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RECORDINGS: 2024 Office Hours & Trainings

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BetterUnite provides a deep dive training on one of the modules within the system every month called  Tech Tuesday Trainings. This year, we will also hold two open Office Hours each month that will begin with a short training and then we will answer any questions that you have about the BetterUnite software. Click HERE to view all upcoming trainings!

 

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Learn all about Contact Cards or Donor Records. How to create custom fields and the difference between the different types. 

 

 

 

 

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BetterUnite's built-in Contact and Donor Management tool is the backbone of your BetterUnite account and there is a lot that you can do to set up your Contacts & Donor Management account once your data has been imported.

 

 

 

 

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In preparation for our All Things Events training, we are going to do a quick touch on setting up Sponsorships and take a look at the "More Options" section of creating tickets before we answer all your burning questions! 

 

 

 

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Before we answer questions, we will take a Quick Look at the difference between Checkout and Guest Requirements and the difference between the types of custom fields for each. 

 

 

 

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We get a lot of great feedback on our Guest Experience pages and want to take you on a quick tour of one and how it can work for your event. 

Recording Coming

 

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Your event is right around the corner! Learn how to perform some of the main activities around managing your event and some options for follow up afterward.

 

 

 

 

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Adding an auction to your next event or want to learn more about them first? Don't miss this quick training on our auction feature and then ask all the questions you want!

 

 

 

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Need some help with making your BetterUnite pages prettier or want to know your options for formatting and choosing templates? Bring your questions and join us for this open office hours where we will learn a little about Page Design.

RECORDING COMING SOON

 

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In conjunction with National Volunteer Month, let's explore BetterUnite's Volunteer Management Module. We will go over how to create a volunteer sign up sheet, check and edit volunteer hours, pull volunteer reports, and link volunteer sign ups to your event pages!

RECORDING COMING SOON

 

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Continuing with our volunteer module, let's quickly look at how to set up multi-day and recurring volunteer sign up pages! Bring your questions for this or any piece of the software!

RECORDING COMING SOON

 

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Join us and ask us ANYTHING about the software! Open Office hours for any of your burning BetterUnite questions!

RECORDING COMING SOON

 

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Learn how to set up your End of Year and Giving Tuesday fundraising campaign pages and create your donor statements for those campaigns in advance of the busy Fall season.

RECORDING COMING SOON

 

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During this office hours presentation, we will be joined by our friends at Double the Donation for them to give a brief demo of how they can help you gain more donations during your End of Year campaigns using their employer matching program. 

RECORDING COMING SOON