Post PACnet Training

Post PACnet Training

Sit next to your industry peers and share best practices and ideas as you learn.

hands-on courses

Our intensive two-day hands-on training courses will empower you to improve operational efficiency. Plus, you’ll be sitting side-by-side with your industry peers, giving you a rare opportunity to share best practices and ideas as you learn.


SPECIAL OFFER! Register 1, get 50% off the 2nd registration


The following classes* run concurrently after the conference beginning Thursday, February 15th. Classes to be held at the Newport Beach Marriott Hotel & Spa unless posted otherwise.

*Please note that sessions titles and content are subject to change.

 


Cancellation Policy

Paciolan reserves the right to cancel any class six weeks prior to the beginning of the class if the enrollment is fewer than five students. A $200 non-refundable charge will be assessed for customer cancellations after January 12, 2018.

 Registration

Classes can be added during your PACnet registration process.

NOTE: If you would like to sign up ONLY for training sessions or would like more details on any of the training sessions listed above, please email Kathy Albright or call (949) 823-1703.

Deep Dive PAC Reporting

Deep Dive PAC Reporting

Date: Thur – Fri, Feb. 15 – 16 * Time: 9:00 a.m. – 5:00 p.m. * Fee: $500

 

With PAC Reporting it is possible to use web-based report writing tools in conjunction with your live Paciolan data to generate many different kinds of reports. Take our advanced class to take your reporting knowledge to the next level!

Pre-requisites

  • Pac Analytics
  • 2 years of report building within eQuery

Who It’s For

  • Database managers
  • Staff responsible for creating reports
  • All markets

Take-Aways

  • Focus on writing reports off the TI data warehouse while utilizing more advanced querying tools.
  • Work on specific reports and reporting struggles.
  • Learn to create spreadsheets with live links to the Paciolan database.
  • Enhance web reporting with JavaScript and HTML.
  • Improve upon cross-seasonal reporting.
  • Look at client-proven strategies for reporting to 3rd parties.

 

Some highlights that will be covered in class:

Report Setup Design and Strategies

  • Create fast and accurate reports working step-by-step on what a report-build is from start to finish. Learn strategies to search for reports and mark them for easy review, then schedule and archive them. 

JavaScript and HTML Overview

  • Explore how JavaScript and HTML can add more zest to a report, while limiting the need for user-defined dictionaries written in the back office.

Live Reports through Excel

  • Practice charting with live data using Excel, accessible to anyone with an internet connection.

 

Contact Kathy Burns for class details by phone at 949-823-1703 or by email at kalbright@paciolan.com

Rock Your World Reporting with PAC Reporting

Rock Your World Reporting with PAC Reporting

Date: Thur – Fri, Feb. 15 – 16 * Time: 9:00 a.m. – 5:00 p.m. * Fee: $500

 

Take-Aways:

  • Learn to create spreadsheets with live links to the Paciolan database
  • Improve upon cross-seasonal reporting
  • Learn how you can use Javascript and HTML to enhance web reporting
  • Look at client-proven strategies for reporting to 3rd parties

For:

  • Database managers
  • Staff responsible for creating reports
  • All markets

With PAC Reporting, it is possible to use web-based report writing tools in conjunction with your live Paciolan data to generate many different kinds of reports.  Below are some of the highlights that will be covered in this class:

Report Setup Design and Strategies

  • Create not only accurate but fast reports
  • Step by step guide on what a report-build is from start to finish
  • Scheduling and archiving reports

Mapping Files Efficiently

  • New mapping enhancements now allow for cross-seasonal reporting quickly 
  • Learn how to quickly create data views 

Live Reports through Excel

  • Charting in Excel with live data
  • Accessible to anyone with an internet connection

Javascript and HTML Overview

  • Explore how Javascript and HTML can add more life to a report while limiting the need for user-defined dictionaries written in the back office.

 

Contact Kathy Albright for class details by phone at 949-823-1703 or by email at kalbright@paciolan.com

The New PAC Mail (Free)

Take a Deep Dive into the New PAC Mail, Powered by Cheetah Digital

Date: Wednesday, Feb. 14 * Time: 2:30 – 5:00 p.m. * 

 

Bring your laptops for a FREE hands-on training session!

 

You will learn what data is transferred from Paciolan, how to use that data to filter various audiences, how to update your mobile responsive design templates to create effective message campaigns, and the reports available to determine campaign success. Additional topics will include manually uploading contacts from a file, various personalization options, and using dynamic content to ensure patrons receive information most relevant to them.