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.

Upcoming Training Programs

January 17

CiviCRM New User Online Training

This two-hour online training will introduce new users to the most popular components 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.

Training & Support News

Upgrades to CiviCRM 4.6

November 12, 2015

Upgrading CiviCRM and What’s New in 4.6This two hour training will prepare you to upgrade CiviCRM and to do all of the important tasks associated with running a successful upgrade - backing up your data and being able to restore it if something goes wrong. Regular upgrades keep CiviCRM secure and enable your organization to take advantage of the latest features that CiviCRM has to offer.In addition to covering the upgrade process, this training will also include what the new features are in 4.6 and how to best utilize them.

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CiviMember Start to Finish

November 12, 2015

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 two hour training session will help you manage your memberships through instructing you how to

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CiviCRM New User Online Training

April 6, 2016

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

Read more

Super User Training

October 28, 2015

Do you have a good grasp of the basics of CiviCRM but you want to take your knowledge and skills to the next level?The six hour Super User Training may be the right fit for you. You will leave this training with new skills in:

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Advanced Profile Use in CiviCRM

October 27, 2015

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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CiviEvent Start to Finish

October 27, 2015

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 two hour session we will cover how to set up an event from planning to completion, including

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Chicago User and Administrator Training

May 18, 2015

A comprehensive two day hands on training course covering the configuration, administration, and everyday use of CiviCRM. This event is aimed at administrators and technical users at organizations that are either using CiviCRM, or interested in evaluating it. It is also useful for staff at organizations that develop or implement CiviCRM who need a complete understanding of “out of the box” features and configuration options

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CiviCRM and Drupal Integration

October 22, 2014

Learn how to make the most out of CiviCRM in your Drupal sie at this training where we go over ways to integrate them through the use of Webform, Views, and permissions. During this four-hour training you will learn how to create a searchable member directory; show a list of upcoming events; create a donor, sponsor or board listings; show different information based on filters based on CiviCRM fields; create an email welcome series; capture new information about your CiviCRM contacts; and create members only permissions.

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Creating Extensions

March 24, 2015

CiviCRM extentions are an easy-to-maintain way to extend CiviCRM's out-of-the-box functionality. Popular extentions include Stripe payment processor, CiviVolunteer and CiviDiscount. This training will go over how to write an extension, write the documentation on how to use it and add it to CiviCRM's extension directory.

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Integrating CiviCRM with Quickbooks

April 7, 2015

CiviCRM integrates well with Quickbooks, but this feature can be confusing to configure and use, espeically if youhave already been using CiviCRM without it. This training will cover how to add new financial account types and numbe s, how to create a batch and how to read the batch exports that CiviCRM produces for Quicbooks. Principals used in this training will be useful for many accounting packages.

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