Use this link to share with your colleagues:
Learning Options & Resources: https://help.pm.leapevent.tech/a/1037162
Learning doesn't end with your implementation. Technology is constantly changing, and you might hire new staff members from time to time, so it's very common to need training at various points. This guide will help you understand your options.
User Certification
Our User Certification Course is designed for new PatronManagers to get on board as quickly as possible. This 2.5 hour course is the best way to get a good foundational knowledge of the whole system, and is essential to using PatronManager effectively.
Click here to get started.
PatronManager Help Tab
The PatronManager Help Tab (where you are right now) is your PatronManager manual. It gives you step-by-step instructions for using all our tools, as well as dives deeper into best practices. If you need to learn more about a part of the system or see how to do a particular task, the Help Tab is the place to be.
For more information, click here.
PatronManager Client Community
In the Client Community you can access our entire knowledge base including the Help Tab and our library of quick answer articles, connect with other PatronManager clients through the Community Forum, suggest Product Ideas, and manage your support cases. We encourage you to learn from your peers year-round, and that's what the Client Community is all about.
Click here to get started in the Community.
Role-Specific Learning Paths
Learning Paths are the primary resources for you to get up to speed quickly for your particular role. Focus on the ins and outs of the features you'll be using the most in the Learning Path designed just for you! Each include a quiz at the end, so you can check your knowledge.
- For Everyone - for all PatronManager users; required for all staff members using PatronManager
- Box Office - for all Box Office staff members
- Build Events and Subscriptions- for Box Office administrators, especially managers, and Box Office users who will also be building events. (The Box Office Learning Path is a pre-requisite for this Learning Path.)
- Development - for development and fundraising team members
- Marketing - for marketing team members
Once you're done with your Learning Path, check out what to do next.
Webinars
We'll schedule new webinars every month, focusing on the most important new features and topical questions for you and your organization.
- In feature webinars, we'll cover one aspect of the system and our best recommendations on how to use it.
- In release webinars, our product team will take a look at all the great new features of the most recent release.
Sign up for our upcoming webinars right here, and check out all our recorded webinars right here.
Instructor-Led Training
We have a instructor-led training sessions on a regular basis. We recommend only one or two people from each organization come to each training, however, so as to be equitable to all organizations in attendance.
If you're interested, here are our instructor-led training options.
We also regularly host "Ask an Expert" style webinars, where you can ask your questions to our experts on hand. You can sign up for these, and all our webinars, right here.
PatronManager Admin Certification program
The PatronManager Admin Certification course is designed for intermediate users of PatronManager who are looking to increase their knowledge of the inner workings of the system and take on an Administrator role at their organization. The course focuses on concepts key to troubleshooting and customizing PatronManager and Salesforce functionality. The course ends with an exam, and those who pass become a PatronManager Certified Admin.
Get started with your journey here.
Trailhead (from Salesforce)
PatronManager is an app built on the powerful Salesforce platform - when you use PatronManager, you're also using Salesforce. Understanding how Salesforce works can help you understand PatronManager, and how to customize your PatronManager account to fit your needs.
One of the best training tools for understanding Salesforce is Trailhead. You can use Trailhead to hone your reporting skills, learn how to create custom fields, and more.
Click here for more information.