Spektrix System Training Options - UK and Ireland

Dave McNamara
Dave McNamara
  • Updated

Whether you’ve just joined Spektrix or you’re looking for a refresher, we’ve got a variety of training options and resources to make sure you get the training you need. 

Below you’ll find several types of training resources as well as links to register for training where necessary. If you’re not sure what kind of training you’ll need, reach out to your Project Manager or our Support team and we’ll point you in the right direction.

 

Online System Training Webinars

Webinars are held monthly on a variety of topics and are led by members of our Support, Training and Consultancy team. These sessions focus on the general usage of the system, you’ll also have an opportunity to ask some more specific questions if you want.

NOTE: due to the potentially high volume of participants, we use 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.

 

Below are the types of webinars offered, as well as the links to register via Zoom.

Generally all webinars will run from 3pm to 5pm unless otherwise stated

  • To book onto a webinar, please choose the date you’d like to attend:
    1. 6 December
    2. 3 January
    3. 7 February (This session will run from 3.30pm to 5.30pm)
    4. 7 March
    5. 4 April
    6. 2 May
    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. We’ll 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:     

    1. Make a ticket sale through Spektrix
    2. Refund a ticket sale as payment, credit or a donation
    3. Take Donations, sell Gift vouchers and Merchandise
    4. Unpick tricky orders and troubleshoot if needed

    Webinar start times:

    • 3pm to 5pm

      

      
  • To book onto a webinar, please choose the date you’d like to attend:
        
    1. 7 December
    2. 4 January
    3. 1 February
    4. 1 March
    5. 5 April
    6. 3 May
    In the first half of this session we will look at reporting in Spektrix - running reports, creating Criteria Sets, and setting up Report Schedules. 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:     

    1. Run Reports in Spektrix and output them in different formats
    2. Understand the difference between Report Types
    3. Set up Report Schedules
    4. Understand Customer List logic
    5. Build Customer Lists

    Webinar start times:

    • 3pm to 5pm

      

      
  • To book onto a webinar, please choose the date you’d like to attend:
        
    1. 8 December
    2. 5 January
    3. 2 February
    4. 2 March
    5. 6 April
    6. 4 May
    The first half of this session will cover the basic setup required in order to accept donations, sell memberships, sign customers 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. 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:     

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

    Webinar start times:

    • 3pm to 5pm

      

      
  • To book onto a webinar, please choose the date you’d like to attend:
        
    1. 9 December
    2. 6 January
    3. 3 February
    4. 3 March
    5. 7 April
    6. 5 May
    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:     
    1. Set up an Event
    2. Understand how Price Lists, Price Bands and Ticket Types work
    3. Understand the process for creating Seating Plans and Overlays
    4. Set up Funds and make them part of the purchase path
    5. Set up Merchandise items

    Webinar start times:

    • 3pm to 5pm

      

      
  • To book onto a webinar, please choose the date you’d like to attend:
        
    1. 15 December
    2. 12 January
    3. 9 February
    4. 9 March
    5. 13 April
    6. 11 May
    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 to set up these campaigns 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:     
    1. Build email campaigns in Dotdigital
    2. Understand how Dotdigital integrates with Spektrix
    3. Set up and send scheduled and automated emails

    Webinar start times:

    • 3pm to 5pm

      


Go Live Training

Held during the implementation phase, these training sessions are led by a member of the Support Team and focus on preparing users to go live with their Spektrix System. They can be held virtually or in person. Go-live training is set up directly with your Project Manager.

 

Tailored Training and Consultancy

On occasion an organisation needs training on a very specific topic or area that goes beyond what they have learned in the sessions highlighted above. Pending team availability, tailored training sessions will be run by members of the Support, Training and Consultancy Team. Once you’ve completed basic system training, if you feel you need  a tailored session, fill in our Training Request Form with as much information as possible, and someone from the Support team will be in touch to help you find the best solution.

If you’re looking for help to achieve your organisational mid- to long-term strategic goals, then you may want to start a consultation with us. You can find out more about our Consultancy Services by reading our Consultancy at Spektrix article

 

Other Resources

For your immediate needs, you’ll find great articles in our Support Centre

 Additionally, we’re developing more self-serve options we hope to share with you in early 2023!

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