Welcome to Engagifii University
Our training program is designed to empower your staff with the knowledge and skills needed to effectively utilize Engagifii’s modules. The courses are structured to provide a progressive learning experience, allowing participants to move from a Novice to a Certified Administrator level. Each course includes a series of training videos, and upon completing all the required points, participants will earn a certificate of completion. This flipped classroom model enables learners to engage with the content at their own pace and participate in live discussions to solidify their understanding.
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A little more about Engagifii University
Course Versioning and Dates
Each course, such as "Engagifii Relationships Novice - February 18, 2024," is dated to reflect when the content was created. Over time, we may release follow-on versions like "Engagifii Relationships Novice - July 14, 2024," which will contain refreshed and updated content. This ensures that your staff always has access to the most current training materials available.
Annual Certification Updates
Courses created in a specific year, such as the "Engagifii Relationships Novice" courses from 2024, will each contribute to the certification "Engagifii Relationships Novice - Calendar Year 2024." Whether a participant completes the version released on February 18, 2024, or the updated version from July 14, 2024, they will still be earning the certification for that calendar year. As new versions are introduced in subsequent years, they will contribute to the corresponding yearly certification, such as "Engagifii Relationships Novice - Calendar Year 2025." This structure allows your team members to refresh their learning annually and stay current with the latest training, ensuring they earn certifications relevant to the modules they use each year.
Progressive Learning Structure
To advance to higher levels such as Specialist, Expert, or Certified Administrator, participants must complete all the topics from the previous level. For instance, to achieve the Specialist level, one must first complete all topics in the Engagifii Relationships Novice course and then proceed to additional topics taught exclusively at the Specialist level, and so on.
Training Levels and Course Structure
Each course level focuses on a specific aspect of the Engagifii platform, guiding participants from the basics to more advanced topics.
Introduction to the basics of managing relationships within the Engagifii platform, including people, organizations, and groups.
Total Points: 33
Topics Covered:
- Reset your password
Learn how to securely reset your password within the platform.
Points: 1 - Adding a Person with and without email
Understand how to add new contacts to your system, whether or not they have an email address.
Points: 3 - Delete/Deactivate People
Explore the process of removing or deactivating contacts that are no longer needed.
Points: 6 - Adding an Organization
Learn the steps to add new organizations to your database.
Points: 3 - Delete/Deactivate Organizations
Understand how to manage and maintain your organization database by removing outdated entries.
Points: 4 - Creating Groups
Master the creation of groups to better organize your contacts.
Points: 8 - Profile Overview: People and Organizations
Get an in-depth look at the profile features for both people and organizations.
Points: 8
Build on the foundational knowledge from the Engagifii Relationships Novice course, with additional focus on structuring organizations, managing positions, and creating effective committees.
Total Points: 44 (33 from Novice + 11 additional Specialist topics)
Topics Covered:
- All topics from Engagifii Relationships Novice
Includes resetting passwords, adding and managing people and organizations, creating groups, and more.
Points: 33 - Departments and Positions
Understand the setup and management of departments and positions within your organization.
Points: 3 - Nesting Organizations
Learn how to organize and nest multiple organizations under a single hierarchy.
Points: 2 - Creating Committees
Explore the process of setting up committees and managing their memberships.
Points: 6
Master advanced relationship management skills within the Engagifii platform, including billing contacts, interactions, and managing election terms and positions.
Total Points: 67 (44 from Specialist + 23 additional Expert topics)
Topics Covered:
- All topics from Engagifii Relationships Specialist
Includes Novice and Specialist topics such as resetting passwords, adding and managing people and organizations, creating groups, managing departments, positions, and committees.
Points: 44 - Set Billing Contact
Learn how to designate a billing contact for an organization within the platform.
Points: 3 - Interactions
Master the use of the Interactions feature to track and manage communications and engagements within your organization.
Points: 8 - (Election) Terms and Elected Positions
Understand how to set up and manage election terms and elected positions within your organization.
Points: 12
Achieve mastery in configuring and managing advanced settings within the Engagifii platform, focusing on custom fields, smart dropdowns, and approvals.
Total Points: 93 (67 from Expert + 26 additional Administrator topics)
Topics Covered:
- All topics from Engagifii Relationships Expert
Includes Novice, Specialist, and Expert topics such as managing billing contacts, interactions, election terms, and positions.
Points: 67 - CUSTOM | Bespoke Client Video for Your Specific Custom Fields
A tailored video designed specifically for your organization’s custom fields setup within the platform.
Points: 3 (Customized content) - Configuring Custom Fields
Learn how to set up and manage custom fields tailored to your organization's needs.
Points: 6 - Configuring Smart Dropdowns
Understand the process of configuring smart dropdowns to enhance data entry and categorization.
Points: 4 - Field Change Approvals
Master the process of setting up and managing field change approvals within your organization.
Points: 8 - Person Types and Roles
Explore how to configure and assign person types and roles within your organization.
Points: 5
An introduction to the foundational tasks involved in managing events within the Engagifii platform, starting with the registration process.
Total Points: 8
Topics Covered:
- How to Register for an Event
Learn the step-by-step process for registering participants for an event using the Engagifii platform.
Points: 8
Build on the basics of event management with advanced configurations and participant management within the Engagifii platform.
Total Points: 40 (8 from Basics + 32 additional Specialist topics)
Topics Covered:
- All topics from Engagifii Events Basics
Includes the step-by-step process for registering participants for an event.
Points: 8 - Configure Event Settings
Learn how to set up and configure event settings to tailor the experience to your organization's needs.
Points: 18 - Create an Event
Master the process of creating events from scratch, including all necessary details and settings.
Points: 8 - Badges
Understand how to generate and customize badges for event participants.
Points: 3 - Viewing/Exporting Participants
Learn how to view and export participant lists for better event management.
Points: 3
Advance your event management skills with expert-level training on handling registrations, invoices, and workflows within the Engagifii platform.
Total Points: 52 (40 from Specialist + 12 additional Expert topics)
Topics Covered:
- All topics from Engagifii Events Specialist
Includes configuring event settings, creating events, managing badges, and exporting participant lists.
Points: 40 - Registration Cancellation
Learn the process for managing event registration cancellations within the platform.
Points: 4 - Invoices
Master the skills needed to view and manage invoices related to your events.
Points: 3 - Registration Workflows
Understand how to set up and manage workflows for event registrations.
Points: 5
Achieve full administrative control over events, with advanced training in registration modifications, cancellation management, and event notifications.
Total Points: 61 (52 from Expert + 9 additional Administrator topics)
Topics Covered:
- All topics from Engagifii Events Expert
Includes handling registration cancellations, invoices, and workflows.
Points: 52 - Registration Modification
Learn how to modify event registrations to accommodate changes and updates.
Points: 4 - Events - Defining Cancellation Reasons
Understand how to create and manage cancellation reasons for your events.
Points: 2 - Events - Enable Relevant Notifications
Learn to configure and enable notifications to keep participants and organizers informed.
Points: 3
Get started with the essential elements of managing accreditations within the Engagifii platform, focusing on awards, classes, and courses.
Total Points: 16
Topics Covered:
- Awards
Learn how to create and manage awards for accreditation purposes.
Points: 3 - Class
Understand the process of creating and configuring classes within the accreditation module.
Points: 11 - Course
Learn how to create and manage courses that contribute to accreditation.
Points: 2
Build on the basics by exploring detailed profile views and training details within the accreditation system.
Total Points: 18 (16 from Basics + 2 additional Specialist topics)
Topics Covered:
- All topics from Engagifii Accreditation Basics
Includes creating awards, classes, and courses.
Points: 16 - Person Profile Training View
Learn how to view and manage training details associated with individual profiles.
Points: 2
Advance your expertise with in-depth training on generating and managing training reports.
Total Points: 22 (18 from Specialist + 4 additional Expert topics)
Topics Covered:
- All topics from Engagifii Accreditation Specialist
Includes awards, classes, courses, and profile training views.
Points: 18 - Training Report
Learn how to generate and analyze training reports within the accreditation module.
Points: 4
Achieve full administrative control over the accreditation process with advanced training on credit configuration, workflows, and notifications.
Total Points: 44 (22 from Expert + 22 additional Administrator topics)
Topics Covered:
- All topics from Engagifii Accreditation Expert
Includes awards, classes, courses, profile views, and training reports.
Points: 22 - Credit Configuration
Master the setup and management of credit configurations within the accreditation module.
Points: 10 - Registration/Approval Workflows
Learn how to create and manage workflows for registration and approvals.
Points: 9 - Accreditation Notifications
Understand how to set up and manage notifications related to the accreditation process.
Points: 3
Learn the fundamentals of tracking and managing legislative activities within the Engagifii platform, including bills, committees, and public officials.
Total Points: 21
Topics Covered:
- Find Bills to Track
Discover how to locate and select bills for tracking within the legislation module.
Points: 6 - Tracking Bills
Master the process of tracking bills and their progress through the legislative process.
Points: 3 - Committee Calendar
Learn how to access and use committee calendars to stay informed on legislative activities.
Points: 4 - Bill Detail Page
Understand the information presented on bill detail pages and how to utilize it effectively.
Points: 3 - Public Officials
Explore how to view and manage information about public officials related to legislative activities.
Points: 4 - Tips & Tricks
Learn helpful tips and shortcuts to navigate the legislation module more efficiently.
Points: 1
Advance your legislative tracking and management skills with expert-level training on comparing bills, managing notifications, and generating reports.
Total Points: 46 (21 from Basics + 25 additional Expert topics)
Topics Covered:
- All topics from Engagifii Legislation Basics
Includes finding and tracking bills, using committee calendars, and more.
Points: 21 - Bill Compare
Learn how to compare different versions of bills and track changes over time.
Points: 3 - Notification Preferences
Understand how to set and manage notification preferences to stay informed about legislative updates.
Points: 2 - Reporting
Master the creation and management of detailed legislative reports within the platform.
Points: 20
Gain full administrative control over the legislation module with advanced training on configuring the module to meet your organization’s specific needs.
Total Points: 56 (46 from Expert + 10 additional Administrator topics)
Topics Covered:
- All topics from Engagifii Legislation Expert
Includes bill comparison, notification management, and reporting.
Points: 46 - Legislation Configuring
Learn how to configure the legislation module, including settings, workflows, and customizations.
Points: 10
Specialize in the GEOConnect add-on for the legislation module, focusing on configuring and using geographic data connections.
Total Points: 6
Topics Covered:
- Configuring and Using GEOConnect
Learn how to configure the GEOConnect add-on and integrate geographic data into your legislative tracking.
Points: 3 - Creating and Exporting Connections
Understand how to create connections within GEOConnect and export them for analysis or reporting.
Points: 3
Gain an introductory understanding of the Communications module within the Engagifii platform.
Total Points: 10
Topics Covered:
- Module Overview
Explore the fundamental features and functionalities of the Communications module.
Points: 10
Master the administrative aspects of the Communications module, including configurations and integrations.
Total Points: 15 (10 from Novice+ 5 additional Administrator topics)
Topics Covered:
- All topics from Engagifii Communications Novice
Includes module overview and signature management.
Points: 10 - Communications Configurations
Learn how to configure the Communications module to suit your organization’s needs.
Points: 2 - Integrations
Understand how to integrate the Communications module with other systems and tools.
Points: 3
Learn the fundamentals of revenue management within the Engagifii platform, focusing on transaction types and accounting details.
Total Points: 13
Topics Covered:
- Transaction Types and their States
Understand the different types of transactions and their corresponding states within the platform.
Points: 8 - Accounting Details on Buyers (People and Organizations)
Learn how to view and manage accounting details for buyers, including people and organizations.
Points: 2 - Accounting Details on Salable Items (Events, Classes, etc.)
Explore the accounting details associated with salable items such as events and classes.
Points: 3
Build on the basics with advanced training on invoicing, payments, and refunds within the platform.
Total Points: 21 (13 from Basics + 8 additional Specialist topics)
Topics Covered:
- All topics from Engagifii Revenue Basics
Includes transaction types and accounting details on buyers and salable items.
Points: 13 - Creating an Invoice
Learn how to create and manage invoices within the platform.
Points: 2 - Recording a Payment
Understand the process of recording payments for transactions.
Points: 2 - Issuing a Credit Note
Master the process of issuing credit notes as part of the revenue management process.
Points: 2 - Issuing a Refund
Learn how to issue refunds to buyers within the platform.
Points: 2
Advance your expertise with comprehensive training on transaction reports, exports, and batch processing.
Total Points: 34 (21 from Specialist + 13 additional Expert topics)
Topics Covered:
- All topics from Engagifii Revenue Specialist
Includes invoicing, payment recording, credit notes, and refunds.
Points: 21 - All Transactions Overview
Gain an in-depth understanding of all transactions and their statuses within the platform.
Points: 2 - Aged Trial Balance Report
Learn how to generate and analyze Aged Trial Balance (ATB) reports.
Points: 2 - Month-End Booked Revenue Report
Master the process of generating and reviewing month-end booked revenue reports.
Points: 3 - Transaction Exports
Learn how to export transaction data for further analysis or reporting.
Points: 2 - Batch Processing
Understand the process of batch processing transactions for efficient revenue management.
Points: 4
Achieve full administrative control over the revenue module with advanced training on payment gateway integrations and revenue configurations.
Total Points: 40 (34 from Expert + 6 additional Administrator topics)
Topics Covered:
- All topics from Engagifii Revenue Expert
Includes comprehensive transaction reports, exports, and batch processing.
Points: 34 - Payment Gateway Integrations
Learn how to integrate payment gateways to facilitate transactions within the platform.
Points: 2 - Invoice and Revenue Configurations
Master the configuration settings for managing invoices and overall revenue within the platform.
Points: 4