Member Accounts
Audience: All Admin and Clergy, Education Directors, Regular Office Volunteers, Top Lay Leaders
This course will provide a thorough overview of the Accounts Dashboard including:
- Admin view of accounts
- Searching the database and applying filters
- Adding a new account to the database
- Editing an existing account
- Using the people module
- People vs Accounts
Finance I: Transactions
Audience: Bookkeepers and Payment Processors
This course will provide a thorough introduction to transactions including:
- Reviewing Charge Types
- Entering charges and payments
- Entering donations
- Processing reversals
- Using My Lists to edit Charge Types and Payment Types
- Navigating the built-in donation form
Finance II: Deposits
Audience: Bookkeepers and Payment Processors
This course will provide a thorough introduction to processing a deposit in ShulCloud including:
- Creating batch deposit
- Editing a deposit
- Confirming deposit is complete
- The benefits of restaging a deposit
- Searching for past deposits
Finance III: Payment Processing
Audience: Bookkeepers and Payment Processors
This course will provide a thorough introduction to Payment Processing, including
- Merchant Application setup
- Creating merchant accounts
- Creating payment gateways
- Integrated gateway settlement
Finance IV: Batch Billing
Audience: Bookkeepers and Payment Processors
This course will provide a thorough introduction to Batch Billing including:
- Creating and applying a charge to many accounts at once
- Applying discounts to batch charges
- Invoicing to collect payments
- Downloading statements and invoices
Calendar and Events
Audience: All Admin and Clergy, Education Directors, Event Coordinators, Regular Office Volunteers
This course will provide a thorough introduction to
- Setting up custom calendars
- Managing resources
- Creating new events
- Adding registration to an event
Forms
Audience: All Admin and Clergy, Education Directors, Event Coordinators, Regular Office Volunteers, Top Lay Leaders
This course will provide a thorough introduction forms including:
- Creating and editing forms
- Creating a form from the shared forms
- Form options and settings
- Tips on making different types of forms
- Finding the form after creating it
- Emailing congregants by response or non-response
Intro to Mail
Audience: All Admin and Clergy, Education Directors, Regular Office Volunteers, Top Lay Leaders
This course will provide a thorough introduction to the mail module including:
- Using existing and creating new mailing lists
- Advanced targeting
- Creating drafts and Scheduling emails
- Using tokens
- Uploading form letters
- Creating templates
- Sending statements and invoices
- Public subscribers, subscribing, and unsubscribing to an email
- Checking email details and reports
Mail Builder
Audience: All Admin and Clergy, Education Directors, Regular Office Volunteers, Top Lay Leaders
This course will provide a thorough introduction to using mailbuilder including:
- Using existing and creating new mailing lists
- Creating drafts and Scheduling emails
- Advanced targeting
- Using tokens
- Uploading form letters
- Creating templates
- Using the blocks to build an email
- Creating a Newsletter style email
- Using the drag and drop functionality
- Editing fonts/colors and uploading images
- Using links to sites and documents
- Public subscribers, subscribing, and unsubscribing to an email
- Checking email details and reports
Yahrzeit
Audience: All Admin and Clergy, Regular Office Volunteers
This course will provide a thorough introduction to processing yahrzeits in ShulCloud including:
- Marking someone deceased
- New yahrzeits
- Lifecycle reports
- Yahrzeit letters
Member Portal
Audience: All Admin and Clergy
This course will provide a thorough introduction to the Member Portal including:
- Review settings and options
- Choosing tiles
- Posting link on website
- Announcing portal to members
CRM
Audience: All Admin and Clergy, Education Directors, Regular Office Volunteers, Top Lay Leaders
This course will provide a thorough introduction to using the CRM Module including:
- Using CRM for task management and pastoral care
- Adding new CRM categories
- Setting CRM permissions
- New correspondence
- Setting Follow ups
School Module
Please note that the School Module is an Add-On feature and is not included in the standard ShulCloud package. If you are interested in learning more about how this module would benefit your organization, please register for this class and speak to your account manager about adding this feature.
Audience: All Admin and Education Directors
- This course will provide a thorough introduction to the School Module including:
- Build a school registration form within the school module
- Send form to school parents
- Report on form results
Website/CMS
Audience: All Admin and Marketing/Social Media Staff
This course will provide a thorough introduction to ShulCloud CMS including:
- Easy management of websites
- Page editing
- Navigation
- Hyperlinking
- Image additions
- Widgets
Reports
Audience: All Admin and Clergy, Education Directors, Top Lay Leaders
This course will provide a thorough introduction to SC Reports, including:
- Running of financial and non-financial SC Reports
- Customization of Report information
- Saving customized Reports to My Reports
- Emailing Reports on a schedule
Fundraising
Please note that the Fundraising Module is an Add-On feature and is not included in the standard ShulCloud package. If you are interested in learning more about how this module would benefit your organization, please register for this class and speak to your account manager about adding this feature.
Audience: All Admin and Clergy, Bookkeepers and Payment Processors, Education Directors, Regular Office Volunteers, Top Lay Leaders
This course will provide a thorough introduction to the SC Fundraising Module, including:
- Setting Fundraising Goals
- Creating the Fundraising Goal Dashboard
- Fundraising Mail
- Using Fundraising Widget