Welcome to GiftWorks Cloud! We have developed a free course to help you get acquainted with all of the tools and resources available to you with GiftWorks Cloud. This training course is great for first-time Panorama users, new employees, volunteers, or for an experienced user learning a new feature.
This course will provide you with an understanding of how you will use each of the primary functions in Giftworks, including:
- Managing constituents and their records
- Adding donations and pledges
- Creating a volunteer portal and managing volunteer opportunities
- Tracking and sharing your data through SmartLists
- Creating mailings, including receipts
- Additional tools and setup options
This is a comprehensive overview of the features of Giftworks Cloud. Based on how you will use the donor management system, you may need to focus on learning some or all of these features. You may visit each lesson in order or skip around as needed to best meet your learning needs.
| Course | Course Name |
| 1 | GiftWorks Cloud Homepage |
| 2 | Constituents |
| 3 | Gifts |
| 4 | Volunteering |
| 5 | Smartlists |
| 6 | Mailings |
| 7 | Tools |
| 8 | Top 5 Setup Features |
| 9 | Import Tool User Guide |
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