--- 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) --- ### [1. Introduction to infoodle: Basic Training](/v1/docs/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](/v1/docs/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](/v1/docs/3-groups-an-in-depth-training-1) **Topics Covered** - Basics of the infoodle Groups feature --- ### [4. Email System Training](/v1/docs/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. Email Designer Training](/v1/docs/video-email-designer-training) **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) **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) **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) **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) **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) **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) **Topics Covered** - Basics of the *infoodle* Reports feature - Advanced techniques to get the most out of your data --- ### [13. Rosters](/v1/docs/11-rosters) **Topics Covered** - Setup and usage of the rostering system --- ### [14. Forms](/v1/docs/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 --- ### [15. Contact Types and Custom Views](/v1/docs/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 --- ### [16. Workflows](/v1/docs/14-workflows) **Topics Covered** - What Workflows are used for - Tips to start automating your daily tasks --- ### [17. infoodle App Training](/v1/docs/15-infoodle-app-training) **Topics Covered** - App Features - Basic Configuration - Tips & Tricks --- ### [19. Import System Training](/v1/docs/video-import-system-training) **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