You can book any of the lessons below by clicking the one you’d like and selecting a date and time. You will be logged into your Trial account and share your screen as Cameron guides you through your lesson.
Lessons Help You:
Get started
Commit to spending time in your trial account
Understand how to navigate and use the software
Build your confidence so you feel comfortable working independently
Start to see your account come to life and represent your program and organization
This is a key step in making use of your trial account. You will learn about setting up the programs/campaigns your donors can allocate funds towards, tracking what prompted the donation (source) and the type (eg. in-kind, cash, credit card, etc.).
This is a key step in making use of your trial account. You will learn about setting up elements of your tax receipt, the automated email your online donors receive and PayPal payments.
This is a key step in making use of your trial account. You will learn about setting up the data fields needed so you can record details on your donors.
This is a key step in making use of your trial account. During this lesson we will determine how you'd prefer to have people/profiles exist in your account (eg. you manually add them, have us import fake profiles, etc.) and then take action to making that happen accordingly. Once profiles exist, you will be introduced to the variety of data you can house within a profile.
You will learn about the experience your donors will have when they give online vs. how you will manually enter off-line donations (eg. cash, in-kind, etc.). It is recommended that you take Lesson #1 (Program, Source & Type) prior to signing up for this lesson, unless you have already set these up in your trial account.
