Now that you’re ready to start working in the WE Platform, it’s time to get up to speed! Whether you’re trying to customize a user, understand the scores, or even learn some best practices, you have a lot of resources available to you. These are the key ones:
This article will cover:
- Quick Start Video
- Knowledge Base
- Group Webinars
- Depending on the Subscription…
Quick Start video.
This 10-minute video will give you a very basic run down of what you need to know before you get started. It is automatically emailed to every user in your account.
The Knowledge Base is our library! It contains just about any resource we’d have available, from definitions for terms, reference guides for key scores, templates you might use to submit data to WE, and even recordings of webinars and short videos on an entire range of topics. Whenever you have a question or want to learn more about a topic, take a look – usually you can find what you’re looking for.
If you want to dive a little deeper, come to our group webinars! They rotate weekly, so if you miss one you can easily make the next:
- Monday 11am: Data and Scores
- Monday 2pm: Searching
- Tuesday 11am: Reading Profiles in the Nonprofit Platform
- Tuesday 2pm: Reading Profiles in the Commercial Platform
- Wednesday 11am: Screening
- Wednesday 2pm: Working with Your Results
- Thursday 11am: Modeling
- Thursday 2pm: Prospecting
You can register for them here, as well as download recordings.
Depending on the Subscription…
Some subscriptions include custom, one-on-one training, professional service hours with a personal Client Engagement Manager, or both. Make sure to check your contract – and if you still aren’t sure, you can reach out to your Sales Representative or Customer Service. They’ll be able to walk you through what it is you purchased, as well as answer pricing questions if you think you might want to add something.