Module A - Basics Part 1

Welcome to your first module in the Become A Pro series. You’ll complete this in about an hour.

Lesson	Details

Lesson	Details
Lesson 1 - What is a contact? Start the lesson	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 Start the Lesson	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 Start the lesson	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 Start the Lesson	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 Start the Lesson	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 Start the Lesson	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 Start the Lesson	What you’ll learn How long is this class? 3 minutes Difficulty level Low
Lesson 8 - Find a Contact Start the Lesson	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 Start the Lesson	What you’ll learn How long is this class? 3 minutes Difficulty level Low
Lesson 10 - Why we create stories Start the lesson	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 Start the lesson	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 Start the Lesson	What you’ll learn How long is this class? 3 minutes Difficulty level Low
Lesson 13- How to see story on a project timeline Start the Lesson	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 Start the Lesson	What you’ll learn How long is this class? 3 minutes Difficulty level Low
Lesson 15 - See all the contacts in a project Start the Lesson	What you’ll learn How long is this class? 3 minutes Difficulty level Low
Lesson 16 - See all the coworkers in a project Start the Lesson	What you’ll learn How long is this class? 3 minutes Difficulty level Low
Lesson 17 - What is a project? Start the Lesson	What you’ll learn How long is this class? 3 minutes Difficulty level Low
Lesson 18 - What is a story? Start the Lesson

Module A - Basics Part 1

Lesson 17 - What is a project?