On-demand training videos cover subjects from Sales to Fundraising, Event Set Up and System Administration.
These videos offer you the chance to refresh your memory, learn the system for the first time or boost your Spektrix system confidence!
NEW: Spektrix Training Page
Visit the new Spektrix Training Page to:
- Watch our Core Concept videos
- Sign-up for an Instructor-Led Training
- Take a quick course to upskill with eLearning
Visit the Spektrix Training page
How does the On-Demand Library work?
Once you know what subject you’d like to learn about, click the link from the list below to jump to that section and hit play!
With our range of on demand videos, you can stop, restart and jump forwards or backwards in time to match a pace of learning that suits you.
Each video is captioned and you can amend the audio settings.
The topics covered are:
- Sales explores the Sales Interface including processing sales, refunds, creating Customer accounts and more.
- Customer Relationship Management covers your Customer accounts including how to attach additional information to them, such as Normal Tags and Contact Preferences.
- Segmentation - How to Create a Tag eLearning looks at Customer Lists, Global and Local Segments, and Autotags.
- Event Set Up covers setting up all aspects of your Events and Instances.
- Reporting looks at the basics of Reporting in Spektrix, from searching for a report to setting up automated Report Schedules.
- Offers and Eligibility covers setting up Offers, Merchandise, Priority Booking and more .
- Integrated Emails - eLearning shows how to create a campaign in DotDigital and sending integrated emails via Spektrix.
- Pre- and Post-Event Emails - eLearning covers the setup required in Dotdigital and Spektrix for Pre- and Post-Event Emails.
- Fundraising and Opportunities covers the Opportunities Interface and Fundraising tools in Spektrix.
- Gift Aid covers Gift Aid setup, declarations, and claiming with HMRC.
- Fixed Series - eLearning covers the basics of what a Fixed Series Subscription is in Spektrix, how to sell them, and the step by step process of planning out a Fixed Series build from scratch and the Roll Over process.
- Ticket Subscriptions covers the creation and selling of Ticket Subscriptions. These videos are contained within a separate Ticket Subscriptions web page.
Accessibility guidance
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Audio: you can amend the sound level by selecting the speaker button, this will turn green and a bar will appear, move it up/down to increase or decrease the volume.
Video: you can make the video full screen by selecting the full screen option on the right hand side of the volume button.
Captioning: Select the 'CC' option to turn the Captions on and off.
Timestamps: You can jump to each section by selecting each dot on the timeline, or by using the list icon to the left of the Caption function
Introduction to Spektrix
Sales
Customer Relationship Management
Event Set Up
Reporting
Offers and Eligibility
Fundraising and Opportunities
Gift Aid
Ticket Subscriptions
Find out about this feature on our Ticket Subscriptions web page.
Any feedback or questions?
Tell us how these videos worked for you and your team - you can submit any questions and all feedback through the Feedback Form.
Continue exploring online resources on the Support Centre.
Our Client Success team is available to answer any additional questions you may have: contact the team.
If you’ve watched these videos and would like a supplementary, tailored training session, please submit a Training Request form and we will evaluate your request.