Navigate the CLC Toolbox

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      The CLC Toolbox is a resource of 100+ guides detailing solutions for using EveryAction and VAN. It includes CLC's best practices and strategies for everything from how to send email blasts to the quirks of the Bulk Uploader. This guide will orient you as to how you will interact within the Toolbox and access the courses you need! Our goal in transitioning to this new platform is to make our guides more accessible, user-friendly and sustainable to you, our clients!
      The beginning of this guide presents 2 paths, choose the start that most makes sense to your circumstances, and navigate to the matching header using the left-side table of contents menu. - **Sign in from a Welcome Email:** Start here if your organization is currently working with CLC. You have been added to the Toolbox by CLC staff and have been enrolled to your org's membership and specific course. The step-by-step process will walk you through how to reset your password and view your specific courses. - **Create an Account Online:** Start here if you are new to the Toolbox and do not currently have a contract with CLC. The step-by-step process will walk you through how to create a login account and enroll in general courses.

      Sign In from a Welcome Email

      If your organization has an active contract with CLC, you may be added by the CLC team to the Toolbox in order to access resources included in our contracting. These resources may include a "Forever Access" membership that includes courses specific to you and the organization that you work for. In this case, you will be prompted to sign in to the Toolbox through a welcome email. Please note that the welcome email includes terms of service and privacy for using the Toolbox.
      If someone on the CLC team has added you as a User, you will receive a welcome email. Look for the sender "CLC Toolbox" and the red toolbox emoji 🧰 in your inbox. When you find it, open the email.
      Click EXPLORE YOUR COURSES to navigate to the Toolbox and reset your password.
      Click into the text boxes beneath "Your password" and "Confirm your password" and create a password. Click SIGN IN.
      Welcome to your user dashboard! Your dashboard will provide a view of the courses you are currently enrolled in, this will include any courses in your org's "Forever Access" membership as well as an org-specific course.
      For recognizability, your org-specific course will have a dark green background with an avocado-colored book icon course image as opposed the general course which have a cantaloupe-colored background with a blue icon course image.
      Skip forward to the header [View your Dashboard](https://scribehow.com/shared/Navigate_the_CLC_Toolbox__EcLCr3a9SK2FyKzbLBzV3w#6309917c).

      Create an Account Online

      If you are not part of a current CLC client organization, you are welcome to create an account on CLC Toolbox yourself! Simply navigate to the [CLC Toolbox](https://clctoolbox.thinkific.com/) page and follow the below steps to create an account.
      From the CLC Toolbox homepage, click SIGN IN.
      Scroll to the bottom of the page and click CREATE A NEW ACCOUNT.
      Click into "First Name" and "Last Name" and add your information.
      Add in your email and then create a password.
      Click into the text box below "Organization (required)" and add the name of the organization that you work with. Continue to fill out the required fields.
      We appreciate you taking the time to answer the questions included in the fields required to sign up, as they help us to improve our product and understand our audience.
      Click the box next to I HAVE READ AND AGREE TO THE TERMS OF USE AND CUSTOMER PRIVACY POLICY. Click SIGN UP.
      You can also sign up with your Google account.
      Welcome to your user dashboard! You have the option to browse by clicking on the following categories: - **All Products:** All products that the CLC Toolbox contains, including the other categories courses. - **Click-Through Guides:** Courses that consist exclusively of CLC staff written best practices and strategies for navigating EveryAction. - **Coming Soon:** Click-Through Guide courses that are in development but will soon be available. - **Integrations:** Click-Through Guide courses that involve intregrates with platforms outside of EveryAction. - **Interactive Courses:** Courses that include Click-Through Guides but are built out with tools and gamification to support the self-learner. These course are currently in beta.
      Click on a course that you are interested in, for example ACTBLUE.
      To add this course to your dashboard, click ENROLL FOR FREE. This course has now been added to your dashboard!
      You cannot enroll in single Click-Through Guides. You must enroll in the course, not the lesson. For example, if you want to review the guide "Set Up Bulk Upload Templates for ActBlue" you will enroll in the course ActBlue by clicking ENROLL FOR FREE.
      You are now viewing your course, and can begin learning! Let's say you read through the part of the first Click-Through Guide and decide you want to continue looking through the Toolbox courses, click GO TO DASHBOARD.

      Update your Profile

      To edit or update your profile, click your user name (EXAMPLE U) and then MY ACCOUNT.
      You can edit/update: - **Profile:** Any changes to your "Professional Title," "Site Language," change your email address, upload a photo of yourself, etc. - **Password:** Change your password. - **Certificates:** View any certificates that you have been issues for completion of courses. - **Notifications:** View any replies to discussions you may have posted. - **Billing:** Add a saved credit card, edit subscriptions and payment plans. - **Order History:** View which courses you've ordered, the date the course was ordered, the status of each course and the price you paid for each course.

      View Your Dashboard

      Once you have created your account, you can start building your EveryAction skills!
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      Some aspects of the Toolbox are available in Spanish. Click ES in the bottom right-hand corner of your browser to toggle the language. For more information on changing using the Toolbox in Spanish, see the guide [Toggle between English & Spanish](https://scribehow.com/shared/Toggle_between_English_and_Spanish_in_CLC_Toolbox__WnAnVlZ1QmKswQ19JcpjWA).
      Once you've clicked MY DASHBOARD, your dashboard now shows the course as 50% percent completed. This allows for easy viewing to see which courses you have completed, which courses have been started and which courses remain to be started and completed. You can click: - RESUME COURSE: Takes you to where you left off in the course. - SEE OVERVIEW: Takes you to the course overview page. - or click EXPLORE to see more courses.
      From your dashboard, you can search for a course or a lesson you are enrolled in using keywords by clicking into the "Search" bar. Type the guide name or course name you want to find and hit ENTER on your keyboard. You can sort your courses by clicking the ALL dropdown. Options to sort include: - In progress: courses that you are actively working through - Completed: courses that you completed! - Expired: courses that access to expired on
      Please note that the search bar responds to keywords and will populate the COURSE that a keyword or Click-Through Guide lives in. For example, if you are looking for a specific guide and you search the title "Create and Use a Custom Export Format," the Reporting course will populate. Or, if you search the keywords, "custom export format" the Reporting course will populate.
      Each course has an overview page. From here you can read a synopsis of the course material, view how many Click-Through Guides live within a course and from the titles, what exactly each lesson will cover. To access a single Click-Through-Guide, you must enroll in the course by selecting RESUME or ENROLL (if you haven't previously started a course). Under details, you can also see what tech tools the course includes, for example, this course uses EveryAction and ActBlue.

      See All Available CTGs

      Click EXPLORE to view all available courses.
      You can choose by category, for example, "Click-Through Guides" or simply scroll through "All Products".
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      Click-Through Guide course vs. Interactive courses Click-Through Guide courses are best for someone looking for self-guided learning. Click-Through Guide courses will include: - Linked guides - Pertinent documents Interactive courses are built-out courses to fully guide the learning process. These are best for new learners or someone who wants a very in-depth understand on a topic. Full courses will include: - Linked guides - Quizzes - Surveys - Videos
      Interactive courses are currently in Beta. The CLC team has invited select users to help us test out these courses as we work on the development. If you are a Beta user, thank you for your support and feedback! If you are not a Beta user, thank you for your patience and support as we fully develop the Toolbox!

      Navigate Learning in the Toolbox

      If you have just enrolled, you will be directed to the start of the course. Otherwise, click START COURSE from your dashboard.
      This brings you to the course interface. - At the top left, click GO TO DASHBOARD to return to your dashboard. - The left menu shows a list of the course chapters and lessons. - The section headers allow you go directly to a section of the Click-Through Guide - On the upper right side, you can click DISCUSSION to add a comment or question. - Select COMPLETE & CONTINUE to move to the next lesson
      Each Click-Through Guide has section headers menu. These might not appear in your view if your browser is too small. If the window is compressed, click the double arrow icon in the upper right-hand corner of your screen to expand the Click-Through Guide and view it full-screen. This provides a clearer view of the left-hand side headers which allow you to easily jump to different sections of the guide. Similarly, click the double arrow icon again when you are ready to return to the original view with chapters and lessons.
      Courses have a toolbar to the left that allows you to move throughout the chapters of a course. The amount of chapters and lessons within a course vary. Click the down arrow to expand a chapter and view the available lessons within.
      The course takes you through the lessons in order. Begin with the first lesson, scrolling through the guide, in the right portion of the window. It may help to mimic the clicks in another window or tab of your browser. Once you have reached the end of the lesson, click COMPLETE AND CONTINUE. You will move on to the next lesson.

      Add a Discussion

      All of our courses and lessons within have the capability to engage with the course material through discussions. We are anticipating questions and comments as you navigate your way through our courses and we encourage you to ask as many as you may need, to supplement your learning.
      To add a question or a comment, click DISCUSSIONS.
      Click CREATE NEW POST.
      Click into the text box below "Title" and add a context driven title name. Click into the text box below "Post" and type the body of your question.
      You can insert images (under 10MB), insert links and upload files (under 30MB) to support your discussion.
      Remember: your discussion will be visible to all other Toolbox users in this course and the CLC team. **Do not** add private information in a discussion post.
      Click CREATE.
      CLC Toolbox Admin will be alerted to a discussion being added. We review all questions and comments. If you have a time sensitive question or a specific scenario, please reach out directly to your Project Lead (if you are a CLC client) or consider scheduling an Office Hour ([more information here](https://calendly.com/d/3f5-7cs-jyb)). As the creator of the post, you will also receive an email notification for any activity that the post may have, including any replies.
      When you have scrolled through the entirety of the Click-Through Guide, click COMPLETE AND CONTINUE.
      Once you click COMPLETE & CONTINUE on the last lesson of the course, you will receive a pop up notification letting you know you have completed the course!
      Keep flexing those muscles! You’re building confidence and strength!
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