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Neon CRM Fundamentals

CRM Orientation Course 3

Neon CRM Account Basics Online

Neon CRM Fundraising Online

Neon CRM Communications Online

Neon CRM Reports Online

Neon CRM Events Online

Moves Management Online

The Catalyst Initiative

Catalyst for Sustainable Impact

Donation Settings (Neon Fundraise)

This course illustrates how to use donation settings in Fundraise.

Read It: Editing a One-Click Workflow

Read It: Creating a New Account

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

Watch It: Using the Campaign Goal Meter

Read It: Editing the Status of Multiple Activities

Ticket Builder (Neon Fundraise)

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

Bulk Registering & Editing Users (Neon Fundraise)

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

Watch It: Updating Membership Forms to Include Custom Fields

Neon Web Studio: Product Offerings

Read It: Editing Assignee of Multiple Grants

Practice It: Create Sub-Member Terms and Pricing

Practice It Beginner Set Up CRM CRM Client Orientation Sub-member terms Sub-member pricing

Donor Matching in Neon Fundraise

Nov 15, 2022 2:30p.m. US/Eastern

Neon CRM Fundamentals (STLP)

CRM Orientation Course 3

Welcome to Neon CRM (STLP)

Sales- Getting to Know Fundraising Orgs

Sales- Scripted Demo: Who is Neon?

Sales-Scripted Demo: Modules, Login Portal, and Pricing

Sales- Features>Function>Benefit

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

Create It: Preparing Your Account Data for Import

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

Practice It: Updating Membership Forms to Include Custom Fields

Read It: CRM Overview

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

Your Campaign Path

Your Campaign Path

Test for Task-Based Learning Paths

Reporting for Accounting

Course Finance Executive Reports Daily Reports Finance Reports Incomplete Transactions Open Pledges CRM

Practice It: Adding Member-Only Content Pages

Read It: Topics and Categories

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 Pay Payment Processing

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

Watch It: Adding Sessions

Watch It: Adding Merchandise

Practice It: Adding Merchandise

Create It: Adding Merchandise

Arts People: Public Design

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

Neon Websites: Redesign Process

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

Registration (Neon Fundraise)

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

Introduction to Workflows _V1 (INACTIVE)

This course examines the basics of workflows, including One-Click Workflows, in Neon CRM. This course will take approximately 30 minutes to complete.

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

Read It: Performing an Account Batch Update

Watch It: Creating a Campaign Landing Page

What Neon Web Studio Won't Do

Course Web Studio

Effective Staff Supervision – The Big Picture: Legal and Organizational Context

Read It: Adding Sessions

Practice It: Create Custom Fields

Create It: Create Custom Fields

Practice It: Registration Discounts

Watch It: Configure Display Settings

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

Assign a Ticket to an Individual Attendee (3:19 min)

Learn how to assign tickets to an individual attendee.

Watch It: Turning On and Off CLP Portal Sidebar Menu Options

Watch It: Adding New CLP Portal Sidebar Menu Options

Check In an Attendee for an Event - Manual Check-In (2:19 min)

Learn how to manually check in attendees for an event.

Check In an Attendee for an Event - Ticket Scanner Check-In (4:06 min)

Learn how to check in event attendees using a QR code ticket scanner.

Read It: Unlocking and Editing a Transaction Record

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.

Watch It: Creating a Campaign Donation Form

Watch It: Add a Member Directory

Practice It: Adding a Member Directory

Watch It: Add Member-Only Content Pages

Create It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

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!

Preparing and Exporting Your Current Data for Neon CRM (Standard Import)

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

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

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

Email Marketing Campaign Tips

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

Google Analytics

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

Neon CRM Fundraising: Campaigns

In this course you will learn the difference between a campaign, fund and purpose along with how to create campaigns

Arts People: Season Setup

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

Watch It: Viewing Payouts in Neon CRM

Create It: Viewing Payouts in Neon CRM

Creating Events

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

Watch It: Viewing Payouts in Neon Pay

Practice It: Viewing Payouts in Neon Pay

Read It: Viewing Payouts in Neon CRM

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.

Reporting for Hosts

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

Neon Websites: Membership Features

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

Watch It: Create Custom Fields

Watch It: Registration Discounts

Watch It: Topics and Categories

Arts People: Database

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

Fundamentals of Opportunities for Sales Representatives

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

Watch It: Connecting Neon CRM with QuickBooks

Create It: Connecting Neon CRM to QuickBooks

Watch It: Mapping CRM Transactions to QuickBooks

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

Create It: Mapping CRM Transactions to QuickBooks

Practice It: Creating a Test Transaction

Read It: Editing the Custom Status of Multiple Prospects

Read It: Viewing Payouts in Neon Pay

Arts People: Box Office Basics_V3 (INACTIVE)

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

Practice It: Syncing Test Transactions to QuickBooks

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

Read It: Adding Merchandise

Individual Communications

In this course, you will learn about communications features available in the CRM for sending emails and letters to one constituent at a time.

Newsletters Communication Course External Email Emails Personalized Communication CRM

Read It: Registration Discounts

Create It: Registration Discounts

Create It: Adding Sessions

Read It: Enabling the Email Link Authentication

Read It: Enabling the Login Prompt Feature

Legacy Event Global Settings

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

Read It: Viewing and Reconciling Accounts in the Partial Match Queue

Read It: Copying an Existing Event

Importing Your Event Registration Data (STAFF)

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.

Introduction to Neon CRM

Reporting for Fundraisers

Transactions Course Fundraising Executive Reports Fundraising Reports Stats Report Open Pledges CRM

Watch It: Activating a One-Click Workflow

Create It: Activating a One-Click Workflow

Create It: Editing a One-Click Workflow

Create It: Cloning a One-Click Workflow

Watch It: Testing a One-Click Workflow

Create It: Testing a One-Click Workflow

Watch It: Editing and Cloning a One-Click Workflow

TEST GROUP TRAININGS

Read It: Connecting Neon CRM with QuickBooks

Neon Web Studio Exercises

Course Web Studio

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.

Read It: Create Custom Fields

Navigating Accounts & Reports (Staff)

Sales- Getting to Know Membership Orgs

Migrating Your Data (Staff)

Neon Pay ( Staff)

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: Editing Assignee of Multiple Grants

Watch It: Renewing a Membership without Sub-Members

Watch It: Renewing a Membership with Sub-Members

Create It: Adding a Membership as a System User

Create It: Adding a Sub-Membership as a System User

Create It: Renewing a Membership without Sub-Members as a System User

Create It: Renewing a Membership with Sub-Members as a System user

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

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

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

Neon Web Studio: Anatomy of a Site

Course Accessibility Site Layout WordPress Web Studio

Neon Web Studio: Integration with NeonCRM

Course SSL Certificates Events Plugin Dynamic Template Web Studio

Create It: Creating an Email Campaign - Year-End Appeal

Create It Beginner Set Up Email Campaigns CRM CRM Client Orientation System Communication Year-End Appeal

Peer-to-Peer Fundraising

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

Watch It: Creating a Letter Template

System Letters Watch It Communication Beginner Set Up Letters 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.

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.

Watch It: Adding a New Ticket Type to an Existing Assigned Seating Event

Watch It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

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.

Create It: Viewing and Reconciling Accounts in the Partial Match Queue

Create It: Enabling the Account Match Feature

Watch It: Viewing and Reconciling Accounts in the Partial Match Queue

Watch It: Creating Custom Fields for Campaign Donation Forms

Create It: Creating Custom Fields for Campaign Donation Forms

Create It: Creating a Campaign Landing Page

Create It: Using the Campaign Goal Meter

Create It: Using the Campaigns List Page

Watch It: Performing an Account Batch Update

Watch It: Enabling the Login Prompt Feature

Create 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.

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.

Read It: Turning On and Off CLP Sidebar Menu Options

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: Conducting a Duplicate Scan

Watch It: Using Dynamic Dates in Criteria

Practice It: Create a Report with Dynamic Dates

Read It: Conducting a Duplicate Scan

Neon CCM Case Management Advanced

This course demonstrates common admin functions and advanced features available in Neon CCM. Examples for customizing the CCM will also be discussed.

PRACTICE Neon Pay Live Training Events

Read It: Adding New CLP Sidebar Menu Options

Read It: Rename an Option in the CLP Sidebar Menu

Read It: Adding a Discount Code

Reporting (Neon Fundraise)

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

Watch It: Creating a Venue Seat Map

Read It: Executing a Bulk Update

Watch It: Adding Venue Objects

Create It: Adding Venue Objects

Create It: Adding Seat Map Tiers

Read It: Creating a Venue Seat Map

Create It: Conducting a Duplicate Scan

Fundraiser Dashboard Settings for Administrators (Neon Fundraise)

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

PNC Complaint Process (Sales)

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

Watch It: Enabling the Account Match Feature

Course Data Dashboards Saved Reports One-Click Reports CRM

Neon CRM Quick Start (STLP)

CRM Orientation Course 2

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

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

Welcome to Neon CCM Case Management

In this course you will learn the fundamentals of the Neon One case management system

Watch It: Enabling the Email Link Authentication Feature

Practice It: Enabling the Account Match Feature

Test CRM Course for Task-Based Learning Path

This is a test.

Watch It: Executing a Bulk Update

How Websites Connect with CRM Forms and Events

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

Sales-Outbound Prospecting Training (Staff)

Registration Basics for Nonprofits

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

Practice It: Adding Sessions

Payment Processing

Course Finance Fundraising Payment Gateways CRM Event Management

Practice It: Importing Your Membership Data

Practice It Data Membership Beginner Set Up CRM CRM Client Orientation

Introduction to Neon Web Studio

Course Web Studio

Practice It: Adding a User to Neon CRM

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

Create It: Executing a Bulk Update

Practice It: Create a Portal Login Message

Create It: Adding your Logo, Favicon, and Header Image

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

Watch It: Creating an Email Version

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

Create It: Creating an Email Version

Orientation System Emails Create It Communication Beginner Emails CRM CRM Client Orientation

Read It: Creating a Prospect and Adding an Activity

Create It: Topics and Categories

Create It: Creating a Conditional Email for In-Kind Gifts

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

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 Fundraise Live Training Events

Create it: Creating Sequential Emails

System Emails Create It Communication Beginner Set Up Emails CRM CRM Client Orientation

Watch It: Add a Portal Login Message

Practice It: Modify the CLP Sidebar Menu

Arts People: Enrollments

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

Create It: Creating a System Email Version – Event Reminder

System Emails Create It Beginner CRM CRM Client Orientation Event Reminder System Communication

Practice It: Create a Membership Level, Terms and Pricing

Practice It Beginner Set Up Membership Levels Memberships CRM CRM Client Orientation Membership Terms

Create It: Navigate Neon CRM

Orientation Navigating CRM Create It Beginner CRM CRM Client Orientation

Watch It: Creating a Prospect and Adding an Activity

Create It: Enabling the Email Link Authentication Feature

Create It: Syncing a Test Transaction to QuickBooks

Peer-to-Peer Fundraising Pages for Donors and Fundraisers_v1 (Inactive)

This course prepares donors and Fundraisers to understand Peer-to-Peer (P2P) fundraising and how to create and manage P2P Fundraisers for their favorite nonprofits.

Practice It: Printing a System Letter

System Letters Communication Practice It Beginner Letters CRM CRM Client Orientation

Read It: Configure Display Settings

Practice It: Creating a CRM Donation Form

Practice It Beginner Donations Donation Form CRM CRM Client Orientation

Watch It: Rename an Option in the CLP Portal Sidebar Menu

Create It: Performing an Account Batch Update

Create It: Importing Your Account Data

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

Read It: Add a Member Directory

Sales- The Personal Demo

PRACTICE Arts People Live Training Events

Practice It: Importing Your Account Data

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

Create It: Creating a Venue Seat Map

Advanced Workflows_V1 (Inactive)

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

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

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

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

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

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

PRACTICE Giving Days Live Training Events

Watch It: Using Search Groups in a Report

Equity and Nonprofit Organization Success TEST

Optimized Registration Webinar

Recorded Optimized Registration Webinar

Donor Matching Webinar

Recorded Donor Matching Webinar

Watch It: Creating System Email and Letter Settings

System Emails Watch It Communication Beginner Letters Emails CRM

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.

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.

Registration Basics for Hosts

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

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.

Neon Websites: Launch and Go Live

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

Practice It: Importing Your Event Registration Data

Practice It Beginner Set Up Event Registrations CRM CRM Client Orientation

Watch It: Creating a Conditional Email - Legacy Event Reminder

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

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.

Practice It: Creating an Email Version

Orientation System Emails Communication Practice It Beginner Emails CRM CRM Client Orientation

Moves Management

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

Adding a User (2:20 min)

Learn how to add a new user to Neon CRM.

CRM Overview (4:18 min)

Learn the basics of Neon CRM navigation.

Watch It: Creating a CRM Donation Form

Watch It Beginner Donations Donation Form CRM CRM Client Orientation

Practice It: Adding Ticket Prices for a Tiered Venue

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.

Preparing and Exporting Your Current Data for Neon CRM (Premium Import)

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

Create It: Creating a Venue Event with Assigned Seating

Watch It: Creating a Venue Event with General Admission Seating

Create 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

Create It: Creating an Online Event

Watch It: Creating a Venue Event with Assigned Seating

Neon Websites: Content Writing Tips

This course provides content writing tips for your website.

Read It: Activating a One-Click Workflow

Read It: Cloning a One-Click Workflow

Read It: Testing a One-Click Workflow

Implementation - Sales

Watch It: Savings Report Configurations

Watch It: Sharing a Report

Endurance Challenges (Neon Fundraise)

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

Read It: Creating a General Admission Seating Event

Read It: Creating an Assigned Seating Event

Read It: Creating an Online Event

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

Tributes, Notifications, & eCards (Neon Fundraise)

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

Neon CRM Fundamentals _ V1 (INACTIVE)

CRM Orientation Course 3

Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms

System Communications

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

System Emails System Letters Communication Course Fundraising CRM Event Management

Watch It: CRM Overview

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

Watch It: Customizing your Organization Profile

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

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.

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

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.

PRACTICE Websites Live Training Events

Read It: Adding a User to Neon CRM

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

PRACTICE CRM Live Training Legacy Events

Leveraging Preconfigured Reports (STAFF)

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

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

Watch It Data Membership Beginner CRM CRM Client Orientation

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: Enabling the Notify Me Waitlist (1:40)

Watch It: Adding a Constituent to a Notify Me Waitlist as a System Admin (1:45)

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

Watch It: Adding a Constituent to a Priority Listing Waitlist as a System Admin (2:03)

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

Watch It: Managing a Notify Me Waitlist (1:47)

Create It: Adding a Constituent to a Notify Me Waitlist as a System Admin

Watch It: Selling a Ticket to a Constituent on a Priority Listing Waitlist (1:35)

Create It: Enabling the Notify Me Waitlist

Read It: Events Waitlist - Priority Listing

Create It: Enabling the Priority Listing Waitlist

Create It: Adding a Constituent to a Priority Listing Waitlist as a System Admin

Create It: Selling a Ticket to a Constituent on a Priority Listing Waitlist

Read It: Events Waitlist - Notify Me

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

Learn the Basics of Creating Legacy Events in Neon CRM!

Learn How to Import Various Types of Data into 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!

Read It: Linking an Existing Donation Form to an Existing Campaign

Read It: Creating and Adding a Custom Form Field to an Existing Donation Form

Read It: Setting Membership Levels & Terms

Watch It: Manually Adding a Membership

Watch It: Manually Adding a Sub-Membership

Read It: Adding a Company Membership

Read It: Adding a Sub-Membership to a Company Membership

Read It: Adding a Sub-Membership to an Individual Membership

Purchase Tickets for a General Admission or Online Event on Behalf of a Constituent (4:09 min)

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

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: Adding an Individual Membership

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.

Preparing and Exporting Your Current Data for Neon CRM (Guided Import)

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

Advanced Fundraising

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

Read It: Creating a Campaign

Read It: Creating a Donation Form Custom Field

Read It: Creating a Campaign Donation Form

Read It: Creating a Campaign Landing Page

Read It: Using the Campaign Goal Meter

Read It: Using the Campaigns List Page

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 Setup

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.

Course Email Marketing Subscriptions CRM

Neon CRM Account and Donation Form Builder

Course Page Editor Form Editor Theme Editor Exit Page General Settings CRM

Common Reporting Scenarios

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

Introduction to CRM Reporting_ V1 (INACTIVE)

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

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.

Adding and Renewing Memberships

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

Advanced Workflows

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

Relaunching and Replicating Campaigns (Neon Fundraise)

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

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.

Neon CRM Quick Start (STAFF)

CRM Orientation Course 2

How Data Enters Neon

Course Data Online Donation Form Professional Data Import Data Integrations Constituent Data Data Services CRM

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

Watch It: Creating a Campaign

Read It: Completing the Event Check-In Process

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.

Preparing to Add and Renew Memberships

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

The Catalyst Initiative Live Events

This course will provide all the meeting links for any Catalyst Initiative live events.

Neon Pay Disputes

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

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.

Neon Pay Reporting

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

Practice It: Creating a Letter Version

System Letters Communication Practice It Beginner Set Up Letters CRM CRM Client Orientation

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

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

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.

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.

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: Preparing Your Donation Data for Import

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

Practice It: Creating a Conditional Letter

System Letters Communication Practice It Beginner Set Up Letters Conditional Actions CRM CRM Client Orientation

Practice It: Creating a Letter Campaign – Year-End Tax Letter

Practice It Beginner Set Up CRM CRM Client Orientation Letter Campaign System Communication Year-End Tax Letter

Watch It: Pre-Configuring Field Values in Neon CRM

Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Creating Membership Due and Overdue Emails

System Emails Watch It Communication Membership Beginner Set Up Emails 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

Practice It: Creating an Email Audience - Year-End Appeal

Practice It Beginner Set Up Email Audiences CRM CRM Client Orientation System Communication Year-End Appeal

Create It: Importing Your Donation Data

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

Watch It: Creating a System Email – Event Registration

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

Watch It: Start Building a New Membership

Watch It Membership Beginner Set Up Memberships CRM Neon Membership CRM Client Orientation

Practice It: Creating a Conditional Email - Legacy Event Reminder

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

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

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

Practice It: Creating a System Email – Event Registration

System Emails Practice It Beginner Set Up Event Registrations CRM CRM Client Orientation System Communication

Watch It: Integrating Eventbrite into Neon CRM

Watch It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation

Create It: Create a New Membership Level

Create It Beginner Set Up Membership Levels Memberships CRM CRM Client Orientation

Watch It: Creating an Email Audience – Year-End Appeal

Watch It Beginner Set Up Email Audiences CRM CRM Client Orientation System Communication Year-End Appeal

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

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

Create It: Importing Your Event Registration Data

Create It Beginner Set Up Event Registrations CRM CRM Client Orientation

Create It: Creating a Letter Campaign – Year-End Tax Letter

Create It Beginner Set Up CRM CRM Client Orientation Letter Campaign System Communication Year-End Tax Letter

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

Create It: Adding a User to Neon CRM

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

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

Orientation to Transactions

Course Data Finance Store Purchases Event Registrations Memberships Donations CRM Event Management

Events Waitlist

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.

Read It: Adding a New Ticket Type to an Existing Assigned Seating Event

Purchase Tickets for an Assigned Seating Event on Behalf of a Constituent (4:12 min)

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

Event Sales & Check-in_V4 (Separated into Fast Tracks)

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.

Watch It: Purchasing Tickets for a General Admission Seating Event or an Online Event on Behalf of a Constituent

Create It: Purchasing Tickets for a General Admission Seating Event or Online Event on Behalf of a Constituent

Enable the Add-On Donation Feature (3:22 min)

Learn how to enable the Add-On Donation feature.

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

Watch It: Adding a Discount Code

Read It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

Create It: Adding a Discount Code

Creating 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

Read It: Purchasing Tickets for an Online or General Admission Seating Event on Behalf of a Constituent

Communicating with System Users (STAFF)

Eventbrite (STAFF)

Learn how to link Neon CRM with an existing Eventbrite account.

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: Creating a New Report

Read It: Editing Criteria and Columns in Reports

Read It: Sharing a Report

Read It Beginner Optional CRM Share Reports Data Entry & Reporting

Read It: Saving Report Configurations

Read It: Exporting a Report

Advanced CRM Reporting

In this course you will learn about advanced reporting features

Read It: Using Dynamic Dates as Criteria in Reports

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

CRM Orientation Course 4 - Standard Data Conversion Track

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: Adding Sub-Members

Practice It: Adding Sub-Members

Create It: Adding Sub-Members

Practice It: Building a Membership Custom Field

Create It: Building a Membership Custom Field

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

Practice It: Creating a New Account

Orientation Account Management Practice 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

Create It: Adding a Donation

Orientation Create It Beginner Set Up Donations CRM CRM Client Orientation

Read It: Adding a Donation

Orientation Read It Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Editing Membership Settings

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

Create It: Editing Membership Settings

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

Watch It: Setting Membership Levels & Terms

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

Create It: Setting Membership Levels

Create 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

Practice It: Creating a Custom Theme

Themes Practice 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

Create It: Creating a Custom Theme

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

Create It: Creating a Donation Form

Create It Beginner Donations Donation Form 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 Communications

Creating Memberships (Staff)

Individual Communications (STAFF)

Neon CRM Fundamentals (STAFF)

CRM Orientation Course 3

Neon CRM Fundraising (STAFF)

Peer-to-Peer Fundraising (STAFF)

Importing Your Donation Data (STAFF)

Introduction to Legacy Event Creation (STAFF)

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

Neon CRM Donation Forms (STAFF)

Providing Member Benefits in Neon CRM (STAFF)

Importing Your Membership Data (STAFF)

Preparing for Your Configuration Only (No Data Import Purchased) (STAFF)

CRM Orientation Course 4 - Configuration-Only Track

Importing Your Account Data (STAFF)

Managing Campaign Communications (STAFF)

Legacy Event Sessions

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

Account Management

In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.

Preparing for Your Assisted Self-Import Neon CRM Data Conversion (STAFF)_ V1 ( INACTIVE)

CRM Orientation Course 4 - Assisted Self-Import Track

Introduction to CRM Reporting (STAFF)

Common Reporting Scenarios (STAFF)

Advanced CRM Reporting (STAFF)

Preparing for Your Custom Neon CRM Data Conversion (STAFF) _ V1 (INACTIVE)

CRM Orientation Course 4 - Custom Data Conversion Track

Communicating with System Users

In this course you will learn how to use various tools and features to coordinate tasks and communication between system users, within Neon CRM

Adding & Renewing Memberships (STAFF)

Membership Intensive

Preparing for Your Assisted Self-Import Neon CRM Data Conversion_V1 (INACTIVE)

CRM Orientation Course 4 - Assisted Self-Import Track

Preparing for Your Neon CRM SimpleStart

CRM Orientation Course 4 - SimpleStart Track

Preparing for Your Custom Neon CRM Data Conversion_ V1 (INACTIVE)

CRM Orientation Course 4 - Custom Data Conversion Track

Orientation Watch It What's New Course Data Read It Beginner

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

This course provides learners an overview of importing event registration data into Neon CRM via the Import Manager.

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

CRM Orientation Course 4 - Standard Data Conversion Track

Importing Your Account Data

This course provides learners an overview of importing account data into Neon CRM using the Import Manager.

Importing Your Donation Data

This course provides learners an overview of importing donation data into Neon CRM via the Import Manager.

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

Managing Campaign Communications

In this course you will learn how to use multiple sources for crafting the best audience and tracking the success of your campaigns using CRM statistics.

Communication Course Email Statistics Email Audiences Email Campaigns

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

Welcome to Neon CRM (STAFF)

Constituent Login Portal

Course Fundraising Custom Web Pages Timesheets Email Link Authentication Custom Forms Member Directory CRM Event Management

CRM Account Forms

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

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 Registration Forms

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

Volunteer Management (STAFF)

Supplementary Transaction Modules (Staff)

Watch It: Creating a Membership Form

Preparing for Your Neon CRM Standard Data Import

CRM Orientation Course 4 - Standard Data Import Track

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

Watch It: Creating a Free Legacy Event

Watch It: Set Theme and Configure Legacy Event Registration Form

Watch It: Creating a Single Admission Legacy Event

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

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

Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)

In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.

Joining & Renewing Memberships_V2 (INACTIVE)

In this course you will learn how to create custom membership fields based on membership level. You will also learn how to renew memberships and add sub-members.

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

Communicating with System Users (STAFF)

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)

Account Management

In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.

Constituent Login Portal

Course Fundraising Custom Web Pages Timesheets Email Link Authentication Custom Forms Member Directory CRM Event Management

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

Eventbrite (STAFF)

Learn how to link Neon CRM with an existing Eventbrite account.

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

Neon CRM Fundamentals _ V1 (INACTIVE)

CRM Orientation Course 3

Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms

System Communications

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

System Emails System Letters Communication Course Fundraising CRM Event Management

Watch It: Setting Membership Levels & Terms

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

Watch It: Creating a Membership Form

Watch It: Editing Membership Settings

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

Watch It: Setting Membership Terms

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

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

Watch It Data Membership Beginner 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

Preparing for Your Neon CRM Standard Data Import

CRM Orientation Course 4 - Standard Data Import Track

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

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

Watch It Beginner Set Up Event Registrations CRM CRM Client Orientation

CRM Account Forms

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

Neon CRM Fundamentals

CRM Orientation Course 3

Account Management

In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.

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

System Communications

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

System Emails System Letters Communication Course Fundraising CRM Event Management

Preparing for Your Neon CRM SimpleStart

CRM Orientation Course 4 - SimpleStart Track

Neon CRM Fundamentals _ V1 (INACTIVE)

CRM Orientation Course 3

Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms

System Communications

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

System Emails System Letters Communication Course Fundraising CRM Event Management

Neon CRM Fundamentals _ V1 (INACTIVE)

CRM Orientation Course 3

Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms

Preparing for Your Custom Neon CRM Data Conversion_ V1 (INACTIVE)

CRM Orientation Course 4 - Custom Data Conversion Track

Orientation Watch It What's New Course Data Read It Beginner

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

Watch It: Creating a Free Legacy Event

Watch It: Set Theme and Configure Legacy Event Registration Form

Watch It: Creating a Single Admission Legacy Event

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

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

Read It: Creating a Donation Form Custom Field

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

Individual Communications

In this course, you will learn about communications features available in the CRM for sending emails and letters to one constituent at a time.

Newsletters Communication Course External Email Emails Personalized Communication CRM

System Communications

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

System Emails System Letters Communication Course Fundraising CRM Event Management

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.

Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)

In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.

Joining & Renewing Memberships_V2 (INACTIVE)

In this course you will learn how to create custom membership fields based on membership level. You will also learn how to renew memberships and add sub-members.

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

Neon CRM Fundamentals _ V1 (INACTIVE)

CRM Orientation Course 3

Forms Watch It What's New Create It Practice It Course Read It Beginner Set Up Store Purchases Membership Settings Donations Custom Theme Reports Dashboard CRM Transactions Creating a new Account Editing Membership Settings Membership Terms

System Communications

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

System Emails System Letters Communication Course Fundraising CRM Event Management

Preparing for Your Assisted Self-Import Neon CRM Data Conversion_V1 (INACTIVE)

CRM Orientation Course 4 - Assisted Self-Import Track

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 Fundraising: Campaigns

In this course you will learn the difference between a campaign, fund and purpose along with how to create campaigns

Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)

In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.

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)

Constituent Login Portal

Course Fundraising Custom Web Pages Timesheets Email Link Authentication Custom Forms Member Directory CRM Event Management

CRM Account Forms

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

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 Registration Forms

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

Volunteer Management (STAFF)

Supplementary Transaction Modules (Staff)

Watch It: Creating a Membership Form

Preparing for Your Neon CRM Standard Data Import

CRM Orientation Course 4 - Standard Data Import Track

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

Watch It: Creating a Free Legacy Event

Watch It: Set Theme and Configure Legacy Event Registration Form

Watch It: Creating a Single Admission Legacy Event

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

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

Preparing to Add and Renew Memberships formerly Creating Memberships _V1(INACTIVE)

In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.

Joining & Renewing Memberships_V2 (INACTIVE)

In this course you will learn how to create custom membership fields based on membership level. You will also learn how to renew memberships and add sub-members.

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