NetForum Training

Learn how to use your NetForum AMS system to the fullest.

Choose from a variety of online courses and formats that work for your team. Whether it’s refreshers on the basics, next-level skill-building, or customized training, our learning opportunities provide the knowledge and confidence you need to succeed.

You’ll love these options with NetForum Training:

In-person classroom and virtual training options to match your schedule and budget

A variety of topics to meet the learning needs of every member of your staff who uses NetForum

A range of skill-building levels – from beginner and refresher to advanced – to help your team continue to grow

General

CRM

Fundraising

Accounting

Inventory

Admin

Membership

Abstract

Advertising

CEU’s and Certification

Committee

Events

General

NetForum 101

Basic 1hr

This course is designed for new users, or for anyone looking for a refresher in NetForum’s navigation.

Skill Up in Queries – Part 1

Moderate 2 hrs

This training will provide users with hands on experience creating basic queries using NetForum.

Skill Up in Queries – Pt2

Advanced 2 hrs

This session will introduce users to some advanced features of the query tool in iWeb.

This popular course is designed for brand new users of NetForum, or for anyone looking for a refresher in NetForum’s basic navigation and terminology. This is a good course to take prior to more in-depth module training in order to lay the foundation of how NetForum works.

Sample topics:

Navigation

Terminology

Preferences

Personalization

CRM

Basic Training 1 - CRM

Basic 1.5 hrs

General overview of the customer management functions of NetForum’s core module.

Basic Training 2 – CRM

Basic 1.5 hrs

Customer activity tracking, customer requests, assignments, and tasks.

Advanced Training – CRM

Advanced 1 hr

In this course, users will gain an understanding of more complex features of the CRM module.

This course provides a general overview of the customer management functions of NetForum’s core module: CRM. Users will learn how to create and maintain individual and customer records, as well as best practices for leveraging relationships and other key elements of the customer profile.

Sample topics:

Creating individual records

Creating organization records

Address, phone, and other contact information

Standard demographics

Relationship tracking

Navigating the CRM profile

Fundraising

Fundraising - Basic

Basic 3 hrs

Basic configuration of the fundraising module.

Fundraising – Adv. 1

Advanced 2 hrs

Set up and process more complex donation types.

Fundraising - Adv. 2

Advanced 2 hrs

Major donors, foundations, and government funders.

Fundraising – Consulting

Add On 10 hrs

Additional training on Fundraising module.

During this two-part course, users will learn how to perform basic configuration of the fundraising module to effectively track donors and prospects, process standard donations including gifts, pledges, and recurring gifts, and send out gift acknowledgements. Additionally, users will be introduced to key baseline gift reports and query tools for high level analysis of donors and donations. Please note that this course will be split into two sessions.

Sample topics:

Constituent Management

Creating Constituent Records

Tracking Donor Attributes

Tracking Donor Interactions

Tracking Giving Levels

Tracking Donor RFM (“Recency Frequency Monetary”) Statistics/Milestones

Gift and Pledge Processing

Fund, Campaign, and Appeal Set Up

Gift, Recurring Gifts, and Pledge Entry – iWeb and eWeb

Gift and Pledge Processing

Fund, Campaign, and Appeal Set Up

Gift, Recurring Gifts, and Pledge Entry – iWeb and eWeb

Upgrading and Downgrading Pledge

Pledge Payments

Soft Credits

Gift Acknowledgements

Basic Donation Reports and Queries

Fundraising

Fundraising - Basic

Basic 3 hrs

Basic configuration of the fundraising module.

Fundraising - Adv. 1

Advanced 2 hrs

Set up and process more complex donation types.

During this two-part course, users will learn how to perform basic configuration of the fundraising module to effectively track donors and prospects, process standard donations including gifts, pledges, and recurring gifts, and send out gift acknowledgements. Additionally, users will be introduced to key baseline gift reports and query tools for high level analysis of donors and donations. Please note that this course will be split into two sessions.

Sample topics:

Constituent Management

Creating Constituent Records

Tracking Donor Attributes

Tracking Donor Interactions

Tracking Giving Levels

Tracking Donor RFM (“Recency Frequency Monetary”) Statistics/Milestones

Gift and Pledge Processing

Fund, Campaign, and Appeal Set Up

Gift, Recurring Gifts, and Pledge Entry – iWeb and eWeb

Gift and Pledge Processing

Fund, Campaign, and Appeal Set Up

Gift, Recurring Gifts, and Pledge Entry – iWeb and eWeb

Upgrading and Downgrading Pledge

Pledge Payments

Soft Credits

Gift Acknowledgements

Basic Donation Reports and Queries

Fundraising - Adv. 2

Advanced 2 hrs

Major donors, foundations, and government funders.

Fundraising – Add Ons

Add On 10 hrs

Additional functionality of Fundraising module.

Accounting

Accounting Module Set Up

Basic 1.5 hrs

This course is designed for new users, or for anyone looking for a refresher in NetForum’s set up.

Basic Training 2 – Accounting

Basic 2 hrs

This training is designed for understanding of the fundamentals of NetForum’s accounting module.

Accounting Use Cases

Advanced 2 hrs

This session is designed to take users on a deeper dive into the general ledger entries.

This configuration training is designed for new users of NetForum, or those looking for a refresher in the basics of setting up the Accounting module. It’s ideal for organizations just beginning to use NetForum, as well as for anyone looking to modify the set up of a business unit, products, or accounting-specific dropdowns. Following the session, users will understand how to set up business units, including payment methods, fiscal years, and general ledger accounts. Additionally, users will learn how to configure values for fields such as media codes and source codes, as well as how to set up a simple product and price to sell via NetForum.

Prerequisite – Understanding of general accounting principles

Sample topics:

Business Units

Fiscal Year and Period Set Up

Payment Method Set Up

Invoice Terms and Collection Status

Installment Payment Set Up

GL Account Set Up

Default GL Accounts

Source Codes and Media Codes

Inventory

Product Set Up and Overview

Basic 2 hrs

The basics for set up of the most commonly used products in NetForum

Product Set Up and Overview - 2

Advanced 2 hrs

Taxes, shipping, and bundled products.

Product Fulfillment - 3

Advanced 1.5 hrs

This course provides an overview in using NetForum’s inventory management features.

Participants in this course will learn the basics for set up of the most commonly used products in NetForum: merchandise, publications, miscellaneous products, and discounts. Users will learn how to categorize products and set up effective pricing based on customer attributes, as well as how the products are sold in iWeb and eWeb.

Sample topics:

Product Categories and Types

Creating a Merchandise Product

Creating a Publication Product

Creating a Miscellaneous Product

Prices and Price Attributes

Inventory

Product Set Up and Overview

Basic 2 hrs

The basics for set up of the most commonly used products in NetForum

Product Set Up and Overview - 2

Advanced 2 hrs

Taxes, shipping, and bundled products.

Product Fulfillment - 3

Advanced 1.5 hrs

This course provides an overview in using NetForum’s inventory management features.

Participants in this course will learn the basics for set up of the most commonly used products in NetForum: merchandise, publications, miscellaneous products, and discounts. Users will learn how to categorize products and set up effective pricing based on customer attributes, as well as how the products are sold in iWeb and eWeb.

Sample topics:

Product Categories and Types

Creating a Merchandise Product

Creating a Publication Product

Creating a Miscellaneous Product

Prices and Price Attributes

Admin

Basic Training - Admin

Basic 1 hr

Fast-paced session will prepare administrators to set up and manage basic user security in iWeb.

Prerequisite – Basic understanding of NetForum navigation and module structure; user has administrative privileges and responsibilities for NetForum at his or her organization

Sample topics:

Setting up new security groups

Modifying existing security groups

Understanding roles

Setting up sales reps

Setting up super users

Configuration of Super Search (Bonus topic for Power Users!)

Membership

Membership Set Up

Basic 1 hr

This course will train users on configurable elements for managing a membership structure.

Managing Your Memberships

Basic 1.5 hrs

Critical tasks for managing memberships: Joins, Renewals, Rejoins, Transfers, and Terminations

Chapter Management

Basic 1 hr

Chapter functionality in NetForum is a hybrid of features from the Membership modules + CRM.

This course will train users on NetForum’s configurable elements for managing an organization’s membership structure. Users will gain an understanding of how to set up member types, terms, and packages to match the association’s business rules, as well as how to best leverage options for membership flowdown and linking subscriptions and memberships together. While all users can benefit from understanding how membership is structured in NetForum, the content of this course is best suited for power users who are responsible for the configuration of NetForum.

Sample topics:

Association Set Up

Membership Terms

Member Types

Member Benefit Flowdown

Member Statuses

Member Benefits

Adding New Membership Packages

Modifying Member Packages

Prorating Memberships

Abstract

Basic Training – Abstracts

Basic 1.5 hrs

The Abstract Module enables users to effectively set up and manage all of the abstracts submitted by your members.

Abstracts are commonly used by associations who offer their members, or the public, an opportunity to submit a summary of a presentation, paper, or poster to present at an event or include in a publication. The Abstract Module enables users to effectively set up and manage all of the abstracts submitted by your members. This session includes processes in iWeb and eWeb.

Prerequisite – Basic Training in CRM and Events, or equivalent knowledge of the features of the modules

Sample topics:

Abstract Category, Author Type, and Submission Status Set Up

Abstract Submission in iWeb and eWeb

Review Assignments and Responses

Scheduling Event Sessions from Recommended Abstracts

Advertising

Basic Training - Advertising

Basic 2 hrs

How to use the Advertising module to set up and sell advertising for subscriptions and publications.

During this session, users will learn how to use the Advertising module to set up and sell advertising for subscriptions and publications. This module is ideal for managing print advertising sales, but it can be leveraged for digital ads as well.

Prerequisite – Basic Training in CRM and Subscriptions, or equivalent knowledge of the features of the modules

Sample topics:

Managing advertisers and agencies in NetForum

Rate card set up

Advertising contracts

Insertion orders and ad placement details

Advertising invoices

Classified ads

CEUs and Certification

Basic 2 hrs

Enables users to effectively set-up and manage all of an organization’s certification programs.

Certification programs encourage individuals to maintain their skills and knowledge and learn about new developments in their field. The Certification Module enables users to effectively set-up and manage all of an organization’s certification programs including applications, courses, and exams. This module is related to the CEU module – both are covered in this course.

Prerequisite – Basic Training in CRM, or equivalent knowledge of the features of the modules

Sample topics:

Program Type, Certificant Status, CEU Type, Course Type and Other General Set Up

Tracking Course Providers and Courses

Certification Program Fee, Rules, and Requirement Set Up

Program, Course, and Exam Participant Tracking

CEU and Exam / Course Result Tracking

Tracking Earned and Self-Reported CEU Credits

Processes to Update Requirements, Award Certification, and Re-certify Participants

Basic Certification Reports

Committee

Basic Training - Committees

Basic 1.5 hrs

Keep tracking of participation, subcommittees, nominations, and other information tracking.

The Committee module allows users to keep tracking of participation, subcommittees, nominations, and other information for committees, like a board of directors. In addition to simply identifying who is a member of a current or past committee/board, users may use the module to tracking other information about committee purposes, establish a hierarchy of positions that indicates who has voting privileges, and track documents for a committee.

Prerequisite – Basic Training in CRM, or equivalent knowledge of the features of the modules

Sample topics:

Committee Types

Committee Positions

Nomination Statuses

Add and Edit a Committee

Add, Edit, or End-Date Committee Participants

Add, Transfer, and Reject Committee Nominees

Track Committee Documents

View Committees on eWeb

Events

Events Module Set Up – 1

Basic 2 hrs

Basic configuration of the  events module.

Event Registration – 2

Basic 2 hrs

This course focuses on event registration functions in iWeb and eWeb.

Advanced Training – Events

Advanced 1.5 hrs

How to utilize advanced functions of the Events module.

During this session, users will learn how to perform basic configuration of the events module to effectively manage various types of in person and virtual events, including registration rate, sessions, and tracks for the events

Prerequisite – Basic Training in CRM, or equivalent knowledge of the features of the modules

Sample topics:

Event Type and Registrant Type Set Up

Paid and Free Event Set Up

Registration and Other Fee Set Up

Session and Track Set Up

Confirmation and Cancellation Correspondence Templates

Note that the timings listed do not include any prep or follow ups from the trainer. We strive to provide the most effective training possible, so all trainings are performed in your organization’s test environment. Most courses require an additional 60 – 90 mins for the trainer to prepare for your specific training.