Online Group Training

These sessions are aimed at Spektrix users in the UK and Ireland, and all times are in GMT. While users in the USA and Canada are welcome to join, we also offer training during normal business hours in North America, so we'd recommend submitting a Training Request to discuss your needs and help us find a solution.


We’re currently running a series of online group training sessions for Spektrix users on the fundamentals of the system - they’re all included as part of your Spektrix service, and you’re welcome to book into as many as you’d like. In this article we’ll explain what the purpose of these sessions is, what’s involved in each one, how you can join in and what we recommend you do afterwards. Here are the sessions we’re currently running:

What are the sessions for?

We normally provide personalised training sessions on a range of subjects, which we can tailor to the specific needs of your organisation and deliver either over the phone or in person. Under the current circumstances, with many regular Spektrix users furloughed and remaining staff needing to quickly understand how to use Spektrix - not to mention the impossibility of delivering training in person - we’re offering online group sessions which cover the key uses of the system.

Each session covers a different area of the system and its functionality, and is ideal either as an initial overview if you’re brand new to using Spektrix or a refresher if you just need a recap. Because of the group format we’re focusing on general usage of the system, but there will be the opportunity to ask some questions during the session which we’ll do our best to answer.

NOTE: we recommend you try to book into one of these sessions rather than requesting any of the basic training packs (i.e. Sales 1 or Insights & Mailings 1), as you’re likely to receive your training much quicker than if you arrange an individual session.


How do I book a session?

Check out the What’s available? section below, which explains what each session covers, and click the relevant link(s) to book yourself into any of the sessions you would like to attend. Spaces are limited, but we will be re-running sessions and providing more online resources in the coming weeks should a session become fully booked or you can’t make the dates or times below. We’ll keep this page updated with future dates as well.


What should I do afterwards?

These sessions are designed to give you the foundations for each topic, and should provide you with a lot of what you’re going to need to be able to use Spektrix. They can’t cover absolutely everything, however, and you might find that you would like to know more about specific features, tools or use cases, and how you can tailor them to best suit your organisation.

If that’s the case, you can request additional training (or a strategic consultation) from the Spektrix Support team by completing a Training Request form.


What’s available?

Here’s a breakdown of the different sessions which are available - you can book into as many of these as you like.


Customer Lists and reporting 
In the first half of this session we will look at reporting in Spektrix - running reports, creating Criteria Sets, and setting up report schedules - as well as giving some tips on how to report on lost income.

In the second half we will focus on how to segment your audience using Customer Lists, and how you can use this data both to report on, and target communications to your customer and donor base.

By the end of this session, you will be able to:

  • Run reports in Spektrix and output them in different formats
  • Understand the difference between Report Types
  • Set up report schedules
  • Understand Customer List logic
  • Build Customer Lists
  • Set up Customer List schedules


  • Tuesday 23rd March, 2.30pm to 4.30pm - click here to book onto this session
  • Thursday 22nd April, 10.30am to 12.30pm - click here to book onto this session


Dotdigital and email automation
The first half of this session will cover the basics of dotdigital, including adding users, creating campaigns, and some best practice advice. We’ll then hop over to Spektrix to demonstrate how these campaigns can be set up to send automatically using Customer List schedules.  

We’ll also provide some hints and tips on how to dynamically interact with your customers, donors and audiences.

By the end of this session, you will be able to:

  • Build email campaigns in dotdigital
  • Understand how dotdigital integrates with Spektrix
  • Set up and send scheduled and automated emails


  • Tuesday 16th March, 1.30pm to 3.30pm - click here to book onto this session
  • Thursday 22nd April, 2pm to 4pm - click here to book onto this session


Event setup
In this session we’ll cover the basics of building an Event in Spektrix, including all of the building blocks you need to have in place to get started. We’ll also demonstrate how to set up Merchandise items and cross-sell these from Events, as well as setting up Funds for donations and incorporating them into your booking path.

By the end of this session, you will be able to:

  • Set up an Event
  • Understand how Price Lists, Price Bands and Ticket Types work
  • Understand the process for creating seating plans and overlays
  • Set up Funds and make them part of the purchase path
  • Set up Merchandise items


  • Thursday 25th March, 10.30pm to 12.30pm - click here to book onto this session
  • Thursday 15th April, 2pm to 4pm - click here to book onto this session


Fundraising and Opportunities
The first half of this session will cover the basic setup required in order to accept donations, sell memberships and sign people up to giving schemes, and show you how to process gifts in Spektrix. We’ll also briefly cover how to capture Gift Aid declarations and demonstrate how to submit Gift Aid claims from within Spektrix.

For the second half of the session (for users with the Opportunities Interface) we’ll cover relationship management tools, so you can be sure you’re staying on top of important funding deadlines and recording all touch points with stakeholders during this break from business as usual. We’ll also make sure you have a basic understanding of key concepts unique to the Opportunities Interface.

By the end of this session, you will be able to:

  • Understand how to set up Funds and Memberships in Spektrix
  • Process gifts in the Sales Interface (and capture gift recognition)
  • Record Gift Aid declarations and submit claims to HMRC
  • Use Activities, including the BCC email tool, to manage relationships and deadlines (in the Opportunities Interface)
  • Understand how Campaigns and Opportunities work (in the Opportunities Interface)


  • Thursday 18th March, 10.30am to 12.30pm - click here to book onto this session
  • Tuesday 20th April, 2.30pm to 4.30pm - click here to book onto this session


Sales training
In this session we’ll take a look at the Sales Interface in detail, from basic ticket sales and refunds to crediting a customer’s account or converting a refund into a donation. We’ll tackle payment issues, and what to do if a mistake is made,  and show you the tools to add donations, merchandise, vouchers and more to increase your average spend.

By the end of this session, you will be able to:

  • Make a ticket sale through Spektrix
  • Refund a ticket sale as payment, credit or a donation
  • Take donations, sell gift vouchers and merchandise
  • Opt eligible donations into your Gift Aid claim
  • Unpick tricky orders and troubleshoot if needed


  • Wednesday 17th March, 10.30am to 12.30pm - click here to book onto this session
  • Tuesday 13th April, 2pm to 4pm - click here to book onto this session
Reporting on lost income
In this webinar we’ll be taking a deep dive into accounting and sales reports in order to help you gain a better understanding of how to use Spektrix reports to analyse the impact of cancelled events. We will look at how to determine the value of returned tickets in a particular time period, as well as the amount of money lost to refunds or retained in the form of donations, credit/vouchers and future ticket sales.

By the end of the session, you will be able to use reports to look separately at sales, returns, payments, and refunds. This knowledge can also be used to report on sales made prior to an event’s cancellation. The webinar will also cover Frequently Asked Questions, with time for a Q&A, and will provide you with actionable takeaways that you can implement in your Spektrix system for your own data analysis.


  • Thursday 4th March, 10.30am to 11.15am - click here to book onto this session

NOTE: in order to get the most from this webinar we recommend that you familiarise yourself with the following articles in advance of the session:

We recommend that attendees have at least a basic understanding of Spektrix report functionality – for a more entry level introduction, join us for one of the Customer List & reporting sessions above.


NOTE: due to the potentially high volume of participants, we’re going to be using the Zoom webinar platform to deliver these sessions. Please note that if you’re intending on joining a session via a mobile device or tablet then we'd advise you download the Zoom Cloud Meetings app in advance, as sessions will start promptly.

If you have any questions about these online group training sessions, please don’t hesitate to get in touch with the Spektrix Support team.

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