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Standard Trainings

Welcome to the akoyaGO Training Menu! Jump to a specific product:


If you are interested in any training sessions listed below, please enter a support case with the specific session title. A separate case for each training is greatly appreciated. Please note, because all training requests are considered New Work, estimates must be approved by your client contact (akoyaGO administrator at your organization.)

If you'd like to discuss which training would best meet the needs of your team, you can begin the process by reaching out to your Account Manager.

Please note some training prerequisites below are related to Security Roles. More information on Security Roles can be found here: CRM Standard User Roles 
 

  akoyaGO CRM

 

 DescriptionDurationDesired AttendeesPrerequisites
New User Training – General CRM
  • Basics of akoyaGO CRM
  • Navigating the CRM
  • Entering Contacts + Constituents
  • Searching
60 - 90 min

This is the recommended first course for any new akoyaGO user.

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New User Training  – Grants Management

 

  • Checking Tax Exempt Status (GOverify)
  • Manually entering a competitive and Donor Advised Request
  • Using the Grants Management Dashboard to process GOapply Submissions
  • Approving/Denying Requests
  • Processing Payments in akoyaGO (no Business Central content)
  • Using System View to process Grant Recommendations submitted through GOfund
60 - 120 min

akoyaGO users who will be working in the Grants Management area (typically Program Officers, Grants Managers, etc.)

This includes akoyaGO users who process donor-advised and/or competitive grants, scholarships, and payments. 

Finance users may also find this course helpful since it includes approving a request and processing payment in akoyaGO CRM.

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New User Training  – Donor Management
  • Entering a Donor
  • Entering a Gift
  • Using Donor Opportunities
  • Process a Gift given through GOdonate
  • Processing Gift Payments
60 - 120 min

akoyaGO users who will be working in the Donor Management area (typically Development and Donor Services staff.)

This includes users who work with donors and those who enter/process gifts.

Finance users may also find this course helpful since it includes processing a gift payment in akoyaGO CRM.

akoyaGO + Accounting
New User Training  – Fund Management
  • Creating a new Fund record and reviewing the fields on the Fund form
  • Running fund statements
  • Setting up fund connections
60 - 90 min

akoyaGO users who will be creating new fund records, running fund statements, or setting up fund connections.

*Please note this course is not only limited to users who set up new fund records since viewing information related to funds is also covered (i.e. grants made from funds, gifts made to funds.)

akoyaGO + Accounting
New User Training  – Views, Dashboard, Outlook Integration, Activities
  • What is a View/Dashboard?
  • Creating Personal Views - editing columns + applying filters
  • Creating Personal Dashboards
  • Tracking emails from Outlook to akoyaGO
  • Using Activities
60 - 90 min

Recommended for any new akoyaGO user

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Supplemental Training  – Creating Letter Templates & Generating Letters
  • Setting up new Letter Templates
    • System Views
    • Word Document Templates
    • Letter Templates in akoyaGO
    • Generating Letters
      • Printing
      • Bulk Update Records
60 - 120 min

Users creating Letter Templates

(i.e. Gift Acknowledgements, Grant/Scholarship Award or Denial Notices, etc.)

akoyaGO System Customizer Security Role needed to create/edit System Views.

See CRM Standard User Roles KA for more information.

Supplemental Training - Generating Letters Only
  • Generating Letters Using Existing Letter Templates
    • Printing
    • Bulk Update Records
  • Understanding Criteria of System Views
60 min

Users processing letters and notifications

This training is for akoyaGO Users who only need to process (not set up) letters.

To request this training, you should have existing Letter Template(s) created

Supplemental Training  – Mailing Lists
  • Reviewing and Cleaning up Data
  • Creating a Mailing List
  • Adding Members
  • Managing Members
  • Generating Letters 
60 min

 

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Supplemental Training  – Mailing Lists, Marketing Lists, Campaigns, and Events
  • Creating a Mailing List
  • Reviewing and Cleaning up Data
  • Creating a Mailing List
  • Adding Members
  • Managing Members
  • Generating Letters 
  • Mailings Lists vs Marketing Lists
  • Static vs Dynamic Marketing Lists
  • Creating a Marketing List
  • Creating a Campaign & Campaign Activities
  • Distributing Campaign Activities
  • Quick Campaigns
  • Creating an Event
  • Linking Gifts to Events
120 minDevelopment staffakoyaGO + Accounting
Supplemental Training  – Interfunds
  • Accounting Settings defaults
  • Interfund BPF
  • Soft credits
  • What records are created in akoyaGO CRM?
  • GL entries in BC
60 - 90 min

Staff processing and entering interfunds

akoyaGO + Accounting
Supplemental Training  – Scheduled Distributions
  • Understanding how Scheduled Distributions are set up in akoyaGO
  • Reviewing Scheduled Distributions
  • Running the flows
  • What records are created in akoyaGO CRM?
60 - 90 min

Staff processing scheduled fund distributions from funds (to grantees or other funds)

akoyaGO + Accounting

 

  Business Central


 DescriptionDurationDesired AttendeesPrerequisites
Session One – Overview and Accounting in CRM
  • Syncing between akoyaGO CRM and BC
  • Accounting Overview
  • Net Assets
  • Dimensions
  • Chart of Accounts
  • Adding an Account
  • Special Accounts - 1999 + 2999
  • Funds
  • DT Accounts
  • Accounting Settings
90 minBC UsersBC License
Session Two – Navigating, Revenues, and Expenses
  • Navigating BC
  • Grant Payments
  • Purchase Invoices
  • Post Payments/Cut Checks
  • Reversals
  • Non-Gifts
  • Gifts
  • Post Deposit
90 minBC UsersBC License
Session Three – Adjustments and Reports
  • Journal entry
  • Save a standard journal
  • Reversing a GL entry
  • Limit posting dates
  • Standard reports
  • Trial balance
  • Filter the General Ledger and Chart of Accounts
  • Save a view
  • Export to Excel
90 minBC UsersBC License
Month End Processes
  • Bank Rec
  • Fund Fees
  • JIA
90 minBC UsersBC License
Spendable Allotment
  • Setup in CRM
  • Running process in BC
60 minBC UsersBC License

 

  akoyaGO, PowerApps, Power Platform Admin Center


 DescriptionDurationDesired AttendeesPrerequisites
System Customizer Training One - Fields, Forms, Views
  • What is a Custom Solution?
  • Creating a field
  • Organizing forms
  • System Views/Dashboards
60 minakoyaGO Admin Users with System Customizer Role

akoyaGO Administrator + System Customizer Roles; Understanding of Views

See CRM Standard User Roles KA for more information on Security Roles.

Please note System Customizer training is not recommended for new users. It is important to have an understanding of akoyaGO best practices and basics before learning to customize the system.

This training is recommended after using the system for at least 3-6 months.

System Customizer Training Two - Automations 
  • Business Rules
  • CRM Workflow Processes
60 minakoyaGO Admin Users with System Customizer Role

akoyaGO Administrator + System Customizer Roles

See CRM Standard User Roles KA for more information on Security Roles.

 

Please note System Customizer training is not recommended for new users. It is important to have an understanding of akoyaGO best practices and basics before learning to customize the system.

This training is recommended after using the system for at least 3-6 months.

System Admin User Management  – Onboarding / Offboarding Users
  • MS Admin Center vs Power Apps
  • Create Users
  • Licenses
  • Security Roles
  • Outlook Integration
  • SharePoint
60 minAdmin Users

akoyaGO Administrator

See CRM Standard User Roles KA for more information on Security Roles.

 

 

  GOapply

 

 DescriptionDurationDesired AttendeesPrerequisites
Session One – Introduction to GOapply
  • GOapply Components
  • Setting up GOapply
  • GOapply Basics
  • Troubleshooting
60 minGOapply Admins

GOapply Administrator Security Role and member of GOmanager Group for impersonation privileges

See CRM Standard User Roles KA for more information on Security Roles

See GOmanager Permissions KA for more information

Session Two – Processing GOapply Submissions
  • How does GOapply fit into your Grants Management processes?
  • Using the Grants Management Dashboard to process GOapply submissions
  • Advancing to the Next Phase
  • Closing a Grant/Apps that don't make it by the deadline
60 minStaff processing GOapply submissions; typically Grants Managers and/or Program Officers

GOapply Administrator Security Role

See CRM Standard User Roles KA for more information on Security Roles

Session Three – GOmanager Simple Form Builder
  • Creating a new opportunity/phase
  • Simple Form Builder Components
  • Settings in Simple Form Builder
  • Adding Questions - Mapped
  • Adding Questions - Unmapped
  • Basic Logic
  • Default Values
60 minStaff building and editing GOapply phases (i.e. Applications, reports)

GOapply Administrator Security Role and member of GOmanager Group

See CRM Standard User Roles KA for more information on Security Roles

See GOmanager Permissions KA for more information

Reviewer Admin Training
  • Reviewer components
  • Reviewer UI
  • Set up Review Group
  • Managing Reviewers
  • Adding Review Group Applications
  • Responses
  • Building Reviewer Form in GOmanager
  • Dashboard
90 minStaff setting up Review Groups and analyzing Reviewer responses

GOapply Administrator Security Role and member of GOmanager Group

See CRM Standard User Roles KA for more information on Security Roles

See GOmanager Permissions KA for more information

Session One - Scholarship Automatch Setup 
  • Scholarship Records in akoyaGO
    • Building Scholarship Criteria
  • GOapply Settings (Automatch Specific)
  • Setting up General Scholarship Opportunity and Application Phase
  • Building Scholarship Specific Forms/Questions
  • Best Practices for Future Cycles
60 min

Staff creating and testing General Scholarship Opportunity

*Please note automatching Training Sessions require basic GOapply knowledge.
Automatch training sessions should take place after GOapply Trainings listed above.

 

GOapply Administrator Security Role and member of GOmanager Group

See CRM Standard User Roles KA for more information on Security Roles

See GOmanager Permissions KA for more information

Session Two - Scholarship Automatch Options and Processing in akoyaGO

 

  • Requests vs Requested Scholarships
  • Different Automatch Options
    • Student Opts In
    • Automatically Opt In
    • Automatching in akoyaGO CRM
  • ​​​​​​​Viewing Scholarship Specific Data using Requested Scholarships
  • Processing Requests and Requested Scholarships
60 min

Staff processing Scholarship Requests submitted via GOapply

*Please note automatching Training Sessions require basic GOapply knowledge.
Automatch training sessions should take place after GOapply Trainings listed above.

GOapply Administrator Security Role

See CRM Standard User Roles KA for more information on Security Roles

 

 

  GOfund

 

 DescriptionDurationDesired AttendeesPrerequisites
Introduction to GOfund
  • GOfund components
  • Creating a connection
  • GOfund email invite
  • Setup/editing templates
  • GOfund UI
  • Records created in akoyaGO (Pending Requests, Interfunds)
  • Using views to process GOfund submissions
90 minStaff managing donor advised grant recommendations submitted via GOfund and fund connections 

Member of GOmanager Group

See GOmanager Permissions KA for more information

 
Keywords: Training, Standard Trainings, akoyaGO Trainings, Training Cases, Training Menu
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