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Neon CRM Allocations: Campaign, Fund & Purpose
- Campaign Overview
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Lesson 1 - Basics of a Campaign
- Creating a Campaign
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Lesson 1 - Watch It: Creating a Campaign
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Lesson 2 - Create It: Creating a Campaign
- Using the Campaigns List Page
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Lesson 1 - Watch It: Using the Campaigns List Page
- Soft Credits
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Intro to Soft Credits & Adding Soft Credits
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Soft Credit Distribution Rules
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Reporting on Soft Credits
- Pledges
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Entering & Managing Pledges in Neon CRM
- Conclusion
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Review and Key Takeaways
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Activity
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In your own words:
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Goodbye!
Neon CRM Fundraising (STAFF)
Learning Objectives:
- Examine the role of a campaign in fundraising
- Identify the difference between a campaign, fund, and purpose
- Examine the elements for consideration when creating a campaign
- Create a new campaign
- Examine the features available on the Campaigns list page
- Add & Report on Soft Credits
- Create, Manage and Report on Pledges