Trainings

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.

Advanced: Dedupe and Merging

Overview

Managing duplicates is a critical part of maintaining a useful database. Powerbase offers a number of complex methods to properly avoid duplicates and merge ones that are created.

Objectives

All participants should finish this lesson understanding what a de-dupe rule is, how to create one and the workflow for finding and merging duplicates.

Requirements

Good math skills.

Description

The lesson should take about 45 minutes. All students should be using the training database for this lesson.

Category
PowerBase

Advanced: Measuring Engagement

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Overview

Measuring engagement challenges participants to think about organizing strategy and how to move people along an engagement ladder. It also provides training on useful tools for measuring this engagement in powerbase.

Category
PowerBase
File attachments:
PDF icon tips-on-advanced-search.pdf

Advanced: Opening

Description

Community Agreements

Political Education

In 2017, May First Movement Technology along with the Progressive Technology Project and many other organizations organized a series of gatherings called "Technology and Revolution."

We asked the question: what relationship does technology have with revolution?

The answers were scattered and diverse, but slowly started to take shape.

Category
PowerBase

Day two: Advanced Organizing

Powerbase Training

Location: Ginn Parlour, 1233 Preservation Park Way, Oakland, CA 94612
Date: Tuesday, March 10, 9:00 - 5:00 pm

Category
PowerBase

Fundamentals: Reporting

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Overview

Provide an overview of PowerBase reports and how you can use them to understand your base.

Objectives

Understand the different between a report and a report template; know when to use a report and when to do a search.

Requirements

Basic familiarity with CiviCRM.

Description

Time: 60 minutes

Category
PowerBase

Fundamentals: Communicating with your base

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Overview

Introduction to send mass mailings and printing mailing labels.

Objectives

Ensure participants are familiar with the basic steps of sending an email using CiviMail and printing labels using the Print Label Action menu from the search results page.

Requirements

Participants must be familiar with running searches and creating groups.

Description

60 Minutes total

Category
PowerBase

Fundamentals: Contribution Pages

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Overview

Introduction to creating contribution pages.

Objectives

Demonstrate basics of how to enable users to make donations to your campaigns.

Requirements

Basic knowledge of how to navigate in Powerbase.

Description

30 minutes

Theme: But wait a minute...

A volunteer hears about the membership meeting. They can't come but want to write a check to support the meeting. Wait a minute! How can we record this check??

Demonstrate offline contribution.

Category
PowerBase

Fundamentals: Events

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Overview

Introduction to creating Events.

Objectives

Understand when to track a meeting using activities and when to use CiviEvent, understand the meaning of the most common CiviEvent options.

Requirements

Basic familiarity with searching.

Description

30 minutes

Explain

Activity vs Event (5 minutes)

There is a super easy way to track that someone went to a meeting: create an activity of the type Meeting with the date of that meeting. Super!!

Category
PowerBase

Fundamentals: Searching

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Overview

Advanced search will cover the basics of finding contacts in your database and understanding how to use actions.

Objectives

Provide users with the ability to find contacts they have recently entered, and to get an overview of the many other ways to search.

Requirements

Experience entering contacts so they can search for specific people to retrieve.

Description

This lesson takes approximately 60 minutes.

Overview of searching. Explain:

Category
PowerBase

Fundamentals: Entering Canvass Results

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Overview

Entering Canvassing Results covers the basics of logging in and doing simple data entry of contacts from a convassing results page.

Objectives

The objective of this lesson is to ensure all participants are up-to-speed on the most basic PowerBase task, answer common questions about data entry, and put them in an organizing frame of mind. This lesson gets straight to the chase, allowing the participants to start “doing something” on the database as quickly as possible, with minimal presenting.

Category
PowerBase