Finalsite Prep Software Training

Make the most of Composer at Finalsite Prep!

two men working at a laptop in an office

Led by Finalsite’s client education team, this two-day live virtual training event is built to help clients make the most of their software and website.

That's a wrap on Prep 2025!

Stay tuned for information on future opportunities in 2026 and beyond.

In the meantime, be sure to check out the other resources available to you from the Client Education Team!

Finalsite Prep Agenda

Finalsite Prep 101 - September 18-19, 2025 | 12-4 PM EDT
Finalsite Prep 201 - September 25-26, 2025 | 12-4 PM EDT

Finalsite Prep 101 - September 18-19, 2025 | 12-4 PM EDT

Finalsite Prep 101 is targeted to the new administrator, whether you are launching a new site or are just new to Finalsite.

For maximum learning, it is highly recommended you have full admin access to your site. However, if you are early in implementation, and still need to get your site, a sandbox site will be provided to use during training.

Day 1 | 12-4 PM EDT

Composer Basics

Get to Know Composer: a guided tour
Build a Page with Elements
- Add column, accordion, and tab elements to layout pages
Use the Content Element
- Create and edit text, buttons, and text styles

Resources

Get to Know Resources: a guided tour
Using Galleries to create a home page slideshow
Add Resources to Pages
- Use the Resource and Content elements to display images and files

Pages

Manage Pages
- Linked pages, reuse content, hide pages, access control
Layout Pages
- Working with headers, footers, and banners
- Adding page layouts, how to edit, navigation element
Next Level
- Using your Style Guide to elevate your pages

Breakout Sessions and Q&A Time

Day 2 | 12-4 PM EDT

People

Who are your people?
- Understanding roles, constituents, and groups
- Understand how people and groups are populated, integrations, etc.
Making Connections
- How updating profiles affects people
- Staff directory, message groups, access controlled pages

Posts

Get to Know Posts: a guided tour
Creating Posts
- From the admin perspective
Displaying Posts
- From the reader’s perspective

Calendars

Get to Know Calendars: a guided tour
Creating Calendars & Events
- From the admin perspective
Displaying Calendars
- From the reader’s perspective

Breakout Sessions and Q&A Time

Finalsite Prep 201 - September 25-26, 2025 | 12-4 PM EDT

Finalsite Prep 201 is targeted to administrators with a basic working knowledge of the Composer platform. Prep 101 attendance is recommended, but not required.

For maximum learning, it is highly recommended you have full admin access to your site. Each day includes time to “workshop” what you’ve learned in small breakout groups under the guidance of our training specialists.

Prep 201 Agenda

Day 1 | 12-4 PM EDT
Day 2 | 12-4 PM EDT

Day 1 | 12-4 PM EDT

Composer Pages

Work smarter, not harder: Tips to increase efficiency (i.e. using Containers, Shared elements, Accessibility Checker, Bulk page actions)
Basic SEO considerations (i.e. Page Settings > SEO, Landing pages with keywords)
Customize landing pages (i.e. 404, search)

Resources

Work smarter, not harder: Tips to increase efficiency (i.e. Filtering, unused, alt text, Bulk actions)
Keep it accessible (i.e. alt text, settings) Choosing the right photos (i.e. Choosing a good photo, image sizes, instructions branch)
Galleries are for more than the home page (i.e. event galleries, pdf files)

Permissions

Creating and working with admin users and groups
Applying global and limited permissions in Composer and various modules

Workshop It / Breakout Sessions / Q&A

Choose something you’ve learned and get hands-on practice in small breakout groups.
The facilitator will have suggested hands-on activities, or the attendees can work on something they select.

Day 2 | 12-4 PM EDT

Posts

Utilizing Posts features including Categories and Tags, the Default Board Post Page, and Collections
C.O.P.E. with Share to Social Media - going beyond news (i.e. handbooks, employment, course catalogs)

Forms

Get to know Forms: a guided tour
Creating & sharing Forms
Managing submissions
Collecting payments
Registration elements

Workshop It / Breakout Sessions / Q&A

Choose something you’ve learned and get hands-on practice in small breakout groups.
The facilitator will have suggested hands-on activities, or the attendees can work on something they select.

Favorite Things & Resources

Hosts share favorite tips, tricks, and resources

Finalsite Presenters

Dalton Richardson

Cody Whittaker

Marissa Patrick

Prep Details

Who should attend?

101
201

101

201

Finalsite Prep 201 is targeted to administrators with a basic working knowledge of the Composer platform. Prep 101 attendance is recommended, but not required. For maximum learning, it is highly recommended you have full admin access to your site. Each day includes time to “workshop” what you’ve learned in small breakout groups under the guidance of our training specialists.

How much does it cost?

Is the training event recorded?

I was able to put the training to use immediately before even leaving the class. I'm confident that I can use what I learned to make Pingree's site better than ever.

LEAH HANCOCK
PINGREE SCHOOL