Module A- Basics Part 1: Contacts, Stories, and Projects

Lesson 1 - What is a contact?

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What you’ll learn

• What you can do with a contact

• How to view the progress of a contact

How long is this class?

5 minutes

Difficulty level

Low

Lesson 2 - All the characteristics of all your contacts

• Category Splits Tab

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What you’ll learn

• How to see the demographic characteristics of your contacts

• How to toggle between different types of chart

• How to filter and segment the results

• How to download charts for use in reports

How long is this class?

5 minutes

Difficulty level

Low

Lesson 3 - See how many contacts you’re reaching

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What you’ll learn?

• How to view the information related to Contacts like Contacts added, New Contacts per State etc.,

• How to view the data in form of Bar Chart, Pie Chart and Table

• Filter out the contacts

• Download the charts/dataset

How long is this class?

5 minutes

Difficulty level

Low

Lesson 4 - Invite anyone to signup to one of your projects (Signup Pages)

• Intro

• Get a Notification

• Contact added to Waiting list

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What you’ll learn

Signup Page

• What a Signup Page is

• Where Signup Pages (Public Signup Forms) fit in your workflow

• How it works in 4 steps

Get a Notification

• How to view the notifications

• Requirements to receive notifications

Contacts added to Waiting list

• How to find contacts that match a specific criteria.

• Different types of filters

How long is this class?

10 minutes

Difficulty level

Low

Lesson 5 - Create a Contact while signed in

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What you’ll learn

• 3 different places to create a contact.

• A brief summary of the process of creating a contact.

How long is this class?

3 minutes

Difficulty level

Low

Lesson 6 - View Profile of a Contact

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What you’ll learn

• How to get to the contact’s profile page.

• The Key features like Add Relationships, The History Section, Tasks etc.,

• How to toggle between different contact forms

How long is this class?

3 minutes

Difficulty level

Low

Lesson 7 - Move contacts between Project States

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 8 - Find a Contact

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 9 - How to post a story on the timeline of a contact

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 10 - Why we create stories

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What you’ll learn

• How to record progress that relates to a specific contact

How long is this class?

5 minutes

Difficulty level

Low

Lesson 11 - How to record results that are not tagged to individuals

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What you’ll learn

• How to record Manual Headcount

How long is this class?

5 minutes

Difficulty level

Low

Lesson 12- How to see a story in the newsfeed

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 13- How to see story on a project timeline

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 14 - How to see cumulative progress from individual stories on the project’s Progress Panel

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 15 - See all the contacts in a project

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 16 - See all the coworkers in a project

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 17 - What is a project?

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What you’ll learn

How long is this class?

3 minutes

Difficulty level

Low

Lesson 18 - What is a story?

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