Introduction to Powerbase


Intended for beginners but open to all, Introduction to Powerbase lays the foundation for using the database. In addition to receiving an overview of everything Powerbase can do, you will learn basic skills including how to login, change their password, enter new contacts, organize data, and conduct simple searches. It concludes with the concept of groups and the all important "smart" group.


Training materials, including login information on the training database will be provided to everyone who is registered when you arrive to the first day of the training.

Day 1: Logging in and getting around

1:00 pm Eastern Time (approximately 120 minutes)

Day 2: Understanding and Organizing the data

1:00 pm Eastern Time (approximately 120 minutes)

  • Welcome Review questions from previous day's screen cast and assignment - N
  • Organizing our data - A
    • Share empty Riseup Pad
    • Ask everyone to enter all the individual tasks they do during an organizing campaign, technological and non-technological, one per line
    • Add top of screen, create these headings and explain what they mean
      • Not entered
      • Contact
      • Event/participant
      • Contribution
      • Membership
      • Other
    • Ask for volunteer to cut and paste things under the "Not entered" heading. Invite the volunteer to ask for help and for others to question or confirm the moves.
    • Ask for a different volunteer to divide the remaining items into the remaining headers. Also, invite them to ask for help and for active group participation.
    • Trainer reviews results and explains nuances
    • Trainer provides overview of Powerbase tabs
    • Trainer demonstrates adding a relationship
    • Trainer demonstrates adding an activity for door knocking using Campaign called "Membership Meeting 2021"
  • Introduce next assignment - J
    • Search Quiz
    • Update your contacts with Door Knocking activity
  • Time Permitting: We will cover the following if we have time, otherwise students will review and complete on their own time (students may also log off and complete this portion on their own) - J

Day 3: Understanding groups

1:00 pm Eastern Time (approximately 120 minutes)

  • Welcome and Review Homework: - J
    • Adding activities to your contacts
    • Answers to search quiz - explain why different people may have different answers
  • What is a group? Why do we use them? - A
  • Static groups. Demonstrate - A
  • Smart groups. Demonstrate - J
  • Straw Poll: Here are four examples. Should we use a smart group or a static group? - A
    • Committees
    • Volunteers
    • Big Donors
    • Allies
  • Managing groups - naming conventions - A
  • Evaluation - N
  • Closing Questions / Wrap-Up - N
Training Category: