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.
Ask the group: Where does your web site live?
Drill down on the answers until you get:
Who owns the hard drive? Who can get that data on the hard drive? How?
Break it down.
Explain that we are going to break into small groups for people who want to practice contribution pages and those who want to practice events.
Remind people of the ground rules, especially: encourage those with more knowledge to teach and let those with less experience do the creating
As for show of hands: * Who wants to practice Contribution Pages? Break into groups of 2 - 3 people * Who wants to practice Events? Break into groups of 2 - 3 people
Online organizing means collecting information from people and disseminating information to people via the Internet, as opposed to via the phone, door knocking, conferences etc. This lesson covers collecting information from interested people.
Familiarize ourselves with the various ways to collect data online: Web forms, contribution pages, event pages, membership pages, petitions. Also cover: Social Media integration.
Sometimes you want to collect data and there is no place to put it in your database. Custom fields allow you to add those fields. Profiles, on the other hand, are a collection of existing fields.
Think through how to collect data, how to organize data and how to engage your comrades in figuring it all out.
Understand the difference between profiles and custom data.
1 hour
Collecting information in spreadsheets and then moving them into PowerBase can be efficient, and we will learn how to do that for Contacts and Event Participants.
Understand how information needs to be structured in order to be able to import successfully.
Comfort with spreadsheet software, good understanding of how PowerBase creates contact records and event participant records.
50 Minutes TOTAL:
Location: Ginn Parlour, 1233 Preservation Park Way, Oakland, CA 94612
Date: Monday, March 9, 9:00 - 5:00 pm
Additional Documentation and resources: https://network.progressivetech.org/
Powerbase offers a three day, in-person training on how to use the Powerbase database.
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.
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.
Good math skills.
The lesson should take about 45 minutes. All students should be using the training database for this lesson.
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.
