Skip to content

Creating Training Modules

See the video https://www.evergiving.com/training/.

  1. Add a Name and Description for the Training Module
  2. Add Points to reward the trainee with; and for use in leaderboards
  3. Give Fundraiser users time to complete this Training Module after which they will be locked out of their forms (otherwise leave Time to complete (hours) blank).
  4. Set conditions by which the Training Module will be distributed
    From date user created - triggers x days, weeks or months after a user has been added to Evergiving
    From date user created (recurring) - triggers every x days, weeks or months after a user has been added to Evergiving; and repeats every x days, weeks or months
    Office - only applies to users from a particular office
    Role - only applies to users with a particular role
  5. Upload an image or 'Show Library' to choose an image from our gaggle of monsters! Choose a colour if you want to colour scheme Training Modules or need to match your brand.
  6. Add your content to either Info pages, or Quiz pages. You can add as many of each as you like, just click on '+ New'. Info and Quiz pages can have text, images and video.
    Quiz pages also have multiple choice selections, just click '+ Add option' to add the possible answers and enable the tick next to each correct answer.
  7. See how the Module will look on a tablet using the navigation arrows in the Preview section, before hitting 'Add this Training Module' in the top right hand corner of the screen.

The leaderboard showing which Training modules have been achieved by which Fundraisers is available at https://manage.evergiving.com/en-AU/field/fundraisers by clicking on the Training icon.