Product Training
In this field, if you’re not moving forward, you’re falling behind. Stay ahead of the crowd with free training that’s designed for both experienced and new users. With your subscription or screening fee, you’ll get free product training and access to other great types of learning opportunities.
Training Schedule
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Friday
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2 pm EST
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2 pm EST
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2 pm EST
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2 pm EST1
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1 pm EST2
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2 pm EST3
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9 am EST4
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9 am EST5
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13rd Friday of the month at 2:00 pm EST 22nd and 4th Wednesday of the month at 1:00 pm EST 34th Friday of the month at 2:00 pm EST 44th Monday of the month at 9:00 am EST 54th Thursday of the month at 9:00 am EST |
Course Descriptions: The following courses are free to clients and offered weekly
Introduction to FindWealth Online – 90 minutes
Offered: Tuesday @ 2:00 pm EST
Covers everything you need to know in order to successfully run searches and research your constituents.
In this class, you will learn the step-by-step process of how to build your search criteria by using the Simple and Advanced Search functions of FindWealth Online to successfully conduct online searches, learn how to track prospects through the Circle of Friends and track members of your organization by creating your Inner Circle list. We will also review WealthEngine ratings and scores so that you can better understand your results, and teach you how to begin the process of validating your data.
Applications of FindWealth Online – 90 minutes
Offered: Wednesday @ 2:00 pm EST
In this class, we will cover more functions and capabilities of the FindWealth Online product. You will learn the step-by-step process of creating more detailed reports through the History Section, create new prospects by using DataQuick, run news searches on your prospects with Dialog Newsroom and identify new funding sources through the Foundation Search. In addition, we will review the features of Prospect Generator that will help you find new and affluent donors.
Access Manager Level 100 – 90 minutes
Offered: Thursday @ 2:00 pm EST
All the information you will need in order to understand and use your screening results.
In this class, you will learn how to sort and filter your file and generate standard and custom reports. Plus, we'll review the process of validating your data and instructions on how to recalculate results when necessary. You will become familiar with the Circle of Friends feature and how to use your Inner Circle network to help with your major gift fund raising efforts.
Access Manager Level 200 – 90 minutes
Offered: Third Friday of each month @ 2:00 pm EST
Geared towards making those important next steps with your data and addresses methods to tailor a file to suit a specific need.
The class will begin with an overview of WealthEngine’s ratings and scores with a concentration on the Utility menu within the Access Manager. We will discuss how to use data in MS MapPoint and how the MPP feature flags those special prospects. We'll also cover how to export your data in your Donor Management System, conduct advanced filters, customize the Estimated Giving Capacity, and create your own Client Defined Fields to further segment your file. Users should take this class after spending two or three weeks using screened data and applying skills learned in the 100 level course. Questions are welcome, as there will be plenty of time to address specific projects and fund raising initiatives.
Course Descriptions: These courses are offered monthly
FindWealth Online for Financial Services – 60 minutes
Offered: Second and fourth Wednesday of each month @ 1:00 pm EST
Orient clients with a general overview of the FindWealth Online, definitions of ratings and scores, and what data you can expect to find in each search option. Our expert researchers will show you how to use the Investment Rating, Quality of Match score, Net Worth formula, and P2G℠ score to help qualify your prospects.
Pinpoint℠ – 60 minutes
Offered: Fourth Friday of each month @ 2:00 pm EST
Brief overview of the purpose and use of the product and review of search interface with explanation of all of the fields
FindWealth Online UK – 90 minutes
Offered: Fourth Monday of each month @ 9:00 am EST
Covers everything you need to know in order to successfully run searches and research your constituents.
This class will review the process for conducting searches inFindWealth Online UK utilizing both the Simple and Advanced Search functions. The session includes an overview of WealthEngine’s ratings and scores, the Inner Circle and Circle of Friends features and tips for working in the history section. For those clients that have subscribed to both the UK and US search products, this session will also include an overview of searching stateside constituents with FindWealth Online US.
Access Manager UK – 90 minutes
Offered: Fourth Thursday of each month @ 9:00 am EST
In this class, you will learn the basics for working with your screening data using the Access Manager, including basic and advanced filtering, sorting, and pulling both pre-configured and customized reports. In addition to discussing functionality, this class will include an overview of the data layout in Access Manager and provide tips for validating your screening results.
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