Neon One Academy

Explore learning Neon One solutions your way, with online courses, tutorials, simulations and real-time application.

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New Product Release Webinars and Recordings

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Neon CRM Guided Path Solutions (GPS)

Your GPS eliminates the guesswork when determining where to begin your tasks. Tour your customized path below.

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New Course Spotlight!

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Neon CRM Bootcamp Live

Did you just complete implementation, or are you new to your CRM management role? The live bootcamp is a great way to continue your learning!

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New Neon CRM_V1
Get Started!
Neon Fundraise
Get Started!
Neon Giving Days
Get Started
Neon CCM
Coming Soon
Arts People
Coming Soon
Neon Websites
Coming Soon
Neon Pay
Coming Soon
Neon One Staff
The Catalyst Initiative
Catalyst for Sustainable Impact
Donation Settings (Neon Fundraise)
This course illustrates how to use donation settings in Fundraise.
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Read It: Editing a One-Click Workflow
Read It: Creating a New Account
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Account Management Read It Beginner Set Up CRM CRM Client Orientation Creating a new Account
Watch It: Using the Campaign Goal Meter
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Read It: Editing the Status of Multiple Activities
Ticket Builder (Neon Fundraise)
In this course, you will learn how to set up and use Ticket Builder for your events or fundraising campaigns.
Bulk Registering & Editing Users (Neon Fundraise)
In this course, you will learn how to bulk register new users and edit existing users.
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Watch It: Updating Membership Forms to Include Custom Fields
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Neon Web Studio: Product Offerings
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Read It: Editing Assignee of Multiple Grants
Practice It: Create Sub-Member Terms and Pricing
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Practice It Beginner Set Up CRM CRM Client Orientation Sub-member terms Sub-member pricing
Donor Matching in Neon Fundraise
Nov 15, 2022 2:30p.m. US/Eastern
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Neon CRM Fundamentals (STLP)
CRM Orientation Course 3
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Welcome to Neon CRM (STLP)
Begin Here!
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Sales- Getting to Know Fundraising Orgs
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Sales- Scripted Demo: Who is Neon?
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Sales-Scripted Demo: Modules, Login Portal, and Pricing
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Sales- Features>Function>Benefit
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Creating Events
In this course you will learn how to create several types of events using the Events module in Neon CRM. This course will take approximately 40 minutes to complete.
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System Communications
In this course you will learn the differences between system emails and letters and how they can be used to automate communication
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System Emails System Letters Communication Course Fundraising CRM Event Management
Leveraging Preconfigured Reports
In this course you will learn how to access and utilize preconfigured reports within Neon CRM
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Neon CRM Fundamentals
CRM Orientation Course 3
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Individual Communications
In this course, you will learn about communications features available in the CRM for sending emails and letters to one constituent at a time. This course will take approximately 30 minutes to complete.
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Newsletters Communication Course External Email Emails Personalized Communication CRM
Create It: Update Your Membership Form With a New Membership Custom Field
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Create It: Preparing Your Account Data for Import
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Data Conversion Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation
Practice It: Updating Membership Forms to Include Custom Fields
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Read It: CRM Overview
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Orientation Navigating CRM Read It Beginner Set Up CRM CRM Client Orientation
Your Campaign Path
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4 Courses
Campaign 2
Your Campaign Path
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6 Courses
Campaign 1
Test for Task-Based Learning Paths
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3 Courses
Reporting for Accounting
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Course Finance Executive Reports Daily Reports Finance Reports Incomplete Transactions Open Pledges CRM
Neon CRM Fundamentals _ V1 (INACTIVE)
CRM Orientation Course 3
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Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms
Practice It: Adding Member-Only Content Pages
Read It: Topics and Categories
Moves Management Online
Module 7
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0 Courses
Arts People: Pricing Basics
In this course, you will learn the basic principles of setting up pricing in Arts People. This includes creating Person Types, Packages, discounts, coupon codes, and fees.
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Neon Pay Payment Processing
This course provides a brief overview of how payment processing works within the Neon Pay platform.
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Watch It: Adding Sessions
Watch It: Adding Merchandise
Practice It: Adding Merchandise
Create It: Adding Merchandise
Arts People: Public Design
In this course you will learn how to customize your public design.
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Neon Websites: Redesign Process
This course provides an overview of the steps in the redesign process for your website.
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Registration (Neon Fundraise)
This course is an overview of the registration process for Fundraise.
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Introduction to Workflows _V1 (INACTIVE)
This course examines the basics of workflows, including One-Click Workflows, in Neon CRM. This course will take approximately 30 minutes to complete.
Technology Readiness
This course helps nonprofits examine their readiness for technology and learn some best practices for preparing their team to implement a Constituent Relationship Management (CRM) system.
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Watch It: Using the Campaigns List Page
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Read It: Performing an Account Batch Update
Watch It: Creating a Campaign Landing Page
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What Neon Web Studio Won't Do
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Course Web Studio
Effective Staff Supervision – The Big Picture: Legal and Organizational Context
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Read It: Adding Sessions
Practice It: Create Custom Fields
Create It: Create Custom Fields
Practice It: Registration Discounts
Watch It: Configure Display Settings
Watch It: Creating a Conditional Email - In-Kind Gifts
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Orientation System Emails Watch It Communication Beginner Emails Conditional Actions CRM CRM Client Orientation
Read It: Editing Membership Settings
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Watch It: Turning On and Off CLP Portal Sidebar Menu Options
Watch It: Adding New CLP Portal Sidebar Menu Options
Read It: Unlocking and Editing a Transaction Record
DAFpay by Chariot and Neon Pay
In this course you will learn how to enroll in Chariot for Neon Pay. This course will take approximately 15 minutes to complete.
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Watch It: Creating a Campaign Donation Form
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Watch It: Add a Member Directory
Practice It: Adding a Member Directory
Watch It: Add Member-Only Content Pages
Create It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
Neon CRM Basics for Trial Users
Discover the Basics of Using Neon CRM!
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5 Courses
Email Marketing Campaign Tips
This course examines email marketing strategies that will improve donor participation.
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Google Analytics
This course examines Google Analytics and how it can contribute to your nonprofit success.
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Arts People: Season Setup
In this course you will learn how to use the season setup features in Arts People.
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Watch It: Viewing Payouts in Neon CRM
Create It: Viewing Payouts in Neon CRM
Watch It: Viewing Payouts in Neon Pay
Practice It: Viewing Payouts in Neon Pay
Read It: Viewing Payouts in Neon CRM
Uploading Bulk Donations (Neon Fundraise)
In this course, you’ll learn how to download the Bulk Donation form to manually record donations when you are unable to access Neon Fundraise.
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Reporting for Hosts
This course provides a brief overview of the reporting tool within your Giving Days platform.
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Neon Websites: Membership Features
This course introduces users to the basic membership features offered in Neon Websites, including creating a membership access page.
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Watch It: Create Custom Fields
Watch It: Registration Discounts
Watch It: Topics and Categories
Arts People: Database
In this course, you will learn about the Database features in Arts People.
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Fundamentals of Opportunities for Sales Representatives
Learn what is required for an opportunity to be successfully submitted to and approved by Billing.
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Watch It: Connecting Neon CRM with QuickBooks
Create It: Connecting Neon CRM to QuickBooks
Watch It: Mapping CRM Transactions to QuickBooks
Watch It: Importing Your Donation Data (With and Without Account IDs)
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Data Conversion Watch It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation
Create It: Mapping CRM Transactions to QuickBooks
Practice It: Creating a Test Transaction
Read It: Editing the Custom Status of Multiple Prospects
Read It: Viewing Payouts in Neon Pay
Practice It: Syncing Test Transactions to QuickBooks
Watch It: Unlocking and Editing a Transaction Record
Practice It: Unlocking and Editing a Transaction Record
Read It: Adding Merchandise
Read It: Registration Discounts
Create It: Registration Discounts
Create It: Adding Sessions
Read It: Enabling the Email Link Authentication
Read It: Enabling the Login Prompt Feature
Legacy Event Global Settings
In this course you will learn how to use Legacy Event Global Settings
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Read It: Viewing and Reconciling Accounts in the Partial Match Queue
Read It: Copying an Existing Event
Importing Your Event Registration Data (STAFF)
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Read It: Mapping CRM Transactions to QuickBooks
Site Builder (Neon Fundraise)
In this course, you will learn how to use Site Builder and the Site Builder Bar to create and edit your campaign site.
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Introduction to Neon CRM
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Reporting for Fundraisers
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Transactions Course Fundraising Executive Reports Fundraising Reports Stats Report Open Pledges CRM
Watch It: Activating a One-Click Workflow
Create It: Activating a One-Click Workflow
Create It: Editing a One-Click Workflow
Create It: Cloning a One-Click Workflow
Watch It: Testing a One-Click Workflow
Create It: Testing a One-Click Workflow
Watch It: Editing and Cloning a One-Click Workflow
TEST GROUP TRAININGS
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Read It: Connecting Neon CRM with QuickBooks
Neon Web Studio Exercises
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Course Web Studio
Introduction to Workflows
This course examines the basics of workflows, including One-Click Workflows, in Neon CRM. This course will take approximately 30 minutes to complete.
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Read It: Create Custom Fields
Navigating Accounts & Reports (Staff)
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Sales- Getting to Know Membership Orgs
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Migrating Your Data (Staff)
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Neon Pay ( Staff)
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Setting Up KPIs for CRM Reporting
In this course, you will learn how to set up the views for your KPIs for reporting in your Neon One CRM.
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Watch It: Editing the Status of Multiple Activities
Watch It: Editing the Custom Status of Multiple Prospects
Watch It: Editing Assignee of Multiple Grants
SAMPLE
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Watch It: Renewing a Membership without Sub-Members
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Watch It: Renewing a Membership with Sub-Members
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Create It: Adding a Membership as a System User
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Create It: Adding a Sub-Membership as a System User
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Create It: Renewing a Membership without Sub-Members as a System User
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Create It: Renewing a Membership with Sub-Members as a System user
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Create It: Preparing your Event Registration Data for Import
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Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation
Create It: Integrating Eventbrite
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Create It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation
Fundraiser Dashboard Settings for Fundraisers (Neon Fundraise)
This is a resource for fundraisers to manage fundraiser pages.
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Create It: Customizing Your Organization Profile
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Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation
Neon Web Studio: Anatomy of a Site
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Course Accessibility Site Layout WordPress Web Studio
Neon Web Studio: Integration with NeonCRM
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Course SSL Certificates Events Plugin Dynamic Template Web Studio
Create It: Creating an Email Campaign - Year-End Appeal
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Create It Beginner Set Up Email Campaigns CRM CRM Client Orientation System Communication Year-End Appeal
Peer-to-Peer Fundraising
In this course you will learn how to create a peer-to-peer campaign in Neon CRM
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Watch It: Creating a Letter Template
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System Letters Watch It Communication Beginner Set Up Letters CRM CRM Client Orientation
Entering & Verifying Offline Donations for Fundraisers (Neon Fundraise)
Learn how to enter and verify offline donations when receiving a donation as cash or check.
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Managing Data in Neon CRM
This course provides an overview of how constituent data enters Neon CRM, managing duplicate accounts in Neon CRM, and how bulk data updates and account batch updates are processed in Neon CRM.
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Watch It: Adding a New Ticket Type to an Existing Assigned Seating Event
Watch It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
Create It: Adding a New Ticket Type to an Existing Assigned Seating Event
Arts People: Donations and Memberships
In this course you will learn how setup different donation and membership types in Arts People.
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Create It: Viewing and Reconciling Accounts in the Partial Match Queue
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Create It: Enabling the Account Match Feature
Watch It: Viewing and Reconciling Accounts in the Partial Match Queue
Watch It: Creating Custom Fields for Campaign Donation Forms
Create It: Creating Custom Fields for Campaign Donation Forms
Create It: Creating a Campaign Landing Page
Create It: Using the Campaign Goal Meter
Create It: Using the Campaigns List Page
Watch It: Performing an Account Batch Update
Watch It: Enabling the Login Prompt Feature
Create It: Enabling the Login Prompt Feature
Automated Emails (Neon Fundraise)
In this course, you will learn to edit Prebuilt Automated Emails, add placeholders in email templates, and create Custom Automated Emails.
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Back-End Administration for Hosts
This course prepares new staff members and clients to use basic back-end functions of the Giving Days platform.
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Read It: Turning On and Off CLP Sidebar Menu Options
Generosity Experience Design Orientation
This course outlines the foundations of Generosity Experience Design, a strategic planning framework that empowers users to utilize technology to connect their nonprofit with people who will invest in their organization’s long-term vision.
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Watch It: Conducting a Duplicate Scan
Watch It: Using Dynamic Dates in Criteria
Practice It: Create a Report with Dynamic Dates
Read It: Conducting a Duplicate Scan
Neon CCM Case Management Advanced
This course demonstrates common admin functions and advanced features available in Neon CCM. Examples for customizing the CCM will also be discussed.
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Enable the Add-On Donation Feature (3:22 min)
Learn how to enable the Add-On Donation feature.
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Watch It: Completing the Event Check-In Process - Manual Check-In
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PRACTICE Neon Pay Live Training Events
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Neon Pay
Read It: Adding New CLP Sidebar Menu Options
Read It: Rename an Option in the CLP Sidebar Menu
Read It: Adding a Discount Code
Neon CRM Quick Start (STAFF)
CRM Orientation Course 2
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Reporting (Neon Fundraise)
This course is an overview of the reporting process for Fundraise.
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Watch It: Creating a Venue Seat Map
Read It: Executing a Bulk Update
Watch It: Adding Venue Objects
Create It: Adding Venue Objects
Create It: Adding Seat Map Tiers
Read It: Creating a Venue Seat Map
Create It: Conducting a Duplicate Scan
Fundraiser Dashboard Settings for Administrators (Neon Fundraise)
This course is a guide for campaign administrators to manage campaign settings effecting fundraiser pages.
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PNC Complaint Process (Sales)
This course covers the PNC Referral and Complaint Process for Neon One sales staff
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Watch It: Enabling the Account Match Feature
Reporting
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Course Data Dashboards Saved Reports One-Click Reports CRM
Neon CRM Quick Start (STLP)
CRM Orientation Course 2
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Site Headers
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Read It: Add Member-Only Content Pages
Read It: Customizing your Organization Profile
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Orientation Customize Organization Profile Read It Beginner Set Up CRM CRM Client Orientation
Neon CRM Orientation for Custom Data Import Clients
Neon CRM Orientation for custom data import clients
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3 Courses
Orientation Adding System Users Welcome Navigating CRM Adding a logo Getting Support Quick Start Login to CRM Implementation Watch It Create It Practice It Course Read It Beginner Set Up System User CRM Client Orientation CRM Overview Orientation Guide Implementation Worksheet CRM Transactions Adding Users
Welcome to Neon CCM Case Management
In this course you will learn the fundamentals of the Neon One case management system
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Watch It: Enabling the Email Link Authentication Feature
Practice It: Enabling the Account Match Feature
Test CRM Course for Task-Based Learning Path
This is a test.
Watch It: Executing a Bulk Update
How Websites Connect with CRM Forms and Events
This course reviews how CRM widgets integrate with Neon Websites pages.
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Sales-Outbound Prospecting Training (Staff)
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Registration Basics for Nonprofits
This course prepares Nonprofits to register as a new and returning organization in the Giving Days website.
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Practice It: Adding Sessions
Payment Processing
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Course Finance Fundraising Payment Gateways CRM Event Management
Practice It: Importing Your Membership Data
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Practice It Data Membership Beginner Set Up CRM CRM Client Orientation
Introduction to Neon Web Studio
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Course Web Studio
Practice It: Adding a User to Neon CRM
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Orientation Practice It Beginner Set Up CRM CRM Client Orientation Adding Users
Create It: Executing a Bulk Update
Practice It: Create a Portal Login Message
Arts People: Box Office Basics
In this course you will learn how to use basic features of Arts People Box Office.
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Reports Database Accounting Marketing Box Office Setup
Create It: Adding your Logo, Favicon, and Header Image
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Orientation Adding a logo Create It Beginner Set Up CRM CRM Client Orientation
Watch It: Creating an Email Version
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Orientation System Emails Watch It Communication Beginner Emails CRM CRM Client Orientation
Create It: Creating an Email Version
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Orientation System Emails Create It Communication Beginner Emails CRM CRM Client Orientation
Read It: Creating a Prospect and Adding an Activity
Create It: Topics and Categories
Create It: Creating a Conditional Email for In-Kind Gifts
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Orientation System Emails Create It Communication Beginner Emails Conditional Actions CRM CRM Client Orientation Conditional Emails
Read It: Donor Settings for Increasing Donor Conversions
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Intermediate Beginner Advanced Maintenance Set Up Optional Your Campaign Website Administrators Payment Processing and Donations Integrations Members, Registration, and Login Admin Email Communications Getting Started Reports and Analytics
PRACTICE Fundraise Live Training Events
Fundraise
Create it: Creating Sequential Emails
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System Emails Create It Communication Beginner Set Up Emails CRM CRM Client Orientation
Watch It: Add a Portal Login Message
Practice It: Modify the CLP Sidebar Menu
Arts People: Enrollments
In this course, you will learn how to use the enrollment feature in Arts People.
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Create It: Creating a System Email Version – Event Reminder
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System Emails Create It Beginner CRM CRM Client Orientation Event Reminder System Communication
Practice It: Create a Membership Level, Terms and Pricing
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Practice It Beginner Set Up Membership Levels Memberships CRM CRM Client Orientation Membership Terms
Create It: Navigate Neon CRM
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Orientation Navigating CRM Create It Beginner CRM CRM Client Orientation
Watch It: Creating a Prospect and Adding an Activity
Create It: Enabling the Email Link Authentication Feature
Create It: Syncing a Test Transaction to QuickBooks
Peer-to-Peer Fundraising Pages for Donors and Fundraisers
This course prepares donors and Fundraisers to understand Peer-to-Peer (P2P) fundraising and how to create and manage P2P Fundraisers for their favorite nonprofits.
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Practice It: Printing a System Letter
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System Letters Communication Practice It Beginner Letters CRM CRM Client Orientation
Read It: Configure Display Settings
Practice It: Creating a CRM Donation Form
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Practice It Beginner Donations Donation Form CRM CRM Client Orientation
Watch It: Rename an Option in the CLP Portal Sidebar Menu
Create It: Performing an Account Batch Update
Create It: Importing Your Account Data
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Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation
Read It: Add a Member Directory
Sales- The Personal Demo
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PRACTICE Arts People Live Training Events
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Arts People
Practice It: Importing Your Account Data
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Practice It Data Beginner Set Up Import Manager CRM CRM Client Orientation
Fundraising Pages for Nonprofits
This course prepares nonprofits to create and manage peer-to-peer fundraisers for nonprofits.
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Create It: Creating a Venue Seat Map
Advanced Workflows_V1 (Inactive)
This course examines how to build custom workflows in Neon CRM. This course will take approximately 40 minutes to complete.
Create It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
Watch It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
Create It: Completing the Event Check-In Process - QR Code Scan Check-In
Read It: Completing the Event Check-In Process - Manual Check-In
Read It: Completing the Event Check-In Process - QR Code Scan Check-In
PRACTICE Giving Days Live Training Events
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Giving Days
Watch It: Using Search Groups in a Report
Equity and Nonprofit Organization Success TEST
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Optimized Registration Webinar
Recorded Optimized Registration Webinar
Donor Matching Webinar
Recorded Donor Matching Webinar
Watch It: Creating System Email and Letter Settings
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System Emails Watch It Communication Beginner Letters Emails CRM
CRM Boot Camp Live
Join the CRM Boot Camp Live if you've completed Implementation, new to your CRM administration role or to your organization.
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CRM Boot Camp
Registration Basics for Hosts
This course prepares Hosts to manage registration submissions in the Giving Days platform.
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Inherited Settings (Neon Fundraise)
This course demonstrates how to organize Neon Fundraise campaigns into groups, as well as how to configure, override, and clear inherited settings.
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Neon Websites: Launch and Go Live
This course provides a brief overview of how to publish your website and make it live.
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Practice It: Importing Your Event Registration Data
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Practice It Beginner Set Up Event Registrations CRM CRM Client Orientation
Watch It: Creating a Conditional Email - Legacy Event Reminder
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Watch It Beginner Set Up CRM CRM Client Orientation Conditional Emails Event Reminder System Communication
Unveiling Your Unique Impact: The Generosity Positioning Canvas
This second course in the Building Awareness module provides nonprofits with the knowledge and skills to create a brand positioning canvas that resonates with their audience and communicates their unique role in creating positive change.
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Practice It: Creating an Email Version
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Orientation System Emails Communication Practice It Beginner Emails CRM CRM Client Orientation
Moves Management
In this course you will learn about moves management features that track and record your activities, grants, and prospects
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Watch It: Creating a CRM Donation Form
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Watch It Beginner Donations Donation Form CRM CRM Client Orientation
Forms (Staff)
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Practice It: Adding Ticket Prices for a Tiered Venue
Getting Started with QuickBooks and the CRM
In this course you will learn how transactions that occur in Neon CRM can be tracked in QuickBooks.
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Create It: Creating a Venue Event with Assigned Seating
Watch It: Creating a Venue Event with General Admission Seating
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Create It: Creating a Venue Event with General Admission Seating
Payouts & Debits in Neon Pay
In this course you will learn how to view payouts and debits in Neon Pay. This course will take approximately 20 minutes to complete.
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Watch It: Creating an Online Event
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Create It: Creating an Online Event
Watch It: Creating a Venue Event with Assigned Seating
Neon CRM Communications Online
Module 3
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2 Courses
Neon CRM Reports Online
Module 4
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3 Courses
Neon CRM Account Basics Online
Module 1
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3 Courses
Neon Websites: Content Writing Tips
This course provides content writing tips for your website.
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Read It: Activating a One-Click Workflow
Read It: Cloning a One-Click Workflow
Read It: Testing a One-Click Workflow
Watch It: Savings Report Configurations
Watch It: Sharing a Report
Endurance Challenges (Neon Fundraise)
In this course you will learn how to plan and run a successful Endurance Challenge with Neon Fundraise.
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Neon CRM Fundraising Online
Module 5
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2 Courses
Read It: Creating a General Admission Seating Event
Read It: Creating an Assigned Seating Event
Read It: Creating an Online Event
Neon CRM Events Online
Module 6
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7 Courses
CRM Data and Data Management
In this course, you will learn how the CRM stores data, what data you should collect, and how to conduct a data assessment. You will also learn how to create a Data Maintenance Plan that leverages the tools within your CRM.
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Neon CRM Memberships Online
Module 2
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2 Courses
Tributes, Notifications, & eCards (Neon Fundraise)
In this course you will learn how to add a Tribute section, and how to customize Notifications and Cards.
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Watch It: CRM Overview
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Orientation Navigating CRM Watch It Beginner CRM CRM Client Orientation CRM Overview
Watch It: Customizing your Organization Profile
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Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation
Event Sales & Check-in
In this course, you will learn how to complete a ticket sales transaction for an event on behalf of a constituent. You will also learn how to complete the event check-in process as constituents arrive at an event.
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Refunds, Releases, and Exchanges
In this course, you will learn how to process ticket refunds, releases, and exchanges in the Events module, including converting a ticket refund into a donation. This course will take approximately 20 minutes to complete.
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Volunteer Management
Learn the Basics of Volunteer Management in Neon CRM!
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3 Courses
Fundraising and Campaigns
Learn the Basics of Creating Fundraising Campaigns in Neon CRM!
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6 Courses
Read It: Accessing Live CRM Training
Neon CRM Integration (Neon Fundraise)
In this course, you will learn how to link campaign data between Neon CRM and Neon Fundraise, access Neon CRM sync logs, and resync a CRM log.
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PRACTICE Websites Live Training Events
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Websites
Read It: Adding a User to Neon CRM
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Orientation Read It Beginner Set Up CRM CRM Client Orientation Adding Users
PRACTICE CRM Live Training Legacy Events
CRM
Leveraging Preconfigured Reports (STAFF)
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Watch It: Managing a Priority Listing Waitlist (2:36)
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Watch It: Importing Your Membership Data (With and Without Account IDs)
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Watch It Data Membership Beginner CRM CRM Client Orientation
Watch It: Completing the Event Check-In Process - QR Code Scan Check-In
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Watch It Intermediate Events Optional CRM Event Check-In QR Code
Watch It: Enabling the Notify Me Waitlist (1:40)
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Watch It: Adding a Constituent to a Notify Me Waitlist as a System Admin (1:45)
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Watch It: Enabling the Priority Listing Waitlist (2:06)
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Watch It: Adding a Constituent to a Priority Listing Waitlist as a System Admin (2:03)
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Watch It: How Do Constituents Add Themselves to a Waitlist? (2:10)
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Watch It: Managing a Notify Me Waitlist (1:47)
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Create It: Adding a Constituent to a Notify Me Waitlist as a System Admin
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Watch It: Selling a Ticket to a Constituent on a Priority Listing Waitlist (1:35)
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Create It: Enabling the Notify Me Waitlist
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Read It: Events Waitlist - Priority Listing
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Create It: Enabling the Priority Listing Waitlist
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Create It: Adding a Constituent to a Priority Listing Waitlist as a System Admin
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Create It: Selling a Ticket to a Constituent on a Priority Listing Waitlist
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Read It: Events Waitlist - Notify Me
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Memberships
Learn the Basics of Creating Memberships Settings and Membership Forms in Neon CRM!
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4 Courses
Legacy Events
Learn the Basics of Creating Legacy Events in Neon CRM!
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5 Courses
Importing Data
Learn How to Import Various Types of Data into Neon CRM!
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5 Courses
Arts People: Privileged Section
In this course you will learn how to modify organization information, users in the system, and other general settings within Arts People. This course will take approximately 30 minutes to complete.
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New Events
Learn the Basics of Creating Events in Neon CRM!
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4 Courses
Read It: Linking an Existing Donation Form to an Existing Campaign
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Read It: Creating and Adding a Custom Form Field to an Existing Donation Form
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Read It: Setting Membership Levels & Terms
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Watch It: Manually Adding a Membership
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Watch It: Manually Adding a Sub-Membership
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Read It: Adding a Company Membership
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Read It: Adding a Sub-Membership to a Company Membership
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Read It: Adding a Sub-Membership to an Individual Membership
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Purchase Tickets for a General Admission or Online Event on Behalf of a Constituent (4:09 min)
Learn how to purchase tickets for a general admission or online event on behalf of a constituent.
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Assign a Ticket to an Individual Attendee (3:19 min)
Learn how to assign tickets to an individual attendee.
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Check In an Attendee for an Event - Manual Check-In (2:19 min)
Learn how to manually check in attendees for an event.
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Managing Registrants in the Admin Portal (Neon Fundraise)
In this course, you’ll learn how to enter and edit registrant information in the admin portal. You will also learn how to refund registration fees, merge user pages, and create fundraising teams.
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Read It: Adding an Individual Membership
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Read It: Renewing a Membership without Sub-Members
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Read It: Renewing a Membership with Sub-Members
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Donor Acquisition
This course helps you learn strategies and techniques for acquiring donors.
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Advanced Fundraising
In this course you will learn about advanced fundraising features including Pledges, Soft Credits, and Split donations.
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Read It: Creating a Campaign
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Read It: Creating a Donation Form Custom Field
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Read It: Creating a Campaign Donation Form
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Read It: Creating a Campaign Landing Page
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Read It: Using the Campaign Goal Meter
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Read It: Using the Campaigns List Page
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Campaign Types & Creating Campaigns (Neon Fundraise)
In this course, you will learn about the various campaign types available in Neon Fundraise and how to create and manage them. This course will take approximately 30 minutes to complete.
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Newsletters
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Course Email Marketing Subscriptions CRM
Neon CRM Account and Donation Form Builder
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Course Page Editor Form Editor Theme Editor Exit Page General Settings CRM
Common Reporting Scenarios
In this course you will learn how to access and create common reports
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Introduction to CRM Reporting_ V1 (INACTIVE)
In this course you will learn how to get started with reporting in Neon CRM
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Event Pricing & Discounts
Learn how to add additional ticket types and pricing to existing online, general admission, and assigned seating events. You will also learn how to add discount codes.
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Adding and Renewing Memberships
Learn how to add and renew memberships and sub-memberships as a system user/admin.
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Advanced Workflows
This course examines how to build custom workflows in Neon CRM. This course will take approximately 40 minutes to complete.
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Relaunching and Replicating Campaigns (Neon Fundraise)
In this course, you will learn how to relaunch or replicate campaigns.
Welcome to Neon CRM for Premium Data Import Clients
Begin Here! In this course, you will create your implementation plan by evaluating your organization’s needs as they relate to the new CRM.
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How Data Enters Neon
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Course Data Online Donation Form Professional Data Import Data Integrations Constituent Data Data Services CRM
Create It: Completing the Event Check-In Process - Manual Check-In
Watch It: Creating a Campaign
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Read It: Completing the Event Check-In Process
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Neon CRM Membership Forms
In this course you will learn the steps for setting up and creating membership forms in Neon CRM. This course will take approximately 25 minutes to complete.
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Preparing to Add and Renew Memberships
In this course, you will learn how to prepare to add and renew memberships. This course will take approximately 20 minutes.
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The Catalyst Initiative Live Events
This course will provide all the meeting links for any Catalyst Initiative live events.
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Check In an Attendee for an Event - Ticket Scanner Check-In (4:06 min)
Learn how to check in event attendees using a QR code ticket scanner.
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Neon Pay Disputes
This course provides an overview of how to respond to disputes as well as how to initiate refunds in Neon Pay.
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Introduction to Neon Pay
This course provides a brief overview of the Neon Pay platform. This course includes how to set up your account and account settings. This course will take approximately 35 minutes to complete.
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Neon Pay Reporting
This course provides a brief overview of Monthly Statement Reports and how to create Charge Reports in the Neon Pay platform.
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Practice It: Creating a Letter Version
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System Letters Communication Practice It Beginner Set Up Letters CRM CRM Client Orientation
Watch It: Adding a Logo, Favicon, and Header Image
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Orientation Adding a logo Watch It Beginner Set Up CRM CRM Client Orientation
Create It: Pre-Configuring Field Values in Neon CRM
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Create It Beginner Set Up CRM CRM Client Orientation
Recommitment (Neon Fundraise)
In this course, you will learn how to enable the Recommitment feature, request Recommitment, and charge Recommitment in Neon Fundraise. This course will take approximately 25 minutes to complete.
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Managing Email Campaign Communications
In this course you will learn how to to create an email campaign, including creating an email audience, creating an email campaign email, and viewing email campaign statistics.
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Practice It: Importing Your Donation Data
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Data Conversion Practice It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation
Create It: Preparing Your Membership Data for Import
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Create It Data Membership Beginner Set Up CRM CRM Client Orientation
Create It: Importing Your Membership Data
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Create It Data Membership Beginner Set Up CRM CRM Client Orientation
Watch It: Preparing Your Donation Data for Import
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Data Conversion Watch It Data Beginner Set Up Donations CRM CRM Client Orientation
Practice It: Creating a Conditional Letter
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System Letters Communication Practice It Beginner Set Up Letters Conditional Actions CRM CRM Client Orientation
Practice It: Creating a Letter Campaign – Year-End Tax Letter
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Practice It Beginner Set Up CRM CRM Client Orientation Letter Campaign System Communication Year-End Tax Letter
Watch It: Pre-Configuring Field Values in Neon CRM
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Watch It Beginner Set Up CRM CRM Client Orientation
Watch It: Creating Membership Due and Overdue Emails
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System Emails Watch It Communication Membership Beginner Set Up Emails CRM CRM Client Orientation
Watch It: Importing Your Event Registration Data (With and Without Account IDs)
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Watch It Beginner Set Up Event Registrations CRM CRM Client Orientation
Watch It: Adding a User to Neon CRM
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Orientation Watch It Beginner Set Up CRM CRM Client Orientation Adding Users
Practice It: Creating an Email Audience - Year-End Appeal
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Practice It Beginner Set Up Email Audiences CRM CRM Client Orientation System Communication Year-End Appeal
Create It: Importing Your Donation Data
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Data Conversion Create It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation
Watch It: Creating a System Email – Event Registration
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System Emails Watch It Beginner Set Up Event Registrations CRM CRM Client Orientation System Communication
Watch It: Start Building a New Membership
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Watch It Membership Beginner Set Up Memberships CRM Neon Membership CRM Client Orientation
Practice It: Creating a Conditional Email - Legacy Event Reminder
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Practice It Beginner Set Up CRM CRM Client Orientation Conditional Emails Event Reminder System Communication
Read It: Adding a Logo, Favicon, and Header Image
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Orientation Adding a logo Read It Beginner Set Up CRM CRM Client Orientation
Create It: Preparing Your Donation Data for Import
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Data Conversion Create It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation
Create It: Set up Neon Pay
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Neon Pay Orientation Create It Beginner Set Up
Practice It: Adding a Logo, Favicon, and Header Image
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Orientation Adding a logo Practice It Beginner Set Up CRM CRM Client Orientation
Practice It: Creating a System Email – Event Registration
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System Emails Practice It Beginner Set Up Event Registrations CRM CRM Client Orientation System Communication
Watch It: Integrating Eventbrite into Neon CRM
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Watch It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation
Create It: Create a New Membership Level
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Create It Beginner Set Up Membership Levels Memberships CRM CRM Client Orientation
Watch It: Creating an Email Audience – Year-End Appeal
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Watch It Beginner Set Up Email Audiences CRM CRM Client Orientation System Communication Year-End Appeal
Watch It: Importing Your Account Data (With and Without Account IDs)
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Watch It Data Beginner Set Up Import Manager CRM CRM Client Orientation
Create It: Importing Your Event Registration Data
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Create It Beginner Set Up Event Registrations CRM CRM Client Orientation
Create It: Creating a Letter Campaign – Year-End Tax Letter
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Create It Beginner Set Up CRM CRM Client Orientation Letter Campaign System Communication Year-End Tax Letter
Neon CRM Orientation for Assisted Self-Import Data Clients
Neon CRM Orientation for Assisted Self-Import data clients
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3 Courses
Orientation Adding System Users Welcome Navigating CRM Adding a logo Getting Support Quick Start Login to CRM Implementation Acknowledgements Watch It Create It Practice It Course Read It Beginner Set Up System User CRM CRM Client Orientation CRM Overview Orientation Guide Implementation Worksheet CRM Transactions Adding Users
Create It: Adding a User to Neon CRM
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Orientation Create It Beginner Set Up CRM CRM Client Orientation Adding Users
Neon CRM Orientation for Configuration Only Data Clients
Neon CRM Orientation for data configuration only clients
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3 Courses
Orientation Adding System Users Welcome Navigating CRM Adding a logo Getting Support Quick Start Login to CRM Implementation Acknowledgements Watch It Create It Practice It Course Data Read It Beginner Set Up System User CRM CRM Client Orientation CRM Overview Orientation Guide Implementation Worksheet CRM Transactions Adding Users
Orientation to Transactions
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Course Data Finance Store Purchases Event Registrations Memberships Donations CRM Event Management
Events Waitlist
In this course, you will learn how to utilize the waitlist feature in the Next Generation Events module. You will also learn how to sell tickets as they become available for constituents on a Priority Listing waitlist. This full course will take approximately 30 minutes to complete.
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Read It: Adding a New Ticket Type to an Existing Assigned Seating Event
Purchase Tickets for an Assigned Seating Event on Behalf of a Constituent (4:12 min)
Learn how to purchase tickets for an assigned seating event on behalf of a constituent.
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Event Sales & Check-in_V4 (Separated into Fast Tracks)
In this course, you will learn how to complete a ticket sales transaction for an event on behalf of a constituent. You will also learn how to complete the event check-in process as constituents arrive at an event.
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Watch It: Purchasing Tickets for a General Admission Seating Event or an Online Event on Behalf of a Constituent
Create It: Purchasing Tickets for a General Admission Seating Event or Online Event on Behalf of a Constituent
Read It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
Watch It: Adding a Discount Code
Read It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
Create It: Adding a Discount Code
Creating a Seat Map
In this course, you will learn how to create a seat map for your venue, including adding notable amenities such as exits, bathrooms, and concessions. You will also learn how to add seating tiers to define seat pricing levels when creating an event.
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Watch It: Adding Seat Map Tiers
Read It: Purchasing Tickets for an Online or General Admission Seating Event on Behalf of a Constituent
Communicating with System Users (STAFF)
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Eventbrite (STAFF)
Learn how to link Neon CRM with an existing Eventbrite account.
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Support Training
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34 Courses
Pledges (Neon Fundraise)
In this course you will learn how to use Neon Fundraise to submit, fulfill, and report on pledges.
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Leveraging Giving Moments
This course explains how you can use storytelling to turn giving moments into a successful giving campaign.
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Fundraising Success Foundations
In this course you will learn how to establish the necessary foundations needed to execute a successful campaign to raise money for your nonprofit.
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Introduction to Giving Moments
This course explains the importance of creating memorable experiences for donors and provides methods you can use to help build those moments.
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Donor Retention
This course focuses on implementing best practices and applying strategies to retain donors.
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Neon CRM Fundraising: Campaigns
In this course you will learn the difference between a campaign, fund and purpose along with how to create campaigns
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Reporting and Stewardship
This course focuses on creating a connection between marketing, revenue, and impact data, as well as ways to effectively report back to participants to promote stewardship.
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Neon CRM Donation Forms
In this course you will learn the steps for setting up and creating donation forms in Neon CRM.
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OFFICIAL COURSE TEMPLATE
Use this section to create a brief description. The description should begin with the phrase " In this course you will learn how...." and be no more than 150 characters. This course will take approximately .... minutes to complete.
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Administrator Website Menu: Media Library, Campaign Dictionary, and Social Share Settings (Neon Fundraise)
This course will demonstrate how to globally customize media, website language, and linked social media feeds.
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Introduction to CRM Reporting
In this course you will learn how to get started with reporting in Neon CRM
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Read It: Creating a New Report
Read It: Editing Criteria and Columns in Reports
Read It: Sharing a Report
Read It Beginner Optional CRM Share Reports Data Entry & Reporting
Read It: Saving Report Configurations
Read It: Exporting a Report
Advanced CRM Reporting
In this course you will learn about advanced reporting features
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Read It: Using Dynamic Dates as Criteria in Reports
Preparing for Your Standard Neon CRM Data Conversion (STAFF)_ V1 (INACTIVE)
CRM Orientation Course 4 - Standard Data Conversion Track
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Neon CRM Orientation for Standard Data Import Clients
Neon CRM Orientation for Standard data import clients
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3 Courses
Orientation Adding System Users Welcome Navigating CRM Adding a logo Getting Support Quick Start Login to CRM Implementation Acknowledgements Watch It Create It Practice It Course Data Read It Beginner Set Up System User CRM CRM Client Orientation CRM Overview Orientation Guide Implementation Worksheet CRM Transactions Adding Users
Constituent Relationship Management – Foundations
In this course, you will learn how to identify your constituent types, group constituents to enhance constituent engagement, and understand the system functionality that can help you design a framework that leverages your CRM to support those efforts.
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Watch It: Adding Sub-Members
Practice It: Adding Sub-Members
Create It: Adding Sub-Members
Practice It: Building a Membership Custom Field
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Custom Fields
Create It: Building a Membership Custom Field
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Watch It: Building a Membership Custom Field
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Watch It Membership Beginner Set Up CRM
Watch It: Creating a New Account
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Orientation Account Management Watch It Beginner Set Up CRM CRM Client Orientation Creating a new Account
Practice It: Creating a New Account
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Orientation Account Management Practice It Beginner Set Up CRM CRM Client Orientation Creating a new Account
Create It: Creating a New Account
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Orientation Account Management Create It Beginner Set Up CRM CRM Client Orientation Creating a new Account
Create It: Adding a Donation
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Orientation Create It Beginner Set Up Donations CRM CRM Client Orientation
Read It: Adding a Donation
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Orientation Read It Beginner Set Up Donations CRM CRM Client Orientation
Watch It: Editing Membership Settings
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Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Editing Membership Settings
Create It: Editing Membership Settings
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Create It Membership Beginner Membership Settings CRM CRM Client Orientation Editing Membership Settings
Watch It: Setting Membership Levels & Terms
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Watch It Membership Beginner Membership Levels Membership Settings CRM CRM Client Orientation
Create It: Setting Membership Levels
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Create It Membership Beginner Membership Levels Membership Settings CRM CRM Client Orientation
Watch It: Setting Membership Terms
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Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms
Create It: Setting Membership Terms
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Create It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms
Watch It: Creating a Custom Web Theme
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Themes Watch It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme
Practice It: Creating a Custom Theme
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Themes Practice It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme
Watch It: Adding a Donation
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Orientation Watch It Beginner Set Up Donations CRM CRM Client Orientation
Create It: Creating a Custom Theme
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Themes Create It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme
Create It: Creating a Donation Form
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Create It Beginner Donations Donation Form CRM CRM Client Orientation
Administrator Website Menu: FAQs, Sponsors, and Blog (Neon Fundraise)
This course demonstrates how to develop navigation menu pages for frequently asked questions, sponsors, and a blog in Fundraise.
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Legacy Event Communications
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Creating Memberships (Staff)
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Individual Communications (STAFF)
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Neon CRM Fundamentals (STAFF)
CRM Orientation Course 3
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Neon CRM Fundraising (STAFF)
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Peer-to-Peer Fundraising (STAFF)
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Importing Your Donation Data (STAFF)
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Neon CRM Donation Forms (STAFF)
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Introduction to Legacy Event Creation (STAFF)
In this course you will learn how to use basic and advanced features for creating an event.
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Providing Member Benefits in Neon CRM (STAFF)
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Importing Your Membership Data (STAFF)
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Preparing for Your Configuration Only (No Data Import Purchased) (STAFF)
CRM Orientation Course 4 - Configuration-Only Track
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Importing Your Account Data (STAFF)
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Managing Campaign Communications (STAFF)
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Legacy Event Sessions
In this course you will learn how to use Legacy Event Sessions.
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Account Management
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes. This course will take approximately 45 minutes to complete.
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Preparing for Your Assisted Self-Import Neon CRM Data Conversion (STAFF)_ V1 ( INACTIVE)
CRM Orientation Course 4 - Assisted Self-Import Track
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Introduction to CRM Reporting (STAFF)
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Common Reporting Scenarios (STAFF)
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Advanced CRM Reporting (STAFF)
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Preparing for Your Custom Neon CRM Data Conversion (STAFF) _ V1 (INACTIVE)
CRM Orientation Course 4 - Custom Data Conversion Track
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Communicating with System Users
In this course you will learn how to use various tools and features to coordinate tasks and communication between system users, within Neon CRM
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Adding & Renewing Memberships (STAFF)
Membership Intensive
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Preparing for Your Assisted Self-Import Neon CRM Data Conversion_V1 (INACTIVE)
CRM Orientation Course 4 - Assisted Self-Import Track
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Preparing for Your Neon CRM SimpleStart
CRM Orientation Course 4 - SimpleStart Track
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Preparing for Your Custom Neon CRM Data Conversion_ V1 (INACTIVE)
CRM Orientation Course 4 - Custom Data Conversion Track
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Orientation Watch It What's New Course Data Read It Beginner
Neon CRM Quick Start w/ Neon Pay
In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.
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Importing Your Event Registration Data
This course provides learners an overview of importing event registration data into Neon CRM via the Import Manager.
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Preparing for Your Neon CRM Standard Data Import _ V1 (INACTIVE)
CRM Orientation Course 4 - Standard Data Conversion Track
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Importing Your Account Data
This course provides learners an overview of importing account data into Neon CRM using the Import Manager.
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Importing Your Donation Data
This course provides learners an overview of importing donation data into Neon CRM via the Import Manager.
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Financial Fitness Foundations
In this course, you will learn how a nonprofit should be tracking and measuring its financial health.
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Matching (Neon Fundraise)
This course will demonstrate how to set up, create, edit, end, and fulfill donation matches.
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Volunteer Management
In this course you will learn how to manage volunteer projects by adding new and existing volunteers, communicating with volunteers, and managing volunteer time sheets
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Managing Campaign Communications
In this course you will learn how to use multiple sources for crafting the best audience and tracking the success of your campaigns using CRM statistics.
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Communication Course Email Statistics Email Audiences Email Campaigns
Fundamentals of Nonprofit Branding
This first course in the Building Awareness module provides nonprofits with a foundation on which to build a strong brand reputation.
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Social Media
In this course you will learn ways to use social media with your CRM
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Communication Course Share Forms Online Linkedin Facebook Twitter CRM
Preparing for Your Neon CRM Standard Data Import
CRM Orientation Course 4 - Standard Data Import Track
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CRM Account Forms
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
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Watch It: Creating Multiple Ticket Prices, One Admittee Legacy Event
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Watch It: Creating a Free Legacy Event
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Watch It: Set Theme and Configure Legacy Event Registration Form
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Watch It: Creating a Single Admission Legacy Event
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Watch It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event
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Introduction to Legacy Event Creation
In this course you will learn how to use basic and advanced features for creating a legacy event.
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Legacy Event Registration Forms
In this course you will learn how to use basic and advanced event registration features.
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Campaign and Legacy Event Communications
In this course you will learn how to use more advanced features for creating email and letter campaigns for marketing.
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Course Turning off emails Letters Acknowledgement Defaults Emails Turning off letters Versions & Conditions Event Management
Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)
In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.
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Joining & Renewing Memberships_V2 (INACTIVE)
In this course you will learn how to create custom membership fields based on membership level. You will also learn how to renew memberships and add sub-members.
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Watch It: Create & Approve a Volunteer Time Sheet
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Watch It: Creating a New Volunteer Project
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Watch It: Applying for a Volunteer Project & Approving Pending Applicants
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Welcome to Neon CRM (STAFF)
Begin Here!
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Constituent Login Portal
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Course Fundraising Custom Web Pages Timesheets Email Link Authentication Custom Forms Member Directory CRM Event Management
System Communications (STAFF)
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Volunteer Management (STAFF)
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Supplementary Transaction Modules (Staff)
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Watch It: Creating a Membership Form
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Watch It: Importing Your Membership Data (With and Without Account IDs)
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Watch It Data Membership Beginner CRM CRM Client Orientation
Watch It: Importing Your Account Data (With and Without Account IDs)
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Watch It Data Beginner Set Up Import Manager CRM CRM Client Orientation
Preparing for Your Neon CRM Standard Data Import
CRM Orientation Course 4 - Standard Data Import Track
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Watch It: Importing Your Donation Data (With and Without Account IDs)
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Data Conversion Watch It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation
Watch It: Importing Your Event Registration Data (With and Without Account IDs)
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Watch It Beginner Set Up Event Registrations CRM CRM Client Orientation
CRM Account Forms
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
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Neon CRM Fundamentals
CRM Orientation Course 3
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Account Management
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes. This course will take approximately 45 minutes to complete.
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Leveraging Preconfigured Reports
In this course you will learn how to access and utilize preconfigured reports within Neon CRM
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Introduction to CRM Reporting
In this course you will learn how to get started with reporting in Neon CRM
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Common Reporting Scenarios
In this course you will learn how to access and create common reports
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System Communications
In this course you will learn the differences between system emails and letters and how they can be used to automate communication
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System Emails System Letters Communication Course Fundraising CRM Event Management
Neon CRM Fundamentals _ V1 (INACTIVE)
CRM Orientation Course 3
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Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms
Preparing for Your Custom Neon CRM Data Conversion_ V1 (INACTIVE)
CRM Orientation Course 4 - Custom Data Conversion Track
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Orientation Watch It What's New Course Data Read It Beginner
Watch It: Creating Multiple Ticket Prices, One Admittee Legacy Event
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Watch It: Creating a Free Legacy Event
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Watch It: Set Theme and Configure Legacy Event Registration Form
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Watch It: Creating a Single Admission Legacy Event
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Watch It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event
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System Communications
In this course you will learn the differences between system emails and letters and how they can be used to automate communication
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System Emails System Letters Communication Course Fundraising CRM Event Management
Preparing for Your Neon CRM SimpleStart
CRM Orientation Course 4 - SimpleStart Track
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Neon CRM Fundamentals _ V1 (INACTIVE)
CRM Orientation Course 3
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Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms
Watch It: Creating a Campaign Landing Page
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Watch It: Creating a Campaign Donation Form
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Watch It: Using the Campaign Goal Meter
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Watch It: Creating a Campaign
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Watch It: Using the Campaigns List Page
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Watch It: Adding a Donation
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Orientation Watch It Beginner Set Up Donations CRM CRM Client Orientation
Watch It: Creating a Campaign Donation Form
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Read It: Creating a Donation Form Custom Field
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Watch It: Using the Campaigns List Page
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Watch It: Using the Campaign Goal Meter
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Watch It: Creating a Campaign Landing Page
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Watch It: Creating a Campaign
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Introduction to Legacy Event Creation
In this course you will learn how to use basic and advanced features for creating a legacy event.
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Legacy Event Registration Forms
In this course you will learn how to use basic and advanced event registration features.
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Event Sales & Check-in
In this course, you will learn how to complete a ticket sales transaction for an event on behalf of a constituent. You will also learn how to complete the event check-in process as constituents arrive at an event.
Enroll
Event Pricing & Discounts
Learn how to add additional ticket types and pricing to existing online, general admission, and assigned seating events. You will also learn how to add discount codes.
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Creating Events
In this course you will learn how to create several types of events using the Events module in Neon CRM. This course will take approximately 40 minutes to complete.
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Campaign and Legacy Event Communications
In this course you will learn how to use more advanced features for creating email and letter campaigns for marketing.
Enroll
Course Turning off emails Letters Acknowledgement Defaults Emails Turning off letters Versions & Conditions Event Management
Legacy Event Sessions
In this course you will learn how to use Legacy Event Sessions.
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Individual Communications
In this course, you will learn about communications features available in the CRM for sending emails and letters to one constituent at a time. This course will take approximately 30 minutes to complete.
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Newsletters Communication Course External Email Emails Personalized Communication CRM
System Communications
In this course you will learn the differences between system emails and letters and how they can be used to automate communication
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System Emails System Letters Communication Course Fundraising CRM Event Management
Watch It: Creating a Campaign Donation Form
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Watch It: Creating a Campaign Landing Page
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Watch It: Using the Campaigns List Page
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Watch It: Using the Campaign Goal Meter
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Watch It: CRM Overview
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Orientation Navigating CRM Watch It Beginner CRM CRM Client Orientation CRM Overview
Watch It: Adding a User to Neon CRM
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Orientation Watch It Beginner Set Up CRM CRM Client Orientation Adding Users
Watch It: Creating a Custom Web Theme
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Themes Watch It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme
Watch It: Customizing your Organization Profile
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Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation
Watch It: Creating a New Account
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Orientation Account Management Watch It Beginner Set Up CRM CRM Client Orientation Creating a new Account
Neon CRM Membership Forms
In this course you will learn the steps for setting up and creating membership forms in Neon CRM. This course will take approximately 25 minutes to complete.
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Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)
In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.
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Joining & Renewing Memberships_V2 (INACTIVE)
In this course you will learn how to create custom membership fields based on membership level. You will also learn how to renew memberships and add sub-members.
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Neon CRM Fundamentals _ V1 (INACTIVE)
CRM Orientation Course 3
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Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms
System Communications
In this course you will learn the differences between system emails and letters and how they can be used to automate communication
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System Emails System Letters Communication Course Fundraising CRM Event Management
Preparing for Your Assisted Self-Import Neon CRM Data Conversion_V1 (INACTIVE)
CRM Orientation Course 4 - Assisted Self-Import Track
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Watch It: Create & Approve a Volunteer Time Sheet
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Watch It: Creating a New Volunteer Project
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Watch It: Applying for a Volunteer Project & Approving Pending Applicants
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Watch It: Creating an Online Event
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Watch It: Creating a Venue Event with General Admission Seating
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Watch It: Completing the Event Check-In Process - Manual Check-In
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Watch It: Completing the Event Check-In Process - QR Code Scan Check-In
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Watch It Intermediate Events Optional CRM Event Check-In QR Code
Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)
In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.
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Neon CRM Membership Forms
In this course you will learn the steps for setting up and creating membership forms in Neon CRM. This course will take approximately 25 minutes to complete.
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Neon CRM Donation Forms
In this course you will learn the steps for setting up and creating donation forms in Neon CRM.
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Neon CRM Fundraising: Campaigns
In this course you will learn the difference between a campaign, fund and purpose along with how to create campaigns
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Welcome to Neon CRM (STAFF)
Begin Here!
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Neon CRM Quick Start (STAFF)
CRM Orientation Course 2
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Importing Your Account Data (STAFF)
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Importing Your Donation Data (STAFF)
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Importing Your Membership Data (STAFF)
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Importing Your Event Registration Data (STAFF)
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Neon CRM Fundamentals (STAFF)
CRM Orientation Course 3
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Communicating with System Users (STAFF)
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Adding & Renewing Memberships (STAFF)
Membership Intensive
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Neon CRM Membership Forms
In this course you will learn the steps for setting up and creating membership forms in Neon CRM. This course will take approximately 25 minutes to complete.
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Creating Memberships (Staff)
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Account Management
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes. This course will take approximately 45 minutes to complete.
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Constituent Login Portal
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Course Fundraising Custom Web Pages Timesheets Email Link Authentication Custom Forms Member Directory CRM Event Management
Individual Communications (STAFF)
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CRM Account Forms
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
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Neon CRM Fundraising (STAFF)
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Managing Campaign Communications (STAFF)
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Providing Member Benefits in Neon CRM (STAFF)
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Neon CRM Donation Forms (STAFF)
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System Communications (STAFF)
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Introduction to Legacy Event Creation
In this course you will learn how to use basic and advanced features for creating a legacy event.
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Legacy Event Global Settings
In this course you will learn how to use Legacy Event Global Settings
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Legacy Event Registration Forms
In this course you will learn how to use basic and advanced event registration features.
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Volunteer Management (STAFF)
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Event Pricing & Discounts
Learn how to add additional ticket types and pricing to existing online, general admission, and assigned seating events. You will also learn how to add discount codes.
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Creating Events
In this course you will learn how to create several types of events using the Events module in Neon CRM. This course will take approximately 40 minutes to complete.
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Peer-to-Peer Fundraising (STAFF)
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Legacy Event Communications
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Eventbrite (STAFF)
Learn how to link Neon CRM with an existing Eventbrite account.
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Advanced CRM Reporting (STAFF)
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Common Reporting Scenarios (STAFF)
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Supplementary Transaction Modules (Staff)
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Introduction to CRM Reporting (STAFF)
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Legacy Event Sessions
In this course you will learn how to use Legacy Event Sessions.
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Watch It: Setting Membership Levels & Terms
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Watch It Membership Beginner Membership Levels Membership Settings CRM CRM Client Orientation
Watch It: Creating a Membership Form
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Watch It: Editing Membership Settings
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Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Editing Membership Settings
Watch It: Setting Membership Terms
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Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms
Preparing for Your Neon CRM Standard Data Import _ V1 (INACTIVE)
CRM Orientation Course 4 - Standard Data Conversion Track
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Neon CRM Fundamentals _ V1 (INACTIVE)
CRM Orientation Course 3
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Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms
System Communications
In this course you will learn the differences between system emails and letters and how they can be used to automate communication
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System Emails System Letters Communication Course Fundraising CRM Event Management
Preparing for Your Neon CRM Standard Data Import
CRM Orientation Course 4 - Standard Data Import Track
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CRM Account Forms
In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.
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Watch It: Creating Multiple Ticket Prices, One Admittee Legacy Event
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Watch It: Creating a Free Legacy Event
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Watch It: Set Theme and Configure Legacy Event Registration Form
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Watch It: Creating a Single Admission Legacy Event
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Watch It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event
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Introduction to Legacy Event Creation
In this course you will learn how to use basic and advanced features for creating a legacy event.
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Legacy Event Registration Forms
In this course you will learn how to use basic and advanced event registration features.
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Campaign and Legacy Event Communications
In this course you will learn how to use more advanced features for creating email and letter campaigns for marketing.
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Course Turning off emails Letters Acknowledgement Defaults Emails Turning off letters Versions & Conditions Event Management
Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)
In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.
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Joining & Renewing Memberships_V2 (INACTIVE)
In this course you will learn how to create custom membership fields based on membership level. You will also learn how to renew memberships and add sub-members.
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Watch It: Create & Approve a Volunteer Time Sheet
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Watch It: Creating a New Volunteer Project
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Watch It: Applying for a Volunteer Project & Approving Pending Applicants
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Welcome to Neon CRM (STAFF)
Begin Here!
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Constituent Login Portal
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Course Fundraising Custom Web Pages Timesheets Email Link Authentication Custom Forms Member Directory CRM Event Management
System Communications (STAFF)
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Volunteer Management (STAFF)
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Supplementary Transaction Modules (Staff)
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Watch It: Creating a Membership Form
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