These 2-hour online training sessions complement each other and provide a complete training curriculum on using CiviCRM in your organization. The most important CiviCRM modules and features will be covered in full depth and ample time is allocated to answer your questions.

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Fundamentals of Contact Management

Contact management is one of the first steps to success with CiviCRM so get off to a great start by learning best practices for organizing contacts, managing relationships and communicating with your constituents. Did you know you can link multiple contacts into a single household? Have you come across duplicate entries? This class will help with all of that and more!

Recommended class for: Executive Director, Operations Manager, Executive Assistant, Database Administrator, Communications/Marketing
 

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Organize, Maintain and Effectively Search your Data

You have an established database and can get around with day to day functions, but your data is unorganized, not updated, and you can’t seem to figure out how to segment your contacts. Segmentation of your database is essential and it enables more targeted and effective communication so you can send the right message to the right person at the right time. Maintaining an updated and organized database can really help you focus your appeal and maximize your fundraising efforts.

Prerequisite recommendation:  “Fundamentals of Contact Management” class or proficient knowledge of contact management with CiviCRM is recommended before taking this class.

Recommended class for: Executive Director, Operations Manager, Executive Assistant, Database Administrator, Communications/Marketing
 

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Customize your Database with Custom Fields & Profiles

We know that a database can gather names and contact information for a constituent, but what about the data that is unique to your organization? Make CiviCRM your own by taking advantage of custom data fields and profiles!

Prerequisite recommendation:  “Fundamentals of Contact Management” class or proficient knowledge of contact management with CiviCRM is recommended before taking this class.

Recommended class for: Executive Director, Operations Manager, Executive Assistant, Database Administrator
 

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The Essentials of CiviVolunteer

Your volunteers are a crucial part of your organization’s team and contribute in many ways that help your non-profit reach its goals. CiviVolunteer 2.0 is a CiviCRM extension created to help organizations effectively manage this important aspect of their daily operations. 

Prerequisite recommendation:  “Fundamentals of Contact Management” class or proficient knowledge of contact management with CiviCRM is recommended before taking this class.

Recommended class for: Executive Director, Operations Manager, Volunteer Manager/Coordinator, Executive Assistant

 

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Create effective Emailing Campaigns with Mosaico (1-hour class)

Emailing targeted communication to certain segments of your contacts is a vital way to effectively deliver your organization's message and consistently reach out to your constituents.The new Mosaico extension allows you to create attractive and engaging email templates for personalized newsletters, event promotion and much more. This class will introduce the basic concepts of CiviMail and how to use the new Mosaico extension to create professional and responsive emailing campaigns. 

Prerequisite recommendation:  “Fundamentals of Contact Management” class or proficient knowledge of contact management with CiviCRM is recommended before taking this class.

Recommended class for: Marketing & Communication Manager, Executive Director, Executive Assistant

 

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Fundamentals of Membership Management

Membership is the cornerstone of most nonprofit organizations and CiviCRM has the tools to help you easily organize and manage your membership data. Do you need to send renewal reminders? Are there several different categories of memberships that you need to track? What about creating special promotions for a membership drive? This class can help!

Recommended class for: Membership Director, Members Relations or anyone who is involved in membership management for your organization
 

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Organizing a Membership Renewal Campaign

Your organization has a membership base and you want to make sure to keep it and even help it grow. But how? It can be a daunting task on an annual basis, but with CiviCRM, setting up a successful membership renewal campaign can become just another easy box to check off your list.

Prerequisite recommendation:  “Fundamentals of Membership Management" class or proficient knowledge of membership management with CiviCRM is recommended before taking this class.

Recommended class for: Membership Director, Members Relations or anyone who is involved in membership management for your organization
 

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Fundamentals of Event Management

Learn how to manage your next event, big or small, from A-Z. Events of all kinds are important to your organization and need to run smoothly in order to be successful. This is easy to do with the proper knowledge of the CiviEvent module in CiviCRM!

Recommended class for: Event Manager, Event Planner, Director of Education, Program Manager or anyone who is involved in event management for your organization
 

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Organizing Successful Events

Special events have so many layers to manage that it can be overwhelming. You want to make registration easy for participants, stay organized and track progress. But because you have so many other tasks to handle to get your special event ready, wouldn’t it be great to have an easy and time efficient tool to create early bird pricing, special promotions, thank you letters and much more? CiviCRM helps you to streamline all these tasks.

Prerequisite recommendation:  “Fundamentals of Event Management" class or proficient knowledge of event management with CiviCRM is recommended before taking this class.

Recommended class for: Event Manager, Event Planner, Director of Education, Program Manager or anyone who is involved in event management for your organization
 

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Fundamentals of Contribution Management

When contributions such as donations or sponsorships are well tracked and managed, organizations are more likely to maintain or exceed fundraising goals from year to year. Are you able to accept and track different types of contributions? This can range from pledges and direct gives to recurring donations and one time sponsorships.

Recommended class for: Development Director, Fundraising, Community Engagement, Finance Director or anyone who is involved in fundraising for your organization
 

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Organizing a Fundraising Campaign

Annual fundraising is imperative to the success of most nonprofit organizations. Raising money for your organization is always a challenge, whether in good times or bad. But CiviCRM can make it easier for your nonprofit if you learn about how to effectively use the different features. CiviCRM can help streamline these efforts and more, and therefore increase the probability of success of your fundraising campaigns.

Prerequisite recommendation:  “Fundamentals of Contribution Management" class or proficient knowledge of contribution management with CiviCRM is recommended before taking this class.

Recommended class for: Development Director, Fundraising, Community Engagement, Finance Director or anyone who is involved in fundraising for your organization

 

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Integrating CiviCRM with your Drupal website

Teamwork is a great way to combine efforts and get better results. Drupal and CiviCRM make a great team! Wouldn’t it be great to be able to integrate your CiviCRM database with your organization’s website? Not only will this streamline many processes, but it adds to the professional and credible presence of your website and your organization.

Prerequisite recommendation:  “Fundamentals of Contact Management” class or proficient knowledge of contact management with CiviCRM is recommended as well as some Drupal administration knwoledge before taking this class.

Recommended class for: Executive Director, Operations Manager, Database Administrator
 

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Integrating CiviCRM with your WordPress website

Teamwork is a great way to combine efforts and get better results. WordPress and CiviCRM make a great team! Wouldn’t it be great to be able to integrate your CiviCRM database with your organization’s website? Not only will this streamline many processes, but it adds to the professional and credible presence of your website and your organization.

Prerequisite recommendation:  “Fundamentals of Contact Management” class or proficient knowledge of contact management with CiviCRM is recommended as well as some WordPress administration knwoledge before taking this class.

Recommended class for: Executive Director, Operations Manager,, Database Administrator