HOME SERVICES Training courses
Which course to raise your skills, lift your results? PDF Print E-mail

Our training is more than just a run through donorflex, module by module, or a repeat of what you can read in the help guide. That approach would teach you what buttons to press, but not how to make the most of the system.

Instead, we take you into the heart of donorflex to show you how and why combining your use of various modules will turn your inspiration, ideas and energy into results.

Below, you'll find a summary of our most popular courses. There's something for everyone. Simply decide which source of insight and information is right for you and your colleagues and the causes that depend on you.

Then either phone (0845 345 7887) or email Irena Bragg by clicking this This e-mail address is being protected from spambots. You need JavaScript enabled to view it email link now to tell us what you want! Please make sure that you include all the details required.

If your preference is for one of our scheduled training modules, as soon as the required minimum of three delegates declare an interest, we'll diary a session on or as close to your preferred date as possible and come back you to to make sure that it suits.

Then we'll point you in the direction of the Courses and bookings link on the Client menu, where you can confirm your booking.

By booking, you'll be deemed to have accepted our Terms & Conditions (click to read).

Your training feedback

We hope your training lives up to these expectations. As ever, however, your feedback will help us to ensure that we maintain the high standard we like to deliver.

Please click on the Client menu's Surveys link to let us know your thoughts.

donorflex is a provider of CRM and fundraising software to UK charities

Last Updated ( Wednesday, 18 January 2012 14:10 )
 
Easing a beginner into donorflex PDF Print E-mail

It's a fact of third-sector life that roles and faces often change within your organisation when you can least do with it.

It leaves your new colleague needing to become familiar with the team member that knows the majority of answers and never has a day off – donorflex.

Last Updated ( Thursday, 19 January 2012 11:20 )
Read more...
 
Campaign management explored PDF Print E-mail

This course is designed to make the best of donorflex’s campaigns functionality so that you can accurately and efficiently segment your data for targeted campaigns and analyse their profitability.

If your organisation follows the principles of the 'donor journey', then this is a course not to be missed.

Last Updated ( Thursday, 17 November 2011 10:45 )
Read more...
 
Lottery administration PDF Print E-mail

This course is specially designed for your lottery team so that they’re equal to the task of creating new lottery players, processing lottery plays and searching using the module’s enquiry functionality.

Although it won’t go through the process of a lottery draw, you'll go back to base armed and equipped to make the most of 'one cause, one database'.

Last Updated ( Thursday, 17 November 2011 10:47 )
Read more...
 
Making the most of Merchandise PDF Print E-mail

All eyes turn to Christmas for fundraising operations, once your summer events have happened – and vice-versa.

So there's never a better time than this to find out how the Merchandise module can make the festive or sunshine seasons a pleasure, not a problem.

Last Updated ( Thursday, 17 November 2011 10:50 )
Read more...
 
Organised Events makes the difference PDF Print E-mail

The increasing popularity of events like Midnight Walks and gala balls presents you with a big chance to raise funds and spread the word but the workload can be huge, and the margin for error non-existent.

Your first task is to cover the cost of staging the event. The next is to make it such a success that your supporters will want to come back, year after year.

Last Updated ( Thursday, 17 November 2011 10:53 )
Read more...
 
Regular giving made swift and stress-free PDF Print E-mail

Are you still updating your Standing Order givers through Batch Donations?

If you are, this is the course that will transform your working day. Automating the process will make it faster and more secure.

Last Updated ( Thursday, 17 November 2011 10:55 )
Read more...
 
Importing and exporting data the easy way PDF Print E-mail

This is a practical training course providing hands-on experience in exporting data from and importing data into donorflex.

The course focuses on what data can be brought into donorflex and how that data must be structured.

Last Updated ( Thursday, 17 November 2011 10:58 )
Read more...
 
Database Administrator: The key to your success PDF Print E-mail

It’s impossible to over-estimate the importance of the donorflex Database Administrator role within your organisation.

It involves playing a vital part in the review, writing and – crucially – the execution of the data policy and coding framework that are the lifeblood of your database. In short, we believe that every donorflex client should have someone who gives priority in their day-to-day work to these responsibilities.

Read more...
 
donorflex 10 overview PDF Print E-mail

With each week that passes, more and more organisations are upgrading to donorflex 10.

This module gives users a chance to look at some of its new features before making the transition.

Last Updated ( Thursday, 17 November 2011 11:06 )
Read more...
 
The A to Z of donorflex PDF Print E-mail

This course draws its original inspiration from the reaction to our very successful run of Regional User Group roadshows in 2008 – the A to Z of donorflex.

The format passed control of the agenda over to you. In short, you picked a letter and asked your question about any aspect of donorflex.

Last Updated ( Thursday, 28 July 2011 14:16 )
Read more...
 
donorflex awareness and overview PDF Print E-mail

Our free donorflex overview course is designed to increase awareness among your users – whether they're new to the organisation or just the role – of what the database is capable of doing for your mission.

We look at the full scope of functionality in a course that's particularly pertinent when it coincides with new releases.

Last Updated ( Thursday, 19 January 2012 11:20 )
Read more...
 
Profiling: Managing people, managing processes PDF Print E-mail

donorflex understands that running a successful fundraising operation is about far more than maintaining a database of individual donors, important though they undoubtedly are.

More and more organisations look to major donors and trusts for support, particularly with high-profile campaigns and capital projects. Winning their confidence and backing takes hours of meticulous research and planning, because understanding the rhythm and detail of their corporate and trust processes is an absolutely essential part of your path to success.

Last Updated ( Thursday, 17 November 2011 11:10 )
Read more...
 
Template and mail-merge management PDF Print E-mail

There are so many reasons to make this course the next date on your diary. Let's consider them.

For many supporters, the right personalised thank-you letter dropping on to their doormat, or the timely reminder arriving in their e-mail inbox, is the best way to show your gratitude and professionalism. The Communications module can manage the entire process – which means it's worth its weight in gold.

Last Updated ( Thursday, 19 January 2012 11:19 )
Read more...
 
Reports: Digging for gold in your data PDF Print E-mail

This is where the true power of donorflex comes into its own.

The reason we speak so much about your data policy, and the discipline and consistency with which it's followed, is because we know two simple facts good data is worth its weight in gold, unreliable data is worth nothing. And we don't need to go any further than Gift Aid to underline that.

Last Updated ( Thursday, 19 January 2012 11:21 )
Read more...
 
Collecting Boxes, Legacy, Info Requests, Events & Pledges PDF Print E-mail

Four key areas of donorflex in the space of one session? You can't squeeze much more value than that into one afternoon.

This course will give you insight and experience of each aspect, illustrating how productively they can play a part in your operation.

Last Updated ( Thursday, 19 January 2012 11:21 )
Read more...
 
Terms & Conditions PDF Print E-mail

These Terms and Conditions apply to all Care Data Systems training and user events. By booking, you're deemed to have accepted them:

1. You may redeem training voucher/s to deduct £75 off scheduled donorflex training modules or dedicated training either on site or at Care Data Systems training facility in Birmingham.

2. Training vouchers cannot be redeemed against any other product or service from Care Data Systems.

3. Training voucher redemptions MUST be stated at time of booking, as vouchers cannot be redeemed once the transaction has been processed by Care Data Systems.

4. A maximum of one training voucher per delegate redeemable at any training module.

5. A maximum of two training vouchers redeemable against any dedicated training day (not per delegate).

6. Your payment must be received to confirm your booking.

7. We reserve the right to cancel or reschedule any course without prior notice. We will endeavour, where possible, to give notice of any cancellation.

8. Our cancellation policy is as follows. No refunds will be given for places cancelled within eight working days of the scheduled training or user event date.

donorflex is a provider of CRM and fundraising software to UK charities

Last Updated ( Monday, 14 November 2011 16:05 )