Please find below a list of many of the trainings that the Progressive Technology Project has conducted over the years. Each training contains links to materials used in the trainings.
Since 2020 and the start of COVID19, we at PTP have been missing seeing all of you at our in-person Powerbase Trainings. We hope to begin offering these in-person trainings again soon, but in the meantime will still be holding our popular training topics through our Powerbase Live! ONLINE Training Series.
Please see descriptions of all the upcoming sessions below, and be on the lookout for email announcements as each session is scheduled!
Track 1: PowerBase Fundamentals
A foundational track designed for participants that need a stronger foundation in the key features of PowerBase. This track will go at a pace designed to optimize a better understanding of PowerBase. After attending this session, participants will know how to
Track 1: PowerBase Fundamentals
A foundational track designed for participants that need a stronger foundation in the key features of PowerBase. This track will go at a pace designed to optimize a better understanding of PowerBase. After attending this session, participants will know how to
Quick welcome, name and organization introductions
Big picture: why use Form Builder slides
Demo Data Entry (20 minutes)
Build a youth services application form with Child, Guardian and activity
Have you noticed that nobody says "There's no real difference between Democrats and Republicans" anymore? Electoral organizing is a critical part of movement organizing and the stakes get higher every year. Come learn how to build walk and phone lists, import and export to and from external sources like the VAN, integrate online and offline lists and more as we explore how to use Powerbase to make your electoral organizing work more effective.
Prerequisite: Comfortable creating and using groups.
Quick welcome, name and organization introductions
A critical step in online organizing is providing the world with a form and a reason to fill it out. In this area, Powerbase has a lot of options! In Organizing Online, we'll cover how to create custom fields, profiles, petitions, webforms and more. We will review the difference between creating a new field and adding a field to a form. And, we'll cover how online and in-person organizing are inseparable components of any campaign.
Prerequisite: Comfortable adding and editing contacts, contributions, events and activities.
See below for 40 practice CSV Zoom participant import spread sheets. These sheets are in the same format that Zoom provides when you export participants.
Please choose the sheet based on the number in your training user name.
001.csv, 002.csv, 003.csv, 004.csv, 005.csv, 006.csv, 007.csv, 008.csv, 009.csv, 010.csv, 011.csv, 012.csv, 013.csv, 014.csv, 015.csv, 016.csv, 017.csv, 018.csv, 019.csv, 020.csv, 021.csv, 022.csv, 023.csv, 024.csv, 025.csv, 026.csv, 027.csv, 028.csv, 029.csv, 030.csv, 031.csv, 032.csv, 033.csv, 034.csv, 035.csv, 036.csv, 037.csv, 038.csv, 039.csv, 040.csv, 
generate-zoom-participant-export.txtSee below for 40 practice CSV Facebook Contributions import spread sheets. These sheets are in the same format that Facebook provides when you export contributions.
Please choose the sheet based on the number in your training user name.
001.csv, 002.csv, 003.csv, 004.csv, 005.csv, 006.csv, 007.csv, 008.csv, 009.csv, 010.csv, 011.csv, 012.csv, 013.csv, 014.csv, 015.csv, 016.csv, 017.csv, 018.csv, 019.csv, 020.csv, 021.csv, 022.csv, 023.csv, 024.csv, 025.csv, 026.csv, 027.csv, 028.csv, 029.csv, 030.csv, 031.csv, 032.csv, 033.csv, 034.csv, 035.csv, 036.csv, 037.csv, 038.csv, 039.csv, 040.csv, generate-facebook-donations-export.txtYour data can come from everywhere - online forms, sign in sheets, other databases and more. However, it won't help you organize unless it's properly parsed and de-duplicated. In Advanced Data Strategies, we'll cover how to effectively import spread sheets from other services and how to keep your data clean using deduplication and automatic merging.
Prerequisite: Comfortable adding and editing contacts, contributions, events and activities.
