Software: thankq Created on: 30 August 2006 Last Modified: 11 July 2007 Version: 1.03

Transcription

1 Software: thankq Created on: 30 August 2006 Last Modified: 11 July 2007 Version: 1.03 ESiT Pty Ltd Level 12, 275 Alfred St Ph: Fax: Page 1 of 22

2 thankq Training Course Outlines THANKQ ESSENTIALS 3 THANKQ FINANCE 5 THANKQ EVENTS 7 THANKQ MEMBERSHIPS 9 THANKQ SPONSORSHIPS 10 THANKQ ADMINISTRATOR 11 THANKQ FOR MANAGERS 12 THANKQ ELECTIVES - IN MEMORIAM/ IN CELEBRATION 14 THANKQ ELECTIVES BEQUESTS 15 THANKQ ELECTIVES - GRANT APPLICATIONS 16 THANKQ ELECTIVES HOST/GUEST MANAGEMENT 17 THANKQ ELECTIVES - VOLUNTEERS 17 THANKQ ELECTIVES - TIMESHEETS 18 THANKQ ELECTIVES QUESTIONNAIRES 18 THANKQ SEARCHING AND REPORTING TO EXCEL 19 THANKQ POWER USERS 19 THANKQ SPECIALISED TRAINING 22 THANKQ REPORTER 22 COURSE DURATION 22 Page 2 of 22

3 thankq Essentials Designed to provide a basic understanding of the thankq system, thankq Essentials will introduce you to contact management, searching, setting up groups, using the Action Manager, the Mail Manager, Communication Management and generating reports. By the end of this course you will have a solid understanding of the fundamentals of using the thankq system. 6 hours Basic knowledge of Windows systems General experience using Windows programs. Basic knowledge of Word Basic knowledge of Excel Getting Started - Logging into thankq - Changing passwords The Contacts Module - Navigating the Contact Details form - Adding - Editing contact records Searching - Quick Search - Standard Search - Table View Search Configuring Contacts - Relationships - Households - Addresses - Communication - Profiles Groups - Creating a group - Adding contacts to a group - Loading Contacts in to a Group via Excel Action Manager - Creating and Editing an action - Associating an action to a record in thankq - Assign an action to another user - Viewing open actions - Completing an action Page 3 of 22

4 Mailing and Communication Management - Mailing preferences - Sending Letters - Mailing Methods Mail Manager - Starting a new mailing - Loading contacts - Configuring a mailing - Segmenting a mailing - Merge a mailing - Finishing a mailing - Creating new templates Alumni - Institution, Qualification, Courses and Grades - Employment information Reporting - Basic Reporting - Biography Reports - Standard Reports Data Entry, Management of Mail outs and Communications Staff who need thankq Essentials as a prerequisite for other thankq courses. Page 4 of 22

5 thankq Finance ThankQ Finance covers all aspects of the thankq financial system including the management of payments and pledges, batch processing and financial reporting. thankq Essentials 6 hours Destination and Source Codes - What are they? - Creating Destination / Source codes Batch Processing - Batch Processing - Automatic Bank Batch Processing - Barcode Batch Processing - Excel Batch Processing - Reversal Process - Credit Notes Reversing Payments - Reversing a payment - Reversing a Selection of Payments Pledges and Regular Giving - What is a pledge? - The Pledge Form - Creating a New Pledge - Pledge Acknowledgements - Pledge Reminders Pledges and Regular Giving - Configuring Fixed Payments / Pledges - Configuring Continuous Payments / Pledges - Paying a Pledge - Load Due Payments - Searching for Payments - Completing the Batch - Preparing the Paying in Slip Soft Pledges - Creating a Soft Pledge via Payments - Removing a Soft Credit Entry - Creating a Soft Pledge via Pledges - Creating an AutoSoft Credit Relationship Receipting Page 5 of 22

6 - Quick Receipts - Batch Receipts - Periodic Receipts - Receipt Summaries Generating Pledge Reminders Finance Reporting - Batch Report - Batch Report showing Splits - Batch Summary Report - Batch Summary Report Attendee Type - Batch Summary Report Membership Type - Printing the Paying in Slip - Source Codes Report - Destination Codes Report - Reporting with Sublists Producing Receipt Summaries Pledge Acknowledgements Pledge Reminders Entering Payments / Pledges / Donations/Grants/Events Batch Processing Financial Reporting Page 6 of 22

7 thankq Events You ll be introduced to all aspects of event management and develop the skills to create and organise a successful event. You ll set up an event and work through all aspects of this module. ThankQ Finance 6 hours Creating an Event - Details Form - The Event Adding event information - Creating attendee types - Adding Sessions - Adding Structures - Adding Resources - Adding Sponsorships - Setting up an event related action Creating an Invited List - Inviting a group - Inviting a past event - Inviting a single contact - Inviting a mailing - Inviting related contacts Assigning contacts to structures Assigning contacts to sessions Setting up additional information for contacts Adding Interested Contacts Bookings - Accepting an invitation and booking a ticket. - Booking multiple tickets - Accepting an invitation and booking multiple tickets - Assigning a contact to a ticket - Assigning a non-contact to a ticket - Fast Booking - Booking contacts onto a session - Booking contacts onto a structure - Declining an invitation - Re-instating bookings Page 7 of 22

8 - Booking via Excel - Managing bulk bookings Payments - Making a payment when booking a ticket - Making a payment at later stage - Marking a contact as declined - Amending Bookings - Assigning a Discount - Reset the batch used for booking payments Generating a Mailing from an Event Canceling a Booking - Canceling an unpaid booking - Canceling a paid booking - Canceling a payment when a batch has not been approved - Canceling a payment when a batch has been approved Setting Attended and Did not Attend The Ticket Manager Event Trees - Event Tree, Structure tree, Session tree Searching Accessing Events through the Contacts Form Event Budgeting Reporting - Profit/Loss Report - Places Reports - Event Summary Report - Bookings Reports - Attendees Report - Session Assignment Report - Pledges Made Report - Donations Received - Events Calendar Using Barcode scanners with Events Organising Events, Processing Event Mailings Managing Event payments Page 8 of 22

9 thankq Memberships You ll be introduced to all aspects of Membership and develop the skills to manage your membership program. ThankQ Finance 3 hours The Membership forms Creating an Membership Configuring Memberships - Membership type and pricing Making a payment for a membership Membership Renewals - Renewal Searches - Membership History Membership Status - Check Memberships Periods Membership Budgets - Set Budget Forecasts - Membership Budget Report Generating a Mailing from Memberships Membership Cards Soft memberships Membership Reporting - Check Members Reporting - History report - Memberships Due for Renewal - Memberships with Payments Outstanding - Memberships with Payment Received - Statistics Reports - Details Report with Selected Profile - Pie Chart Report with Selected Profile Membership Management Page 9 of 22

10 thankq Sponsorships You ll be introduced to all aspects of Sponsorship management and develop the skills to manage your Sponsorship program. ThankQ Finance 2 hours Creating a Sponsorship - Setting up a Cash Sponsorship - Setting up a Contra Sponsorship Sponsorship Types Sponsorship Benefits Sponsorship Renewal Searching for Sponsorship Renewals Managing Sponsorships Paying Sponsorships Mailing Reporting Managing Sponsorships Page 10 of 22

11 thankq Administrator You ll be introduced to utilities used to effectively manage system functions. Users wishing to complete the administrator module should have knowledge of windows systems and a solid understanding of all thankq modules used by your organisation. Knowledge of Windows systems and programs ThankQ Finance Knowledge of all aspects of thankq modules used by your organisation 4 hours Administration Options - Access administration options - Add a new user to thankq - Configure access rights for a user - Edit an existing user - Delete a user from thankq - Configure the period / date range Lookup Values - Add a lookup value type - Add fields to a lookup value - Run donor statistics Managing Contact Records - Deleting Contacts - Archiving Contacts - Merging Duplicate Records thankq Templates - Create a thankq word template - Creating a label template - Select an area to save the template - Add constant and variable text to the template - Edit a thankq word template Include Text Rules - How include text rules work - Create include text rules - Create the include text file - Create conditions for the include text rules - Order the include text rules Page 11 of 22

12 - Add the include text code to the template - Apply the include text rules to a mailing - Apply the include text rules to a payment Data Import - Enter data into excel spreadsheet - Identify suspect duplicates - Enter excel data into live database - Update database using Excel spreadsheet - Configuring Data Import Contacts Global Updates - Performing a New Profile Global Update - Performing a Remove Profile Global Update - Performing a Global Update Specify a Do Not Mail Preference - Performing a Global Update Specify Main Address as a Preference - Performing a Global Update Remove a Preference Refreshing Dynamic Forms Refreshing Pledges Payment Summaries Barcode Purposes Administration Statistics - Run source and destination statistics - Donor Statistics System Administration thankq for Managers This course has been designed to provide managers and senior staff with an overview of thankq. The emphasis is on using thankq in a productive and effective manner with regard for time management. 2.5 hours ThankQ Overview Getting Started - Logging Into thankq - thankq Main Menu Page 12 of 22

13 - Changing Your Password Managers Quick Fix - Powering up with thankq - Using tabs Desktop Contact Communications Relationships Associated Contacts Relationship Tree Analysis Report - Sticky Notes - Show/Hide The Desktop - Changing Headings - Removing Items - Action List The thankq User Interface - Viewing Data & Navigation - Table View Tab - Drop Down Menus And Pick Lists - Using Drop Down Menus - Using Pick Lists Managing Contacts - Changing Contacts details - VIPS etc - Do not mail - Do not publish - Do not Call - Anonymous - Adding a Relationship - Adding to the Desktop Searching - Quick Search - Standard Search - Saving A Search - Wildcards Communication - Writing to Contacts - ing Contacts The Communications Tab - Editing Communications Profiles - Highlighting A Profile - Adding A Profile To A Related Contact - Changing Profile Details Page 13 of 22

14 Setting The Main Contact For An Organisation The Action Manager Module - Creating Actions - Associating A Record To Your Action - Viewing Actions - Completing An Action - Recording A Response - Marking An Action As Complete - Setting Recurring Actions Reporting a brief introduction - Basic Report - Report With Sub Lists - Biography Report - Standard Reports - Financial Reports - My reports Synchronising With Outlook Discussion of : - Synchronisation Of Outlook Tasks - Synchronisation of Outlook Contacts - Synchronisation of Outlook Calendar Optional Topics Outlook: - Adding Action/Task Categories - Removing Categories - Deleting Actions/Tasks - thankq Reminder Window - Synchronising Tasks - Configuring Synchronisation Of Contacts - Adding Contacts To Synchronise - Synchronising Contacts - Removing Contacts from the Outlook Contact List Management thankq Electives - In Memoriam/ In Celebration Page 14 of 22

15 You ll be introduced to all aspects of In Memoriam management and develop the skills to manage your In Memoriam program. ThankQ Finance 1 hour Creating In Memoriam/In Celebration Setting up Source Codes for In Memoriam/In Celebration Payments for In Memoriam/In Celebration Generating Letters for Next of Kin Organising In Memoriam/In Celebration thankq Electives Bequests You ll be introduced to all aspects of Bequest management.. ThankQ Finance 2 hours Overview Setting Up Bequests In Thankq Contact Management - The Deceased Person Is Already Entered As A Contact In Thankq - The Deceased Person Is Not Known To Thankq Financial Tracking Of Bequests Setting Up Bequests In Thankq - Types Of Bequests And Bequest Elements The Bequest/Legacy Form - Setting Up A New Bequest - Editing An Existing Bequest Setting Up Bequest Elements - Adding A Bequest Element - Editing A Bequest Element Managing Pledges Associated With Bequests - Creating Pledge For Bequest/Legacy Element Searching A Contact s Bequest Record Generating Reports Page 15 of 22

16 Writing Letters Associated With Bequests Bequest Management thankq Electives - Grant Applications You ll be introduced to all aspects of Grant Applications management and develop the skills to manage your Grant Applications program. ThankQ Finance 3 hours Creating Source Codes for Grants Creating Destination Codes for Grants The Grant Application Form Creating a Grant Application Setting up Main Contact Grant Application Funding Information - The Grant Application Funding Form - Adding and Editing Funding Information - Funding Totals Processing and Viewing Received Payments Additional Information - Adding/removing Information - Setting Priorities Actions - Action Management - Setting Priorities - Action Status Attachments - Attaching/Removing a File for an Application - Setting Priorities Notes Pledge Information Relating to Grants Grant Reporting Page 16 of 22

17 Managing Grant Applications thankq Electives Host/Guest Management You ll be introduced to all aspects of Host/Guest Management. ThankQ Events 2 hours Event Contact Details - Viewing Details - Inviting a Guest - Assigning Multiple Guests to a Host Contact Host/Guest Tab - Adding a Contact to a Host via the Host/Guest tab - Remove a Guest from a Host Reports - Indented Campaign, Division, Host List - List of Hosts for Selected - Host-Guest List for Selected - Host-Guest List for Selected (Separate Reports) - Host-Guest List (with total pledged for last 3 years) for Selected - Host-Guest List (with total pledged for last 3 years) for Selected (Separate Reports) - Audit Report History of Changes Host/Guest management Event Management thankq Electives - Volunteers This module details the step-by-step process the user will follow to use thankq to manage a volunteer programme Page 17 of 22

18 2 hours Flagging Contact Records as Volunteers Using Global Update to Flag Volunteers Adding Volunteer Details Volunteer contact information Other associated information Activity Role List Creating Activities Creating Roles Assigning Volunteers to Roles Volunteer Checks Agency Checks Self-Applications Managing a Volunteer Program thankq Electives - Timesheets This module details the step-by-step process the user will follow to create and manage timesheets ThankQ Finance 1 hour Creating and Editing Source Codes Creating a Timesheet Logging a Timesheet Locking a Timesheet Reporting Managing timesheets thankq Electives Questionnaires You ll learn how to use the Questionnaire module and develop a Word template for your questionnaire. ThankQ Questionnaires Page 18 of 22

19 2 hours Creating a questionnaire record Creating a questionnaire file Issuing a questionnaire form Logging a questionnaire Versions Analysing your results Creating questionnaire templates in Word Questionnaire set up, distribution and analysis thankq Searching and Reporting to Excel You ll develop a variety of search techniques using thankq and report your results to Excel. Filtering, Pivot tables and Charting are some of the techniques that you ll use to create your customised Excel reports. ThankQ Finance 3 hours Power Searches Complex Power Searches Yellow Box Searching Reporting and analysing your results in Excel - Filtering - Pivot Tables - Using Charts Extraction of data from thankq, preparation of reports thankq Power Users You ll be introduced to advanced functions of the thankq system. You ll be instructed on how to use advanced utilities for data extraction, power searching and reporting. Knowledge of Windows systems and programs Page 19 of 22

20 ThankQ Finance ThankQ Events 6 hours Basic Power Searches And Searches Vs Or Searches Constructing An Or Search Constructing An And Search Excluding Records From The Search Results Complex Power Searches Yellow Box Searching - Wildcards - Search Operators - Searching With Tick Boxes - Modifying A Saved Search - Re-Running Quick Searches - Back/Forward Buttons Sublist Filtering And Reporting Barcode Scanning - Barcode Purpose Types - Pledge/Donation - Event Attendance - Profile - Member Renewal - Set Do Not Mail Action Manager - Overview - Date Fired Actions - Setting Up A Date Fired Action - Function Fired Actions Contact Relationship Management (CRM) - Assigning Contacts To A Manager - Relationship Plan And Automatic Reminders - Flagging CRM Communications - Displaying CRM Contacts In CRM View - Meetings Tab Communications - Confidential Communications - Assign Communication To Another User Addressing And Mailing - Households - Show/Hide Household Page 20 of 22

21 - Copy Menu - Inclusive And Exclusive Mailing Preferences Groups And Profiles - Overview - Loading Contacts Into A Group Via Excel - Groups Tab - Create A New Group - Transfer Contact From This Group To Another Group - Add A Contact To A Selection Of Groups - Profile Tab - Highlighting A Profile - Adding A Profile To A Related Contact Other Features - Biographical Tab - Add/Remove Pictures - Audit Tab - Contact Audit Tab - Relationships Tab - Specify A Related Contact s Address As The - Default Address - Using a Related Contact s Address As A Mailing Preference Fundraising Statistics - Overview - RFM Explained - Defining Year Periods Events - Searching And Booking Techniques - Adding All Contacts From A Booking To A Structure Or Session Mail Manager - Segmentation Options Contact Reporting Financial Reporting Event Reporting Page 21 of 22

22 thankq Specialised Training ESIT offer a specialised training service, available to our clients who ve already completed standard training. Specialised training builds on the skills acquired during basic training and aims to refine your knowledge of the system. We tailor the training to your requirements. You can choose to cover topics from basic training which you may wish to review. Or you can select to examine areas and functions not covered in the standard training. Before a Specialised Training course can be reserved, we require a detailed list of topics you wish to cover during the session. Depending on the number and complexity of the topics we will calculate an estimated Approximate Duration for training and training preparation and quote accordingly. Training can be conducted either at your office or at ESIT s training centre. A maximum of two participants can attend thankq Specialised Training. thankq Reporter This module requires customised configuration and is consequently priced separately. Please contact ESIT regarding training for thankq reporter. Course Duration Course duration stated in outlines is approximate and depends on the number of attendees at any session. Page 22 of 22