CONTENTS:

1. Glossary. 4 mins video. For new users. In the world of databases we use familiar words but they may mean something quite different. Watch this video to get up to speed on the lingo.

2. Introduction. 10 mins video. For new users. Become familiar with the elements on the Cimplify homepage and take a look at how to access Contacts in the system.

3. Full overview. 60 mins video. For all users. Demonstration of the full set of Cimplify features including contact management, managing 1:1 and group participation, using forms, setting tasks, sending individual and group emails, using the funding module plus an introduction to reports and dashboards.

4. Contacts & Organisations. 22 min video. For new users. A detailed look at the way that records of Contacts and Organisations are added and managed. Includes guidance on how to use List Views which are important for the presentation of multiple records on the screen together.

5. The Activity Console. 6 min video. For all users. A quick overview of the Activity Console on the Contact record page, covering the 3 tools it includes: create a task, make a quick note, or send an email.

6. Interventions & Enrolments. 14 min video. For all users. A detailed look at the way that Interventions and Enrolments interact with your Contact records in order to show who is involved in what, and when.

7. Group Work. 7 mins video. For all users. An overview of how to use the Group Work function, showing how to add clients to sessions that they have attended.

8. Tasks. 12 mins video. For all users. Training video showing the key benefits of the Tasks feature. This includes creating new Tasks, keeping tabs on existing Tasks and even delegating Tasks to colleagues.

9. Emailing. 22 mins video. For all users. Provides an overview of all the useful ways you can use email for outbound communications from your Cimplify CRM application. Includes sending emails to individuals and groups; sending via lists; creating campaign groups*; creating common templates and working with merge fields. *Note that campaign groups are only available to users with a full Salesforce licence (not Platform licence).

10. User Management. 6 mins video. For System Admins: How to reset passwords, set up a new user, deactivate a user no longer required.

11. Reports & Dashboards. 50 mins video. For more advanced system users. Provides a full overview of the reporting and dashboard features with step-by-step demonstration of building and editing both reports and dashboards.

12. Funding. 6 mins video. For users involved in Fundraising. This video provides an overview of the Funding object within Cimplify, which is used to manage Grant applications etc.

13. Filters. 13 mins video. For more mid level users. Shows how to use the filter functionality on List Views, Reports and also Dashboards. Very useful in terms of being able to focus on precisely the data you want to see, such as specific Interventions or Date ranges.

Written Resources

Quick guides with written instructions highlighting different parts of the system.

Downloadable instructions highlighting different parts of the system.

For all users

• First time login guide

• Login with MFA (multi-factor authentication) guide

• Quick start user guide

For system admins

• Reset a password

• User management

4 mins. For new users. In the world of databases we use familiar words but they may mean something quite different. Watch this video to get up to speed on the lingo.

10 mins. For new users. Become familiar with the elements on the Cimpl homepage and take a look at how to access Contacts in the system.

60 mins. For all users. Demonstration of the full set of Cimpl features including contact management, managing 1:1 and group participation, using forms, setting tasks, sending individual and group emails, using the funding module plus an introduction to reports and dashboards.

22 min video. For new users. A detailed look at the way that records of Contacts and Organisations are added and managed. Includes guidance on how to use List Views which are important for the presentation of multiple records on the screen together.

6 min video. For all users. A quick overview of the Activity Console on the Contact record page, covering the 3 tools it includes: create a task, make a quick note, or send an email.

14 min video. For all users. A detailed look at the way that Interventions and Enrolments interact with your Contact records in order to show who is involved in what, and when.

7 mins. For all users. An overview of how to use the Group Work function, showing how to add clients to sessions that they have attended.

12 mins video. For all users. Training video showing the key benefits of the Tasks feature. This includes creating new Tasks, keeping tabs on existing Tasks and even delegating Tasks to colleagues.

22 mins video. For all users. Provides an overview of all the useful ways you can use email for outbound communications from your Cimpl CRM application. Includes sending emails to individuals and groups; sending via lists; creating campaign groups*; creating common templates and working with merge fields.

*Note that campaign groups are only available to users with a full Salesforce licence (not Platform licence).

6 mins. For System Admins. How to reset passwords, set up a new user, deactivate a user no longer required.

50 mins. For more advanced system users. Provides a full overview of the reporting and dashboard features with step-by-step demonstration of building and editing both reports and dashboards.

6 mins. For users involved in Fundraising. This video provides an overview of the Funding object within the Cimpl application, which is used to manage Grant applications etc.

13 mins video. For more mid level users. Shows how to use the filter functionality on List Views, Reports and also Dashboards. Very useful in terms of being able to focus on precisely the data you want to see, such as specific Interventions or Date ranges.