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Neon CRM Donation Forms (STAFF)

Course 1 of 1 in Trial User Neon CRM Basics

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About this course

Learning Objectives:

  • Examine the role of Neon CRM donation forms in campaigns
  • Create donation form custom fields
  • Pre-configure donation form payment options
  • Create a donation form in the Form Builder
  • Create a legacy donation form

Curriculum

  • Course Introduction
  • Donation Forms in Neon CRM
  • Overview of Donation Forms in Neon CRM
  • Before You Can Create Your Donation Form...
  • Lesson 1 - Steps to Take Before Creating a Donation Form
  • Lesson 2 - Watch It: Enabling Account Match in Neon CRM
  • Lesson 3 - Create It: Enabling Account Match in Neon CRM
  • Lesson 4 - Watch It: Creating Custom Donation Form Fields
  • Lesson 5 - Create It: Creating Custom Donation Form Fields
  • Lesson 6 - Watch It: Pre-Configuring Donation Form Payment Options
  • Lesson 7 - Create It: Pre-Configuring Donation Form Payment Options
  • Creating a Donation Form in the Form Builder
  • Lesson 1 - Watch It: Creating a Donation Form in the Form Builder
  • Lesson 2 - Create It: Creating a Donation Form in the Form Builder
  • Creating a Legacy Donation Form
  • Lesson 1 - Watch It: Creating a Legacy Donation Form
  • Lesson 2 - Create It: Creating a Legacy Donation Form
  • Conclusion
  • Review
  • Resources
  • Untitled Section
  • Activity - Donation Forms
  • Staff Evaluation
  • Goodbye!
  • Share Your Feedback

About this course

Learning Objectives:

  • Examine the role of Neon CRM donation forms in campaigns
  • Create donation form custom fields
  • Pre-configure donation form payment options
  • Create a donation form in the Form Builder
  • Create a legacy donation form

Curriculum

  • Course Introduction
  • Donation Forms in Neon CRM
  • Overview of Donation Forms in Neon CRM
  • Before You Can Create Your Donation Form...
  • Lesson 1 - Steps to Take Before Creating a Donation Form
  • Lesson 2 - Watch It: Enabling Account Match in Neon CRM
  • Lesson 3 - Create It: Enabling Account Match in Neon CRM
  • Lesson 4 - Watch It: Creating Custom Donation Form Fields
  • Lesson 5 - Create It: Creating Custom Donation Form Fields
  • Lesson 6 - Watch It: Pre-Configuring Donation Form Payment Options
  • Lesson 7 - Create It: Pre-Configuring Donation Form Payment Options
  • Creating a Donation Form in the Form Builder
  • Lesson 1 - Watch It: Creating a Donation Form in the Form Builder
  • Lesson 2 - Create It: Creating a Donation Form in the Form Builder
  • Creating a Legacy Donation Form
  • Lesson 1 - Watch It: Creating a Legacy Donation Form
  • Lesson 2 - Create It: Creating a Legacy Donation Form
  • Conclusion
  • Review
  • Resources
  • Untitled Section
  • Activity - Donation Forms
  • Staff Evaluation
  • Goodbye!
  • Share Your Feedback