Having great CRM database tools is one thing. But the most astute charities know that having the skills to use them to best effect matters just as much. Drop us a line and tell us which course or courses suit your needs.
Book your courseBelow, youll find a summary of our most popular courses. Theres something for everyone but, if you dont find what youre 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.
Great to spend the day with Jo from @donorflex - the @GHHospice FR team look forward to sculpting their database to achieve optimum results
Lisa Seccombe (@LisaSeccombe) November 16, 2016
These Terms and Conditions apply to all Care Data Systems training and user events. By booking, youre 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. See below for other specific exclusions.
2. Training vouchers cannot be redeemed against any other product or service from Care Data Systems (for example, our special-rate bite-size training and consultancy / regional user roadshows / seminars / 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.
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, well need your confirmation that the delegate already has the appropriate experience of the ground covered by the Record Management course.
Course prerequisites: Basic keyboard and Windows skills
Cost: £450 per person for both, or £225 per person for a single course
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is a hands-on course (10am-4pm)
The Datastream Management Console is donorflexs powerful data-mapping function that enables you to define rules to repeatedly take structured data in one format for example, 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: £750 per person (no training vouchers)
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is NOT a hands-on course (10am-3pm)
This module equips you to become skilled in the transfer of data from and to JustGiving via their API. Youll 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: £400 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
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: £225 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is a hands-on course (1:30pm-4:30pm)
This course covers importing specifically in the context of Organised Events. It looks at 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: £225 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is a hands-on course (10am-1pm, and 1.30pm-4.30pm see individual dates below)
The course focuses on what data can be imported into donorflex, with specific emphasis on importing records (including duplication-checking) and income, plus insight into additional modular detail. Refreshing existing records and exporting data is also covered.
Course prerequisites: Attendees must be familiar with using donorflex, basic computing knowledge and the ability to manipulate data in Excel. The course is 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: £225 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
Thank you for an excellent training session on Monday. I feel a lot more confident about importing and exporting Michael Power, Database Administrator, Alice House Hospice
This is a hands-on course (10am-1pm)
This course covers creating and managing lottery players and plays, processing lottery income, and administering the draw, as well as searching using the modules integrated enquiry functionality.
Course prerequisites: Basic keyboard and Windows skills
Cost: £225 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
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: £225 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
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: £225 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
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: £225 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
* Note: These four modules are intended for organisations that have implemented the additional donorflex Lottery or Raffle modules.
This is NOT a hands-on course (10am-1pm, and 1.30pm-4.30pm see dates below)
This course is for organisations planning to move from donorflex 10.2 to the current version, donorflex 11.1. It emphasises the new and enhanced features / functionality and offers guidance on preparing for the upgrade. It also focuses on post-upgrade tasks and information on best practice in the light of any changes.
Course prerequisites: Good knowledge of donorflex 10.2
Cost: £225 per person
Next date: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is NOT a hands-on course (1.30pm-4.30pm)
This course introduces the Consent & Preference tools that allow you to record the individual preferences expressed by your supporters, based on the Marketing Channels defined by the ICO and Fundraising Regulator. Whether youre an opt-in or opt-out charity, donorflex can manage your needs. Youll also learn how to use the database enquiry tools to select data, both for marketing purposes and for Consent & Preference analysis.
Course prerequisites: A desire to know more about donorflex
Cost: £225 per person
Next dates: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is NOT a hands-on course (10am-1pm, and 1.30pm-4.30pm see dates below)
This course shows how donorflex manages Gift Aid, from the point of recording a Gift Aid declaration through to the Gift Aid submission and potential repayment of Gift Aid back into the supporters record. Although the donorflex team is not an authority on Gift Aid, we will endeavour to impart the training in the fullest of understanding of Gift Aid legislation.
Course prerequisites: A desire to know more about donorflex
Cost: £225 per person
Next dates: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is NOT a hands-on course (10am-1pm)
This course demonstrates how your charity can use donorflex tools to manage your multiplicity of relationships with supporters. It covers the ABC of profiling Attributes, Biography and Cross references plus Relationships, which were new to donorflex 11. It also shows the potential for profiling through the use of geographic area coding.
Course prerequisites: A desire to know more about donorflex
Cost: £225 per person
Next dates: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is NOT a hands-on course (10am-1pm, and 1.30pm-4.30pm see dates below)
The DBA role is integral to your organisations success with donorflex. It involves taking a lead in the review, writing, and execution of the data policy and coding framework that are the foundations of your database, both during set-up and in the future. This course gives insight into, and experience of, each aspect of the DBAs role and responsibilities, illustrating how vital they are to the operational and future strategic success of your organisation. Confidence and control are the order of the day. Well give you the skills to take on this challenging but ultimately rewarding role.
Course prerequisites: A desire to know more about donorflex
Cost: £225 per person
Next dates: TBC
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
This is NOT a hands-on course (10am-1pm)
This free-of-charge overview is available to all client organisations wishing to gain insight about the functions and features donorflex offers. Its aimed at Chief Executives, senior managers 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
Booking instructions: Click the Bookings button beneath the main menu. Remember, this area is password protected, so please ask your donorflex Liaison Manager (DLM) to access it for you, using their login credentials
If you need training thats focused on the courses below, please call Alison Whitehouse or Irena Bragg on 0121 458 7887, or click the Contact link at the top of the page and send an email.
This course is designed to show you how to make the best of donorflexs fantastic campaigns functionality. With this skill-set, youll be able to accurately and efficiently segment your data for targeted campaigns, and then analyse the profitability of those campaigns. If your organisation follows the principles of the donor journey, then this is a course not to be missed.
If your organisation struggles with stock control and managing sales of Fundraising Merchandise, this is the module for you. It adds a key dimension to donor relationship tracking by providing an insight into the type and value of products your supporters are willing to buy and includes the opportunity to manage so-called virtual gifts and marginal donations. This course will demonstrate how to set up the Merchandise Module creating stock items, processing orders and sales. Although many organisations take their first step into Merchandise by looking first at how they sell their Christmas cards, it enables your charity to organise and run its retail operation throughout the year.
Three key areas of donorflex in the space of one session? You cant squeeze much more value than that into one morning or afternoon. This course is designed to provide insight into, and experience of, each module so that you can begin to see the role they can play in your organisations success.
This is a fantastic opportunity to learn more about making donorflex work for you.
If youre planning to manage Direct Debits in-house, this awareness-raising session should be regarded as a must-do part of your research. Well deliver a non-hands-on course that gives in-depth insight into how the donorflex module deals with Direct Debit management, so that you can return to your organisation and continue your planning in a clear and informed way.
Please ensure youve read our donorflex Terms & Conditions at the top of this page, as they provide key information (including use of our training vouchers).
We work with the key drivers of the UK charity sector.