Digital Transformation

This is our ‘masters program’ - it’s strategic and extensive, it’s all about the experience.

Whether it’s translating the client’s need into the use of Engaging Networks, organizing a client’s data set or getting involved in the on-boarding and migration of their organization the Implementation Strategy accreditation course unlocks behind the scenes knowledge from our business. You’ll hear from Engaging Networks staff across the whole spectrum of our business, from support, to account management, business development, technical development and beyond. This training is designed to turn strategies into actions and help clients reach their organisational goals through the use of the Engaging Networks platform.

Some of the things our clients look to Implementation partners for include:

  • Scoping

    Project planning & translation of the the client need into the use of the Engaging Networks tools

  • Data Management

    Creating a data strategy, setting up the constituent record, system design and creation of reporting and metrics.

  • Reaching Goals

    Motivating the client in the use of Engaging Networks, managing and implementing migration

What's In It For Our Agency?

Visibility To Our Clients

Passing an accreditation course means we can list you in our partner directory and start recommending you to clients. Your agency will also  be eligible to participate in co-marketing such as webinars, conference sessions and other client facing content increasing your visibility to the non-profit teams that want to hire you.

 Shareable Certification

When an agency team member passes an accreditation course, we issue them a uniquely identifiable online certificate. These certificates can be added to your LinkedIn profile with our 'one click' Certification Sharing, showing off your in depth certified knowledge of the Engaging Networks platform to your peers and potential new clients.

Previews of upcoming product releases

Our accredited partner newsletter and exclusive partner meet ups bring you sneak peeks of new product features before they're released. We also actively encourage accredited partners to provide input into product development too

Optional Referral Fees

Our accredited partners can also opt-in to our referral fee program too. We'll pay you a generous commission for each client you refer our way.

How Long Will It Take Me To Complete This Course?

The total training time for this course is circa: 8 hours

Course curriculum

  • 1

    Introduction

    • Course Introduction
  • 2

    Client Motivation

    • Product Use Cases & Benefits
  • 3

    Onboarding & Implementation

    • Client Onboarding Success Strategies

    • General Onboarding Timeline Reference Sheet

    • Domains & SSL Certificates

    • Email Deliverability Best Practice

    • Domain Authentication

    • Master Opt-Ins
  • 4

    20 Topics To Discuss With Your Client

    • Factoring Historic Data Into A Migration

    • Bringing Third Party List Data Into Engaging Networks

    • Working With External Source Data

    • De-duping Data Strategies

    • Structuring Opt-Ins & Unsubscribes (Part 1)

    • Structuring Opt-Ins & Unsubscribes (Part 2)

    • Structuring Opt-Ins & Unsubscribes (Part 3)

    • Internal Account User Management Strategies

    • Setting Up Account Access For Third Parties

    • Using Accounts Hub Multi Tier Accounts

    • Setting Up Multi-Language Campaigns

    • Rolling Out Platform Modules

    • Audience Selection Strategies

    • Enriching Your Data With Our Political Tools

    • Types Of Fundraising

    • Selecting The Right Payment Gateway

    • Importing Active Recurring Donations

    • Receipting Your Donations

    • Implementing A Tracking Strategy

    • Integrating Engaging Networks With Your Online Advertising

    • Internal Organisation Reporting Needs

    • Pre-Campaign Launch Testing Strategies
  • 5

    Page Templates Overview

    • Introducing Page Builder Custom HTML/CSS Templates

    • Free & Flexible Templates 2.0

    • Free and Flexible Events Templates

    • Free and Flexible Donation Templates

    • Free and Flexible Template Split Testing
  • 6

    Marketing Tools

    • Introduction To The Marketing Tools

    • Introduction To Marketing Tools Email Broadcasts

    • Marketing Tools Email Templates

    • Engaging Networks + Twilio

    • Twilio SMS Compliance & Deliverability Guide
  • 7

    Data Strategy & Account Data

    • Agency Introduction To Data Structures

    • Creating New Data Fields

    • Credit Card & CVV Field Tokenisation

    • Creating Custom Question Components

    • Creating Opt-In Question Components

    • Building A Supporter Dashboard

    • Additional Dashboard Gadgets

    • Householding

    • Using Query Builder

    • Exporting Data From Engaging Networks

    • Creating & Using Export Groups

    • Importing Data Into Engaging Networks

    • Bulk Deleting Supporter Records

    • Managing Duplicate Records

    • Lead Forms
  • 8

    Audience Profiles, Attributes & Tracking

    • Creating Supporter Profiles

    • Creating Attributes

    • Tracking Parameters

    • Tracking Channels
  • 9

    Segments

    • Introducing Segments

    • Using Pre-Defined Segments

    • Building Your Own Segments With My Segments

    • Using Segments To Build Audiences In Marketing Tools
  • 10

    Data Connectivity

    • Introduction To The Bulk Api

    • Import Data API

    • Data API Client-Agency Setup Guide

    • Database Integrations
  • 11

    Real Time Data Connectivity

    • Implementing The Rest API Services

    • REST API Client-Agency Setup Guide

    • Peer To Peer API
  • 12

    The Future (Is Here...) - AI & Engaging Networks

    • Machine Learning

    • Graham Covington & Rainforest Action Network: The Next Generation Of Marketing Automations
  • 13

    Implementation Strategy Accreditation

    • Implementation Strategy Exam

    • Implementation Strategy Assignment