Virtuous Live Product Training Schedule

Learning how to use Virtuous CRM+ is integral to making the biggest Responsive impact through your organization. Virtuous is here to support! We offer a selection of live webinars throughout the month covering a variety of topics. Check out the offerings and detailed schedule below to register for any sessions that pique your interest. 

If you are interested in scheduling 1-on-1 training specifically for your organization, check out our 1-on-1 live training menu.

Schedule and Registration 

Each month, the same sessions are offered at varying time slots. To register for a specific session, click the hyperlink provided. All times are provided in Eastern Time. 

Note: Webinars are not held on scheduled holidays or when the Virtuous office is closed. 

Training Sessions Offered 

Each session offered has specific content. Each session offering is described in detail so you know what to expect and which sessions match your needs. 

Foundations

Not sure where to start using Virtuous CRM+? This is the place! This session provides a high-level overview of the key data structures in Virtuous CRM+, including Contacts, Individual, Campaigns, and Projects. 

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Queries and Reports Level 1

In this session, the different ways you can access your data will be reviewed. The Filter feature will be briefly covered as a means of quickly accessing your data. The bulk of this session is focused on how Queries work, the different query types, and best practices for saving and sharing queries among your team. In addition, exporting data from query results will also be covered as a means of accessing data. 

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Queries and Reports Level 2

This session is a continuation of the "Reporting Level 1" session. Level 2 will walk you through working with more complex queries, specifically Nested Queries. In addition, managing Standard Reports and Custom Reports will be discussed. 

Please note that this session does not cover the use of Metabase or Virtuous Analytics. 

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Receipting

During this session, an overview of the key receipting tools of Virtuous CRM+ will be presented. This includes template building, targeting, running, and tracking. Whether you're sending one-time receipts or annual statements, this session has you covered!

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Data Health Strategies

During this session, the main topics will be beginner strategies using the Data Health tool, intermediate level archiving tips of Contacts, Campaigns and Projects, and advanced level data health maintenance using Queries and Automations.

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If you find your organization may need 1:1 live training with the Virtuous Training Team, check out this Article outlining all the options offered.