The online documentation for each module can be accessed here. (If you want a paper copy of the documentation, you may download and print from “Downloads” on the Main Menu.) You are encouraged to refer to the documentation while you watch a video of the session.
You can sort the table below on any column by clicking on the black heading. (Click again, and it reverses the order). Online documentation for each module matches the paper copies in the workbook. Click on the link for the online documentation for any module.
Session Number | Classroom Session Date | Module Name | Description |
---|---|---|---|
1a | 2018-01-09 | Computer Survival Skills | Basic TIPS and Best-Practices for a level-set of computer skills |
1b | 2018-01-09 | Passwords, Security | The basics of security and passwords |
2a | 2018-01-11 | Systems, Processes | Overview of Project Onward Systems and Processes |
2b | 2018-01-11 | MailChimp Basics Part 1 | Orientation to MailChimp Part 1 Email list maintenance |
2c | 2018-01-11 | MailChimp Basics Part 2 | Orientation to MailChimp Part 2 Designing email blasts |
3a | 2018-01-25 | The Basics of CRM and Salesforce | Overview of Customer Relationship Management software and Salesforce |
3b | 2018-01-30 | Salesforce Query | Getting information out of Salesforce |
4a | 2018-02-01 | Salesforce Entry, Update | Putting information into Salesforce and making updates |
4b | 2018-02-01 | Network For Good Introduction (video only - see Training Session Videos) | Orientation to NFG and how it interacts with Salesforce at Project Onward |
5a | 2018-03-01 | Salesforce Reports Part 1 | Salesforce Reports - Understanding, Running, Printing |
5b | 2018-03-01 | Salesforce Reports Part 2 | Salesforce Reports - Customization |
6a | 2018-03-01 | Spreadsheet Basics (video only - see Training Session Videos) | For customized exports, reports |
6b | 2018-03-10 | Salesforce Donor Acknowledgments (video only - see Training Session Videos) | Sending Donor Acknowledgment letters by email, from Salesforce |