​
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.
Enroll
Legacy Peer-to-Peer Fundraising
In this course you will learn how to create a peer-to-peer campaign in Neon CRM
Enroll
Social Media
In this course you will learn ways to use social media with your CRM
Enroll
Communication Course Share Forms Online Linkedin Facebook Twitter CRM
Legacy Event Global Settings
In this course you will learn how to use Legacy Event Global Settings
Enroll
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.
Enroll
Importing Your Event Registration Data for New Neon CRM Clients
In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.
Enroll
Neon CRM Donation Forms
In this course you will learn the steps for setting up and creating donation forms in Neon CRM.
Enroll
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.
Enroll
Leveraging Preconfigured Reports
In this course you will learn how to access and utilize preconfigured reports within Neon CRM
Enroll
Creating Events
In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.
Enroll
Common Reporting Scenarios
In this course you will learn how to access and create common reports
Enroll
Introduction to CRM Reporting
In this course you will learn how to get started with reporting in Neon CRM
Enroll
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.
Enroll
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.
Enroll
Create a Seat Map
In this course, you will learn how to create a seat map for your venue, including adding notable amenities such as exits, bathrooms, and concessions. You will also learn how to add seating tiers to define seat pricing levels when creating an event.
Enroll
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.
Enroll
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.
Enroll
Advanced Fundraising
In this course you will learn about advanced fundraising features including Pledges, Soft Credits, and Split donations.
Enroll
Advanced
Test for Task-Based Learning Paths
Enroll
1 Course
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.
Enroll
Events Waitlists
In this course, you will learn how to utilize the waitlist feature in the Next Generation Events module. You will also learn how to sell tickets as they become available for constituents on a Priority Listing waitlist. This full course will take approximately 30 minutes to complete.
Enroll
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.
Enroll
Preparing to Add and Renew Memberships_V1 (INACTIVE)
In this course, you will learn how to prepare to add and renew memberships. This course will take approximately 20 minutes.
Enroll
Advanced Workflows
This course examines how to build custom workflows in Neon CRM. This course will take approximately 40 minutes to complete.
Enroll
Advanced
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.
Enroll
The Catalyst Initiative
Catalyst for Sustainable Impact
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.
Enroll
Moves Management
In this course you will learn about moves management features that track and record your activities, grants, and prospects
Enroll
Enable the Add-On Donation Feature (3:45)
Learn how to enable the Add-On Donation feature.
Enroll
Purchase Tickets for a General Admission or Online Event on Behalf of a Constituent (4:08)
Learn how to purchase tickets for a general admission or online event on behalf of a constituent.
Enroll
Purchase Tickets for an Assigned Seating Event on Behalf of a Constituent (4:13)
Learn how to purchase tickets for an assigned seating event on behalf of a constituent.
Enroll
Assign a Ticket to an Individual Attendee (3:51)
Learn how to assign a ticket to an individual attendee for an event.
Enroll
Check In an Attendee for an Event - Manual Check-In (2:06)
Learn how to manually check in attendees for an event.
Enroll
Check In an Attendee for an Event - Ticket Scanner (4:21)
Learn how to check in attendees for an event using a ticket scanner.
Enroll
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.
Enroll
CRM Overview (4:18)
Learn the basics of Neon CRM navigation.
Enroll
Preparing and Exporting Your Current Data for Neon CRM (SimpleStart)
This course guides you through preparing and exporting your current data for import into Neon CRM.
Enroll
Create and Utilize Event Custom Fields (4:58)
Learn how to create and use event custom fields.
Enroll
Test Path - Jeffrey
Enroll
0 Courses
Manage CRA Receipts
Learn how to manage CRA receipts in Neon CRM.
Enroll
Use the External Letter Merge (2:00)
Enroll
Create an Email Audience - Year-End Appeal (3:31)
Learn how to create an email audience in Neon CRM to support your year-end appeal.
Enroll
Create a Conditional Email - Legacy Event Reminder (3:06)
Learn how to create a conditional legacy Event Reminder email in Neon CRM.
Enroll
Create a System Email - Event Registration (2:27)
Learn how to create and customize Event Registration system emails in Neon CRM.
Enroll
Create a New Report (2:23)
Learn how to create a new report in Neon CRM.
Enroll
Edit Report Criteria and Columns (4:14)
Learn how to edit report criteria and columns in Neon CRM.
Enroll
Export a Report (1:39)
Learn how to export a report in Neon CRM.
Enroll
Save Report Configurations (2:58)
Learn how to save report configurations in Neon CRM.
Enroll
Share a Report (2:17)
Learn how to share a report in Neon CRM.
Enroll
Add a Portal Login Message (2:38)
Learn how to add a login message for the Constituent Login Portal in Neon CRM.
Enroll
Add New Constituent Login Portal Sidebar Menu Options (1:42)
Learn how to add or remove options from the Constituent Login Portal sidebar menu.
Enroll
Rename an Option in the CLP Portal Sidebar Menu (1:02)
Learn how to rename an option in the Constituent Login Portal sidebar menu.
Enroll
Add a Membership Directory (3:00)
Learn how to add a Membership Directory in Neon CRM.
Enroll
Add Member-Only Content Pages (2:38)
Learn how to add member-only content pages in Neon CRM.
Enroll
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.
Enroll