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Neon One Live Trainings

Neon CRM Adoption Solutions

Neon One CRM Adoption Solutions are designed to support CRM clients post implementation. These solutions can be used independently or together to support your utilization of the CRM for managing fundraising, memberships or events.

Live Bootcamp Q & A Bootcamp Live Bootcamp Task-based learning Paths Adoption Solutions

Practice It: Communicating About CRM Files

Communication Practice It Beginner Set Up CRM Files

Practice It: Completing a Neon Websites Worksheet for Step 1 in Week 1

Practice It Beginner Set Up Neon Websites Websites Overview

Practice It: Configuring a Parent Setting at the Organization Entity Level

Practice It Advanced Set Up Fundraise Administrators Parent Settings

Practice It: Creating a CRM Account Form

Practice It Beginner Set Up Forms & Pages Account Forms

Practice It: Creating a CRM Membership Form

Practice It Membership Beginner Set Up CRM Form Builder

Practice It: Creating a Custom Automated Email

Intermediate Practice It Set Up Fundraise Admin Email Communications Automated Emails

Practice It: Creating an Email Audience

Communication Practice It Beginner Set Up Email Audiences CRM

Practice It: Creating a Fundraise Team

Practice It Beginner Set Up Fundraise Fundraising Team Administrators

Practice It: Creating and Editing Milestones

Practice It Set Up Neon Giving Days Giving Days Hosts Back-End Records Milestones

Practice It: Creating an Email Condition for the CRM Donation Form

Practice It Beginner Fundraising Set Up Donation Form CRM Email Conditions

Preparing for Your Neon CRM Guided Data Conversion

CRM Orientation Course 4 - Guided Data Conversion Track

Beginner Set Up CRM

Preparing for Your Neon CRM Premium Data Import

CRM Orientation Course 4 - Premium Data Import Track

Beginner Set Up CRM

Importing Your Account Data

This course provides learners an overview of importing account data into Neon CRM using the Import Manager.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement

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 Maintenance Set Up Optional CRM Account Match Match Queue Bulk Update Account Batch Update Authentication Login Duplicate Scan Data Entry & Reporting

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.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

Practice It: Creating a New Volunteer Project

Intermediate Events Practice It Set Up CRM Event Management Volunteer Project

Importing Your Donation Data

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

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement

Practice It: Creating Custom Fields for a CRM Membership Form

Practice It Membership Beginner Set Up CRM Custom Fields

Practice It: Creating a System Email – Event Registration

System Emails Intermediate Communication Practice It Set Up Event Registrations CRM System Communication

Practice It: Setting up Retail Items

Practice It Set Up Arts People Setup Retail Items

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.

Catalyst Initiative Constituent Relationship Management Donor Survey Data Maintenance Data Inventory

Preparing for Your Neon CRM Standard Data Import

CRM Orientation Course 4 - Standard Data Import Track

Beginner Set Up CRM

Practice It: Setting Up Memberships

Practice It Set Up Memberships Arts People Setup Recurring Donations Membership Types

Practice It: Setting Up Donations

Practice It Set Up Donations Arts People Setup Donation Types Campaigns Funds appeals

Practice It: Selecting Site Colors and Fonts

Practice It Beginner Set Up Fundraise Your Campaign Website Colors & Fonts Site Builder

Practice It: Running a Report to Locate a Member ID

Intermediate Practice It Set Up Fundraise Administrators Bulk Donations ID Reports

Practice It: Registration Discounts

Intermediate Events Practice It Set Up CRM Registration Coupon Codes

Practice It: Reviewing Neon Websites Templates for Step 1 in Week 1

Practice It Beginner Set Up Neon Websites Websites Overview

Individual Communications

In this course you will learn how to send individual and external emails and letters

Communication with Constituents Campaign Emails Communication Beginner Set Up Email Audiences Emails CRM External Letter Merge Constituent Relationship Management

Practice It: Relaunching a Fundraising Campaign

Practice It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

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 Acknowledgements Watch It Create It Communication Practice It Course Beginner Set Up Letters Emails CRM Email version Letter templates Email schedules Email series Conditional email Acknowledgment letters Constituent Relationship Management

Practice It : Registration Builder

Practice It Beginner Set Up Fundraise Registration Members, Registration, and Login

Practice It: Registering as a Returning Nonprofit

Practice It Set Up Neon Giving Days Giving Days Registration Nonprofits Returning Nonprofit

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.

Campaign Letters Intermediate Communication Course Maintenance Set Up Email Campaigns CRM Campaign Creation Import Live Report Newsletter Subscription Donation Summary Email Reports Building Awareness

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.

Intermediate Set Up Fundraise Admin Email Communications Automated Emails

Arts People: Marketing

In this course, you will learn how to use the Marketing tools in Arts People.

Set Up Email Marketing Emails Arts People Marketing Exporting Lists Mailing List Targeted Lists

Practice It: Printing a System Letter

System Letters Communication Practice It Beginner Set Up Letters CRM

Practice It: Organizing Your Campaigns into a Group

Practice It Advanced Set Up Fundraise Campaigns Administrators

Practice It: Navigating Within the Neon CCM Layout

Importing Your Event Registration Data

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

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement

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.

System Emails System Letters Campaign Emails Campaign Letters Intermediate Communication Events Course Set Up Letters Email Audiences Email Campaigns Event Registrations CRM Conditional Emails Conditional email Event Reminder Letter Campaign System Communication Year-End Appeal Year-End Tax Letter Fundraising Success

How Websites Connect with CRM Forms and Events

This course reviews how CRM widgets integrate with Neon Websites pages.

Beginner Set Up CRM Neon Websites Websites Account Widgets Website Builder Dynamic Pages Neon Events

Creating Events

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

Events Beginner Set Up CRM Venue Event Online Event General Admission Seating Assigned Seating Seat Map

Legacy Event Form Creation Process

Learn how to create and manage basic event registration forms in Neon CRM and be introduced to some of the advanced features in Events.

Learn how to link Neon CRM with an existing Eventbrite account.

Watch It Create It Events Course Beginner Set Up Eventbrite Integration CRM Event Management Eventbrite

Legacy Event Global Settings

In this course you will learn how to use Legacy Event Global Settings

Intermediate Events Set Up CRM Event Management Custom Fields Discount Registration Coupon Codes Display Settings Topics Categories

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.

Intermediate Events Set Up CRM Online Event Ticket Type Discount Code General Admission Seating Assigned Seating

Introduction to Legacy Event Creation

In this course you will learn how to use basic and advanced features for creating a legacy event.

Events Beginner Set Up Event Types Creating an Event Event Sessions Single Event Quick Reports Event Settings CRM Event Management Free Event Multiple Ticket Prices One Attendee Conditional Ticket Prices Multiple Attendees

Legacy Event Sessions

In this course you will learn how to use Legacy Event Sessions.

Intermediate Events Set Up Event Sessions CRM Event Management Sessions Merchandise

Read It: Testing a One-Click Workflow

Read It Beginner Set Up CRM Workflows One-Click Workflows

Constituent Login Portal

In this course you will learn the benefits of the Constituent Login Portal and tasks that can be performed by your constituents

Intermediate Program Management Set Up Member Directory CRM Portal Login Message Sidebar Menu Options Content Page

Peer-to-Peer Fundraising

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

Intermediate Fundraising Optional CRM CRM Fundraising Peer-to-Peer Campaign Individual Fundraisers Campaign Team

Neon CRM Fundraising: Campaigns

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

Fundraising Set Up Fundraising Campaigns Donation Form CRM Custom Fields Campaign List Page Campaign Creation CRM Fundraising Purpose Fund Campaigns Fundraising Success Landing Page Goal Meter

Advanced Fundraising

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

Fundraising Advanced Maintenance Set Up CRM Soft Credits Pledges Pledge Payments pledge invoices Soft Credit Recipient acknowledgement email Split Donations

Legacy Event Registration Forms

In this course you will learn how to use basic and advanced event registration features.

Themes Events Beginner Set Up Event Registrations CRM Event Management Custom Fields Waiver

Neon CRM Donation Forms

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

Beginner Fundraising Set Up Donation Form CRM Donation Form Payment Donation Form Builder Email Conditions

CRM Account Forms

In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.

Beginner Set Up CRM Custom Fields Forms & Pages Email Conditions Account Forms

Creating Memberships

In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.

Membership Beginner Set Up Membership Levels Memberships Membership Settings CRM Neon Membership Membership Terms Complimentary memberships Global memberships Sub-member terms Sub-member pricing

Neon CRM Membership Forms

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

Membership Beginner Set Up CRM Email Conditions Form Builder

Importing Your Membership Data

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

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Neon One Engagement

Watch It: Setting Reminders

Watch It Advanced Set Up CCM Administrators Reminders

Watch It: Additional Box Office Features

Watch It Set Up Arts People Box Office Patron Check-In Orders on Reserve Scan Tickets Seats Available Door Sales

Watch It: Adding a Sponsor Level and a Sponsor

Watch It Beginner Set Up Fundraise Your Campaign Website Sponsors

Watch It: Retrieving Your CRM Organization ID and API Key

Watch It Advanced Set Up Fundraise Integrations API Key Organization ID

Watch It: Adding Homepage Widgets

Watch It Beginner Set Up Fundraise Your Campaign Website Widgets Site Builder

Watch It: Using Dynamic Dates in Criteria

Watch It Advanced Optional CRM Reports Dynamic Dates Data Entry & Reporting

Watch It: Enabling the Account Match Feature

Watch It Data Advanced Set Up CRM Account Match

Watch It: Creating a Campaign Donation Form

Watch It Beginner Fundraising Set Up Donation Form CRM

Watch It: Running Reports to Identify Transactions That Have Soft Credits Applied

Watch It Intermediate Data Optional CRM Soft Credits

Watch It: Add Pages in Neon One Websites

Watch It Beginner Set Up Neon Websites Websites Website Builder Pages

Watch It: Create a Simple Data Report

Watch It: Restricting Pages to Require Log-in

Watch It Intermediate Set Up Neon Websites Websites Website Builder Member Log-In

Watch It: Adding Seat Map Tiers

Watch It Events Advanced Set Up CRM Seat Map Tiers

Watch It: Customizing a Soft Credit Recipient Acknowledgement Email

Watch It Fundraising Advanced Set Up CRM Soft Credits Soft Credit Recipient acknowledgement email

Watch It: Customizing Your Campaign Terms

Watch It Beginner Set Up Fundraise Your Campaign Website Campaign Terms

Watch It: Branding Setup

Watch It Beginner Set Up CRM CRM Client Orientation Branding Setup

Watch It: Creating a New Report

Watch It Data Beginner Optional CRM New Reports

Watch It: Overriding a Parent Setting at the Campaign Entity Level

Watch It Advanced Set Up Fundraise Administrators Parent Settings

Watch It: Releases, Refunds, and Exchanges

Watch It Set Up Arts People Box Office exchanges releases refunds

Watch It: Setting Up Memberships

Watch It Set Up Memberships Arts People Setup Recurring Donations Membership Types

Watch It: Unlocking and Editing a Transaction Record

Watch It Program Management Advanced Maintenance QuickBooks CRM

Watch It: Editing a Prebuilt Automated Email

Watch It Intermediate Set Up Fundraise Admin Email Communications Automated Emails

Watch It: Adding a Discount Code

Watch It Intermediate Events Set Up CRM Discount Code

Watch It: Using the Campaigns List Page

Watch It Beginner Fundraising Set Up CRM Campaign List Page

Watch It: Linking Forms from CRM to Your Website

Watch It Beginner Set Up CRM Neon Websites Websites Website Builder

Watch It: Editing and Modifying a Recurring Donation

Watch It Beginner Set Up Donations Fundraise Recurring Donations

Watch It: Adding an FAQs Section

Watch It Beginner Set Up Fundraise Your Campaign Website FAQ

Watch It: Reviewing an Account's History - Timeline

Account Management Watch It Membership Beginner Set Up CRM Timeline

Watch It: Managing Peer-to-Peer Fundraisers as a Donor or Fundraiser

Watch It Set Up Neon Giving Days Giving Days Fundraising Pages Donors Peer-to-Peer Fundraisers

Watch It: Styling the Individual Fundraiser Web Page and Donation Form

Watch It Intermediate Fundraising Optional CRM Individual Fundraisers

Watch It: Savings Report Configurations

Watch It Beginner Optional CRM CRM Reporting Data Entry & Reporting Report Configurations

Watch It: Giving Individual Fundraisers Access to Their Personal Web Page and Donation Form

Watch It Intermediate Fundraising Optional CRM Individual Fundraisers

Watch It: Editing Emails

Watch It Advanced Set Up Emails CCM Administrators

Watch It: Creating a Free Legacy Event

Watch It Events Beginner Set Up CRM Event Management Free Event

Watch It: Entering an Offline Donation as a Fundraiser

Watch It Beginner Set Up Donations Fundraise Offline Donations

Watch It: Navigating the Home Screen

Watch It: Subscriptions

Watch It Set Up Subscriptions Arts People Box Office

Watch It: Selecting Site Colors and Fonts

Watch It Beginner Set Up Fundraise Your Campaign Website Colors & Fonts Site Builder

Watch It: Creating a Prospect and Adding an Activity

Watch It Fundraising Advanced Optional Prospects CRM Activities Moves Management

Watch It: Uploading New User Registrations

Watch It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registrations New Users

Watch It: Refunding Donations

Watch It Set Up Donations Neon Giving Days Giving Days Hosts Back-End

Watch It: Viewing Sent Emails in the CRM

Communication with Constituents Watch It Communication Beginner Set Up Emails CRM

Watch It: Topics and Categories

Watch It Intermediate Events Set Up CRM Topics Categories

Watch It: Activating a One-Click Workflow

Watch It Beginner Set Up CRM Workflows One-Click Workflows

Watch It: Pre-Configuring Field Values in Neon CRM

Watch It Beginner Set Up CRM CRM Client Orientation Field Values

Watch It: Registering as a Returning Nonprofit

Watch It Set Up Neon Giving Days Giving Days Registration Nonprofits Returning Nonprofit

Watch It: Add an Event Discount

Watch It Intermediate Membership Optional CRM Discount

Watch It: Setting Sub-Member Terms and Pricing

Watch It Membership Beginner Set Up CRM Sub-member terms Sub-member pricing

Watch It: Social Media Sharing

Social Media Watch It Beginner Fundraising Set Up Fundraise

Watch It: Running a Charge Report

Neon Pay Watch It Beginner Set Up Charge Report

Watch It: Preparing Your Fundraiser Pages - First Use

Watch It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Watch It: Reviewing Neon Websites Templates for Step 1 in Week 1

Watch It Beginner Set Up Neon Websites Websites Overview

Watch It: Running an Email Report

Watch It Intermediate Communication Optional CRM Email Reports

Watch It: Create a New Standalone Ticket Page

Watch It Beginner Fundraising Set Up Fundraise Standalone Ticket Page

Watch It: Completing a Neon Websites Worksheet for Step 1 in Week 1

Watch It Beginner Set Up Websites Overview

Watch It: Registering as a New Nonprofit

Watch It Set Up Neon Giving Days Giving Days Registration Nonprofits New Nonprofit

Watch It: Reporting Legacy Events Associated With Campaigns

Watch It Intermediate Data Optional CRM Event Reporting

Watch It: Creating a Venue Event with Assigned Seating

Watch It Events Beginner Set Up CRM Assigned Seating Seat Map

Watch It: Locating and Uploading Files

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Files

Watch It: Setting Up Donations

Watch It Set Up Donations Arts People Setup Donation Types Appeal Campaigns Funds appeals

Watch It: Creating Dynamic Pages

Watch It Beginner Set Up Neon Websites Websites Website Builder Dynamic Pages

Watch It: Creating Tickets and Adding Fields

Watch It Beginner Set Up Fundraise Getting Started Ticket Builder

Watch It: Registration Discounts

Watch It Intermediate Events Set Up CRM Registration Coupon Codes

Watch It: Running a Report to Identify Those Who Should Receive a Year-End Appeal

Watch It Intermediate Data Optional CRM Year-End Appeal

Watch It: Customizing your Organization Profile

Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Configuring Recurring Donations

Watch It Beginner Fundraising Set Up Donations Recurring Donations

Watch It: Bulk Donation Sample Template

Watch It Intermediate Set Up Donations Fundraise Bulk Donations

Watch It: Preparing Your Fundraiser Pages - My Page

Watch It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Watch It: Adding Call-To-Action Buttons

Watch It Beginner Set Up Fundraise Your Campaign Website Buttons Site Builder

Watch It: Global Membership Settings

Watch It Membership Beginner Set Up CRM Global memberships

Watch It: Configuring Your Dashboard

Watch It Set Up Neon Giving Days Giving Days Registration Hosts Dashboard

Practice It: Merging Patron Records

Practice It Set Up Arts People Database Patron Record

Watch It: Creating Custom Fields for a CRM Donation Form

Watch It Beginner Fundraising Set Up Donation Form CRM

Watch It: Create and Edit a Blog Post

Watch It Beginner Set Up Neon Websites Websites Website Builder Blog Posts

Watch It: Adding Fees

Watch It Set Up Arts People Pricing Discounts

Watch It: Editing Email Templates

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Email Templates

Watch It: Recurring Donation Reports

Watch It Beginner Set Up Donations Fundraise Recurring Donations

Watch It: Pre-Configuring Donation Form Payment Options

Watch It Beginner Fundraising Set Up Donation Form CRM Donation Form Payment

Watch It: Creating or Joining a Team

Watch It Beginner Fundraising Set Up Fundraise Fundraising Team

Practice It: Managing Registration Requests as a Host

Practice It Set Up Neon Giving Days Giving Days Registration Hosts Registration Requests

Watch It: Accessing Sync Logs

Watch It Advanced Set Up Fundraise Integrations Sync Logs

Watch It: Knowing When to Use Neon Websites Versus Neon CRM

Watch It Beginner Set Up Neon Websites Websites Overview

Watch It: Getting Ready for Your Donation Data Import

Watch It Data Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Merging Users

Watch It Beginner Set Up Fundraise Administrators Merging Users

Watch It: Using Your BCC email Address and External Email Forwarding Address

Communication with Constituents Watch It Communication Beginner Set Up Emails CRM

Watch It: Connecting Neon CRM with QuickBooks

Watch It Program Management Advanced Set Up QuickBooks CRM

Watch It: Using Workflows to Communicate with System Users

Watch It Communication Beginner Set Up CRM Workflows

Watch It: Adding the Sponsors Widget and Navigation Menu Page in Site Builder

Watch It Beginner Set Up Fundraise Your Campaign Website Sponsors

Watch It: Managing Registration Requests as a Host

Watch It Set Up Neon Giving Days Giving Days Registration Hosts Registration Requests

Watch It: Updating Membership Forms to Include Custom Fields

Watch It Membership Beginner Set Up Membership Forms CRM Custom Fields

Watch It: Creating a Report of Current Members Who Have Not Donated

Watch It Intermediate Data Optional CRM Member Reporting

Watch It: Manually Entering Donations

Watch It Set Up Donations Neon Giving Days Giving Days Hosts Back-End

Watch It: Creating an Email Audience

Watch It Communication Beginner Set Up Email Audiences CRM

Watch It: Allowing Fundraisers to Add Livestreams

Watch It Events Beginner Fundraising Set Up Fundraise Livestreams

Watch It: Adding and Editing a Live Report Source

Watch It Intermediate Communication Set Up CRM Live Report

Watch It: Setting Up User Accounts

Neon Pay Watch It Beginner Set Up User Accounts

Watch It: Adding and Editing Event Administrators

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Event Administrators

Watch It: Creating a Neon CRM Legacy Event

Watch It Advanced Set Up Fundraise Integrations Legacy Events

Watch It: Creating an Email Condition for the CRM Account Form

Watch It Beginner Set Up CRM Forms & Pages Email Conditions Account Forms

Watch It: Legacy Event Waiver Statement

Watch It Events Beginner Set Up Event Registrations CRM Event Management Waiver

Watch It: Creating a Distribution Rule

Watch It Fundraising Advanced Set Up CRM Soft Credits distribution rule

Watch It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event

Watch It Events Beginner Set Up CRM Event Management Multiple Ticket Prices Multiple Attendees

Watch It: Adding a Member-Only Legacy Event

Watch It Intermediate Events Membership Optional CRM

Watch It: Creating a Donation Match

Watch It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Updating Your Neon Fundraise Profile and Notifications

Watch It Beginner Set Up Fundraise Administrators Notifications Profile

Watch It: Managing Basic Information and Milestones within Gives Day Records

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Records Milestones

Watch It: Creating a Newsletter Subscription Form

Watch It Intermediate Communication Set Up CRM Newsletter Subscription

Watch It: Customizing Your Charge Report

Neon Pay Watch It Beginner Set Up Charge Report

Watch It: Add a Member Directory

Watch It Intermediate Program Management Set Up Member Directory CRM

Watch It: Enabling the Endurance Pledge Feature

Watch It Intermediate Set Up Fundraise Endurance Challenge Endurance Pledge

Watch It: Changing Default Fundraiser Page Settings

Watch It Events Beginner Fundraising Set Up Fundraise Default Fundraiser Page

Watch It: Creating a Custom Field

Watch It Beginner Set Up CRM CRM Client Orientation Custom Fields

Watch It: Creating a Recurring Donation

Watch It Beginner Fundraising Set Up Donations Recurring Donations

Watch It: Creating Multiple Ticket Prices, One Admittee Legacy Event

Watch It Events Beginner Set Up CRM Event Management Multiple Ticket Prices One Attendee

Watch It: Manually Resyncing a Record

Watch It Advanced Set Up Fundraise Integrations Sync Record

Watch It: Creating a Pledge

Watch It Fundraising Advanced Set Up CRM Pledges

Watch It: Resending Emails

Watch It Set Up Emails Neon Giving Days Giving Days Hosts Back-End

Watch It: Creating Custom Fields for Campaign Donation Forms

Watch It Beginner Fundraising Set Up CRM Custom Fields

Watch It: Creating Relationships

Watch It Advanced Set Up CCM Administrators Relationships

Watch It: Scheduling Campaign Automation

Watch It Beginner Set Up Fundraise Administrators Campaign Automation

Watch It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

Watch It Intermediate Events Set Up CRM Online Event Ticket Type General Admission Seating

Watch It: Uploading Documents

Watch It Advanced Set Up CCM Administrators Documents

Watch It: Creating Peer-to-Peer Fundraisers as a Nonprofit

Watch It Set Up Neon Giving Days Giving Days Fundraising Pages Nonprofits Peer-to-Peer Fundraisers

Watch It: Fundraise Registration Builder

Watch It Beginner Set Up Fundraise Registration Members, Registration, and Login

Watch It: Setting Membership Levels

Watch It Program Management Membership Beginner Set Up Membership Levels CRM CRM Client Orientation

Watch It: Creating a Venue Seat Map

Watch It Events Advanced Set Up CRM Seat Map

Watch It: Replicating a Fundraising Campaign

Watch It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Watch It: Create Folders and Nested Pages to Organize Your Pages

Watch It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages

Watch It: Setting up Retail Items

Watch It Set Up Arts People Setup Retail Items

Watch It: Editing Membership Settings

Watch It Membership Beginner Maintenance CRM CRM Client Orientation Editing Membership Settings

Watch It: Adding a New Security Role and Permission Levels

Watch It Beginner Set Up Fundraise Administrators Security Roles Permission Levels

Watch It: Customizing Your System Email Messages

Watch It Set Up Arts People Setup system messages

Watch It: Entering Endurance Activity as a Fundraiser

Watch It Intermediate Fundraising Set Up Fundraise Endurance Challenge Fundraisers

Watch It: Editing the Custom Status of Multiple Prospects

Watch It Fundraising Advanced Optional Prospects CRM Moves Management

Watch It: Adding Conditional Ticket Prices

Watch It Events Beginner Set Up CRM Event Management Conditional Ticket Prices

Watch It: Accessing Site Builder and the Site Builder Bar

Watch It Beginner Set Up Fundraise Your Campaign Website Site Builder Site Builder Bar

Watch It: Adding a Donation

Orientation Watch It Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Exporting Lists

Watch It Set Up Arts People Marketing Exporting Lists

Watch It: Creating a Campaign Landing Page

Watch It Beginner Fundraising Set Up CRM Landing Page

Watch It: Adding a Sub-Membership as a System User

Watch It Intermediate Membership Set Up CRM Sub-Members

Watch It: Editing a Donation Record

Watch It Intermediate Set Up Donations Fundraise Bulk Donations Donation Record

Watch It: Adding a Blog Feed Entry

Watch It Beginner Set Up Fundraise Your Campaign Website Blog

Watch It: Enabling Account Match in Neon CRM

Watch It Beginner Fundraising Set Up CRM Account Match

Watch It: Neon Pay Merchant Account Application

Neon Pay Watch It Set Up Arts People Neon Pay Merchant

Watch It: Navigating Within the Neon CCM Layout

Watch It: Adding a Video to the Video Gallery

Watch It Beginner Set Up Fundraise Your Campaign Website Video Gallery

Watch It: Updating and Adding a Bank Account

Neon Pay Watch It Beginner Set Up Bank Account

Watch It: Modifying Access and Security Roles for an Administrator

Watch It Beginner Set Up Fundraise Administrators Security Roles

Watch It: Creating a Report

Watch It Set Up Neon Giving Days Giving Days Reports Hosts Create Reports Reporting

Watch It: Adding a Default Hero Image

Watch It Events Beginner Fundraising Set Up Fundraise Hero Image

Watch It: Running Transaction Reports

Watch It Beginner Set Up Fundraise Reports Reports and Analytics

Watch It: Editing a Security Role

Watch It Beginner Set Up Fundraise Administrators Security Roles

Watch It: Importing Email Addresses

Watch It Intermediate Communication Set Up CRM Import

Watch It: Creating a System Email – Event Registration

System Emails Watch It Intermediate Communication Set Up Event Registrations CRM System Communication

Watch It: Creating Fully Customized Reports

Watch It Set Up Arts People Reports Customized Reports Create Reports

Watch It: Add Existing Constituents to a Volunteer Project

Watch It Intermediate Events Set Up CRM Event Management Volunteer Project

Watch It: Creating System Email and Letter Settings

System Emails System Letters Watch It Communication Beginner Set Up Letters Emails CRM

Watch It: Adding the Member Login Button

Watch It Intermediate Set Up Neon Websites Websites Website Builder Member Log-In

Watch It: Editing Registrant Information

Watch It Beginner Set Up Fundraise Administrators Registrant

Watch It: Ticker Overrides

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Ticker Overrides

Watch It: Enabling the Login Prompt Feature

Login to CRM Watch It Data Advanced Optional CRM

Watch It: Providing an Effective Email Template

Watch It Events Beginner Fundraising Set Up Fundraise Email Template

Watch It: Preparing Your Fundraiser Pages - Contact Book Page

Watch It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Watch It: Adding Merchandise

Watch It Intermediate Events Set Up CRM Merchandise

Watch It: Preparing Your Account Data for Import

Watch It: Merging Patron Records

Watch It Set Up Arts People Database Patron Record

Watch It: Managing Endurance Pledges

Watch It Intermediate Set Up Fundraise Endurance Challenge Endurance Pledge

Watch It: Adding a User to Neon CRM

Adding System Users Watch It Program Management Beginner Set Up CRM CRM Client Orientation Adding Users

Watch It: Rename an Option in the CLP Portal Sidebar Menu

Watch It Intermediate Program Management Set Up CRM Sidebar Menu Options

Watch It: Configure Display Settings

Watch It Intermediate Events Set Up CRM Display Settings

Watch It: Creating Membership Due and Overdue Emails

System Emails Watch It Communication Beginner Set Up Emails CRM

Watch It: Customizing a General Campaign Social Share

Watch It Beginner Set Up Fundraise Your Campaign Website Social Share

Watch It: Customizing the Notify via Email and eCards Section

Watch It Beginner Set Up Emails Donations Fundraise Tributes eCards

Watch It: Importing Your Account Data (With and Without Account IDs)

Watch It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Watch It: Adding a Show

Watch It Set Up Arts People Setup Show

Watch It: Editing the Fundraiser Task List

Watch It Events Beginner Fundraising Set Up Fundraise Fundraiser Task List

Watch It: Creating a Neon CRM Campaign for Integration

Watch It Advanced Set Up Fundraise Campaigns Integrations

Watch It: Configuring a Parent Setting at the Organization Entity Level

Watch It Advanced Set Up Fundraise Administrators Parent Settings

Watch It: Finding Resources and Making Suggestions in Neon One Support

Watch It Beginner Set Up Fundraise Administrators Support

Watch It: Broadcasting Activities and Messages

Watch It Beginner Fundraising Set Up Fundraise Fundraising Activities Fundraising Messages

Watch It: Creating a Membership Form

Watch It Membership Beginner Set Up CRM Form Builder

Watch It: Start Building a New Membership

Watch It Membership Beginner Set Up Membership Levels CRM Neon Membership

Watch It: Adding a New Page

Watch It Beginner Set Up Fundraise Your Campaign Website Site Builder New Page

Watch It: Creating an Income Analysis Executive Report

Watch It Intermediate Data Optional Executive Reports CRM Reports

Watch It: Creating a Peer-to-Peer Campaign Team

Watch It Intermediate Fundraising Optional CRM Peer-to-Peer Campaign Campaign Team

Watch It: Adding New CLP Portal Sidebar Menu Options

Watch It Intermediate Program Management Set Up CRM Sidebar Menu Options

Watch It: Creating a Legacy Donation Form

Watch It Beginner Fundraising Set Up Donation Form CRM Legacy Donation Form

Watch It: Making a User Inactive

Watch It Advanced Set Up CCM Administrators Inactivate User

Watch It: Gift Certificates

Watch It Set Up Arts People Box Office Gift Certificates

Watch It: Sharing a Report

Watch It Beginner Optional CRM CRM Reporting Share Reports Data Entry & Reporting

Watch It: Running, Modifying, Saving and Managing Donor Reports

Watch It Beginner Set Up Fundraise Reports Reports and Analytics

Watch It: Executing a Bulk Update

Watch It Data Advanced Maintenance CRM Bulk Update

Watch It: Using Exclude From Results in Reports

Watch It Data Advanced Optional CRM Reports Exclude From Results

Watch It: Fundraise Registration Flow

Watch It Beginner Set Up Fundraise Registration Members, Registration, and Login

Watch It: Editing Criteria & Columns

Watch It Data Beginner Optional CRM CRM Reporting Edit Reports

Watch It: Creating an Email Version

System Emails Watch It Communication Beginner Set Up Emails CRM

Watch It: Adding, Editing, and Deleting a Household Contact

Account Management Watch It Membership Beginner Set Up CRM Households Household Contacts

Watch It: Connecting Applications with Neon Fundraise Integrations

Watch It Beginner Set Up Fundraise Administrators Integrations

Watch It: Creating a Venue Event with General Admission Seating

Watch It Events Beginner Set Up CRM General Admission Seating

Watch It: Creating an Activity to Track User Communication

Watch It Communication Beginner Set Up CRM Activities Tracking

Watch It: Creating a Blog Navigation Menu Page in Site Builder

Watch It Beginner Set Up Fundraise Your Campaign Website Blog

Watch It: Creating a Person Type

Watch It Set Up Arts People Pricing Discounts

Watch It: Uploading a Fundraiser Page Default Hero Image

Watch It Beginner Set Up Fundraise Hero Image Your Campaign Website

Watch It: Customizing the Tribute Section

Watch It Beginner Set Up Donations Fundraise Tributes

Watch It: Adding Banner Images

Watch It Beginner Set Up Fundraise Your Campaign Website Site Builder Banner Images

Watch It: Sending an Email From an Account Page

Communication with Constituents Watch It Communication Beginner Set Up Emails CRM

Watch It: Sending Neon CRM System Emails

System Emails Watch It Advanced Set Up Fundraise Integrations

Watch It: Setting Membership Terms

Watch It Membership Beginner Set Up CRM CRM Client Orientation Membership Terms

Watch It: Updating Campaign Information at a Campaign Level

Watch It Beginner Set Up Fundraise Campaigns Administrators

Watch It: Using Standard Reports

Watch It Set Up Arts People Reports Standard Reports

Watch It: Editing the Status of Multiple Activities

Watch It Fundraising Advanced Optional CRM Activities Moves Management

Watch It: Creating a Custom Theme

Themes Watch It Beginner Set Up Theme Editor CRM CRM Client Orientation

Watch It: Overriding a Parent Setting at the Group Entity Level

Watch It Advanced Set Up Fundraise Administrators Parent Settings

Watch It: Obtaining a Donation Detail Report for the Prior Year

Watch It Intermediate Data Optional CRM Donation Report

Watch It: Mapping CRM Transactions to QuickBooks

Watch It Program Management Advanced Set Up QuickBooks CRM

Watch It: Entering Your CRM Organization ID and API Key into Neon Fundraise

Watch It Advanced Set Up Fundraise Integrations API Key Organization ID

Watch It: Communicating About CRM Files

Watch It Communication Beginner Set Up CRM Files

Watch It: Creating Case Notes

Watch It Advanced Set Up CCM Administrators Case Notes

Watch It: Building a Performance

Watch It Set Up Arts People Setup Performance

Watch It: Running a Duplicate Scan

Watch It Beginner Set Up Duplicate Management CRM CRM Client Orientation Duplicate Scan

Watch It: Enabling the Email Link Authentication Feature

Watch It Data Advanced Optional CRM Authentication

Watch It: Create a New Standalone Donation Page

Watch It Beginner Fundraising Set Up Fundraise Standalone Donation Page

Watch It: Creating a CRM Donation Form

Watch It Beginner Set Up Donations Donation Form CRM CRM Client Orientation

Watch It: Importing Your Donation Data (With and Without Account IDs)

Watch It Data Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Navigating Within the Reporting Tool

Watch It: Adding Soft Credits

Watch It Fundraising Advanced Set Up CRM Soft Credits

Watch It: Adding Sessions

Watch It Intermediate Events Set Up CRM Sessions

Watch It: Customize Headers and Footers and Change Navigation Menu Layouts

Watch It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu

Watch It: Creating a New Account

Account Management Watch It Program Management Beginner Set Up CRM CRM Client Orientation Creating a new Account

Watch It: Importing Your Event Registration Data (With and Without Account IDs)

Watch It Data Beginner Set Up Event Registrations CRM CRM Client Orientation

Watch It: Add a Portal Login Message

Watch It Intermediate Program Management Set Up CRM Portal Login Message

Watch It: Editing Donation Matches

Watch It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Building a Membership Custom Field

Watch It Membership Beginner Set Up CRM Custom Fields

Watch It: Reporting Types

Watch It Set Up Arts People Reports Reporting Types

Watch It: Creating an Email Condition for the CRM Membership Form

Watch It Membership Beginner Set Up CRM Email Conditions

Practice It: Creating a Campaign Email

Campaign Emails Communication Practice It Beginner Set Up CRM

Watch It: Add, Customize, and Activate a Popup

Watch It Beginner Set Up Neon Websites Websites Website Builder Popup

Watch It: Managing the Navigation Menu

Watch It Beginner Fundraise Your Campaign Website Navigation Menu

Watch It: Importing Your Membership Data (With and Without Account IDs)

Watch It Data Membership Beginner Set Up CRM CRM Client Orientation

Watch It: Creating a Conditional Email - In-Kind Gifts

System Emails Watch It Communication Beginner Set Up Emails CRM Conditional Emails

Watch It: Reporting Options

Watch It Set Up Arts People Reports Reporting Options

Watch It: Creating an Email Audience – Year-End Appeal

Watch It Intermediate Communication Set Up Email Audiences CRM System Communication Year-End Appeal

Watch It: Viewing and Reconciling Accounts in the Partial Match Queue

Watch It Data Advanced Maintenance CRM Match Queue

Watch It: Completing the Event Check-In Process - Manual Check-In

Watch It Intermediate Events Optional CRM Event Check-In

Watch It: Adding Venue Objects

Watch It Events Advanced Set Up CRM Seat Map Venue Objects

Watch It: Using the Campaign Goal Meter

Watch It Beginner Fundraising Set Up CRM Goal Meter

Watch It: Donation Settings for Mobile Phone Users

Watch It Beginner Set Up Donations Fundraise Mobile Phone Users

Watch It: Customizing Your Facebook Feed URL

Watch It Beginner Set Up Facebook Fundraise Your Campaign Website

Watch It: Syncing Offline Donations

Watch It Advanced Set Up Fundraise Integrations Offline Donations

Watch It: Running a Custom Date Range Daily Report

Watch It Intermediate Data Optional Daily Reports CRM Reports

Watch It: Clearing a Setting Override

Watch It Advanced Set Up Fundraise Administrators Setting Override

Watch It: Creating a Conditional Email - Legacy Event Reminder

Watch It Intermediate Communication Set Up CRM Conditional Emails Event Reminder

Watch It: Adding a Pricing Term

Watch It Set Up Arts People Pricing Discounts

Watch It: Ending and Deleting a Recurring Donation

Watch It Beginner Set Up Donations Fundraise Recurring Donations

Watch It: Checking Progress of Your Fundraising Activities

Watch It Beginner Fundraising Set Up Fundraise Fundraising Activities

Watch It: Preparing Your Fundraiser Pages – Email Page

Watch It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Watch It: Neon Websites Layout

Watch It Beginner Set Up Neon Websites Websites Overview Layout

Watch It: Conducting a Duplicate Scan

Watch It Data Advanced Maintenance Duplicate Management CRM

Watch It: Student Class Enrollment

Watch It Set Up Arts People Setup Enrollment Student

Watch It: Tribute Donation Pages

Watch It Beginner Set Up Donations Fundraise Donation Pages

Watch It: Reorder Pages and Hierarchy in the Menu Navigation

Watch It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages

Watch It: Renewing a Membership without Sub-Members as a System User

Watch It Intermediate Membership Set Up CRM Renew Membership

Watch It: Adding a New Ticket Type to an Existing Assigned Seating Event

Watch It Intermediate Events Set Up CRM Ticket Type Assigned Seating

Watch It: Submitting and Fulfilling Pledges

Watch It Intermediate Set Up Donations Fundraise Reporting Pledges Credits Report Pledges Report

Watch It: Reviewing a Sample Neon CCM System

Watch It: Integrating Eventbrite into Neon CRM

Watch It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation Eventbrite

Watch It: Class Enrollment Setup

Watch It Set Up Arts People Setup Class Enrollment

Watch It: CRM Overview

Navigating CRM Watch It Beginner CRM CRM Client Orientation

Watch It: Renewing a Membership with Sub-Members as a System User

Watch It Intermediate Membership Set Up CRM Renew Membership

Watch It: Adding, Editing, and Deleting an Address

Account Management Watch It Membership Beginner Set Up CRM Addresses

Watch It: Editing an FAQ Page

Watch It Beginner Set Up Fundraise Your Campaign Website

Watch It: Accessing Automatic Daily Reports

Watch It Intermediate Data Optional Daily Reports CRM Reports

Watch It: Viewing Payouts in Neon CRM

Watch It Program Management Advanced Optional QuickBooks CRM

Watch It: Generating a Batch

Watch It Set Up Arts People Database Batch

Watch It: Enrollment Pricing Setup

Watch It Set Up Arts People Setup Enrollment Pricing

Watch It: Signing Up for Neon Pay

Neon Pay Watch It Beginner Set Up

Watch It: Adding a Patron Record to the Database

Watch It Set Up Arts People Database Patron Record

Watch It: Managing Pledge Payments

Watch It Fundraising Advanced Maintenance CRM Pledges Pledge Payments

Watch It: Turning On and Off CLP Portal Sidebar Menu Options

Watch It Intermediate Program Management CRM Sidebar Menu Options

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: Ticket Sales

Watch It Set Up Arts People Box Office Ticket Sales

Watch It: Relaunching a Fundraising Campaign

Watch It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Watch It: Creating Custom Fields for CRM Account Forms

Watch It Beginner Set Up CRM Custom Fields Forms & Pages Account Forms

Watch It: Reporting Donor Year-End Receipts Mailing List

Watch It Intermediate Data Optional CRM Year-End Reporting

Watch It: Performing an Account Batch Update

Watch It Data Advanced Maintenance CRM Account Batch Update

Practice It: Importing Your Membership Data

Practice It Data Membership Beginner Set Up CRM CRM Client Orientation

Watch It: Create Custom Fields

Watch It Intermediate Events Set Up CRM Custom Fields

Watch It: Creating Endurance Pledge Reports

Watch It Intermediate Set Up Fundraise Endurance Challenge Endurance Pledge

Watch It: Individual Survey

Watch It Beginner Set Up CRM CRM Client Orientation Individual Survey

Watch It: Creating a Campaign

Watch It Beginner Fundraising Set Up CRM Campaigns

Watch It: Customizing your Printable Designs

Watch It Set Up Arts People Setup printable design

Watch It: Reporting on Pledges and Credits

Watch It Intermediate Set Up Donations Fundraise Pledges Credits Report Pledges Report

Watch It: Adding an FAQs Navigation Menu Page in Site Builder

Watch It Beginner Set Up Fundraise Your Campaign Website FAQ

Watch It: Creating a Peer-to-Peer Campaign

Watch It Intermediate Fundraising Optional CRM Peer-to-Peer Campaign

Watch It: Add Conditional Ticket Prices to an Event

Watch It Intermediate Membership Optional CRM Ticket Prices

Watch It: Creating a Donation Form in the Form Builder

Watch It Beginner Fundraising Set Up Donation Form CRM Donation Form Builder

Watch It: Customizing the Notify Via Mail and Cards Section

Watch It Beginner Set Up Donations Fundraise Tributes Cards Mail

Watch It: Adding the Access Denied Page and Linking a Membership Form

Watch It Intermediate Set Up Membership Forms Neon Websites Websites Website Builder Access Denied

Watch It: Adding a Registrant

Watch It Beginner Set Up Fundraise Administrators Registrant

Watch It: Adding a Group Discount

Watch It Set Up Arts People Pricing Discounts

Practice It: Creating a Letter Version

System Letters Communication Practice It Beginner Set Up Letters CRM

Watch It: Setting Up Your Email Template

Watch It Beginner Set Up CRM CRM Client Orientation Email Template

Watch It: Creating an Effectiveness Over Time Executive Report

Watch It Intermediate Data Optional Executive Reports CRM Reports

Watch It: Editing Tickets and Fields

Watch It Beginner Set Up Fundraise Getting Started Ticket Builder

Watch It: Saved Reports

Watch It Set Up Saved Reports Arts People Reports

Watch It: Managing Peer-to-Peer Fundraiser Pages as a Nonprofit

Watch It Set Up Neon Giving Days Giving Days Fundraising Pages Nonprofits Peer-to-Peer Fundraisers

Watch It: Adding and Editing Announcements

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Announcements

Watch It: Deleting an Administrator

Watch It Beginner Set Up Fundraise Administrators Deleting Administrators

Watch It: Adding, Editing, Pinning, and Deleting a Note

Account Management Watch It Membership Beginner Set Up CRM Notes

Watch It: Using Content Editor

Watch It Advanced Set Up CCM Administrators Content Editor

Watch It: Processing a Donation

Watch It Set Up Donations Arts People Database

Watch It: Navigating the CCM Reporting Tool

Watch It: Setting Up Your Merchant Account

Neon Pay Watch It Beginner Set Up Merchant Account

Watch It: Creating a CRM Account Form

Watch It Beginner Set Up CRM Forms & Pages Account Forms

Watch It: Using Search Within Results in Reports

Watch It Data Advanced Optional CRM Reports Search Within Results

Watch It: Organization Information

Watch It Beginner Set Up CRM CRM Client Orientation Organization Information

Watch It: Creating a New Volunteer Project

Watch It Intermediate Events Set Up CRM Event Management Volunteer Project

Watch It: Creating a Single Admission Legacy Event

Watch It Events Beginner Set Up CRM Event Management Single Admission

Watch It: Creating Custom Fields for a CRM Membership Form

Watch It Membership Beginner Set Up CRM Custom Fields

Watch It: Exporting a Report

Watch It Data Beginner Optional CRM CRM Reporting Share Reports Export Reports

Watch It: Comparing the Success of Email Campaigns

Watch It Intermediate Communication Optional Email Campaigns CRM

Watch It: Add Member-Only Content Pages

Watch It Intermediate Program Management Set Up CRM Content Page

Watch It: Customize Page Content Using Widgets

Watch It Beginner Set Up Neon Websites Websites Website Builder Pages

Watch It: Creating a Letter Template

System Letters Watch It Communication Beginner Set Up Letters CRM

Watch It: Entering Endurance Activity for a Fundraiser as an Administrator

Watch It Intermediate Fundraising Set Up Fundraise Administrators Endurance Challenge

Watch It: Editing and Cloning a One-Click Workflow

Watch It Beginner Set Up CRM Workflows One-Click Workflows

Watch It: Applying for a Volunteer Project & Approving Pending Applicants

Watch It Intermediate Events Set Up CRM Event Management Volunteer Project

Watch It: Adding a Question and Answer

Watch It Beginner Set Up Fundraise Your Campaign Website FAQ

Watch It: Creating an Endurance Pledge as an Administrator

Watch It Intermediate Set Up Fundraise Endurance Challenge Endurance Pledge

Watch It: Ending Donation Matches

Watch It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Sending Pledge Invoices

Watch It Fundraising Advanced Set Up CRM Pledges pledge invoices

Watch It: Add a Member Store Discount

Watch It Intermediate Membership Optional CRM Member Store Discount

Watch It: Creating an Email Condition for the CRM Donation Form

Watch It Beginner Fundraising Set Up Donation Form CRM Email Conditions

Watch It: Accessing One-Click Reports & Modifying Columns

Watch It Intermediate Data Optional One-Click Reports CRM Reports

Watch It: Legacy Event Specific and Custom Legacy Event Fields

Watch It Events Beginner Set Up Event Registrations CRM Event Management Custom Fields

Watch It: Creating a Fundraise Team

Watch It Beginner Set Up Fundraise Fundraising Team Administrators

Watch It: Creating Peer-to-Peer Fundraisers as a Donor or Fundraiser

Watch It Set Up Neon Giving Days Giving Days Fundraising Pages Donors Peer-to-Peer Fundraisers

Watch It: Customizing Notifications

Watch It Beginner Set Up Donations Fundraise Tributes Notifications

Watch It: Adding and Editing Admin and Public Pages

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Public Pages

Watch It: Creating an Online Event

Watch It Events Beginner Set Up CRM Online Event

Watch It: Publishing Your Website and Connecting it to a Domain

Watch It Beginner Set Up Neon Websites Websites Website Builder Launch Domain

Watch It: Add a New User

Watch It: Organizing Your Campaigns into a Group

Watch It Advanced Set Up Fundraise Campaigns Administrators

Watch It: Running ID Reports to Locate IDs

Watch It Intermediate Set Up Fundraise Administrators Bulk Donations ID Reports

Watch It: Customizing Your Public Pages

Watch It Set Up Arts People Setup Public Pages

Watch It: Using Search Groups in a Report

Watch It Advanced Optional CRM Reports Search Groups Data Entry & Reporting

Watch It: Initiating a Refund

Neon Pay Watch It Beginner Set Up refunds Disputes

Watch It: Awarding Prizes

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Prizes

Watch It: Thanking Network Members

Watch It Beginner Fundraising Set Up Fundraise Network Members

Watch It: Obtaining a Donation Detail Report

Watch It Intermediate Data Optional CRM Donation Report

Watch It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder

Watch It Beginner Fundraising Set Up Fundraise Site Builder

Watch It: Adding Administrators

Watch It Beginner Set Up Fundraise Administrators Adding Administrators

Watch It: Editing Assignee of Multiple Grants

Watch It Fundraising Advanced Optional Grants CRM Moves Management

Watch It: Donor Settings for Increasing Donor Conversions

Watch It Beginner Set Up Donations Fundraise Donor Conversions

Watch It: Create & Approve a Volunteer Time Sheet

Watch It Intermediate Events Set Up CRM Event Management Volunteer Timesheets

Watch It: Creating a Stats Report

Watch It Intermediate Data Optional Stats Report CRM Reports

Watch It: Add an Email Audience for Member-Only Newsletters

Watch It Intermediate Membership Optional Email Audiences CRM

Watch It: Creating a Custom Automated Email

Watch It Intermediate Set Up Fundraise Admin Email Communications Automated Emails

Watch It: Using the Neon Event Widget to Connect Data from Neon CRM

Watch It Beginner Set Up Neon Websites Websites Widgets Neon Events

Watch It: Adding a Logo, Favicon, and Header Image

Adding a logo Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Enabling the Media Widget in Site Builder

Watch It Beginner Set Up Fundraise Your Campaign Website Media Widget

Watch It: Adding Comments

Watch It Advanced Set Up CCM Administrators Comments

Watch It: Bulk Editing Registered Users

Watch It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registered Users

Watch It: Adding, Editing, and Deleting a Relationship

Account Management Watch It Membership Beginner Set Up CRM Relationships

Watch It: Adding Household Members

Watch It Set Up Arts People Database Household Members

Watch It: Testing a One-Click Workflow

Watch It Beginner Set Up CRM Workflows One-Click Workflows

Watch It: Viewing Payouts in Neon Pay

Neon Pay Watch It Program Management Advanced Optional QuickBooks CRM

Watch It: Setting up General Admission Venues

Watch It Set Up Arts People Setup General Admission

Watch It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Watch It Intermediate Events Optional CRM Purchasing Tickets Sales

Watch It: Generating an Email Using Mailing Lists

Watch It Set Up Email Marketing Arts People Marketing Mailing List

Watch It: Dashboard and Navigation

Neon Pay Watch It Beginner Set Up Dashboard

Watch It: Create a Summary Report

Watch It: Adding a Package

Watch It Set Up Arts People Pricing Discounts

Watch It: Set Theme and Configure Legacy Event Registration Form

Themes Watch It Events Beginner Set Up Event Registrations CRM Event Management

Watch It: Configuring Donation Matching

Watch It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Uploading Bulk Donations

Watch It Intermediate Set Up Donations Fundraise Bulk Donations

Watch It: Splitting Donations

Watch It Fundraising Advanced Set Up CRM Split Donations

Watch It: Setting Membership Terms and Pricing

Watch It Membership Beginner Set Up Memberships CRM Membership Terms

Watch It: Viewing Your List of Accounts

Account Management Watch It Membership Beginner Set Up CRM

Watch It: Adding a Membership as a System User

Watch It Intermediate Membership Set Up CRM Adding a Membership

Watch It: Enabling the Social Feed Widget in Site Builder

Watch It Beginner Set Up Fundraise Your Campaign Website Social Feed Widget

Watch It: Editing a Sponsor Level and Sponsor

Watch It Beginner Set Up Fundraise Your Campaign Website Sponsors

Watch It: Reviewing Membership Details

Account Management Watch It Membership Beginner Set Up CRM Membership Details

Watch It: Associating Membership to Funds

Watch It Set Up Memberships Arts People Setup Funds

Watch It: Updating Organization Information at an Organization Level

Watch It Beginner Set Up Fundraise Administrators Organization Information

Watch It: Generating a Targeted List

Watch It Set Up Arts People Marketing Targeted Lists

Watch It: Adding a Donation Summary to a Campaign Email

Watch It Intermediate Communication Set Up CRM Donation Summary

Watch It: Create an Endurance Challenge

Watch It Intermediate Fundraising Set Up Fundraise Administrators Endurance Challenge

Watch It: Adding Individual Fundraisers

Watch It Intermediate Fundraising Optional CRM Individual Fundraisers

Watch It: Relationship Connections in Neon CRM

Watch It Beginner Set Up CRM CRM Client Orientation Households Relationships Company Contacts

Read It: Adding Comments

Read It Advanced Set Up CCM Administrators Comments

Read It: Sending an Email From an Account page

Communication with Constituents Communication Read It Beginner Set Up Emails CRM

Read It: Preparing Your Fundraiser Pages - My Page

Read It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Read It: Entering an Offline Donation as a Fundraiser

Read It Beginner Set Up Donations Fundraise Offline Donations

Read It: Generating a Batch

Read It Set Up Arts People Database Batch

Read It: Adding Existing Constituents to a Volunteer Project

Intermediate Events Read It Set Up CRM Event Management Volunteer Project

Read It: Editing Membership Settings

Read It Membership Beginner Maintenance CRM CRM Client Orientation Editing Membership Settings

Read It: Using Standard Reports

Read It Set Up Arts People Reports Standard Reports

Read It: Add a Member Store Discount

Intermediate Read It Membership Optional CRM Member Store Discount

Read It: Creating an Email Version

System Emails Communication Read It Beginner Set Up Emails CRM

Read It: Updating Your Neon Fundraise Profile and Notifications

Read It Beginner Set Up Fundraise Administrators Notifications Profile

Read It: Adding Sessions

Intermediate Events Read It Set Up CRM Sessions

Read It: Adding Soft Credits

Read It Fundraising Advanced Set Up CRM Soft Credits

Read It: Applying for a Volunteer Project & Approving Pending Applicants

Intermediate Events Read It Set Up CRM Event Management Volunteer Project

Read It: Creating Custom Fields for CRM Membership Forms

Read It Membership Beginner Set Up CRM Custom Fields

Read It: Adding a Sponsor Level and a Sponsor

Read It Beginner Set Up Fundraise Your Campaign Website Sponsors

Read It: Setting up Memberships

Read It Set Up Memberships Arts People Setup Recurring Donations Membership Types

Read It: Create a Simple Data Report

Read It: Adding a Logo, Favicon, and Header Image

Adding a logo Read It Beginner Set Up CRM CRM Client Orientation

Read It: Editing Criteria and Columns in Reports

Read It Beginner Optional CRM CRM Reporting Edit Reports Data Entry & Reporting

Read It: Configuring Your Dashboard

Read It Set Up Neon Giving Days Giving Days Registration Hosts Dashboard

Read It: Adding and Editing Admin and Public Pages

Read It Set Up Neon Giving Days Giving Days Hosts Back-End Public Pages

Read It: Importing Your Donation Data with Account ID Column

Data Read It Beginner Set Up Donations CRM CRM Client Orientation

Read It: Importing Email Addresses

Intermediate Communication Read It Set Up CRM Import

Read It: Cloning a One-Click Workflow

Read It Beginner Set Up CRM Workflows One-Click Workflows

Read It: Creating a CRM Account Form

Read It Beginner Set Up CRM Forms & Pages Account Forms

Read It: Creating a Single Admission Legacy Event

Events Read It Beginner Set Up CRM Event Management Single Admission

Read It: Activating a One-Click Workflow

Read It Beginner Set Up CRM Workflows One-Click Workflows

Read It: Accessing Automatic Daily Reports

Intermediate Data Read It Optional Daily Reports CRM Reports

Read It: Create a Summary Report

Read It: Scheduling Campaign Automation

Read It Beginner Set Up Fundraise Administrators Campaign Automation

Read It: Navigating the Home Screen

Practice It: Add a New User

Read It: Add a New User

Read It: Creating a Membership Form

Read It Membership Beginner Set Up CRM Form Builder

Read It: Completing the Event Check-In Process - Manual Check-In

Intermediate Events Read It Optional CRM Event Check-In

Read it: Splitting Donations

Read It Fundraising Advanced Set Up CRM Split Donations

Read It: Generating an Email Using Mailing Lists

Set Up Email Marketing Emails Arts People Marketing Mailing List

Read It: Adding Fees

Read It Set Up Arts People Pricing

Read It: Viewing Payouts in Neon CRM

Program Management Read It Advanced Optional QuickBooks CRM

Read It: Completing a Neon Websites Worksheet

Read It Beginner Set Up Neon Websites Websites Overview

Read It: Building a Performance

Read It Set Up Arts People Setup Performance

Read It: Creating Case Notes

Read It Advanced Set Up CCM Administrators Case Notes

Read It: Creating a Prospect and Adding an Activity

Read It Fundraising Advanced Optional Prospects CRM Activities Moves Management

Read It: Updating Campaign Information at a Campaign Level

Read It Beginner Set Up Fundraise Campaigns Administrators

Read It: Comparing the Success of Email Campaigns

Intermediate Communication Read It Optional Email Campaigns CRM

Read It: Ticket Sales

Read It Set Up Arts People Box Office Ticket Sales

Read It: Connecting Applications with Neon Fundraise Integrations

Read It Beginner Set Up Fundraise Administrators Integrations

Read It: Pre-Configuring Field Values in Neon CRM

Read It Beginner Set Up CRM CRM Client Orientation Field Values

Read It: Building a Membership Custom Field

Read It Membership Beginner Set Up CRM Custom Fields

Read It: Creating a Recurring Donation

Read It Beginner Set Up Donations Fundraise Recurring Donations

Read it: Editing Tickets and Fields

Read It Beginner Set Up Fundraise Getting Started Ticket Builder

Read It: Social Media Sharing

Social Media Read It Beginner Fundraising Set Up Fundraise

Read It: Importing Your Account Data without ID Column

Data Read It Beginner Set Up Import Manager CRM CRM Client Orientation

Read It: Creating or Joining a Team

Read It Beginner Fundraising Set Up Fundraise Fundraising Team

Read It: Adding a Discount Code

Read It Set Up Arts People Discount

Read it: Adding Call-To-Action Buttons

Read It Beginner Set Up Fundraise Your Campaign Website Buttons Site Builder

Read It: Viewing and Reconciling Accounts in the Partial Match Queue

Data Read It Advanced Maintenance CRM Match Queue

Read It: Importing Your Event Registration Data with Account ID

Data Read It Beginner Set Up Event Registrations CRM CRM Client Orientation

Read It: Integrating Eventbrite into Neon CRM

Read It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation Eventbrite

Read It: Viewing Your List of Accounts

Account Management Read It Membership Beginner Set Up CRM

Read It: Making a User Inactive

Read It Advanced Set Up CCM Administrators Inactivate User

Read It: Performing an Account Batch Update

Data Read It Advanced Maintenance CRM Account Batch Update

Read It: Checking Progress of Your Fundraising Activities

Read It Beginner Fundraising Set Up Fundraise Fundraising Activities

Read It: Reporting Types

Read It Set Up Arts People Reports Reporting Types

Read It: Setting up Retail Items

Read It Set Up Arts People Setup Retail Items

Read It: Navigating Within the Reporting Tool

Read It: Customizing Your Printable Designs

Read It Set Up Arts People Setup printable design

Read It: Merging Patron Records

Read It Set Up Arts People Database Patron Record

Read It: Adding an FAQs Section

Read It Beginner Set Up Fundraise Your Campaign Website FAQ

Read It: Generating a Targeted List

Read It Set Up Arts People Marketing Targeted Lists

Read It: Bulk Editing Registered Users

Read It Advanced Set Up Fundraise Members, Registration, and Login Registered Users

Read It - Selling a Class through the Box Office

Read It Set Up Arts People Box Office Class Enrollment

Read It: Navigating the CCM Reporting Tool

Read It: Neon Pay Merchant Account Application

Read It Set Up Arts People Neon Pay Merchant

Read It: Fundraise Registration Builder

Read It Beginner Set Up Fundraise Registration Members, Registration, and Login

Read It: CRM Overview

Navigating CRM Read It Beginner Set Up CRM CRM Client Orientation

Read It: Organization Information

Read It Set Up CRM CRM Client Orientation Organization Information

Read It: Finding Resources and Making Suggestions in Neon One Support

Read It Beginner Set Up Fundraise Administrators Support

Read It: Navigating Within the Neon CCM Layout

Read It: Accessing Live CRM Training

Read It: Viewing Payouts in Neon Pay

Neon Pay Program Management Read It Advanced Optional CRM

Read It: Add, Customize, and Activate a Popup

Read It Beginner Set Up Neon Websites Websites Website Builder Popup

Read It: Managing Basic Information and Milestones within Gives Day Records

Read It Set Up Neon Giving Days Giving Days Hosts Back-End Records Milestones

Create It: Subscriptions

Create It Set Up Subscriptions Arts People Box Office

Read It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder

Read It Beginner Fundraising Set Up Fundraise Site Builder

Read It: Creating a Donation Match

Read It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Read It: Setting up General Admission Venues

Read It Set Up Arts People Setup General Admission

Read It: Preparing Your Fundraiser Pages - First Use

Read It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Read It: Adding New CLP Sidebar Menu Options

Intermediate Program Management Read It Set Up CRM Sidebar Menu Options

Practice It: Creating Peer-to-Peer Fundraisers as a Donor or Fundraiser

Practice It Set Up Neon Giving Days Giving Days Fundraising Pages Donors Peer-to-Peer Fundraisers

Read It: Importing Your Membership Data with Account ID

Data Read It Membership Beginner Set Up CRM CRM Client Orientation

Read It: Adding a Pricing Term

Read It Set Up Arts People Pricing

Practice It: Gift Certificates

Practice It Set Up Arts People Box Office Gift Certificates

Practice It: Initiating a Refund

Neon Pay Practice It Beginner Set Up refunds Disputes

Practice It: Importing Your Event Registration Data

Practice It Data Beginner Set Up Event Registrations CRM CRM Client Orientation

Practice It: Importing Your Account Data

Practice It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Practice It: Importing Email Addresses

Intermediate Communication Practice It Set Up CRM Import

Practice It: Generating a Targeted List

Practice It Set Up Arts People Marketing Targeted Lists

Read It: Adding a Group Discount

Read It Set Up Arts People Discount

Read it: Adding Homepage Widgets

Read It Beginner Set Up Fundraise Your Campaign Website Widgets Site Builder

Relaunching and Replicating Campaigns

In this course, you will learn how to relaunch or replicate campaigns.

Read It: Adding a Patron Record to the Database

Read It Set Up Arts People Database Patron Record

Read It: Creating an Email Condition for the CRM Account Form

Read It Beginner Set Up CRM Forms & Pages Email Conditions Account Forms

Read It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event

Events Read It Beginner Set Up CRM Event Management Multiple Ticket Prices Multiple Attendees

Read It: Creating Relationships

Read It Advanced Set Up CCM Administrators Relationships

Read It: Communicating about CRM Files

Communication Read It Beginner Set Up CRM Files

Read It: Adding a Member-Only Legacy Event

Intermediate Events Read It Membership Optional CRM

Read It: Editing a Security Role

Read It Beginner Set Up Fundraise Administrators Security Roles

Read It: Changing the Header and Footer on Your Registration Form

Events Read It Beginner Set Up Event Registrations CRM Event Management Header and Footer

Read It: Editing a Donation Match

Read It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Read It: Completing the Event Check-In Process

Intermediate Events Read It Optional CRM Event Check-In

Read It: Creating an Activity to Track User Communication

Communication Read It Beginner Set Up CRM Activities Tracking

Read It: Adding a Default Hero Image

Events Read It Beginner Fundraising Set Up Fundraise Hero Image

Read It: Export and Share a Report

Data Read It Beginner Optional CRM CRM Reporting Share Reports Export Reports

Read It: Creating Multiple Ticket Prices, One Admittee Legacy Event

Events Read It Beginner Set Up CRM Event Management Multiple Ticket Prices One Attendee

Read It: Configuring a Parent Setting at the Organization Entity Level

Read It Advanced Set Up Fundraise Administrators Parent Settings

Read It: Editing Emails

Read It Set Up Emails CCM Administrators

Read It: Adding a New Ticket Type to an Existing Assigned Seating Event

Intermediate Events Read It Set Up CRM Ticket Type Assigned Seating

Read It: Enabling the Email Link Authentication

Data Read It Advanced Optional CRM Authentication

Read It: Using Exclude From Results in Reports

Data Read It Advanced Optional CRM Reports Exclude From Results

Read It: Associating Membership to Funds

Read It Set Up Memberships Arts People Setup Funds

Read It: Uploading a Fundraiser Page Default Hero Image

Read It Beginner Set Up Fundraise Hero Image Your Campaign Website

Read It: Configure Display Settings

Intermediate Events Read It Set Up CRM Display Settings

Read It: Add Pages in Neon One Websites

Read It Beginner Set Up Neon Websites Websites Website Builder Pages

Read It: Customizing Your Facebook Feed URL

Read It Beginner Set Up Facebook Fundraise Your Campaign Website

Read It: Bulk Donation Sample Template

Intermediate Read It Set Up Donations Fundraise Bulk Donations

Read It: Editing a Donation Record

Intermediate Read It Set Up Donations Fundraise Bulk Donations Donation Record

Read It: Reporting Options

Read It Set Up Arts People Reports Reporting Options

Read It: Editing the Custom Status of Multiple Prospects

Read It Fundraising Advanced Optional Prospects CRM Moves Management

Read It: Creating Custom Fields for CRM Account Forms

Read It Beginner Set Up CRM Custom Fields Forms & Pages Account Forms

Read It: Additional Box Office Features

Read It Set Up Arts People Box Office Patron Check-In Orders on Reserve Scan Tickets Seats Available Door Sales

Read It: Creating a New Report

Read It Beginner Optional CRM New Reports Data Entry & Reporting

Read It: Exporting a Report

Read It Beginner Optional CRM CRM Reporting Export Reports Data Entry & Reporting

Read It: Managing Registration Requests as a Host

Read It Set Up Neon Giving Days Giving Days Registration Hosts Registration Requests

Read It: Setting Membership Terms

Read It Membership Beginner Set Up CRM CRM Client Orientation Membership Terms

Read It: Setting Up Your Email Template

Read It Beginner Set Up CRM CRM Client Orientation Email Template

Read It: Preparing Your Fundraiser Pages - Contact Book Page

Read It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Read It: Using the Neon Event Widget to Connect Data from Neon CRM

Read It Beginner Set Up Neon Websites Websites Widgets Website Builder Neon Events

Read it: Accessing Site Builder and the Site Builder Bar

Read It Beginner Set Up Fundraise Your Campaign Website Site Builder Site Builder Bar

Read It: Customizing Notifications

Read It Beginner Set Up Donations Fundraise Tributes Notifications

Read It: Branding Setup

Read It Beginner Set Up CRM CRM Client Orientation Branding Setup

Read It: Editing Email Templates

Read It Set Up Neon Giving Days Giving Days Hosts Back-End Email Templates

Read It: Adding Merchandise

Intermediate Events Read It Set Up CRM Merchandise

Read It: Editing a One-Click Workflow

Read It Beginner Set Up CRM Workflows One-Click Workflows

Read It: Adding Conditional Ticket Prices

Events Read It Beginner Set Up CRM Event Management Conditional Ticket Prices

Read it: Entering Endurance Activity as a Fundraiser

Intermediate Read It Fundraising Set Up Fundraise Endurance Challenge Fundraisers

Read It: Importing Your Membership Data without Account ID

Data Read It Membership Beginner Set Up CRM CRM Client Orientation

Read It: Providing an Effective Email Template

Events Read It Beginner Fundraising Set Up Fundraise Email Template

Read it: Creating Tickets and Adding Fields

Read It Beginner Set Up Fundraise Getting Started Ticket Builder

Read It: Enabling the Social Feed Widget in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website Social Feed Widget

Read It: Running Transaction Reports

Read It Beginner Set Up Fundraise Reports Reports and Analytics

Read It: Creating a Campaign Donation Form

Read It Beginner Fundraising Set Up Donation Form CRM Fundraise

Read It: Enabling Account Match in Neon CRM

Data Read It Beginner Fundraising Advanced Set Up CRM Account Match

Read it: Entering Endurance Activity as an Administrator

Intermediate Read It Fundraising Set Up Fundraise Administrators Endurance Challenge

Read It: Adding an FAQs Navigation Menu Page in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website FAQ

Read It: Configuring Recurring Donations

Read It Beginner Set Up Donations Fundraise Recurring Donations

Read It: Broadcasting Activities and Messages

Read It Beginner Fundraising Set Up Fundraise Fundraising Activities Fundraising Messages

Read It: Processing a Donation

Read It Set Up Donations Arts People Database

Read It: Connecting Neon CRM with QuickBooks

Program Management Read It Advanced Set Up QuickBooks CRM

Read It: Importing Your Donation Data without Account ID Column

Data Read It Beginner Set Up Donations CRM CRM Client Orientation

Read It: Using Workflows to Communicate with System Users

Communication Read It Beginner Set Up CRM Workflows

Read It: Adding a Package

Read It Set Up Arts People Pricing

Read It: Add Conditional Ticket Prices to an Event

Intermediate Read It Membership Optional CRM Ticket Prices

Read It: Uploading Documents

Read It Advanced Set Up CCM Administrators Documents

Read It: Creating a Campaign

Read It Beginner Fundraising Set Up CRM Fundraise Campaigns

Read It: Using Search Groups in a Report

Data Read It Advanced Optional CRM Reports Search Groups

Read It: Gift Certificates

Read It Set Up Arts People Box Office Gift Certificates

Read It: Editing a Sponsor Level and Sponsor

Read It Beginner Set Up Fundraise Your Campaign Website Sponsors

Read It: Adding Legacy Event Waiver Statement

Events Read It Beginner Set Up Event Registrations CRM Event Management Waiver

Read It: Adding a New Page

Read It Beginner Set Up Fundraise Your Campaign Website Site Builder New Page

Read It: Completing the Event Check-In Process - QR Code Scan Check-In

Intermediate Events Read It Optional CRM Event Check-In QR Code

Read It: Customizing a Soft Credit Recipient Acknowledgement Email

Read It Fundraising Advanced Set Up CRM Soft Credits Soft Credit Recipient acknowledgement email

Read It: Rename an Option in the CLP Sidebar Menu

Intermediate Program Management Read It Set Up CRM Sidebar Menu Options

Read It: Editing the Status of Multiple Activities

Read It Fundraising Advanced Optional CRM Activities Moves Management

Read it: Selecting Site Colors and Fonts

Read It Beginner Set Up Fundraise Your Campaign Website Colors & Fonts Site Builder

Read It: Creating Fully Customized Reports

Read It Set Up Arts People Reports Customized Reports Create Reports

Read It: Customizing a General Campaign Social Share

Read It Beginner Set Up Fundraise Your Campaign Website Social Share

Read It: Saving Report Configurations

Read It Beginner Optional CRM CRM Reporting Data Entry & Reporting Report Configurations

Read It: Running, Modifying, Saving and Managing Donor Reports

Read It Beginner Set Up Fundraise Reports Reports and Analytics

Read It: Editing the Fundraiser Task List

Events Read It Beginner Fundraising Set Up Fundraise Fundraiser Task List

Read It: Using the Campaign Goal Meter

Read It Beginner Fundraising Set Up CRM Fundraise Goal Meter

Read It: Unlocking and Editing a Transaction Record

Program Management Read It Advanced Maintenance QuickBooks CRM

Read It: Sharing a Report

Read It Beginner Optional CRM CRM Reporting Share Reports Data Entry & Reporting

Read It: Saved Reports

Read It Set Up Saved Reports Arts People Reports

Read It: Create a New Report

Data Read It Beginner Optional CRM New Reports

Read It: Adding a Blog Feed Entry

Read It Beginner Set Up Fundraise Your Campaign Website Blog

Read It: Creating a Legacy Donation Form

Read It Beginner Fundraising Set Up Donation Form CRM Legacy Donation Form

Read It: Adding, Editing, and Deleting a Relationship

Account Management Read It Membership Beginner Set Up CRM Relationships

Read It: Configuring Donation Matching

Read It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Read It: Creating an Online Event

Events Read It Beginner Set Up CRM Online Event

Practice It: Entering Your CRM Organization ID and API Key into Neon Fundraise

Practice It Advanced Set Up Fundraise Integrations API Key Organization ID

Read It: Create a New Standalone Donation Page

Read It Beginner Fundraising Set Up Fundraise Standalone Donation Page

Read It: Updating Membership Forms to Include Custom Fields

Read It Membership Beginner Set Up Membership Forms CRM Custom Fields

Read It: Neon Websites Layout

Read It Beginner Set Up Neon Websites Websites Overview Layout

Read It: Creating System Emails

System Emails Communication Read It Beginner Set Up CRM

Read It: Mapping CRM Transactions to QuickBooks

Practice It Read It Advanced Set Up QuickBooks CRM

Read it: Editing Registrant Information

From Managing Registrants in the Admin Portal Course

Read It Beginner Set Up Fundraise Administrators Registrant

Read It: Awarding Prizes

Read It Set Up Neon Giving Days Giving Days Hosts Back-End Prizes

Read It: Add a Member Directory

Intermediate Program Management Read It Set Up Member Directory CRM

Read It: Reviewing Membership Details

Account Management Read It Membership Beginner Set Up CRM Membership Details

Read It: Initiating a Refund

Neon Pay Read It Beginner Set Up refunds Disputes

Read It: Creating a Blog Navigation Menu Page in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website Blog

Read It: Fundraise Registration Flow

Read It Beginner Set Up Fundraise Registration Members, Registration, and Login

Read It: Preparing Your Fundraiser Pages – Email Page

Read It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Read It: Donation Settings for Mobile Phone Users

Read It Beginner Set Up Donations Fundraise Mobile Phone Users

Read It: Adding, Editing, and Deleting a Household Contact

Account Management Read It Membership Beginner Set Up CRM Households Household Contacts

Read It: Signing Up for Neon Pay

Neon Pay Read It Beginner Set Up

Read It: Editing and Modifying a Recurring Donation

Read It Beginner Set Up Donations Fundraise Recurring donations

Read It: Creating a Stats Report

Intermediate Data Read It Optional Stats Report CRM Reports

Read It: Allowing Fundraisers to Add Livestreams

Events Read It Beginner Fundraising Set Up Fundraise Livestreams

Read It: Adding a Show

Watch It Set Up Arts People Setup Show

Read It: Creating a Custom Field

Read It Beginner Set Up CRM CRM Client Orientation Custom Fields

Read It: Manually Entering Donations

Read It Set Up Donations Neon Giving Days Giving Days Hosts Back-End

Read It: Customizing the Tribute Section

Read It Beginner Set Up Donations Fundraise Tributes

Read It: Setting Reminders

Read It Advanced Set Up CCM Administrators Reminders

Read It: Adding a Donation

Orientation Read It Beginner Set Up Donations CRM CRM Client Orientation

Read It: Linking Forms from CRM to Your Website

Read It Beginner Set Up CRM Neon Websites Websites Website Builder

Read It: Updating Organization Information at an Organization Level

Read It Beginner Set Up Fundraise Administrators Organization Information

Read It: Editing a Prebuilt Automated Email

Intermediate Read It Set Up Fundraise Admin Email Communications Automated Emails

Read It: Uploading New User Registrations

Read It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registrations New Users

Read It: Creating a Conditional Email

System Emails Communication Read It Beginner Set Up Emails CRM Conditional Emails

Read It: Creating a Conditional Email - Legacy Event Reminder

Intermediate Communication Read It Set Up CRM Conditional Emails Event Reminder System Communication

Read It: Adding and Editing a Live Report Source

Intermediate Communication Read It Set Up CRM Live Report

Read It: Reviewing an Account's History - Timeline

Account Management Read It Membership Beginner Set Up CRM Timeline

Read It: Editing or Deactivating Automated Donation Matching Emails

Read It Beginner Set Up Fundraise Donation Matching Donation Matching Reports

Read It: Adding Administrators

Read It Beginner Set Up Fundraise Administrators Adding Administrators

Read It: Resending Emails

Read It Set Up Emails Neon Giving Days Giving Days Hosts Back-End

Read It: Create Custom Fields

Intermediate Events Read It Set Up CRM Custom Fields

Read It: Registering as a New Nonprofit

Read It Set Up Neon Giving Days Giving Days Registration Nonprofits New Nonprofit

Read It: Importing Your Event Registration Data without Account ID

Data Read It Set Up Campaign Donation Form Event Registrations CRM CRM Client Orientation

Read It: Executing a Bulk Update

Data Read It Advanced Maintenance CRM Bulk Update

Read It: Adding and Editing Event Administrators

Read It Set Up Neon Giving Days Giving Days Hosts Back-End Event Administrators

Read It: Obtaining a Donation Detail Report for the Prior Year

Intermediate Data Read It Optional CRM Donation Report

Read It: Registration Discounts

Intermediate Events Read It Set Up CRM Registration Coupon Codes

Read It: Adding a User to Neon CRM

Adding System Users Program Management Read It Beginner Set Up CRM CRM Client Orientation Adding Users

Read It: Updating and Adding a Bank Account

Neon Pay Read It Beginner Set Up Bank Account

Read It: Student Class Enrollment

Read It Set Up Arts People Setup Enrollment Student

Read It: Tribute Donation Pages

Read It Beginner Set Up Donations Fundraise Donation Pages

Read It: Adding, Editing, and Deleting an Address

Account Management Read It Membership Beginner Set Up CRM Addresses

Read it: Adding Banner Images

Read It Beginner Set Up Fundraise Your Campaign Website Site Builder Banner Images

Read It: Creating a Peer-to-Peer Campaign Team

Intermediate Read It Fundraising Optional CRM Peer-to-Peer Campaign Campaign Team

Read It: Pre-Configuring Donation Form Payment Options

Read It Beginner Fundraising Set Up Donation Form CRM Donation Form Payment

Read It: Editing Assignee of Multiple Grants

Read It Fundraising Advanced Optional Grants CRM Moves Management

Read It: Creating a General Admission Seating Event

Events Read It Beginner Set Up CRM General Admission Seating

Read It: Dashboard and Navigation

Neon Pay Read It Beginner Set Up Dashboard

Read It: Create & Approve a Volunteer Time Sheet

Intermediate Events Read It Set Up CRM Event Management Volunteer Timesheets

Read It: Using Dynamic Dates as Criteria in Reports

Data Read It Advanced Optional CRM Reports Dynamic Dates

Read It: Overriding a Parent Setting at the Campaign Entity Level

Read It Advanced Set Up Fundraise Administrators Parent Settings

Read It: Creating an Email Condition for the CRM Donation Form

Read It Beginner Fundraising Set Up CRM Donation Form Builder Email Conditions

Read It: Creating a Donation Form Custom Field

Read It Beginner Fundraising Set Up CRM Custom Fields Fundraise

Read It: Clearing a Setting Override

Read It Advanced Set Up Fundraise Administrators Setting Override

Read It: Submitting and Fulfilling Pledges

Intermediate Read It Set Up Donations Fundraise Pledges

Read It: Customizing the Notify via Email and eCards Section

Read It Beginner Set Up Emails Donations Fundraise Tributes eCards

Read It: Obtaining a Donation Detail Report

Intermediate Data Read It Optional CRM Donation Report

Read It: Running a Charge Report

Neon Pay Read It Beginner Set Up Charge Report

Read It: Customizing System Email Messages

Read It Set Up Arts People Setup system messages

Read It: Setting Up Your Merchant Account

Neon Pay Read It Beginner Set Up Merchant Account

Read It: Creating Dynamic Pages

Beginner Set Up Neon Websites Websites Website Builder Dynamic Pages

Read It: Ticker Overrides

Read It Set Up Neon Giving Days Giving Days Hosts Back-End Ticker Overrides

Read It: Adding a Donation Summary to a Campaign Email

Intermediate Communication Read It Set Up CRM Donation Summary

Read It: Adding a Video to the Video Gallery

Read It Beginner Set Up Fundraise Your Campaign Website Video Gallery

Read It: Running a Custom Date Range Daily Report

Intermediate Data Read It Optional Daily Reports CRM Reports

Practice It: Customizing Notifications

Practice It Beginner Set Up Donations Fundraise Tributes Notifications

Read It: Class Enrollment Setup

Read It Set Up Arts People Setup Class Enrollment

Read It: Setting Membership Levels

Program Management Read It Membership Beginner Set Up Membership Levels CRM CRM Client Orientation

Read It: Creating a New Account

Account Management Program Management Read It Beginner Set Up CRM CRM Client Orientation Creating a new Account

Read It: Overriding a Parent Setting at the Group Entity Level

Read It Advanced Set Up Fundraise Administrators Parent Settings

Read It: Customizing the Notify Via Mail and Cards Section

Read It Beginner Set Up Donations Fundraise Tributes Cards Mail

Read It: Create a New Standalone Ticket Page

Read It Beginner Fundraising Set Up Fundraise Standalone Ticket Page

Read It: Adding and Editing Announcements

Read It Set Up Neon Giving Days Giving Days Hosts Back-End Announcements

Practice It: Overriding a Parent Setting at the Campaign Entity Level

Practice It Advanced Set Up Fundraise Administrators Parent Settings

Read It: Using Search Within Results in Reports

Data Read It Advanced Optional CRM Reports Search Within Results

Read It: Creating a Report of Current Members who have not Donated

Intermediate Data Read It Optional CRM Member Reporting

Read It: Enabling the Media Widget in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website Media Widget

Read It: Managing Pledge Payments

Read It Fundraising Advanced Maintenance CRM Pledges Pledge Payments

Read It: Creating System Email and Letter Settings

System Emails System Letters Communication Read It Beginner Set Up Letters Emails CRM

Read It: Customizing your Organization Profile

Customize Organization Profile Read It Beginner Set Up CRM CRM Client Orientation

Read It: Creating a Letter Template

System Letters Communication Read It Beginner Set Up Letters CRM

Read It: Knowing When to Use Neon Websites Versus Neon CRM

Beginner Set Up Neon Websites Websites Overview

Read It: Creating a Report

Read It Set Up Neon Giving Days Giving Days Reports Hosts Create Reports Reporting

Read It: Styling the Individual Fundraiser Web Page and Donation Form

Intermediate Read It Fundraising Optional CRM Individual Fundraisers

Read it: Editing Criteria & Columns

Data Read It Beginner Optional CRM CRM Reporting Edit Reports

Read It: Creating a Peer-to-Peer Campaign

Intermediate Read It Fundraising Optional CRM Peer-to-Peer Campaign

Read It: Reorder Pages and Hierarchy in the Menu Navigation

Read It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages

Read It: Creating a Campaign Landing Page

Read It Beginner Fundraising Set Up CRM Fundraise Landing Page

Read It: Enabling the Login Prompt Feature

Data Read It Advanced Optional CRM Login

Read It: Adding the Sponsors Widget and Navigation Menu Page in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website Sponsors

Read It: Merging Users

From Managing Registrants in the Admin Portal Course

Read It Beginner Set Up Fundraise Administrators Merging Users

Read It: Editing an FAQ Page

Read It Beginner Set Up Fundraise Your Campaign Website FAQ

Read It: Reporting on Pledges and Credits

Intermediate Read It Set Up Donations Fundraise Reporting Credits Report Pledges Report

Read It: Enrollment Pricing Setup

Read It Set Up Arts People Setup Enrollment Pricing

Read It: Creating a New Volunteer Project

Intermediate Events Read It Set Up CRM Event Management Volunteer Project

Read It: Customize Headers and Footers and Change Navigation Menu Layouts

Read It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu

Read It: Add a Portal Login Message

Intermediate Program Management Read It Set Up CRM Portal Login Message

Read It: Adding, Editing, Pinning, and Deleting a Note

Account Management Read It Membership Beginner Set Up CRM Notes

Read It: Topics and Categories

Intermediate Events Read It Set Up CRM Topics Categories

Read It: Reporting Donor Year-End Receipts Mailing List

Intermediate Data Read It Optional CRM Year-End Reporting

Read It: Modifying Access and Security Roles for an Administrator

Read It Beginner Set Up Fundraise Administrators Security Roles

Read It: Creating an Income Analysis Executive Report

Intermediate Data Read It Optional Executive Reports CRM Reports

Read It: Add Member-Only Content Pages

Intermediate Program Management Read It Set Up CRM Content Page

Read It: Releases, Refunds, and Exchanges

Read It Set Up Arts People Box Office exchanges releases refunds

Read It: Donor Settings for Increasing Donor Conversions

Read It Beginner Set Up Donations Fundraise Donor Conversions

Read It: Using the Content Editor

Read It Advanced Set Up CCM Administrators Content Editor

Read It: Customize Page Content Using Widgets

Read It Beginner Set Up Neon Websites Websites Website Builder Pages

Read It: Customizing Your Public Pages

Read It Set Up Arts People Setup Public Pages

Read It: Creating Peer-to-Peer Fundraisers as a Nonprofit

Read It Set Up Neon Giving Days Giving Days Fundraising Pages Nonprofits Peer-to-Peer Fundraisers

Read It: Individual Survey

Read It Beginner Set Up CRM CRM Client Orientation Individual Survey

Read It: Creating a Custom Theme

Themes Read It Beginner Set Up Theme Editor CRM CRM Client Orientation

Read It: Using the Campaigns List Page

Read It Beginner Fundraising Set Up CRM Fundraise Campaign List Page

Read It: Changing Default Fundraiser Page Settings

Events Read It Beginner Fundraising Set Up Fundraise Default Fundraiser Page

Read It: Exporting Lists

Read It Set Up Arts People Marketing Exporting Lists

Read It: Registering as a Returning Nonprofit

Read It Neon Giving Days Giving Days Registration Nonprofits Returning Nonprofit

Read It: Reviewing a Sample Neon CCM System

Read It: Creating an Effectiveness Over Time Executive Report

Intermediate Data Read It Optional Executive Reports CRM Reports

Read It: Adding Household Members

Read It Set Up Arts People Database Household Members

Read It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Intermediate Events Read It Optional CRM Purchasing Tickets Sales

Read It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

Intermediate Events Read It Set Up CRM Online Event Ticket Type General Admission Seating

Read It: Relaunching a Fundraising Campaign

Read It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Read It: Adding a New Security Role and Permission Levels

Read It Beginner Set Up Fundraise Administrators Security Roles Permission Levels

Read It: Running ID Reports to Locate IDs

Intermediate Read It Set Up Fundraise Administrators Bulk Donations ID Reports

Read It: Add an Email Audience for Members-Only Newsletters

Intermediate Read It Membership Optional Email Audiences CRM

Read It: Replicating a Fundraising Campaign

Read It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Read It: Creating a Custom Automated Email

Intermediate Read It Set Up Fundraise Admin Email Communications Automated Emails

Read It: Adding a Discount Code

Intermediate Events Read It Set Up CRM Discount Code

Read It: Organizing Your Campaigns into a Group

Read It Advanced Set Up Fundraise Campaigns Administrators

Read It: Giving Individual Fundraisers Access to Their Personal Web Page and Donation Form

Intermediate Read It Fundraising Optional CRM Individual Fundraisers

Read It: Thanking Network Members

Read It Beginner Fundraising Set Up Fundraise Network Members

Read It: Turning On and Off CLP Sidebar Menu Options

Intermediate Program Management Read It Set Up CRM Sidebar Menu Options

Read It: Relationship Connections in Neon CRM

Read It Beginner Set Up CRM CRM Client Orientation Households Relationships Company Contacts

Read it: Importing Your Account Data with ID Column

Data Read It Beginner Set Up Import Manager CRM CRM Client Orientation

Read It: Copying an Existing Event

Events Read It Beginner Set Up Creating an Event Event Settings CRM

Read It: Creating a Free Legacy Event

Events Read It Beginner CRM Event Management Free Event

Read It: Creating a Venue Seat Map

Events Read It Advanced Set Up CRM Seat Map Venue Objects Tiers

Read It: Refunding Donations

Read It Set Up Donations Neon Giving Days Giving Days Hosts Back-End

Read It: Set Theme and Configure Legacy Event Registration Forms

Themes Events Read It Beginner Set Up Event Registrations CRM Event Management

Read It: Accessing One-Click Reports & Modifying Columns

Intermediate Data Read It Optional One-Click Reports CRM Reports

Read It: Uploading Bulk Donations

Intermediate Read It Set Up Donations Fundraise Bulk Donations

Read It: Running Reports to Identify Transactions That Have Soft Credits Applied

Intermediate Data Read It Optional CRM Soft Credits

Read It: Ending and Deleting a Recurring Donation

Read It Beginner Set Up Donations Fundraise Recurring donations

Read It: Adding a Registrant

From Managing Registrants in the Admin Portal Course

Read It Beginner Set Up Fundraise Administrators Registrant

Read It: Setting Up User Accounts

Neon Pay Read It Beginner Set Up User Accounts

Read It: Running an Email Report

Intermediate Communication Read It Optional CRM Email Reports

Read It: Adding Individual Fundraisers

Intermediate Read It Fundraising Optional CRM Individual Fundraisers

Read It: Creating Peer-to-Peer Fundraisers as a Donor or Fundraiser

Read It Set Up Neon Giving Days Giving Days Fundraising Pages Donors Peer-to-Peer Fundraisers

Read It: Managing Peer-to-Peer Fundraisers as a Nonprofit

Read It Set Up Neon Giving Days Giving Days Fundraising Pages Nonprofits Peer-to-Peer Fundraisers

Read It: Customizing Your Charge Report

Neon Pay Read It Beginner Set Up Charge Report

Read It: Sending Pledge Invoices

Read It Fundraising Advanced Set Up CRM Pledges pledge invoices

Read It: Managing the Navigation Menu

Read It Beginner Set Up Fundraise Your Campaign Website Site Builder Navigation Menu

Read It: Setting up Donations

Read It Set Up Donations Arts People Setup Donation Types Appeal Campaigns Funds appeals

Read It: Running a Duplicate Scan

Read It Beginner Set Up Duplicate Management CRM CRM Client Orientation Duplicate Scan

Read it: Create an Endurance Challenge

Intermediate Read It Fundraising Set Up Fundraise Administrators Endurance Challenge

Read It: Customizing Your Campaign Terms

Read It Beginner Set Up Fundraise Your Campaign Website Campaign Terms

Read It: Creating a Person Type

Read It Set Up Arts People Pricing

Read It: Subscriptions

Read It Set Up Subscriptions Arts People Box Office

Read It: Managing Peer-to-Peer Fundraisers for Donors and Fundraisers

Read It Set Up Neon Giving Days Giving Days Fundraising Pages Donors Peer-to-Peer Fundraisers

Read It: Setting Sub-Member Terms and Pricing

Read It Membership Beginner Set Up CRM Sub-member terms Sub-member pricing

Read It: Creating a Donation Form

Read It Beginner Fundraising Set Up Donations Donation Form CRM CRM Client Orientation Donation Form Builder

Read It: Legacy Event Specific and Custom Legacy Event Fields

Events Read It Beginner Set Up Event Registrations CRM Event Management Custom Fields

Read It: Ending and Fulfilling a Donation Match

Read It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Read It: Creating a Fundraising Team

Watch It Beginner Set Up Fundraise Fundraising Team Administrators

Read It: Create Folders and Nested Pages to Organize Your Pages

Read It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages

Read It: Adding a Question and Answer

Read It Beginner Set Up Fundraise Your Campaign Website FAQ

Read It: Creating a Pledge

Read It Fundraising Advanced Set Up CRM Pledges

Read It: Viewing Sent Emails in the CRM

Communication with Constituents Communication Read It Beginner Set Up Emails CRM

Read It: Deleting an Administrator

Read It Beginner Set Up Fundraise Administrators Deleting Administrators

Read It: Publishing Your Website and Connecting it to a Domain

Read It Beginner Set Up Neon Websites Websites Website Builder Launch Domain

Read It: Locating and Uploading Files

Read It Set Up Neon Giving Days Giving Days Hosts Back-End Files

Read It: Using Your BCC Email Address and External Email Forwarding Address

Communication with Constituents Communication Read It Beginner Set Up Emails CRM

Read It: Creating a Newsletter Subscription Form

Intermediate Communication Read It Set Up CRM Newsletter Subscription

Read It: Creating an Assigned Seating Event

Events Read It Beginner Set Up CRM Assigned Seating Seat Map

Read It: Add an Event Discount

Intermediate Read It Membership Optional CRM Discount

Read It: Running a Report to Identify Those Who Should Receive a Year-End Appeal

Intermediate Data Read It Optional CRM Year-End Appeal

Read It: Reporting Legacy Events Associated With Campaigns

Intermediate Data Read It Optional CRM Event Reporting

Read It: Creating an Email Condition for the CRM Membership Form

Read It Membership Beginner Set Up CRM Email Conditions

Read It: Creating an Email Audience

Communication Read It Beginner Set Up Email Audiences CRM

Read It: Conducting a Duplicate Scan

Data Read It Advanced Maintenance Duplicate Management CRM

Read It: Create and Edit a Blog Post

Read It Beginner Set Up Neon Websites Websites Website Builder Blog Posts

Read It: Setting Membership Due and Overdue Emails

System Emails Communication Read It Beginner Set Up Emails CRM

Create It: Mapping CRM Transactions to QuickBooks

Create It Program Management Advanced Set Up QuickBooks CRM

Create It: Creating Custom Fields for Campaign Donation Forms

Create It Beginner Fundraising Set Up CRM Custom Fields

Create It: Setting up Retail Items

Create It Set Up Arts People Setup Retail Items

Create It: Activating a One-Click Workflow

Create It Beginner Set Up CRM Workflows One-Click Workflows

Create It: Preparing your Event Registration Data for Import

Create It Data Beginner Set Up Event Registrations CRM CRM Client Orientation

Create It: Customizing Your Organization Profile

Customize Organization Profile Create It Beginner Set Up CRM CRM Client Orientation

Create It: Customizing Your Public Pages

Create It Set Up Arts People Setup Public Pages

Create It: Customize Page Content Using Widgets

Create It Beginner Neon Websites Setup Websites Website Builder Pages

Create It: Enabling the Email Link Authentication Feature

Create It Data Advanced Optional CRM Authentication

Create It: Creating a Campaign Landing Page

Create It Beginner Fundraising Set Up CRM Landing Page

Create It: Enabling the Login Prompt Feature

Login to CRM Create It Data Advanced Optional CRM

Create It: Creating Dynamic Pages

Create It Events Beginner Set Up CRM Dynamic Pages

Create It: Update Your Membership Form With a New Membership Custom Field

Create It Membership Beginner Set Up Membership Forms CRM Custom Fields

Create It: Setting Up Your Email Template

Create It Beginner Set Up CRM CRM Client Orientation Email Template

Create It: Creating a Venue Event with General Admission Seating

Create It Events Beginner Set Up CRM General Admission Seating

Create It: Preparing Your Account Data for Import

Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Creating a Venue Seat Map

Create It Events Advanced Set Up CRM Seat Map

Create It: Topics and Categories

Intermediate Create It Events Set Up CRM Topics Categories

Create It: Create and Edit a Blog Post

Create It Beginner Set Up Neon Websites Websites Website Builder Blog Posts

Create It: Integrating Eventbrite

Create It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation Eventbrite

Create It: Add Pages in Neon One Websites

Create It Beginner Set Up Neon Websites Websites Website Builder Pages

Create It: You Create a Report for Donation Data

Create It Set Up Neon Giving Days Giving Days Reports Hosts Create Reports Reporting

Create It: Adding a Patron Record to the Database

Create It Set Up Arts People Database Patron Record

Create It: Creating a Distribution Rule

Create It Fundraising Advanced Set Up CRM Soft Credits distribution rule

Create It: Legacy Event Waiver Statement

Create It Events Beginner Set Up Event Registrations CRM Event Management Waiver

Create It: Creating a Pledge

Create It Fundraising Advanced Set Up CRM Pledges

Create It: Managing Pledge Payments

Create It Fundraising Advanced Maintenance CRM Pledges Pledge Payments

Create It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event

Create It Events Beginner Set Up CRM Event Management Multiple Ticket Prices Multiple Attendees

Create It: Creating an Email Campaign - Year-End Appeal

Intermediate Create It Communication Set Up Email Campaigns CRM System Communication Year-End Appeal

Create It: Adding your Logo, Favicon, and Header Image

Adding a logo Create It Beginner Set Up CRM CRM Client Orientation

Create It: Completing the Event Check-In Process - QR Code Scan Check-In

Intermediate Create It Events Optional CRM Purchasing Tickets QR Code

Create It: Using the Campaign Goal Meter

Create It Beginner Fundraising Set Up CRM Goal Meter

Create It: Creating a CRM Membership Form

Create It Membership Beginner Set Up CRM Form Builder

Create It: Importing Your Donation Data

Create It Data Beginner Set Up Donations CRM CRM Client Orientation

Create It: Building a Performance

Create It Set Up Arts People Setup Performance

Create It: Testing a One-Click Workflow

Create It Beginner Set Up CRM Workflows One-Click Workflows

Create It: Creating a Venue Event with Assigned Seating

Create It Events Beginner Set Up CRM Assigned Seating Seat Map

Create It: Executing a Bulk Update

Create It Data Advanced Maintenance CRM Bulk Update

Create It: Additional Box Office Features

Create It Set Up Arts People Box Office Patron Check-In Orders on Reserve Scan Tickets Seats Available Door Sales

Create It: Adding a User to Neon CRM

Adding System Users Create It Program Management Beginner Set Up CRM CRM Client Orientation Adding Users

Create It: Syncing a Test Transaction to QuickBooks

Create It Program Management Advanced Set Up QuickBooks CRM

Create It: Conducting a Duplicate Scan

Create It Data Advanced Maintenance Duplicate Management CRM

Create It: Publishing Your Website and Connecting It to a Domain

Create It Beginner Set Up Neon Websites Websites Website Builder Launch Domain

Create It: Adding the Access Denied Page and Linking a Membership Form

Intermediate Create It Set Up Membership Forms Neon Websites Websites Website Builder Access Denied

Create It: Enrollment Pricing Setup

Create It Set Up Arts People Setup Enrollment Pricing

Create It: Adding Seat Map Tiers

Create It Events Advanced Set Up CRM Seat Map Tiers

Create It: Setting up General Admission Venues

Create It Set Up Arts People Setup General Admission

Create It: Add, Customize, and Activate a Popup

Create It Beginner Set Up Neon Websites Websites Website Builder Popup

Create It: Enabling Account Match in Neon CRM

Create It Beginner Fundraising Set Up CRM Account Match

Create It: Create Custom Fields

Intermediate Create It Events Set Up CRM Custom Fields

Create It: Connecting Neon CRM to QuickBooks

Create It Program Management Advanced Set Up QuickBooks CRM

Create It: Performing an Account Batch Update

Create It Data Advanced Maintenance CRM Account Batch Update

Create It: Creating a Peer-to-Peer Campaign

Intermediate Create It Fundraising Optional CRM Peer-to-Peer Campaign

Create It: Reviewing Neon Websites Templates for Step 1 in Week 1

Create It Beginner Set Up Neon Websites Websites Overview

Create It: Communicating About CRM Files

Create It Communication Beginner Set Up CRM Files

Create It: Setting Up Your Merchant Account

Neon Pay Create It Beginner Set Up Merchant Account

Create It: Adding a Sub-Membership as a System User

Intermediate Create It Membership Set Up CRM Sub-Members

Create It: Adding Venue Objects

Create It Events Advanced Set Up CRM Seat Map Venue Objects

Create It: Creating a Letter Campaign – Year-End Tax Letter

Intermediate Create It Communication Set Up CRM Letter Campaign System Communication Year-End Tax Letter

Create It: Importing Your Event Registration Data

Data Beginner Set Up Event Registrations CRM CRM Client Orientation

Create It: Completing the Event Check-In Process - Manual Check-In

Intermediate Create It Events Optional CRM Event Check-In

Create It: Using the Neon Event Widget to Connect Data from Neon CRM

Create It Beginner Set Up Neon Websites Websites Widgets Neon Events

Practice It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder

Practice It Beginner Fundraising Set Up Fundraise Site Builder

Create It: Giving Individual Fundraisers Access to Their Personal Web Page and Donation Form

Intermediate Create It Fundraising Optional CRM Individual Fundraisers

Practice It: Enabling the Account Match Feature

Practice It Data Advanced Set Up CRM Account Match

Create It: Creating Multiple Ticket Prices, One Admittee Legacy Event

Create It Events Beginner Set Up CRM Event Management Multiple Ticket Prices One Attendee

Create It: Adding Conditional Ticket Prices

Create It Events Beginner Set Up CRM Event Management Conditional Ticket Prices

Create It: Setting Up Donations

Create It Set Up Donations Arts People Setup Donation Types Campaigns Funds appeals

Create It: Linking Forms from CRM to Your Website

Create It Beginner Set Up CRM Neon Websites Websites Website Builder

Practice It: Customizing the Notify via Email and eCards Section

Practice It Beginner Set Up Emails Donations Fundraise Tributes eCards

Practice It: Customizing the Notify Via Mail + Cards Section

Practice It Beginner Set Up Donations Fundraise Tributes Cards Mail

Create It: Creating a Newsletter Subscription Form

Intermediate Create It Communication Set Up CRM Newsletter Subscription

Create It: Branding Setup

Create It Beginner Set Up CRM CRM Client Orientation Branding Setup

Create It: Cloning a One-Click Workflow

Watch It Create It Beginner Set Up CRM Workflows One-Click Workflows

Create It: Legacy Event Specific and Custom Legacy Event Fields

Create It Events Beginner Set Up Event Registrations CRM Event Management Custom Fields

Create It: Creating a Peer-to-Peer Campaign Team

Intermediate Create It Fundraising Optional CRM Peer-to-Peer Campaign Campaign Team

Create It: Completing Your Neon Websites Worksheet for Step 1 in Week 1

Create It Beginner Set Up Neon Websites Websites Overview

Create It: Importing Email Addresses

Intermediate Create It Communication Set Up CRM Import

Create It: Adding a New Ticket Type to an Existing Online or General Admission Seating Venue Event

Intermediate Create It Events Set Up CRM Online Event Ticket Type General Admission Seating

Create It: Adding Soft Credits

Create It Fundraising Advanced CRM Soft Credits

Create It: Create a New Membership Level

Create It Membership Beginner Set Up Membership Levels Memberships CRM

Create It: Organization Information

Create It Beginner Set Up CRM CRM Client Orientation Organization Information

Create It: Preparing Your Membership Data for Import

Create It Data Membership Beginner Set Up CRM CRM Client Orientation

Create It: Restricting Pages to Require Login

Intermediate Create It Set Up Neon Websites Websites Website Builder Member Log-In

Create It: Adding Household Members

Create It Set Up Arts People Database Household Members

Create It: Navigate Neon CRM

Navigating CRM Create It Beginner CRM CRM Client Orientation

Create It: Set Theme and Configure Legacy Event Registration Form

Themes Create It Events Beginner Set Up Event Registrations CRM Event Management

Create It: Associating Membership to Funds

Create It Set Up Memberships Arts People Setup Funds

Create It: Set up Neon Pay

Neon Pay Create It Beginner Set Up CRM CRM Client Orientation

Create It: Individual Survey

Create It Beginner Set Up CRM CRM Client Orientation Individual Survey

Create It: Building a Membership Custom Field

Create It Membership Beginner Set Up CRM Custom Fields

Create It: Creating an Online Event

Create It Events Beginner Set Up CRM Online Event

Create It: Setting Membership Levels

Create It Program Management Membership Beginner Set Up Membership Levels CRM CRM Client Orientation

Create It: Generating a Targeted List

Create It Set Up Arts People Marketing Targeted Lists

Create It: Setting Membership Terms

Create It Membership Beginner Set Up CRM CRM Client Orientation Membership Terms

Create It: Creating a New Account

Account Management Create It Program Management Beginner Set Up CRM CRM Client Orientation Creating a new Account

Create It: Editing a One-Click Workflow

Create It Beginner Set Up CRM Workflows One-Click Workflows

Create It: Creating a Free Legacy Event

Create It Events Beginner Set Up CRM Event Management Free Event

Create It: Styling the Individual Fundraiser Web Page and Donation Form

Intermediate Create It Fundraising Optional CRM Individual Fundraisers

Create It: Registration Discounts

Intermediate Create It Events Set Up CRM Registration Coupon Codes

Create It: Gift Certificates

Create It Set Up Arts People Box Office Gift Certificates

Create It: Importing Your Membership Data

Create It Data Membership Beginner Set Up CRM CRM Client Orientation

Create It: Ticket Sales

Create It Set Up Arts People Box Office Ticket Sales

Create It: Creating a Donation Form

Create It Beginner Set Up Donations Donation Form CRM CRM Client Orientation

Create It: Viewing and Reconciling Accounts in the Partial Match Queue

Create It Data Advanced Maintenance CRM Match Queue

Create It: Creating a System Email Version – Event Reminder

System Emails Intermediate Create It Communication Set Up CRM Event Reminder

Create It: Creating a CRM Account Form

Create It Beginner Set Up CRM Forms & Pages Account Forms

Create It: Pre-Configuring Donation Form Payment Options

Create It Beginner Fundraising Set Up Donation Form CRM Donation Form Payment

Create It: Signing Up for Neon Pay

Neon Pay Create It Beginner Set Up

Create It: Adding a Donation

Orientation Create It Beginner Set Up Donations CRM CRM Client Orientation

Create It: Running a Duplicate Scan

Create It Beginner Set Up Duplicate Management CRM CRM Client Orientation Duplicate Scan

Create It: Sending Pledge Invoices

Create It Fundraising Advanced Set Up CRM Pledges pledge invoices

Create It: Sending an Email From an Account Page

Communication with Constituents Create It Communication Beginner Set Up Emails CRM

Create It: Preparing Your Donation Data for Import

Create It Data Beginner Set Up Donations CRM CRM Client Orientation

Create It: Editing Membership Settings

Create It Membership Beginner Maintenance CRM CRM Client Orientation Editing Membership Settings

Create It: Creating a Single Admission Legacy Event

Create It Events Beginner Set Up CRM Event Management Single Admission

Create It: Importing Your Account Data

Create It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Create It: Enabling the Account Match Feature

Create It Data Advanced Set Up CRM Account Match

Create It: Adding Sessions

Intermediate Create It Events Set Up CRM Sessions

Create It: Adding the Member Login Button

Intermediate Create It Set Up Neon Websites Websites Website Builder Member Log-In

Create It: Adding a Show

Create It Set Up Arts People Setup Show

Create It: Releases, Refunds, and Exchanges

Create It Set Up Arts People Box Office exchanges releases refunds

Create It: Adding a Membership as a System User

Intermediate Create It Membership Set Up CRM Adding a Membership

Create It: Creating a CRM Donation Form

Create It Beginner Fundraising Set Up Donation Form CRM Donation Form Builder

Create It: Creating Dynamic Pages

Create It Beginner Set Up Neon Websites Websites Website Builder Dynamic Pages

Create It: Adding Individual Fundraisers

Intermediate Create It Fundraising Optional CRM Individual Fundraisers

Create It: Adding Merchandise

Intermediate Create It Events Set Up CRM Merchandise

Create It: Adding a Discount Code

Intermediate Create It Events Set Up CRM Discount Code

Create It: Creating a Conditional Email for In-Kind Gifts

System Emails Create It Communication Beginner Set Up Emails CRM Conditional Emails

Create It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent

Intermediate Create It Events Optional CRM Purchasing Tickets Sales

Create It: Customizing a Soft Credit Recipient Acknowledgement Email

Create It Fundraising Advanced Set Up CRM Soft Credits Soft Credit Recipient acknowledgement email

Create It: Creating a Custom Theme

Themes Create It Beginner Set Up Theme Editor CRM CRM Client Orientation

Create It: You Create a Report for Active Users

Create It Set Up Neon Giving Days Giving Days Reports Hosts Create Reports Reporting

Create It: Creating a Legacy Donation Form

Create It Beginner Fundraising Set Up Donation Form CRM Legacy Donation Form

Create It: Creating an Email Version

System Emails Create It Communication Beginner Set Up Emails CRM

Create It: Setting Up Memberships

Create It Set Up Memberships Arts People Setup Recurring Donations Membership Types

Create It: Class Enrollment Setup

Create It Set Up Arts People Setup Class Enrollment

Create It: Pre-Configuring Field Values in Neon CRM

Create It Beginner Set Up CRM CRM Client Orientation Field Values

Create It: Adding a New Ticket Type to an Existing Assigned Seating Event

Intermediate Create It Events Set Up CRM Ticket Type Assigned Seating

Create It: Using the Campaigns List Page

Create It Beginner Fundraising Set Up CRM Campaign List Page

Create It: Splitting Donations

Create It Fundraising Advanced Set Up CRM Split Donations

Create It: Renewing a Membership with Sub-Members as a System user

Intermediate Create It Membership Set Up CRM Renew Membership

Create It: Viewing Payouts in Neon CRM

Create It Program Management Advanced Optional QuickBooks CRM

Create It: Renewing a Membership without Sub-Members as a System User

Intermediate Create It Membership Set Up CRM Renew Membership

Practice It: Clearing a Setting Override

Practice It Advanced Set Up Fundraise Administrators Setting Override

Practice It: Editing a Donation Record

Intermediate Practice It Set Up Donations Fundraise Bulk Donations Donation Record

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.

Set Up Neon Giving Days Giving Days Individual Fundraisers Fundraising Pages Donors Peer-to-Peer Fundraisers

Practice It: Customizing Your System Email Messages

Practice It Set Up Arts People Setup system messages

Practice It: Using Workflows to Communicate with System Users

Communication Practice It Beginner Set Up CRM Workflows

Practice It: Using the Neon Event Widget to Connect Data from Neon CRM

Practice It Beginner Set Up Neon Websites Websites Widgets Neon Events

Practice It: Uploading Bulk Donations

Intermediate Practice It Set Up Donations Fundraise Bulk Donations

Practice It: Updating Membership Forms to Include Custom Fields

Practice It Membership Beginner Set Up Membership Forms CRM Custom Fields

Practice It: Updating Campaign Information at a Campaign Level

Practice It Beginner Set Up Fundraise Campaigns Administrators

Practice It: Syncing Test Transactions to QuickBooks

Practice It Program Management Advanced Set Up QuickBooks CRM

Practice It: Subscriptions

Practice It Set Up Subscriptions Arts People Box Office

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.

Advanced Set Up Emails CCM Administrators Relationships Documents Content Editor Case Notes Comments Reminders Inactivate User

Neon Fundraise: Recurring Donations

In this course you will learn how to set up, create, edit, end, and delete recurring donations in Neon Fundraise.

Beginner Set Up Donations Fundraise Recurring Donations

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.

Beginner Set Up Fundraise Fundraising Team Administrators Merging Users Registrant

Practice It: Create Custom Fields

Intermediate Events Practice It Set Up CRM Custom Fields

Practice It: Updating Organization Information at an Organization Level

Practice It Beginner Set Up Fundraise Administrators Organization Information

Practice It: Finding Resources and Making Suggestions in Neon One Support

Practice It Beginner Set Up Fundraise Administrators Support

Neon Websites - Sales

This course introduces Neon Websites. It reviews the basics of Neon Websites, including a high-level overview of its layout, how it works in conjunction with a client CRM, and what to expect in the redesign process with your Neon Web Design team.

Registration Basics for Hosts

This course prepares Hosts to manage registration submissions in the Giving Days platform.

Set Up Neon Giving Days Giving Days Registration Hosts Dashboard Registration Requests

Practice It: Editing a Security Role

Practice It Beginner Set Up Fundraise Administrators Security Roles

Practice It: Modifying Access and Security Roles for an Administrator

Practice It Beginner Set Up Fundraise Administrators Security Roles

Practice It: Updating Your Neon Fundraise Profile and Notifications

Practice It Beginner Set Up Fundraise Administrators Notifications Profile

Practice It: Deleting an Administrator

Practice It Beginner Set Up Fundraise Administrators Deleting Administrators

Practice It: Registering as a New Nonprofit

Practice It Set Up Neon Giving Days Giving Days Registration Nonprofits New Nonprofit

Moves Management

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

Fundraising Advanced Optional Activities List Grants Prospects CRM Activities Moves Management Constituent Relationship Management

Practice It: Linking Forms from CRM to Your Website

Practice It Beginner Set Up CRM Neon Websites Websites Website Builder

Module 2 - CRM Fundraising

Module 4 - Reports & Workflows

Practice It: Creating Dynamic Pages

Practice It Beginner Set Up Neon Websites Websites Website Builder Dynamic Pages

Neon Fundraise Community Call

Join the Neon Fundraise Product Team to learn about what we are building into Neon Fundraise.

Module 1 - Neon CRM Fundamentals

Module 3 - Communication, Events, & Volunteers

Practice It: Using Standard Reports

Practice It Set Up Arts People Reports Standard Reports

Practice It: Creating Fully Customized Reports

Practice It Set Up Arts People Reports Customized Reports Create Reports

Practice It: Saved Reports

Practice It Set Up Saved Reports Arts People Reports

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.

Neon Pay Program Management Advanced Maintenance Set Up Optional QuickBooks CRM

Providing Member Benefits in Neon CRM

In this course you will learn features of the Constituent Login Portal that can be used to provide benefits to your members

Intermediate Events Course Membership Beginner Set Up Optional Member Benefits Email Audiences CRM Event Management Member Store Ticket Prices Discount

Neon Pay Reporting

This course provides a brief overview of Monthly Statement Reports and how to create Charge Reports in the Neon Pay platform.

Neon Pay Beginner Set Up Charge Report Financial Fitness

Practice It: Creating Peer-to-Peer Fundraisers as a Nonprofit

Practice It Set Up Neon Giving Days Giving Days Fundraising Pages Nonprofits Peer-to-Peer Fundraisers

Neon Fundraise Community Call Webinar

Recorded Webinar of Neon Fundraise Product Team presentation on what we are building into Neon Fundraise.

Practice It: Overriding a Parent Setting at the Group Entity Level

Practice It Advanced Set Up Fundraise Administrators Parent Settings

Donation Form Advanced Configurations Webinar

Recorded Donation Form Advanced Configurations Webinar

Practice It: Publishing Your Website and Connecting it to a Domain

Practice It Beginner Set Up Neon Websites Websites Website Builder Launch Domain

Practice It: Create an Income Analysis Executive Report

Intermediate Practice It Data Optional Executive Reports CRM Reports

Practice It: Managing Peer-to-Peer Fundraiser Pages as a Nonprofit

Practice It Set Up Neon Giving Days Giving Days Fundraising Pages Nonprofits Peer-to-Peer Fundraisers

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.

Intermediate Set Up Donations Fundraise Bulk Donations ID Reports Donation Record

Practice It: Creating an Activity to Track User Communication

Communication Practice It Beginner Set Up CRM Activities Tracking

Practice It: Providing an Effective Email Template

Events Practice It Beginner Fundraising Set Up Fundraise Email Template

Practice It: Bulk Editing Registered Users

Practice It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registered Users

Practice It: Building a Performance

Practice It Set Up Arts People Setup Performance

Practice It: Reporting Tool Overview

Practice It: Create a Summary Report

Practice It: Adding Member-Only Content Pages

Intermediate Practice It Program Management Set Up CRM Content Page

Welcome to Neon CCM Case Management

In this course you will learn the fundamentals of the Neon One case management system

Neon CCM Reporting Tool Basics

In this course you will learn about the different ways that CCM reports can be displayed, summarized, and filtered.

Orientation to the Neon Fundraise Admin Interface

This course demonstrates how to navigate the Admin Interface.

Practice It: Configuring Recurring Donations

Practice It Beginner Set Up Donations Fundraise Recurring Donations

Practice It: Editing and Modifying a Recurring Donation

Practice It Beginner Set Up Donations Fundraise Recurring Donations

Practice It: Ending and Deleting a Recurring Donation

Practice It Beginner Set Up Donations Fundraise Recurring Donations

Practice It: Creating a Recurring Donation

Practice It Beginner Set Up Donations Fundraise Recurring Donations

Practice It: Creating a Test Transaction

Practice It Program Management Advanced Set Up QuickBooks CRM

Practice It: Unlocking and Editing a Transaction Record

Practice It Program Management Advanced Maintenance QuickBooks CRM

Practice It: Adding Homepage Widgets

Practice It Beginner Set Up Fundraise Your Campaign Website Widgets Site Builder

Practice It: Creating a Conditional Email - Legacy Event Reminder

Intermediate Communication Practice It Set Up CRM Conditional Emails Event Reminder System Communication

Practice It: Adding Call-To-Action Buttons

Practice It Beginner Set Up Fundraise Your Campaign Website Buttons Site Builder

Practice It: Managing the Navigation Menu

Practice It Beginner Set Up Fundraise Your Campaign Website Site Builder Navigation Menu

Practice It: Adding a New Page

Practice It Beginner Set Up Fundraise Your Campaign Website Site Builder New Page

Practice It: Create an Endurance Challenge

Intermediate Practice It Fundraising Set Up Fundraise Administrators Endurance Challenge

Read It: Linking an Existing Donation Form to an Existing Campaign

Intermediate Donation Form CRM Campaigns

Read It: Creating and Adding a Custom Field to an Existing Donation Form

Intermediate Campaign Donation Form Donation Form CRM Custom Fields Campaigns

Practice It: Entering Endurance Activity for a Fundraiser as an Administrator

Intermediate Practice It Fundraising Set Up Fundraise Administrators Endurance Challenge

Practice It: Customizing Your Public Pages

Practice It Set Up Arts People Setup Public Pages

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.

Intermediate Events Optional CRM Purchasing Tickets Sales Event Check-In

Create It: Purchasing Tickets for a General Admission Seating Event or Online Event on Behalf of a Constituent

Intermediate Create It Events Optional CRM Purchasing Tickets Sales

Read It: Purchasing Tickets for an Online or General Admission Seating Event on Behalf of a Constituent

Intermediate Events Read It Optional CRM Purchasing Tickets Sales

Watch It: Purchasing Tickets for a General Admission Seating Event or an Online Event on Behalf of a Constituent

Watch It Intermediate Events Optional CRM Purchasing Tickets Sales

Practice It: Customize Page Content Using Widgets

Practice It Beginner Set Up Neon Websites Websites Website Builder Pages

Practice It: Create and Edit a Blog Post

Practice It Beginner Set Up Neon Websites Websites Website Builder Blog Posts

Practice It: Downloading a Bulk Donation Sample Template

Intermediate Practice It Set Up Donations Fundraise Bulk Donations

Practice It: Manually Entering Donations

Practice It Set Up Donations Neon Giving Days Giving Days Hosts Back-End

Practice It: Refunding Donations

Practice It Set Up Donations Neon Giving Days Giving Days Hosts Back-End

Practice It: Ticker Overrides

Practice It Set Up Neon Giving Days Giving Days Hosts Back-End Ticker Overrides

Practice It: Customizing the Tribute Section

Practice It Beginner Set Up Donations Fundraise Tributes

Fundraiser Dashboard Settings for Fundraisers

This is a resource for fundraisers to manage fundraiser pages.

Social Media Beginner Fundraising Set Up Fundraise Fundraiser Pages Fundraising Team Fundraising Activities Fundraising Messages Network Members

Practice It: Modifying the Tribute Form

Practice It Beginner Set Up Donations Fundraise Tribute Form

Practice It: Creating a Conditional Letter

System Letters Communication Practice It Beginner Set Up Letters Conditional Actions CRM

Donor Matching Webinar

Recorded Donor Matching Webinar

Advanced Workflows

This course examines how to build custom workflows in Neon CRM.

Advanced Optional Conditional Workflow CRM Workflows Event Workflow Date Workflow

Arts People: Season Setup

In this course you will learn how to use the season setup features in Arts People.

Set Up Arts People Setup Show Performance General Admission Retail Items Venues

Neon CRM Group Training

Group trainings are a broad overview on a specific topic. We will go through the recommended setup process and take questions throughout.

Open Office Hour

Open Office Hours are a live Q&A to get one-off questions answered on the spot. We will be using a demo environment in order to show basic functionality. Questions should remain general enough that all attendees can learn from the demo. Questions will be answered in the order they are submitted. NOTE: You may participate in one session per month.

Introduction to Workflows

This course examines the basics of workflows, including One-Click Workflows, in Neon CRM.

Beginner Set Up CRM Workflows One-Click Workflows

Fundraise Reporting

This course is an overview of the reporting process for Fundraise.

Beginner Fundraising Optional Fundraise Reports

Inherited Settings

This course demonstrates how to organize Neon Fundraise campaigns into groups, as well as how to configure, override, and clear inherited settings.

Advanced Set Up Fundraise Campaigns Administrators Parent Settings Setting Override

Practice It: Create a Report Using Search Within Results

Practice It Data Advanced Optional CRM Reports Search Within Results

Practice It: Editing Tickets and Fields

Practice It Beginner Set Up Fundraise Getting Started Ticket Builder

Practice It: Creating Tickets and Adding Fields

Practice It Beginner Set Up Fundraise Getting Started Ticket Builder

Practice It: Create a New Standalone Donation Page

Practice It Beginner Fundraising Set Up Fundraise Standalone Donation Page

Practice It: Ticket Sales

Practice It Set Up Arts People Box Office Ticket Sales

Neon Pay Payment Processing

This course provides a brief overview of how payment processing works within the Neon Pay platform.

Neon Pay Beginner Set Up Payment Processing

Arts People: Enrollments

In this course, you will learn how to use the enrollment feature in Arts People.

Set Up Arts People Setup Class Enrollment Pricing Student

Arts People: Donations and Memberships

In this course you will learn how setup different donation and membership types in Arts People.

Set Up Memberships Donations Arts People Setup Donation Types Campaigns Funds appeals Recurring Donations Membership Types

Introduction to Fundraiser Dashboard Settings for Administrators

This course is a guide for campaign administrators to manage campaign settings effecting fundraiser pages.

Beginner Fundraising Set Up Fundraise Hero Image Default Fundraiser Page Fundraiser Task List Livestreams Email Template

Bulk User Administration: Registering & Editing Users

In this course, you will learn how to bulk register new users and edit existing users.

Beginner Set Up Fundraise Members, Registration, and Login Bulk Registrations New Users

Fundraise Donation Settings

This course illustrates how to use donation settings in Fundraise.

Beginner Fundraising Set Up Fundraise Donor Conversions Mobile Phone Users Donation Pages Tribute Form

Entering & Verifying Offline Donations for Fundraisers

Learn how to enter and verify offline donations when receiving a donation as cash or check.

Beginner Set Up Donations Fundraise Offline Donations

Fundraise Registration

This course is an overview of the registration process for Fundraise.

Beginner Fundraising Set Up Fundraise Registration Members, Registration, and Login

Practice It: Generating an Email Using Mailing Lists

Practice It Set Up Email Marketing Emails Arts People Marketing Mailing List

Neon Fundraise: Campaign Types & Creating Campaigns

In this course, you will learn how to identify and describe the different types of campaigns available in Neon Fundraise.

Read It Beginner Fundraising Set Up Fundraising Campaigns Neon Fundraise Fundraise Site Builder Standalone Ticket Page Standalone Donation Page

Practice It: Creating a Report for Donation Data

Practice It Set Up Neon Giving Days Giving Days Reports Hosts Create Reports Reporting

Practice It: Modify the CLP Sidebar Menu

Intermediate Practice It Program Management Set Up CRM Sidebar Menu Options

Back-End Administration for Hosts

This course prepares new staff members and clients to use basic back-end functions of the Giving Days platform.

Set Up Emails Donations Neon Giving Days Giving Days Hosts Back-End Files Public Pages Event Administrators Announcements Email Templates Records Milestones Ticker Overrides Prizes

Practice It: Releases, Refunds, and Exchanges

Practice It Set Up Arts People Box Office exchanges releases refunds

Reporting for Hosts

This course provides a brief overview of the reporting tool within your Giving Days platform.

Set Up Neon Giving Days Giving Days New Reports Reports Hosts Create Reports Reporting

Arts People: Database

In this course, you will learn about the Database features in Arts People.

Set Up Donations Arts People Database Household Members Patron Record Batch

Practice It: Uploading New User Registrations

Practice It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registrations New Users

Arts People: Box Office Basics

In this course you will learn how to use basic features of Arts People Box Office.

Set Up Subscriptions Arts People Box Office Ticket Sales exchanges releases refunds Gift Certificates Patron Check-In Orders on Reserve Scan Tickets Seats Available Door Sales

Practice It: Student Class Enrollment

Practice It Set Up Arts People Setup Enrollment Student

Practice It: Creating a Report for Active Users

Practice It Set Up Neon Giving Days Giving Days Reports Hosts Create Reports Reporting

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.

Beginner Set Up Fundraise Your Campaign Website Widgets Buttons Colors & Fonts Site Builder Banner Images New Page Navigation Menu Site Builder Bar

Practice It: Editing Email Templates

Practice It Set Up Neon Giving Days Giving Days Hosts Back-End Email Templates

Practice It : Running, Modifying, Saving and Managing Donor Reports

Practice It Beginner Set Up Fundraise Reports Reports and Analytics

Practice It: Creating Custom Fields for CRM Account Forms

Practice It Beginner Set Up CRM Custom Fields Forms & Pages Account Forms

Practice It: Replicating a Fundraising Campaign

Practice It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Practice It: Processing a Donation

Practice It Set Up Donations Arts People Database

Practice It: Entering an Offline Donation as a Fundraiser

Practice It Beginner Set Up Donations Fundraise Offline Donations

Fundraising Pages for Nonprofits

This course prepares nonprofits to create and manage peer-to-peer fundraisers for nonprofits.

Set Up Neon Giving Days Giving Days Fundraising Pages Nonprofits Peer-to-Peer Fundraisers

Optimized Registration Webinar

Recorded Optimized Registration Webinar

Practice It: Importing Your Donation Data

Practice It Data Beginner Set Up Donations CRM CRM Overview

Arts People: Reports

In this course, you will learn how to use the reporting features in Arts People.

Set Up Saved Reports Arts People Reports Reporting Types Reporting Options Standard Reports Customized Reports Create Reports

Practice It: Creating a CRM Donation Form

Practice It Beginner Set Up Donations Donation Form CRM CRM Client Orientation

Practice It: Customize Headers and Footers and Change Navigation Menu Layouts

Practice It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu

Practice It: Creating Custom Fields for a CRM Donation Form

Practice It Beginner Fundraising Set Up Donation Form CRM

Registration Basics for Nonprofits

This course prepares Nonprofits to register as a new and returning organization in the Giving Days website.

Set Up Neon Giving Days Giving Days Registration Nonprofits New Nonprofit Returning Nonprofit

Practice It: Running a Charge Report

Neon Pay Practice It Beginner Set Up Charge Report

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)

Account Management Membership Beginner Set Up CRM Households Relationships Timeline Household Contacts Membership Details Addresses Notes

Practice It: Adding, Editing, and Deleting a Relationship

Account Management Practice It Membership Beginner Set Up CRM Relationships

Neon Pay Disputes

This course provides an overview of how to respond to disputes as well as how to initiate refunds in Neon Pay.

Neon Pay Beginner Maintenance Set Up refunds Disputes Void

Managing Your Website

This course provides in-depth use of the Web Page Editor to add and edit pages for the launch of your Website.

Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages Blog Posts Popup

Practice It: Creating an Email Version

System Emails Communication Practice It Beginner Set Up Emails CRM

Practice It: Build an Effectiveness Over Time Executive Report

Intermediate Practice It Data Optional Executive Reports CRM Reports

Practice It: Creating a Newsletter Subscription Form

Intermediate Communication Practice It Set Up CRM Newsletter Subscription

Practice It: Adding a Member Store Discount

Intermediate Practice It Membership Optional CRM Member Store Discount

Practice It: Create Sub-Member Terms and Pricing

Practice It Membership Beginner Set Up CRM Sub-member terms Sub-member pricing

Practice It: Signing Up for Neon Pay

Neon Pay Practice It Beginner Set Up

Practice It: Add a New Page from a Template and Duplicate a Page in Neon Websites

Practice It Beginner Set Up Neon Websites Websites Website Builder Pages

Practice It: Class Enrollment Setup

Practice It Set Up Arts People Setup Class Enrollment

Practice It: Enrollment Pricing Setup

Practice It Set Up Arts People Setup Enrollment Pricing

Practice It: Customizing Your Charge Report

Neon Pay Practice It Beginner Set Up Charge Report

Practice It: Adding, Editing, Pinning, and Deleting a Note

Account Management Practice It Membership Beginner Set Up CRM Notes

Practice It: Adding Merchandise

Intermediate Events Practice It Set Up CRM Merchandise

Practice It: Adding a Logo, Favicon, and Header Image

Adding a logo Practice It Beginner Set Up CRM CRM Client Orientation

Practice It: Editing a Prebuilt Automated Email

Intermediate Practice It Set Up Fundraise Admin Email Communications Automated Emails

Practice It: Creating an Email Condition for the CRM Account Form

Practice It Beginner Set Up CRM Forms & Pages Email Conditions Account Forms

Practice It: Creating an Email Condition for the CRM Membership Form

Practice It Membership Beginner Set Up CRM Email Conditions

Practice It: Creating a Letter Campaign – Year-End Tax Letter

Intermediate Communication Practice It Set Up CRM Letter Campaign System Communication Year-End Tax Letter

Practice It: Adding a User to Neon CRM

Adding System Users Practice It Program Management Beginner Set Up CRM CRM Client Orientation Adding Users

Practice It: Running an Automatic and Custom Date Range Daily Report

Intermediate Practice It Data Optional Daily Reports CRM Reports

Practice It: Viewing Payouts in Neon Pay

Neon Pay Practice It Program Management Advanced Optional QuickBooks CRM

Practice It: Creating an Email Audience - Year-End Appeal

Intermediate Communication Practice It Set Up Email Audiences CRM System Communication Year-End Appeal

Practice It: Create a Membership Level, Terms and Pricing

Practice It Membership Beginner Set Up Membership Levels Memberships CRM Membership Terms

Practice It: Create Folders and Reorder Pages

Practice It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages

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.

Neon Pay Beginner Set Up Dashboard Merchant Account User Accounts Bank Account

Neon Websites Group Training

Tributes, Notifications, & eCards

In this course you will learn how to add a Tribute section, and how to customize Notifications and Cards.

Beginner Set Up Emails Donations Fundraise Tributes Notifications eCards Cards Mail

Leveraging Preconfigured Reports

In this course you will learn how to access and utilize preconfigured reports within Neon CRM

Intermediate Data Optional Executive Reports Daily Reports Stats Report One-Click Reports CRM Reports Create Reports Financial Fitness

Common Reporting Scenarios

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

Intermediate Data Optional CRM Year-End Appeal Member Reporting Event Reporting Year-End Reporting Donation Report Soft Credits New Reports Reports

Practice It: Creating an Endurance Pledge as an Administrator

Intermediate Practice It Set Up Fundraise Endurance Challenge Endurance Pledge

Neon CRM Adoption Bootcamp

The Neon CRM Adoption Bootcamp is a comprehensive 8-week, self-paced curriculum designed to support the learning

Adoption Bootcamp Learning Path

Practice It: Create, Configure, and Run a Stats Report

Intermediate Practice It Data Optional Stats Report CRM Reports

Practice It: Create, Configure, and Run a Report

Practice It Data Beginner Optional CRM CRM Reporting New Reports

Practice It: Adding, Editing, and Deleting a Household Contact

Account Management Practice It Membership Beginner Set Up CRM Households Household Contacts

Practice It: Create a Report Using Search Groups

Practice It Data Advanced Optional CRM Reports Search Groups

Practice It: Create a Report with Dynamic Dates

Practice It Advanced Optional CRM Reports Dynamic Dates Data Entry & Reporting

Practice It: Adding a Registrant

Practice It Beginner Set Up Fundraise Administrators Registrant

Practice It: Editing Registrant Information

Practice It Beginner Set Up Fundraise Administrators Registrant

Practice It: Merging Users

Practice It Beginner Set Up Fundraise Administrators Merging Users

Practice It: Adding an FAQs Navigation Menu Page in Site Builder

Practice It Beginner Set Up Fundraise Your Campaign Website FAQ

Practice It: Adding an FAQs Section

Practice It Beginner Set Up Fundraise Your Campaign Website FAQ

Practice It: Editing an FAQ Page

Practice It Beginner Set Up Fundraise Your Campaign Website FAQ

Practice It: Adding the Sponsors Widget and Navigation Menu Page in Site Builder

Practice It Beginner Fundraise Your Campaign Website Sponsors

Practice It: Adding a Sponsor Level and a Sponsor

Practice It Beginner Set Up Fundraise Your Campaign Website Sponsors

Practice It: Editing a Sponsor Level and Sponsor

Practice It Beginner Set Up Fundraise Your Campaign Website Sponsors

Practice It: Creating a Blog Navigation Menu Page in Site Builder

Practice It Beginner Set Up Fundraise Your Campaign Website Sponsors Blog

Practice It: Adding a Blog Feed Entry

Practice It Beginner Set Up Fundraise Your Campaign Website Blog

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.

Set Up Arts People Discount Pricing

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.

System Emails Advanced Set Up Fundraise Campaigns Integrations Offline Donations Legacy Events API Key Sync Record Organization ID Sync Logs

Practice It: Adding Fees

Practice It Set Up Arts People Pricing Discounts

Practice It: Adding a Group Discount

Practice It Set Up Arts People Pricing Discounts

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms

Practice It: Adding a Package

Practice It Set Up Arts People Pricing Discounts

Practice It: Creating a Person Type

Practice It Set Up Arts People Pricing Discounts

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.

Neon Pay Orientation Adding System Users Navigating CRM Adding a logo Customize Organization Profile Beginner Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Practice It: Creating a Neon CRM Campaign for Integration

Practice It Advanced Set Up Fundraise Campaigns Integrations

Practice It: Creating a Neon CRM Legacy Event

Practice It Advanced Set Up Fundraise Integrations Legacy Events

Practice It: Retrieving Your CRM Organization ID and API Key

Practice It Fundraising Advanced Set Up Integrations API Key Organization ID

Practice It: Accessing Sync Logs

Practice It Advanced Set Up Fundraise Integrations Sync Logs

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.

Beginner Set Up Fundraise Your Campaign Website

Neon Websites: Membership Features

This course introduces users to the basic membership features offered in Neon Websites, including creating a membership access page.

Intermediate Set Up Membership Forms Neon Websites Website Builder Access Denied Member Log-In

Neon Websites: Content Writing Tips

This course provides content writing tips for your website.

Beginner Set Up Neon Websites Website Builder Homepages Site Maps Footers Website Goals

Neon Websites: Launch and Go Live

This course provides a brief overview of how to publish your website and make it live.

Beginner Set Up Neon Websites Websites Website Builder Launch Domain Troubleshooting

Practice It: Manually Resyncing a Record

Practice It Advanced Set Up Fundraise Integrations Sync Record

Neon Fundraise: Endurance Challenges

In this course you will learn how to plan and run a successful Endurance Challenge with Neon Fundraise.

Intermediate Fundraising Set Up Fundraise Administrators Endurance Challenge Fundraisers Endurance Pledge

Practice It: Create a Report Using Exclude From Results

Practice It Data Advanced Optional CRM Reports Exclude From Results

Practice It: Create a Portal Login Message

Intermediate Practice It Program Management Set Up CRM Portal Login Message

Arts People: Public Design

In this course you will learn how to customize your public design.

Set Up Arts People Setup Public Pages system messages printable design

In this course, you will learn how to set up and use Ticket Builder for your events or fundraising campaigns.

Beginner Set Up Fundraise Getting Started Ticket Builder

Practice It: Create and Approve a Volunteer Time Sheet

Intermediate Practice It Set Up CRM Event Management Volunteer Timesheets

Practice It: Create a New Standalone Ticket Page

Practice It Beginner Fundraising Set Up Fundraise Standalone Ticket Page

Practice It: Add a Member-Only Event With Conditional Ticket Pricing & Discounts

Intermediate Practice It Membership Optional CRM Ticket Prices Discount

Practice It: Adding a Member Directory

Intermediate Practice It Program Management Set Up Member Directory CRM

Practice It: Add an Email Audience for Member-Only Newsletters

Intermediate Practice It Membership Optional Email Audiences CRM

Practice It: Add, Customize, and Activate a Popup

Practice It Beginner Set Up Neon Websites Websites Website Builder Popup

Practice It: Adding Administrators

Practice It Beginner Set Up Fundraise Administrators Adding Administrators

Practice It: Adding a New Security Role and Permission Levels

Practice It Beginner Set Up Fundraise Administrators Security Roles Permission Levels

Practice It: Adding a Patron Record to the Database

Practice It Set Up Arts People Database Patron Record

Practice It: Adding a Pricing Term

Practice It Set Up Arts People Pricing Discounts

Practice It: Adding a Question and Answer

Practice It Beginner Set Up Fundraise Your Campaign Website FAQ

Practice It: Adding a Show

Practice It Set Up Arts People Setup Show

Practice It: Adding Banner Images

Practice It Beginner Set Up Fundraise Your Campaign Website Site Builder Banner Images

Practice It: Adding, Editing, and Deleting an Address

Account Management Practice It Membership Beginner Set Up CRM Addresses

Practice It: Adding Existing Constituents as Volunteers & Approving Volunteer Applications

Intermediate Events Practice It Set Up CRM Event Management Volunteer Project

Practice It: Adding Household Members

Practice It Set Up Arts People Database Household Members

Neon Pay - Sales

This course provides a brief overview of the Neon Pay platform. This course includes how to set up your account and account settings.

Practice It: Adding Sessions

Intermediate Events Practice It Set Up CRM Sessions

Practice It: Awarding Prizes

Practice It Set Up Neon Giving Days Giving Days Hosts Back-End Prizes

Practice It: Build a Simple Data Report

Practice It: Building a Membership Custom Field

Practice It Membership Beginner Set Up CRM Custom Fields

Adding and Renewing Memberships

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

Intermediate Membership Set Up CRM Renew Membership Sub-Members

Introduction to Neon Websites for Standard and Premium Packages

This course introduces Neon Websites. It reviews the basics of Neon Websites, including a high-level overview of its layout, how it works in conjunction with a client CRM, and what to expect in the redesign process with your Neon Web Design team.

Beginner Set Up Neon Websites Websites Overview Layout Worksheet

Practice It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event

Events Practice It Beginner Set Up CRM Event Management Multiple Ticket Prices Multiple Attendees

Practice It: Legacy Event Specific and Custom Legacy Event Fields

Events Practice It Beginner Set Up Event Registrations CRM Event Management Custom Fields

Practice It: Set Theme and Configure Legacy Event Registration Form

Themes Events Practice It Beginner Set Up Event Registrations CRM Event Management

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.

Events Advanced Set Up CRM Seat Map Venue Objects Tiers

Practice It: Configuring Donation Matching

Practice It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Practice It: Editing Donation Matches

Practice It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Practice It: Ending Donation Matches

Practice It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Practice It: Creating a Donation Match

Practice It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

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.

Practice It: Reporting on Pledges and Credits

Intermediate Practice It Set Up Donations Fundraise Pledges Credits Report Pledges Report

Practice It: Submitting and Fulfilling Pledges

Intermediate Practice It Set Up Donations Fundraise Reporting Pledges Credits Report Pledges Report

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.

Beginner Set Up Facebook Fundraise Hero Image Your Campaign Website Social Share Media Widget Campaign Terms Video Gallery Social Feed Widget

Practice It: Uploading a Fundraiser Page Default Hero Image

Practice It Beginner Set Up Fundraise Hero Image Your Campaign Website

Practice It: Enabling the Media Widget in Site Builder

Practice It Beginner Set Up Fundraise Your Campaign Website Media Widget

Practice It: Adding a Video to the Video Gallery

Practice It Beginner Set Up Fundraise Your Campaign Website Video Gallery

Practice It: Customizing Your Campaign Terms

Practice It Beginner Set Up Fundraise Your Campaign Website Campaign Terms

Practice It: Customizing Your Facebook Feed URL

Practice It Beginner Set Up Facebook Fundraise Your Campaign Website

Practice It: Enabling the Social Feed Widget in Site Builder

Practice It Beginner Set Up Fundraise Your Campaign Website Social Feed Widget

Practice It: Customizing a General Campaign Social Share

Practice It Beginner Set Up Your Campaign Website Social Share

Introduction to CRM Reporting

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

Beginner Optional CRM CRM Reporting New Reports Edit Reports Share Reports Export Reports Data Entry & Reporting

Practice It: Save Report Configuration, Export, and Share a Report

Practice It Data Beginner Optional CRM CRM Reporting Share Reports Export Reports

Advanced CRM Reporting

In this course you will learn about advanced reporting features

Advanced Optional CRM Reports Dynamic Dates Search Groups Search within Results Exclude from Results Data Entry & Reporting

Practice It: Creating a Custom Theme

Themes Practice It Beginner Set Up Theme Editor CRM CRM Client Orientation

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

Communication Beginner Set Up CRM Activities Files Workflows Tracking

Neon CRM Orientation for Guided Data Conversion Clients

Neon CRM Orientation for Guided Data Conversion Clients w/Neon Pay

Neon CRM Orientation for SimpleStart Clients

Preparing for Your Neon CRM SimpleStart

CRM Orientation Course 4 - SimpleStart Track

Orientation Implementation Intermediate Learning Path Course Data Set Up Data Cleanup

Neon CRM Orientation for SimpleStart Clients w/Neon Pay

Neon CRM Orientation for Premium Data Import Clients

Neon CRM Orientation for Premium Data Import Clients w/ Neon Pay

Neon CRM Orientation for Standard Data Import Clients

Welcome to Neon CRM

Begin Here! In this course participants will create their implementation plan by evaluating their organization’s needs as they relate to the new CRM. This course will take approximately 50 minutes to complete.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

Neon CRM Orientation for Standard Data Import Clients w/ Neon Pay

Neon CRM Group and Best Practice Session Recordings

Recordings of the live CRM Group Trainings and Best Practice Trainings

Neon Fundraise: Matching Gifts

This course will demonstrate how to set up, create, edit, end, and fulfill donation matches.

Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

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

Intermediate Events Course Set Up CRM Event Management Volunteer Timesheets Volunteers Volunteer Project

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

Social Media Course Set Up

Neon CRM Quick Start

In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.

CRM Reporting - Sales

In this course you will learn how to access and utilize reports within Neon CRM

Volunteer Management - Sales

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

System Communications - Sales

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

Creating Events - Sales

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

Managing Data In Neon CRM - Sales

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.

Account Management - Sales

In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.

Neon CRM Fundamentals - Sales

This course will help you understand the fundamentals of Neon CRM.

Advanced Fundraising - Sales

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

Neon CRM Fundraising: Campaigns - Sales

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

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms

Preparing for Your Neon CRM Standard Data Import

CRM Orientation Course 4 - Standard Data Import Track

Beginner Set Up CRM

Welcome to Neon CRM

Begin Here! In this course participants will create their implementation plan by evaluating their organization’s needs as they relate to the new CRM. This course will take approximately 50 minutes to complete.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

Neon CRM Quick Start

In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.

CRM Reporting - Sales

In this course you will learn how to access and utilize reports within Neon CRM

Introduction to Workflows

This course examines the basics of workflows, including One-Click Workflows, in Neon CRM.

Beginner Set Up CRM Workflows One-Click Workflows

Importing Your Account Data

This course provides learners an overview of importing account data into Neon CRM using the Import Manager.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement

Importing Your Event Registration Data

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

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement

Neon CRM Quick Start

In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.

Importing Your Donation Data

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

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement

Importing Your Membership Data

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

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Neon One Engagement

Preparing for Your Neon CRM Guided Data Conversion

CRM Orientation Course 4 - Guided Data Conversion Track

Beginner Set Up CRM

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms

Welcome to Neon CRM

Begin Here! In this course participants will create their implementation plan by evaluating their organization’s needs as they relate to the new CRM. This course will take approximately 50 minutes to complete.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

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.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

Preparing for Your Neon CRM Premium Data Import

CRM Orientation Course 4 - Premium Data Import Track

Beginner Set Up CRM

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account 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.

Neon Pay Orientation Adding System Users Navigating CRM Adding a logo Customize Organization Profile Beginner Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Importing Your Account Data

This course provides learners an overview of importing account data into Neon CRM using the Import Manager.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement

Importing Your Membership Data

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

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Neon One Engagement

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms

Welcome to Neon CRM

Begin Here! In this course participants will create their implementation plan by evaluating their organization’s needs as they relate to the new CRM. This course will take approximately 50 minutes to complete.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

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.

Neon Pay Orientation Adding System Users Navigating CRM Adding a logo Customize Organization Profile Beginner Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Preparing for Your Neon CRM SimpleStart

CRM Orientation Course 4 - SimpleStart Track

Orientation Implementation Intermediate Learning Path Course Data Set Up Data Cleanup

Importing Your Event Registration Data

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

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement

Importing Your Donation Data

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

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement

Volunteer Management - Sales

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

System Communications - Sales

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

Creating Events - Sales

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

Managing Data In Neon CRM - Sales

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.

Account Management - Sales

In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.

Neon CRM Fundamentals - Sales

This course will help you understand the fundamentals of Neon CRM.

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.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

Preparing for Your Neon CRM Premium Data Import

CRM Orientation Course 4 - Premium Data Import Track

Beginner Set Up CRM

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms

Neon CRM Quick Start

In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.

Preparing for Your Neon CRM Standard Data Import

CRM Orientation Course 4 - Standard Data Import Track

Beginner Set Up CRM

Welcome to Neon CRM

Begin Here! In this course participants will create their implementation plan by evaluating their organization’s needs as they relate to the new CRM. This course will take approximately 50 minutes to complete.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account 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.

Neon Pay Orientation Adding System Users Navigating CRM Adding a logo Customize Organization Profile Beginner Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Neon CRM Donation Forms

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

Beginner Fundraising Set Up Donation Form CRM Donation Form Payment Donation Form Builder Email Conditions

Individual Communications

In this course you will learn how to send individual and external emails and letters

Communication with Constituents Campaign Emails Communication Beginner Set Up Email Audiences Emails CRM External Letter Merge Constituent Relationship Management

Legacy Event Sessions

In this course you will learn how to use Legacy Event Sessions.

Intermediate Events Set Up Event Sessions CRM Event Management Sessions Merchandise

Leveraging Preconfigured Reports

In this course you will learn how to access and utilize preconfigured reports within Neon CRM

Intermediate Data Optional Executive Reports Daily Reports Stats Report One-Click Reports CRM Reports Create Reports Financial Fitness

Introduction to Legacy Event Creation

In this course you will learn how to use basic and advanced features for creating a legacy event.

Events Beginner Set Up Event Types Creating an Event Event Sessions Single Event Quick Reports Event Settings CRM Event Management Free Event Multiple Ticket Prices One Attendee Conditional Ticket Prices Multiple Attendees

Creating Events

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

Events Beginner Set Up CRM Venue Event Online Event General Admission Seating Assigned Seating Seat Map

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 Acknowledgements Watch It Create It Communication Practice It Course Beginner Set Up Letters Emails CRM Email version Letter templates Email schedules Email series Conditional email Acknowledgment letters Constituent Relationship Management

Common Reporting Scenarios

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

Intermediate Data Optional CRM Year-End Appeal Member Reporting Event Reporting Year-End Reporting Donation Report Soft Credits New Reports Reports

CRM Account Forms

In this course, you’ll learn the steps for setting up and creating account forms in Neon CRM.

Beginner Set Up CRM Custom Fields Forms & Pages Email Conditions Account Forms

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)

Account Management Membership Beginner Set Up CRM Households Relationships Timeline Household Contacts Membership Details Addresses Notes

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.

System Emails System Letters Campaign Emails Campaign Letters Intermediate Communication Events Course Set Up Letters Email Audiences Email Campaigns Event Registrations CRM Conditional Emails Conditional email Event Reminder Letter Campaign System Communication Year-End Appeal Year-End Tax Letter Fundraising Success

Creating Memberships

In this course you will learn what constitutes a membership within Neon CRM and the difference between Memberships, Donations, and Accounts.

Membership Beginner Set Up Membership Levels Memberships Membership Settings CRM Neon Membership Membership Terms Complimentary memberships Global memberships Sub-member terms Sub-member pricing

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.

Intermediate Events Set Up CRM Online Event Ticket Type Discount Code General Admission Seating Assigned Seating

Moves Management

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

Fundraising Advanced Optional Activities List Grants Prospects CRM Activities Moves Management Constituent Relationship Management

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.

Intermediate Events Optional CRM Purchasing Tickets Sales Event Check-In

Neon CRM Fundraising: Campaigns

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

Fundraising Set Up Fundraising Campaigns Donation Form CRM Custom Fields Campaign List Page Campaign Creation CRM Fundraising Purpose Fund Campaigns Fundraising Success Landing Page Goal Meter

Legacy Event Registration Forms

In this course you will learn how to use basic and advanced event registration features.

Themes Events Beginner Set Up Event Registrations CRM Event Management Custom Fields Waiver

Neon CRM Membership Forms

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

Membership Beginner Set Up CRM Email Conditions Form Builder

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms

Importing Your Membership Data

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

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Neon One Engagement

Importing Your Event Registration Data

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

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement

Importing Your Account Data

This course provides learners an overview of importing account data into Neon CRM using the Import Manager.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement

Preparing for Your Neon CRM SimpleStart

CRM Orientation Course 4 - SimpleStart Track

Orientation Implementation Intermediate Learning Path Course Data Set Up Data Cleanup

Neon CRM Quick Start

In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.

Importing Your Donation Data

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

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement

Welcome to Neon CRM

Begin Here! In this course participants will create their implementation plan by evaluating their organization’s needs as they relate to the new CRM. This course will take approximately 50 minutes to complete.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

Importing Your Account Data

This course provides learners an overview of importing account data into Neon CRM using the Import Manager.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement

Importing Your Membership Data

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

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Neon One Engagement

Neon CRM Fundamentals

CRM Orientation Course 3

Orientation Account Management Themes Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms

Welcome to Neon CRM

Begin Here! In this course participants will create their implementation plan by evaluating their organization’s needs as they relate to the new CRM. This course will take approximately 50 minutes to complete.

Beginner Set Up CRM CRM Client Orientation Email Template Organization Information Branding Setup Individual Survey

Preparing for Your Neon CRM Guided Data Conversion

CRM Orientation Course 4 - Guided Data Conversion Track

Beginner Set Up CRM

Importing Your Event Registration Data

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

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement

Importing Your Donation Data

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

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement

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.

Neon Pay Orientation Adding System Users Navigating CRM Adding a logo Customize Organization Profile Beginner Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Advanced Fundraising - Sales

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

Neon CRM Fundraising: Campaigns - Sales

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

Neon CRM Quick Start

In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.

CRM Reporting - Sales

In this course you will learn how to access and utilize reports within Neon CRM

Volunteer Management - Sales

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

System Communications - Sales

In this course you will learn the differences between system emails and letters and how they can be used to automate communication

Creating Events - Sales

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

Managing Data In Neon CRM - Sales

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.

Account Management - Sales

In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.

Neon CRM Fundamentals - Sales

This course will help you understand the fundamentals of Neon CRM.

Advanced Fundraising - Sales

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

Neon CRM Fundraising: Campaigns - Sales

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