CiviCRM Training

Course Description:

This is an introductory level course designed to provide delegates with a basic understanding of the fundamentals of using CiviCRM.

Course Agenda:

  • Overview of CiviCRM
  • Creating & Amending Contacts
  • Searching
  • Adding Relationships
  • Adding Notes
  • Adding Tags
  • Creating Groups and Smart Groups
  • Contributions (Overview)
  • Memberships (Overview)
  • Activities (Audit Trail)
  • Actions
  • Mailing (Overview)
  • Events (Overview)
  • Reports (Overview)


Training Materials:

Each delegate will be provided with a laptop to use for the duration of the course, however delegates can bring their own laptops if they wish.  Tea/Coffee and water will be priovided throughout the day. Paper and pens will also be provided.

Learning Objectives:

By the end of the course delegates will be able to create and edit a record, search for contacts using both basic and more advanced search criteria as well as perform actions on selected contacts. Delegates will be able to confidently navigate around the system utilising the tabs and menus, assign contacts to groups, add donations and create memberships. Delegates will understand how to generate bulk mailings, and understand the process of creating new events and producing reports.

Note: If you require wheelchair access please contact us prior to booking as we will need to make alternative arrangements for your training.


25th July 2017