Training Academy

Video training, live webinars, and on-demand replays

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65 articles in this collection
Written by Scott Richards
Past Webinar Recordings

View Recording: July 2020 - Using Virtuous Forms to Connect With Your Constituents

Get to know your supporters to communicate more effectively
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View Recording: June 2020 - How Healthy is Your Data?

Learn how to use the newest Virtuous tools to make sure your database is ready for automating outreach
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Updated over a week ago

View Recording: May 2020 - Take Your Automation to the Next Level

Connect with donors via multiple channels
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Updated over a week ago

View Recording: April 2020 - Everything You Are Afraid to Ask About Automation

Make the Most of Virtuous Marketing and Connect With More Supporters
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Updated over a week ago

View Recording: Fundraising in a Time of Crisis - March 2020

Dealing with the impact of the coronavirus and its effects on fundraising
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View Recording: Using the Web Listener and Smart Arrays to Increase Giving - February 2020

Give Every Donor a More Personal Experience
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Updated over a week ago

View Recording: Get Ready for the Year End Gift Blitz - December 2019

Are you ready to process your end of year gifts and receipts?
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View Recording: Retain New Donors With a Responsive Automation - November 2019

Engage New Donors and Boost Retention
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View Recording: Managing Pledges and Recurring Gifts - October 2019

Track ongoing giving commitments using the newest Virtuous features
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View Recording: Let Virtuous do it for You! Using Automation to Maintain Your Data - September 2019

Spend less time wrangling data and more time with donors
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Updated over a week ago

View Recording: Grant Management, Virtuous-Style - August 2019

Track your progress and manage grant applications in Virtuous
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View Recording: End-to-end Digital Fundraising with Virtuous Giving - July 2019

Put all the Virtuous tools together to level up online!
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View Recording: Successful Segmentation at any Size - June 2019

Use Segments to track your Campaign data effectively
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View Recording: How to Build a Marketing Battle Plan That Works

Bonus Summer Webinar Series- Ultimate 2019 Marketing Techniques
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View Recording: Creating an Automated Nurture Series - May 2019

Use Virtuous Automation to Build Lasting Donor Relationships
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View Recording: Performing a Data Audit - April 2019

Don't let bad data hold you back
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View Recording: Creating a Strong Email Welcome Series - March 2019

Learn tips and tricks for communicating with new prospects
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View Recording: Using Automation for Major Gifts - February 2019

Learn how automation can work for internal processes
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Updated over a week ago

View Recording: Gift Entry and Receipting for Year End - December 2018

Get Those Year End Gifts In!
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View Recording: Managing Volunteer Opportunities - November 2018

Track Opportunities and Volunteer Hours in Virtuous
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View Recording: Virtuous Giving and Forms - October 2018

Find New Prospects and Increase Online Conversion with Virtuous Giving
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View Recording: Manage Grants Like a Pro - September 2018

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View Recording: Sending and Managing Email - August 2018

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View Recording: Tips for Fundraisers - July 2018

Working Day-to-day in Virtuous and Connecting With Your Givers
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View Recording - Virtuous Automation Series: Before You Build a Virtuous Workflow

Do These 4 Things to Maximize Your Automation ROI
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View Recording - Virtuous Automation Series: 4 Campaigns You Can't Live Without

Take your automations to the next level
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View Recording - Virtuous Automation Series: Tag, You're It!

Keep your workflows humming
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View Recording: Tips for Building Effective Queries - June 2018

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View Recording: Understanding Campaigns and Projects - May 2018

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View Recording: Managing Pledges and Recurring Giving - April 2018

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View Recording: Managing Events in Virtuous - March 2018

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View Recording: Personalize at Scale with Virtuous Automation - February 2018

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View Recording: Gift Entry Tips & Tricks - December 2017

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Gift Processing

Gift Processing - An Overview

Get to know the Virtuous Gift Import Tool and see how various types of donations are processed
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Written by Scott Richards
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Gift Processing - Creating a Batch

Some quick tips and an overview of creating a new batch of gifts
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Updated over a week ago

Gift Processing - Finding Your Donor

See how easy it is to search and find the right donor when entering gifts
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Gift Processing - Gift Types

Learn all about the various Gift Type options available in Virtuous
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Gift Entry - Projects & Segments

Learn about the roles Projects and Segments play when entering donations in Virtuous
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Gift Entry - Premiums

Track the value of anything your donors receive for accurate tax-deductible receipting
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Updated over a week ago

Gift Entry - Passthrough Gifts

Manage gifts from donor-advised funds and other third parties easily
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Gift Entry - Pledges & Recurring Gifts

Learn how to manage long-term donor commitments
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Updated over a week ago

Gift Entry - Charging Credit Cards

See how easy it is to charge credit cards with Virtuous Giving, all as part of gift entry in Virtuous
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Gift Entry - Needing a Match

See how the Virtuous import tool identifies records that need to be reviewed for matching accuracy
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Written by Scott Richards
Updated over a week ago

Gift Entry - Needing Updates

Learn how the Virtuous Gift & Contact Import tool allows you to address data changes and resolve issues on the fly
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Written by Scott Richards
Updated over a week ago