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Welcome Video
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Course Introduction
- Uploading Bulk Donations Overview
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Lesson 1: Bulk Donations User Administration Overview
- Downloading Bulk Donations Sample Template
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Lesson 1 - Watch It: Bulk Donation Sample Template
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Lesson 2 - Practice It: Downloading a Bulk Donation Sample Template
- Pulling Member/Donor ID Reports
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Lesson 1 - Watch It: Running ID Reports to Locate IDs
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Lesson 2 - Practice It: Running a Report to Locate a Member ID
- Uploading and Editing Bulk Donations
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Lesson 1 - Watch It: Uploading Bulk Donations
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Lesson 2 - Practice It: Uploading Bulk Donations
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Lesson 3 - Watch It: Editing a Donation Record
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Lesson 4 - Practice It: Editing a Donation Record
- Course Conclusion
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Review
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Resources
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Good Bye!
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.
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. You’ll also learn how to upload your Bulk Donation form to Neon Fundraise, find and add member IDs, and edit donation records in your donation list.
Learning Objectives:
- Locate and download the Bulk Donation form from Neon Fundraise
- Identify the required and recommended fields on the Bulk Donation form
- Run reports to locate the member, donor, and team IDs used with the Bulk Donation form
- Upload the Bulk Donation form to Neon Fundraise
- Edit a donation record in the Bulk Donation list