Session Agenda:

• Using a real or ficticious local program book from an exchange program (IVLP or Fee-for-service), we will enter key project details into Salesforce from beginning to end

• Search for and create a program contact and program participants

• Search for and create local resource organizations and contacts

• Enter meeting, cultural activities, and home hospitality that took place

• Close out the project

Audience:

• This series is geared towards CBMs currently using the xChange.io application for tracking IVLP & FFS projects.

• If you are using a custom build application for tracking IVLP & FFS projects in Salesforce, you user experience may vary from the xChange.io application. You are still welcome to attend.

Session Topics:

• Prepare users for training that will be covered in session 2 and 3

• Ensure users have system or sandbox access and permissions to complete training

• Ensure users have a real or fictitious local program book for use in training sessions

• Open mic for any questions about the training series

Audience:

• This series is geared towards CBMs currently using the xChange.io application for tracking IVLP & FFS projects.

• If you are using a custom build application for tracking IVLP & FFS projects in Salesforce, you user experience may vary from the xChange.io application. You are still welcome to attend.

This session will cover how to setup a campaign in Give Lively as part of your end of year fundraising efforts.

• Create a Give Lively campaign and connect it to Salesforce

• How to promote your campaign: Website, Social Media, Email Marketing (e.g., Mailchimp)

• Leverage Peer-to-Peer Giving

• Intro to Events

Training Use Case:

User wants to plan and track their end of year fundraising efforts strategically with minimal effort and zero budget. User wants to include a drip email campaign, website promotion and a free community appreciation happy hour event to drive engagement and small donations.

It all begins with an idea. Maybe you want to launch a business. Maybe you want to turn a hobby into something more. Or maybe you have a creative project to share with the world. Whatever it is, the way you tell your story online can make all the difference.

Session Agenda:

• Overview of upcoming training sessions, the topics and use cases we will cover

• Step-by-step: How to create a sandbox that can be used for future training so users can freely create records or make changes to their Salesforce org without worrying about muddying data or breaking the system

Audience: Current and Former Clients

Meeting Instructions:

• This training will be conducted over Zoom.

• A private meeting invitation with zoom link will be sent out 24hrs prior to the scheduled training time.

• Each attendee must individually register in order to attend.