Learning Plan

The Fundraiser's Essentials

This learning plan is designed for fundraisers looking to get up to speed with how to use Avid as their fundraising operating system.

Here's what you'll learn:

The essential features of Avid
How to start connecting your tools and data
How to start using Avid Insights in your fundrasing

Enroll in this learning plan and begin your journey to using Avid as your fundraising operating system.

11 Lessons

Avid Essentials

In this course, you'll get an overview of the essential features of Avid and discover how the Fundraising Operating System can help you turn data into action.

10 Lessons

Startup Guide

This course will help you get started with Avid by configuring your account settings, adding your team members, and preparing for your kickoff meeting with your LockStep Specialist.

10 Lessons

Connections: Essentials

Connections: Essentials will introduce you to the Connections page and show you how to integrate your fundraising tools directly with Avid.

10 Lessons

Insights: Essentials

This course will walk you through the most important features of Avid Insights, showing you how to use reports to get the fundraising intelligence you need to drive better results.

11 Lessons

Pathways

In this course, you'll learn how to use Avid Pathways to create audience segments and automatically keep them in sync with each of your fundraising channels.

12 Lessons

Connections: Advanced

In Connections: Advanced, you'll learn about how data is structured in Avid as well as how to upload data, create data sets, and use an SFTP to automatically pull in file uploads.

Keep going!

Complete all of the courses to finish your learning plan!