A collection of on-demand training for Gnosis users. Items without active links below are "work in progress" and will be released here as soon as they are available.
Getting Started
Basic System Administration
Reporting
- Understanding & Building Queries
- Creating a Participant Report
- Editing an Existing Report
- Repurposing an Existing Report
- Editing Print Layouts
- Using Gnosis Spreadsheet Reporting
Communications
- Creating a New Communications Category
- Creating and Editing Recipient Groups
- Creating, Testing and Running a Letter
- Creating, Testing and Sending Emails
- Using the Advanced Email Editor
- Managing Communication Preferences
- Creating a Mail File
- Sending Text Messages
Gifts Management
Pledge/Subscriptions Management
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- Setting up Pledge/Subscription Definitions
- Editing Pledge/Subscription Documents
- Opening a New Pledge/Subscription
- Invoicing & Billing Runs
- Pledge/Billing Reporting Options
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