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Welcome Video
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Course Introduction
- Neon CRM and Neon Fundraise Integration Overview
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Lesson 1 - Neon CRM and Neon Fundraise Integration Overview
- Connecting Neon Fundraise to Neon CRM
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Lesson 1 - Overview of Process for Connecting Neon Fundraise to Neon CRM
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Lesson 2 - Watch It: Creating a Neon CRM Campaign for Integration
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Lesson 3 - Practice It: Creating a Neon CRM Campaign for Integration
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Lesson 4 - Watch It: Creating a Neon CRM Legacy Event
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Lesson 5 - Practice It: Creating a Neon CRM Legacy Event
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Lesson 6 - Watch It: Retrieving Your CRM Organization ID and API Key
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Lesson 7 - Practice It: Retrieving Your CRM Organization ID and API Key
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Lesson 8 - Watch It: Entering Your CRM Organization ID and API Key into Neon Fundraise
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Lesson 9 - Practice It: Entering Your CRM Organization ID and API Key into Neon Fundraise
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Lesson 10 - Watch It: Sending Neon CRM System Emails
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Lesson 11 - Watch It: Syncing Offline Donations
- Sync Logs & Manual Resyncing
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Lesson 1 - Watch It: Accessing Sync Logs
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Lesson 2 - Practice It: Accessing Sync Logs
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Lesson 3 - Watch It: Manually Resyncing a Record
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Lesson 4 - Practice It: Manually Resyncing a Record
- Course Conclusion
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Review
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Resources
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Good Bye!
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.
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.
Learning Objectives:
- Create a Neon CRM Campaign
- Create a Neon CRM Event
- Retrieve your Organization ID and API Key
- Integrate a campaign between Neon Fundraise and Neon CRM
- Sync Neon CRM Logs
- Resync Neon CRM Logs displaying a sync error message