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NGP VAN Training

Welcome to the NGP VAN Training + Resources page!

Over the past few cycles, Fundraising, Compliance, and Organizing have evolved, and so has NGP VAN. This space is designed to provide you with information on live training webinars, key resources, and updated guides that identify new features (as well as updates to your favorite tools) and how to use them in the ever-changing world of political fundraising, compliance, fieldwork, organizing, digital strategy, and social networking. Be sure to look out for our tips and tricks, which highlight some lesser-known features, our how-to documents and checklists, as well as best practices we've gathered from working with campaigns over the years.

Organizing

Kickstart your organizing journey with our engaging webinars on turf cutting, canvassing, and GOTV strategies using VAN, SmartVAN, MiniVAN and Mobilize. Join us to boost your skills and make a real impact!

Title	Course Description	Audience	Duration	Link to Recording	Live Webinar Registration	Resources
Organizing 101	What you will learn: How to login using an ActionID and navigate VAN, how to do basic contact searches and browse contact records, how to use the Virtual Phone Bank, and how to get support. Who this is for: New users looking to get started, or those looking to make sure they have an understanding of the very basics.	All users	60 min	Recording	Every Other Wednesday @ 2pm ET	How to: Log into VAN with ActionID How to: Increase user account security with multi-factor authentication How to: Make calls with Virtual Phone Bank
Organizing 201	What you will learn: How to use Activist Codes, Survey Questions, and Tags, how to build searches with Create a List, how to create scripts and Virtual Phone Banks, and how to use the turf cutter. Who this is for: Beginner users, or those looking to get a broader understanding of the basics.	All users	60 min	Recording	Every Other Wednesday @ 2:00pm ET	How to: Use Create a List for searching How to: Use and manage Virtual Phone Bank Organizing Best Practices: Turf Cutting
Auto-Commit	An overview of how shifting to auto-commit with save data and time. This overview will also highlight how workflows may be effected.	All users	30 min	Recording		Shifting to Auto-Commit Answering your questions about auto-commit Overview: MiniVAN Reporting How to: Roll back MiniVAN data
SmartVAN101	What you will learn: What SmatVAN is, how to do basic contact searches, how to build searches with Create a List, how to use Activist Codes, Survey Questions, and Tags, how to create scripts and Virtual Phone Banks, how to cut turf, how to report on canvas results, and how to get support Who this is for: Beginner users of SmartVAN who are looking to get an understanding of some basic features	All users	60 min	Recording	First Wednesday of Each Month @ 3:30pm ET	How to: Use Activist Codes How to: Create and use Scripts
MiniVAN 101	What you will learn: What MiniVAN is and best practices in using it, how to set up a canvas in MiniVAN from front to back, viewing and reporting on MiniVAN canvass results, and how to set up distributed contacts in MiniVAN. Who this is for: Users who are looking to make the transition from paper canvassing to mobile canvassing, or users who have used MiniVAN but want to make sure they have a fuller understanding of the features.	All users	60 min	Recording	Every Other Wednesday @ 3:30pm ET	Organizing Best Practices: Canvassing launch with MiniVAN Organizing Best Practices: GOTV with MiniVAN Organizing Best Practices: Distributed Canvassing
Mobilize 101	What you will learn: What Mobilize is and how to log in and navigate it, the different features you have access to on the Mobilize dashboard, and what the different events and action types are and how to create them. Who this is for: New users of Mobilize, or those who want to make sure they have a firm grasp of the basics.	All users	60 min	Coming soon	Every Other Friday @ 2pm ET	Get Election Ready with Mobilize Overview of Mobilize Events and Actions

Fundraising & Compliance

Unlock the full potential of your campaign with expert training on NGP products—master the tools to amplify your impact!

Title	Course Description	Audience	Duration	Live Webinar Registration
NGP 101	What you will learn: How to login using an ActionID and navigate NGP, how to do basic contact searches and browse contact records, how to build searches with Create a List, how to use Activist Codes, Source Codes, and Tags, how to manually add contribution records, how to use the Report Manager, and how to get support. Who this is for: New users of NGP, or those who want to make sure they have an understanding of the basics.	All users	60 min	Every other Thursday @ 2pm ET
Fundraising 101	What you will learn: How to use the Call Time List page, what Call Time Mobile is and how to customize it, how to edit call sheets, an overview of several contact fields and features for fundraising record-keeping and contact management. Who this is for: Beginner users looking to get an understanding of the basics of fundraising features.	All users	60 min	Every other Friday @ 2:00pm ET
Compliance 101	What you will learn: Record-keeping best practices, how to set up cycles and limits, how to use the financial batch manager, how to add disbursements and refund contributions, and how to prepare to file. Who this is for: Beginner users looking to get an understanding of the basics of record keeping for compliance and disclosure reporting.	All users	60 min	Every other Thursday @ 3:30pm ET
Forms 101	What you will learn: How to access and navigate Online Actions, how to build forms in Online Actions, and how to report on Online Action form activity. Who this is for: Beginner users who want to start making forms with Online Actions, or those looking to make sure they have an understanding of the basics.	All users	30 min	Every other Thursday @ 2:00pm ET
Forms 201	What you will learn: How to use some of the more advanced aspects of making forms in Online Actions and how to set up a self-service page in Online Actions. Who this is for: Beginner users who want to widen their knowledge of creating forms with Online Actions.	All users	30 min	Monthly First Fridays @ 3:30pm ET
Email 101	What you will learn: How to access and navigate Targeted Email, how to select email recipients, use to use the Drag and Drop editor to build an email, email deliverability overview and best practices. Who this is for: Beginner users who want to start sending emails with Targeted Email and those who want to make sure they have a firm grasp on the basics.	All users	60 min	Every other Thursday @ 3pm ET

Advocacy

Empower your team to drive change with NGP VAN Advocacy tools that amplify your message and mobilize supporters!

Title

Course Description

Audience

Duration

Link to Recording

Live Webinar Registration

Advocacy 101

What you will learn: What Advocacy is, how to select targets for Advocacy forms, how to get Document IDs for Regulations.gov, and best practices in setting up Advocacy forms.

Who this is for: Beginner users who want to make Advocacy forms in Online Actions.

All users

60 min

Every other

Friday @ 3:30pm

Member Organizing

Coming Soon!