Simply Stakeholders - Client Webinar Series
Join the Customer Success Team as they take you through the Modules and Functions of the Simply Stakeholders platforms. Join live to ask questions, or watch the recording or access the slides later.
Upcoming Webinars:
Task Board Management 03 October, 2pm AEST - Join Salma from the Australian Team, to look at how to use Task Board to meet your organisation's needs REGISTER HERE
Simply Stakeholders Housekeeping - cleaning things up! 17 October, 2pm AEDT - Join Katie, from the Australian Team, to look at housekeeping for your Simply Stakeholders Account - cleaning up user & admin roles, access levels, and more. REGISTER HERE
AI Based Tagging 07 November, 2pm AEDT - Join Salma from the Australian Team, to look at how the AI Tagging can assist in categorising your data REGISTER HERE
Meet the new Darzin AI Engine: 21 November, 2pm AEDT - Join Katie, from the Australian Team, to look at the new Darzin AI Engine for Simply Stakeholders. REGISTER HERE
New User Interface for Simply Stakeholders: 05 December, 2pm AEDT - Join Salma from the Australian Team, to look at the new User Interface. REGISTER HERE
Auto-tagging your historical data in Simply Stakeholders: 12 December, 2pm AEDT - Join Katie, from the Australian Team, to look at how to apply Auto-tagging to your historical data in Simply Stakeholders. REGISTER HERE
Past Webinars:
Forms Question Types - what you need to know: 19 September, 2pm AEST - Katie, from the Australian Team, looks at how to choose the correct Forms question types to get the data you need. View the recording here.
Properties 12 September, 2pm AEST - Salma from the Australian Team, looks at how to use the Property module to meet your organisation's needs view the recording here.
Using Automated Workflows in Simply Stakeholders: Thursday 05 September 12PM GMT - Andy from the European Team to take a look at our new Automated Workflows feature. View the recording here
Stakeholder Mapping - meeting organisational needs: 22 August, 2pm AEST - Katie, from the Australian Team, looks at how to use Stakeholder Mapping to meet your organisational needs. View the recording here, link to Stakeholder Classifications Blog article referenced in the webinar.
Contact Group or Tag - choosing the right method: 8 August, 2pm AEST - Salma, from the Australian Team, takes you through how to choose whether to use a Contact Group or a Tag to categorise your interaction and stakeholder records. View the recording here
Bulk Editing - Stakeholders and Interactions: 25 July, 2pm AEST - Katie, from the Australian Team, looks at how you can use bulk editing to update your records, including Stakeholders and Interactions. Tips and tricks for time saving data grooming, adding tags, assigning to contact groups and more. View the recording here
Data Cleansing - Preparing to import your data: 11 July, 2pm AEST - Salma, from the Australian Team, takes you through Data Cleansing. View recording here
Custom Reports - basic and advanced: 19 June, 2pm AEST - Katie, from the Australian Team, takes a look at how to design Reports, both basic and advanced, to meet your organisational reporting needs. View recording here
Using Filters - basic and advanced: 6 June, 2pm AEST - Salma, from the Australian Team, takes you through how to set up filters, both basic and advanced, to interrogate your data. View recording here
Auto-tagging - Setting up for success: 30 May, 2pm AEST - Katie, from the Australian Team, takes a look at how to set your Simply Stakeholders account up for success with the new auto-tagging feature. View recording here
Annotations - assigning sentiment, tags and more: 2 May, 2pm AEST - Salma, from the Australian Team, takes you through Annotations - View the past recording here
Group Mail - what you need to know: 24 April 2024, 2pm AEST - Katie, from the Australian Team, takes you through the Group Mail module - View the past recording here
Dashboard - back to basics: 9 April 2024, 4pm CET - Krystle, from the European Team, takes you through the Dashboard - View the past recording here
Everything Forms: 14 March 2024, 10am AEDT - Katie, from the Australian Team, takes you through the additional module Forms - View the past recording here
The core plan does not include Forms, if you are interested in adding Forms to your plan please reach out to Customer Success at support@darzin.com
Audit Function: 5 March 2024, 2pm CET - Krystle, from the European Team, showcased the Audit function
How to create and use Reports: 13 December 2023, 3pm AEDT - Krystle, from the European Team, showcased the new Reporting function