New to Virtuous? Looking for a refresher for you or your team? Well, we can help with that.
If you would like to arrange some additional live training, conducted virtually or in person, we offer a wide range of paid training courses. Take a look at the list below; you can reach out to your Customer Success Coach to arrange training with your team.
All courses are delivered virtually via Zoom unless otherwise specified.
| Course Title | Duration | Description | Cost (per session) |
|---|---|---|---|
| Virtuous Basics | 90 minutes | Initial orientation for new users, including basic navigation, understanding the structure of Virtuous data, and high-level instruction on using searches, filters, and queries. Also covers managing tasks and logging activity via notes. | $250 |
| Virtuous Gift Processing | 90 minutes | Training for gift entry staff on all aspects of gift entry and receipting, including management of pledges and recurring gifts. | $250 |
| Campaign Tools | 1 hour | An overview of the Campaign structure and guidance for using Campaign tools in Virtuous | $150 |
| Virtuous Admin Tools | 1 hour | Instruction for new administrators on managing users and permissions and configuring/customizing aspects of Virtuous. | $150 |
| Virtuous Automation | 2 hours | Split into two separate sessions. The first provides an overview of the structure of automated workflows in Virtuous. The second session will be a working session focused on reviewing and beginning to build an actual custom workflow. | $300 |
| Virtuous Projects | 1 hour | A review of the Project structure in Virtuous and additional Project features. This session includes advice for your finance team on keeping Projects in sync with your accounting system. | $150 |
| Virtuous Giving and Forms | 1 hour | Assistance with setup and configuration of Virtuous Giving, including a walkthrough of the form builder, creating and embedding forms, and options for tracking Segments and Projects in forms. | $150 |
| Virtuous Marketing | 3 hours | Split in to three separate sessions. This course combines the Virtuous Campaign and Virtuous Automation training, and can optionally include a review of Virtuous email features, including email lists. | $400 |
| Virtuous Finance | 3 hours | Split into two separate sessions. This course combines Gift Processing training with a review of Projects and assistance with exporting data for import to your accounting system. | $400 |
| Virtuous Events | 1 hour | A review of the event management tools in Virtuous and assistance with creating and embedding Virtuous event forms and/or configuring Eventbrite integration. | $150 |
| Virtuous Grant Management | 1 hour | A complete overview of the grant management tools in Virtuous, including linking Gifts with Grants and tips for reporting on grant funding. | $150 |
| Virtuous Queries and Reports | 1 hour | Instruction for users on working with the query tool, including assistance with specific queries, and building custom reports. | $150 |
| Virtuous Q&A | 1 hour | AN opportunity for live Q&A and review of key concepts with a Virtuous trainer. | $150 |
| Live Onsite Training | TBD | An opportunity for a full day (or more) of customized instruction, with a training agenda tailored to the specific needs of your team | $1,000/day, plus travel expenses |
Don't see exactly what you need? No worries! Contact us to discuss customized training options. We'll assess your team's needs and recommend a training plan just for you.