If a course is not advertised or you need to change the date please Contact Us as we can always add a course or change dates if there are enough participants.
Also, check out our online courses here.
Events Search and Views Navigation
March 2020
V4 Essentials
Essentials has been designed to get you acquainted with various functions of thankQ so you can navigate your way around the different modules and be able to manage your contacts efficiently.
Approximately Duration: 6 hours
Find out more »V4 Finance
Prerequisite: thankQ Essentials
Approximate Duration: 6 hours
V4 Administrators
This module is designed for those who will be maintaining thankQ and it’s users. Be introduced to utilities used to effectively manage system functions. Learn how to create User Logins with access only to the areas of thankQ they require for their role. Learn how to manage Lookup Values so only those options required in drop downs and pick lists are available. Learn how to create and edit your company’s templates so information can be merged from thankQ into Word.…
Find out more »V4 Essentials Lite
Essentials Lite has been designed for those who do not have a lot to do with the day to day contact management. This course would suit those who work solely in Finance, Events, Major Gifts, Bequest etc and just want to know the very basics. Get familiar with being able to add a contact and also to edit any information if required. Learn how to record information such as an extra address. Get to know how to subscribe or unsubscribe…
Find out more »V4 Advanced Mailing
This course has been designed primarily for mailing and tracking campaigns. Learn how to clean the database merging duplicate records and exporting contacts to Excel, cleaning the data and reimporting. Create Source and Destination Codes to track each segmented mailing of a campaign. Create Word Templates for the campaign and also create Receipt Templates using Field Rules and Text Rules which have conditions attached so you can personalise the wording of the receipts. Learn how to access and add/edit Mailing…
Find out more »V4 NEW Events
This course is for the redeveloped Events. You must have at least version 4.35 and request to have the new events activated. There is a lot of content in this course - we have an Event Lite course for those who only want to know the minimum to get them started Get introduced to all aspects of event management and develop the skills to create and organise a successful event. Apply Source codes to track Ticket Sales, Donations, Sponsors and…
Find out more »V4 Memberships
Be introduced to all aspects of Membership and develop the skills to manage your membership program.
Prerequisite: thankQ Essentials and thankQ Finance.
Approximate Duration: 4 hours
Find out more »V4 Prospect & Nurture
This module has been designed to manage Capital Campaigns and Nurture Major Donors Overview on what is required to be setup in thankQ to achieve outcomes. How to add Contacts from a spreadsheet into Groups. How to assign Managers to Contacts. How to create an Appeal Mailing and link to Source Codes. How to create Campaigns, add Source Codes, Giving Matrix. Add Prospects one at a time or by way or searches and groups to a Campaign or to Canvassers. Keep…
Find out more »V4 eMailer
eMailer (Campaign Monitor/Manager) is a third party product that integrates to thankQ. Load contacts into a thankQ Mailing and link to eMailer. Design/Create your own templates using the Gallery provided. Import emails created in Outlook or use one of the eMailer Gallery templates to create a Newsletter or mailing. Edit and Test the email. Send immediately or schedule to be sent at a later stage. Use an existing eMailer campaign for a new mailing. Manage the reports available in eMailer…
Find out more »April 2020
V4 Essentials
thankQ Essentials V4 Essentials is a very in depth course which has been designed to get you acquainted with various functions of thankQ so you can navigate your way around the different modules and be able to manage your contacts efficiently. This course is designed for those who will be dealing with contacts on a daily basis. Learn how to record information such as extra addresses, what mailings they do or do not wish to receive. You will find out…
Find out more »We also offer specialised training/consultancy service. Building on the skills acquired during basic training we can refine your knowledge and expertise. In addition, we can review your processes and help with documentation.
Training, customised or not, can be conducted either at your office (if you have a suitable environment) or at the thankQ’s training centre.Contact Us if you require a quote.