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Welcome Video
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Course Introduction
- Neon CRM and Neon Fundraise Integration Overview
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Lesson 1 - Neon CRM and Neon Fundraise Integration Overview
- Connecting Neon Fundraise to Neon CRM
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Lesson 1 - Overview of Process for Connecting Neon Fundraise to Neon CRM
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Lesson 2 - Watch It: Creating a Neon CRM Campaign for Integration
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Lesson 3 - Practice It: Creating a Neon CRM Campaign for Integration
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Lesson 4 - Watch It: Creating a Neon CRM Legacy Event
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Lesson 5 - Practice It: Creating a Neon CRM Legacy Event
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Lesson 6 - Watch It: Retrieving Your CRM Organization ID and API Key
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Lesson 7 - Practice It: Retrieving Your CRM Organization ID and API Key
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Lesson 8 - Watch It: Entering Your CRM Organization ID and API Key into Neon Fundraise
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Lesson 9 - Practice It: Entering Your CRM Organization ID and API Key into Neon Fundraise
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Lesson 10 - Watch It: Sending Neon CRM System Emails
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Lesson 11 - Watch It: Syncing Offline Donations
- Sync Logs & Manual Resyncing
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Lesson 1 - Watch It: Accessing Sync Logs
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Lesson 2 - Practice It: Accessing Sync Logs
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Lesson 3 - Watch It: Manually Resyncing a Record
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Lesson 4 - Practice It: Manually Resyncing a Record
- Course Conclusion
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Review
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Resources
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Good Bye!
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.
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.
Learning Objectives:
- Create a Neon CRM Campaign
- Create a Neon CRM Event
- Retrieve your Organization ID and API Key
- Integrate a campaign between Neon Fundraise and Neon CRM
- Sync Neon CRM Logs
- Resync Neon CRM Logs displaying a sync error message