Training Curriculum - Gnosis Communications

This article contains a list of self-paced training videos that will give you an overview of the Gnosis Communications System, as well as some guidance on planning your Communications Items. If you wish to maximize the benefit of one-on-one training time with Gnosis Support, this can be a great place to start before your webinar training session.

Preparing to Use Gnosis Communications

Another helpful step in planning your communications transition to Gnosis is compiling a list of all regular communications items to review with your Gnosis Support Person. For each item, identify the following information:

1. Communication Name
2. Media Type (email, letter, bulking mailing, text)
3. How often is this item sent out
4. Who is the item going to?

Example Comms Items & Information

• Weekly Program Email
  1. Email
  2. Weekly on Friday
  3. All active participants, board, Professional Advisory Board, with email addresses.

• Monthly Calendar Mailing
  1. Bulk Mailing
  2. The first week of the month
  3. All active participants should have a mailing address, and all active records should have opted in with one.

• Donor Newsletter
  1. Email
  2. Quarterly
  3. All donors with an email address

The articles/videos provided below offer valuable insights on how to set up your communication emails or texts. Consider bookmarking this for quick access at a later time.

GNOSIS COMMUNICATION INTRODUCTION

• Communications Center Walk Through: Communication Categories Page 
• (to be posted when approved)
• Communications Center Walk Through: Communication Categories Page (to be posted when approved)
• Communications Center Walk Through: Communications Editor Page (to be added)
• Exporting & Importing Communications
• Components of Common Communication Items
• Setting Your Email/Mobile for Test Messages
• Managing Communication Preferences (video)
• Managing Communication Opt-Out Requests
• Creating a Mail File (video)
• Event Reminder Communications Planning & Criteria
• Email History on Your Web Portal
• Creating, Testing and Running a Letter (video)
• Changing Between Opt-Out and Opt-In for Communications
• Setting Up Auto-Acknowledgements for Online Gifts

RECIPIENT GROUPS & EMAIL/TEXT SCHEDULER

• Recipient Group (RG) Basics
• Creating a New Communications Category (video)
• Creating and Editing Recipient Groups (video)
• Sending to Multiple Recipient Groups
• Recipient Group Counts/ Mail File Preview/ Viewing Opted-Out Data (View Final Recipient List)
• Email & Text Messaging Scheduler
• Setting Up Auto Event 2 Day Reminder Email
• Copying Report Criteria/Query to Recipient Group
• Complex Bulk Mailing Lists/Recipient Groups

EMAIL COMMUNICATIONS

• Benefits of Using Gnosis Email Communications
• Understanding Address and Email Info in Gnosis Reporting and Communications
• Setting Up an Email Client For Your Gnosis Hosted Email Account
• Managing Email Templates
• Creating, Testing and Sending Emails (video)
• Email Content Best Practices - How to Prevent Spam
• Email Guide: Tracking, Statistics, Removing Email Blocks and SPAM Flags
• Using Form Emails
• Email Sender Setup in Communications Center
• How to Test an Email Message
• Adding Auto-Login Tokens to Email Links
• Text for Gnosis Introductory Email
• Using the Forward to a Friend Email Function
• Setting Up Ad-Hoc Email Lists
• Bounced Email Primer (Revalidate Invalid Email)

EMAIL COMMUNICATIONS EDITOR

• Enhanced Email Editor
• Using the Advanced Email Editor (video)
• The New Email Icon Content Item - A Deep Dive
• The New Email Menu Content Item - A Deep Dive
• Email Design Best Practices
• Standard Gnosis Responsive Email Templates
• CSC Affiliate Responsive Email Templates
• Email Editor: Table Content Block
• HTML Content Templates
• Delegating Email Editing to Outside Parties
• Email Attachments / Document Links
• Email Footer Content Options (Including Unsubscribe Links)
• Using Images in Emails
• Setting Up Social Media Sharing for Emails
• Calendar Event and Registration Links
• Restoring Email Auto-Saved Versions

TEXT COMMUNICATIONS

• Text Messaging Using Gnosis Communications
• Basic Text Message Setup and Testing
• Setting Up Event-Related Text Messages