Welcome New Users!

These videos have been selected from our complete list of training videos to give you an introduction to using Sumac. We recommend watching them in the order they’re listed below.

And when you’re done with these, we’ve got lots more training videos you can dive into to become a Sumac expert here!

 

New User Training Videos

General Data Entry

# Title Script Video
1 Start/Logon & Sumac Console (1:40) Script Video
2 Contacts Window Overview (6:07) Script Video
4 Explore a Contact Record (7:02) Script Video
3 Add New Contacts (2:39) Script Video
5 Add a Record to a Contact (1:46) Script Video
15 Manage Households (5:06) Script Video
18 Create a Communication Record (4:53) Script Video
20 Create a New Donation Record (4:34) Script Video

Search Your Data

# Title Script Video
53 Searching 1 – Basic Concept of Searching (7:13) Script Video
54 Searching 2 – Searching in list using Operators (2:28) Script Video
55 Searching 3 – Searching in lists: Using multiple criteria (6:24) Script Video
56 Searching 4 – Searching in list: Tips and Troubleshooting (3:02) Script Video
6 Search Builder (5:50) Script Video
7 List Builder (1:37) Script Video

Built in Tools

# Title Script Video
16 Export (1:46) Script Video
17 Print (1:21) Script Video
13 Bulk Edit (1:50) Script Video

Basic Mailing

# Title Script Video
8 Make Template (5:29) Script Video
9 Create Personalized Letters Using Mail Merge (3:15) Script Video
10 Create Labels/Envelopes (3:20) Script Video
40 Create html template (6:37) Script Video
11 Send Bulk Email (4:25) Script Video