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.
  4. Receive a recording of your session to share with your team.


Getting Started: 60 minutes

Get your online auction set up and ready to go live.  Learn best practices and how to utilize settings and features for maximum results.

  • How to set up and refine your homepage to advertise your event
  • Best practices on creating items 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
  • 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
  • Best practices on how to streamline checkout
  • How to train volunteers to help with mobile bidding
Item Set-up and Ticketing: 30 minutes

Learn how to optimize your fundraising through effective ticketing and item strategies.

  • How to make your items look and sound great
  • Guidance on how many items you need to reach your fundraising goal
  • Best practices on identifying and highlighting your top items
  • Solicitation tips for acquiring a variety of items
  • Creating and selling tickets effectively

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
  • Best practices for creating your event and optimizing your event settings
  • 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

Get 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
Artez ONLY Getting Started Session: 180 to 240 minutes

Get personalized coaching on creating and launching your first event. Learn strategy, best practices and how to optimize settings and features for maximum results.

  • Learn the key event features that are important for your specific event requirements
  • Best practices on setting up event settings and creating your optimal registration flow
  • How to set up registration types, media, forms, survey questions (UDFs) and social media widgets
  • Walk through of the event settings that will help your event raise more money
  • How to use standard emails and create custom emails
  • Recommendations on how to customize your event design
  • Personalized walk through of tools that support your event – such as donor and registrant management, data entry and reports


Donor Management

Getting Started: 60 minutes

Learn how to configure your database, initiate your first task and optimize settings for maximum results.

  • Learn the ins & outs of your database and 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 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


2 hours $249

Schedule Your Training

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