Whether you’re new to Virtuous or looking to sharpen your skills, our training team is here to help. Our experts will walk you through key tools, best practices, and shortcuts to save time. Plus, you’ll have opportunities to ask questions and get answers on the spot.
Each session offered has specific content. Each session offering is described in detail so you know what to expect and which sessions match your needs.
Not sure where to start using Virtuous CRM? This is the place!
This session provides a high-level overview of the key data structures in Virtuous, including Contacts, Individual, Campaigns, and Projects.
Campaigns are a key tool for tracking the success of your fundraising efforts. They can come in all shapes and sizes!
This session will go over some best practices you can use to set up and compile valuable insights about your Campaigns.
In this session, the different ways you can access your data will be reviewed. The Filter feature will be briefly covered as a means of quickly accessing your data.
The bulk of this session is focused on how Queries work, the different query types, and best practices for saving and sharing queries among your team. In addition, exporting data from query results will also be covered as a means of accessing data.
This session is a continuation of the “Reporting Level 1” session.
Level 2 will walk you through working with more complex queries, specifically Nested Queries. In addition, managing Standard Reports and Custom Reports will be discussed.
Please note that this session does not cover the use of Metabase or Virtuous BI.
Not sure where to start with Automation, or where to go next?
In this session, the anatomy of an Automation and the various Actions available will be covered.
A few automation examples will be reviewed in detail to show the possibilities.
This session is a continuation of the “Automation Level 1” session.
Take a deep dive into our Automation tool. This session will cover tips and tricks for using more complex and dynamic automations. A portion of the session will focus on how to get started building your own Automation Workflow from scratch, rather than starting with the Best Practice templates.
Learn the basic and advanced features of Email Marketing, including audience targeting, template building, managing subscriptions, analytics, and A/B testing.
This session is geared toward Admin users to cover the details of managing users and permissions as well as data customization, configuration, and management.
This session provides a complete overview of the grant management tools in Virtuous, including linking Gifts with Grants and tips for reporting on grant funding.
Review the functionality of our event management tools in Virtuous, including the management of free or ticketed events. The topics of managing RSVPs, attendance, and other metrics will be addressed.
Please note that the Ticketed Events feature is an additional feature beyond the standard Event module in Virtuous.
During this session, an overview of the key tools used for moves management and major gifts fundraising in Virtuous will be reviewed. This includes the Gift Ask Pipeline and My Portfolio features for managing solicitations and team goals.
Automation best practices for continuous management will also be presented.
During this session, an overview of the key receipting tools of Virtuous will be presented. This includes template building, targeting, running, and tracking. Whether you’re sending one-time receipts or annual statements, this session has you covered!
Automation best practices for continuous management will also be presented.
