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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
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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
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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
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Create It: Adding a Donation
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Orientation
Create It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
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Create It: Adding a User to Neon CRM
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Orientation
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
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Create It: Building a Membership Custom Field
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Create It: Create a New Membership Level
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Create It
Beginner
Set Up
Membership Levels
Memberships
CRM
CRM Client Orientation
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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
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Create It: Creating a Custom Theme
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Themes
Create It
Beginner
Page Editor
Theme Editor
CRM
CRM Client Orientation
Custom Theme
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Create It: Creating a Donation Form
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Create It
Beginner
Donations
Donation Form
CRM
CRM Client Orientation
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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
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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
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Create It: Creating an Email Version
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Orientation
System Emails
Create It
Communication
Beginner
Emails
CRM
CRM Client Orientation
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Create it: Creating Sequential Emails
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System Emails
Create It
Communication
Beginner
Set Up
Emails
CRM
CRM Client Orientation
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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
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Create It: Editing Membership Settings
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Create It
Membership
Beginner
Membership Settings
CRM
CRM Client Orientation
Editing Membership Settings
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Create It: Importing Your Account Data
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Create It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
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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
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Create It: Importing Your Event Registration Data
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Create It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
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Create It: Importing Your Membership Data
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Create It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
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Create It: Integrating Eventbrite
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Create It
Beginner
Set Up
Eventbrite Integration
CRM
CRM Client Orientation
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Create It: Navigate Neon CRM
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Orientation
Navigating CRM
Create It
Beginner
CRM
CRM Client Orientation
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Create It: Pre-Configuring Field Values in Neon CRM
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Create It
Beginner
Set Up
CRM
CRM Client Orientation
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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
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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
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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
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Create It: Preparing Your Membership Data for Import
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Create It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
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Create It: Set up Neon Pay
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Neon Pay
Orientation
Create It
Beginner
Set Up
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Create It: Setting Membership Levels
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Create It
Membership
Beginner
Membership Levels
Membership Settings
CRM
CRM Client Orientation
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Create It: Setting Membership Terms
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Create It
Membership
Beginner
Membership Settings
CRM
CRM Client Orientation
Membership Terms
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Create It: Update Your Membership Form With a New Membership Custom Field
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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
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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
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Practice It: Adding a User to Neon CRM
Enroll
Orientation
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
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Practice It: Building a Membership Custom Field
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Custom Fields
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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
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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
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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
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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
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Practice It: Creating a Custom Theme
Enroll
Themes
Practice It
Beginner
Page Editor
Theme Editor
CRM
CRM Client Orientation
Custom Theme
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Practice It: Creating a CRM Donation Form
Enroll
Practice It
Beginner
Donations
Donation Form
CRM
CRM Client Orientation
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Practice It: Creating a Letter Campaign – Year-End Tax Letter
Enroll
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Letter Campaign
System Communication
Year-End Tax Letter
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Practice It: Creating a Letter Version
Enroll
System Letters
Communication
Practice It
Beginner
Set Up
Letters
CRM
CRM Client Orientation
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Practice It: Creating a New Account
Enroll
Orientation
Account Management
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Creating a new Account
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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
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Practice It: Creating an Email Version
Enroll
Orientation
System Emails
Communication
Practice It
Beginner
Emails
CRM
CRM Client Orientation
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Practice It: Importing Your Account Data
Enroll
Practice It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
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Practice It: Importing Your Donation Data
Enroll
Data Conversion
Practice It
Data
Beginner
Set Up
Data Integrations
Donations
CRM
CRM Client Orientation
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Practice It: Importing Your Event Registration Data
Enroll
Practice It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
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Practice It: Importing Your Membership Data
Enroll
Practice It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
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Practice It: Printing a System Letter
Enroll
System Letters
Communication
Practice It
Beginner
Letters
CRM
CRM Client Orientation
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Practice It: Updating Membership Forms to Include Custom Fields
Enroll
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Read It: Adding a Donation
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Orientation
Read It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
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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
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Read It: Adding a User to Neon CRM
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Orientation
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
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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
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Read It: CRM Overview
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Orientation
Navigating CRM
Read It
Beginner
Set Up
CRM
CRM Client Orientation
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Read It: Customizing your Organization Profile
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Orientation
Customize Organization Profile
Read It
Beginner
Set Up
CRM
CRM Client Orientation
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Read It: Editing Membership Settings
Enroll
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Watch It: Adding a Donation
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Orientation
Watch It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
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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
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Watch It: Adding a User to Neon CRM
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Orientation
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
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Watch It: Building a Membership Custom Field
Enroll
Watch It
Membership
Beginner
Set Up
CRM
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Watch It: Creating a Conditional Email - In-Kind Gifts
Enroll
Orientation
System Emails
Watch It
Communication
Beginner
Emails
Conditional Actions
CRM
CRM Client Orientation
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Watch It: Creating a Conditional Email - Legacy Event Reminder
Enroll
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Conditional Emails
Event Reminder
System Communication
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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
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Watch It: Creating a CRM Donation Form
Enroll
Watch It
Beginner
Donations
Donation Form
CRM
CRM Client Orientation
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Watch It: Creating a Letter Template
Enroll
System Letters
Watch It
Communication
Beginner
Set Up
Letters
CRM
CRM Client Orientation
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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
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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
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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
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Watch It: Creating an Email Version
Enroll
Orientation
System Emails
Watch It
Communication
Beginner
Emails
CRM
CRM Client Orientation
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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
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Watch It: Creating System Email and Letter Settings
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System Emails
Watch It
Communication
Beginner
Letters
Emails
CRM
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Watch It: CRM Overview
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Orientation
Navigating CRM
Watch It
Beginner
CRM
CRM Client Orientation
CRM Overview
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Watch It: Customizing your Organization Profile
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Orientation
Customize Organization Profile
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
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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
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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
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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
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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
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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
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Watch It: Integrating Eventbrite into Neon CRM
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Watch It
Beginner
Set Up
Eventbrite Integration
CRM
CRM Client Orientation
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Watch It: Pre-Configuring Field Values in Neon CRM
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Watch It
Beginner
Set Up
CRM
CRM Client Orientation
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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
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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
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Watch It: Setting Membership Terms
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Watch It
Membership
Beginner
Membership Settings
CRM
CRM Client Orientation
Membership Terms
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Watch It: Start Building a New Membership
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Watch It
Membership
Beginner
Set Up
Memberships
CRM
Neon Membership
CRM Client Orientation
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Watch It: Updating Membership Forms to Include Custom Fields
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Watch It: Add a Portal Login Message
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Practice It: Create a Portal Login Message
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Watch It: Turning On and Off CLP Portal Sidebar Menu Options
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Watch It: Adding New CLP Portal Sidebar Menu Options
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Watch It: Rename an Option in the CLP Portal Sidebar Menu
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Practice It: Modify the CLP Sidebar Menu
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Watch It: Add a Member Directory
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Practice It: Adding a Member Directory
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Watch It: Add Member-Only Content Pages
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Practice It: Adding Member-Only Content Pages
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Read It: Turning On and Off CLP Sidebar Menu Options
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Read It: Adding New CLP Sidebar Menu Options
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Read It: Rename an Option in the CLP Sidebar Menu
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Read It: Add a Member Directory
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Read It: Add Member-Only Content Pages
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Watch It: Create Custom Fields
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Create It: Create Custom Fields
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Practice It: Create Custom Fields
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Watch It: Registration Discounts
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Create It: Registration Discounts
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Practice It: Registration Discounts
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Watch It: Configure Display Settings
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Watch It: Topics and Categories
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Create It: Topics and Categories
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Read It: Create Custom Fields
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Read It: Registration Discounts
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Read It: Configure Display Settings
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Read It: Topics and Categories
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Watch It: Adding Sessions
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Legacy Event Sessions
In this course you will learn how to use Legacy Event Sessions.
Enroll
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Practice It: Adding Sessions
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Watch It: Adding Merchandise
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Create It: Adding Merchandise
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Practice It: Adding Merchandise
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Read It: Adding Sessions
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Read It: Adding Merchandise
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Create It: Adding Sessions
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Watch It: Editing the Status of Multiple Activities
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Watch It: Editing the Custom Status of Multiple Prospects
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Watch It: Editing Assignee of Multiple Grants
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Watch It: Creating a Prospect and Adding an Activity
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Read It: Editing the Status of Multiple Activities
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Read It: Editing Assignee of Multiple Grants
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Read It: Editing the Custom Status of Multiple Prospects
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Read It: Creating a Prospect and Adding an Activity
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Watch It: Connecting Neon CRM with QuickBooks
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Create It: Connecting Neon CRM to QuickBooks
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Watch It: Mapping CRM Transactions to QuickBooks
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Create It: Mapping CRM Transactions to QuickBooks
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Practice It: Creating a Test Transaction
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Practice It: Syncing Test Transactions to QuickBooks
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Create It: Syncing a Test Transaction to QuickBooks
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Watch It: Unlocking and Editing a Transaction Record
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Practice It: Unlocking and Editing a Transaction Record
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Watch It: Viewing Payouts in Neon CRM
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Create It: Viewing Payouts in Neon CRM
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Watch It: Viewing Payouts in Neon Pay
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Practice It: Viewing Payouts in Neon Pay
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Read It: Connecting Neon CRM with QuickBooks
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Read It: Mapping CRM Transactions to QuickBooks
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Watch It: Enabling the Account Match Feature
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Practice It: Enabling the Account Match Feature
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Create It: Enabling the Account Match Feature
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Watch It: Viewing and Reconciling Accounts in the Partial Match Queue
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Create It: Viewing and Reconciling Accounts in the Partial Match Queue
Enroll
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Watch It: Conducting a Duplicate Scan
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Create It: Conducting a Duplicate Scan
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Watch It: Executing a Bulk Update
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Create It: Executing a Bulk Update
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Watch It: Performing an Account Batch Update
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Create It: Performing an Account Batch Update
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Watch It: Enabling the Email Link Authentication Feature
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Create It: Enabling the Email Link Authentication Feature
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Watch It: Enabling the Login Prompt Feature
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Create It: Enabling the Login Prompt Feature
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Read It: Unlocking and Editing a Transaction Record
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Read It: Viewing Payouts in Neon CRM
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Read It: Viewing Payouts in Neon Pay
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Read It: Viewing and Reconciling Accounts in the Partial Match Queue
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Read It: Conducting a Duplicate Scan
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Read It: Executing a Bulk Update
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Read It: Performing an Account Batch Update
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Read It: Enabling the Email Link Authentication
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Read It: Enabling the Login Prompt Feature
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Read It: Accessing Live CRM Training
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Practice It: Adding Ticket Prices for a Tiered Venue
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Watch It: Using Dynamic Dates in Criteria
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Practice It: Create a Report with Dynamic Dates
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Watch It: Using Search Groups in a Report
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Watch It: Savings Report Configurations
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Watch It: Sharing a Report
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Read It: Creating an Assigned Seating Event
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Read It: Creating a General Admission Seating Event
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Read It: Creating an Online Event
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Watch It: Adding a Discount Code
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Create It: Adding a Discount Code
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Read It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
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Read It: Adding a New Ticket Type to an Existing Assigned Seating Event
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Read It: Adding a Discount Code
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Watch It: Creating a Venue Seat Map
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Watch It: Adding Venue Objects
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Watch It: Adding Seat Map Tiers
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Create It: Creating a Venue Seat Map
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Create It: Adding Venue Objects
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Create It: Adding Seat Map Tiers
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Read It: Creating a Venue Seat Map
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Watch It: Purchasing Tickets for a General Admission Seating Event or an Online Event on Behalf of a Constituent
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Watch It: Completing the Event Check-In Process - Manual Check-In
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Create It: Purchasing Tickets for a General Admission Seating Event or Online Event on Behalf of a Constituent
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Create It: Completing the Event Check-In Process - Manual Check-In
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Read It: Purchasing Tickets for an Online or General Admission Seating Event on Behalf of a Constituent
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Read It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
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Read It: Completing the Event Check-In Process
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Read It: Using Dynamic Dates as Criteria in Reports
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Read It: Sharing a Report
Read It
Beginner
Optional
CRM
Share Reports
Data Entry & Reporting
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Read It: Saving Report Configurations
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Read It: Exporting a Report
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Read It: Editing Criteria and Columns in Reports
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Read It: Creating a New Report
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Watch It: Adding Sub-Members
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Practice It: Adding Sub-Members
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Create It: Adding Sub-Members
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Read It: Copying an Existing Event
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Watch It: Activating a One-Click Workflow
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Create It: Activating a One-Click Workflow
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Watch It: Editing and Cloning a One-Click Workflow
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Create It: Editing a One-Click Workflow
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Create It: Cloning a One-Click Workflow
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Watch It: Testing a One-Click Workflow
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Create It: Testing a One-Click Workflow
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Watch It: Adding a New Ticket Type to an Existing Assigned Seating Event
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Watch It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
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Create It: Adding a New Ticket Type to an Existing Assigned Seating Event
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Create It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
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Watch It: Creating a Venue Event with General Admission Seating
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Create It: Creating a Venue Event with General Admission Seating
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Watch It: Creating a Venue Event with Assigned Seating
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Create It: Creating a Venue Event with Assigned Seating
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Watch It: Creating an Online Event
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Create It: Creating an Online Event
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Create It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
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Watch It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
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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
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Create It: Completing the Event Check-In Process - QR Code Scan Check-In
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Read It: Completing the Event Check-In Process - Manual Check-In
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Read It: Completing the Event Check-In Process - QR Code Scan Check-In
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Read It: Activating a One-Click Workflow
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Read It: Editing a One-Click Workflow
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Read It: Cloning a One-Click Workflow
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Read It: Testing a One-Click Workflow
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Watch It: Creating Custom Fields for Campaign Donation Forms
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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 Campaign Goal Meter
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Create It: Creating Custom Fields for Campaign Donation Forms
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Watch It: Creating a Campaign
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Watch It: Using the Campaigns List Page
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Create It: Creating a Campaign Landing Page
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Create It: Using the Campaign Goal Meter
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Create It: Using the Campaigns List Page
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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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Read It: Creating a Donation Form Custom Field
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Read It: Creating a Campaign
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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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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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Watch It: Managing a Priority Listing Waitlist (2:36)
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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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Create It: Adding a Constituent to a Notify Me Waitlist as a System Admin
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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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Read It: Events Waitlist - Priority Listing
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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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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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The Catalyst Initiative
Catalyst for Sustainable Impact