Full Training
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Full Training

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Recorded Training Sessions

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These training videos are recorded during a real training session. Each video below is on a specific topic.

You can select the deisred topic from the the Contents menu on the right to jump to that Section of this page.

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We also conduct frequent live training sessions online that you are free to join if you prefer. Click here to see when the next one is scheduled.

1. Introduction to infoodle: Basic Training

Topics Covered

  • Searching for people, adding and editing people
  • Adding people into groups
  • Adding notes
  • Adding and searching groups
  • Setting up roles
  • Adding, editing and re-organising custom fields
  • Using advanced search
  • Reports
  • Sending emails

2. Basic Administrator Training

Topics Covered

  • Administration Settings
  • Roles & Permissions
  • Administration settings
  • Custom Fields and Custom Views
  • Group Administration

3. Groups - An In-Depth Training

Topics Covered

  • Basics of the infoodle Groups feature

4. Email System Training

Topics Covered

  • The New Email Upgrade
  • The Interface
  • How to send an email using -
    • The Basic Composer
    • The New Email Designer
    • MailChimp Templates
  • Mail Types and Subscribing/Unsubscribing
  • Reporting
  • Templates

5. Finance - Full Training

Topics Covered

  • Connecting and setting up the Xero link
  • Importing files from other sources e.g. bank, CSV file, Paypal
  • Reconciling transactions
  • Managing Giving Numbers
  • Checking the data
  • Setting up receipt templates
  • Testing, printing and emailing receipts
  • Managing completed receipts
  • Fixing errors in the data

6. Finance - Getting Ready for Receipting

Topics Covered

  • Making sure our settings are all correct
  • Creating Email Templates for easy receipting
  • Creating Finance Templates for your Receipts
  • Personalising your Receipts
  • Sending the Receipts
  • Making Amendments to Receipts
  • And much more!

7. Gift Aid

Topics Covered

  • Introduction to the Gift Aid functionality in infoodle
  • How to capture and record Gift Aid
  • How to review the claim
  • How to file a claim with HMRC

8. Libraries, Files and Assets

Topics Covered

  • Libraries Package Overview
  • Managing Assets
  • Managing physical Libraries
  • Managing Digital Libraries
  • Attaching Files to individuals

9. Live Event Manager

Topics Covered

  • Introduction to the Live Event Manager functionality in infoodle
  • How to pre-plan your events
  • How to create event run sheets
  • How to manage your live event

10. Reports - From Basics to Advanced

Topics Covered

  • Basics of the infoodle Reports feature
  • Advanced techniques to get the most out of your data

11. Rosters

Topics Covered

  • Setup and usage of the rostering system

12. Forms

Topics Covered

  • What Forms are used for
  • How to create your Forms
  • How to publish your Forms on your website, or send via email
  • Processing completed Forms to automatically update infoodle

13. Contact Types and Custom Views

Topics Covered

  • Setting Up a "Contact Type" Custom Field
  • Creating Custom Views for different Contact Types
  • Adding Custom Fields
  • Using Custom Fields on Forms

14. Workflows

Topics Covered

  • What Workflows are used for
  • Tips to start automating your daily tasks

15. infoodle App Training

Topics Covered

  • App Features
  • Basic Configuration
  • Tips & Tricks

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