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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About this course

Learning Objectives:

  • Identify custom fields needed for the CRM Donation form
  • Create a CRM Donation form
  • Set email conditions for the CRM Donation form

Curriculum

  • Welcome Video
  • Course Introduction
  • Creating Custom Fields for CRM Donation Forms
  • Lesson 1 - Watch It: Creating Custom Fields for a CRM Donation Form
  • Creating a CRM Donation Form
  • Lesson 2 - Watch It: Creating a CRM Donation Form
  • Lesson 3 - Watch It: Creating an Email Condition for the CRM Donation Form
  • Conclusion
  • Review
  • Resources
  • Goodbye!

About this course

Learning Objectives:

  • Identify custom fields needed for the CRM Donation form
  • Create a CRM Donation form
  • Set email conditions for the CRM Donation form

Curriculum

  • Welcome Video
  • Course Introduction
  • Creating Custom Fields for CRM Donation Forms
  • Lesson 1 - Watch It: Creating Custom Fields for a CRM Donation Form
  • Creating a CRM Donation Form
  • Lesson 2 - Watch It: Creating a CRM Donation Form
  • Lesson 3 - Watch It: Creating an Email Condition for the CRM Donation Form
  • Conclusion
  • Review
  • Resources
  • Goodbye!