CRM Bootcamp Online

Reset

For Membership Organizations

Adoption Bootcamp for Membership Organizations

For Fundraising Only Organizations

Adoption Bootcamp for Fundraising Only Organizations

The Catalyst Initiative

Catalyst for Sustainable Impact

Bulk Registering & Editing Users (Neon Fundraise)

In this course, you will learn how to bulk register new users and edit existing users.

Create It: Adding a User to Neon CRM

Orientation Create It Beginner Set Up CRM CRM Client Orientation Adding Users

Watch It: Using the Campaign Goal Meter

Read It: Donor Settings for Increasing Donor Conversions

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 It: Importing Your Membership Data

Practice It Data Membership Beginner Set Up CRM CRM Client Orientation

Arts People: Public Design

In this course you will learn how to customize your public design.

Ticket Builder (Neon Fundraise)

In this course, you will learn how to set up and use Ticket Builder for your events or fundraising campaigns.

Watch It: Updating Membership Forms to Include Custom Fields

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.

Read It: Using the Campaigns List Page

Watch It: Importing Your Membership Data (With and Without Account IDs)

Watch It Data Membership Beginner CRM CRM Client Orientation

Your Campaign Path

Your Campaign Path

Test for Task-Based Learning Paths

Watch It: Importing Your Donation Data (With and Without Account IDs)

Data Conversion Watch It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

How Websites Connect with CRM Forms and Events

This course reviews how CRM widgets integrate with Neon Websites pages.

Moves Management Online

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.

Neon Websites: Redesign Process

This course provides an overview of the steps in the redesign process for your website.

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.

Watch It: Using the Campaigns List Page

Watch It: Creating a Campaign Landing Page

Create a System Email - Event Registration (2:27)

Learn how to create and customize Event Registration system emails in Neon CRM.

Watch It: Creating a Conditional Email - In-Kind Gifts

Orientation System Emails Watch It Communication Beginner Emails Conditional Actions CRM CRM Client Orientation

Read It: Editing Membership Settings

Watch It: Adding New CLP Portal Sidebar Menu Options

Watch It: Creating a Campaign Donation Form

Watch It: Add Member-Only Content Pages

Leveraging Preconfigured Reports

In this course you will learn how to access and utilize preconfigured reports within Neon CRM

Neon CRM Basics for Trial Users

Discover the Basics of Using Neon CRM!

Google Analytics

This course examines Google Analytics and how it can contribute to your nonprofit success.

Create a Conditional Email - Legacy Event Reminder (3:06)

Learn how to create a conditional legacy Event Reminder email in Neon CRM.

Neon CRM Fundraising Online

Neon CRM Communications Online

Neon Websites: Membership Features

This course introduces users to the basic membership features offered in Neon Websites, including creating a membership access page.

Neon CRM Orientation for Configuration Only Data Clients

Neon CRM Orientation for data configuration only clients

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

Watch It: Create Custom Fields

Watch It: Registration Discounts

Watch It: Topics and Categories

Neon CRM Orientation for Custom Data Import Clients

Neon CRM Orientation for custom data import clients

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

Neon CRM Orientation for Assisted Self-Import Data Clients

Neon CRM Orientation for Assisted Self-Import data clients

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

Watch It: Completing the Event Check-In Process - Manual Check-In

Watch It: Unlocking and Editing a Transaction Record

Practice It: Unlocking and Editing a Transaction Record

Legacy Event Global Settings

In this course you will learn how to use Legacy Event Global Settings

Rename an Option in the CLP Portal Sidebar Menu (1:02)

Learn how to rename an option in the Constituent Login Portal sidebar menu.

Add a Membership Directory (3:00)

Learn how to add a Membership Directory in Neon CRM.

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.

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.

Watch It: Editing the Status of Multiple Activities

Watch It: Editing the Custom Status of Multiple Prospects

Watch It: Renewing a Membership without Sub-Members

Watch It: Renewing a Membership with Sub-Members

Create It: Preparing your Event Registration Data for Import

Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Integrating Eventbrite

Create It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation

Check In an Attendee for an Event - Ticket Scanner (4:21)

Learn how to check in attendees for an event using a ticket scanner.

Fundraiser Dashboard Settings for Fundraisers (Neon Fundraise)

This is a resource for fundraisers to manage fundraiser pages.

Create It: Customizing Your Organization Profile

Orientation Customize Organization Profile Watch It Beginner Set Up 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.

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.

Watch 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.

Back-End Administration for Hosts

This course prepares new staff members and clients to use basic back-end functions of the Giving Days platform.

Test Path - Jeffrey

Activating Champions to Drive Your Fundraising

This course shows nonprofits how to engage and support fundraising champions to grow their donor base and increase impact.

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.

Watch It: Completing the Event Check-In Process - QR Code Scan Check-In

Watch It Intermediate Events Optional CRM Event Check-In QR Code

Watch It: CRM Overview

Orientation Navigating CRM Watch It Beginner CRM CRM Client Orientation CRM Overview

Creating Events

In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.

Advanced Fundraising

In this course you will learn about advanced fundraising features including Pledges, Soft Credits, and Split donations.

[separator] Neon CRM Courses

Below you will find our Neon CRM courses

Update Workflow Email Items (2:01)

Emails Workflows Fast Track Updates update

[separator] Neon CRM Fast Tracks

Below you will find our CRM Fast Tracks: most tutorials under 5 minutes!

Update the BCC Email on a Survey (0:44)

Communication Individual Survey Fast Track BCC Email

Advanced Workflows

This course examines how to build custom workflows in Neon CRM. This course will take approximately 40 minutes to complete.

Update the Assignee on Activities, Grants, and Prospects (1:00)

Grants Prospects Activities Moves Management Fast Track Assignee

[separator] Neon CRM Learning Paths

Below you will find our Neon CRM Learning Paths.

Reporting (Neon Fundraise)

This course is an overview of the reporting process for Fundraise.

Watch It: Adding Venue Objects

PNC Complaint Process (Sales)

This course covers the PNC Referral and Complaint Process for Neon One sales staff

Read It: Add Member-Only Content Pages

Read It: Customizing your Organization Profile

Orientation Customize Organization Profile Read It Beginner Set Up CRM CRM Client Orientation

Watch It: Enabling the Email Link Authentication Feature

Registration Basics for Nonprofits

This course prepares Nonprofits to register as a new and returning organization in the Giving Days website.

Arts People: Enrollments

In this course, you will learn how to use the enrollment feature in Arts People.

Watch It: Creating a Campaign

Watch It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Donor Matching Webinar

Recorded Donor Matching Webinar

Practice It: Importing Your Event Registration Data

Practice It Beginner Set Up Event Registrations CRM CRM Client Orientation

Create It: Importing Your Event Registration Data

Create It Beginner Set Up Event Registrations CRM CRM Client Orientation

Create It: Importing Your Account Data

Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Preparing Your Account Data for Import

Data Conversion Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Set up Neon Pay

Neon Pay Orientation Create It Beginner Set Up

Practice It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Practice It Beginner Set Up CRM CRM Client Orientation

Reporting for Hosts

This course provides a brief overview of the reporting tool within your Giving Days platform.

Read It: CRM Overview

Orientation Navigating CRM Read It Beginner Set Up CRM CRM Client Orientation

Arts People: Season Setup

In this course you will learn how to use the season setup features in Arts People.

Text-to-Communicate in Neon CRM

In this course you will learn how to use the Text-to-Communicate feature in Neon CRM. This course will take approximately 15 minutes to complete.

Watch It: Adding Merchandise

Registration Basics for Hosts

This course prepares Hosts to manage registration submissions in the Giving Days platform.

Neon Websites: Launch and Go Live

This course provides a brief overview of how to publish your website and make it live.

Watch It: Creating a Conditional Email - Legacy Event Reminder

Watch It Beginner Set Up CRM CRM Client Orientation Conditional Emails Event Reminder System Communication

Moves Management

In this course you will learn about moves management features that track and record your activities, grants, and prospects

CRM Overview (4:18)

Learn the basics of Neon CRM navigation.

Watch It: Creating a CRM Donation Form

Watch It Beginner Donations Donation Form CRM CRM Client Orientation

Share a Report (2:17)

Learn how to share a report in Neon CRM.

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.

Edit Report Criteria and Columns (4:14)

Learn how to edit report criteria and columns in Neon CRM.

Create a New Report (2:23)

Learn how to create a new report in Neon CRM.

Resolve Issues During Onboarding in Neon Pay (3:00)

Learn how to resolve issues during the onboarding process in Neon Pay.

Preparing and Exporting Your Current Data for Neon CRM (SimpleStart)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Watch 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.

Watch It: Creating an Online Event

Neon CRM Reports Online

Neon CRM Account Basics Online

Neon Websites: Content Writing Tips

This course provides content writing tips for your website.

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.

Create a Fundraising Campaign (GPS)

Learn how to create a fundraising campaign in Neon CRM.

Campaign Emails Campaign Letters Campaign Creation Basic Campaign Campaign Communications GPS create a campaign Create a Campaign Custom Guide Path Solutions (GPS)

Implementation - Sales

Endurance Challenges (Neon Fundraise)

In this course you will learn how to plan and run a successful Endurance Challenge with Neon Fundraise.

Neon CRM Events Online

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.

Neon CRM Memberships Online

Watch It: Customizing your Organization Profile

Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation

Add a Portal Login Message (2:38)

Learn how to add a login message for the Constituent Login Portal in Neon CRM.

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.

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.

Add New Constituent Login Portal Sidebar Menu Options (1:42)

Learn how to add or remove options from the Constituent Login Portal sidebar menu.

Add Member-Only Content Pages (2:38)

Learn how to add member-only content pages in Neon CRM.

Volunteer Management

Learn the Basics of Volunteer Management in Neon CRM!

Fundraising and Campaigns

Learn the Basics of Creating Fundraising Campaigns in Neon CRM!

Read It: Accessing Live CRM Training

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.

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.

Watch It: Pre-Configuring Field Values in Neon CRM

Watch It Beginner Set Up CRM CRM Client Orientation

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.

Optimized Registration Webinar

Recorded Optimized Registration Webinar

Legacy Peer-to-Peer Fundraising

In this course you will learn how to create a peer-to-peer campaign in Neon CRM

Watch It: Managing a Priority Listing Waitlist (2:36)

Watch It: Enabling the Priority Listing Waitlist (2:06)

Learn the Basics of Creating Memberships Settings and Membership Forms in Neon CRM!

Learn the Basics of Creating Legacy Events in Neon CRM!

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.

Learn the Basics of Creating Events in Neon CRM!

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.

Read It: Renewing a Membership without Sub-Members

Read It: Renewing a Membership with Sub-Members

Donor Acquisition

This course helps you learn strategies and techniques for acquiring donors.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Read It: Using the Campaign Goal Meter

Arts People: Box Office Basics

In this course you will learn how to use basic features of Arts People Box Office.

Reports Database Accounting Marketing Box Office

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.

Common Reporting Scenarios

In this course you will learn how to access and create common reports

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.

Create It: Update Your Membership Form With a New Membership Custom Field

Relaunching and Replicating Campaigns (Neon Fundraise)

In this course, you will learn how to relaunch or replicate campaigns.

Manage CRA Receipts

Learn how to manage CRA receipts in Neon CRM.

Save Report Configurations (2:58)

Learn how to save report configurations in Neon CRM.

Preparing to Add and Renew Memberships_V1 (INACTIVE)

In this course, you will learn how to prepare to add and renew memberships. This course will take approximately 20 minutes.

Use the External Letter Merge (2:00)

Create an Assigned Seating Event (GPS)

Learn how to create an assigned seating event using the Next Generation Events module in Neon CRM.

Events Neon Events Assigned Seating GPS Next Generation Events Create an event Custom Guide Path Solutions (GPS)

Neon Pay Disputes

This course provides an overview of how to respond to disputes as well as how to initiate refunds in Neon Pay.

Neon Pay Reporting

This course provides a brief overview of Monthly Statement Reports and how to create Charge Reports in the Neon Pay platform.

Email Marketing Campaign Tips

This course examines email marketing strategies that will improve donor participation.

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.

Registration (Neon Fundraise)

This course is an overview of the registration process for Fundraise.

Tributes, Notifications, & eCards (Neon Fundraise)

In this course you will learn how to add a Tribute section, and how to customize Notifications and Cards.

Create It: Pre-Configuring Field Values in Neon CRM

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.

Practice It: Importing Your Donation Data

Data Conversion Practice It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Create It: Preparing Your Membership Data for Import

Create It Data Membership Beginner Set Up CRM CRM Client Orientation

Create It: Importing Your Membership Data

Create It Data Membership Beginner Set Up CRM CRM Client Orientation

Watch It: Importing Your Event Registration Data (With and Without Account IDs)

Watch It Beginner Set Up Event Registrations CRM CRM Client Orientation

Watch It: Adding a User to Neon CRM

Orientation Watch It Beginner Set Up CRM CRM Client Orientation Adding Users

Create It: Importing Your Donation Data

Data Conversion Create It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Read It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Read It Beginner Set Up CRM CRM Client Orientation

Create It: Preparing Your Donation Data for Import

Data Conversion Create It Data Beginner Set Up Data Integrations Donations CRM CRM Client Orientation

Watch It: Importing Your Account Data (With and Without Account IDs)

Watch It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Check In an Attendee for an Event - Manual Check-In (2:06)

Learn how to manually check in attendees for an event.

Adding and Renewing Memberships

Learn how to add and renew memberships and sub-memberships as a system user/admin.

Read It: Creating a New Account

Account Management Read It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Neon Pay Payment Processing

This course provides a brief overview of how payment processing works within the Neon Pay platform.

Read It: Configure Display Settings

Fundamentals of Opportunities for Sales Representatives

Learn what is required for an opportunity to be successfully submitted to and approved by Billing.

Assign a Ticket to an Individual Attendee (3:51)

Learn how to assign a ticket to an individual attendee for an event.

Create and Utilize Event Custom Fields (4:58)

Learn how to create and use event custom fields.

Purchase Tickets for a General Admission or Online Event on Behalf of a Constituent (4:08)

Learn how to purchase tickets for a general admission or online event on behalf of a constituent.

Enable the Add-On Donation Feature (3:45)

Learn how to enable the Add-On Donation feature.

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.

Create an Email Audience - Year-End Appeal (3:31)

Learn how to create an email audience in Neon CRM to support your year-end appeal.

Read It: Adding a User to Neon CRM

Orientation Read It Beginner Set Up CRM CRM Client Orientation Adding Users

Fundraiser Dashboard Settings for Administrators (Neon Fundraise)

This course is a guide for campaign administrators to manage campaign settings effecting fundraiser pages.

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.

Watch It: Adding a Logo, Favicon, and Header Image

Orientation Adding a logo Watch It Beginner Set Up CRM CRM Client Orientation

Create It: Navigate Neon CRM

Orientation Navigating CRM Create It Beginner CRM CRM Client Orientation

Watch It: Manually Adding a Sub-Membership

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.

Arts People: Database

In this course, you will learn about the Database features in Arts People.

Practice It: Importing Your Account Data

Practice It Data Beginner Set Up Import Manager CRM CRM Client Orientation

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.

Events Waitlists

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.

Watch It: Enabling the Account Match Feature

Donation Settings (Neon Fundraise)

This course illustrates how to use donation settings in Fundraise.

Practice It: Adding a User to Neon CRM

Orientation Practice It Beginner Set Up CRM CRM Client Orientation Adding Users

Create It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

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.

Watch It: Integrating Eventbrite into Neon CRM

Watch It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation

Purchase Tickets for an Assigned Seating Event on Behalf of a Constituent (4:13)

Learn how to purchase tickets for an assigned seating event on behalf of a constituent.

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.

Watch It: How Do Constituents Add Themselves to a Waitlist? (2:10)

Export a Report (1:39)

Learn how to export a report in Neon CRM.

Create It: Adding a Discount Code

Create 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.

Watch It: Adding Seat Map Tiers

Support Training

Pledges (Neon Fundraise)

In this course you will learn how to use Neon Fundraise to submit, fulfill, and report on pledges.

Leveraging Giving Moments

This course explains how you can use storytelling to turn giving moments into a successful giving campaign.

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.

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.

Donor Retention

This course focuses on implementing best practices and applying strategies to retain donors.

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.

Neon CRM Donation Forms

In this course you will learn the steps for setting up and creating donation forms in Neon CRM.

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.

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.

Introduction to CRM Reporting

In this course you will learn how to get started with reporting in Neon CRM

Read It: Editing Criteria and Columns in Reports

Neon CRM Orientation for Standard Data Import Clients

Neon CRM Orientation for Standard data import clients

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.

Watch It: Building a Membership Custom Field

Watch It Membership Beginner Set Up CRM

Watch It: Creating a New Account

Orientation Account Management Watch It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Create It: Creating a New Account

Orientation Account Management Create It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Read It: Adding a Donation

Orientation Read It Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Setting Membership Levels & Terms

Watch It Membership Beginner Membership Levels Membership Settings CRM CRM Client Orientation

Watch It: Setting Membership Terms

Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms

Create It: Setting Membership Terms

Create It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms

Watch It: Creating a Custom Web Theme

Themes Watch It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme

Watch It: Adding a Donation

Orientation Watch It Beginner Set Up Donations 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.

Legacy Event Sessions

In this course you will learn how to use Legacy Event Sessions.

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.

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Preparing for Your Neon CRM Standard Data Import _ V1 (INACTIVE)

CRM Orientation Course 4 - Standard Data Conversion Track

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Financial Fitness Foundations

In this course, you will learn how a nonprofit should be tracking and measuring its financial health.

Matching (Neon Fundraise)

This course will demonstrate how to set up, create, edit, end, and fulfill donation matches.

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

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.

In this course you will learn ways to use social media with your CRM

Communication Course Share Forms Online Linkedin Facebook Twitter CRM

CRM Account Forms

In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.

Watch It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event

Watch It: Creating Multiple Ticket Prices, One Admittee Legacy Event

Watch It: Set Theme and Configure Legacy Event Registration Form

Introduction to Legacy Event Creation

In this course you will learn how to use basic and advanced features for creating a legacy event.

Legacy Event Registration Forms

In this course you will learn how to use basic and advanced event registration features.

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.

Course Turning off emails Letters Acknowledgement Defaults Emails Turning off letters Versions & Conditions Event Management

Watch It: Create & Approve a Volunteer Time Sheet

Watch It: Creating a New Volunteer Project

Watch It: Applying for a Volunteer Project & Approving Pending Applicants

Welcome to Neon CRM (STAFF)

Neon CRM Quick Start (STAFF)

CRM Orientation Course 2

Importing Your Account Data (STAFF)

Importing Your Donation Data (STAFF)

Importing Your Membership Data (STAFF)

Importing Your Event Registration Data (STAFF)

Neon CRM Fundamentals (STAFF)

CRM Orientation Course 3

Adding & Renewing Memberships (STAFF)

Membership Intensive

Creating Memberships (Staff)

Individual Communications (STAFF)

Neon CRM Fundraising (STAFF)

Managing Campaign Communications (STAFF)

Providing Member Benefits in Neon CRM (STAFF)

Neon CRM Donation Forms (STAFF)

System Communications (STAFF)

Volunteer Management (STAFF)

Peer-to-Peer Fundraising (STAFF)

Legacy Event Communications

Advanced CRM Reporting (STAFF)

Common Reporting Scenarios (STAFF)

Supplementary Transaction Modules (Staff)

Introduction to CRM Reporting (STAFF)

CRM Account Forms

In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Leveraging Preconfigured Reports

In this course you will learn how to access and utilize preconfigured reports within Neon CRM

Introduction to CRM Reporting

In this course you will learn how to get started with reporting in Neon CRM

Common Reporting Scenarios

In this course you will learn how to access and create common reports

Watch It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event

Watch It: Creating Multiple Ticket Prices, One Admittee Legacy Event

Watch It: Set Theme and Configure Legacy Event Registration Form

Watch It: Creating a Campaign Landing Page

Watch It: Creating a Campaign Donation Form

Watch It: Using the Campaign Goal Meter

Watch It: Creating a Campaign

Watch It: Using the Campaigns List Page

Watch It: Adding a Donation

Orientation Watch It Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Creating a Campaign Donation Form

Watch It: Using the Campaigns List Page

Watch It: Using the Campaign Goal Meter

Watch It: Creating a Campaign Landing Page

Watch It: Creating a Campaign

Introduction to Legacy Event Creation

In this course you will learn how to use basic and advanced features for creating a legacy event.

Legacy Event Registration Forms

In this course you will learn how to use basic and advanced event registration features.

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.

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.

Creating Events

In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.

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.

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.

Watch It: Creating a Campaign Donation Form

Watch It: Creating a Campaign Landing Page

Watch It: Using the Campaigns List Page

Watch It: Using the Campaign Goal Meter

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.

Watch It: CRM Overview

Orientation Navigating CRM Watch It Beginner CRM CRM Client Orientation CRM Overview

Watch It: Adding a User to Neon CRM

Orientation Watch It Beginner Set Up CRM CRM Client Orientation Adding Users

Watch It: Creating a Custom Web Theme

Themes Watch It Beginner Page Editor Theme Editor CRM CRM Client Orientation Custom Theme

Watch It: Customizing your Organization Profile

Orientation Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Creating a New Account

Orientation Account Management Watch It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Watch It: Create & Approve a Volunteer Time Sheet

Watch It: Creating a New Volunteer Project

Watch It: Applying for a Volunteer Project & Approving Pending Applicants

Watch It: Creating an Online Event

Watch It: Creating a Venue Event with General Admission Seating

Watch It: Completing the Event Check-In Process - Manual Check-In

Watch It: Completing the Event Check-In Process - QR Code Scan Check-In

Watch It Intermediate Events Optional CRM Event Check-In QR Code

Neon CRM Donation Forms

In this course you will learn the steps for setting up and creating donation forms in Neon CRM.

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.

Welcome to Neon CRM (STAFF)

Neon CRM Quick Start (STAFF)

CRM Orientation Course 2

Importing Your Account Data (STAFF)

Importing Your Donation Data (STAFF)

Importing Your Membership Data (STAFF)

Importing Your Event Registration Data (STAFF)

Neon CRM Fundamentals (STAFF)

CRM Orientation Course 3

Adding & Renewing Memberships (STAFF)

Membership Intensive

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.

Creating Memberships (Staff)

Individual Communications (STAFF)

CRM Account Forms

In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.

Neon CRM Fundraising (STAFF)

Managing Campaign Communications (STAFF)

Providing Member Benefits in Neon CRM (STAFF)

Neon CRM Donation Forms (STAFF)

System Communications (STAFF)

Introduction to Legacy Event Creation

In this course you will learn how to use basic and advanced features for creating a legacy event.

Legacy Event Global Settings

In this course you will learn how to use Legacy Event Global Settings

Legacy Event Registration Forms

In this course you will learn how to use basic and advanced event registration features.

Volunteer Management (STAFF)

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.

Creating Events

In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.

Peer-to-Peer Fundraising (STAFF)

Legacy Event Communications

Advanced CRM Reporting (STAFF)

Common Reporting Scenarios (STAFF)

Supplementary Transaction Modules (Staff)

Introduction to CRM Reporting (STAFF)

Legacy Event Sessions

In this course you will learn how to use Legacy Event Sessions.

Preparing for Your Neon CRM Standard Data Import _ V1 (INACTIVE)

CRM Orientation Course 4 - Standard Data Conversion Track

Watch It: Setting Membership Levels & Terms

Watch It Membership Beginner Membership Levels Membership Settings CRM CRM Client Orientation

Watch It: Setting Membership Terms

Watch It Membership Beginner Membership Settings CRM CRM Client Orientation Membership Terms

CRM Account Forms

In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.

Watch It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event

Watch It: Creating Multiple Ticket Prices, One Admittee Legacy Event

Watch It: Set Theme and Configure Legacy Event Registration Form

Introduction to Legacy Event Creation

In this course you will learn how to use basic and advanced features for creating a legacy event.

Legacy Event Registration Forms

In this course you will learn how to use basic and advanced event registration features.

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.

Course Turning off emails Letters Acknowledgement Defaults Emails Turning off letters Versions & Conditions Event Management

Watch It: Create & Approve a Volunteer Time Sheet

Watch It: Creating a New Volunteer Project

Watch It: Applying for a Volunteer Project & Approving Pending Applicants

Welcome to Neon CRM (STAFF)

Neon CRM Quick Start (STAFF)

CRM Orientation Course 2

Importing Your Account Data (STAFF)

Importing Your Donation Data (STAFF)

Importing Your Membership Data (STAFF)

Importing Your Event Registration Data (STAFF)

Neon CRM Fundamentals (STAFF)

CRM Orientation Course 3

Adding & Renewing Memberships (STAFF)

Membership Intensive

Creating Memberships (Staff)

Individual Communications (STAFF)

Neon CRM Fundraising (STAFF)

Managing Campaign Communications (STAFF)

Providing Member Benefits in Neon CRM (STAFF)

Neon CRM Donation Forms (STAFF)

System Communications (STAFF)

Volunteer Management (STAFF)

Peer-to-Peer Fundraising (STAFF)

Legacy Event Communications

Advanced CRM Reporting (STAFF)

Common Reporting Scenarios (STAFF)

Supplementary Transaction Modules (Staff)

Introduction to CRM Reporting (STAFF)