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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About this course

Learning Objectives:

  • Examine the role of a campaign in fundraising
  • Identify the difference between a campaign, fund, and purpose
  • Examine the elements for consideration when creating a campaign
  • Create a new campaign
  • Examine the features available on the Campaigns list page

Curriculum

  • Course Introduction
  • Campaign Overview
  • Lesson 1 - Basics of a Campaign (4:52 min)
  • Lesson 2 - A Note about the Following Sections (1:53 min)
  • Creating Custom Fields for Campaign Donation Forms
  • Lesson 1 - Watch It: Creating Custom Fields for Campaign Donation Forms (4:42 min)
  • Creating a Campaign
  • Lesson 1 - Watch It: Creating a Campaign (6:24 min)
  • Creating a Campaign Donation Form
  • Lesson 1 - Watch It: Creating a Campaign Donation Form (13:48 min)
  • Creating a Campaign Landing Page
  • Lesson 1 - Watch It: Creating a Campaign Landing Page (4:10 min)
  • Using the Campaign Goal Meter
  • Lesson 1 - Watch It: Using the Campaign Goal Meter (4:19 min)
  • Using the Campaigns List Page
  • Lesson 1 - Watch It: Using the Campaigns List Page (3:28 min)
  • Conclusion
  • Review
  • Resources
  • Goodbye!

About this course

Learning Objectives:

  • Examine the role of a campaign in fundraising
  • Identify the difference between a campaign, fund, and purpose
  • Examine the elements for consideration when creating a campaign
  • Create a new campaign
  • Examine the features available on the Campaigns list page

Curriculum

  • Course Introduction
  • Campaign Overview
  • Lesson 1 - Basics of a Campaign (4:52 min)
  • Lesson 2 - A Note about the Following Sections (1:53 min)
  • Creating Custom Fields for Campaign Donation Forms
  • Lesson 1 - Watch It: Creating Custom Fields for Campaign Donation Forms (4:42 min)
  • Creating a Campaign
  • Lesson 1 - Watch It: Creating a Campaign (6:24 min)
  • Creating a Campaign Donation Form
  • Lesson 1 - Watch It: Creating a Campaign Donation Form (13:48 min)
  • Creating a Campaign Landing Page
  • Lesson 1 - Watch It: Creating a Campaign Landing Page (4:10 min)
  • Using the Campaign Goal Meter
  • Lesson 1 - Watch It: Using the Campaign Goal Meter (4:19 min)
  • Using the Campaigns List Page
  • Lesson 1 - Watch It: Using the Campaigns List Page (3:28 min)
  • Conclusion
  • Review
  • Resources
  • Goodbye!