Arreva Academy | Exceed Training

  • Arreva Academy was established as part of our commitment to client success.  We want to empower our users to get a better understanding of how to use their Arreva software to achieve great results through short, focused, and free training webinars. From fundamentals to advanced techniques, each course is designed to help you master one feature or skill at a time.

Households and Orgs     

 
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  • All About Widgets & Dashboards in ExceedFurther
    During this video you will learn All About Widgets & Dashboards in ExceedFurther


  • Database Management - Relationships - Same Person in ExceedFurther
    During this video you will learn about Database Management - Relationships - Same Person in ExceedFurther


  • How to Check for Duplicate Records
    During this video you will learn how to Find and Reduce Duplicate Records

Gifts and Gift Forms     

 
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  • How to Setup a Donation Webpage
    During this video you will learn how to setup a donation webpage


  • How to Set Up Additional Donation Pages
    During this video you will learn how to set up additional donation pages


  • How to Setup a Simple Donation Webpage
    During this video you will learn how to setup a simple donation webpage


  • How to Import Your Donations into the Database
    During this video you will learn how to import your donations into the database


  • How to Add User-Defined Fields
    During this video you will learn how to Add User-Defined Fields


  • Splitting Tributes in ExceedFurther
    During this video you will learn about splitting tributes in ExceedFurther


  • How to Create #GivingTuesday Online Donation Webpages
    During this video you will learn how to create your giving tuesday donate page

Pledges and Pledge Forms  

 
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  • How to Create Your Pledge Form Webpages
    During this video you will learn how to create your pledge form webpages


  • How to Import Your Pledges and Payments into the Database
    During this video you will learn how to import your pledges and payments into the database

Events and Event Webpages   

 
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  • How to Create Event Form Webpages
    During this video you will learn how to create event form webpages


  • How to Import Your Event Registrations into the Database
    how to import your event registrations into the database

Team Fundraising     

 
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Coming Soon!

Peer to Peer Fundraising     

 
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  • How To Set Up A Fundraising Campaign
    During this video you will learn how to set up a fundraising campaign


  • How to Create a Fundraising and a Campaign Template
    During this video you will learn how to create a fundraising and a campaign template


  • How to Create a Fundraiser For Your Solicitors
    During this video you will learn how to create a fundraiser for your solicitors

Memberships and Membership Webpages     

 
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  • How to Create a Membership Form Webpage in ExceedFurther
    During this video you will learn how to schedule reports in exceedfurther


  • Importing Online Data into Your ExceedFurther Database
    During this video you will learn importing online data into your exceedfurther database

Volunteers and Volunteer Webpages      

 
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  • How to Create Volunteer Application Form Webpages
    During this video you will learn how to create volunteer application form webpages


  • How to Create Volunteer Job (Scheduled) Registration Forms
    During this video you will learn how to create volunteer job (scheduled) registration forms


  • How to Import Your Volunteer Registrations into Your Database
    During this video you will learn how to import your volunteer registrations into your database


  • How to Create a Volunteer Job in ExceedFurther
    During this video you will learn how to create a volunteer job in exceedfurther


  • How to Create a Volunteer Task in ExceedFurther
    During this video you will learn how to create a volunteer task in exceedfurther


  • How to Import Your Volunteer Registrations into Your Database
    During this video you will learn how to import your volunteer registrations into your database

Grants and Grant Webpages     

 
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Coming Soon!

Guests and Guest Stay Request Webpages      

 
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  • How to Setup Your Guest Stay Request Webpage
    During this video you will learn how to setup your guest stay request webpage


  • How to Import Your Guest Stay Request into the Database
    During this video you will learn how to import your guest stay request into the database

Paperless PDF     

 
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Coming Soon!

Family Room App     

 
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Coming Soon!

Campaigns     

 
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Coming Soon!

Communications (Email, Letters, Texting)Mailing & Marketing Exports     

 
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  • The Basics of Creating Mailing Templates in ExceedFurther
    During this video you will learn the basics of creating mailing templates in exceedfurther

Reports, Report Builder & Quick Lists     

 
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  • Getting Started with ExceedFurther Report Builder
    During this video you will learn how to use Report Builder


  • How and Why to Use Quick Lists
    During this video you will learn how and why to use quick lists


  • Using Advanced Filters to Generate Reports
    During this video you will learn about using advanced filters to generate reports


  • How to Schedule Reports in ExceedFurther
    During this video you will learn how to schedule reports in exceedfurther

Interfaces     

 
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Coming Soon!

Administration and Backend      

 
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  • Setup Your Database to Close Old Fiscal Year/Prepare New Yr.
    During this video you will learn how to setup your database to close old fiscal year/prepare new yr.


  • Adding a New User and Donor Levels
    During this video you will learn about adding a new user and donor levels


  • Adding New Users and User Roles in ExceedFurther
    During this video you will learn about adding new users and user roles in exceedfurther


  • Creating Roles and User Privileges
    During this video you will learn about creating roles and user privileges


  • How to Create User Defined Fields/Make Fields Required
    During this video you will learn how to create user defined fields/make fields required


  • How to Use Tags in ExceedFurther
    During this video you will learn how to use tags in exceedfurther


  • How to Use the Help Module in ExceedFurther
    During this video you will learn how to use the help module in exceedfurther

Website Content Management     

 
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  • How to Create a Webpage Form
    During this video you will learn how to create a webpage form


  • How to Manage Webpage Content
    During this video you will learn how to manage webpage content

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