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Neon CRM Adoption Bootcamp

Neon CRM Adoption Bootcamp

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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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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

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