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.

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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. 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

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

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

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

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

Topics Covered

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

11. 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

Topics Covered

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

13. Rosters

Topics Covered

• Setup and usage of the rostering system

14. 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

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

Topics Covered

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

17. infoodle App Training

Topics Covered

• App Features
• Basic Configuration
• Tips & Tricks