Training Packages: Get up & running with a one-on-one- training session created just for you

The quickest way to meet your goals with Panorama

Work one-on-one with a specialist to get set up on the Panorama platform and learn exactly what your organization needs to successfully meet your goals.

With our success package, you will:

  1. Get guidance and best practices for developing, creating, and launching your online campaign or event.
  2. Customize your training to best meet your needs.
  3. Work with our pros who have experience helping hundreds of organizations set-up successful events.

Auctions

Getting Started: 60 minutes
  • Get your online auction set-up and ready to go live
  • Get guidance on strategy, best practices, and how to optimize settings and features for maximum results
  • How to set up and refine your homepage to advertise your event
  • The best practices on creating items and strategies to bolster sales
  • How to add Donors/Sponsors and feature them to give them the best exposure
  • How to create tickets and set up Guest Check In to ensure a smooth event start
  • How to register bidders and promote your event for fundraising success
Auction Close Out: 30 minutes
  • Make the end-of-auction experience stress free for your auction team and your winning bidders!
  • How to craft ‘Close Out’ communications
  • All of the best practices on collecting payments and item fulfillment
  • How to use reports and event statistics
Mobile Bidding: 30 minutes
  • Discover how auctions with mobile bidding raise 30% more. No app download necessary!
  • How to Introduce mobile bidding to your guests before and at the event
  • How to create an effective event registration plan
  • All the best practices on how to streamline checkout
  • How to train volunteers to help with mobile bidding
Item Set-up and Ticketing: 30 minutes
  • Discover how auctions with mobile bidding raise 30% more. No app download necessary!
  • How to Introduce mobile bidding to your guests before and at the event
  • How to create an effective event registration plan
  • All the best practices on how to streamline checkout
  • How to train volunteers to help with mobile bidding

Peer to Peer Events & Campaigns

Getting Started: 60 minutes
  • Get your campaign or event set up and ready to go live
  • Learn strategies, best practices and how to utilize settings and features for maximum results
  • How to customize your Nonprofit Profile
  • The best practices for creating your event and optimizing your event settings
  • How to use the most valuable Panorama features that will help your event raise more money
  • How to use Widgets to enhance your event
  • How to create & use reports to get the data you need
Event Tips and Communication: 30 minutes
  • Tips and tricks on putting together a successful event and effectively promoting it.
  • Learn how to use the email tools to successfully promote your event
  • How to set goals and run a successful launch
  • How to streamline communications and create emails using the suggested templates
  • Best practices on using filters to maximize your outreach
  • How to set up Thank You and Matching Gift emails
Reports and Analysis: 30 minutes
  • Present a successful post-event analysis to your team based on the best practices of thousands of events
  • Create a plan for post-event reporting and analysis
  • How to pull, sort and organize your data using reports
  • How to use each report effectively
  • How to use report features and settings
  • Best practices for analyzing report data

Donor Management

Getting Started: 60 minutes
  • Configure your database
  • Best practices and how to optimize settings for maximum results
  • Initiate your first task
  • The ins & outs of your database
  • Need-to-know terminology
  • Best practices on adding constituents & gifts
  • How to create your volunteer page and an engagement
  • How to access SmartLists and Mailings
  • How to utilize email services and the import tool
Reports and SmartLists: 30 Minutes
  • Learn how to create customized reports to meet the needs of your organization
  • How to utilize all of the time-saving best practices
  • How to use predefined SmartLists
  • How to build custom reports
  • How to create your own dashboard reporting widgets
  • Ins & outs of exploring and sharing SmartLists
Mailings: 30 minutes
  • Leverage our email and print mailing tools to make sending solicitations, thanks yous, receipts, and reminder letters quick and easy
  • Build a thank you letter and a receipt, with tips for other templates
  • Best practices for creating mailing lists
  • Previewing and processing mailings

Pricing

2 hours $249

Schedule Your Training

Or give us a call at 800-687-8505 ext.#1 to set up training over the phone.