Back-End Administration for Hosts

This course prepares new staff members and clients to use basic back-end functions of the Giving Days platform.

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About this course

This course prepares new staff members and clients to use basic back-end functions of the Giving Days platform.

Learning Objectives:

  • Locate nonprofit and fundraiser information
  • Add and edit admin user information
  • Explain the importance of resending emails
  • Edit email templates
  • Manually enter donations
  • Search for and refund donations
  • Override tickers
  • Award prizes

Curriculum

  • Welcome Video
  • Course Introduction
  • Lesson 1 - Overview: Giving Days User Types
  • Introduction to Backend Admin Functions for Hosts
  • Lesson 1 - Filtering Through Nonprofit Information
  • Lesson 2 - Filtering Through Individual Fundraisers
  • Lesson 3 - Watch It: Locating and Uploading Files
  • Adding and Editing Pages, Users, Announcements, and Emails
  • Lesson 1 - Watch It: Adding and Editing Admin and Public Pages
  • Lesson 2 - Watch It: Adding and Editing Event Administrators
  • Lesson 3 - Watch It: Adding and Editing Announcements
  • Lesson 4 - Watch It: Resending Emails
  • Lesson 5 - Watch It: Editing Email Templates
  • Lesson 6 - Practice It: Editing Email Templates
  • Milestones and Basic Information
  • Lesson 1 - Watch It: Managing Basic Information and Milestones within Gives Day Records
  • Lesson 2 - Practice It: Creating and Editing Milestones
  • Donations and Refunds
  • Lesson 1 - Watch It: Manually Entering Donations
  • Lesson 2 - Practice It: Manually Entering Donations
  • Lesson 3 - Watch It: Refunding Donations
  • Lesson 4 - Practice It: Refunding Donations
  • Overriding Tickers and Awarding Prizes
  • Lesson 1 - Watch It: Ticker Overrides
  • Lesson 2 - Practice It: Ticker Overrides
  • Lesson 3 - Watch It: Awarding Prizes
  • Lesson 4 - Practice It: Awarding Prizes
  • Conclusion
  • Review
  • Resources
  • Goodbye!

About this course

This course prepares new staff members and clients to use basic back-end functions of the Giving Days platform.

Learning Objectives:

  • Locate nonprofit and fundraiser information
  • Add and edit admin user information
  • Explain the importance of resending emails
  • Edit email templates
  • Manually enter donations
  • Search for and refund donations
  • Override tickers
  • Award prizes

Curriculum

  • Welcome Video
  • Course Introduction
  • Lesson 1 - Overview: Giving Days User Types
  • Introduction to Backend Admin Functions for Hosts
  • Lesson 1 - Filtering Through Nonprofit Information
  • Lesson 2 - Filtering Through Individual Fundraisers
  • Lesson 3 - Watch It: Locating and Uploading Files
  • Adding and Editing Pages, Users, Announcements, and Emails
  • Lesson 1 - Watch It: Adding and Editing Admin and Public Pages
  • Lesson 2 - Watch It: Adding and Editing Event Administrators
  • Lesson 3 - Watch It: Adding and Editing Announcements
  • Lesson 4 - Watch It: Resending Emails
  • Lesson 5 - Watch It: Editing Email Templates
  • Lesson 6 - Practice It: Editing Email Templates
  • Milestones and Basic Information
  • Lesson 1 - Watch It: Managing Basic Information and Milestones within Gives Day Records
  • Lesson 2 - Practice It: Creating and Editing Milestones
  • Donations and Refunds
  • Lesson 1 - Watch It: Manually Entering Donations
  • Lesson 2 - Practice It: Manually Entering Donations
  • Lesson 3 - Watch It: Refunding Donations
  • Lesson 4 - Practice It: Refunding Donations
  • Overriding Tickers and Awarding Prizes
  • Lesson 1 - Watch It: Ticker Overrides
  • Lesson 2 - Practice It: Ticker Overrides
  • Lesson 3 - Watch It: Awarding Prizes
  • Lesson 4 - Practice It: Awarding Prizes
  • Conclusion
  • Review
  • Resources
  • Goodbye!