Neon CRM Courses

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

Creating Memberships

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

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

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 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

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

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

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

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

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

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

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

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

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

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

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

Neon CRM Quick Start w/ Neon Pay

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

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

Importing Your 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

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

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

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

Account Management

In this course you will learn how to view your account's history, contacts, relationships, addresses, and notes. This course will take apx. 60 mins)

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

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

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

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

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

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

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

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

Welcome to Neon CRM

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

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

Preparing for Your Neon CRM Premium Data Import

CRM Orientation Course 4 - Premium Data Import Track

Beginner Set Up CRM

Preparing for Your Neon CRM Standard Data Import

CRM Orientation Course 4 - Standard Data Import Track

Beginner Set Up CRM

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

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

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

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

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

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

Advanced Workflows

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

Advanced Optional Conditional Workflow CRM Workflows Event Workflow Date Workflow

Adding and Renewing Memberships

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

Intermediate Membership Set Up CRM Renew Membership Sub-Members

Welcome to Neon CRM for Premium Data Import Clients

Begin Here! In this course, you will create your implementation plan by evaluating your organization’s needs as they relate to the new CRM.

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

Part of: