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:
- 6 December
- 3 January: This session has been cancelled.
Please choose another date and Contact Support to request the recording of the previous months session
- 7 February (This session will run from 3.30pm to 5.30pm)
- 7 March
- 4 April
- 2 May
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
- 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:
- 7 December
- 4 January: This session has been cancelled.
Please choose another date and Contact Support to request the recording of the previous months session
- 1 February
- 1 March
- 5 April
- 3 May
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
Webinar start times:
- 3pm to 5pm
- To book onto a webinar, please choose the date you’d like to attend:
- 8 December
- 5 January: This session has been cancelled.
Please choose another date and Contact Support to request the recording of the previous months session
- 2 February
- 2 March
- 6 April
- 4 May
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:- Understand how to set up Funds and Memberships in Spektrix
- Process gifts and capture gift recognition in the Sales Interface
- 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)
Webinar start times:
- 3pm to 5pm
- To book onto a webinar, please choose the date you’d like to attend:
- 9 December
- 6 January: This session has been cancelled.
Please choose another date and Contact Support to request the recording of the previous months session
- 3 February
- 3 March
- 7 April - Cancelled for Good Friday
- 5 May
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
Webinar start times:
- 3pm to 5pm
- To book onto a webinar, please choose the date you’d like to attend:
- 15 December
- 12 January: This session has been cancelled.
Please choose another date and Contact Support to request the recording of the previous months session
- 9 February
- 9 March
- 13 April
- 11 May
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
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!