Neon Web Studio All Courses
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Websites Resources
How Websites Connect with CRM Forms and Events
This course reviews how CRM widgets integrate with Neon Websites pages.
Neon Websites: Launch and Go Live
This course provides a brief overview of how to publish your website and make it live.
Neon Websites: Redesign Process
This course provides an overview of the steps in the redesign process for your website.
Neon Websites: Content Writing Tips
This course provides content writing tips for your website.
Neon Websites: Membership Features
This course introduces users to the basic membership features offered in Neon Websites, including creating a membership access page.
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
Watch It: Updating Membership Forms to Include Custom Fields
Neon Web Studio: Product Offerings
Ticket Builder
In this course, you will learn how to set up and use Ticket Builder for your events or fundraising campaigns.
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)
Begin Here!
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
Watch It: Start Building a New Membership
Watch It
Membership
Beginner
Set Up
Memberships
CRM
Neon Membership
CRM Client Orientation
Read It: Adding a Logo, Favicon, and Header Image
Orientation
Adding a logo
Read It
Beginner
Set Up
CRM
CRM Client Orientation
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
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
Create It: Importing Your Event Registration Data
Create It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
Practice It: Creating a Letter Version
System Letters
Communication
Practice It
Beginner
Set Up
Letters
CRM
CRM Client Orientation
Practice It: Adding Member-Only Content Pages
Read It: Topics and Categories
Fundraise Donation Settings
This course illustrates how to use donation settings in Fundraise.
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.
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.
Fundraise Registration
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
Recommitment in 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.
Read It: Performing an Account Batch Update
Watch It: Adding a Logo, Favicon, and Header Image
Orientation
Adding a logo
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Watch It: Creating a Campaign Landing Page
Neon CRM Live Group Training- Membership Basics
1 Course
What Neon Web Studio Won't Do
Course
Web Studio
Effective Staff Supervision – The Big Picture: Legal and Organizational Context
Read It: Adding Sessions
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. This course will take approximately 30 minutes to complete.
Newsletters
Communication
Course
External Email
Emails
Personalized Communication
CRM
Practice It: Create Custom Fields
Create It: Create Custom Fields
Practice It: Registration Discounts
Watch It: Configure Display Settings
Newsletters
Course
Email Marketing
Subscriptions
CRM
Watch It: Creating a Conditional Email - In-Kind Gifts
Orientation
System Emails
Watch It
Communication
Beginner
Emails
Conditional Actions
CRM
CRM Client Orientation
Read It: Editing Membership Settings
Watch It: Turning On and Off CLP Portal Sidebar Menu Options
Watch It: Adding New CLP Portal Sidebar Menu Options
Read It: Unlocking and Editing a Transaction Record
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
Watch It: Adding a User to Neon CRM
Orientation
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
Practice It: Creating a System Email – Event Registration
System Emails
Practice It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
System Communication
Create It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event
Neon CRM Basics for Trial Users
Discover the Basics of Using Neon CRM!
5 Courses
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
Watch It: Viewing Payouts in Neon Pay
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: Importing Your Account Data (With and Without Account IDs)
Watch It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
Practice It: Viewing Payouts in Neon Pay
Read It: Viewing Payouts in Neon CRM
Uploading Bulk Donations
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.
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
Create It: Create a New Membership Level
Create It
Beginner
Set Up
Membership Levels
Memberships
CRM
CRM Client Orientation
Practice It: Syncing Test Transactions to QuickBooks
Watch It: Unlocking and Editing a Transaction Record
Practice It: Unlocking and Editing a Transaction Record
Read It: Adding Merchandise
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
Neon CRM Quick Start (STAFF)
CRM Orientation Course 2
Read It: Copying an Existing Event
Importing Your Event Registration Data (STAFF)
Neon CRM Membership Forms
In this course you will learn the steps for setting up and creating membership forms in Neon CRM.
Read It: Mapping CRM Transactions to QuickBooks
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
Site Builder: Using the Site Builder Bar
In this course, you will learn how to use Site Builder and the Site Builder Bar to create and edit your campaign site.
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
Relaunching and Replicating Campaigns
In this course, you will learn how to relaunch or replicate campaigns.
Practice It: Importing Your Donation Data
Data Conversion
Practice It
Data
Beginner
Set Up
Data Integrations
Donations
CRM
CRM Client Orientation
Navigating Accounts & Reports (Staff)
Sales- Getting to Know Membership Orgs
Migrating Your Data (Staff)
Neon Pay ( Staff)
Leveraging Preconfigured Reports (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.
Event Pricing & Discounts
In this course, you will learn how to add additional ticket types and prices to existing online, general admission, and assigned seating events. You will also learn how to add discount codes.
Watch It: Editing the Status of Multiple Activities
Watch It: Editing the Custom Status of Multiple Prospects
Watch It: Editing Assignee of Multiple Grants
SAMPLE
Create It: Set up Neon Pay
Neon Pay
Orientation
Create It
Beginner
Set Up
CRM Boot Camp Live
Join us for the entire 8 week CRM Boot Camp or choose only the sessions that are most relevant for you!
boot camp
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
Legacy Events Group Training
Fundraiser Dashboard Settings for Fundraisers
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
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
Modifying Prebuilt Automated Emails and Creating Custom Automated Emails
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.
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
How Data Enters Neon
Course
Data
Online Donation Form
Professional Data Import
Data Integrations
Constituent Data
Data Services
CRM
Practice It: Creating a Conditional Email - Legacy Event Reminder
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Conditional Emails
Event Reminder
System Communication
Watch It: Using Dynamic Dates in Criteria
Practice It: Create a Report with Dynamic Dates
Leveraging Preconfigured Reports
In this course you will learn how to access and utilize preconfigured reports within Neon CRM
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.
Introduction to CRM Reporting_ V1 (INACTIVE)
In this course you will learn how to get started with reporting in Neon CRM
PRACTICE Neon Pay Live Training Events
Neon Pay
Read It: Adding New CLP Sidebar Menu Options
Read It: Rename an Option in the CLP Sidebar Menu
Read It: Adding a Discount Code
Fundraise Reporting
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
Reporting Group Training
Read It: Creating a Venue Seat Map
Create It: Conducting a Duplicate Scan
Introduction to Fundraiser Dashboard Settings for Administrators
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
Reporting
Course
Data
Dashboards
Saved Reports
One-Click Reports
CRM
Neon CRM Quick Start (STLP)
CRM Orientation Course 2
Site Headers
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
3 Courses
Orientation
Adding System Users
Welcome
Navigating CRM
Adding a logo
Getting Support
Quick Start
Login to CRM
Implementation
Watch It
Create It
Practice It
Course
Read It
Beginner
Set Up
System User
CRM Client Orientation
CRM Overview
Orientation Guide
Implementation Worksheet
CRM Transactions
Adding Users
Neon CRM Live Group Training- Communication Basics
1 Course
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 for Task-Based Learning Paths
3 Courses
Test CRM Course for Task-Based Learning Path
This is a test.
Neon CRM Live Group Training- Fundraising Basics
1 Course
Watch It: Executing a Bulk Update
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
Neon CRM Orientation for Configuration Only Data Clients
Neon CRM Orientation for data configuration only clients
3 Courses
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
Payment Processing
Course
Finance
Fundraising
Payment Gateways
CRM
Event Management
Create It: Pre-Configuring Field Values in Neon CRM
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Practice It: Importing Your Membership Data
Practice It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Neon CRM Orientation for Assisted Self-Import Data Clients
Neon CRM Orientation for Assisted Self-Import data clients
3 Courses
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
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
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
Watch It: Integrating Eventbrite into Neon CRM
Watch It
Beginner
Set Up
Eventbrite Integration
CRM
CRM Client Orientation
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 a Letter Campaign – Year-End Tax Letter
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Letter Campaign
System Communication
Year-End Tax Letter
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
Watch It: Pre-Configuring Field Values in Neon CRM
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Create It: Topics and Categories
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
Create It: Importing Your Donation Data
Data Conversion
Create It
Data
Beginner
Set Up
Data Integrations
Donations
CRM
CRM Client Orientation
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
Fundraise
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: Creating an Email Audience - Year-End Appeal
Practice It
Beginner
Set Up
Email Audiences
CRM
CRM Client Orientation
System Communication
Year-End Appeal
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
Neon Pay Disputes
This course provides an overview of how to respond to disputes as well as how to initiate refunds in Neon Pay.
Peer-to-Peer Fundraising Pages for Donors and Fundraisers
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
Neon CRM Account and Donation Form Builder
Course
Page Editor
Form Editor
Theme Editor
Exit Page
General Settings
CRM
Read It: Configure Display Settings
Practice It: Creating a CRM Donation Form
Practice It
Beginner
Donations
Donation Form
CRM
CRM Client Orientation
Create It: Adding a User to Neon CRM
Orientation
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
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
Watch It: Preparing Your Donation Data for Import
Data Conversion
Watch It
Data
Beginner
Set Up
Donations
CRM
CRM Client Orientation
Sales- The Personal Demo
Practice It: Creating a Conditional Letter
System Letters
Communication
Practice It
Beginner
Set Up
Letters
Conditional Actions
CRM
CRM Client Orientation
PRACTICE Arts People Live Training Events
Arts People
Practice It: Importing Your Account Data
Practice It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
Orientation to Transactions
Course
Data
Finance
Store Purchases
Event Registrations
Memberships
Donations
CRM
Event Management
Create It: Preparing Your Membership Data for Import
Create It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Practice It: Adding a Logo, Favicon, and Header Image
Orientation
Adding a logo
Practice It
Beginner
Set Up
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
Reporting for Accounting
Course
Finance
Executive Reports
Daily Reports
Finance Reports
Incomplete Transactions
Open Pledges
CRM
Fundraising Pages for Nonprofits
This course prepares nonprofits to create and manage peer-to-peer fundraisers for nonprofits.
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.
Neon Pay Reporting
This course provides a brief overview of Monthly Statement Reports and how to create Charge Reports in the Neon Pay platform.
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
Giving Days
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
Registration Basics for Hosts
This course prepares Hosts to manage registration submissions in the Giving Days platform.
Inherited Settings
This course demonstrates how to organize Neon Fundraise campaigns into groups, as well as how to configure, override, and clear inherited settings.
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
The Catalyst Initiative Live Events
This course will provide all the meeting links for any Catalyst Initiative live events.
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.
Create It: Preparing Your Donation Data for Import
Data Conversion
Create It
Data
Beginner
Set Up
Data Integrations
Donations
CRM
CRM Client Orientation
Practice It: Creating an Email Version
Orientation
System Emails
Communication
Practice It
Beginner
Emails
CRM
CRM Client Orientation
Create It: Importing Your Membership Data
Create It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Watch It: Creating a CRM Donation Form
Watch It
Beginner
Donations
Donation Form
CRM
CRM Client Orientation
Forms (Staff)
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.
Creating Events
In this course you will learn how to create several types of events using the new Events module available in 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
Watch It: Creating an Online Event
Create It: Creating an Online Event
Watch It: Creating a Venue Event with Assigned Seating
Neon CRM Communications Online
Module 3
2 Courses
Neon CRM Fundamentals
CRM Orientation Course 3
Neon CRM Reports Online
Module 4
3 Courses
Neon CRM Account Basics Online
Module 1
3 Courses
Read It: Activating a One-Click Workflow
Read It: Cloning a One-Click Workflow
Read It: Testing a One-Click Workflow
Common Reporting Scenarios
In this course you will learn how to access and create common reports
Watch It: Savings Report Configurations
Watch It: Sharing a Report
Neon Fundraise: Endurance Challenges
In this course you will learn how to plan and run a successful Endurance Challenge with Neon Fundraise.
Bulk User Administration: Registering & Editing Users
In this course, you will learn how to bulk register new users and edit existing users.
Neon CRM Fundraising Online
Module 5
2 Courses
Read It: Creating a General Admission Seating Event
Read It: Creating an Assigned Seating Event
Read It: Creating an Online Event
Neon CRM Events Online
Module 6
7 Courses
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
Module 2
2 Courses
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.
Tributes, Notifications, & eCards
In this course you will learn how to add a Tribute section, and how to customize Notifications and Cards.
Moves Management Online
Module 7
1 Course
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
Volunteer Management
Learn the Basics of Volunteer Management in Neon CRM!
3 Courses
Fundraising and Campaigns
Learn the Basics of Creating Fundraising Campaigns in Neon CRM!
6 Courses
Read It: Accessing Live CRM Training
Neon Fundraise: Integration with Neon CRM
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
Websites
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
CRM
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
Memberships
Learn the Basics of Creating Memberships Settings and Membership Forms in Neon CRM!
4 Courses
Legacy Events
Learn the Basics of Creating Legacy Events in Neon CRM!
5 Courses
Importing Data
Learn How to Import Various Types of Data into Neon CRM!
5 Courses
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.
New Events
Learn the Basics of Creating Events in Neon CRM!
4 Courses
Watch It: Creating Membership Due and Overdue Emails
System Emails
Watch It
Communication
Membership
Beginner
Set Up
Emails
CRM
CRM Client Orientation
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
Managing Registrants in the Admin Portal
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.
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
Neon Fundraise: Campaign Types & Creating Campaigns
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.
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.
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
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.
Watch It: Completing the Event Check-In Process - Manual Check-In
Create It: Completing the Event Check-In Process - Manual Check-In
Watch It: Creating a Campaign
Read It: Completing the Event Check-In Process
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.
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.
Read It: Adding a New Ticket Type to an Existing Assigned Seating 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
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
34 Courses
Neon Fundraise: Fulfilling and Reporting On Pledges
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.
Neon CRM Fundraising: Campaigns
In this course you will learn the difference between a campaign, fund and purpose along with how to create campaigns
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: Customizing Your Media Library, Campaign Dictionary, and Social Share Settings
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
3 Courses
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
Custom Fields
Create It: Building a Membership Custom Field
Watch It: Building a Membership Custom Field
Watch It
Membership
Beginner
Set Up
CRM
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: 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
This course demonstrates how to develop navigation menu pages for frequently asked questions, sponsors, and a blog in Fundraise.
Campaign and Event Communications (STAFF)
Creating Memberships (Staff)
Individual Communications (STAFF)
Neon CRM Fundamentals (STAFF)
CRM Orientation Course 3
Neon CRM Fundraising: Campaigns (STAFF)
Peer-to-Peer Fundraising (STAFF)
Importing Your Donation Data (STAFF)
Neon CRM Donation Forms (STAFF)
Providing Member Benefits in Neon CRM (STAFF)
Introduction to Event Creation (STAFF)
In this course you will learn how to use basic and advanced features for creating an event.
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)
Legacy Event Sessions
In this course you will learn how to use Legacy Event Sessions.
Managing Campaign Communications (STAFF)
Preparing for Your Assisted Self-Import Neon CRM Data Conversion (STAFF)_ V1 ( INACTIVE)
CRM Orientation Course 4 - Assisted Self-Import Track
Account Management
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes. This course will take apx. 60 mins)
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 Neon CRM Guided Data Conversion
CRM Orientation Course 4 - Guided Data Conversion Track
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 Premium Data Import
CRM Orientation Course 4 - Premium Data Import 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 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
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
CRM Orientation Course 4 - Standard Data Import Track
Importing Your Account Data
This course provides learners an overview of importing account data into Neon CRM using the Import Manager.
Preparing for Your Standard Neon CRM Data Conversion_ V1 (INACTIVE)
CRM Orientation Course 4 - Standard Data Conversion Track
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.
Neon Fundraise: Matching Gifts
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.
Social Media
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)
Begin Here!
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
Communication Group Training
Moves Management
Course
Activities List
Grants
Prospects
CRM
Membership Group Training
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.
Fundraising Group Training
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)
Begin Here!
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.
Creating Memberships (Staff)
Account Management
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes. This course will take apx. 60 mins)
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: Campaigns (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
In this course, you will learn how to add additional ticket types and prices 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 new Events module available in Neon CRM.
Peer-to-Peer Fundraising (STAFF)
Campaign and Event Communications (STAFF)
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.
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
Communication Group Training
Preparing for Your Standard Neon CRM Data Conversion_ 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: 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
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
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. This course will take apx. 60 mins)
Moves Management
Course
Activities List
Grants
Prospects
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
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
Membership Group Training
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
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 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
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
In this course, you will learn how to add additional ticket types and prices 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 new Events module available 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.
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. This course will take approximately 30 minutes to complete.
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
Neon CRM Membership Forms
In this course you will learn the steps for setting up and creating membership forms in 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 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
Fundraising Group Training
Watch It: CRM Overview
Orientation
Navigating CRM
Watch It
Beginner
CRM
CRM Client Orientation
CRM Overview
Watch It: Adding a User to Neon CRM
Orientation
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
Watch It: Creating a Custom Web Theme
Themes
Watch It
Beginner
Page Editor
Theme Editor
CRM
CRM Client Orientation
Custom Theme
Watch It: Customizing your Organization Profile
Orientation
Customize Organization Profile
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Watch It: Creating a New Account
Orientation
Account Management
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Creating a new Account
Watch It: Create & Approve a Volunteer Time Sheet
Watch It: Creating a New Volunteer Project
Watch It: Applying for a Volunteer Project & Approving Pending Applicants
Watch It: Creating an Online Event
Watch It: Creating a Venue Event with General Admission Seating
Watch It: Completing the Event Check-In Process - Manual Check-In
Watch It: Completing the Event Check-In Process - QR Code Scan Check-In
Watch It
Intermediate
Events
Optional
CRM
Event Check-In
QR Code
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.
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
Welcome to Neon CRM (STAFF)
Begin Here!
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
Communication Group Training
Moves Management
Course
Activities List
Grants
Prospects
CRM
Membership Group Training
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.
Fundraising Group Training
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