ARCS Foundation Data Administrator Training Videos
The following four 2-hour sessions presented by Susan Engeman of CiviDesk were presented for ARCS Data Administrators responsible for managing ARCS chapter contacts (members, scholars, donors), events, memberships and awards.
Session 1: Contact Management
This session covers contacts types, creating new contacts, managing relationships between contacts, basic and advanced searches, using groups and tags and managing and reporting on activities.
Link to the video: https://youtu.be/yj1PumxEq4I
Session 2: Event Management
The second session for Data Admins covers Event Management. How to set up a new event, manage registrations for an event, including generating attendee lists and other reports.
Link to the video: [https://youtu.be/AOY_ZH7Xr7Y](https://youtu.be/AOY_ZH7Xr7Y)
Session 3: Membership Management
Membership management topics include membership types, status and rules, tracking memberships, collecting and reporting on dues and donations, and manually recording a membership. This session also goes over how to create a new Drupal user. All members and scholars need to have a CiviCRM contact record AND be defined as a Drupal user so they can log on and utilize the private part of our website.
Link to the video: https://youtu.be/CqjQA2CgPlg
Session 4: Awards, Reports, CiviMail, Price sets
The final session in this series covers:
- Scholar Awards: how to enter them, search for them and produce reports.
- Creating reports on other CiviCRM entities such as contacts, contributions, etc.
- Setting up a mailing using built-in CiviMail.
- Creating and using price sets for events and membership renewals.
Link to the video: https://youtu.be/ZPOUUfiw1OQ