Basic Training: Constituents 101 (Parts 1 & 2)

Part 1: The Constituent Record

This video is the first of our 6-part Basic Training webinar series. In this video, we cover the constituent record in LGL. We review the types of records, how to create them, the use of relationships and managing duplicate records.

Presented by Robyn Gallagher and assisted by Emily Fitzsimmons on May 6, 2025.

Presentation slides (Constituents 101)

Printable slides (Constituents 101)

Training Outline (Constituents 101)

Part 2: Managing and using Constituent data

This video is the second session of our 6-part Basic Training webinar series. In this video, we cover managing and using constituent records in LGL. We review how to manage and create constituent categories, how to perform constituent searches, as well as using List Manager to create lists of constituents.

Presented by Robyn Gallagher and assisted by Emily Fitzsimmons on May 8, 2025.

Presentation slides (Constituents 101)

Printable slides (Constituents 101)

Training Outline (Constituents 101)