---
title: "Full Training"
slug: "recorded-training"
status: "update"
updated: 2025-11-05T04:26:37Z
published: 2025-11-05T04:26:37Z
canonical: "help.infoodle.com/recorded-training"
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.infoodle.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Full Training

## Recorded Training Sessions
### Watch a Training Video:
These training videos are recorded during a real training session.  Each video below is on a specific topic.

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

Click on the Title of a Video to open this in a new Tab in your Browser.


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.**](https://www.infoodle.com/training){target="_blank"}

* * *

### [1. Introduction to infoodle: Basic Training](/v1/docs/1-introduction-to-infoodle-basic-training){target="_blank"}

**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](/v1/docs/2-basic-administrator-training){target="_blank"}

**Topics Covered**
* Administration Settings
* Roles & Permissions
* Administration settings
* Custom Fields and Custom Views
* Group Administration

* * *

### [3. Groups - An In-Depth Training](/v1/docs/3-groups-an-in-depth-training-1){target="_blank"}

**Topics Covered**
* Basics of the infoodle Groups feature

* * *

### [4. Email System Training](/v1/docs/4-email-system-training){target="_blank"}

**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. Email Designer Training](/v1/docs/video-email-designer-training){target="_blank"}

**Topics Covered**
* Overview - where to find Designer
* Layout, where tools are located, preview
* General design layout
* Pre-designed template and specific settings
* Social media block

* * *
### [6. Email - Unsubscribe & Email Preferences](/v1/docs/video-email-unsubscribe-and-email-preferences){target="_blank"}

**Topics Covered**
* Unsubscribe and email preferences settings
* Email Types and Unsubscribe preferences
* Using Unsubscribe or subscribe to trigger workflows to add Notes or change group memberships
* Using Mail Types as workflow triggers

* * *
### [7. Finance - Full Training](/v1/docs/5-finance-full-training){target="_blank"}

**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

* * *

### [8. Finance - Year End Receipting & Reporting Workshop](/v1/docs/video-finance-year-end-receipting-reporting-workshop)

**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!

* * *

### [9. Gift Aid](/v1/docs/7-gift-aid){target="_blank"}

**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

* * *

### [10. Libraries, Files and Assets](/v1/docs/8-libraries-files-and-assets){target="_blank"}

**Topics Covered**
* Libraries Package Overview
* Managing Assets
* Managing physical Libraries
* Managing Digital Libraries
* Attaching Files to individuals

* * *

### [11. Live Event Manager](/v1/docs/9-live-event-manager){target="_blank"}

**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

* * *

### [12. Reports - From Basics to Advanced](/v1/docs/10-reports-from-basics-to-advanced){target="_blank"}

**Topics Covered**
* Basics of the *infoodle* Reports feature
* Advanced techniques to get the most out of your data

* * *

### [13. Rosters](/v1/docs/11-rosters){target="_blank"}

**Topics Covered**
* Setup and usage of the rostering system

* * *

### [14. Forms](/v1/docs/12-forms){target="_blank"}

**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

* * *

### [15. Contact Types and Custom Views](/v1/docs/13-contact-types-and-custom-views){target="_blank"}

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

* * *

### [16. Workflows](/v1/docs/14-workflows){target="_blank"}

**Topics Covered**
* What Workflows are used for 
* Tips to start automating your daily tasks

* * *

### [17.  infoodle App Training](/v1/docs/15-infoodle-app-training){target="_blank"}

**Topics Covered**
* App Features
* Basic Configuration
* Tips & Tricks

***

### [19. Import System Training](/v1/docs/video-import-system-training){target=`_blank`}

**Topics Covered**

* Introduction to the data import tool and key data fields
* Preparing your import data
* Overview of the import process
* Mapping data
* Configuring import settings
* Reviewing and validating data
* Finalising the import process
* Post-import review and roll-back