The following are training agenda items for PowerBase Administrators. The agenda items here are suggested topics and are covered based on the relevance and priority to the work of the organization.
PowerBase Administrator Training Agenda Items for Organizations
- Welcome & Introductions
- Engaging with PTP and discuss Support Subscription plan -
- email all Powerbase questions or requests to support@progressivetech.org
- Powerbase site -
- Make sure everyone can log in
- Discuss Work Priorities to inform training priorities
- Discuss how website can work with Powerbase
- Admin Tasks -
- Logging into Powerbase & managing accounts and permissions - how to add/remove users
- Configuration Checklist - Administer Menu > Administration Console > Configuration Checklist
- Review Financial types
- Review Event types
- Configuring Summary Fields - Administer Menu > Custom Data and Screens > Summary Fields
- Preparing to send mass email from Powerbase - will need to setup for all domains used for emails
- Need SMS?
- Need a payment processor?
- Set up FROM Email addresses - Mailings menu > From Email Addresses
- Overview of navigating Powerbase
- menus
- Support menu (has resources)
- Dashboard
- Working with Contact Records
- 2 types of Contact Records - Organization, Individual (use relationships to "connect" contact records)
- Contact Subtypes
- Quick Search to find your record
- Review info and edit your contact record
- Edit Employer field and add [organization name]
- Add yourself to STAFF group
- Adding an individual or organization record
- Searches -
- quick search
- advanced search
- Review imported data
- Introduce Groups (regular group (static) vs smart group (dynamic or saved search)
- Deduping and dedupe rules
- Before end of call - test Jitsi
Additional topics for future trainings as needed:
- Activities
- Working with Groups (regular "static" group vs smart group)
- More Deduping and dedupe rules
- Custom Fields
- Profiles
- Events
- Creating Event Registration Pages
- tracking participation
- Mass Email
- Email Signups
- Managing Contributions & donors
- Creating contribution pages
- Creating Personal Campaign pages
- Memberships and Dues, member engagement
- Reports
- Petitions - sending by state districts
- Surveys & webforms
- Other features and workflows
Training Category:
PowerBase