Neon CRM
Get Started!
Neon Fundraise
Get Started!
Neon Giving Days
Get Started!
Neon CCM
Get Started!
Arts People
Get Started!
Neon Pay
Get Started!
Neon Websites
Get Started!
Neon One Live Trainings
Get Started!
Read It: Running ID Reports to Locate IDs
Intermediate
Read It
Set Up
Fundraise
Administrators
Bulk Donations
ID Reports
Read It: Uploading a Fundraiser Page Default Hero Image
Read It
Beginner
Set Up
Fundraise
Hero Image
Your Campaign Website
Account Management
In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes.
Account Management
Membership
Beginner
Set Up
CRM
Households
Relationships
Timeline
Household Contacts
Membership Details
Addresses
Notes
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
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: Importing Your Account Data
Practice It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
Read It: Testing a One-Click Workflow
Read It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
Read It: Editing a One-Click Workflow
Read It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
Read It: Cloning a One-Click Workflow
Read It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
Read It: Completing the Event Check-In Process - QR Code Scan Check-In
Intermediate
Events
Read It
Optional
CRM
Event Check-In
QR Code
Watch It: Start Building a New Membership
Watch It
Membership
Beginner
Set Up
Membership Levels
CRM
Neon Membership
Read It: Creating a Custom Field
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Custom Fields
Read It: Relationship Connections in Neon CRM
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Households
Relationships
Company Contacts
Create It: Running a Duplicate Scan
Create It
Beginner
Set Up
Duplicate Management
CRM
CRM Client Orientation
Duplicate Scan
Read It: Entering an Offline Donation as a Fundraiser
Read It
Beginner
Set Up
Donations
Fundraise
Offline Donations
Create It: Splitting Donations
Create It
Fundraising
Advanced
Set Up
CRM
Split Donations
Practice It: Configuring a Parent Setting at the Organization Entity Level
Practice It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
Practice It: Creating a Campaign Email
Campaign Emails
Communication
Practice It
Beginner
Set Up
CRM
Practice It: Add a Member-Only Event With Conditional Ticket Pricing & Discounts
Intermediate
Practice It
Membership
Optional
CRM
Ticket Prices
Discount
Practice It: Importing Your Membership Data
Practice It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Practice It: Creating a Letter Version
System Letters
Communication
Practice It
Beginner
Set Up
Letters
CRM
Read It: Tribute Donation Pages
Read It
Beginner
Set Up
Donations
Fundraise
Donation Pages
Watch It: Navigating Within the Neon CCM Layout
Read It: Navigating Within the Neon CCM Layout
Practice It: Navigating Within the Neon CCM Layout
Watch It: Add a New User
Read It: Navigating the Home Screen
Practice It: Add a New User
Read It: Add a New User
Create It: Subscriptions
Create It
Set Up
Subscriptions
Arts People
Box Office
Read It: Reporting on Pledges and Credits
Intermediate
Read It
Set Up
Donations
Fundraise
Reporting
Credits Report
Pledges Report
Create It: Releases, Refunds, and Exchanges
Create It
Set Up
Arts People
Box Office
exchanges
releases
refunds
Relaunching and Replicating Campaigns
In this course, you will learn how to relaunch or replicate campaigns.
Practice It: Using Workflows to Communicate with System Users
Communication
Practice It
Beginner
Set Up
CRM
Workflows
Practice It: Overriding a Parent Setting at the Campaign Entity Level
Practice It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
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: Adding Sessions
Intermediate
Events
Read It
Set Up
CRM
Sessions
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
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 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
Read It: Initiating a Refund
Neon Pay
Read It
Beginner
Set Up
refunds
Disputes
Practice It: Clearing a Setting Override
Practice It
Advanced
Set Up
Fundraise
Administrators
Setting Override
Read It: Importing Your Account Data without ID Column
Data
Read It
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
Read It: Importing Your Donation Data with Account ID Column
Data
Read It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
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
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
Read It: Enabling the Media Widget in Site Builder
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Media Widget
Read It: Creating a Person Type
Read It
Set Up
Arts People
Pricing
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
Watch It: Releases, Refunds, and Exchanges
Watch It
Set Up
Arts People
Box Office
exchanges
releases
refunds
Practice It: Create Custom Fields
Intermediate
Events
Practice It
Set Up
CRM
Custom Fields
Create It: Adding a Show
Create It
Set Up
Arts People
Setup
Show
Read It: Registration Discounts
Intermediate
Events
Read It
Set Up
CRM
Registration
Coupon Codes
Watch It: Building a Performance
Watch It
Set Up
Arts People
Setup
Performance
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
Watch It: Preparing Your Fundraiser Pages - My Page
Watch It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Pages
Practice It: Updating Campaign Information at a Campaign Level
Practice It
Beginner
Set Up
Fundraise
Campaigns
Administrators
Practice It: Updating Organization Information at an Organization Level
Practice It
Beginner
Set Up
Fundraise
Administrators
Organization Information
Watch It: Updating Campaign Information at a Campaign Level
Watch It
Beginner
Set Up
Fundraise
Campaigns
Administrators
Practice It: Finding Resources and Making Suggestions in Neon One Support
Practice It
Beginner
Set Up
Fundraise
Administrators
Support
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
Watch It: Adding a New Security Role and Permission Levels
Watch It
Beginner
Set Up
Fundraise
Administrators
Security Roles
Permission Levels
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
Watch It: Deleting an Administrator
Watch It
Beginner
Set Up
Fundraise
Administrators
Deleting Administrators
Practice It: Adding a New Security Role and Permission Levels
Practice It
Beginner
Set Up
Fundraise
Administrators
Security Roles
Permission Levels
Watch It: Editing a Security Role
Watch It
Beginner
Set Up
Fundraise
Administrators
Security Roles
Watch It: Scheduling Campaign Automation
Watch It
Beginner
Set Up
Fundraise
Administrators
Campaign Automation
Create It: Importing Your Event Registration Data
Data
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
Read It: Bulk Editing Registered Users
Read It
Advanced
Set Up
Fundraise
Members, Registration, and Login
Registered Users
Read It: Registering as a New Nonprofit
Read It
Set Up
Neon Giving Days
Giving Days
Registration
Nonprofits
New Nonprofit
Practice It: Registering as a New Nonprofit
Practice It
Set Up
Neon Giving Days
Giving Days
Registration
Nonprofits
New Nonprofit
Read It: Linking Forms from CRM to Your Website
Read It
Beginner
Set Up
CRM
Neon Websites
Websites
Website Builder
Practice It: Linking Forms from CRM to Your Website
Practice It
Beginner
Set Up
CRM
Neon Websites
Websites
Website Builder
Watch It: Creating Dynamic Pages
Watch It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Dynamic Pages
Practice It: Creating Dynamic Pages
Practice It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Dynamic Pages
Create It: Creating Dynamic Pages
Create 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.
Practice It: Using the Neon Event Widget to Connect Data from Neon CRM
Practice It
Beginner
Set Up
Neon Websites
Websites
Widgets
Neon Events
Read It: Reporting Options
Read It
Set Up
Arts People
Reports
Reporting Options
Watch It: Reporting Options
Watch It
Set Up
Arts People
Reports
Reporting Options
Watch It: Using Standard Reports
Watch It
Set Up
Arts People
Reports
Standard Reports
Practice It: Using Standard Reports
Practice It
Set Up
Arts People
Reports
Standard Reports
Watch It: Creating Fully Customized Reports
Watch It
Set Up
Arts People
Reports
Customized Reports
Create 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
Practice It: Registering as a Returning Nonprofit
Practice It
Set Up
Neon Giving Days
Giving Days
Registration
Nonprofits
Returning Nonprofit
Read It: Adding a Default Hero Image
Events
Read It
Beginner
Fundraising
Set Up
Fundraise
Hero Image
Watch It: Preparing Your Fundraiser Pages – Email Page
Watch It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Pages
Read It: Preparing Your Fundraiser Pages - First Use
Read It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Pages
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
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
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
Read It: Updating Organization Information at an Organization Level
Read It
Beginner
Set Up
Fundraise
Administrators
Organization Information
Read It: Updating Campaign Information at a Campaign Level
Read It
Beginner
Set Up
Fundraise
Campaigns
Administrators
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
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
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
Practice It: Create a Portal Login Message
Intermediate
Practice It
Program Management
Set Up
CRM
Portal Login Message
Module 2 - CRM Fundraising
2 Courses
Neon Fundraise Community Call Webinar
Recorded Webinar of Neon Fundraise Product Team presentation on what we are building into Neon Fundraise.
Create It: Adding a New Ticket Type to an Existing Assigned Seating Event
Intermediate
Create It
Events
Set Up
CRM
Ticket Type
Assigned Seating
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: Adding a New Ticket Type to an Existing Assigned Seating Event
Watch It
Intermediate
Events
Set Up
CRM
Ticket Type
Assigned Seating
Practice It: Organizing Your Campaigns into a Group
Practice It
Advanced
Set Up
Fundraise
Campaigns
Administrators
Practice It: Overriding a Parent Setting at the Group Entity Level
Practice It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
Watch It: Overriding a Parent Setting at the Campaign Entity Level
Watch It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
Watch It: Clearing a Setting Override
Watch It
Advanced
Set Up
Fundraise
Administrators
Setting Override
Watch It: Importing Your Membership Data
Watch It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Donation Form Advanced Configurations Webinar
Recorded Donation Form Advanced Configurations Webinar
Read It: Uploading Bulk Donations
Intermediate
Read It
Set Up
Donations
Fundraise
Bulk Donations
Read It: Knowing When to Use Neon Websites Versus Neon CRM
Beginner
Set Up
Neon Websites
Websites
Overview
Read It: Publishing Your Website and Connecting it to a Domain
Read It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Launch
Domain
Practice It: Publishing Your Website and Connecting it to a Domain
Practice It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Launch
Domain
Create It: Publishing Your Website and Connecting It to a Domain
Create It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Launch
Domain
Read It: Add a Member Directory
Intermediate
Program Management
Read It
Set Up
Member Directory
CRM
Watch It: Creating an Effectiveness Over Time Executive Report
Watch It
Intermediate
Data
Optional
Executive Reports
CRM
Reports
Practice It: Create an Income Analysis Executive Report
Intermediate
Practice It
Data
Optional
Executive Reports
CRM
Reports
Read It: Fundraise Registration Flow
Read It
Beginner
Set Up
Fundraise
Registration
Members, Registration, and Login
Watch It: Fundraise Registration Builder
Watch It
Beginner
Set Up
Fundraise
Registration
Members, Registration, and Login
Watch It: Running Transaction Reports
Watch It
Beginner
Set Up
Fundraise
Reports
Reports and Analytics
Practice It: Completing a Neon Websites Worksheet for Step 1 in Week 1
Practice It
Beginner
Set Up
Neon Websites
Websites
Overview
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
Read It: Configuring Your Dashboard
Read It
Set Up
Neon Giving Days
Giving Days
Registration
Hosts
Dashboard
Read It: Creating Relationships
Read It
Advanced
Set Up
CCM
Administrators
Relationships
Watch It: Creating a Peer-to-Peer Campaign
Watch It
Intermediate
Fundraising
Optional
CRM
Peer-to-Peer Campaign
Watch It: Accessing Automatic Daily Reports
Watch It
Intermediate
Data
Optional
Daily Reports
CRM
Reports
Practice It: Creating an Activity to Track User Communication
Communication
Practice It
Beginner
Set Up
CRM
Activities
Tracking
Create It: Pre-Configuring Donation Form Payment Options
Create It
Beginner
Fundraising
Set Up
Donation Form
CRM
Donation Form Payment
Watch It: Conducting a Duplicate Scan
Watch It
Data
Advanced
Maintenance
Duplicate Management
CRM
Create It: Sending an Email From an Account Page
Communication with Constituents
Create It
Communication
Beginner
Set Up
Emails
CRM
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: Preparing Your Account Data for Import
Create It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
Watch It: Add Member-Only Content Pages
Watch It
Intermediate
Program Management
Set Up
CRM
Content Page
Read It: Unlocking and Editing a Transaction Record
Program Management
Read It
Advanced
Maintenance
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: Creating a Peer-to-Peer Campaign Team
Intermediate
Read It
Fundraising
Optional
CRM
Peer-to-Peer Campaign
Campaign Team
Practice It: Printing a System Letter
System Letters
Communication
Practice It
Beginner
Set Up
Letters
CRM
Create It: Importing Email Addresses
Intermediate
Create It
Communication
Set Up
CRM
Import
Read It: Accessing One-Click Reports & Modifying Columns
Intermediate
Data
Read It
Optional
One-Click Reports
CRM
Reports
Read It: Reporting Donor Year-End Receipts Mailing List
Intermediate
Data
Read It
Optional
CRM
Year-End Reporting
Practice It: Enabling the Account Match Feature
Practice It
Data
Advanced
Set Up
CRM
Account Match
Read It: Reviewing a Sample Neon CCM System
Read It: Setting Sub-Member Terms and Pricing
Read It
Membership
Beginner
Set Up
CRM
Sub-member terms
Sub-member pricing
Practice It: Providing an Effective Email Template
Events
Practice It
Beginner
Fundraising
Set Up
Fundraise
Email Template
Read It: Viewing Payouts in Neon CRM
Program Management
Read It
Advanced
Optional
QuickBooks
CRM
Watch It: Viewing and Reconciling Accounts in the Partial Match Queue
Watch It
Data
Advanced
Maintenance
CRM
Match Queue
Read It: Running Transaction Reports
Read It
Beginner
Set Up
Fundraise
Reports
Reports and Analytics
Watch It: Changing Default Fundraiser Page Settings
Watch It
Events
Beginner
Fundraising
Set Up
Fundraise
Default Fundraiser Page
Read It: Donor Settings for Increasing Donor Conversions
Read It
Beginner
Set Up
Donations
Fundraise
Donor Conversions
Practice It: Creating and Editing Milestones
Practice It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Records
Milestones
Read It: Preparing Your Fundraiser Pages - Contact Book Page
Read It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Pages
Practice It: Bulk Editing Registered Users
Practice It
Advanced
Set Up
Fundraise
Members, Registration, and Login
Bulk
Registered Users
Create It: Generating a Targeted List
Create It
Set Up
Arts People
Marketing
Targeted Lists
Watch It: Managing Registration Requests as a Host
Watch It
Set Up
Neon Giving Days
Giving Days
Registration
Hosts
Registration Requests
Watch It: Setting up General Admission Venues
Watch It
Set Up
Arts People
Setup
General Admission
Read It: Managing Registration Requests as a Host
Read It
Set Up
Neon Giving Days
Giving Days
Registration
Hosts
Registration Requests
Create It: Setting Up Memberships
Create It
Set Up
Memberships
Arts People
Setup
Recurring Donations
Membership Types
Practice It: Building a Performance
Practice It
Set Up
Arts People
Setup
Performance
Watch It: Saved Reports
Watch It
Set Up
Saved Reports
Arts People
Reports
Read It: Creating Fully Customized Reports
Read It
Set Up
Arts People
Reports
Customized Reports
Create Reports
Read It: Locating and Uploading Files
Read It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Files
Create It: Ticket Sales
Create It
Set Up
Arts People
Box Office
Ticket Sales
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: Navigating the CCM Reporting Tool
Practice It: Reporting Tool Overview
Watch It: Navigating Within the Reporting Tool
Read It: Navigating Within the Reporting Tool
Read It: Adding and Editing Event Administrators
Read It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Event Administrators
Read It: Editing a Donation Record
Intermediate
Read It
Set Up
Donations
Fundraise
Bulk Donations
Donation Record
Read It: Finding Resources and Making Suggestions in Neon One Support
Read It
Beginner
Set Up
Fundraise
Administrators
Support
Watch It: Navigating the CCM Reporting Tool
Watch It: Create a Simple Data Report
Read It: Create a Simple Data Report
Practice It: Create a Summary Report
Read It: Create a Summary Report
Module 4 - Reports & Workflows
0 Courses
Watch It: Communicating About CRM Files
Watch It
Communication
Beginner
Set Up
CRM
Files
Practice It: Adding Member-Only Content Pages
Intermediate
Practice It
Program Management
Set Up
CRM
Content Page
Read It: Create & Approve a Volunteer Time Sheet
Intermediate
Events
Read It
Set Up
CRM
Event Management
Volunteer Timesheets
Read It: Customize Page Content Using Widgets
Read It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Pages
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.
Module 1 - Neon CRM Fundamentals
3 Courses
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
Watch It: Adding a Donation Summary to a Campaign Email
Watch It
Intermediate
Communication
Set Up
CRM
Donation Summary
Practice It: Adding Administrators
Practice It
Beginner
Set Up
Fundraise
Administrators
Adding Administrators
Orientation to the Neon Fundraise Admin Interface
This course demonstrates how to navigate the Admin Interface.
Module 3 - Communication, Events, & Volunteers
3 Courses
Watch It: Creating a Conditional Email - Legacy Event Reminder
Watch It
Intermediate
Communication
Set Up
CRM
Conditional Emails
Event Reminder
Practice It: Configuring Recurring Donations
Practice It
Beginner
Set Up
Donations
Fundraise
Recurring Donations
Read It: Submitting and Fulfilling Pledges
Intermediate
Read It
Set Up
Donations
Fundraise
Pledges
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: Editing Assignee of Multiple Grants
Read It
Fundraising
Advanced
Optional
Grants
CRM
Moves Management
Watch It: Editing the Custom Status of Multiple Prospects
Watch It
Fundraising
Advanced
Optional
Prospects
CRM
Moves Management
Read It: Adding Administrators
Read It
Beginner
Set Up
Fundraise
Administrators
Adding Administrators
Watch It: Accessing Site Builder and the Site Builder Bar
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
Site Builder Bar
Practice It: Editing and Modifying a Recurring Donation
Practice It
Beginner
Set Up
Donations
Fundraise
Recurring Donations
Watch It: Recurring Donation Reports
Watch 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
Read it: Accessing Site Builder and the Site Builder Bar
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
Site Builder Bar
Create It: Mapping CRM Transactions to QuickBooks
Create It
Program Management
Advanced
Set Up
QuickBooks
CRM
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
Watch It: Viewing Payouts in Neon CRM
Watch It
Program Management
Advanced
Optional
QuickBooks
CRM
Create It: Create Custom Fields
Intermediate
Create It
Events
Set Up
CRM
Custom Fields
Practice It: Adding Banner Images
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
Banner Images
Practice It: Adding Homepage Widgets
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
Widgets
Site Builder
Read It: Topics and Categories
Intermediate
Events
Read It
Set Up
CRM
Topics
Categories
Practice It: Creating a Conditional Email - Legacy Event Reminder
Intermediate
Communication
Practice It
Set Up
CRM
Conditional Emails
Event Reminder
System Communication
Watch It: Adding Sessions
Watch It
Intermediate
Events
Set Up
CRM
Sessions
Read It: Adding Merchandise
Intermediate
Events
Read It
Set Up
CRM
Merchandise
Create It: Adding Merchandise
Intermediate
Create It
Events
Set Up
CRM
Merchandise
Practice It: Adding Call-To-Action Buttons
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
Buttons
Site Builder
Read It: Managing the Navigation Menu
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
Navigation Menu
Practice It: Managing the Navigation Menu
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
Navigation Menu
Watch It: Adding a New Page
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
New Page
Practice It: Adding a New Page
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
New Page
Read It: Adding a New Page
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
New Page
Read it: Create an Endurance Challenge
Intermediate
Read It
Fundraising
Set Up
Fundraise
Administrators
Endurance Challenge
Practice It: Create an Endurance Challenge
Intermediate
Practice It
Fundraising
Set Up
Fundraise
Administrators
Endurance Challenge
Read It: Viewing and Reconciling Accounts in the Partial Match Queue
Data
Read It
Advanced
Maintenance
CRM
Match Queue
Read It: Executing a Bulk Update
Data
Read It
Advanced
Maintenance
CRM
Bulk Update
Read It: Performing an Account Batch Update
Data
Read It
Advanced
Maintenance
CRM
Account Batch Update
Read It: Enabling the Email Link Authentication
Data
Read It
Advanced
Optional
CRM
Authentication
Read It: Enabling the Login Prompt Feature
Data
Read It
Advanced
Optional
CRM
Login
Read It: Running a Charge Report
Neon Pay
Read It
Beginner
Set Up
Charge Report
Read it: Entering Endurance Activity as a Fundraiser
Intermediate
Read It
Fundraising
Set Up
Fundraise
Endurance Challenge
Fundraisers
Watch It: Customizing Your System Email Messages
Watch It
Set Up
Arts People
Setup
system messages
Practice It: Customizing Your System Email Messages
Practice It
Set Up
Arts People
Setup
system messages
Practice It: Entering Endurance Activity for a Fundraiser as an Administrator
Intermediate
Practice It
Fundraising
Set Up
Fundraise
Administrators
Endurance Challenge
Practice It: Adding a Member Directory
Intermediate
Practice It
Program Management
Set Up
Member Directory
CRM
Watch It: Customizing Your Public Pages
Watch It
Set Up
Arts People
Setup
Public Pages
Practice It: Customizing Your Public Pages
Practice It
Set Up
Arts People
Setup
Public Pages
Create It: Customizing Your Public Pages
Create It
Set Up
Arts People
Setup
Public Pages
Watch It: Customizing your Printable Designs
Watch It
Set Up
Arts People
Setup
printable design
Read It: Copying an Existing Event
Events
Read It
Beginner
Set Up
Creating an Event
Event Settings
CRM
Campaign and Legacy Event Communications
In this course you will learn how to use more advanced features for creating email and letter campaigns for marketing.
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
Read it: Entering Endurance Activity as an Administrator
Intermediate
Read It
Fundraising
Set Up
Fundraise
Administrators
Endurance Challenge
Watch It: Selecting Site Colors and Fonts
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Colors & Fonts
Site Builder
Watch It: Managing the Navigation Menu
Watch It
Beginner
Fundraise
Your Campaign Website
Navigation Menu
Read It: Mapping CRM Transactions to QuickBooks
Practice It
Read It
Advanced
Set Up
QuickBooks
CRM
Create It: Add Pages in Neon One Websites
Create It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Pages
Practice It: Customize Page Content Using Widgets
Practice It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Pages
Practice It: Add, Customize, and Activate a Popup
Practice It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Popup
Practice It: Create and Edit a Blog Post
Practice It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Blog Posts
Create It: Create and Edit a Blog Post
Create It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Blog Posts
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
Practice It: Uploading Bulk Donations
Intermediate
Practice It
Set Up
Donations
Fundraise
Bulk Donations
Watch It: Bulk Donation Sample Template
Watch It
Intermediate
Set Up
Donations
Fundraise
Bulk Donations
Practice It: Downloading a Bulk Donation Sample Template
Intermediate
Practice It
Set Up
Donations
Fundraise
Bulk Donations
Watch It: Running ID Reports to Locate IDs
Watch It
Intermediate
Set Up
Fundraise
Administrators
Bulk Donations
ID Reports
Practice It: Running a Report to Locate a Member ID
Intermediate
Practice It
Set Up
Fundraise
Administrators
Bulk Donations
ID Reports
Watch It: Uploading Bulk Donations
Watch It
Intermediate
Set Up
Donations
Fundraise
Bulk Donations
Practice It: Editing a Donation Record
Intermediate
Practice It
Set Up
Donations
Fundraise
Bulk Donations
Donation Record
Watch It: Editing a Donation Record
Watch It
Intermediate
Set Up
Donations
Fundraise
Bulk Donations
Donation Record
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
Watch It: Testing a One-Click Workflow
Watch It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
Create It: Editing a One-Click Workflow
Create It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
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
Read It: Connecting Neon CRM with QuickBooks
Program Management
Read It
Advanced
Set Up
QuickBooks
CRM
Read It: Adding a Sponsor Level and a Sponsor
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Sponsors
Read It: Editing a Sponsor Level and Sponsor
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Sponsors
Read It: Resending Emails
Read It
Set Up
Emails
Neon Giving Days
Giving Days
Hosts
Back-End
Read It: Editing Email Templates
Read It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Email Templates
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
Read It: Creating a Blog Navigation Menu Page in Site Builder
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Blog
Read It: Modifying Access and Security Roles for an Administrator
Read It
Beginner
Set Up
Fundraise
Administrators
Security Roles
Read It: Deleting an Administrator
Read It
Beginner
Set Up
Fundraise
Administrators
Deleting Administrators
Read It: Manually Entering Donations
Read It
Set Up
Donations
Neon Giving Days
Giving Days
Hosts
Back-End
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
Read It: Ticker Overrides
Read It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Ticker Overrides
Practice It: Ticker Overrides
Practice It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Ticker Overrides
Practice It: Awarding Prizes
Practice It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Prizes
Read It: Editing a Security Role
Read It
Beginner
Set Up
Fundraise
Administrators
Security Roles
Read It: Customizing Your Campaign Terms
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Campaign Terms
Read It: Customizing Your Facebook Feed URL
Read It
Beginner
Set Up
Facebook
Fundraise
Your Campaign Website
Read It: Scheduling Campaign Automation
Read It
Beginner
Set Up
Fundraise
Administrators
Campaign Automation
Read It: Customizing the Tribute Section
Read It
Beginner
Set Up
Donations
Fundraise
Tributes
Practice It: Customizing the Tribute Section
Practice It
Beginner
Set Up
Donations
Fundraise
Tributes
Read It: Customizing Notifications
Read It
Beginner
Set Up
Donations
Fundraise
Tributes
Notifications
Watch It: Customizing the Notify Via Mail and Cards Section
Watch It
Beginner
Set Up
Donations
Fundraise
Tributes
Cards
Mail
Read It: Customizing the Notify Via Mail and Cards Section
Read It
Beginner
Set Up
Donations
Fundraise
Tributes
Cards
Mail
Read It: Enabling the Social Feed Widget in Site Builder
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Social Feed Widget
Read It: Customizing a General Campaign Social Share
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Social Share
Read It: Connecting Applications with Neon Fundraise Integrations
Read It
Beginner
Set Up
Fundraise
Administrators
Integrations
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
Read It: Adding a Question and Answer
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
FAQ
Watch It: Editing Email Templates
Watch It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Email Templates
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
Watch It: Creating a CRM Membership Form
Watch It
Membership
Beginner
Set Up
CRM
Form Builder
Practice It: Creating a CRM Membership Form
Practice It
Membership
Beginner
Set Up
CRM
Form Builder
Read It: Providing an Effective Email Template
Events
Read It
Beginner
Fundraising
Set Up
Fundraise
Email Template
Read It: Editing an FAQ Page
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
FAQ
Watch It: Adding Comments
Watch It
Advanced
Set Up
CCM
Administrators
Comments
Read It: Accessing Live CRM Training
Watch It: Add Pages in Neon One Websites
Watch It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Pages
Create It: Performing an Account Batch Update
Create It
Data
Advanced
Maintenance
CRM
Account Batch Update
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 : Registration Builder
Practice It
Beginner
Set Up
Fundraise
Registration
Members, Registration, and Login
Read It: Customizing Your Charge Report
Neon Pay
Read It
Beginner
Set Up
Charge Report
Practice It: Modifying the Tribute Form
Practice It
Beginner
Set Up
Donations
Fundraise
Tribute Form
Read It: Managing Pledge Payments
Read It
Fundraising
Advanced
Maintenance
CRM
Pledges
Pledge Payments
Read It: Adding Existing Constituents to a Volunteer Project
Intermediate
Events
Read It
Set Up
CRM
Event Management
Volunteer Project
Create It: Preparing Your Membership Data for Import
Create It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Create It: Creating a Venue Event with Assigned Seating
Create It
Events
Beginner
Set Up
CRM
Assigned Seating
Seat Map
Read It: Editing Emails
Read It
Set Up
Emails
CCM
Administrators
Read It: Adding Comments
Read It
Advanced
Set Up
CCM
Administrators
Comments
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: Pre-Configuring Field Values in Neon CRM
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Field Values
Read It: CRM Overview
Navigating CRM
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Practice It: Creating a Conditional Letter
System Letters
Communication
Practice It
Beginner
Set Up
Letters
Conditional Actions
CRM
Read It: Creating Case Notes
Read It
Advanced
Set Up
CCM
Administrators
Case Notes
Read It: Creating a Membership Form
Read It
Membership
Beginner
Set Up
CRM
Form Builder
Donor Matching Webinar
Recorded Donor Matching Webinar
Read It: Generating an Email Using Mailing Lists
Set Up
Email Marketing
Emails
Arts People
Marketing
Mailing List
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
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
Create It: Creating a CRM Membership Form
Create It
Membership
Beginner
Set Up
CRM
Form Builder
Read It: Adding the Sponsors Widget and Navigation Menu Page in Site Builder
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Sponsors
Create It: Creating a CRM Donation Form
Create It
Beginner
Fundraising
Set Up
Donation Form
CRM
Donation Form Builder
Create It: Creating a CRM Account Form
Create It
Beginner
Set Up
CRM
Forms & Pages
Account Forms
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
Watch It: Creating Custom Fields for Campaign Donation Forms
Watch It
Beginner
Fundraising
Set Up
CRM
Custom Fields
Watch It: Creating a Campaign
Watch It
Beginner
Fundraising
Set Up
CRM
Campaigns
Watch It: Creating a Campaign Donation Form
Watch It
Beginner
Fundraising
Set Up
Donation Form
CRM
Watch It: Creating a Campaign Landing Page
Watch It
Beginner
Fundraising
Set Up
CRM
Landing Page
Watch It: Using the Campaigns List Page
Watch It
Beginner
Fundraising
Set Up
CRM
Campaign List Page
Create It: Creating Custom Fields for Campaign Donation Forms
Create It
Beginner
Fundraising
Set Up
CRM
Custom Fields
Create It: Creating a Campaign
Create It
Beginner
Fundraising
Set Up
CRM
Campaigns
Create It: Creating a Campaign Landing Page
Create It
Beginner
Fundraising
Set Up
CRM
Landing Page
Create It: Using the Campaign Goal Meter
Create It
Beginner
Fundraising
Set Up
CRM
Goal Meter
Create It: Using the Campaigns List Page
Create It
Beginner
Fundraising
Set Up
CRM
Campaign List Page
Create It: Viewing and Reconciling Accounts in the Partial Match Queue
Create It
Data
Advanced
Maintenance
CRM
Match Queue
Create It: Conducting a Duplicate Scan
Create It
Data
Advanced
Maintenance
Duplicate Management
CRM
Watch It: Enabling the Login Prompt Feature
Login to CRM
Watch It
Data
Advanced
Optional
CRM
Create It: Enabling the Login Prompt Feature
Login to CRM
Create It
Data
Advanced
Optional
CRM
Read It: Creating a Pledge
Read It
Fundraising
Advanced
Set Up
CRM
Pledges
Watch It: Integrating Eventbrite into Neon CRM
Watch It
Beginner
Set Up
Eventbrite Integration
CRM
CRM Client Orientation
Eventbrite
Read It: Bulk Donation Sample Template
Intermediate
Read It
Set Up
Donations
Fundraise
Bulk Donations
Read It: Setting Reminders
Read It
Advanced
Set Up
CCM
Administrators
Reminders
Watch It: Adding and Editing a Live Report Source
Watch It
Intermediate
Communication
Set Up
CRM
Live Report
Read It: Comparing the Success of Email Campaigns
Intermediate
Communication
Read It
Optional
Email Campaigns
CRM
Read It: Running an Email Report
Intermediate
Communication
Read It
Optional
CRM
Email Reports
Read It: Communicating about CRM Files
Communication
Read It
Beginner
Set Up
CRM
Files
Read It: Adding an FAQs Section
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
FAQ
Read It: Creating Dynamic Pages
Beginner
Set Up
Neon Websites
Websites
Website Builder
Dynamic Pages
Watch It: Turning On and Off CLP Portal Sidebar Menu Options
Watch It
Intermediate
Program Management
CRM
Sidebar Menu Options
Watch It: Enabling the Account Match Feature
Watch It
Data
Advanced
Set Up
CRM
Account Match
Read It: Relaunching a Fundraising Campaign
Read It
Beginner
Fundraising
Set Up
Fundraising Campaigns
Fundraise
Watch It: Relaunching a Fundraising Campaign
Watch It
Beginner
Fundraising
Set Up
Fundraising Campaigns
Fundraise
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: Customizing your Organization Profile
Customize Organization Profile
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Watch It: Adding Conditional Ticket Prices
Watch It
Events
Beginner
Set Up
CRM
Event Management
Conditional Ticket Prices
Create It: Adding Conditional Ticket Prices
Create It
Events
Beginner
Set Up
CRM
Event Management
Conditional Ticket Prices
Read It: Running, Modifying, Saving and Managing Donor Reports
Read It
Beginner
Set Up
Fundraise
Reports
Reports and Analytics
Read It: Donation Settings for Mobile Phone Users
Read It
Beginner
Set Up
Donations
Fundraise
Mobile Phone Users
Read It: Creating a Stats Report
Intermediate
Data
Read It
Optional
Stats Report
CRM
Reports
Read It: Using Workflows to Communicate with System Users
Communication
Read It
Beginner
Set Up
CRM
Workflows
Read It: Updating Your Neon Fundraise Profile and Notifications
Read It
Beginner
Set Up
Fundraise
Administrators
Notifications
Profile
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.
Create It: Building a Performance
Create It
Set Up
Arts People
Setup
Performance
Create It: Setting Up Donations
Create It
Set Up
Donations
Arts People
Setup
Donation Types
Campaigns
Funds
appeals
Read It: Setting up Donations
Read It
Set Up
Donations
Arts People
Setup
Donation Types
Appeal
Campaigns
Funds
appeals
Read It: Gift Certificates
Read It
Set Up
Arts People
Box Office
Gift Certificates
Create It: Gift Certificates
Create It
Set Up
Arts People
Box Office
Gift Certificates
Watch It: Bulk Editing Registered Users
Watch It
Advanced
Set Up
Fundraise
Members, Registration, and Login
Bulk
Registered Users
Read It: Sending Pledge Invoices
Read It
Fundraising
Advanced
Set Up
CRM
Pledges
pledge invoices
Read It: Overriding a Parent Setting at the Group Entity Level
Read It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
Read It: Overriding a Parent Setting at the Campaign Entity Level
Read It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
Watch It: Creating an Email Condition for the CRM Donation Form
Watch It
Beginner
Fundraising
Set Up
Donation Form
CRM
Email Conditions
Practice It: Creating an Email Condition for the CRM Donation Form
Practice It
Beginner
Fundraising
Set Up
Donation Form
CRM
Email Conditions
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
Read It: Uploading Documents
Read It
Advanced
Set Up
CCM
Administrators
Documents
Practice It: Create a Report Using Exclude From Results
Practice It
Data
Advanced
Optional
CRM
Reports
Exclude From Results
Read It: Ticket Sales
Read It
Set Up
Arts People
Box Office
Ticket Sales
Watch It: Allowing Fundraisers to Add Livestreams
Watch It
Events
Beginner
Fundraising
Set Up
Fundraise
Livestreams
Watch It: Navigating the Home Screen
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
Create It: Styling the Individual Fundraiser Web Page and Donation Form
Intermediate
Create It
Fundraising
Optional
CRM
Individual Fundraisers
Read It: Obtaining a Donation Detail Report
Intermediate
Data
Read It
Optional
CRM
Donation Report
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
Read It: Create Custom Fields
Intermediate
Events
Read It
Set Up
CRM
Custom Fields
Watch It: Adding New CLP Portal Sidebar Menu Options
Watch It
Intermediate
Program Management
Set Up
CRM
Sidebar Menu Options
Practice It: Reviewing Neon Websites Templates for Step 1 in Week 1
Practice It
Beginner
Set Up
Neon Websites
Websites
Overview
Create It: Creating a Legacy Donation Form
Create It
Beginner
Fundraising
Set Up
Donation Form
CRM
Legacy Donation Form
Read It: Social Media Sharing
Social Media
Read It
Beginner
Fundraising
Set Up
Fundraise
Read It: Creating a Legacy Donation Form
Read It
Beginner
Fundraising
Set Up
Donation Form
CRM
Legacy Donation Form
Practice It: Syncing Test Transactions to QuickBooks
Practice It
Program Management
Advanced
Set Up
QuickBooks
CRM
Watch It: Connecting Neon CRM with QuickBooks
Watch It
Program Management
Advanced
Set Up
QuickBooks
CRM
Create It: Pre-Configuring Field Values in Neon CRM
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Field Values
Watch It: Creating a CRM Account Form
Watch It
Beginner
Set Up
CRM
Forms & Pages
Account Forms
Watch It: Reviewing a Sample Neon CCM System
Read It: Creating an Email Audience
Communication
Read It
Beginner
Set Up
Email Audiences
CRM
Read It: Setting up Retail Items
Read It
Set Up
Arts People
Setup
Retail Items
Read It: Obtaining a Donation Detail Report for the Prior Year
Intermediate
Data
Read It
Optional
CRM
Donation Report
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
Practice It: Creating Custom Fields for a CRM Membership Form
Practice It
Membership
Beginner
Set Up
CRM
Custom Fields
Read It: Allowing Fundraisers to Add Livestreams
Events
Read It
Beginner
Fundraising
Set Up
Fundraise
Livestreams
Create It: Setting up General Admission Venues
Create It
Set Up
Arts People
Setup
General Admission
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
Create It: Enabling the Account Match Feature
Create It
Data
Advanced
Set Up
CRM
Account Match
Read It: Creating System Email and Letter Settings
System Emails
System Letters
Communication
Read It
Beginner
Set Up
Letters
Emails
CRM
Read It: Setting Up User Accounts
Neon Pay
Read It
Beginner
Set Up
User Accounts
Read It: Refunding Donations
Read It
Set Up
Donations
Neon Giving Days
Giving Days
Hosts
Back-End
Read It: Completing a Neon Websites Worksheet
Read It
Beginner
Set Up
Neon Websites
Websites
Overview
Watch It: Providing an Effective Email Template
Watch It
Events
Beginner
Fundraising
Set Up
Fundraise
Email Template
Practice It: Build a Simple Data Report
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
Watch It: Neon Websites Layout
Watch It
Beginner
Set Up
Neon Websites
Websites
Overview
Layout
Read It: Broadcasting Activities and Messages
Read It
Beginner
Fundraising
Set Up
Fundraise
Fundraising Activities
Fundraising Messages
Practice It: Creating a CRM Account Form
Practice It
Beginner
Set Up
Forms & Pages
Account Forms
Watch It: Ticket Sales
Watch It
Set Up
Arts People
Box Office
Ticket Sales
Watch It: Reporting Types
Watch It
Set Up
Arts People
Reports
Reporting Types
Read It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder
Read It
Beginner
Fundraising
Set Up
Fundraise
Site Builder
Practice It: Create a New Standalone Ticket Page
Practice It
Beginner
Fundraising
Set Up
Fundraise
Standalone Ticket Page
Watch It: Create a Summary Report
Practice It: Managing Registration Requests as a Host
Practice It
Set Up
Neon Giving Days
Giving Days
Registration
Hosts
Registration Requests
Watch It: Mapping CRM Transactions to QuickBooks
Watch It
Program Management
Advanced
Set Up
QuickBooks
CRM
Read It: Registering as a Returning Nonprofit
Read It
Neon Giving Days
Giving Days
Registration
Nonprofits
Returning Nonprofit
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
Read It: Updating and Adding a Bank Account
Neon Pay
Read It
Beginner
Set Up
Bank Account
Read It: Create a New Standalone Ticket Page
Read It
Beginner
Fundraising
Set Up
Fundraise
Standalone Ticket Page
Practice It: Setting Up Memberships
Practice It
Set Up
Memberships
Arts People
Setup
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
Read It: Setting up Memberships
Read It
Set Up
Memberships
Arts People
Setup
Recurring Donations
Membership Types
Watch It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder
Watch It
Beginner
Fundraising
Set Up
Fundraise
Site Builder
Practice It: Communicating About CRM Files
Communication
Practice It
Beginner
Set Up
CRM
Files
Read It: Releases, Refunds, and Exchanges
Read It
Set Up
Arts People
Box Office
exchanges
releases
refunds
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
Watch It: Gift Certificates
Watch It
Set Up
Arts People
Box Office
Gift Certificates
Practice It: Relaunching a Fundraising Campaign
Practice It
Beginner
Fundraising
Set Up
Fundraising Campaigns
Fundraise
Read It: Associating Membership to Funds
Read It
Set Up
Memberships
Arts People
Setup
Funds
Watch It: Pre-Configuring Donation Form Payment Options
Watch It
Beginner
Fundraising
Set Up
Donation Form
CRM
Donation Form Payment
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: 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
Read It: Creating Custom Fields for CRM Account Forms
Read It
Beginner
Set Up
CRM
Custom Fields
Forms & Pages
Account Forms
Read it: Adding Homepage Widgets
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Widgets
Site Builder
Read It: Checking Progress of Your Fundraising Activities
Read It
Beginner
Fundraising
Set Up
Fundraise
Fundraising Activities
Watch It: Viewing Payouts in Neon Pay
Neon Pay
Watch It
Program Management
Advanced
Optional
QuickBooks
CRM
Read It: Changing Default Fundraiser Page Settings
Events
Read It
Beginner
Fundraising
Set Up
Fundraise
Default Fundraiser Page
Read It: Customizing the Notify via Email and eCards Section
Read It
Beginner
Set Up
Emails
Donations
Fundraise
Tributes
eCards
Read It: Preparing Your Fundraiser Pages – Email Page
Read It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Pages
Read It: Neon Pay Merchant Account Application
Read It
Set Up
Arts People
Neon Pay Merchant
Watch It: Comparing the Success of Email Campaigns
Watch It
Intermediate
Communication
Optional
Email Campaigns
CRM
Practice It: Creating an Email Audience
Communication
Practice It
Beginner
Set Up
Email Audiences
CRM
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
Practice It: Adding Sessions
Intermediate
Events
Practice It
Set Up
CRM
Sessions
Practice It: Modify the CLP Sidebar Menu
Intermediate
Practice It
Program Management
Set Up
CRM
Sidebar Menu Options
Read It: Editing the Fundraiser Task List
Events
Read It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Task List
Read It: Saved Reports
Read It
Set Up
Saved Reports
Arts People
Reports
Practice It: Adding a Patron Record to the Database
Practice It
Set Up
Arts People
Database
Patron Record
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
Create It: Enabling Account Match in Neon CRM
Create It
Beginner
Fundraising
Set Up
CRM
Account Match
Read It: Adding and Editing Announcements
Read It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Announcements
Watch It: Locating and Uploading Files
Watch It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Files
Watch It: Create a New Standalone Donation Page
Watch It
Beginner
Fundraising
Set Up
Fundraise
Standalone Donation Page
Watch It: Topics and Categories
Watch It
Intermediate
Events
Set Up
CRM
Topics
Categories
Watch It: Adding Household Members
Watch It
Set Up
Arts People
Database
Household Members
Read It: Creating a Report
Read It
Set Up
Neon Giving Days
Giving Days
Reports
Hosts
Create Reports
Reporting
Watch It: Manually Entering Donations
Watch It
Set Up
Donations
Neon Giving Days
Giving Days
Hosts
Back-End
Read It: Adding Household Members
Read It
Set Up
Arts People
Database
Household Members
Practice It: Adding Household Members
Practice It
Set Up
Arts People
Database
Household Members
Read It: Building a Membership Custom Field
Read It
Membership
Beginner
Set Up
CRM
Custom Fields
Watch It: Add a Member Directory
Watch It
Intermediate
Program Management
Set Up
Member Directory
CRM
Create It: You Create a Report for Donation Data
Create It
Set Up
Neon Giving Days
Giving Days
Reports
Hosts
Create Reports
Reporting
Watch It: Processing a Donation
Watch It
Set Up
Donations
Arts People
Database
Read It: Generating a Targeted List
Read It
Set Up
Arts People
Marketing
Targeted Lists
Watch It: Creating or Joining a Team
Watch It
Beginner
Fundraising
Set Up
Fundraise
Fundraising Team
Read It: Creating or Joining a Team
Read It
Beginner
Fundraising
Set Up
Fundraise
Fundraising Team
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: Creating System Email and Letter Settings
System Emails
System Letters
Watch It
Communication
Beginner
Set Up
Letters
Emails
CRM
Watch It: Neon Pay Merchant Account Application
Neon Pay
Watch It
Set Up
Arts People
Neon Pay Merchant
Create It: Setting up Retail Items
Create It
Set Up
Arts People
Setup
Retail Items
Create It: Creating a Conditional Email for In-Kind Gifts
System Emails
Create It
Communication
Beginner
Set Up
Emails
CRM
Conditional Emails
Read It: Merging Patron Records
Read It
Set Up
Arts People
Database
Patron Record
Practice It: Merging Patron Records
Practice It
Set Up
Arts People
Database
Patron Record
Read It: Creating a CRM Account Form
Read It
Beginner
Set Up
CRM
Forms & Pages
Account Forms
Practice It: Releases, Refunds, and Exchanges
Practice It
Set Up
Arts People
Box Office
exchanges
releases
refunds
Create It: Adding a Patron Record to the Database
Create It
Set Up
Arts People
Database
Patron Record
Practice It: Adding Existing Constituents as Volunteers & Approving Volunteer Applications
Intermediate
Events
Practice It
Set Up
CRM
Event Management
Volunteer Project
Watch It: Generating a Batch
Watch It
Set Up
Arts People
Database
Batch
Watch It: Adding, Editing, Pinning, and Deleting a Note
Account Management
Watch It
Membership
Beginner
Set Up
CRM
Notes
Watch It: Creating an Income Analysis Executive Report
Watch It
Intermediate
Data
Optional
Executive Reports
CRM
Reports
Practice It: Setting Up Donations
Practice It
Set Up
Donations
Arts People
Setup
Donation Types
Campaigns
Funds
appeals
Watch It: Accessing One-Click Reports & Modifying Columns
Watch It
Intermediate
Data
Optional
One-Click Reports
CRM
Reports
Watch It: Customize Page Content Using Widgets
Watch It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Pages
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
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
Read It: Fundraise Registration Builder
Read It
Beginner
Set Up
Fundraise
Registration
Members, Registration, and Login
Watch It: Relationship Connections in Neon CRM
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Households
Relationships
Company Contacts
Read It: Creating an Email Condition for the CRM Account Form
Read It
Beginner
Set Up
CRM
Forms & Pages
Email Conditions
Account Forms
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
Read It: Creating an Income Analysis Executive Report
Intermediate
Data
Read It
Optional
Executive Reports
CRM
Reports
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: Setting Up Memberships
Watch It
Set Up
Memberships
Arts People
Setup
Recurring Donations
Membership Types
Read it: Selecting Site Colors and Fonts
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Colors & Fonts
Site Builder
Watch It: Entering Endurance Activity for a Fundraiser as an Administrator
Watch It
Intermediate
Fundraising
Set Up
Fundraise
Administrators
Endurance Challenge
Read it: Adding Banner Images
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
Banner Images
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: Generating an Email Using Mailing Lists
Watch It
Set Up
Email Marketing
Arts People
Marketing
Mailing List
Watch It: Adding Homepage Widgets
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Widgets
Site Builder
Practice It: Uploading New User Registrations
Practice It
Advanced
Set Up
Fundraise
Members, Registration, and Login
Bulk
Registrations
New Users
Watch It: Adding a Default Hero Image
Watch It
Events
Beginner
Fundraising
Set Up
Fundraise
Hero Image
Read It: Using Standard Reports
Read It
Set Up
Arts People
Reports
Standard Reports
Read It: Preparing Your Fundraiser Pages - My Page
Read It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Pages
Practice It: Create, Configure, and Run a Stats Report
Intermediate
Practice It
Data
Optional
Stats Report
CRM
Reports
Read It: Reviewing an Account's History - Timeline
Account Management
Read It
Membership
Beginner
Set Up
CRM
Timeline
Practice It: Creating a Custom Automated Email
Intermediate
Practice It
Set Up
Fundraise
Admin Email Communications
Automated Emails
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
Practice It: Generating a Targeted List
Practice It
Set Up
Arts People
Marketing
Targeted Lists
Watch It: Registering as a New Nonprofit
Watch It
Set Up
Neon Giving Days
Giving Days
Registration
Nonprofits
New Nonprofit
Practice It: Customizing Notifications
Practice It
Beginner
Set Up
Donations
Fundraise
Tributes
Notifications
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
Watch It: Registration Discounts
Watch It
Intermediate
Events
Set Up
CRM
Registration
Coupon Codes
Read It: Add Pages in Neon One Websites
Read It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Pages
Read It: Replicating a Fundraising Campaign
Read It
Beginner
Fundraising
Set Up
Fundraising Campaigns
Fundraise
Practice It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder
Practice It
Beginner
Fundraising
Set Up
Fundraise
Site Builder
Watch It: Creating a Report
Watch It
Set Up
Neon Giving Days
Giving Days
Reports
Hosts
Create Reports
Reporting
Read It: Reporting Types
Read It
Set Up
Arts People
Reports
Reporting Types
Create It: Preparing Your Donation Data for Import
Create It
Data
Beginner
Set Up
Donations
CRM
CRM Client Orientation
Practice It: Creating a Report for Active Users
Practice It
Set Up
Neon Giving Days
Giving Days
Reports
Hosts
Create Reports
Reporting
Watch It: Ticker Overrides
Watch It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Ticker Overrides
Watch It: Exporting Lists
Watch It
Set Up
Arts People
Marketing
Exporting Lists
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
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
Watch It: Running, Modifying, Saving and Managing Donor Reports
Watch It
Beginner
Set Up
Fundraise
Reports
Reports and Analytics
Read It: Thanking Network Members
Read It
Beginner
Fundraising
Set Up
Fundraise
Network Members
Watch It: Merging Patron Records
Watch It
Set Up
Arts People
Database
Patron Record
Practice It : Running, Modifying, Saving and Managing Donor Reports
Practice It
Beginner
Set Up
Fundraise
Reports
Reports and Analytics
Read It: Subscriptions
Read It
Set Up
Subscriptions
Arts People
Box Office
Create It: Communicating About CRM Files
Create It
Communication
Beginner
Set Up
CRM
Files
Watch It: Creating an Activity to Track User Communication
Watch It
Communication
Beginner
Set Up
CRM
Activities
Tracking
Practice It: Subscriptions
Practice It
Set Up
Subscriptions
Arts People
Box Office
Read It: Adding a Show
Watch It
Set Up
Arts People
Setup
Show
Watch It: Social Media Sharing
Social Media
Watch It
Beginner
Fundraising
Set Up
Fundraise
Read It: Adding a Patron Record to the Database
Read It
Set Up
Arts People
Database
Patron Record
Create It: Associating Membership to Funds
Create It
Set Up
Memberships
Arts People
Setup
Funds
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
Read It: Processing a Donation
Read It
Set Up
Donations
Arts People
Database
Read It: Creating a Peer-to-Peer Campaign
Intermediate
Read It
Fundraising
Optional
CRM
Peer-to-Peer Campaign
Read It: Rename an Option in the CLP Sidebar Menu
Intermediate
Program Management
Read It
Set Up
CRM
Sidebar Menu Options
Watch It: Creating a CRM Donation Form
Watch It
Beginner
Set Up
Donations
Donation Form
CRM
CRM Client Orientation
Watch It: Setting Up Donations
Watch It
Set Up
Donations
Arts People
Setup
Donation Types
Appeal
Campaigns
Funds
appeals
Watch It: Generating a Targeted List
Watch It
Set Up
Arts People
Marketing
Targeted Lists
Read It: Importing Your Membership Data with Account ID
Data
Read It
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Read It: Creating a New Volunteer Project
Intermediate
Events
Read It
Set Up
CRM
Event Management
Volunteer Project
Read It: Uploading New User Registrations
Read It
Advanced
Set Up
Fundraise
Members, Registration, and Login
Bulk
Registrations
New Users
Practice It: Adding a Show
Practice It
Set Up
Arts People
Setup
Show
Create It: Creating an Email Version
System Emails
Create It
Communication
Beginner
Set Up
Emails
CRM
Practice It: Creating Custom Fields for CRM Account Forms
Practice It
Beginner
Set Up
CRM
Custom Fields
Forms & Pages
Account Forms
Practice It: Customizing the Notify Via Mail + Cards Section
Practice It
Beginner
Set Up
Donations
Fundraise
Tributes
Cards
Mail
Read It: Creating a Custom Theme
Themes
Read It
Beginner
Set Up
Theme Editor
CRM
CRM Client Orientation
Practice It: Replicating a Fundraising Campaign
Practice It
Beginner
Fundraising
Set Up
Fundraising Campaigns
Fundraise
Watch It: Customizing the Tribute Section
Watch It
Beginner
Set Up
Donations
Fundraise
Tributes
Practice It: Setting up Retail Items
Practice It
Set Up
Arts People
Setup
Retail Items
Practice It: Processing a Donation
Practice It
Set Up
Donations
Arts People
Database
Practice It: Selecting Site Colors and Fonts
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
Colors & Fonts
Site Builder
Practice It: Entering an Offline Donation as a Fundraiser
Practice It
Beginner
Set Up
Donations
Fundraise
Offline Donations
Read It: Exporting Lists
Read It
Set Up
Arts People
Marketing
Exporting Lists
Watch It: Using Dynamic Dates in Criteria
Watch It
Advanced
Optional
CRM
Reports
Dynamic Dates
Data Entry & Reporting
Watch It: Preparing Your Account Data for Import
Create It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
Intermediate
Create It
Events
Optional
CRM
Purchasing Tickets
Sales
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: Completing the Event Check-In Process - QR Code Scan Check-In
Watch It
Intermediate
Events
Optional
CRM
Event Check-In
QR Code
Create It: Completing the Event Check-In Process - QR Code Scan Check-In
Intermediate
Create It
Events
Optional
CRM
Purchasing Tickets
QR Code
Read It: Completing the Event Check-In Process - Manual Check-In
Intermediate
Events
Read It
Optional
CRM
Event Check-In
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
Read It: Generating a Batch
Read It
Set Up
Arts People
Database
Batch
Watch It: Using Search Groups in a Report
Watch It
Advanced
Optional
CRM
Reports
Search Groups
Data Entry & Reporting
Create It: You Create a Report for Active Users
Create It
Set Up
Neon Giving Days
Giving Days
Reports
Hosts
Create Reports
Reporting
Watch It: Using Exclude From Results in Reports
Watch It
Data
Advanced
Optional
CRM
Reports
Exclude From Results
Create It: Adding the Member Login Button
Intermediate
Create It
Set Up
Neon Websites
Websites
Website Builder
Member Log-In
Watch It: Restricting Pages to Require Log-in
Watch It
Intermediate
Set Up
Neon Websites
Websites
Website Builder
Member Log-In
Create It: Restricting Pages to Require Login
Intermediate
Create It
Set Up
Neon Websites
Websites
Website Builder
Member Log-In
Watch It: Adding the Member Login Button
Watch It
Intermediate
Set Up
Neon Websites
Websites
Website Builder
Member Log-In
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
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
Watch It: Using Search Within Results in Reports
Watch It
Data
Advanced
Optional
CRM
Reports
Search Within Results
Optimized Registration Webinar
Recorded Optimized Registration Webinar
Read It: Configuring a Parent Setting at the Organization Entity Level
Read It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
Practice It: Initiating a Refund
Neon Pay
Practice It
Beginner
Set Up
refunds
Disputes
Read It: Creating an Email Condition for the CRM Membership Form
Read It
Membership
Beginner
Set Up
CRM
Email Conditions
Practice It: Gift Certificates
Practice It
Set Up
Arts People
Box Office
Gift Certificates
Read It: Creating a Conditional Email - Legacy Event Reminder
Intermediate
Communication
Read It
Set Up
CRM
Conditional Emails
Event Reminder
System Communication
Read It: Setting up General Admission Venues
Read It
Set Up
Arts People
Setup
General Admission
Read It: Editing Membership Settings
Read It
Membership
Beginner
Maintenance
CRM
CRM Client Orientation
Editing Membership Settings
Watch It: Pre-Configuring Field Values in Neon CRM
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Field Values
Practice It: Importing Email Addresses
Intermediate
Communication
Practice It
Set Up
CRM
Import
Read It: Viewing Sent Emails in the CRM
Communication with Constituents
Communication
Read It
Beginner
Set Up
Emails
CRM
Practice It: Creating a New Volunteer Project
Intermediate
Events
Practice It
Set Up
CRM
Event Management
Volunteer Project
Read It: Importing Your Membership Data without Account ID
Data
Read It
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Create It: Creating a System Email Version – Event Reminder
System Emails
Intermediate
Create It
Communication
Set Up
CRM
Event Reminder
Practice It: Add an Email Audience for Member-Only Newsletters
Intermediate
Practice It
Membership
Optional
Email Audiences
CRM
Read It: Creating a Prospect and Adding an Activity
Read It
Fundraising
Advanced
Optional
Prospects
CRM
Activities
Moves Management
Read It: Conducting a Duplicate Scan
Data
Read It
Advanced
Maintenance
Duplicate Management
CRM
Create It: Customizing Your Organization Profile
Customize Organization Profile
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Create It: Creating a Peer-to-Peer Campaign
Intermediate
Create It
Fundraising
Optional
CRM
Peer-to-Peer Campaign
Read It: Setting Membership Terms
Read It
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Membership Terms
Watch It: Running Reports to Identify Transactions That Have Soft Credits Applied
Watch It
Intermediate
Data
Optional
CRM
Soft Credits
Watch It: Donation Settings for Mobile Phone Users
Watch It
Beginner
Set Up
Donations
Fundraise
Mobile Phone Users
Practice It: Create and Approve a Volunteer Time Sheet
Intermediate
Practice It
Set Up
CRM
Event Management
Volunteer Timesheets
Watch It: Thanking Network Members
Watch It
Beginner
Fundraising
Set Up
Fundraise
Network Members
Practice It: Importing Your Donation Data
Practice It
Data
Beginner
Set Up
Donations
CRM
CRM Overview
Practice It: Customizing the Notify via Email and eCards Section
Practice It
Beginner
Set Up
Emails
Donations
Fundraise
Tributes
eCards
Create It: Set up Neon Pay
Neon Pay
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Practice It: Adding, Editing, and Deleting an Address
Account Management
Practice It
Membership
Beginner
Set Up
CRM
Addresses
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
Create It: Create a New Membership Level
Create It
Membership
Beginner
Set Up
Membership Levels
Memberships
CRM
Watch It: Add an Event Discount
Watch It
Intermediate
Membership
Optional
CRM
Discount
Read It: Creating a Letter Template
System Letters
Communication
Read It
Beginner
Set Up
Letters
CRM
Watch It: Add an Email Audience for Member-Only Newsletters
Watch It
Intermediate
Membership
Optional
Email Audiences
CRM
Read It: Add an Event Discount
Intermediate
Read It
Membership
Optional
CRM
Discount
Watch It: Customizing your Organization Profile
Customize Organization Profile
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Read It: Using Your BCC Email Address and External Email Forwarding Address
Communication with Constituents
Communication
Read It
Beginner
Set Up
Emails
CRM
Watch It: Creating an Email Version
System Emails
Watch It
Communication
Beginner
Set Up
Emails
CRM
Read It: Creating a Report of Current Members who have not Donated
Intermediate
Data
Read It
Optional
CRM
Member Reporting
Read It: Creating a Conditional Email
System Emails
Communication
Read It
Beginner
Set Up
Emails
CRM
Conditional Emails
Watch It: Importing Your Event Registration Data
Watch It
Data
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
Watch It: Creating a Letter Template
System Letters
Watch It
Communication
Beginner
Set Up
Letters
CRM
Watch It: CRM Overview
Navigating CRM
Watch It
Beginner
CRM
CRM Client Orientation
Practice It: Creating a System Email – Event Registration
System Emails
Intermediate
Communication
Practice It
Set Up
Event Registrations
CRM
System Communication
Read It: Setting Membership Due and Overdue Emails
System Emails
Communication
Read It
Beginner
Set Up
Emails
CRM
Read It: Setting Membership Levels
Program Management
Read It
Membership
Beginner
Set Up
Membership Levels
CRM
CRM Client Orientation
Read It: Updating Membership Forms to Include Custom Fields
Read It
Membership
Beginner
Set Up
Membership Forms
CRM
Custom Fields
Create It: Update Your Membership Form With a New Membership Custom Field
Create It
Membership
Beginner
Set Up
Membership Forms
CRM
Custom Fields
Read It: Pre-Configuring Donation Form Payment Options
Read It
Beginner
Fundraising
Set Up
Donation Form
CRM
Donation Form Payment
Read It: Making a User Inactive
Read It
Advanced
Set Up
CCM
Administrators
Inactivate User
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
Read It: Using the Content Editor
Read It
Advanced
Set Up
CCM
Administrators
Content Editor
Read It: Create a New Standalone Donation Page
Read It
Beginner
Fundraising
Set Up
Fundraise
Standalone Donation Page
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
Create It: Importing Your Membership Data
Create It
Data
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Read It: Adding and Editing a Live Report Source
Intermediate
Communication
Read It
Set Up
CRM
Live Report
Watch It: Configure Display Settings
Watch It
Intermediate
Events
Set Up
CRM
Display Settings
Read It: Running Reports to Identify Transactions That Have Soft Credits Applied
Intermediate
Data
Read It
Optional
CRM
Soft Credits
Create It: Creating a Pledge
Create It
Fundraising
Advanced
Set Up
CRM
Pledges
Watch It: Creating a Pledge
Watch It
Fundraising
Advanced
Set Up
CRM
Pledges
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
Watch It: Customizing Your Charge Report
Neon Pay
Watch It
Beginner
Set Up
Charge Report
Watch It: Running a Charge Report
Neon Pay
Watch It
Beginner
Set Up
Charge Report
Practice It: Running a Charge Report
Neon Pay
Practice It
Beginner
Set Up
Charge Report
Create It: Creating a Venue Event with General Admission Seating
Create It
Events
Beginner
Set Up
CRM
General Admission Seating
Watch It: Creating an Online Event
Watch It
Events
Beginner
Set Up
CRM
Online Event
Create It: Creating an Online Event
Create It
Events
Beginner
Set Up
CRM
Online Event
Watch It: Creating Relationships
Watch It
Advanced
Set Up
CCM
Administrators
Relationships
Watch It: Creating Case Notes
Watch It
Advanced
Set Up
CCM
Administrators
Case Notes
Watch It: Setting Reminders
Watch It
Advanced
Set Up
CCM
Administrators
Reminders
Watch It: Uploading Documents
Watch It
Advanced
Set Up
CCM
Administrators
Documents
Watch It: Editing Emails
Watch It
Advanced
Set Up
Emails
CCM
Administrators
Watch It: Making a User Inactive
Watch It
Advanced
Set Up
CCM
Administrators
Inactivate User
Watch It: Using Content Editor
Watch It
Advanced
Set Up
CCM
Administrators
Content Editor
Create It: Managing Pledge Payments
Create It
Fundraising
Advanced
Maintenance
CRM
Pledges
Pledge Payments
Create It: Cloning a One-Click Workflow
Watch It
Create It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
Create It: Testing a One-Click Workflow
Create It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
Watch It: Sending Pledge Invoices
Watch It
Fundraising
Advanced
Set Up
CRM
Pledges
pledge invoices
Create It: Sending Pledge Invoices
Create It
Fundraising
Advanced
Set Up
CRM
Pledges
pledge invoices
Read It: Activating a One-Click Workflow
Read It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
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
Watch It: Running an Email Report
Watch It
Intermediate
Communication
Optional
CRM
Email Reports
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: Viewing Payouts in Neon Pay
Neon Pay
Program Management
Read It
Advanced
Optional
CRM
Watch It: Executing a Bulk Update
Watch It
Data
Advanced
Maintenance
CRM
Bulk Update
Read It: Giving Individual Fundraisers Access to Their Personal Web Page and Donation Form
Intermediate
Read It
Fundraising
Optional
CRM
Individual Fundraisers
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
Read It: Signing Up for Neon Pay
Neon Pay
Read It
Beginner
Set Up
Watch It: Creating Membership Due and Overdue Emails
System Emails
Watch It
Communication
Beginner
Set Up
Emails
CRM
Practice It: Creating an Email Version
System Emails
Communication
Practice It
Beginner
Set Up
Emails
CRM
Create It: Executing a Bulk Update
Create It
Data
Advanced
Maintenance
CRM
Bulk Update
Read It: Running a Duplicate Scan
Read It
Beginner
Set Up
Duplicate Management
CRM
CRM Client Orientation
Duplicate Scan
Read it: Importing Your Account Data with ID Column
Data
Read It
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
Create It: Reviewing Neon Websites Templates for Step 1 in Week 1
Create It
Beginner
Set Up
Neon Websites
Websites
Overview
Watch It: Creating a Peer-to-Peer Campaign Team
Watch It
Intermediate
Fundraising
Optional
CRM
Peer-to-Peer Campaign
Campaign Team
Create It: Importing Your Donation Data
Create It
Data
Beginner
Set Up
Donations
CRM
CRM Client Orientation
Read It: Turning On and Off CLP Sidebar Menu Options
Intermediate
Program Management
Read It
Set Up
CRM
Sidebar Menu Options
Create It: Creating a Distribution Rule
Create It
Fundraising
Advanced
Set Up
CRM
Soft Credits
distribution rule
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: Create and Edit a Blog Post
Read It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Blog Posts
Practice It: Build an Effectiveness Over Time Executive Report
Intermediate
Practice It
Data
Optional
Executive Reports
CRM
Reports
Read It: Applying for a Volunteer Project & Approving Pending Applicants
Intermediate
Events
Read It
Set Up
CRM
Event Management
Volunteer Project
Create It: Customizing a Soft Credit Recipient Acknowledgement Email
Create It
Fundraising
Advanced
Set Up
CRM
Soft Credits
Soft Credit Recipient acknowledgement email
Watch It: Splitting Donations
Watch It
Fundraising
Advanced
Set Up
CRM
Split Donations
Practice It: Creating a Newsletter Subscription Form
Intermediate
Communication
Practice It
Set Up
CRM
Newsletter Subscription
Watch It: Enabling the Email Link Authentication Feature
Watch It
Data
Advanced
Optional
CRM
Authentication
Practice It: Adding a Member Store Discount
Intermediate
Practice It
Membership
Optional
CRM
Member Store
Discount
Create It: Creating an Email Campaign - Year-End Appeal
Intermediate
Create It
Communication
Set Up
Email Campaigns
CRM
System Communication
Year-End Appeal
Read It: Creating an Activity to Track User Communication
Communication
Read It
Beginner
Set Up
CRM
Activities
Tracking
Practice It: Importing Your Event Registration Data
Practice It
Data
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
Watch It: Rename an Option in the CLP Portal Sidebar Menu
Watch It
Intermediate
Program Management
Set Up
CRM
Sidebar Menu Options
Create It: Completing Your Neon Websites Worksheet for Step 1 in Week 1
Create It
Beginner
Set Up
Neon Websites
Websites
Overview
Read It: Configure Display Settings
Intermediate
Events
Read It
Set Up
CRM
Display Settings
Watch It: Creating a Stats Report
Watch It
Intermediate
Data
Optional
Stats Report
CRM
Reports
Watch It: Creating a New Volunteer Project
Watch It
Intermediate
Events
Set Up
CRM
Event Management
Volunteer Project
Create It: Customize Page Content Using Widgets
Create It
Beginner
Neon Websites
Setup
Websites
Website Builder
Pages
Practice It: Updating Membership Forms to Include Custom Fields
Practice It
Membership
Beginner
Set Up
Membership Forms
CRM
Custom Fields
Read It: Editing the Custom Status of Multiple Prospects
Read It
Fundraising
Advanced
Optional
Prospects
CRM
Moves Management
Read It: Viewing Your List of Accounts
Account Management
Read It
Membership
Beginner
Set Up
CRM
Practice It: Create Sub-Member Terms and Pricing
Practice It
Membership
Beginner
Set Up
CRM
Sub-member terms
Sub-member pricing
Create It: Giving Individual Fundraisers Access to Their Personal Web Page and Donation Form
Intermediate
Create It
Fundraising
Optional
CRM
Individual Fundraisers
Watch It: Add a Portal Login Message
Watch It
Intermediate
Program Management
Set Up
CRM
Portal Login Message
Practice It: Signing Up for Neon Pay
Neon Pay
Practice It
Beginner
Set Up
Watch It: Setting Up Your Merchant Account
Neon Pay
Watch It
Beginner
Set Up
Merchant Account
Read It: Class Enrollment Setup
Read It
Set Up
Arts People
Setup
Class
Enrollment
Watch It: Signing Up for Neon Pay
Neon Pay
Watch It
Beginner
Set Up
Create It: Signing Up for Neon Pay
Neon Pay
Create It
Beginner
Set Up
Create It: Class Enrollment Setup
Create It
Set Up
Arts People
Setup
Class
Enrollment
Watch It: Setting Up User Accounts
Neon Pay
Watch It
Beginner
Set Up
User Accounts
Watch It: Updating and Adding a Bank Account
Neon Pay
Watch It
Beginner
Set Up
Bank Account
Watch It: Creating an Email Condition for the CRM Membership Form
Watch It
Membership
Beginner
Set Up
CRM
Email Conditions
Watch It: Adding, Editing, and Deleting an Address
Account Management
Watch It
Membership
Beginner
Set Up
CRM
Addresses
Create It: Linking Forms from CRM to Your Website
Create It
Beginner
Set Up
CRM
Neon Websites
Websites
Website Builder
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
Create It: Creating Dynamic Pages
Create It
Events
Beginner
Set Up
CRM
Dynamic Pages
Create It: Topics and Categories
Intermediate
Create It
Events
Set Up
CRM
Topics
Categories
Create It: Setting Up Your Merchant Account
Neon Pay
Create It
Beginner
Set Up
Merchant Account
Practice It: Class Enrollment Setup
Practice It
Set Up
Arts People
Setup
Class
Enrollment
Watch It: Enrollment Pricing Setup
Watch It
Set Up
Arts People
Setup
Enrollment
Pricing
Read It: Enrollment Pricing Setup
Read It
Set Up
Arts People
Setup
Enrollment
Pricing
Practice It: Enrollment Pricing Setup
Practice It
Set Up
Arts People
Setup
Enrollment
Pricing
Create It: Enrollment Pricing Setup
Create It
Set Up
Arts People
Setup
Enrollment
Pricing
Watch It: Student Class Enrollment
Watch It
Set Up
Arts People
Setup
Enrollment
Student
Read It: Student Class Enrollment
Read It
Set Up
Arts People
Setup
Enrollment
Student
Watch It: Creating an Email Audience – Year-End Appeal
Watch It
Intermediate
Communication
Set Up
Email Audiences
CRM
System Communication
Year-End Appeal
Practice It: Customizing Your Charge Report
Neon Pay
Practice It
Beginner
Set Up
Charge Report
Read It: Editing the Status of Multiple Activities
Read It
Fundraising
Advanced
Optional
CRM
Activities
Moves Management
Practice It: Adding, Editing, Pinning, and Deleting a Note
Account Management
Practice It
Membership
Beginner
Set Up
CRM
Notes
Practice It: Registration Discounts
Intermediate
Events
Practice It
Set Up
CRM
Registration
Coupon Codes
Create It: Navigate Neon CRM
Navigating CRM
Create It
Beginner
CRM
CRM Client Orientation
Read It: Sending an Email From an Account page
Communication with Constituents
Communication
Read It
Beginner
Set Up
Emails
CRM
Create It: Syncing a Test Transaction to QuickBooks
Create It
Program Management
Advanced
Set Up
QuickBooks
CRM
Practice It: Adding Merchandise
Intermediate
Events
Practice It
Set Up
CRM
Merchandise
Read It: Creating System Emails
System Emails
Communication
Read It
Beginner
Set Up
CRM
Read It: Creating an Email Condition for the CRM Donation Form
Read It
Beginner
Fundraising
Set Up
CRM
Donation Form Builder
Email Conditions
Watch It: Adding Individual Fundraisers
Watch It
Intermediate
Fundraising
Optional
CRM
Individual Fundraisers
Create It: Viewing Payouts in Neon CRM
Create It
Program Management
Advanced
Optional
QuickBooks
CRM
Read It: Importing Your Event Registration Data with Account ID
Data
Read It
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
Practice It: Adding a Logo, Favicon, and Header Image
Adding a logo
Practice It
Beginner
Set Up
CRM
CRM Client Orientation
Read It: Editing a Prebuilt Automated Email
Intermediate
Read It
Set Up
Fundraise
Admin Email Communications
Automated Emails
Practice It: Editing a Prebuilt Automated Email
Intermediate
Practice It
Set Up
Fundraise
Admin Email Communications
Automated Emails
Read It: Creating a Custom Automated Email
Intermediate
Read 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
Read It: Enabling Account Match in Neon CRM
Data
Read It
Beginner
Fundraising
Advanced
Set Up
CRM
Account Match
Create It: Enabling the Email Link Authentication Feature
Create It
Data
Advanced
Optional
CRM
Authentication
Create It: Integrating Eventbrite
Create It
Beginner
Set Up
Eventbrite Integration
CRM
CRM Client Orientation
Eventbrite
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
Read It: Reviewing Membership Details
Account Management
Read It
Membership
Beginner
Set Up
CRM
Membership Details
Read It: Creating an Effectiveness Over Time Executive Report
Intermediate
Data
Read It
Optional
Executive Reports
CRM
Reports
Watch It: Global Membership Settings
Watch It
Membership
Beginner
Set Up
CRM
Global memberships
Practice It: Adding a User to Neon CRM
Adding System Users
Practice It
Program Management
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
Create It: Registration Discounts
Intermediate
Create It
Events
Set Up
CRM
Registration
Coupon Codes
Practice It: Running an Automatic and Custom Date Range Daily Report
Intermediate
Practice It
Data
Optional
Daily Reports
CRM
Reports
Read It: Neon Websites Layout
Read It
Beginner
Set Up
Neon Websites
Websites
Overview
Layout
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 Custom Fields for CRM Membership Forms
Read It
Membership
Beginner
Set Up
CRM
Custom Fields
Create It: Importing Your Account Data
Create It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
Read It: Creating an Email Version
System Emails
Communication
Read It
Beginner
Set Up
Emails
CRM
Read It: Running a Custom Date Range Daily Report
Intermediate
Data
Read It
Optional
Daily Reports
CRM
Reports
Create It: Preparing your Event Registration Data for Import
Create It
Data
Beginner
Set Up
Event Registrations
CRM
CRM Client Orientation
Create It: Connecting Neon CRM to QuickBooks
Create It
Program Management
Advanced
Set Up
QuickBooks
CRM
Practice It: Viewing Payouts in Neon Pay
Neon Pay
Practice It
Program Management
Advanced
Optional
QuickBooks
CRM
Create It: Creating a Peer-to-Peer Campaign Team
Intermediate
Create It
Fundraising
Optional
CRM
Peer-to-Peer Campaign
Campaign Team
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
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
Read It: Integrating Eventbrite into Neon CRM
Read It
Beginner
Set Up
Eventbrite Integration
CRM
CRM Client Orientation
Eventbrite
Create It: Creating a Newsletter Subscription Form
Intermediate
Create It
Communication
Set Up
CRM
Newsletter Subscription
Practice It: Create Folders and Reorder Pages
Practice It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Navigation Menu
Pages
Read It: Importing Email Addresses
Intermediate
Communication
Read It
Set Up
CRM
Import
Read It: Creating a Donation Form
Read It
Beginner
Fundraising
Set Up
Donations
Donation Form
CRM
CRM Client Orientation
Donation Form Builder
Read It: Styling the Individual Fundraiser Web Page and Donation Form
Intermediate
Read It
Fundraising
Optional
CRM
Individual Fundraisers
Watch It: Reviewing Neon Websites Templates for Step 1 in Week 1
Watch It
Beginner
Set Up
Neon Websites
Websites
Overview
Read It: Adding a Donation Summary to a Campaign Email
Intermediate
Communication
Read It
Set Up
CRM
Donation Summary
Create It: Adding your Logo, Favicon, and Header Image
Adding a logo
Create It
Beginner
Set Up
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
Watch It: Unlocking and Editing a Transaction Record
Watch It
Program Management
Advanced
Maintenance
QuickBooks
CRM
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
Read It: Configuring Recurring Donations
Read It
Beginner
Set Up
Donations
Fundraise
Recurring Donations
Read It: Creating a Recurring Donation
Read It
Beginner
Set Up
Donations
Fundraise
Recurring Donations
Read It: Editing and Modifying a Recurring Donation
Read It
Beginner
Set Up
Donations
Fundraise
Recurring donations
Read It: Ending and Deleting a Recurring Donation
Read It
Beginner
Set Up
Donations
Fundraise
Recurring donations
Practice It: Adding, Editing, and Deleting a Household Contact
Account Management
Practice It
Membership
Beginner
Set Up
CRM
Households
Household Contacts
Watch It: Reviewing an Account's History - Timeline
Account Management
Watch It
Membership
Beginner
Set Up
CRM
Timeline
Practice It: Create, Configure, and Run a Report
Practice It
Data
Beginner
Optional
CRM
CRM Reporting
New Reports
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
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: Adding a Registrant
Practice It
Beginner
Set Up
Fundraise
Administrators
Registrant
Watch It: Merging Users
Watch It
Beginner
Set Up
Fundraise
Administrators
Merging Users
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: Creating a Fundraise Team
Practice It
Beginner
Set Up
Fundraise
Fundraising Team
Administrators
Practice It: Adding an FAQs Navigation Menu Page in Site Builder
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
FAQ
Watch It: Adding an FAQs Section
Watch 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: Adding a Question and Answer
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
FAQ
Watch It: Editing an FAQ Page
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
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
Watch It: Adding a Sponsor Level and a Sponsor
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Sponsors
Practice It: Adding a Sponsor Level and a Sponsor
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
Sponsors
Watch It: Editing a Sponsor Level and Sponsor
Watch 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
Watch It: Creating a Blog Navigation Menu Page in Site Builder
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Blog
Practice It: Creating a Blog Navigation Menu Page in Site Builder
Practice It
Beginner
Set Up
Fundraise
Your Campaign Website
Sponsors
Blog
Watch It: Adding a Blog Feed Entry
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
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
Watch It: Editing Criteria & Columns
Watch It
Data
Beginner
Optional
CRM
CRM Reporting
Edit Reports
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
Watch It: Creating a Person Type
Watch It
Set Up
Arts People
Pricing
Discounts
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
Practice It: Adding a Pricing Term
Practice It
Set Up
Arts People
Pricing
Discounts
Watch It: Adding Fees
Watch It
Set Up
Arts People
Pricing
Discounts
Watch It: Adding a Pricing Term
Watch It
Set Up
Arts People
Pricing
Discounts
Watch It: Adding a Package
Watch It
Set Up
Arts People
Pricing
Discounts
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
Watch It: Editing and Modifying a Recurring Donation
Watch It
Beginner
Set Up
Donations
Fundraise
Recurring Donations
Watch It: Ending and Deleting a Recurring Donation
Watch It
Beginner
Set Up
Donations
Fundraise
Recurring Donations
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
Watch It: Linking Forms from CRM to Your Website
Watch It
Beginner
Set Up
CRM
Neon Websites
Websites
Website Builder
Watch It: Entering Your CRM Organization ID and API Key into Neon Fundraise
Watch It
Advanced
Set Up
Fundraise
Integrations
API Key
Organization ID
Practice It: Entering Your CRM Organization ID and API Key into Neon Fundraise
Practice It
Advanced
Set Up
Fundraise
Integrations
API Key
Organization ID
Watch It: Sending Neon CRM System Emails
System Emails
Watch It
Advanced
Set Up
Fundraise
Integrations
Watch It: Syncing Offline Donations
Watch It
Advanced
Set Up
Fundraise
Integrations
Offline Donations
Watch It: Using the Neon Event Widget to Connect Data from Neon CRM
Watch It
Beginner
Set Up
Neon Websites
Websites
Widgets
Neon Events
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
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
Watch It: Manually Resyncing a Record
Watch It
Advanced
Set Up
Fundraise
Integrations
Sync Record
Practice It: Manually Resyncing a Record
Practice It
Advanced
Set Up
Fundraise
Integrations
Sync Record
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
Read It: Clearing a Setting Override
Read It
Advanced
Set Up
Fundraise
Administrators
Setting Override
Watch It: Adding Administrators
Watch It
Beginner
Set Up
Fundraise
Administrators
Adding Administrators
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: Accessing Sync Logs
Watch It
Advanced
Set Up
Fundraise
Integrations
Sync Logs
Watch It: Activating a One-Click Workflow
Watch It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
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: 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
Read it: Creating Tickets and Adding Fields
Read It
Beginner
Set Up
Fundraise
Getting Started
Ticket Builder
Ticket Builder
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
Watch It: Add a Member Store Discount
Watch It
Intermediate
Membership
Optional
CRM
Member Store
Discount
Watch It: Add Conditional Ticket Prices to an Event
Watch It
Intermediate
Membership
Optional
CRM
Ticket Prices
Watch It: Add Existing Constituents to a Volunteer Project
Watch It
Intermediate
Events
Set Up
CRM
Event Management
Volunteer Project
Watch It: Adding a Patron Record to the Database
Watch It
Set Up
Arts People
Database
Patron Record
Watch It: Adding a Group Discount
Watch It
Set Up
Arts People
Pricing
Discounts
Watch It: Add, Customize, and Activate a Popup
Watch It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Popup
Watch It: Adding a Logo, Favicon, and Header Image
Adding a logo
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Watch It: Adding a Question and Answer
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
FAQ
Watch It: Adding a Registrant
Watch It
Beginner
Set Up
Fundraise
Administrators
Registrant
Read it: Editing Tickets and Fields
Read It
Beginner
Set Up
Fundraise
Getting Started
Ticket Builder
Watch It: Adding Banner Images
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Site Builder
Banner Images
Watch It: Adding Merchandise
Watch It
Intermediate
Events
Set Up
CRM
Merchandise
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: Adding an FAQs Navigation Menu Page in Site Builder
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
FAQ
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: Adding and Editing Announcements
Watch It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Announcements
Watch It: Adding and Editing Event Administrators
Watch It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Event Administrators
Watch It: Adding Call-To-Action Buttons
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Buttons
Site Builder
Watch It: Adding Soft Credits
Watch It
Fundraising
Advanced
Set Up
CRM
Soft Credits
Watch It: Adding, Editing, and Deleting a Household Contact
Account Management
Watch It
Membership
Beginner
Set Up
CRM
Households
Household Contacts
Watch It: Configuring a Parent Setting at the Organization Entity Level
Watch It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
Watch It: Create & Approve a Volunteer Time Sheet
Watch It
Intermediate
Events
Set Up
CRM
Event Management
Volunteer Timesheets
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: Associating Membership to Funds
Watch It
Set Up
Memberships
Arts People
Setup
Funds
Watch It: Adding, Editing, and Deleting a Relationship
Account Management
Watch It
Membership
Beginner
Set Up
CRM
Relationships
Watch It: Awarding Prizes
Watch It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Prizes
Watch It: Applying for a Volunteer Project & Approving Pending Applicants
Watch It
Intermediate
Events
Set Up
CRM
Event Management
Volunteer Project
Watch It: Checking Progress of Your Fundraising Activities
Watch It
Beginner
Fundraising
Set Up
Fundraise
Fundraising Activities
Watch It: Broadcasting Activities and Messages
Watch It
Beginner
Fundraising
Set Up
Fundraise
Fundraising Activities
Fundraising Messages
Watch It: Creating a Legacy Donation Form
Watch It
Beginner
Fundraising
Set Up
Donation Form
CRM
Legacy Donation Form
Watch It: Class Enrollment Setup
Watch It
Set Up
Arts People
Setup
Class
Enrollment
Watch It: Completing a Neon Websites Worksheet for Step 1 in Week 1
Watch It
Beginner
Set Up
Websites
Overview
Watch It: Creating a Fundraise Team
Watch It
Beginner
Set Up
Fundraise
Fundraising Team
Administrators
Watch It: Configuring Recurring Donations
Watch It
Beginner
Fundraising
Set Up
Donations
Recurring Donations
Watch It: Configuring Your Dashboard
Watch It
Set Up
Neon Giving Days
Giving Days
Registration
Hosts
Dashboard
Watch It: Connecting Applications with Neon Fundraise Integrations
Watch It
Beginner
Set Up
Fundraise
Administrators
Integrations
Watch It: Creating a Neon CRM Campaign for Integration
Watch It
Advanced
Set Up
Fundraise
Campaigns
Integrations
Watch It: Creating a Neon CRM Legacy Event
Watch It
Advanced
Set Up
Fundraise
Integrations
Legacy Events
Watch It: Create a New Standalone Ticket Page
Watch It
Beginner
Fundraising
Set Up
Fundraise
Standalone Ticket Page
Watch It: Create and Edit a Blog Post
Watch It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Blog Posts
Watch It: Create an Endurance Challenge
Watch It
Intermediate
Fundraising
Set Up
Fundraise
Administrators
Endurance Challenge
Watch It: Create Custom Fields
Watch It
Intermediate
Events
Set Up
CRM
Custom Fields
Watch It: Creating a Conditional Email - In-Kind Gifts
System Emails
Watch It
Communication
Beginner
Set Up
Emails
CRM
Conditional Emails
Watch It: Creating a Custom Automated Email
Watch It
Intermediate
Set Up
Fundraise
Admin Email Communications
Automated Emails
Watch It: Creating a Custom Field
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Custom Fields
Watch It: Creating a Distribution Rule
Watch It
Fundraising
Advanced
Set Up
CRM
Soft Credits
distribution rule
Watch It: Creating a Prospect and Adding an Activity
Watch It
Fundraising
Advanced
Optional
Prospects
CRM
Activities
Moves Management
Watch It: Creating a Recurring Donation
Watch It
Beginner
Fundraising
Set Up
Donations
Recurring Donations
Watch It: Creating a Report of Current Members Who Have Not Donated
Watch It
Intermediate
Data
Optional
CRM
Member Reporting
Watch It: Creating an Email Audience
Watch It
Communication
Beginner
Set Up
Email Audiences
CRM
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: Creating Custom Fields for a CRM Membership Form
Watch It
Membership
Beginner
Set Up
CRM
Custom Fields
Watch It: Creating a System Email – Event Registration
System Emails
Watch It
Intermediate
Communication
Set Up
Event Registrations
CRM
System Communication
Watch It: Creating a Venue Event with Assigned Seating
Watch It
Events
Beginner
Set Up
CRM
Assigned Seating
Seat Map
Watch It: Creating a Venue Event with General Admission Seating
Watch It
Events
Beginner
Set Up
CRM
General Admission Seating
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 Notifications
Watch It
Beginner
Set Up
Donations
Fundraise
Tributes
Notifications
Watch It: Creating Custom Fields for a CRM Donation Form
Watch It
Beginner
Fundraising
Set Up
Donation Form
CRM
Watch It: Creating Custom Fields for CRM Account Forms
Watch It
Beginner
Set Up
CRM
Custom Fields
Forms & Pages
Account Forms
Watch It: Creating Tickets and Adding Fields
Watch It
Beginner
Set Up
Fundraise
Getting Started
Ticket Builder
Watch It: Editing Registrant Information
Watch It
Beginner
Set Up
Fundraise
Administrators
Registrant
Watch It: Editing the Fundraiser Task List
Watch It
Events
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Task List
Watch It: Editing the Status of Multiple Activities
Watch It
Fundraising
Advanced
Optional
CRM
Activities
Moves Management
Watch It: Dashboard and Navigation
Neon Pay
Watch It
Beginner
Set Up
Dashboard
Watch It: Donor Settings for Increasing Donor Conversions
Watch It
Beginner
Set Up
Donations
Fundraise
Donor Conversions
Watch It: Editing a Prebuilt Automated Email
Watch It
Intermediate
Set Up
Fundraise
Admin Email Communications
Automated Emails
Watch It: Editing and Cloning a One-Click Workflow
Watch It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
Watch It: Editing Assignee of Multiple Grants
Watch It
Fundraising
Advanced
Optional
Grants
CRM
Moves Management
Watch It: Editing Tickets and Fields
Watch It
Beginner
Set Up
Fundraise
Getting Started
Ticket Builder
Create It: Activating a One-Click Workflow
Create It
Beginner
Set Up
CRM
Workflows
One-Click Workflows
Create It: Add, Customize, and Activate a Popup
Create It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Popup
Watch It: Entering an Offline Donation as a Fundraiser
Watch It
Beginner
Set Up
Donations
Fundraise
Offline Donations
Watch It: Enabling Account Match in Neon CRM
Watch It
Beginner
Fundraising
Set Up
CRM
Account Match
Watch It: Entering Endurance Activity as a Fundraiser
Watch It
Intermediate
Fundraising
Set Up
Fundraise
Endurance Challenge
Fundraisers
Watch It: Exporting a Report
Watch It
Data
Beginner
Optional
CRM
CRM Reporting
Share Reports
Export Reports
Watch It: Finding Resources and Making Suggestions in Neon One Support
Watch It
Beginner
Set Up
Fundraise
Administrators
Support
Watch It: Fundraise Registration Flow
Watch It
Beginner
Set Up
Fundraise
Registration
Members, Registration, and Login
Watch It: Getting Ready for Your Donation Data Import
Watch It
Data
Beginner
Set Up
Donations
CRM
CRM Client Orientation
Watch It: Giving Individual Fundraisers Access to Their Personal Web Page and Donation Form
Watch It
Intermediate
Fundraising
Optional
CRM
Individual Fundraisers
Watch It: Importing Your Account Data
Watch It
Data
Beginner
Set Up
Import Manager
CRM
CRM Client Orientation
Watch It: Importing Email Addresses
Watch It
Intermediate
Communication
Set Up
CRM
Import
Watch It: Importing Your Donation Data
Watch It
Data
Beginner
Set Up
Donations
CRM
CRM Client Orientation
Watch It: Initiating a Refund
Neon Pay
Watch It
Beginner
Set Up
refunds
Disputes
Watch It: Knowing When to Use Neon Websites Versus Neon CRM
Watch It
Beginner
Set Up
Neon Websites
Websites
Overview
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: 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: Managing Pledge Payments
Watch It
Fundraising
Advanced
Maintenance
CRM
Pledges
Pledge Payments
Watch It: Modifying Access and Security Roles for an Administrator
Watch It
Beginner
Set Up
Fundraise
Administrators
Security Roles
Watch It: Obtaining a Donation Detail Report
Watch It
Intermediate
Data
Optional
CRM
Donation Report
Watch It: Obtaining a Donation Detail Report for the Prior Year
Watch It
Intermediate
Data
Optional
CRM
Donation Report
Watch It: Organizing Your Campaigns into a Group
Watch It
Advanced
Set Up
Fundraise
Campaigns
Administrators
Watch It: Overriding a Parent Setting at the Group Entity Level
Watch It
Advanced
Set Up
Fundraise
Administrators
Parent Settings
Watch It: Performing an Account Batch Update
Watch It
Data
Advanced
Maintenance
CRM
Account Batch Update
Watch It: Preparing Your Fundraiser Pages - Contact Book Page
Watch It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Pages
Watch It: Preparing Your Fundraiser Pages - First Use
Watch It
Beginner
Fundraising
Set Up
Fundraise
Fundraiser Pages
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: Refunding Donations
Watch It
Set Up
Donations
Neon Giving Days
Giving Days
Hosts
Back-End
Watch It: Registering as a Returning Nonprofit
Watch It
Set Up
Neon Giving Days
Giving Days
Registration
Nonprofits
Returning Nonprofit
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: Replicating a Fundraising Campaign
Watch It
Beginner
Fundraising
Set Up
Fundraising Campaigns
Fundraise
Watch It: Reporting Donor Year-End Receipts Mailing List
Watch It
Intermediate
Data
Optional
CRM
Year-End Reporting
Watch It: Resending Emails
Watch It
Set Up
Emails
Neon Giving Days
Giving Days
Hosts
Back-End
Watch It: Retrieving Your CRM Organization ID and API Key
Watch It
Advanced
Set Up
Fundraise
Integrations
API Key
Organization ID
Watch It: Savings Report Configurations
Watch It
Beginner
Optional
CRM
CRM Reporting
Data Entry & Reporting
Report Configurations
Watch It: Reviewing Membership Details
Account Management
Watch It
Membership
Beginner
Set Up
CRM
Membership Details
Watch It: Running a Custom Date Range Daily Report
Watch It
Intermediate
Data
Optional
Daily Reports
CRM
Reports
Watch It: Running a Duplicate Scan
Watch It
Beginner
Set Up
Duplicate Management
CRM
CRM Client Orientation
Duplicate Scan
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: Sending an Email From an Account Page
Communication with Constituents
Watch It
Communication
Beginner
Set Up
Emails
CRM
Watch It: Setting Membership Terms and Pricing
Watch It
Membership
Beginner
Set Up
Memberships
CRM
Membership Terms
Watch It: Setting Sub-Member Terms and Pricing
Watch It
Membership
Beginner
Set Up
CRM
Sub-member terms
Sub-member pricing
Watch It: Setting up Retail Items
Watch It
Set Up
Arts People
Setup
Retail Items
Watch It: Sharing a Report
Watch It
Beginner
Optional
CRM
CRM Reporting
Share Reports
Data Entry & Reporting
Watch It: Styling the Individual Fundraiser Web Page and Donation Form
Watch It
Intermediate
Fundraising
Optional
CRM
Individual Fundraisers
Watch It: Subscriptions
Watch It
Set Up
Subscriptions
Arts People
Box Office
Watch It: Updating Membership Forms to Include Custom Fields
Watch It
Membership
Beginner
Set Up
Membership Forms
CRM
Custom Fields
Watch It: Updating Organization Information at an Organization Level
Watch It
Beginner
Set Up
Fundraise
Administrators
Organization Information
Watch It: Tribute Donation Pages
Watch It
Beginner
Set Up
Donations
Fundraise
Donation Pages
Watch It: Updating Your Neon Fundraise Profile and Notifications
Watch It
Beginner
Set Up
Fundraise
Administrators
Notifications
Profile
Watch It: Uploading New User Registrations
Watch It
Advanced
Set Up
Fundraise
Members, Registration, and Login
Bulk
Registrations
New Users
Read It: Organizing Your Campaigns into a Group
Read It
Advanced
Set Up
Fundraise
Campaigns
Administrators
Watch It: Using the Campaign Goal Meter
Watch It
Beginner
Fundraising
Set Up
CRM
Goal Meter
Watch It: Using Workflows to Communicate with System Users
Watch It
Communication
Beginner
Set Up
CRM
Workflows
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: Viewing Sent Emails in the CRM
Communication with Constituents
Watch It
Communication
Beginner
Set Up
Emails
CRM
Watch It: Viewing Your List of Accounts
Account Management
Watch It
Membership
Beginner
Set Up
CRM
Read It: Adding Soft Credits
Read It
Fundraising
Advanced
Set Up
CRM
Soft Credits
Adding and Renewing Memberships for System Users
Learn how to add and renew memberships and sub-memberships as a system user.
Intermediate
Membership
Set Up
CRM
Renew Membership
Sub-Members
Read It - Selling a Class through the Box Office
Read It
Set Up
Arts People
Box Office
Class
Enrollment
Read It: Accessing Automatic Daily Reports
Intermediate
Data
Read It
Optional
Daily Reports
CRM
Reports
Read It: Add a Member Store Discount
Intermediate
Read It
Membership
Optional
CRM
Member Store
Discount
Read It: Add an Email Audience for Members-Only Newsletters
Intermediate
Read It
Membership
Optional
Email Audiences
CRM
Read It: Add, Customize, and Activate a Popup
Read It
Beginner
Set Up
Neon Websites
Websites
Website Builder
Popup
Read It: Add a Portal Login Message
Intermediate
Program Management
Read It
Set Up
CRM
Portal Login Message
Read It: Add Conditional Ticket Prices to an Event
Intermediate
Read It
Membership
Optional
CRM
Ticket Prices
Read It: Adding a Blog Feed Entry
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Blog
Read It: Adding a Discount Code
Read It
Set Up
Arts People
Discount
Read It: Adding a Group Discount
Read It
Set Up
Arts People
Discount
Read It: Adding a New Security Role and Permission Levels
Read It
Beginner
Set Up
Fundraise
Administrators
Security Roles
Permission Levels
Read It: Adding a Logo, Favicon, and Header Image
Adding a logo
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Read It: Adding, Editing, and Deleting an Address
Account Management
Read It
Membership
Beginner
Set Up
CRM
Addresses
Read It: Adding, Editing, and Deleting a Relationship
Account Management
Read It
Membership
Beginner
Set Up
CRM
Relationships
Read It: Adding, Editing, Pinning, and Deleting a Note
Account Management
Read It
Membership
Beginner
Set Up
CRM
Notes
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
Read It: Adding a Pricing Term
Read It
Set Up
Arts People
Pricing
Read It: Adding an FAQs Navigation Menu Page in Site Builder
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
FAQ
Read It: Adding a Package
Read It
Set Up
Arts People
Pricing
Read It: Adding a User to NeonCRM
Adding System Users
Program Management
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Adding Users
Read It: Adding a Video to the Video Gallery
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Video Gallery
Read it: Adding Call-To-Action Buttons
Read It
Beginner
Set Up
Fundraise
Your Campaign Website
Buttons
Site Builder
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
Read It: Adding Conditional Ticket Prices
Events
Read It
Beginner
Set Up
CRM
Event Management
Conditional Ticket Prices
Read It: Adding, Editing, and Deleting a Household Contact
Account Management
Read It
Membership
Beginner
Set Up
CRM
Households
Household Contacts
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: Adding New CLP Sidebar Menu Options
Intermediate
Program Management
Read It
Set Up
CRM
Sidebar Menu Options
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: Adding Fees
Read It
Set Up
Arts People
Pricing
Read It: Adding Individual Fundraisers
Intermediate
Read It
Fundraising
Optional
CRM
Individual Fundraisers
Read It: Add Member-Only Content Pages
Intermediate
Program Management
Read It
Set Up
CRM
Content Page
Read It: Awarding Prizes
Read It
Set Up
Neon Giving Days
Giving Days
Hosts
Back-End
Prizes
Read It: Building a Performance
Read It
Set Up
Arts People
Setup
Performance
Create It: Adding Household Members
Create It
Set Up
Arts People
Database
Household Members
Create It: Adding Individual Fundraisers
Intermediate
Create It
Fundraising
Optional
CRM
Individual Fundraisers
Create It: Adding Sessions
Intermediate
Create It
Events
Set Up
CRM
Sessions
Create It: Adding Soft Credits
Create It
Fundraising
Advanced
CRM
Soft Credits
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
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
Watch It: Creating a Single Admission Legacy Event
Watch It
Events
Beginner
Set Up
CRM
Event Management
Single Admission
Read It: Reporting Legacy Events Associated With Campaigns
Intermediate
Data
Read It
Optional
CRM
Event Reporting
Watch It: Adding a Member-Only Legacy Event
Watch It
Intermediate
Events
Membership
Optional
CRM
Watch It: Set Theme and Configure Legacy Event Registration Form
Themes
Watch It
Events
Beginner
Set Up
Event Registrations
CRM
Event Management
Watch It: Legacy Event Waiver Statement
Watch It
Events
Beginner
Set Up
Event Registrations
CRM
Event Management
Waiver
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 Multiple Ticket Prices, One Admittee Legacy Event
Watch It
Events
Beginner
Set Up
CRM
Event Management
Multiple Ticket Prices
One Attendee
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: Creating a Free Legacy Event
Watch It
Events
Beginner
Set Up
CRM
Event Management
Free Event
Watch It: Reporting Legacy Events Associated With Campaigns
Watch It
Intermediate
Data
Optional
CRM
Event Reporting
Read It: Adding Legacy Event Waiver Statement
Events
Read It
Beginner
Set Up
Event Registrations
CRM
Event Management
Waiver
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: Set Theme and Configure Legacy Event Registration Forms
Themes
Events
Read It
Beginner
Set Up
Event Registrations
CRM
Event Management
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 a Single Admission Legacy Event
Events
Read It
Beginner
Set Up
CRM
Event Management
Single Admission
Practice It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event
Events
Practice It
Beginner
Set Up
CRM
Event Management
Multiple Ticket Prices
Multiple Attendees
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: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event
Create It
Events
Beginner
Set Up
CRM
Event Management
Multiple Ticket Prices
Multiple Attendees
Read It: Creating Multiple Ticket Prices, One Admittee Legacy Event
Events
Read It
Beginner
Set Up
CRM
Event Management
Multiple Ticket Prices
One Attendee
Create It: Creating a Single Admission Legacy Event
Create It
Events
Beginner
Set Up
CRM
Event Management
Single Admission
Read It: Creating a Free Legacy Event
Events
Read It
Beginner
CRM
Event Management
Free Event
Create It: Creating a Free Legacy Event
Create It
Events
Beginner
Set Up
CRM
Event Management
Free Event
Create It: Legacy Event Waiver Statement
Create It
Events
Beginner
Set Up
Event Registrations
CRM
Event Management
Waiver
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: Set Theme and Configure Legacy Event Registration Form
Themes
Create It
Events
Beginner
Set Up
Event Registrations
CRM
Event Management
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
Read It: Adding a Member-Only Legacy Event
Intermediate
Events
Read It
Membership
Optional
CRM
Read It: Creating a General Admission Seating Event
Events
Read It
Beginner
Set Up
CRM
General Admission Seating
Read It: Creating an Online Event
Events
Read It
Beginner
Set Up
CRM
Online Event
Read It: Creating an Assigned Seating Event
Events
Read It
Beginner
Set Up
CRM
Assigned Seating
Seat Map
Watch It: Adding a Discount Code
Watch It
Intermediate
Events
Set Up
CRM
Discount Code
Create It: Adding a Discount Code
Intermediate
Create It
Events
Set Up
CRM
Discount Code
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: Adding a New Ticket Type to an Existing Assigned Seating Event
Intermediate
Events
Read It
Set Up
CRM
Ticket Type
Assigned Seating
Read It: Adding a Discount Code
Intermediate
Events
Read It
Set Up
CRM
Discount Code
Creating a Seat Map
In this course, you will learn how to create a seat map for your venue, including adding notable amenities such as exits, bathrooms, and concessions. You will also learn how to add seating tiers to define seat pricing levels when creating an event.
Events
Advanced
Set Up
CRM
Seat Map
Venue Objects
Tiers
Watch It: Creating a Venue Seat Map
Watch It
Events
Advanced
Set Up
CRM
Seat Map
Watch It: Adding Venue Objects
Watch It
Events
Advanced
Set Up
CRM
Seat Map
Venue Objects
Watch It: Adding Seat Map Tiers
Watch It
Events
Advanced
Set Up
CRM
Seat Map
Tiers
Create It: Creating a Venue Seat Map
Create It
Events
Advanced
Set Up
CRM
Seat Map
Create It: Adding Venue Objects
Create It
Events
Advanced
Set Up
CRM
Seat Map
Venue Objects
Create It: Adding Seat Map Tiers
Create It
Events
Advanced
Set Up
CRM
Seat Map
Tiers
Read It: Creating a Venue Seat Map
Events
Read It
Advanced
Set Up
CRM
Seat Map
Venue Objects
Tiers
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
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
Watch It: Completing the Event Check-In Process - Manual Check-In
Watch It
Intermediate
Events
Optional
CRM
Event Check-In
Read It: Completing the Event Check-In Process
Intermediate
Events
Read It
Optional
CRM
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
Create It: Completing the Event Check-In Process - Manual Check-In
Intermediate
Create It
Events
Optional
CRM
Event Check-In
Read It: Purchasing Tickets for an Assigned Seating Event on Behalf of a Constituent
Intermediate
Events
Read It
Optional
CRM
Purchasing Tickets
Sales
Watch It: Configuring Donation Matching
Watch It
Beginner
Set Up
Donations
Fundraise
Donation Matching
Donation Matching Reports
Watch It: Creating a Donation Match
Watch It
Beginner
Set Up
Donations
Fundraise
Donation Matching
Donation Matching Reports
Watch It: Editing Donation Matches
Watch It
Beginner
Set Up
Donations
Fundraise
Donation Matching
Donation Matching Reports
Watch It: Ending Donation Matches
Watch It
Beginner
Set Up
Donations
Fundraise
Donation Matching
Donation Matching Reports
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.
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
Watch It: Submitting and Fulfilling Pledges
Watch It
Intermediate
Set Up
Donations
Fundraise
Reporting
Pledges
Credits Report
Pledges Report
Practice It: Reporting on Pledges and Credits
Intermediate
Practice It
Set Up
Donations
Fundraise
Pledges
Credits Report
Pledges Report
Watch It: Reporting on Pledges and Credits
Watch It
Intermediate
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
Watch It: Uploading a Fundraiser Page Default Hero Image
Watch It
Beginner
Set Up
Fundraise
Hero Image
Your Campaign Website
Watch It: Enabling the Media Widget in Site Builder
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Media Widget
Watch It: Adding a Video to the Video Gallery
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Video Gallery
Watch It: Customizing Your Campaign Terms
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Campaign Terms
Watch It: Customizing Your Facebook Feed URL
Watch It
Beginner
Set Up
Facebook
Fundraise
Your Campaign Website
Watch It: Enabling the Social Feed Widget in Site Builder
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Social Feed Widget
Watch It: Customizing a General Campaign Social Share
Watch It
Beginner
Set Up
Fundraise
Your Campaign Website
Social Share
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
Watch It: Creating a New Report
Watch It
Data
Beginner
Optional
CRM
New Reports
Practice It: Save Report Configuration, Export, and Share a Report
Practice It
Data
Beginner
Optional
CRM
CRM Reporting
Share Reports
Export Reports
Read It: Creating a New Report
Read It
Beginner
Optional
CRM
New Reports
Data Entry & Reporting
Read It: Editing Criteria and Columns in Reports
Read It
Beginner
Optional
CRM
CRM Reporting
Edit Reports
Data Entry & Reporting
Read It: Saving Report Configurations
Read It
Beginner
Optional
CRM
CRM Reporting
Data Entry & Reporting
Report Configurations
Read It: Exporting a Report
Read It
Beginner
Optional
CRM
CRM Reporting
Export Reports
Data Entry & Reporting
Read It: Sharing a Report
Read It
Beginner
Optional
CRM
CRM Reporting
Share Reports
Data Entry & Reporting
Read It: Using Search Groups in a Report
Data
Read It
Advanced
Optional
CRM
Reports
Search Groups
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
Read It: Using Exclude From Results in Reports
Data
Read It
Advanced
Optional
CRM
Reports
Exclude From Results
Read It: Using Search Within Results in Reports
Data
Read It
Advanced
Optional
CRM
Reports
Search Within Results
Read It: Using Dynamic Dates as Criteria in Reports
Data
Read It
Advanced
Optional
CRM
Reports
Dynamic Dates
Read It: Dashboard and Navigation
Neon Pay
Read It
Beginner
Set Up
Dashboard
Read It: Setting Up Your Merchant Account
Neon Pay
Read It
Beginner
Set Up
Merchant Account
Read It: Creating a Newsletter Subscription Form
Intermediate
Communication
Read It
Set Up
CRM
Newsletter Subscription
Watch It: Creating a Newsletter Subscription Form
Watch It
Intermediate
Communication
Set Up
CRM
Newsletter Subscription
Watch It: Organization Information
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Organization Information
Watch It: Branding Setup
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Branding Setup
Watch It: Individual Survey
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Individual Survey
Watch It: Setting Up Your Email Template
Watch It
Beginner
Set Up
CRM
CRM Client Orientation
Email Template
Create It: Organization Information
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Organization Information
Create It: Branding Setup
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Branding Setup
Create It: Individual Survey
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Individual Survey
Create It: Setting Up Your Email Template
Create It
Beginner
Set Up
CRM
CRM Client Orientation
Email Template
Read It: Organization Information
Read It
Set Up
CRM
CRM Client Orientation
Organization Information
Read It: Branding Setup
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Branding Setup
Read It: Individual Survey
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Individual Survey
Read It: Setting Up Your Email Template
Read It
Beginner
Set Up
CRM
CRM Client Orientation
Email Template
Watch It: Building a Membership Custom Field
Watch It
Membership
Beginner
Set Up
CRM
Custom Fields
Practice It: Building a Membership Custom Field
Practice It
Membership
Beginner
Set Up
CRM
Custom Fields
Create It: Building a Membership Custom Field
Create It
Membership
Beginner
Set Up
CRM
Custom Fields
Watch It: Creating a New Account
Account Management
Watch It
Program Management
Beginner
Set Up
CRM
CRM Client Orientation
Creating a new Account
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: Adding a Donation
Orientation
Create It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
Read It: Adding a Donation
Orientation
Read It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
Watch It: Editing Membership Settings
Watch It
Membership
Beginner
Maintenance
CRM
CRM Client Orientation
Editing Membership Settings
Create It: Editing Membership Settings
Create It
Membership
Beginner
Maintenance
CRM
CRM Client Orientation
Editing Membership Settings
Watch It: Setting Membership Levels
Watch It
Program Management
Membership
Beginner
Set Up
Membership Levels
CRM
CRM Client Orientation
Create It: Setting Membership Levels
Create It
Program Management
Membership
Beginner
Set Up
Membership Levels
CRM
CRM Client Orientation
Watch It: Setting Membership Terms
Watch It
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Membership Terms
Create It: Setting Membership Terms
Create It
Membership
Beginner
Set Up
CRM
CRM Client Orientation
Membership Terms
Watch It: Creating a Custom Theme
Themes
Watch It
Beginner
Set Up
Theme Editor
CRM
CRM Client Orientation
Practice It: Creating a Custom Theme
Themes
Practice It
Beginner
Set Up
Theme Editor
CRM
CRM Client Orientation
Watch It: Adding a Donation
Orientation
Watch It
Beginner
Set Up
Donations
CRM
CRM Client Orientation
Create It: Creating a Custom Theme
Themes
Create It
Beginner
Set Up
Theme Editor
CRM
CRM Client Orientation
Create It: Creating a Donation Form
Create It
Beginner
Set Up
Donations
Donation Form
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 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
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
Eventbrite
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
Neon CRM Orientation for Guided Data Conversion Clients
8 Courses
Preparing for Your Neon CRM Guided Data Conversion
CRM Orientation Course 4 - Guided Data Conversion Track
Beginner
Set Up
CRM
Neon CRM Orientation for Guided Data Conversion Clients w/Neon Pay
8 Courses
Neon CRM Orientation for SimpleStart Clients
8 Courses
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
8 Courses
Neon CRM Orientation for Premium Data Import Clients
4 Courses
Neon CRM Orientation for Premium Data Import Clients w/ Neon Pay
4 Courses
Preparing for Your Neon CRM Premium Data Import
CRM Orientation Course 4 - Premium Data Import Track
Beginner
Set Up
CRM
Neon CRM Orientation for Standard Data Import Clients
4 Courses
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.
Beginner
Set Up
CRM
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 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 Orientation for Standard Data Import Clients w/ Neon Pay
4 Courses
Preparing for Your Neon CRM Standard Data Import
CRM Orientation Course 4 - Standard Data Import 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
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 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
Read It: Configuring Donation Matching
Read It
Beginner
Set Up
Donations
Fundraise
Donation Matching
Donation Matching Reports
Read It: Creating a Donation Match
Read It
Beginner
Set Up
Donations
Fundraise
Donation Matching
Donation Matching Reports
Read It: Editing a Donation Match
Read It
Beginner
Set Up
Donations
Fundraise
Donation Matching
Donation Matching Reports
Read It: Editing or Deactivating Automated Donation Matching Emails
Read It
Beginner
Set Up
Fundraise
Donation Matching
Donation Matching Reports
Read It: Ending and Fulfilling a Donation Match
Read It
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
Social Media
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.
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
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.
Beginner
Set Up
CRM
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
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.
Beginner
Set Up
CRM
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
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 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
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.
Beginner
Set Up
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.
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.
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
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
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.
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
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.
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
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.
Beginner
Set Up
CRM
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
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.
Beginner
Set Up
CRM
Neon CRM Quick Start
In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.
Neon CRM Quick Start
In this course, you’ll learn how to navigate through the Neon CRM and update your organization’s information.
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