When you’re ready to explore the many ways CharityEngine helps you raise money and engage donors, the Academy is ready to help.
Log In Request Login CredentialsThe Academy is a training tool for CharityEngine clients. Progress through courses on emails and campaigns, events, reports and analytics, web forms, and more. Learn the nuances of these powerful features!
Every team member moves through the courses on their own time and at their own speed. Your progress will be saved, so you can always pick up right where you left off. Check the dashboard to see the training time you’ve logged and the levels you’ve reached…as well as the badges you’ve earned!
Log In Request Login CredentialsAfter completing a designated number of trainings, you’ll be awarded a CharityEngine Academy certificate. More importantly, you will be an expert in all aspects of donor management and fundraising.
This isn’t cursory training! Our team walks students through the most often-used modules and covers the questions we’re asked. With multiple areas of focus in each course, you’ll learn the details that will make your life easier.
CharityEngine’s software is constantly evolving. To understand the latest developments and how they can impact your fundraising and donor management, just log into the Academy and receive specialized training.
CharityEngine Academy is available to all current clients. Here are some common questions we’re asked.
Current clients of CharityEngine can request login credentials. Just click the "request login credentials" button, and you'll be on your way!
When complete, the Academy will offer detailed training on 12 applications: Email Marketing, Major Gifts, Membership Management, Online Forms, Payment Processing, Reporting and Analytics, Sustainer Management, Advocacy, E-Commerce, Events and Auctions, Peer-to-Peer Fundraising, and Text-to-Give. You can work your way through each module at your own pace, taking notes learning best-practices tips as you go.
You know you use the best fundraising and donor management software, but it’s almost guaranteed that there are more ways this platform can help you. The modules might train you or remind you of how the software works, but each one will teach you something valuable you didn’t know.
Yes! In fact, some clients tie class completion to tasks for their teams. Remember, what you’ll learn in the Academy training gives you the knowledge to unleash the power of one of the most advanced CRMs on the market.
All you have to do is send a message, right from the dashboard screen. Our professional services team will review it and get back to you quickly. And if you have suggestions or feedback, we’re all ears.
CharityEngine offers a user-friendly interface that allows you to access all the tools a fundraiser might need without specialized training. Once familiar with the platform, many clients have asked for more in-depth instruction on how to access different features and customize others. The training isn’t necessary, but it’s there to give you an edge.
Become an expert in how to create and advocacy issue to send out to constituents and how to create and mange custom targets.
Become an expert in creating and sending emails, building opt-in lists, & monitoring email related reports.
Become an expert in creating and managing events, building registration forms & developing event related reports.
Learn how to create an opportunity, develop automation options, and review reporting capabilities.
Learn how to create and manage online donation forms, testing web forms & viewing and building web form related reports.
Become an expert in the in-depth reporting capabilities of CharityEngine. Learn how to access ready-to-use and custom reporting to support your fundraising efforts.
The CharityEngine Academy was created to teach clients the myriad ways this powerful software can help with donor management and fundraising. Once clients progress through the modules, they’re amazed at the knowledge and skills they can readily apply to increase the effectiveness of campaigns. It’s invaluable to know a platform inside and out!