Fast Track Courses

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

How Data Enters Neon

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

Introduction to Neon CRM

Neon CRM Account and Donation Form Builder

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

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

Course Email Marketing Subscriptions CRM

Orientation to Transactions

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

Payment Processing

Course Finance Fundraising Payment Gateways CRM Event Management

Course Data Dashboards Saved Reports One-Click Reports CRM

Reporting for Accounting

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

Reporting for Fundraisers

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

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 Neon CRM Standard Data Import _ V1 (INACTIVE)

CRM Orientation Course 4 - Standard Data Conversion Track

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.

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 CRM Reporting_ V1 (INACTIVE)

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

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

Neon CRM Fundraising: Campaigns

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

Peer-to-Peer Fundraising

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

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

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

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

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.

Importing Your Event Registration Data

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

Neon CRM Donation Forms

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

Neon CRM Membership Forms

In this course you will learn the steps for setting up and creating membership forms in Neon CRM. This course will take approximately 25 minutes to complete.

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

Creating Events

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

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

Common Reporting Scenarios

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

Advanced CRM Reporting

In this course you will learn about advanced reporting features

Introduction to CRM Reporting

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

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.

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.

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.

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.

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.

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.

Advanced Fundraising

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

Test for Task-Based Learning Paths

Test CRM Course for Task-Based Learning Path

This is a test.

Adding and Renewing Memberships

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

Advanced Workflows_V1 (Inactive)

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

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.

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.

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.

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.

Advanced Workflows

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

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.

The Catalyst Initiative

Catalyst for Sustainable Impact

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.

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.

Moves Management

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

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

Learn how to enable the Add-On Donation feature.

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.

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.

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

Learn how to assign tickets to an individual attendee.

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.

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.

CRM Overview (4:18 min)

Learn the basics of Neon CRM navigation.

Adding a User (2:20 min)

Learn how to add a new user to 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 (Guided 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.

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.

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.