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Overview
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Recent
Basic Training
»
Databank Basic Training Videos
(9)
»
VIDEO | Watch all of the Basic Training tutorials on one page
VIDEO | In Depth: Merging Duplicates
VIDEO | Quick Start: Updating a Member Record
Search Basics
(9)
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VIDEO | Using Quick Find
Radial Distance Search
Layered Searches | Creating and Saving a multi-step search
Saved Searches
(4)
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Saving a Search
VIDEO | Creating and Replaying a Saved Search
Delete a step in a saved search?
Roster Reports
(2)
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Build a Custom Roster Report with Custom Table info
Combine Linked Tables in Excel
Member Record Management
(9)
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Admin | Merge 'Contact By' List
Merge | Make one field in a merge to stay as it is in the duplicate file instead of the master
I uploaded a .txt file with 200 records and the Aux. Database says it has 230 data rows, why?
Relationships Tool
(3)
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Advanced Relationships
Create a selection of people related to a selection or single member
VIDEO | Relationships: Creating and Editing Relationships in your Databank
Contact Notes
(3)
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VIDEO | Understanding Contact Notes
Add a contact note to multiple members at once
Understanding System Contact Values
Using the Support Center
(2)
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Accessing the Support Center's User Features
VIDEO | Using the Support Center
Administrative | Multiple User Management
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General Administrative Topics
(3)
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Data Entry Standardization (designing an internal document for your databank)
Tips for Coalition Users
Admin. Training Resource Files
Multiple Users or Organizations
(5)
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Add databank users to my account
Delete Users
Add a new organization with unique users who can only access data from that organization.
Advocacy Module | Action Alerts
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Creating | Editing Action Alerts
(9)
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VIDEO | Action Alerts : Create and Send in 6 Steps
Use PowerMail Template for Action Alert
Customizing the Action Page or Meeting Details
Searches | Reports
(4)
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How to find people who have taken action on one Action Alert, but not another
Show all members who received but did not act on an Action Alert
Search for people who have not taken action on an Action Alert
eMarketing Module | PowerMail™
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PowerMail Basics
(14)
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VIDEO | Sending a e-Newsletter with the PowerMail system
Creating a PowerMail Template
Creating Quality Text Versions of PowerMails
Subscriptions
(9)
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VIDEO | Subscriptions: Setting up your Publications
VIDEO | Subscriptions: Through Your Subscriber's Eyes
Create a new publication / subscription
Designing a PowerMail (Using the HTM...
(9)
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How to fix an image over 100K
ARTICLE | Take the pain out of WYSIWYG
Personalize a link
Tips and Tricks for PowerMails
(5)
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Advanced Email Tracking - with Google Analytics
Tips to Avoid Spam Filters (for your opt-in messages)
Can I embed a video?
Form Builder
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Form Builder
(5)
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VIDEO | Creating and Editing an Online Form
What is the process for adding new custom templates
Integrating Forms on your website
Fundraising Module
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Fundraising Basics
(10)
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Using the donation thermometer
Turn off the automatic membership renewal for a campaign
Setting up Campaign Keycodes/Segments correctly
Pledges and Recurring Gifts
(5)
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How to add or change future Pledge payments
Download a list of Pledge payments past and future
How to change the credit card number on Pledges
Peer-to-Peer Fundraising
(3)
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Registering on a Peer-to-Peer Personal Fundraising page
Customizing your Peer-to-Peer Page
Embed a YouTube video in a personal Peer-to-Peer Page
Searches | Reports
(8)
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Download a Roster of members who gave last year but not yet this year
Download a report that includes donor names and amounts donated for the past three years
Fine Tune Your Contribution Member Rosters
Meetings & Events Module
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Meetings & Events Basics
(10)
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VIDEO | Meetings: New Features Pt. 1
VIDEO | Meetings: New Features Pt. 2
How do I merge two meetings together?
Social CRM
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Social CRM
(1)
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3 Tips to Touch Up Tweets
Worksheets
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Online Form Worksheets
(9)
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Donation/Financial Transaction Form Worksheet
Sign Up Form Worksheet
Facebook sign up form worksheet
