Trainings and Webinars

Click here to view recordings of past webinars and trainings

Upcoming Trainings and Webinars

BCRM Quarterly New Features Showcase - July 29, 2021

Audience: JA Area Associates - All

Level: Basic/Intermediate/Advanced

What: Quarterly Overview of New Features in BCRM

Time: 1:00 pm - 2:00 pm ET

Click here to download meeting invite.

BCRM - Program Management Data Entry Part 1 - July 30, 2021

Audience: Program Staff

Level: Basic

What: This course focuses on the key task of getting program related data added into BCRM efficiently. This course covers the key benefits of program data entry and breaks down information specific to School, Educator, Volunteer, Class, and Capstone.

Time: 12:00 pm - 2:00 pm ET

Click here to download meeting invite.

BCRM - Program Management Data Extension Part 2 - August 6, 2021

Audience: Program Staff

Level: Advanced

What: This course covers the administrative processes associated with managing and executing program related tasks. Key topics include: Searches, class management, class verification, creating copies, batches, kit management, class/volunteer suggestions, Blended processes, program reports and more.  

Time: 12:00 pm - 2:00 pm ET

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BCRM - Events - Gala and Board Meetings - August 20, 2021

Audience: Admin, Events and Development Staff

Level: Intermediate

What: Galas and Board Meetings are important events with numerous working parts. Track the details in BCRM, to create one place for all event related information. Topics: General event configuration, invitation registrations, registrations, registrant attributes and preferences, seating configuration, seating assignments, follow-up, and reports.

Time: 12:00 pm - 2:00 pm ET

Click here to download meeting invite.

BCRM - BCRM User Group - Constituents - August 26, 2021

Audience: JA Area Associates - BCRM Users

Level: Basic

What: Constituent Management, entering new records, tip for addresses, interactions, end date and solicit codes and more...

Time: 3:00 pm - 4:00 pm ET

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BCRM - Events - Golf - August 27, 2021

Audience: Admin, Events and Development Staff

Level: Intermediate

What: Golf events take long hours of meticulous planning to be successful. Track all of the details in BCRM this year to reuse it next year. Topics: General event configuration, invitation registrations, registrations, registrant attributes and preferences, seating configuration, seating assignments, follow-up, and reports.

Time: 12:00 pm - 2:00 pm ET

Click here to download meeting invite.

BBIS - Program Staff - Option 1 - September 14, 2021

Audience: Program Staff

Level: Intermediate

What: Creating Automatic Volunteer Assignment Emails (this session will repeat on September 16th)

This course will be an introduction to Blackbaud Internet Solutions. Includes walking through how to generate automatic Volunteer Assignment emails to be sent directly to volunteers.

Time: 11:00 am - 1:00 pm ET

Click here to download meeting invite.

BBIS - Development Staff - Option 1 - September 14, 2021

Audience: Development Staff

Level: Intermediate

What: Creating Automatic Pledge Reminder Emails (this session will repeat on September 16th)

This course will be an introduction to Blackbaud Internet Solutions. Includes walking through how to generate automatic pledge reminder emails to be sent directly to individual donors.

Time: 2:00 pm - 4:00 pm ET

Click here to download meeting invite.

BBIS - Development Staff - Option 2 - September 16, 2021

Audience: Development Staff

Level: Intermediate

What: Creating Automatic Pledge Reminder Emails (this is a repeat of the session from September 14th)

This course will be an introduction to Blackbaud Internet Solutions. Includes walking through how to generate automatic pledge reminder emails to be sent directly to individual donors.

Time: 11:00 am - 1:00 pm ET

Click here to download meeting invite.

BBIS - Program Staff - Option 2 - September 16, 2021

Audience: Program Staff

Level: Intermediate

What: Creating Automatic Volunteer Assignment Emails (this is a repeat of the session from September 14th)

This course will be an introduction to Blackbaud Internet Solutions. Includes walking through how to generate automatic Volunteer Assignment emails to be sent directly to volunteers.

Time: 2:00 pm - 4:00 pm ET

Click here to download meeting invite.

BBIS - Finance Staff - September 17, 2021

Audience: Finance Staff

Level: Intermediate

What: Export Definitions

This course will be an introduction to Export Definitions, the building blocks of automated emails. Includes creating one from scratch and the ability to export any BCRM query with information from the query not creating multiple rows per constituent.

Time: 11:00 am - 1:00 pm ET

Click here to download meeting invite.

Questions?

Contact helpdesk@ja.org or 1 (719) 540-6120.