For a downloadable checklist of all of Day 6

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Mail Lists

• Difference between Who (mail list) and What (report)
• Database mining to build Mail Lists
• Adding Specific Patrons to a Mail List
• Removing Specific Patrons from a Mail List
• Using the powerful “Having” button
• Combining various Mail Lists into a single Mail Lists

Label Printing and Exporting Data via Mail Lists

• Printing Address Labels and Envelopes
• Exporting Patron Names & Addresses for External Use
• Printing a Form Letter to be sent to Patrons on a Mail List

Word Processing

This section may not need to be covered again if it was covered during the Donation Management training session.

• Review of the word processing module
• Designating the file used for the letter data
• Creating a form letter

Form Letter Merging

• Merging a Form Letter with a Mail List
• Email Blasts - This will cover only high level overview. More detailed information can be provided if there is time available on Day 8 or during a separate training session (i.e. Follow Up Training)

Introduction to Reports

The purpose of this session is not to learn each and every report in Theatre Manager, rather it is used to learn about the Report Criteria Window and how to access the data so you print Theatre Manager's reports.

• Box Office and Donation Reports
• Indepth review of Part of the Criteria Window
• Using Filters to quickly find data base fields
• Saving reports as PDF's for saving on the Server
• Creating Custom Categories
• Saving and using previously saved criteria
• Using the “Test” button
• Running similar reports with the same criteria
• Altering the criteria on the existing data
• Exporting data directly into MS Excel documents
• Producing reports in Theatre Manager that mimic the reports from your prior system (based on the reports that have been supplied to the Trainer)
• Creating criteria for reports that mimic the report criteria from your prior system (based on the reports that have been supplied to the Trainer)

Meeting with Executive Director - Review of Onsite Training

• Status update of where we are in the training process
• Outstanding tasks that need to be completed
• Missed topics that were part of the base curriculum and reasons why they were missed
• Possible options (cancel future topics, shortened time allocation to future topics, postpone a future topic for another onsite training session in the future) to catch up on any missed topics