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Train to gain the skills to bring results

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 but, if you don’t find what you’re after – or you believe that booking some bespoke training for you and your colleagues is the most effective, efficient and budget-friendly way to go – simply call Irena Bragg on 0121 458 7887 or visit the Contact page and send us an email.

Before you choose the courses for you, however, make sure you read our Terms & Conditions in full below.

donorflex Terms & Conditions

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 (except Datastream overview sessions) 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 (for example, regional user roadshows, seminars or user conferences).

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 before the event.

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 for beginners

This is a hands-on course (10am-1pm and 1.30pm-4.30pm)
The two sections of the course focus on Record Management and Income Management. You can attend either or both modules. However, if you choose the Income Management course on its own, we will need your confirmation that the delegate already has the appropriate experience of the ground covered by the Record Management course:

  • Record Management: The morning session (10am-1pm) focuses on all aspects of record creation, profiling and communications management.
  • Income Management: The afternoon session (1.30pm-4.30pm) is an Income Management module that will train the attendee to process income into donorflex using the full range of Income Management tools, with the exception of importing data. Basic Gift Aid procedures are also covered.

Course prerequisites: Basic keyboard and Windows skills
Cost: £300 per person for both, or £150 per person for a single course
Next date: Wednesday, October 16, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

Datastream Management Console

This is a hands-on course (10am-4pm)
The Datastream Management Console is donorflex’s powerful data-mapping function that enables you to define rules to repeatedly take structured data in one format (e.g. donations and / or event registrations captured on your website) and thus streamline repeated imports into donorflex.

In order to access the Datastream Management Console, clients must book paid-for training so that we can support you in your use of the facility:

Course prerequisites: Familiarity with donorflex modules and skilled in the use of donorflex Imports and Excel. The pace of this course assumes delegates have these competencies
Cost: £495 per person (no training vouchers)
Next date: TBA

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

JustGiving module

This is NOT a hands-on course (10am-3pm)
This module will allow you to become skilled in the transfer of data from and to JustGiving via their API. You’ll be guided through setting the module parameters, page coding and processing donation and Gift Aid reports.

Course prerequisites: Familiarity with donorflex modules and skilled in the use of donorflex Imports
Cost: £300 per person
Next date: Wednesday, October 23, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

Organised Events Basics

This is a hands-on course (10am-1pm)
The Organised Events course covers creating events, managing event participants / teams and processing income / expenditure. Bulk Update and enquiry tools will also be covered.

Course prerequisites: Good knowledge of core donorflex functionality – that is, Record Management, Power Search and Income Management.
Cost: £150 per person
Next date: Thursday, September 19, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

Organised Events Advanced

This is a hands-on course (1:30pm-4:30pm)
This course covers importing specifically in the context of Organised Events. It will cover importing new records (including duplicate-checking), participants / attendees and income into the Organised Events module.

Course prerequisites: Good knowledge of the Organised Events module and core donorflex functionality – for example, Record Management, Power Search and Income Management
Cost: £150 per person
Next date: Thursday, September 19, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

Imports & Exports

This is a hands-on course (10am-1pm)
The course focuses on what data can be imported into donorflex with specific focus on importing records (including duplication-checking) and, income plus insight into additional modular detail. Refreshing existing records and exporting data will also be covered.

Course prerequisites: Attendees must be familiar with using donorflex, basic computing knowledge and the ability to manipulate data in Excel. The course is intended for database administrators or other advanced users who are tasked with exporting data from, and bringing data into, donorflex, and who wish to understand all the issues.
Cost: £150 per person
Next date: Tuesday, October 22, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

Thank you for an excellent training session on Monday. I feel a lot more confident about importing and exporting – Michael Power, Database Administrator, Hartlepool and District Hospice

donorflex Lottery Basics *

This is a hands-on course (10am-1pm)
This course covers creating and managing lottery players and plays, processing lottery income, administering the draw as well as searching using the module’s integrated enquiry functionality.

Course prerequisites: Basic keyboard and Windows skills
Cost: £150 per person
Next date: Wednesday, November 13, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

donorflex Lottery advanced *

This is a hands-on course (1:30pm-4:30pm)
This course covers the bulk update tools (for example, mass cancellation, managing residual credit), imports (players, including duplicate-checking and plays and bulk-processing income) and lottery reports.

Course prerequisites: Good knowledge of the core features of the donorflex Lottery module
Cost: £150 per person
Next date: Wednesday, November 13, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

donorflex Raffle advanced *

This is a hands-on course (10am-1pm)
This course covers identifying recipients, setting up the draw and populating the draw with data . It also covers virtual tickets and preserving ticket ranges.

Course prerequisites: good knowledge of the core features of donorflex
Cost: £150 per person
Next date: Thursday, November 14, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

donorflex Raffle Basics *

This is a hands-on course (1:30pm-4:30pm)
This course covers managing raffle book / ticket returns, plus enquiries

Course prerequisites: Good knowledge of the core features of donorflex
Cost: £150 per person
Next date: Thursday, November 14, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

* Note: These four modules are intended for organisations that have implemented the additional donorflex Lottery or Raffle modules.

donorflex 10.2 to 11.1

This is NOT a hands-on course (10am-1pm)
This course is intended for organisation planning to move from donorflex 10.2 to 11.1. It emphasises the new features delivered in 11.1 – for example, new record management, enhancements to Organised Events).

Course prerequisites: Good knowledge of donorflex 10.2
Cost: £150 per person
Next date: Tuesday, October 15, 2019

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.

donorflex Overview

This is NOT a hands-on course (10am-1pm)
This free-of-charge overview is available to all client organisations that would like to gain insight into the functions and features donorflex offers. This is aimed at Chief Executives, senior manager and Trustees. Please note, it is NOT designed as a substitute for the donorflex Beginners course.

Course prerequisites: A desire to know more about donorflex
Cost: Free
Next date: TBA

To book, please email Alison Whitehouse with the names, roles and contact details of the colleagues who will be joining us. Alternatively, please call her on 0121 458 7887.