Before You Begin:
You will need access to a "Bonterra Academy" account to access our foundational webinars. If you haven't already signed up for a free Bonterra Academy account, please use this help article for instructions on how to set up your account.
Once you have created your account for Bonterra Academy, you will be able to access a wealth of self-paced learning materials with regards to your Salsa products - including live registration for the webinars listed below, as well as access to recorded versions if you aren't able to attend live.
Salsa Foundational Webinar Course Catalog
We've created the following Course Catalog to view a listing of our free foundational webinars, which are designed to support and supplement your use of your software.
Title | Course Description | Duration | Link to Recording | Link to Live Session Sign Up |
Add Salsa CRM Users | How to manage permissions and add roles to internal users | 15 mins | View Recording | Sign Up |
Creating Constituents and Supporters | How to add Constituents in Salsa CRM and Supporters in Salsa Engage | 15 mins | Coming Soon - June 21st | Sign Up |
Add Donations in Salsa CRM | Walkthrough of adding donations in Salsa CRM | 15 mins | Coming Soon - June 21st | Sign Up |
Managing Recurring Donations | How to add, edit, and delete recurring donations | 15 mins | Coming Soon - June 21st | Coming Soon - June 21st |
Preparing a Spreadsheet for Advanced import | Best practices for formatting your organization's spreadsheet for advanced import in Salsa CRM | 15 mins | Coming Soon - June 21st | Coming Soon - June 21st |
Advanced Importing and Resolution Queue | How to complete a data import and manage the resolution queue in Salsa CRM | 15 mins | Coming Soon - June 21st | Coming Soon - June 21st |