Online System Training

Brett Mills
Brett Mills
  • Updated

PLEASE NOTE: THIS SERIES OF TRAINING WEBINARS IS CURRENTLY ONLY AVAILABLE TO USERS AT SPEKTRIX ORGANISATIONS

We’re currently running a series of online 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 onto as many as you’d like. In this guide, we’ll explain the purpose of these sessions, what’s involved in each one, how you can join in and what we recommend you do afterwards. The sessions are aimed at Spektrix users in the UK, Ireland, the USA and Canada. Note: If you're a client based in the USA or Canada, you can also register for online Multi-Client Training Sessions. 

Here are the sessions we’re currently running:

What are the sessions for?

As well as providing personalised training sessions on a range of subjects, which we can tailor to the specific needs of your organisation and deliver either, remotely, over the phone or in person, we’re also offering online sessions which cover the key uses of the system in order to upskill staff needing to quickly understand how to use Spektrix.

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 running additional 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 & 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

Dates:

  • Thursday 09 June 2022, 3pm to 5pm BST - click here to book onto the session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT
  • Thursday 07 July 2022, 3pm to 5pm BST - click here to book onto the session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT

Dotdigital & 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

Dates:

  • Monday 06 June 2022, 3pm to 5pm BST - click here to book onto this session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT
  • Thursday 14 July 2022, 3pm to 5pm BST - click here to book onto this session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT

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

Dates:

  • Tuesday 07 June 2022, 3pm to 5pm BST - click here to book onto this session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT
  • Tuesday 05 July 2022, 3pm to 5pm BST - click here to book onto this session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT

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 (UK).

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 (UK)
  • 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)

Dates:

  • Monday 13 June 2022, 3pm to 5pm BST - click here to book onto this session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT
  • Wednesday 06 July 2022, 3pm to 5pm BST - click here to book onto this session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT

 

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

Dates:

  • Monday 23 May 2022, 3pm to 5pm BST - click here to book onto the session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT
  • Thursday 16 June 2022, 3pm to 5pm BST - click here to book onto the session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT
  • Monday 11 July 2022, 3pm to 5pm BST - click here to book onto the session
    • 10am to 12pm EDT
    • 9am to 11am CDT
    • 8am to 10am MDT
    • 7am to 9am PDT

 

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 and will provide you with actionable takeaways that you can implement in your Spektrix system for your own data analysis.

 

Dates: this session is now available on demand. Unlike the other webinars in the series this session is delivered in a presentation format without any audience interactivity. For this reason we're offering you the opportunity to watch a recording of a live session at a time that suits you. 
  • A recording of the latest webinar can be accessed here
  • A copy of the slides from the presentation can be found here
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.

 

What other training options are available?

If you're based in the USA or Canada, be sure to check out our Multi-Client Training Sessions, which offer a full suite of Spektrix training for you and your team. Alternatively, if you have any special training requests, or you're not quite sure what you need, please complete a Training Request form, and one of our Support team members will be in touch.

 

 

Was this article helpful?

9 out of 12 found this helpful

Have more questions? Submit a request