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 CRM+, including Contacts, Individuals, Campaigns, and Projects.
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 Analytics.
During this session, an overview of the key receipting tools of Virtuous CRM+ 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!
During this session, the main topics will be beginner strategies using the Data Health tool, intermediate level archiving tips of Contacts, Campaigns and Projects, and advanced level data health maintenance using Queries and Automations.
