Are you looking to take a deep dive into the Virtuous products?
You're in luck! The Virtuous Training team hosts a monthly Training Deep Dive webinar, formerly known as The Virtuous Insider, where best practices, complex ideas, applications, and new features are showcased in depth. Each session focuses on a different topic and incorporates features across Virtuous CRM, VOMO, and RaiseDonors.
We meet at 3 pm EST on the second Thursday of every month - you can see our full calendar for 2024 below.
You can use the registration link below. You only need to register once for the full year of sessions.
What to Expect Before
In the chart below, we'll add a few resources next to the session you plan to attend with all the information and concepts you may want to brush up on to jump right in during the live session. Typically, you will see Support Articles, Virtuous Training Academy Modules, and possibly previous webinars included there.
What to Expect During
All sessions are recorded and will be available in the Support Center and the chart below following each session. As an attendee, you will have access to the chat and Q&A options. We highly encourage attendees to participate in both! The Virtuous Training Team will be monitoring the chat and Q&A submissions so send them on in.
What to Expect After
Following each session, the link to the recording will be posted in the Support Center and in the chart below. In addition, the Virtuous Training Team will be providing a set of suggestions to help your team take the first steps in tackling the presented concepts.
2024 Calendar of Session Topics
| Date | Topic | Details | Resources |
| January 11th | Annual Receipting Execution | In this session, you will be walked through a detailed breakdown of the annual receipting process with best practices woven through all the examples shown. | |
| February 8th | Strategic Event Management | In this session, best practices around managing event planning, sponsorships, invites, advertisements, and more will be reviewed. | |
| March 14th | Strategic Volunteer Management | Learn how a great Volunteer Sign Up form paired with a robust set of Automation Workflows can allow your team to deliver a responsive and value-driven experience for all your Volunteers. | |
| April 11th | Spring Data Cleaning | The main topics of this session will be archiving and using the Data Health Tool. When should you archive a Project or a campaign? What processes should be considered? How often should you be reviewing possible Contact merges in the Data Health Tool? | |
| May 9th | Optimizing Forms | Creating an engaging Form that asks for the right information can drastically impact the donor experience and the responsiveness of your team. In this session, we'll cover the different ways you can format and customize Forms types. | |
| June 13th | Optimizing Email Marketing | Tips and tricks to fine-tune your Marketing strategy, targeting, and personalization! We'll cover the Sent Email Query type and how you can use it to target Individuals based on email behavior. | |
| July 11th | Campaign Best Practices | Campaigns can come in all shapes and sizes. What are some best practices you can use to make reporting and widgets value packed for different parts of your organization? | |
| August 8th | Automation Showcase | Not sure where to start with Automation, or where to go next? In this session, three different automation examples, including Donor Management, Volunteer Management, and Event Management, will be reviewed in detail to show a few possibilities and how they can be executed. | |
| September 12th | Strategic Data Gathering | How do you ask your different audiences for information? How can you build this approach into automation, email templates, and various Forms? This session will cover exactly these questions! | |
| October 10th | Planning a Successful Multi-Channel Campaign | What donor data is readily available in your Virtuous CRM? In this session, the different layers of customization that can be baked into Email Marketing, Online Forms, and different aspects of a Multi-Channel Campaign, including tracking, will be reviewed. | |
| November 14th | Strategic Major Donor Management | Learn how pairing the Gift Ask Pipeline with a set of Automation Workflows and Organization Groups can allow your team to have focused portfolios with relevant and actionable Tasks being brought to their attention. |
Check back later! |
| December 12th | Annual Receipting Preparation | With a new calendar year right around the corner, this session will focus on the various preparation steps for the Annual Receipting process. Receipt Templates and Gift Queries will be reviewed in detail. |
Check back later! |