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We’ll also demonstrate how to set up Merchandise items and cross-sell these from Events, as well as setting up Funds for donations and incorporating them into your booking path. In this session we’ll cover the basics of building an Event in Spektrix, including all of the building blocks you need to have in place to get started.
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Wednesday 8th December, 3pm to 5pm GMT - click here to book onto this session.Understand the difference between Report Types.Run reports in Spektrix and output them in different formats.In the second half we will focus on how to segment your audience using Customer Lists, and how you can use this data both to report on, and target communications to your customer and donor base.īy the end of this session, you will be able to: In the first half of this session we will look at reporting in Spektrix - running reports, creating Criteria Sets, and setting up report schedules - as well as giving some tips on how to report on lost income. Here’s a breakdown of the different sessions which are available - you can book into as many of these as you like. If that’s the case, you can request additional training (or a strategic consultation) from the Spektrix Support team by completing a Training Request form. They can’t cover absolutely everything, however, and you might find that you would like to know more about specific features, tools or use cases, and how you can tailor them to best suit your organisation. These sessions are designed to give you the foundations for each topic, and should provide you with a lot of what you’re going to need to be able to use Spektrix. We’ll keep this page updated with future dates as well. Spaces are limited, but we will be re-running sessions and providing more online resources in the coming weeks should a session become fully booked or you can’t make the dates or times below. Sales 1 or Insights & Mailings 1), as you’re likely to receive your training much quicker than if you arrange an individual session.Ĭheck out the What’s available? section below, which explains what each session covers, and click the relevant link(s) to book yourself into any of the sessions you would like to attend. NOTE: we recommend you try to book into one of these sessions rather than requesting any of the basic training packs (i.e. Because of the group format we’re focusing on general usage of the system, but there will be the opportunity to ask some questions during the session which we’ll do our best to answer. Under the current circumstances, with many regular Spektrix users furloughed and remaining staff needing to quickly understand how to use Spektrix - not to mention the impossibility of delivering training in person - we’re offering online sessions which cover the key uses of the system.Įach session covers a different area of the system and its functionality, and is ideal either as an initial overview if you’re brand new to using Spektrix or a refresher if you just need a recap. We normally provide personalised training sessions on a range of subjects, which we can tailor to the specific needs of your organisation and deliver either over the phone or in person. Here are the sessions we’re currently running:
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The sessions are aimed at Spektrix users in the UK, Ireland, the USA and Canada, and all times are in BST. In this article we’ll explain what the purpose of these sessions is, what’s involved in each one, how you can join in and what we recommend you do afterwards.
5PM CST TO PST SERIES
We’re currently running a series of online training sessions for Spektrix users on the fundamentals of the system - they’re all included as part of your Spektrix service, and you’re welcome to book into as many as you’d like. PLEASE NOTE: THIS SERIES OF TRAINING WEBINARS IS CURRENTLY ONLY AVAILABLE TO USERS AT SPEKTRIX ORGANISATIONS