Training & Support

AGH Strategies offers different levels of training and support, depending on your needs, experience and goals. We are able to offer in person and over the phone and email support.  Even if your site was built in-house or by a Drupal, Joomla, or WordPress developer, we can work with you as your CiviCRM consultant for structured training or periodic assistance as you need.

View the training calendar

On-site CiviCRM Training

We can build a training plan to match how you use CiviCRM and your CMS—Drupal, Joomla, or WordPress. With a variety of formats and deep experience in the nonprofit sector, our trainers can work with you to jumpstart adoption of your CRM, introduce new features, or orient new staff.  Available to travel to your office, we can help you make the most of your investment in CiviCRM.

Contact us to develop a training plan

Remote Virtual Training

Webinar training is an affordable alternative to on-site training, especially if your staff is spread among several locations.  It’s also a good option for a series of shorter trainings in addition to or in place of an on-site training if you’re outside the DC, Maryland, and Virginia area.  We can provide how-to sessions using your own site so everything is immediately familiar when it comes time to apply what you learn.

Describe your needs for web trainings

Public Training Programs

AGH Strategies offers more in-person CiviCRM training sessions than anywhere else—part of our commitment to making CiviCRM an accessible option for grassroots nonprofits with limited budgets.  Whether two hours or two days, our sessions combine technical how-to steps with real-world nonprofit best practices to help CiviCRM work effectively for you.

See our list of upcoming trainings below

Ongoing Support

Small or large, organizations find it helpful to have a partner in implementing and using CiviCRM.  With our hourly billing structure, there’s no minimum commitment; we can respond to technical issues or serve as a friendly guide.

Consider AGH Strategies for your training and support needs if:

  • You just started a job where you inherited a CiviCRM installation and you have never used it (or any other CRM) before.
  • Your organization just started using CiviCRM.
  • You encountered some (or lots of) trouble after upgrading CiviCRM
    Example: Your contribution page isn’t functional post upgrade or one of your scheduled jobs isn’t processing.
  • You are interested in using a new CiviCRM feature
    Example: You are only using CiviCRM to handle online donations but you are a membership organization, and would like to start using CiviMember as well, but you have no idea where to start.
  • You are struggling with one area in CiviCRM
    Examples: Has your mail suddenly stopped going out? Are your users having trouble registering for events? We can help you work through and troubleshoot any issues you may be having with your CiviCRM installation.

If this sounds like it applies to you at all, please contact us to set up a time to talk about your needs and goals.

Regular Maintenance

The best way to keep your site running smoothly is to maintain it regularly.  Regular CiviCRM releases provide new features, bug fixes, and security improvements, and our monitoring services help make sure your site is functioning well.  Read more about options for maintenance and monitoring.

Training & Support News

CiviCRM New User Online Training

October 27, 2016

This two-hour online training will introduce new users to all of the interfaces of CiviCRM, how it works with your website, how you can find support when you need it, and how to create new contacts, profiles, custom fields, contributions, and events.

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Fundraising, Online Training

May 4, 2016

This training will cover all of the tools that CiviCRM offers that your organization can utilize. In addition to learning how to create a donation page, you will learn how to use CiviCampaign to track your efforts and how to use activities and scheduled reminders to regularly communicate with your donors and prospects.

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Creating Custom Reports

February 3, 2016

While CiviCRM comes with 30 different report templates, it is not uncommon for none of these reports to be exactly what your organization needs. In this three hour training you will learn how to navigate the report templates and how to add your new report to CiviCRM.

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CiviMail Start to Finish, Online Training

July 13, 2016

CiviMail is an integral part of CiviCRM's core functionality, but setup can seem daunting, and many users continue to send their emails through a separate vendor.  They're missing out on the benefits of using CiviCRM to send customized, targeted messages to their supporters.This training will help you configure CiviMail, transition from another bulk email vendor to CiviCRM, and make best use of tightly integrated CRM and bulk email. In this training you will learn:

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Integrating CiviCRM with Quickbooks, Online Training

February 23, 2016

CiviCRM and Quickbooks IntegrationThis two hour training will prepare to integrate CiviCRM with your Quickbooks financial software. CiviCRM integrates well with Quickbooks, but this feature can be confusing to configure and use, especially if you have already been using CiviCRM without it. In this training you will learn how to add new financial account types and numbers, how to create a batch and how to read the batch documents that CivICRM produces for Quickbooks.

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Advanced Profile Use in CiviCRM, Online training

June 22, 2016

Profiles are a main part of CiviCRM’s functionality. They can serve as the form that donors fill out on your donation page, your email sign up form and they can work for you internally through helping with batch updating data or adding contacts. In this two hour training you will learn how to use profiles to do more than just serve as the form that donors, members, and event participants fill out on your website.

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CiviMember Start to Finish, Online training

June 15, 2016

Are you a membership organization or association that is using CiviCRM but has not fully mastered CiviMember? Is your organization considering using CiviCRM as an association management system or even a basic way of tracking dues?This training will help you navigate this important feature of CiviCRM that will make it easier for you to manage your membership and easier for your constituents to engage with your organization.This session will help you manage your memberships through instructing you how to

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CiviEvent Start to Finish, Online training

June 8, 1016

In our work, we find many organizations could save time, money, and frustration by using CiviCRM's built-in event tools more fully.  Maybe you're new to CiviCRM or looking to set up your first event using CiviEvent.This training will help you navigate this important feature of CiviCRM that will make it easier for you to manage your events and easier for your constituents to engage with your organization.In this session we will cover how to set up an event from planning to completion, including

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Managing Contacts and Relationships, Online Training

May 25, 2016

This training will include how to create new contacts and new relationships. It will also involve how to create new contact and relationship types and why you might want to do that.

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WordPress and CiviCRM Integration, Online training

May 18, 2016

WordPress and CiviCRM IntegrationThis ninety minute training will cover how CiviCRM works with WordPress - the newest content management system to integrate with CiviCRM. Included in this training, is how permissions work and how pages are generated in WordPress.

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