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Neon Arts People

Read It: Providing an Effective Email Template

Events Read It Beginner Fundraising Set Up Fundraise Email Template

Watch It: Running a Duplicate Scan

Watch It Beginner Set Up Duplicate Management CRM CRM Client Orientation Duplicate Scan

Watch It: Adding a Package

Watch It Set Up Arts People Pricing Discounts

Watch It: Adding Banner Images

Watch It Beginner Set Up Fundraise Your Campaign Website Site Builder Banner Images

Watch It: Editing Tickets and Fields

Watch It Beginner Set Up Fundraise Getting Started Ticket Builder

Read it: Entering Endurance Activity as a Fundraiser

Intermediate Read It Fundraising Set Up Fundraise Endurance Challenge Fundraisers

Read It: Editing and Modifying a Recurring Donation

Read It Beginner Set Up Donations Fundraise Recurring donations

Watch It: Creating a Conditional Email - In-Kind Gifts

System Emails Watch It Communication Beginner Set Up Emails CRM Conditional Emails

Practice It: Completing a Neon Websites Worksheet for Step 1 in Week 1

Practice It Beginner Set Up Neon Websites Websites Overview

Practice It: Clearing a Setting Override

Practice It Advanced Set Up Fundraise Administrators Setting Override

Fundraiser Dashboard Settings for Fundraisers (Neon Fundraise)

This is a resource for fundraisers to manage fundraiser pages.

Social Media Beginner Fundraising Set Up Fundraising Team Fundraising Messages Network Members

Watch It: Editing a Security Role

Watch It Beginner Set Up Fundraise Administrators Security Roles

Watch It: Reporting Legacy Events Associated With Campaigns

Watch It Intermediate Data Optional CRM Event Reporting

Read It: Preparing Your Fundraiser Pages - My Page

Read It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Watch It: Creating a Person Type

Watch It Set Up Arts People Pricing Discounts

Read It: Customizing the Notify via Email and eCards Section

Read It Beginner Set Up Emails Donations Fundraise Tributes eCards

Practice It: Adding a Group Discount

Practice It Set Up Arts People Pricing Discounts

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: Running, Modifying, Saving and Managing Donor Reports

Watch It Beginner Set Up Fundraise Reports Reports and Analytics

Create It: Adding Household Members

Create It Set Up Arts People Database Household Members

Watch It: Using the Neon Event Widget to Connect Data from Neon CRM

Watch It Beginner Set Up Neon Websites Websites Widgets Neon Events

Watch It: Reporting Options

Watch It Set Up Arts People Reports Reporting Options

Read It: Bulk Editing Registered Users

Read It Advanced Set Up Fundraise Members, Registration, and Login Registered Users

Tributes, Notifications, & eCards (Neon Fundraise)

In this course you will learn how to add a Tribute section, and how to customize Notifications and Cards.

Intermediate Optional Emails Donations Fundraise Tributes Notifications eCards Cards Mail

Watch It: Renewing a Membership with Sub-Members

Watch It Intermediate Membership Set Up CRM Renew Membership

Watch It: Setting Membership Terms

Watch It Membership Beginner Set Up CRM CRM Client Orientation Membership Terms

Practice It: Setting Up Donations

Practice It Set Up Donations Arts People Donation Types Campaigns Funds appeals

Watch It: Creating an Endurance Pledge as an Administrator

Watch It Intermediate Set Up Fundraise Endurance Challenge Endurance Pledge

Watch It: Enabling the Endurance Pledge Feature

Watch It Intermediate Set Up Fundraise Endurance Challenge Endurance Pledge

Edit and Copy a One-Click Workflow (1:21)

Learn how to edit and copy a One-Click Workflow.

Program Management Workflows One-Click Workflows Introduction Fast Track

Watch It: Restricting Pages to Require Log-in

Watch It Intermediate Set Up Neon Websites Websites Website Builder Member Log-In

Watch It: Reviewing Neon Websites Templates for Step 1 in Week 1

Watch It Beginner Set Up Neon Websites Websites Overview

Watch It: Managing Registration Requests as a Host

Watch It Set Up Neon Giving Days Giving Days Registration Hosts Registration Requests

Watch It: Preparing Your Account Data for Import

Watch It: Ticket Sales - For clients that signed before 09/15/2024 (5:13)

Watch It Set Up Arts People Box Office Ticket Sales

Watch It: Exporting a Report

Watch It Data Beginner Optional CRM CRM Reporting Share Reports Export Reports

Watch It: Customizing Your Public Pages

Watch It Set Up Arts People Public Pages

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: Generating a Targeted List

Watch It Set Up Arts People Marketing Targeted Lists

Watch It: Adding Individual Fundraisers

Watch It Intermediate Fundraising Optional CRM Individual Fundraisers

Create an Activity (2:19 min)

Learn how to create an activity in Neon CRM.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Create a Grant (1:37 min)

Learn how to create a grant in Neon CRM.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Leveraging Giving Moments

This course explains how you can use storytelling to turn giving moments into a successful giving campaign.

Nonprofit Best Practices

Read It: Adding a Group Discount

Read It Set Up Arts People Discount

Create It: Associating Membership to Funds

Create It Set Up Memberships Arts People Funds

Create It: Adding a Show

Create It Set Up Arts People Show

Watch It: Importing Your Membership Data (With and Without Account IDs)

Watch It Data Membership Beginner Set Up CRM CRM Client Orientation

Watch It: Importing Your Donation Data (With and Without Account IDs)

Watch It Data Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Creating Multiple Ticket Prices, Multiple Attendees Legacy Event

Watch It Events Beginner Set Up CRM Event Management Multiple Ticket Prices Multiple Attendees

Practice It: Subscriptions

Practice It Set Up Subscriptions Arts People Box Office

Read It: Creating a Person Type

Read It Set Up Arts People Pricing

Watch It: Using Standard Reports

Watch It Set Up Arts People Reports Standard 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

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

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

Overview of the Breakpoints (00:48)

Learn about the importance of breakpoints and what will be covered in other lessons about breakpoints.

Watch It Neon Websites Fast Track Breakpoint

Create It: Subscriptions

Create It Set Up Subscriptions Arts People Box Office

Create It: Updating Your Organization's Information

Create It Maintenance Arts People Organization Information

Create It: Managing System Users

Create It Maintenance Arts People System Users

Create It: Enrollment Pricing Setup

Create It Set Up Arts People Enrollment Pricing

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

Create It: Create and Edit a Blog Post

Create It Beginner Set Up Neon Websites Websites Website Builder Blog Posts

Watch It: Adding Marketing Services

Watch It Set Up Arts People Marketing Services

Watch It: Refunding Donations

Watch It Set Up Donations Neon Giving Days Giving Days Hosts Back-End

Watch It: Creating a Venue Event with General Admission Seating

Watch It Events Beginner Set Up CRM General Admission Seating

Watch It: Editing a Sponsor Level and Sponsor

Watch 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: Finding Resources and Making Suggestions in Neon One Support

Practice It Beginner Set Up Fundraise Administrators Support

Watch It: Editing and Modifying a Recurring Donation

Watch It Beginner Set Up Donations Fundraise Recurring Donations

Watch It: Adding an FAQs Section

Watch It Beginner Set Up Fundraise Your Campaign Website FAQ

Watch It: Overriding a Parent Setting at the Campaign Entity Level

Watch It Advanced Set Up Fundraise Administrators Parent Settings

Watch It: Organizing Your Campaigns into a Group

Watch It Advanced Set Up Fundraise Campaigns Administrators

Watch It: Syncing Offline Donations

Watch It Advanced Set Up Fundraise Integrations Offline Donations

Practice It: Customizing the Notify via Email and eCards Section

Practice It Beginner Set Up Emails Donations Fundraise Tributes eCards

Practice It: Accessing Sync Logs

Practice It Advanced Set Up Fundraise Integrations Sync Logs

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: Customizing Notifications

Watch It Beginner Set Up Donations Fundraise Tributes Notifications

Watch It: Configuring Donation Matching

Watch It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Practice It: Adding a Registrant

Practice It Beginner Set Up Fundraise Administrators Registrant

Watch It: Adding a New Security Role and Permission Levels

Watch It Beginner Set Up Fundraise Administrators Security Roles Permission Levels

Watch It: Deleting an Administrator

Watch It Beginner Set Up Fundraise Administrators Deleting Administrators

Watch It: Customizing Your Facebook Feed URL

Watch It Beginner Set Up Facebook Fundraise Your Campaign Website

Practice It: Editing Donation Matches

Practice It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Allowing Fundraisers to Add Livestreams

Watch It Events Beginner Fundraising Set Up Fundraise Livestreams

Watch It: Replicating a Fundraising Campaign

Watch It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Practice It: Configuring a Parent Setting at the Organization Entity Level

Practice It Advanced Set Up Fundraise Administrators Parent Settings

Watch It: Overriding a Parent Setting at the Group Entity Level

Watch It Advanced Set Up Fundraise Administrators Parent Settings

Practice It: Editing a Sponsor Level and Sponsor

Practice It Beginner Set Up Fundraise Your Campaign Website Sponsors

Watch It: Create a New Standalone Ticket Page

Watch It Beginner Fundraising Set Up Fundraise Standalone Ticket Page

Watch It: Providing an Effective Email Template

Watch It Events Beginner Fundraising Set Up Fundraise Email Template

Watch It: Preparing Your Fundraiser Pages - First Use

Watch It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Practice It: Creating a Donation Match

Practice It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Adding Call-To-Action Buttons

Watch It Beginner Set Up Fundraise Your Campaign Website Buttons Site Builder

Meet the Advanced Tabs Widget (1:08)

Learn how to customize tab layouts with advanced tabs.

Watch It Neon Websites Websites Website Builder Fast Track Advanced Tabs

Watch It: Reporting on Pledges and Credits

Watch It Intermediate Set Up Donations Fundraise Pledges Credits Report Pledges Report

Watch It: Creating Tickets and Adding Fields

Watch It Beginner Set Up Fundraise Getting Started Ticket Builder

Watch It: Adding a Registrant

Watch It Beginner Set Up Fundraise Administrators Registrant

Watch It: Entering Endurance Activity for a Fundraiser as an Administrator

Watch It Intermediate Fundraising Set Up Fundraise Administrators Endurance Challenge

Watch It: Updating Campaign Information at a Campaign Level

Watch It Beginner Set Up Fundraise Campaigns Administrators

Practice It: Adding a New Security Role and Permission Levels

Practice It Beginner Set Up Fundraise Administrators Security Roles Permission Levels

Watch It: Updating Organization Information at an Organization Level

Watch It Beginner Set Up Fundraise Administrators Organization Information

Practice It: Bulk Editing Registered Users

Practice It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registered Users

Watch It: Creating a Donation Match

Watch It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Updating Your Neon Fundraise Profile and Notifications

Watch It Beginner Set Up Fundraise Administrators Notifications Profile

Watch It: Managing the Navigation Menu

Watch It Beginner Fundraise Your Campaign Website Navigation Menu

Practice It: Creating an Endurance Pledge as an Administrator

Intermediate Practice It Set Up Fundraise Endurance Challenge Endurance Pledge

Watch It: Fundraise Registration Builder

Watch It Beginner Set Up Fundraise Registration Members, Registration, and Login

Practice It: Customizing a General Campaign Social Share

Practice It Beginner Set Up Your Campaign Website Social Share

Practice It: Creating a Fundraise Team

Practice It Beginner Set Up Fundraise Fundraising Team Administrators

Practice It: Editing and Modifying a Recurring Donation

Practice It Beginner Set Up Donations Fundraise Recurring Donations

Watch It: Submitting and Fulfilling Pledges

Watch It Intermediate Set Up Donations Fundraise Reporting Pledges Credits Report Pledges Report

Watch It: Creating a Recurring Donation

Watch It Beginner Fundraising Set Up Donations Recurring Donations

Watch It: Ending Donation Matches

Watch It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Creating Endurance Pledge Reports

Watch It Intermediate Set Up Fundraise Endurance Challenge Endurance Pledge

Watch It: Thanking Network Members

Watch It Beginner Fundraising Set Up Fundraise Network Members

Practice It: Customizing the Tribute Section

Practice It Beginner Set Up Donations Fundraise Tributes

Watch It: Adding Homepage Widgets

Watch It Beginner Set Up Fundraise Your Campaign Website Widgets Site Builder

Watch It: Editing an FAQ Page

Watch It Beginner Set Up Fundraise Your Campaign Website

Watch It: Retrieving Your CRM Organization ID and API Key

Watch It Advanced Set Up Fundraise Integrations API Key Organization ID

Read It: Replicating a Fundraising Campaign

Read It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Practice It: Replicating a Fundraising Campaign

Practice It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Watch It: Enabling the Recommitment Feature (1:19)

Watch It Intermediate Fundraising Optional Fundraise Recommitment

Read It: Create and Edit a Blog Post

Read It Beginner Set Up Neon Websites Websites Website Builder Blog Posts

Watch It: Manually Entering Donations

Watch It Set Up Donations Neon Giving Days Giving Days Hosts Back-End

Watch It: Adding and Editing Announcements

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Announcements

Watch It: Adding and Editing Admin and Public Pages

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Public Pages

Resolve Issues During Onboarding in Neon Pay (3:00)

Learn how to resolve issues during the onboarding process in Neon Pay.

Neon Pay Watch It Beginner Set Up Merchant Account Neon Pay Merchant Document Uploader Errors Issues

Read It: Ending and Fulfilling a Donation Match

Read It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Read It: Configuring a Parent Setting at the Organization Entity Level

Read It Advanced Set Up Fundraise Administrators Parent Settings

Read It: Editing the Fundraiser Task List

Events Read It Beginner Fundraising Set Up Fundraise Fundraiser Task List

Read it: Adding Banner Images

Read It Beginner Set Up Fundraise Your Campaign Website Site Builder Banner Images

Read It: Preparing Your Fundraiser Pages - First Use

Read It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Read It: Adding the Sponsors Widget and Navigation Menu Page in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website Sponsors

Read It: Editing a Donation Match

Read It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Read It: Donation Settings for Mobile Phone Users

Read It Beginner Set Up Donations Fundraise Mobile Phone Users

Read It: Add Pages in Neon One Websites

Read It Beginner Set Up Neon Websites Websites Website Builder Pages

Read It: Scheduling Campaign Automation

Read It Beginner Set Up Fundraise Administrators Campaign Automation

Read It: Creating a Blog Navigation Menu Page in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website Blog

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: Publishing Your Website and Connecting it to a Domain

Read It Beginner Set Up Neon Websites Websites Website Builder Launch Domain

Read It: Adding a Package

Read It Set Up Arts People Pricing

Read It: Preparing Your Fundraiser Pages - Contact Book Page

Read It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Read It: Customizing a General Campaign Social Share

Read It Beginner Set Up Fundraise Your Campaign Website Social Share

Read It: Adding a New Security Role and Permission Levels

Read It Beginner Set Up Fundraise Administrators Security Roles Permission Levels

Read It: Editing or Deactivating Automated Donation Matching Emails

Read It Beginner Set Up Fundraise Donation Matching Donation Matching Reports

Read It: Uploading Bulk Donations

Intermediate Read It Set Up Donations Fundraise Bulk Donations

Read it: Creating Tickets and Adding Fields

Read It Beginner Set Up Fundraise Getting Started Ticket Builder

Read It: Setting up Retail Items

Read It Set Up Arts People Retail Items

Read It: Running, Modifying, Saving and Managing Donor Reports

Read It Beginner Set Up Fundraise Reports Reports and Analytics

Read It: Broadcasting Activities and Messages

Read It Beginner Fundraising Set Up Fundraise Fundraising Activities Fundraising Messages

Read it: Adding Homepage Widgets

Read It Beginner Set Up Fundraise Your Campaign Website Widgets Site Builder

Read It: Adding a Question and Answer

Read It Beginner Set Up Fundraise Your Campaign Website FAQ

Read It: Reporting Types

Read It Set Up Arts People Reports Reporting Types

Read It: Adding an FAQs Section

Read It Beginner Set Up Fundraise Your Campaign Website FAQ

Read It: Creating a Fundraising Team

Watch It Beginner Set Up Fundraise Fundraising Team Administrators

Read It: Clearing a Setting Override

Read It Advanced Set Up Fundraise Administrators Setting Override

Read It: Creating a Donation Match

Read It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Read It: Updating Your Neon Fundraise Profile and Notifications

Read It Beginner Set Up Fundraise Administrators Notifications Profile

Manage Content (00:55)

Learn how to manage content.

Neon Websites fast track watch it

Dynamic Pages (01:09)

Learn how to use dynamic pages.

Neon Websites fast track watch it

Use Widgets (01:08)

Learn how to Use Widgets

Neon Websites fast track watch it

Blog Management (01:07)

Learn how to do blog management.

Neon Websites fast track watch it

Internal Collections (05:55)

Learn how to edit internal collections.

Neon Websites fast track watch it

Airtable Example URL (00:32)

Learn how to copy Airtable Example URL.

Neon Websites fast track watch it

Site Comments (00:57)

Learn how to use Site Comments.

Neon Websites fast track watch it

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

Read It: Customizing Notifications

Read It Beginner Set Up Donations Fundraise Tributes Notifications

Watch It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder

Watch It Beginner Fundraising Set Up Fundraise Site Builder

Neon Websites: Content Writing Tips

This course provides content writing tips for your website.

Course Beginner Set Up Neon Websites Website Builder Homepages Site Maps Footers Website Goals

Watch It: Ending and Deleting a Recurring Donation

Watch It Beginner Set Up Donations Fundraise Recurring Donations

Minimum & Maximum (3:22)

Learn how to use Minimum & Maximum.

Watch It Neon Websites Websites Fast Track Maximum Minimum

Watch It: Setting Up Your Email Template

Watch It Beginner Set Up CRM CRM Client Orientation Email Template

Watch It: Configuring Recurring Donations

Watch It Beginner Fundraising Set Up Donations Recurring Donations

Watch It: Linking Forms from CRM to Your Website

Watch It Beginner Set Up CRM Neon Websites Websites Website Builder

Orientation to Neon CRM with Neon Pay (Premium Data Import)

Practice It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder

Practice It Beginner Fundraising Set Up Fundraise Site Builder

Create an Event

Watch It: Donation Settings for Mobile Phone Users

Watch It Beginner Set Up Donations Fundraise Mobile Phone Users

Watch It: Running Transaction Reports

Watch It Beginner Set Up Fundraise Reports Reports and Analytics

Watch It: Tribute Donation Pages

Watch It Beginner Set Up Donations Fundraise Donation Pages

Practice It: Enabling the Media Widget in Site Builder

Practice It Beginner Set Up Fundraise Your Campaign Website Media Widget

What is a Breakpoint? (02:23)

Learn about breakpoints and how to switch between the mobile, tablet, and desktop breakpoints within the editor.

Watch It Neon Websites Fast Track Breakpoint

Watch It: Clearing a Setting Override

Watch It Advanced Set Up Fundraise Administrators Setting Override

Watch It: Uploading a Fundraiser Page Default Hero Image

Watch It Beginner Set Up Fundraise Hero Image Your Campaign Website

Watch It: Adding Seat Map Tiers

Watch It Events Advanced Set Up CRM Seat Map Tiers

Watch It: Unlocking and Editing a Transaction Record

Watch It Program Management Advanced Maintenance QuickBooks CRM

Practice It: Adding a Pricing Term

Practice It Set Up Arts People Pricing Discounts

Add a Resource Directory Widget to a Webpage (8:22)

Learn how to add a Resource Directory widget to a webpage in Neon Websites.

Neon Websites Widgets Resource directory

Practice It: Configuring Recurring Donations

Practice It Beginner Set Up Donations Fundraise Recurring Donations

Watch It: Initiating a Refund

Neon Pay Watch It Beginner Set Up refunds Disputes

Watch It: Running a Charge Report

Neon Pay Watch It Beginner Set Up Charge Report

Watch It: Creating a Neon CRM Legacy Event

Watch It Advanced Set Up Fundraise Integrations Legacy Events

Watch It: Creating Dynamic Pages

Watch It Beginner Set Up Neon Websites Websites Website Builder Dynamic Pages

Watch It: Registering Your Neon Pay Organization (3:55)

Neon Pay Watch It Beginner Set Up

Watch It: Adding an FAQs Navigation Menu Page in Site Builder

Watch It Beginner Set Up Fundraise Your Campaign Website FAQ

Watch It: Integrating Eventbrite into Neon CRM

Watch It Beginner Set Up Eventbrite Integration CRM CRM Client Orientation Eventbrite

Watch It: Customize Headers and Footers and Change Navigation Menu Layouts

Watch It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu

Read It: Configuring Donation Matching

Read It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Create and Edit a Blog Post

Watch It Beginner Set Up Neon Websites Websites Website Builder Blog Posts

Watch It: Running Reports to Identify Transactions That Have Soft Credits Applied

Watch It Intermediate Data Optional CRM Soft Credits

Watch It: Subscriptions

Watch It Set Up Subscriptions Arts People Box Office

Practice It: Deleting an Administrator

Practice It Beginner Set Up Fundraise Administrators Deleting Administrators

Watch It: Knowing When to Use Neon Websites Versus Neon CRM

Watch It Beginner Set Up Neon Websites Websites Overview

Practice It: Submitting and Fulfilling Pledges

Intermediate Practice It Set Up Donations Fundraise Reporting Pledges Credits Report Pledges Report

Watch It: Add, Customize, and Activate a Popup

Watch It Beginner Set Up Neon Websites Websites Website Builder Popup

Watch It: Adding a New Page

Watch It Beginner Set Up Fundraise Your Campaign Website Site Builder New Page

Watch It: Accessing Sync Logs

Watch It Advanced Set Up Fundraise Integrations Sync Logs

Watch It: Reporting Types

Watch It Set Up Arts People Reports Reporting Types

Watch It: Configuring a Parent Setting at the Organization Entity Level

Watch It Advanced Set Up Fundraise Administrators Parent Settings

Watch It: Editing the Fundraiser Task List

Watch It Events Beginner Fundraising Set Up Fundraise Fundraiser Task List

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: Add Pages in Neon One Websites

Watch It Beginner Set Up Neon Websites Websites Website Builder Pages

Watch It: Creating a Neon CRM Campaign for Integration

Watch It Advanced Set Up Fundraise Campaigns Integrations

Watch It: Creating a Merchant Account (5:32)

Neon Pay Watch It Beginner Set Up Merchant Account

Watch It: Creating a Custom Automated Email

Watch It Intermediate Set Up Fundraise Admin Email Communications Automated Emails

Watch It: Preparing Your Fundraiser Pages - My Page

Watch It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Watch It: Adding a Blog Feed Entry

Watch It Beginner Set Up Fundraise Your Campaign Website Blog

Watch It: Enabling the Media Widget in Site Builder

Watch It Beginner Set Up Fundraise Your Campaign Website Media Widget

Watch It: Finding Resources and Making Suggestions in Neon One Support

Watch It Beginner Set Up Fundraise Administrators Support

Read It: Configuring Recurring Donations

Read It Beginner Set Up Donations Fundraise Recurring Donations

Read It: Updating Organization Information at an Organization Level

Read It Beginner Set Up Fundraise Administrators Organization Information

Read It: Creating a Recurring Donation

Read It Beginner Set Up Donations Fundraise Recurring Donations

Read It: Deleting an Administrator

Read It Beginner Set Up Fundraise Administrators Deleting Administrators

Read it: Entering Endurance Activity as an Administrator

Intermediate Read It Fundraising Set Up Fundraise Administrators Endurance Challenge

Read It: Adding a Default Hero Image

Events Read It Beginner Fundraising Set Up Fundraise Hero Image

Read It: Customizing System Email Messages

Read It Set Up Arts People system messages

Read It: Customizing Standalone Donation and Standalone Ticket Pages with Site Builder

Read It Beginner Fundraising Set Up Fundraise Site Builder

Read It: Enabling the Social Feed Widget in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website Social Feed Widget

Read It: Thanking Network Members

Read It Beginner Fundraising Set Up Fundraise Network Members

Read It: Creating a Custom Automated Email

Intermediate Read It Set Up Fundraise Admin Email Communications Automated Emails

Read It: Create a New Standalone Ticket Page

Read It Beginner Fundraising Set Up Fundraise Standalone Ticket Page

Read It: Adding a Sponsor Level and a Sponsor

Read It Beginner Set Up Fundraise Your Campaign Website Sponsors

Read It: Editing a Security Role

Read It Beginner Set Up Fundraise Administrators Security Roles

Read It: Create a New Standalone Donation Page

Read It Beginner Fundraising Set Up Fundraise Standalone Donation Page

Read It: Editing a Prebuilt Automated Email

Intermediate Read It Set Up Fundraise Admin Email Communications Automated Emails

Read It: Merging Users

From Managing Registrants in the Admin Portal Course

Read It Beginner Set Up Fundraise Administrators Merging Users

Read It: Adding a Blog Feed Entry

Read It Beginner Set Up Fundraise Your Campaign Website Blog

Read It: Adding an FAQs Navigation Menu Page in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website FAQ

Read It: Checking Progress of Your Fundraising Activities

Read It Beginner Fundraising Set Up Fundraise Fundraising Activities

Read It: Managing the Navigation Menu

Read It Beginner Set Up Fundraise Your Campaign Website Site Builder Navigation Menu

Read It: Ending and Deleting a Recurring Donation

Read It Beginner Set Up Donations Fundraise Recurring donations

Read It: Connecting Applications with Neon Fundraise Integrations

Read It Beginner Set Up Fundraise Administrators Integrations

Read It: Enabling the Recommitment Feature

Intermediate Read It Fundraising Optional Fundraise Recommitment

Read It: Updating Campaign Information at a Campaign Level

Read It Beginner Set Up Fundraise Campaigns Administrators

Read It: Enabling the Media Widget in Site Builder

Read It Beginner Set Up Fundraise Your Campaign Website Media Widget

Read It: Adding a New Page

Read It Beginner Set Up Fundraise Your Campaign Website Site Builder New Page

Read it: Editing Registrant Information

From Managing Registrants in the Admin Portal Course

Read It Beginner Set Up Fundraise Administrators Registrant

Read It: Customizing Your Facebook Feed URL

Read It Beginner Set Up Facebook Fundraise Your Campaign Website

Practice It: Editing a Prebuilt Automated Email

Intermediate Practice It Set Up Fundraise Admin Email Communications Automated Emails

Read it: Selecting Site Colors and Fonts

Read It Beginner Set Up Fundraise Your Campaign Website Colors & Fonts Site Builder

Read It: Allowing Fundraisers to Add Livestreams

Events Read It Beginner Fundraising Set Up Fundraise Livestreams

Read It: Recommitment in Neon Fundraise

Practice It: Creating a Blog Navigation Menu Page in Site Builder

Practice It Beginner Set Up Fundraise Your Campaign Website Sponsors Blog

Read It: Adding a Video to the Video Gallery

Read It Beginner Set Up Fundraise Your Campaign Website Video Gallery

Read It: Adding Administrators

Read It Beginner Set Up Fundraise Administrators Adding Administrators

Read It: Adding a Registrant

From Managing Registrants in the Admin Portal Course

Read It Beginner Set Up Fundraise Administrators Registrant

Practice It: Entering Your CRM Organization ID and API Key into Neon Fundraise

Practice It Advanced Set Up Fundraise Integrations API Key Organization ID

Practice It: Running a Report to Locate a Member ID

Intermediate Practice It Set Up Fundraise Administrators Bulk Donations ID Reports

Practice It: Editing an FAQ Page

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

Practice It: Customizing the Notify Via Mail + Cards Section

Practice It Beginner Set Up Donations Fundraise Tributes Cards Mail

Practice It: Uploading a Fundraiser Page Default Hero Image

Practice It Beginner Set Up Fundraise Hero Image Your Campaign Website

Practice It: Modifying the Tribute Form

Practice It Beginner Set Up Donations Fundraise Tribute Form

Practice It: Adding an FAQs Section

Practice It Beginner Set Up Fundraise Your Campaign Website FAQ

Practice It: Reporting on Pledges and Credits

Intermediate Practice It Set Up Donations Fundraise Pledges Credits Report Pledges Report

Practice It: Adding a Video to the Video Gallery

Practice It Beginner Set Up Fundraise Your Campaign Website Video Gallery

Practice It: Customizing Your Facebook Feed URL

Practice It Beginner Set Up Facebook Fundraise Your Campaign Website

Practice It: Managing the Navigation Menu

Practice It Beginner Set Up Fundraise Your Campaign Website Site Builder Navigation Menu

Practice It: Updating Campaign Information at a Campaign Level

Practice It Beginner Set Up Fundraise Campaigns Administrators

Practice It: Adding an FAQs Navigation Menu Page in Site Builder

Practice It Beginner Set Up Fundraise Your Campaign Website FAQ

Practice It: Adding a Sponsor Level and a Sponsor

Practice It Beginner Set Up Fundraise Your Campaign Website Sponsors

Add a Discount to Multiple Events (3:03)

Learn how to add a discount to multiple events.

Practice It: Ending and Deleting a Recurring Donation

Practice It Beginner Set Up Donations Fundraise Recurring Donations

Practice It: Updating Organization Information at an Organization Level

Practice It Beginner Set Up Fundraise Administrators Organization Information

Practice It: Ending Donation Matches

Practice It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Practice It: Adding Homepage Widgets

Practice It Beginner Set Up Fundraise Your Campaign Website Widgets Site Builder

Practice It: Uploading Bulk Donations

Intermediate Practice It Set Up Donations Fundraise Bulk Donations

Practice It: Enabling the Social Feed Widget in Site Builder

Practice It Beginner Set Up Fundraise Your Campaign Website Social Feed Widget

Practice It: Editing a Donation Record

Intermediate Practice It Set Up Donations Fundraise Bulk Donations Donation Record

Practice It: Relaunching a Fundraising Campaign

Practice It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Practice It: Creating a Neon CRM Legacy Event

Practice It Advanced Set Up Fundraise Integrations Legacy Events

Practice It: Creating a Recurring Donation

Practice It Beginner Set Up Donations Fundraise Recurring Donations

Practice It: Retrieving Your CRM Organization ID and API Key

Practice It Fundraising Advanced Set Up Integrations API Key Organization ID

Practice It: Configuring Donation Matching

Practice It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Practice It: Editing a Security Role

Practice It Beginner Set Up Fundraise Administrators Security Roles

Practice It: Entering Endurance Activity for a Fundraiser as an Administrator

Intermediate Practice It Fundraising Set Up Fundraise Administrators Endurance Challenge

Practice It: Creating a Custom Automated Email

Intermediate Practice It Set Up Fundraise Admin Email Communications Automated Emails

Practice It: Editing Tickets and Fields

Practice It Beginner Set Up Fundraise Getting Started Ticket Builder

Watch It: Customizing the Tribute Section

Watch It Beginner Set Up Donations Fundraise Tributes

Practice It: Providing an Effective Email Template

Events Practice It Beginner Fundraising Set Up Fundraise Email Template

Practice It: Editing Registrant Information

Practice It Beginner Set Up Fundraise Administrators Registrant

Practice It: Create an Endurance Challenge

Intermediate Practice It Fundraising Set Up Fundraise Administrators Endurance Challenge

Practice It: Create a New Standalone Ticket Page

Practice It Beginner Fundraising Set Up Fundraise Standalone Ticket Page

Practice It: Adding a Blog Feed Entry

Practice It Beginner Set Up Fundraise Your Campaign Website Blog

Watch It: Bulk Editing Registered Users

Watch It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registered Users

Watch It: Running ID Reports to Locate IDs

Watch It Intermediate Set Up Fundraise Administrators Bulk Donations ID Reports

Watch It: Creating or Joining a Team

Watch It Beginner Fundraising Set Up Fundraise Fundraising Team

Watch It: Uploading Bulk Donations

Watch It Intermediate Set Up Donations Fundraise Bulk Donations

Watch It: Preparing Your Fundraiser Pages – Email Page

Watch It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Watch It: Collecting Credit Card Information Via Email - Request Recommitment (2:26)

Watch It Intermediate Fundraising Optional Fundraise Request Recommitment Recommitment

Watch It: Customizing the Notify via Email and eCards Section

Watch It Beginner Set Up Emails Donations Fundraise Tributes eCards

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

Watch It: Collecting Credit Card Information During Registration (5:08)

Watch It Intermediate Fundraising Optional Fundraise Credit Card Information Recommitment

Watch It: Entering Endurance Activity as a Fundraiser

Watch It Intermediate Fundraising Set Up Fundraise Endurance Challenge Fundraisers

Watch It: Adding a Question and Answer

Watch It Beginner Set Up Fundraise Your Campaign Website FAQ

Watch It: Changing Default Fundraiser Page Settings

Watch It Events Beginner Fundraising Set Up Fundraise Default Fundraiser Page

Watch It: Adding a Video to the Video Gallery

Watch It Beginner Set Up Fundraise Your Campaign Website Video Gallery

Watch It: Checking Progress of Your Fundraising Activities

Watch It Beginner Fundraising Set Up Fundraise Fundraising Activities

Watch It: Fundraise Registration Flow

Watch It Beginner Set Up Fundraise Registration Members, Registration, and Login

Watch It: Adding a Default Hero Image

Watch It Events Beginner Fundraising Set Up Fundraise Hero Image

Watch It: Recurring Donation Reports

Watch It Beginner Set Up Donations Fundraise Recurring Donations

Watch It: Accessing Site Builder and the Site Builder Bar

Watch It Beginner Set Up Fundraise Your Campaign Website Site Builder Site Builder Bar

Watch It: Broadcasting Activities and Messages

Watch It Beginner Fundraising Set Up Fundraise Fundraising Activities Fundraising Messages

Watch It: Editing Registrant Information

Watch It Beginner Set Up Fundraise Administrators Registrant

Watch It: Create an Endurance Challenge

Watch It Intermediate Fundraising Set Up Fundraise Administrators Endurance Challenge

Watch It: Donor Settings for Increasing Donor Conversions

Watch It Beginner Set Up Donations Fundraise Donor Conversions

Watch It: Social Media Sharing

Social Media Watch It Beginner Fundraising Set Up Fundraise

Watch It: Editing a Donation Record

Watch It Intermediate Set Up Donations Fundraise Bulk Donations Donation Record

Watch It: Creating a Fundraise Team

Watch It Beginner Set Up Fundraise Fundraising Team Administrators

Watch It: Editing Donation Matches

Watch It Beginner Set Up Donations Fundraise Donation Matching Donation Matching Reports

Watch It: Entering Your CRM Organization ID and API Key into Neon Fundraise

Watch It Advanced Set Up Fundraise Integrations API Key Organization ID

Watch It: Preparing Your Fundraiser Pages - Contact Book Page

Watch It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Convert a Ticket Refund into a Donation (3:52)

Learn how to convert a ticket refund into a donation.

Events Donations releases refunds Tickets Refund to Donation Next Generation Events

Personalization (01:16)

Learn how to do personalization.

Neon Websites fast track watch it

Neon Websites: Launch and Go Live

This course provides a brief overview of how to publish your website and make it live.

Course Beginner Set Up Neon Websites Websites Website Builder Launch Domain Troubleshooting

Create an Activity Template (3:50 min)

Learn how to create an activity template.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Add a Time Sheet as a Constituent (1:13)

Learn how to add a time sheet as a constituent.

Program Management CRM Opportunity Fast Track Volunteer Management Constituent Constituent Login Portal

Add a Member-Only Discount Code to an Event (4:13)

Learn how to add a member-only discount code to an Event.

Advanced Workflows

This course examines how to build custom workflows in Neon CRM. This course will take approximately 40 minutes to complete.

Advanced Email & Communication

Enable and Customize the Account Match Feature (3:25)

Learn how to enable and use the Account Match Feature in Neon CRM.

Forms & Customization

Create an Email Campaign (5:47)

Learn how to create an email campaign in Neon CRM.

Communication with Constituents Campaign Emails Communication Beginner Set Up CRM Email & Communication

Advanced Accordion Widget (1:06)

Learn how to use the advanced accordion widget.

Watch It Neon Websites Widgets Fast Track Advanced Accordion

Manually Connect Your Domain (2:11)

Learn how to manually connect your domain.

Watch It Neon Websites Domain Fast Track

Use Exclude Criteria in a Report (3:57)

Learn how to exclude from results in reports.

CRM Reports Reporting Exclude from Results Fast Track Advanced Report

Watch It: Create & Approve a Volunteer Time Sheet

Watch It Intermediate Events Set Up CRM Event Management Volunteer Timesheets

Watch It: Applying for a Volunteer Project & Approving Pending Applicants

Watch It Intermediate Events Set Up CRM Event Management Volunteer Project

Enable the Email Link Authentication Feature (2:28)

Learn how to use the Email Link Authentication feature in Neon CRM.

Create an Email Audience (4:16)

Learn how to create an email audience in Neon CRM.

Communication Beginner Set Up Email Audiences CRM Email & Communication

Manage a Priority Listing Waitlist (2:53)

Learn how to manage a Priority Listing waitlist.

Events Waitlist Priority Listing Waitlist Fast Track Next Generation Events

Set Membership Levels & Terms (5:10)

Learn how to set membership levels & terms.

Membership Beginner Set Up Membership Levels Memberships Membership Terms Fast Track GPS Watch It/Read It Accounts & Constituents

View and Reconcile Accounts in the Partial Match Queue (2:07)

Learn how to use the Partial Match Queue in Neon CRM.

Add Funding to a Prospect (1:29 min)

Learn how to add funding to a prospect.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Neon CRM Boot Camp Online for Membership Organizations

8-week Self-Paced Boot Camp

Self-paced Boot Camp

View Payouts in Neon Pay

Learn how to view payouts in Neon Pay.

Recommitment (Neon Fundraise)

In this course, you will learn how to enable the Recommitment feature, request Recommitment, and charge Recommitment in Neon Fundraise. This course will take approximately 25 minutes to complete.

Intermediate Fundraising Optional Donations Fundraise Payment Processing Credit Card Information Charge Recommitment Charge Fail Request Recommitment Recommitment

Check In an Attendee for an Event - Manual Check-In (2:06)

Learn how to manually check in attendees for an event.

Events Advanced Fast Track Next Generation Events

CRM Overview (4:18)

Learn the basics of Neon CRM navigation.

Deleting and Hiding Elements (1:03)

Learn how to hide and delete elements.

Watch It Neon Websites Websites Fast Track

Rearranging Columns (04:02)

Rearrange columns and see how changes applied to one breakpoint won't affect the others.

Watch It Neon Websites Fast Track Breakpoint

Intro to Advanced Grids (03:29)

Learn how to align elements precisely within the grid and control their stacking order when elements overlap.

Neon Websites Advanced Grid fast track watch it

Aligning Elements within a Column (06:53)

Learn how to use the properties in the Design panel to distribute space between elements and control their alignment.

Watch It Neon Websites Fast Track Columns and Inner Columns

Practice It: Overriding a Parent Setting at the Campaign Entity Level

Practice It Advanced Set Up Fundraise Administrators Parent Settings

Watch It: Adding Venue Objects

Watch It Events Advanced Set Up CRM Seat Map Venue Objects

Practice It: Uploading New User Registrations

Practice It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registrations New Users

Watch It: Manually Resyncing a Record

Watch It Advanced Set Up Fundraise Integrations Sync Record

Read It: Uploading New User Registrations

Read It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registrations New Users

Fix Broken Links Fast with Link Checker (1:44)

Learn how easy it is to identify and fix broken links on your site with the Link Checker.

Watch It Neon Websites Websites Fast Track Link Checker

How to find a URL of an Image or a File (0:43)

Learn how to find a URL of an image or a file.

Watch It Neon Websites Websites Files Fast Track Images

Practice It: Student Class Enrollment

Practice It Set Up Arts People Enrollment Student

Read It: Managing System Users

Read It Maintenance Arts People System Users

Watch It: Adding a Show

Watch It Set Up Arts People Show

Practice It: Class Enrollment Setup

Practice It Set Up Arts People Class Enrollment

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 Donation Types Campaigns Funds appeals Recurring Donations Membership Types

Read It: Establishing Your Delivery Methods

Read It Set Up Arts People Delivery Methods

Watch It: Updating your Organization's Information

Watch It Maintenance Arts People Organization Information

Watch It: Student Class Enrollment

Watch It Set Up Arts People Enrollment Student

Watch It: Enrollment Pricing Setup

Watch It Set Up Arts People Enrollment Pricing

Watch It: Setting up General Admission Venues

Watch It Set Up Arts People General Admission

Watch It: Setting Up Donations

Watch It Set Up Donations Arts People Donation Types Appeal Campaigns Funds appeals

Watch It: Customizing Your System Email Messages

Watch It Set Up Arts People system messages

Complete a Contact Audit in the Neon Portal (4:32)

Learn how to complete a Contact Audit in the Neon Portal.

Organization Profile Fast Track Contact Audit Neon Portal

Navigate the Training and Implementation Section of the Neon Portal (1:36)

Learn how to navigate the Training and Implementation section of the Neon Portal.

Organization Profile Fast Track Neon Portal Training

Manage Contacts in the Neon Portal (3:50)

Learn how to manage contacts in the Neon Portal.

Organization Profile Fast Track Contacts Neon Portal

Review Completed Training Courses in the Neon Portal (1:17)

Learn how to review completed training courses in the Neon Portal.

Organization Profile Fast Track Neon Portal Training Academy

Read It: Ticket Sales

Read It Set Up Arts People Box Office Ticket Sales

Change Your Bank Account Information (2:55)

Neon Pay Watch It Beginner Set Up Bank Account

Use the AI Assistant in Neon Websites

This course guides you through accessing the AI Assistant and using its features across your site.

Building a Section with Columns and Inner Columns (25:31)

Learn how to build sections with sections with columns and inner columns.

Watch It Neon Websites Websites Fast Track Columns Sections

Create a Next Gen Seat Map in Arts People (11:11)

Learn how to create a Next Gen Seat Map in Arts People.

Arts People Venues Fast Track Next Gen Seat Map

Arts People Group Training

Arts People Arts People Group Training

Watch It: Sending Pledge Invoices

Watch It Fundraising Advanced Set Up CRM Pledges pledge invoices

Watch It: Customizing your Printable Designs

Watch It Set Up Arts People printable design

Practice It: Manually Resyncing a Record

Practice It Advanced Set Up Fundraise Integrations Sync Record

Watch It: Sending Neon CRM System Emails

System Emails Watch It Advanced Set Up Fundraise Integrations

Read It: Updating and Adding a Bank Account

Neon Pay Read It Beginner Set Up Bank Account

Practice It: Creating a Neon CRM Campaign for Integration

Practice It Advanced Set Up Fundraise Campaigns Integrations

Read It: Associating Membership to Funds

Read It Set Up Memberships Arts People Funds

Read It - Selling a Class through the Box Office

Read It Set Up Arts People Box Office Class Enrollment

Watch It: Neon Pay Merchant Account Application

Neon Pay Watch It Set Up Arts People Neon Pay Merchant

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: Processing a Donation

Read It Set Up Donations Arts People Database

Practice It: Processing a Donation

Practice It Set Up Donations Arts People Database

Read it: Editing Tickets and Fields

Read It Beginner Set Up Fundraise Getting Started Ticket Builder

Read It: Overriding a Parent Setting at the Campaign Entity Level

Read It Advanced Set Up Fundraise Administrators Parent Settings

Read It: Organizing Your Campaigns into a Group

Read It Advanced Set Up Fundraise Campaigns Administrators

Read It: Editing a Donation Record

Intermediate Read It Set Up Donations Fundraise Bulk Donations Donation Record

Read It: Bulk Donation Sample Template

Intermediate Read It Set Up Donations Fundraise Bulk Donations

Practice It: Merging Users

Practice It Beginner Set Up Fundraise Administrators Merging Users

Practice It: Overriding a Parent Setting at the Group Entity Level

Practice It Advanced Set Up Fundraise Administrators Parent Settings

Practice It: Organizing Your Campaigns into a Group

Practice It Advanced Set Up Fundraise Campaigns Administrators

Create It: Adding the Member Login Button

Intermediate Create It 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

Watch It: Adding the Member Login Button

Watch It Intermediate Set Up Neon Websites Websites Website Builder Member Log-In

Practice It: Downloading a Bulk Donation Sample Template

Intermediate Practice It Set Up Donations Fundraise Bulk Donations

Change Element Stacking Direction in a Column (04:47)

Examine the horizontal and vertical stacking of elements in your layouts as well as the role of Flexbox: a widely-adopted layout method that the editor uses to control how elements behave when developing responsive sites.

Watch It Neon Websites Fast Track Columns and Inner Columns

Watch It: Uploading New User Registrations

Watch It Advanced Set Up Fundraise Members, Registration, and Login Bulk Registrations New Users

Watch It: Processing a Donation

Watch It Set Up Donations Arts People Database

Create It: Creating Dynamic Pages

Create It Beginner Set Up Neon Websites Websites Website Builder Dynamic Pages

Read It: Relaunching a Fundraising Campaign

Read It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Watch It: Running a Custom Date Range Daily Report

Watch It Intermediate Data Optional Daily Reports CRM Reports

Read It: Running a Charge Report

Neon Pay Read It Beginner Set Up Charge Report

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

Read It: Linking Forms from CRM to Your Website

Read It Beginner Set Up CRM Neon Websites Websites Website Builder

Practice It: Create and Edit a Blog Post

Practice It Beginner Set Up Neon Websites Websites Website Builder Blog Posts

Create It: Add, Customize, and Activate a Popup

Create It Beginner Set Up Neon Websites Websites Website Builder Popup

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 Accounts & Constituents

Watch It: Exporting Lists

Watch It Set Up Arts People Marketing Exporting Lists

Read it: Create an Endurance Challenge

Intermediate Read It Fundraising Set Up Fundraise Administrators Endurance Challenge

Read It: Generating a Batch

Read It Set Up Arts People Database Batch

Read It: Adding Household Members

Read It Set Up Arts People Database Household Members

Arts People: Enrollments

In this course, you will learn how to use the enrollment feature in Arts People.

Set Up Arts People Class Enrollment Pricing Student

Practice It: Adding Banner Images

Practice It Beginner Set Up Fundraise Your Campaign Website Site Builder Banner Images

Practice It: Selecting Site Colors and Fonts

Practice It Beginner Set Up Fundraise Your Campaign Website Colors & Fonts Site Builder

Watch It: Class Enrollment Setup

Watch It Set Up Arts People Class Enrollment

Watch It: Entering an Offline Donation as a Fundraiser

Watch It Beginner Set Up Donations Fundraise Offline Donations

Watch It: Setting up Retail Items

Watch It Set Up Arts People Retail Items

Watch It: Editing a Prebuilt Automated Email

Watch It Intermediate Set Up Fundraise Admin Email Communications Automated Emails

Watch It: Locating and Uploading Files

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Files

Read It: Saved Reports

Read It Set Up Saved Reports Arts People Reports

Watch It: Enabling the Login Prompt Feature

Login to CRM Watch It Data Advanced Optional CRM

Watch It: Customizing the Notify Via Mail and Cards Section

Watch It Beginner Set Up Donations Fundraise Tributes Cards Mail

Watch It: Enabling the Account Match Feature

Watch It Data Advanced Set Up CRM Account Match

What is a One-Click Workflow? (self-paced)

Learn about the ready-made One-Click Workflows available in Neon CRM.

Program Management Workflows One-Click Workflows

Advanced Grid Example (05:52)

Learn how to rework the example we created when we learned about columns, inner columns, and their layout properties by using an advanced grid!

Watch It Neon Websites Fast Track Advanced Grid

Layout Properties for Columns (00:51)

See how to adjust the layout properties for columns within the editor.

Watch It Neon Websites Fast Track Breakpoint

Reordering Elements within a Column (00:54)

Explore how to customize the order of elements within a column.

Watch It Neon Websites Fast Track Breakpoint

Orientation to Neon CRM (Premium Data Import)

Layout Properties for Sections (1:47)

Find out how to control layout properties like column arrangement, grid settings, and full-width vs. contained layouts.

Watch It Neon Websites Fast Track Breakpoint

Editor Tour: Side Panel (4:25)

Learn how to use the side panel of the editor tool.

Watch It Neon Websites Fast Track Editor Side Panel

Editor Tour: Top Bar (3:03)

Learn how to use the top bar of the editor tool.

Watch It Neon Websites Fast Track Editor

Orientation to Neon CRM with Neon Pay (Guided Data Import)

Watch It: Flex Editor Overview (6:05)

In this video, you will be introduced to the Flex Editor and review the basics of creating website pages using the editor.

Watch It Beginner Set Up Neon Websites Websites Website Builder Flex Editor

Grid Layouts (03:29)

Explore grids and the use of the Advanced Grid layout element in the editor.

Watch It Neon Websites Fast Track Advanced grid

Orientation to Neon CRM with Neon Pay (Standard Data Import)

Create a Transparent Header with Scroll Effects (2:55)

Learn how to create a transparent header with school effects.

Watch It Neon Websites Fast Track Header

Automatically Connect Your Domain (0:57)

Learn how to automatically connect your domain.

Watch It Neon Websites Domain Fast Track

Create an Engaging Hero Section with Title and Buttons (3:33)

Learn how to create an engaging hero section with title and buttons.

Watch It Neon Websites Buttons Fast Track Hero Section Title

Preview and Swap Images Faster with the Media Panel (1:48)

Learn how to preview and swap images faster with the Media Panel.

Watch It Neon Websites Website Builder Fast Track Media Panel Images

Order Management (4:38)

Learn how to manage orders.

Watch It Neon Websites Fast Track Orders

Add a Form to Product Pages for Offline Purchases (2:19)

Learn how to add a firm to product pages for offline purchases.

Watch It Website Builder Fast Track Product Pages Offline Purchases

Text-to-Communicate in Neon Fundraise

In this course you will learn how to use the Text-to-Communicate feature in Neon Fundraise. This course will take approximately 15 minutes to complete.

Neon Fundraise Text-to-Communicate Application verification opt-in subscribers consent

Create It: Completing Your Neon Websites Worksheet for Step 1 in Week 1

Create It Beginner Set Up Neon Websites Websites Overview

Create It: Class Enrollment Setup

Create It Set Up Arts People Class Enrollment

Watch It: Adding Neon Pay Users (2:12)

Neon Pay Watch It Beginner Set Up User Accounts

Read It: Enrollment Pricing Setup

Read It Set Up Arts People Enrollment Pricing

Test a One-Click Workflow (2:02)

Learn how to test a One-Click Workflow.

Program Management Workflows One-Click Workflows Introduction Fast Track

Create a "Do Not Send" Email Condition (1:39)

Learn how to create a "Do Not Send" email condition.

System Emails Watch It Communication Beginner Set Up CRM Email Conditions Email & Communication

Neon Websites Group Training

Read It: Fundraise Registration Flow

Read It Beginner Set Up Fundraise Registration Members, Registration, and Login

Sync Transactions to Quickbooks (2:08)

Learn how to sync Neon CRM transactions to Quickbooks

Transactions QuickBooks CRM CRM Transactions

Create It: Restricting Pages to Require Login

Intermediate Create It Set Up Neon Websites Websites Website Builder Member Log-In

Watch It: Creating an Online Event

Watch It Events Beginner Set Up CRM Online Event

Watch It: Completing the Event Check-In Process - Manual Check-In

Watch It Intermediate Events Optional CRM Event Check-In

View Payouts in Neon CRM

Learn how to view payouts in Neon CRM.

Create an Assigned Seating Event (10:07)

Learn how to create an assigned seating venue event.

Events Set Up Assigned Seating Fast Track Next Generation Events

Create and Approve a Volunteer Time Sheet (3:31)

Learn how to create and approve a volunteer time sheet.

Program Management CRM Opportunity Fast Track Volunteer Management approve Time Sheets

Generate a Section with AI (2:21)

Learn how to generate a section with AI.

Watch It Neon Websites Websites Fast Track AI

Editor Tour: Canvas (3:20)

Learn how to use the canvas of the editor tool.

Watch It Neon Websites Fast Track Editor Canvas

Editor Tour: Design Panel (4:36)

Learn how to use the design panel of the editor tool.

Watch It Neon Websites Fast Track Editor Design Panel

Generate Image Alt Text Automatically (1:28)

Learn how to generate image alt text automatically.

Watch It Neon Websites Websites Fast Track AI Alt Text

Send Tribute Acknowledgements (1:44)

Learn how to send tribute acknowledgements in Neon CRM.

System Emails System Letters Fundraising CRM Tributes Fast Track

Orientation to Neon CRM (SimpleStart)

Orientation to Neon CRM (Standard Data Import)

Orientation to Neon CRM (Guided Data Import)

Create a Letter with Conditions (2:53)

Learn how to create a letter with conditions.

System Letters Watch It Communication Beginner Set Up CRM Letter conditions Email & Communication

Manage a Notify Me Waitlist (2:08)

Learn how to manage a Notify Me waitlist.

Events Waitlist Notify Me Waitlist Fast Track Next Generation Events

Use the External Letter Merge (2:00)

Communication Beginner Set Up CRM External Letter Merge Fast Track Email & Communication

View Email Statistics (self-paced)

Learn how to view email statistics for an email campaign.

Communication Email Statistics Email Campaigns Fast Track Email & Communication

Use the Campaigns List Page (2:51)

Learn how to configure the Campaign List Page to best meet your needs.

Fundraising Campaign List Page Fast Track GPS Watch It/Read It Fundraising & Donations

Read It: Exporting Lists

Read It Set Up Arts People Marketing Exporting Lists

Read It: Generating a Targeted List

Read It Set Up Arts People Marketing Targeted Lists

Practice It: Using Standard Reports

Practice It Set Up Arts People Reports Standard Reports

Practice It: Generating an Email Using Mailing Lists

Practice It Set Up Email Marketing Emails Arts People Marketing Mailing List

Watch It: Updating Membership Forms to Include Custom Fields

Watch It Membership Beginner Set Up Membership Forms CRM Custom Fields

Create a General Admission Seating Event (GPS)

Learn how to create a general admission seating event using the Next Generation Events module in Neon CRM.

Events General Admission General Admission Seating GPS GPS Watch It/Read It Create a General Admission Seating Event Custom Guide Path Solutions (GPS) Custom Guided Path Solution (GPS) Popular Use Case

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Watch It: Pre-Configuring Field Values in Neon CRM

Watch It Beginner Set Up CRM CRM Client Orientation Field Values

Read It: Entering an Offline Donation as a Fundraiser

Read It Beginner Set Up Donations Fundraise Offline Donations

Create a Fundraising Campaign (GPS)

Learn how to create a fundraising campaign in Neon CRM.

GPS Fast Track Custom Guide Path Solutions (GPS) Custom Guided Path Solution (GPS) Fundraising & Donations Email & Communication Popular Use Case

Add an Activity to a Grant (2:30 min)

Learn how to add an activity to a grant.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Read It: Student Class Enrollment

Read It Set Up Arts People Enrollment Student

Watch It: Adding Fees

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

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Create a CRM Donation Form (7:37)

Learn how to create a donation form for a campaign.

Fundraising Donation Form Campaign Creation Campaigns Fast Track GPS Watch It/Read It Fundraising & Donations Forms & Customization

Create and Renew Memberships for System Administrators (GPS)

For Neon CRM System Administrators, learn how to create and renew Memberships.

Membership GPS Custom Guide Path Solutions (GPS) Custom Guided Path Solution (GPS) Create and Renew Memberships for System Administrators Popular Use Case

Common Reporting Scenarios

In this course you will learn how to access and create common reports

Intermediate Optional CRM Year-End Appeal Member Reporting Event Reporting Year-End Reporting Donation Report Soft Credits New Reports Reports Nonprofit Best Practices

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Donor Acquisition

This course helps you learn strategies and techniques for acquiring donors.

Catalyst Initiative Fundraising Success Fundraising Strategies Fundraiser Involvement 1:1 Fundraising Engagement Channels Affinity Score 1:Many Fundraising Nonprofit Best Practices

Unlock and Edit a Transaction Record (2:42)

Learn how to unlock and edit a transaction record.

Transactions QuickBooks CRM CRM Transactions

Edit Membership Settings (self-paced)

Learn how to edit membership settings.

Membership Beginner Set Up Memberships Membership Settings Fast Track GPS Watch It/Read It Accounts & Constituents

Enable a Notify Me Waitlist (2:02)

Learn how to enable the Notify Me waitlist feature.

Events Waitlist Notify Me Waitlist Fast Track Next Generation Events

Customize your Campaign Landing Page (1:12)

Learn how to customize your campaign landing page.

Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer

Enable Peer-to-Peer in a Campaign (2:11)

Learn how to enable Next Generation Peer-to-Peer in a Campaign.

Fundraising Set Up CRM Campaigns Next Generation Peer-to-Peer

Create an Online Event (GPS)

Learn how to create an online event using the Next Generation Events module in Neon CRM.

Events Online Event GPS GPS Watch It/Read It Custom Guide Path Solutions (GPS) Custom Guided Path Solution (GPS) Create an Online Event Popular Use Case

Manage a Note (2:38)

Learn how to manage a Note in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Notes Fast Track

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 Accounts & Constituents

Read It: Social Media Sharing

Social Media Read It Beginner Fundraising Set Up Fundraise

Read It: Creating or Joining a Team

Read It Beginner Fundraising Set Up Fundraise Fundraising Team

Practice It: Customizing Notifications

Practice It Beginner Set Up Donations Fundraise Tributes Notifications

Read It: Setting up General Admission Venues

Read It Set Up Arts People General Admission

Add a Constituent to a Priority Listing Waitlist as a System Admin (2:25)

Learn how to add a constituent to a priority listing waitlist.

Events Waitlist Priority Listing Waitlist Fast Track Next Generation Events Accounts & Constituents

Map Neon CRM Transactions to Quickbooks (5:03)

Learn how to map Neon CRM transactions to Quickbooks

Transactions QuickBooks CRM CRM Transactions

Read It: Subscriptions

Read It Set Up Subscriptions Arts People Box Office

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 Finance Set Up Charge Report Financial Fitness

Create and Schedule a Membership Overdue Email (7:14)

Learn how to create and schedule a membership overdue email.

Membership Beginner Set Up Memberships Fast Track GPS Watch It/Read It Membership Overdue Email Accounts & Constituents

[separator] Neon CRM Learning Paths

Below you will find our Neon CRM Learning Paths.

Manage Volunteers (2:49)

Learn how to manage volunteers.

Program Management New Volunteers CRM Volunteers Fast Track Volunteer Management

Create and Renew Memberships for System Users (GPS)

For Neon CRM System Users, learn how to create and renew Memberships.

GPS Fast Track Create and Renew Memberships for System Users Custom Guide Path Solutions (GPS) Custom Guided Path Solution (GPS) Popular Use Case

Accept Tribute Donations (4:39)

Learn how to accept tribute donations in Neon CRM.

Fundraising Donations CRM Tributes Fast Track

Generosity Experience Design Orientation

This course outlines the foundations of Generosity Experience Design, a strategic planning framework that empowers users to utilize technology to connect their nonprofit with people who will invest in their organization’s long-term vision.

Catalyst Initiative Abundance Mindset Community of Generosity Generosity Experience Motivations for Giving Organizational Culture Nonprofit Assets Personal Drivers Nonprofit Best Practices

Create a Custom Field for a CRM Account Form (5:32)

Learn how to create a custom field for a CRM account form.

Add a New Ticket Type to an Existing Assigned Seating Event (2:48)

Learn how to add a new ticket type to an existing assigned seating venue event.

Events Ticket Type Assigned Seating Fast Track Next Generation Events

Read It: Fundraise Registration Builder

Read It Beginner Set Up Fundraise Registration Members, Registration, and Login

Importing Your Donation Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Arts People: Public Design

In this course you will learn how to customize your public design.

Set Up Arts People Public Pages system messages printable design

Ticket Builder (Neon Fundraise)

In this course, you will learn how to set up and use Ticket Builder for your events or fundraising campaigns.

Beginner Optional Fundraise Your Campaign Website Getting Started Ticket Builder

Technology Readiness

This course helps nonprofits examine their readiness for technology and learn some best practices for preparing their team to implement a Constituent Relationship Management (CRM) system.

Catalyst Initiative Team Attitude Team Capacity Leveraging Technology Technology Readiness Nonprofit Best Practices

Reconcile Tribute Donations (2:30)

Learn how to reconcile tribute donations in Neon CRM.

Fundraising CRM Tributes Fast Track Reconcile

View & Report on Tributes (2:34)

Learn how to view and report on tributes in Neon CRM.

Fundraising CRM Fundraise Reporting CRM Reporting Reports Tributes Reporting Fast Track

Watch It: Completing a Neon Websites Worksheet for Step 1 in Week 1

Watch It Beginner Set Up Websites Overview

Create an Email Audience - Year-End Appeal (3:31)

Learn how to create an email audience in Neon CRM to support your year-end appeal.

Email Audiences CRM Year-End Appeal Fast Track

Activate a One-Click Workflow (0:54)

Learn how to activate a One-Click Workflow.

Program Management Workflows One-Click Workflows Introduction Fast Track

Watch It: Editing Email Templates

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Email Templates

Create a Campaign Letter (2:54)

Learn how to create a campaign letter in Neon CRM.

Communication with Constituents Campaign Letters Communication Beginner Set Up CRM Email & Communication

What is the Generosity Indicator?

Learn about the Generosity Indicator feature of Neon CRM.

Set Up Introduction Fast Track Generosity Indicator

Add a Portal Login Message (2:38)

Learn how to add a login message for the Constituent Login Portal in Neon CRM.

CRM Portal Login Message Fast Track Constituent Login Portal CLP

Manage CRA Receipts

Learn how to manage CRA receipts in Neon CRM.

Communication Emails CRM Fast Track Receipts Canada Email & Communication Receipts & Acknowledgements

Process a Ticket Refund and Release (3:51)

Learn how to process a ticket refund and release.

Events releases refunds Tickets Next Generation Events

Flag an Account as "Do Not Contact" (1:01)

Learn how to flag an account as "Do Not Contact" in Neon CRM.

Account Management Program Management Membership Beginner Maintenance CRM Fast Track Do Not Contact

Create a Venue Seat Map - Step 2: Add Venue Amenities (5:23)

Learn how to add amenity signs to a venue seat map.

Events Assigned Seating Seat Map Venue Objects Fast Track Next Generation Events Amenities Restrooms Bathrooms Concession Amenity

Enable the Peer-to-Peer Fundraising System Emails (1:14)

Learn how to enable the Peer-to-Peer fundraising system emails.

System Emails Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer

Create a Membership Form (9:08)

Learn how to create a membership form in Neon CRM.

Membership Beginner Set Up Membership Forms Memberships Fast Track GPS Watch It/Read It Accounts & Constituents Forms & Customization

Create and Run a New Report (5:48)

Learn how to create a run a new report in Neon CRM.

CRM CRM Reporting Reports Reporting Fast Track

Create a Conditional Email - Legacy Event Reminder (3:06)

Learn how to create a conditional legacy Event Reminder email in Neon CRM.

CRM Conditional Emails Event Reminder Legacy Events Fast Track

Navigate the Activities List Page (2:15 min)

Learn how to navigate the Activities list page to best fit your needs.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Create an Assigned Seating Event (GPS)

Learn how to create an assigned seating event using the Next Generation Events module in Neon CRM.

Ticket Sales Assigned Seating Seat Map GPS Next Generation Events Custom Guide Path Solutions (GPS) Custom Guided Path Solution (GPS) Create an Assigned Seating Event Popular Use Case

Add a Custom Form Field to an Existing Donation Form (6 min)

Learn how to create and add a custom form field to an existing donation form.

Fundraising Advanced Donation Form Custom Fields Fast Track Fundraising & Donations Forms & Customization

Purchase Tickets for an Assigned Seating Event on Behalf of a Constituent (4:13)

Learn how to purchase tickets for an assigned seating event on behalf of a constituent.

Events Advanced Fast Track Next Generation Events Accounts & Constituents

Create an Email Audience (6:06 min)

Learn how to create an email audience for an email campaign.

Campaign Emails Communication Email Audiences Email Campaigns Fast Track

Create a System Email - Event Registration (2:27)

Learn how to create and customize Event Registration system emails in Neon CRM.

System Emails Event Registrations CRM Fast Track

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Building Brand Awareness and Engagement

This third course in the Building Awareness module provides nonprofits with the knowledge and skills to create a comprehensive brand communication plan that assists in driving profound and meaningful engagement with their audience.

Social Media Communication Catalyst Initiative Building Awareness Brand Narrative Nonprofit Best Practices

Create a Volunteer Opportunity (5:41)

Learn how to create a volunteer opportunity.

Program Management CRM Volunteers Opportunity Fast Track Volunteer Management

Use Dynamic Dates as Criteria in Reports (1:39)

Learn how to use Dynamic Dates as criteria in reports.

CRM Reports Dynamic Dates Create Reports Fast Track

Legacy 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 Fundraising & Donations

Create a General Admission Seating Event (10:01)

Learn how to create a general admission seating venue event.

Events Set Up General Admission General Admission Seating Fast Track Next Generation Events Create a General Admission Seating Event

User Guide for your Next Generation Peer-to-Peer Fundraisers (3:24)

Learn how users engage with your Next Generation Peer-to-Peer Fundraisers.

Fundraising Set Up CRM Constituent Login Portal Next Generation Peer-to-Peer

Manually Add a Membership (4:24 min)

Learn how to manually add an individual membership.

Membership Beginner Set Up Memberships Adding a Membership Fast Track GPS Watch It/Read It Accounts & Constituents

Add Existing Constituents to a Volunteer Opportunity (2:49)

Learn how to add existing constituents to a volunteer opportunity.

Program Management CRM Volunteers Opportunity Fast Track Volunteer Management

Add a New Ticket Type to an Existing Online or General Admission Seating Venue Event (2:48)

Learn how to add a new ticket type to an existing online or general admission seating venue event.

Events General Admission Online Event Ticket Type Fast Track Next Generation Events

Create a Custom Field for a CRM Membership Form (4:39)

Learn how to create custom fields for use on a CRM membership form.

Membership Beginner Set Up Membership Forms Memberships Custom Fields Fast Track GPS Watch It/Read It Accounts & Constituents Forms & Customization

Navigate System Letters (2:47)

Learn how to navigate system letters.

System Letters Watch It Communication Beginner Set Up CRM Email & Communication

Set Sub-Membership Levels & Terms (3:40)

Learn how to set sub-membership levels & terms.

Membership Beginner Set Up Memberships Fast Track GPS Watch It/Read It Submembership Levels Sub-Membership Terms Submembership Terms Sub-Membership Levels Accounts & Constituents

Use Your BCC Email Address and External Email Forwarding Address (3:39)

Learn how to use your BCC email address and External email forwarding address.

Communication with Constituents Communication Beginner Set Up Emails CRM Email & Communication

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 Email & Communication

Create It: Registering Your Neon Pay Organization

Neon Pay Create It Beginner Set Up

Watch It: Navigating the Neon Pay Platform (4:50)

Neon Pay Watch It Beginner Set Up Dashboard

Manage an Address (2:53)

Learn how to manage a Address in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Addresses Fast Track

Create and Utilize Event Custom Fields (4:58)

Learn how to create and use event custom fields.

Event Registrations Custom Fields Next Generation Events Event Custom Fields Forms & Customization

System Communications

This course explores how to navigate and customize system emails and letters.

Themes System Emails System Letters Course Versions & Conditions CRM System Communication Email Conditions letter themes Letter conditions Print Email Themes

Create an Email Theme (3:59)

Learn how to create an email theme in Neon CRM.

System Emails Watch It Communication Beginner Set Up CRM email themes Email & Communication

Create a Letter Version (3:46)

Learn how to create a letter version.

System Letters Watch It Communication Beginner Set Up CRM letter version Email & Communication

CRM Data and Data Management

In this course, you will learn how the CRM stores data, what data you should collect, and how to conduct a data assessment. You will also learn how to create a Data Maintenance Plan that leverages the tools within your CRM.

Catalyst Initiative Constituent Relationship Management Donor Survey Data Maintenance Data Inventory Management Nonprofit Best Practices

CRM Events - Event Sales & Check-In Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Ticket Sales Event Check-In QR Code Fast Track assign tickets add-on donation purchase tickets

Create a Member-Only Ticket Type for an Event (2:47)

Learn how to create a member-only ticket type for an event.

Fundraising Success Foundations

In this course you will learn how to establish the necessary foundations needed to execute a successful campaign to raise money for your nonprofit.

Campaign Team Catalyst Initiative Fundraising Success Goal Setting SMART Goals Budgeting Campaign Planning Campaign KPIs Cross-Functional Campaign Team Strategic Planning Key Roles Nonprofit Best Practices

Neon CRM Donation Forms

Learn how to create a Neon CRM Donation Form, including custom fields.

Learning Path Donation Form CRM

Enable the Priority Listing Waitlist (2:47)

Learn how to enable the Priority Listing waitlist feature.

Events Waitlist Priority Listing Waitlist Fast Track Next Generation Events

CRM Fundraising - Moves Management Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Grants Prospects Activities Activity Template Funding Fundraising & Donations

View Sent Emails in Neon CRM (2:09)

Learn how to view sent email in Neon CRM.

Communication with Constituents Communication Beginner Set Up Emails CRM Sent Emails Email & Communication

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 Fundraising & Donations

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

Reporting and Stewardship

This course focuses on creating a connection between marketing, revenue, and impact data, as well as ways to effectively report back to participants to promote stewardship.

Marketing Catalyst Initiative Fundraising Success Stewardship Impact Data Nonprofit Best Practices

Manage a Household Contact (4:05)

Learn how to manage a Household contact in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Household Contacts Fast Track

CRM Events - Event Pricing & Discounts Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Events Discount Ticket Type

Add a Discount to a Single Event (3:09)

Learn how to add a discount to a single event.

Events Ticket Type Discount Code Fast Track Next Generation Events

Copy an Existing Event (4:35)

Learn how to copy an existing event in Neon CRM.

Check In an Attendee for an Event - Ticket Scanner (4:21)

Learn how to check in attendees for an event using a ticket scanner.

Events Advanced Fast Track Next Generation Events

CRM Tribute Management Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Fundraising Donations CRM Tributes Fundraising & Donations

Neon CRM Account Forms

Learn how to create a Neon CRM Account Form, including custom fields.

Learning Path CRM Account Forms

Create a Next Generation Peer-to-Peer Individual Fundraising Page (1:59)

Learn how to create a Next Generation Peer-to-Peer Individual Fundraising Page.

Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer Individual Fundraising Page

Leveraging Preconfigured Reports

In this course you will learn how to access and utilize preconfigured reports within Neon CRM

Intermediate Optional Executive Reports Daily Reports Stats Report One-Click Reports CRM Reports Create Reports Financial Fitness

Unveiling Your Unique Impact: The Generosity Positioning Canvas

This second course in the Building Awareness module provides nonprofits with the knowledge and skills to create a brand positioning canvas that resonates with their audience and communicates their unique role in creating positive change.

Catalyst Initiative Building Awareness Impact Data Supporter Segments Positioning Canvas Nonprofit Best Practices

Create a Volunteer Form (9:48)

Learn how to create a volunteer form.

Program Management CRM Volunteers Form Builder Fast Track Volunteer Management

How to Minimize and Maximize the Generosity Indicator

Learn how to configure the Generosity Indicator to suit your needs.

Set Up Introduction Fast Track Generosity Indicator

CRM Program Management - Advanced Workflows Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Program Management CRM Workflows

Assign a Ticket to an Individual Attendee (3:51)

Learn how to assign a ticket to an individual attendee for an event.

Events Advanced Fast Track Next Generation Events Individual Attendee Assign Tickets

Examine an Example Workflow (2:05)

Learn about the anatomy of a workflow in Neon CRM.

Program Management Workflows One-Click Workflows Introduction Fast Track

Connect Neon CRM to Quickbooks (1:45)

Learn how to connect Neon CRM to Quickbooks.

Transactions QuickBooks CRM CRM Transactions

CRM Constituent Login Portal Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path CRM Constituent Login Portal

Manually Renew a Membership with Sub-Members (3:10)

Learn how to manually renew a membership with sub-members.

Membership Beginner Set Up Memberships Renew Membership Fast Track GPS Watch It/Read It Accounts & Constituents

Read It: Add, Customize, and Activate a Popup

Read It Beginner Set Up Neon Websites Websites Website Builder Popup

Create a Member-Only Event (2:10)

Learn how to create a member-only event.

View Your Accounts List Page (2:18)

Learn how to view the account list page in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Fast Track

Purchase Tickets for a General Admission or Online Event on Behalf of a Constituent (4:08)

Learn how to purchase tickets for a general admission or online event on behalf of a constituent.

Events Advanced General Admission Fast Track Next Generation Events Accounts & Constituents

Examine an Example Custom Workflow (4:03)

Learn the anatomy of an advanced custom workflow.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Constituent Relationship Management – Foundations

In this course, you will learn how to identify your constituent types, group constituents to enhance constituent engagement, and understand the system functionality that can help you design a framework that leverages your CRM to support those efforts.

Constituent Data Catalyst Initiative Constituent Relationship Management Constituent Types Management Nonprofit Best Practices Accounts & Constituents

Create Fundraising Pages in Bulk using the Import Manager (2:09)

Learn how to create fundraising pages in bulk using the Import Manager.

Fundraising Set Up Fundraising Campaigns Import Manager CRM Fundraising Pages Bulk Next Generation Peer-to-Peer

Create an Email Version (4:57)

Learn how to create an email version.

System Emails Watch It Communication Beginner Set Up CRM Email version Email & Communication

Financial Fitness Foundations

In this course, you will learn how a nonprofit should be tracking and measuring its financial health.

Accounting Catalyst Initiative Financial Fitness KPIs Financial Reports Nonprofit Best Practices

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 Introduction

Create a Custom Field for a CRM Donation Form (5:00)

Learn how to create a custom field for use on a donation form.

Fundraising Donation Form Custom Fields Fast Track GPS Watch It/Read It Fundraising & Donations Forms & Customization

Add an Activity to a Prospect (2:26 min)

Learn how to add an activity to a prospect.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Create an Email Condition for a CRM Donation Form (3:59)

Learn how to create an email condition for a CRM donation form.

System Emails Watch It Communication Beginner Set Up CRM Email Conditions Email & Communication

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

Check for Duplicate Accounts (2:44)

Learn how to check for duplicate accounts in Neon CRM.

Account Management Program Management Membership Beginner Set Up Duplicate Management CRM Fast Track Duplicate Accounts

Volunteer Management

Learn how to manage volunteers and opportunities in Neon CRM.

Apply for a Volunteer Opportunity and Approve Pending Applicants (3:15)

Learn how to apply for a volunteer opportunity and approve pending applicants.

Program Management CRM Volunteers Opportunity Fast Track Volunteer Management decline approve Volunteer form Applicants

Navigate the Prospects List Page (2:40 min)

Learn how to navigate the Prospects list page to best meet your needs.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Text-to-Communicate in Neon CRM

In this course you will learn how to use the Text-to-Communicate feature in Neon CRM. This course will take approximately 15 minutes to complete.

Communication Course Beginner Maintenance Set Up Optional CRM Text-to-Communicate Email & Communication

CRM Next Generation Peer-to-Peer Fundraising Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Fundraising CRM Fundraising & Donations

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. This course will take approximately 35 minutes to complete.

Neon Pay Beginner Finance Set Up Dashboard Merchant Account User Accounts Bank Account Introduction

Add a Global Discount to All Events (2:52)

Learn how to add a Global Discount to all events offered by your organization.

Edit Report Criteria and Columns (4:14)

Learn how to edit report criteria and columns in Neon CRM.

CRM Fast Track Report columns Report criteria

Create a Venue Seat Map - Step 3: Add Pricing Tier Levels (3:57)

Learn how to add pricing tier levels to a venue floor plan.

Events Assigned Seating Seat Map Tiers Fast Track Next Generation Events Pricing Tiers

CRM Events - Venue Seat Map Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Events Seat Map Amenities Pricing Tiers

Report with Next Generation Peer-to-Peer Fundraising (0:42)

Learn how to report with Next Generation Peer-to-Peer fundraising.

Fundraising Set Up Fundraising Campaigns CRM CRM Reporting Reports Campaigns Data Entry & Reporting Next Generation Peer-to-Peer

Create 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

Create a Venue Seat Map - Step 1: Create a Venue Seat Map Floor Plan (9:21)

Learn how to create a seat map floor plan for your venue.

Events Assigned Seating Seat Map Fast Track Next Generation Events

Getting Started with Quickbooks and Neon CRM

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Create and Customize the Membership Registration Email (6:43)

Learn how to customize a Membership Registration Email.

Membership Beginner Set Up Memberships Fast Track GPS Watch It/Read It Membership Registration Email

Use the Campaign Goal Meter (5:22)

Learn how to set up and use the campaign goal meter.

Fundraising Goal Meter Fast Track GPS Watch It/Read It Fundraising & Donations

Navigate the Grants List Page (2:58 min)

Learn how to navigate the Grants list page to best meet your needs.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Create a Next Generation Peer-to-Peer Team Fundraising Page (1:35)

Learn how to create a Next Generation Peer-to-Peer Team Fundraising Page.

Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer Team Fundraising Page

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 Finance Maintenance Set Up refunds Disputes Void

Create a Test Account (1:40)

Learn how to create a test account in Neon CRM.

Fundraising Set Up Fundraising Campaigns CRM Next Generation Peer-to-Peer Test Account

Manage a Relationship (2:56)

Learn how to manage a Relationship in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Relationships Fast Track

Create and Schedule a Membership Due Email (7:09)

Learn how to create and schedule a Membership Due Email.

Membership Beginner Set Up Memberships Fast Track GPS Watch It/Read It Membership Due Email Accounts & Constituents

Navigate the Memberships List Page (1:58)

Learn how to configure the Memberships list page to best meet your needs.

Membership Beginner Set Up Memberships Fast Track GPS Watch It/Read It Membership List Page Accounts & Constituents

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

Watch It: Ticket Sales - For clients that signed on or after 09/15/2024 (5:29)

Watch It Set Up Arts People Box Office Ticket Sales

Create a Letter Theme (3:22)

Learn how to create a letter theme in Neon CRM.

System Letters Watch It Communication Beginner Set Up CRM letter themes Email & Communication

CRM Events - Create an Event Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Events General Admission General Admission Seating Create a General Admission Seating Event

Create a Volunteer Role (2:55)

Learn how to create a volunteer role.

Program Management CRM Volunteers Fast Track Volunteer Management Roles

Export a Report (1:39)

Learn how to export a report in Neon CRM.

CRM Export Reports Fast Track

Create a Campaign (5:43)

Learn how to create a campaign in Neon CRM.

Fundraising Campaign Creation Campaigns Fast Track GPS Watch It/Read It Fundraising & Donations Email & Communication

Sell a Ticket to a Constituent on a Priority Listing Waitlist (2:17)

Learn how to sell a ticket to a constituent on a Priority Listing waitlist.

Events Waitlist Priority Listing Waitlist Fast Track Next Generation Events Accounts & Constituents

CRM Events - Waitlist Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Events Priority Listing Waitlist Notify Me Waitlist

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 Forms & Customization

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

Process a Ticket Exchange (3:32)

Learn how to process a ticket exchange.

Events exchanges Tickets Next Generation Events

Customize a Donation Appreciation Email (5:04)

Learn how to customize a Donation Appreciation Email.

Fundraising Fast Track GPS Watch It/Read It Donation Appreciation Email Fundraising & Donations Forms & Customization

Create a Letter Theme (2:10)

Learn how to create a letter theme in Neon CRM.

Communication Beginner Set Up CRM letter themes

CRM Communication - Managing Email Campaign Communications Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Email & Communication

Navigate System Emails (2:46)

Learn how to navigate system emails in Neon CRM.

System Emails Watch It Communication Beginner Set Up CRM System Communication Email & Communication

Flag an Account as Deceased (0:48)

Learn how to flag an account as deceased in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Fast Track Deceased Accounts & Constituents

Use External Letter Merge (3:45)

Learn how to use Neon CRM's external letter merge for system letters.

System Letters Watch It Communication Beginner Set Up CRM Print Merge Email & Communication

Manage Your Next Generation Peer-to-Peer Campaigns (2:03)

Learn how to manage your Next Generation Peer-to-Peer Campaigns.

Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer

Read It: Creating Dynamic Pages

Beginner Set Up Neon Websites Websites Website Builder Dynamic Pages

Create a Campaign Landing Page (3:33)

Learn how to create a campaign landing page.

Fundraising Campaigns Landing Page Fast Track GPS Watch It/Read It Fundraising & Donations

Read It: Knowing When to Use Neon Websites Versus Neon CRM

Beginner Set Up Neon Websites Websites Overview

Read It: Initiating a Refund

Neon Pay Read It Beginner Set Up refunds Disputes

Manually Renew a Membership without Sub-Members (3:00)

Learn how to manually renew a membership without sub-members.

Membership Beginner Set Up Memberships Renew Membership Fast Track GPS Watch It/Read It Accounts & Constituents

CRM Program Management - Introduction to Workflows Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path CRM Workflows One-Click Workflows

Introduction to Giving Moments

This course explains the importance of creating memorable experiences for donors and provides methods you can use to help build those moments.

Catalyst Initiative Fundraising Success Donor's Journey Giving Channels Sparkline Peak-End Rule Giving Moments Introduction Nonprofit Best Practices

Neon Pay Payment Processing

This course provides a brief overview of how payment processing works within the Neon Pay platform.

Neon Pay Beginner Finance Set Up Payment Processing

CRM Account Management

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path CRM Relationships Household Contacts Addresses Notes Duplicate Accounts Do Not Contact Deceased

Communicate with Volunteers (4:22)

Learn how to communicate with volunteers.

System Emails Program Management Emails CRM Volunteers Fast Track Text-to-Communicate Volunteer Management Email Builder

Rename an Option in the CLP Portal Sidebar Menu (1:02)

Learn how to rename an option in the Constituent Login Portal sidebar menu.

CRM Sidebar Menu Options Fast Track Constituent Login Portal CLP

Manually Add a Sub-Membership (4:08)

Learn how to manually add a sub-membership.

Membership Beginner Set Up Memberships Fast Track GPS Watch It/Read It Add a Submembership Add a Sub-Membership Accounts & Constituents

Link an Existing Donation Form to an Existing Campaign (3 min)

Learn how to link an existing donation form to an existing campaign.

Fast Track GPS Watch It/Read It Fundraising & Donations

Create an Online Event (9:39)

Learn how to create an online event.

Events Set Up Online Event Fast Track Next Generation Events Create an Online Event

CRM Events - Ticket Refunds, Releases, & Exchanges Path

To access content, you may directly select the item(s) you wish to view in the path or select the Register button to register for the whole path.

Learning Path Events refunds Ticket Exchange

Read It: Setting up Donations

Read It Set Up Donations Arts People Donation Types Appeal Campaigns Funds appeals

Link an Activity Template to a Grant or Prospect (1:36 min)

Learn how to link an activity template to an existing grant or prospect.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Setting Up KPIs for CRM Reporting

In this course, you will learn how to set up the views for your KPIs for reporting in your Neon One CRM.

Volunteers Donors Catalyst Initiative Financial Fitness KPIs Revenue Donor Retention Nonprofit Best Practices

Financial Fitness & Measurement Module

In this module you will learn how to measure your organization's success and connect fundraising efforts to accounting and internal operations.

Neon CRM Boot Camp Online for Fundraising Organizations

7-week Self-Paced Boot Camp

Self-paced Boot Camp

Introduction to CRM Reporting

In this course you will learn how to get started with reporting in Neon CRM.

Course Beginner Optional CRM CRM Reporting New Reports Edit Reports Share Reports Export Reports Reports Reporting Data Entry & Reporting Introduction Fast Track Data Import & Management

Use Search Within Results in a Report (2:53)

Learn how to use search within results in reports.

CRM CRM Reporting Reports Search Within Results Create Reports Search within Results Fast Track

Use Search Groups in a Report (3:18)

Learn how to use search groups in reports.

CRM CRM Reporting Reports Search Groups Create Reports Fast Track

Save, Export, and Share Reports (4:54)

Learn how to save, export, and share reports in Neon CRM.

Saved Reports CRM CRM Reporting Reports Reporting Fast Track Save Share Export

Learning Path AI Assistant

Learning Path Breakpoint

Additional Edits at the Individual Breakpoint Level (1:07)

Learn how to add edits at breakpoints.

Watch It Neon Websites Fast Track Breakpoint

Learning Path Advanced Grid

Columns and Inner Columns

Learning Path Columns and Inner Columns

Payouts & Debits in Neon Pay

In this course you will learn how to view payouts and debits in Neon Pay. This course will take approximately 20 minutes to complete.

Neon Pay Beginner Finance Set Up Reporting Reconcile Payouts Debits

Watch It: Creating a Campaign

Watch It Beginner Fundraising Set Up CRM Campaigns

Read It: Changing Default Fundraiser Page Settings

Events Read It Beginner Fundraising Set Up Fundraise Default Fundraiser Page

Watch It: Neon Websites Layout

Watch It Beginner Set Up Neon Websites Websites Overview Layout

Building Awareness Module

In this module you will learn how to implement best practices for web presence and mass communications.

Modify Your Organization Information in the Neon Portal (2:13)

Learn how to modify your organization information in the Neon Portal.

Organization Profile Fast Track Contact Audit Contacts Neon Portal Training

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.

Course Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages Blog Posts Popup

Add a Constituent to a Notify Me Waitlist as a System Admin (1:59)

Learn how to add a constituent to a Notify Me waitlist as a system admin.

Events Waitlist Notify Me Waitlist Fast Track Next Generation Events Accounts & Constituents

Events Waitlists

In this course, you will learn how to utilize the waitlist feature in the Next Generation Events module. You will also learn how to sell tickets as they become available for constituents on a Priority Listing waitlist. This full course will take approximately 30 minutes to complete.

Events Beginner Set Up CRM Waitlist Priority Listing Waitlist Notify Me Waitlist

In this course you will learn ways to use social media with your CRM

Social Media Course Set Up

Watch It: Adding Merchandise

Watch It Intermediate Events Set Up CRM Merchandise

Read It: Customizing Your Charge Report

Neon Pay Read It Beginner Set Up Charge Report

Watch It: Releases, Refunds, and Exchanges

Watch It Set Up Arts People Box Office exchanges releases refunds

Uploading Bulk Donations (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.

Advanced Optional Donations Fundraise Bulk Donations ID Reports Donation Record

Reporting (Neon Fundraise)

This course is an overview of the reporting process for Fundraise.

Beginner Fundraising Set Up Donations Fundraise Reports

Managing Registrants in the Admin Portal (Neon Fundraise)

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.

Intermediate Fundraising Maintenance Fundraise Fundraising Team Administrators Merging Users Registrant

Automated Emails (Neon Fundraise)

In this course, you will learn to edit Prebuilt Automated Emails, add placeholders in email templates, and create Custom Automated Emails.

Beginner Fundraising Set Up Donations Fundraise Admin Email Communications Getting Started Automated Emails

Practice It: Gift Certificates

Practice It Set Up Arts People Box Office Gift Certificates

Fundraiser Dashboard Settings for Administrators (Neon Fundraise)

This course is a guide for campaign administrators to manage campaign settings effecting fundraiser pages.

Beginner Fundraising Set Up Hero Image Livestreams Email Template

Donation Settings (Neon Fundraise)

This course illustrates how to use donation settings in Fundraise.

Beginner Fundraising Set Up Donations Fundraise Donor Conversions Mobile Phone Users Donation Pages Tribute Form

Read It: Adding an Access Denied Page and Linking a Membership Form

Intermediate Read It Set Up Membership Forms Neon Websites Websites Website Builder Access Denied

Neon Websites: Membership Features

This course introduces users to the basic membership features offered in Neon Websites, including creating a membership access page.

Intermediate Course Set Up Membership Forms Neon Websites Website Builder Access Denied Member Log-In

Relaunching and Replicating Campaigns (Neon Fundraise)

In this course, you will learn how to relaunch or replicate campaigns.

Beginner Set Up Getting Started

Watch It: Adding, Editing, Pinning, and Deleting a Note

Account Management Watch It Membership Beginner Set Up CRM Notes

Watch It: Charging Recommitment (4:56)

Watch It Intermediate Fundraising Optional Fundraise Payment Processing Charge Recommitment Recommitment

Watch It: Managing Prefixes and Suffixes

Watch It Set Up Arts People prefixes Suffixes

Watch It: Editing the Custom Status of Multiple Prospects

Watch It Fundraising Advanced Optional Prospects CRM Moves Management

Watch It: Enabling the Email Link Authentication Feature

Watch It Data Advanced Optional CRM Authentication

Watch It: Gift Certificates

Watch It Set Up Arts People Box Office Gift Certificates

Watch It: Customizing Your Charge Report

Neon Pay Watch It Beginner Set Up Charge Report

Practice It: Adding a Patron Record to the Database

Practice It Set Up Arts People Database Patron Record

Watch It: Creating a Report

Watch It Set Up Neon Giving Days Giving Days Reports Hosts Create Reports Reporting

Watch It: Setting Up Memberships

Watch It Set Up Memberships Arts People Recurring Donations Membership Types

Add a Hold on Tickets for an Event (4:19)

Learn how to add a hold on a ticket for an Event.

Practice It: Setting up Retail Items

Practice It Set Up Arts People Retail Items

Watch It: Registration Discounts

Watch It Intermediate Events Set Up CRM Registration Coupon Codes

Endurance Challenges (Neon Fundraise)

In this course you will learn how to plan and run a successful Endurance Challenge with Neon Fundraise.

Intermediate Fundraising Optional Donations Fundraise Administrators Endurance Challenge Fundraisers Endurance Pledge

Entering & Verifying Offline Donations for Fundraisers (Neon Fundraise)

Learn how to enter and verify offline donations when receiving a donation as cash or check.

Intermediate Fundraising Maintenance Donations Fundraise Offline Donations

Practice It: Merging Patron Records

Practice It Set Up Arts People Database Patron Record

Watch It: Creating a Campaign Landing Page

Watch It Beginner Fundraising Set Up CRM Landing Page

Watch It: Adding a Pricing Term

Watch It Set Up Arts People Pricing Discounts

Practice It: Adding a Show

Practice It Set Up Arts People Show

Create It: Building a Performance

Create It Set Up Arts People Performance

Create It: Using the Neon Event Widget to Connect Data from Neon CRM

Create It Beginner Set Up Neon Websites Websites Widgets Neon Events

Create It: Add Pages in Neon One Websites

Create It Beginner Set Up Neon Websites Websites Website Builder Pages

Watch It: Importing Your Account Data (With and Without Account IDs)

Watch It Data Beginner Set Up Import Manager CRM CRM Client Orientation

Watch It: Publishing Your Website and Connecting it to a Domain

Watch It Beginner Set Up Neon Websites Websites Website Builder Launch Domain

Read It: Building a Performance

Read It Set Up Arts People Performance

Read It: Generating an Email Using Mailing Lists

Set Up Email Marketing Emails Arts People Marketing Mailing List

Watch It: Establishing Your Delivery Methods

Watch It Set Up Arts People Delivery Methods

Watch It: Adding a Patron Record to the Database

Watch It Set Up Arts People Database Patron Record

Watch It: Adding Soft Credits

Watch It Fundraising Advanced Set Up CRM Soft Credits

Watch It: Individual Survey

Watch It Beginner Set Up CRM CRM Client Orientation Individual Survey

Watch It: Create Custom Fields

Watch It Intermediate Events Set Up CRM Custom Fields

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

Arts People: Season Setup

In this course you will learn how to use the season setup features in Arts People.

Set Up Arts People Show Performance General Admission Retail Items Venues

Practice It: Customize Page Content Using Widgets

Practice It Beginner Set Up Neon Websites Websites Website Builder Pages

Create It: Publishing Your Website and Connecting It to a Domain

Create It Beginner Set Up Neon Websites Websites Website Builder Launch Domain

Watch It: Adding a Group Discount

Watch It Set Up Arts People Pricing Discounts

Practice It: Customizing Your Public Pages

Practice It Set Up Arts People Public Pages

Watch It: Customizing Your Campaign Terms

Watch It Beginner Set Up Fundraise Your Campaign Website Campaign Terms

Practice It: Initiating a Refund

Neon Pay Practice It Beginner Set Up refunds Disputes

Watch It: Enabling Account Match in Neon CRM

Watch It Beginner Fundraising Set Up CRM Account Match

Create It: Generating a Targeted List

Create It Set Up Arts People Marketing Targeted Lists

Watch It: Ticker Overrides

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Ticker Overrides

Create It: Setting up General Admission Venues

Create It Set Up Arts People General Admission

Read It: Setting up Memberships

Read It Set Up Memberships Arts People Recurring Donations Membership Types

Read It: Managing Prefixes and Suffixes

Read It Set Up Arts People prefixes Suffixes

Watch It: Creating Fully Customized Reports

Watch It Set Up Arts People Reports Customized Reports Create Reports

Watch It: Resending Emails

Watch It Set Up Emails Neon Giving Days Giving Days Hosts Back-End

Read It: Adding a Discount Code

Read It Set Up Arts People Discount

Practice It: Building a Performance

Practice It Set Up Arts People Performance

Read It: Customize Headers and Footers and Change Navigation Menu Layouts

Read It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu

Watch It: Customizing your Organization Profile

Customize Organization Profile Watch It Beginner Set Up CRM CRM Client Orientation

Watch It: Merging Users

Watch It Beginner Set Up Fundraise Administrators Merging Users

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: Scheduling Campaign Automation

Watch It Beginner Set Up Fundraise Administrators Campaign Automation

Watch It: Adding Household Members

Watch It Set Up Arts People Database Household Members

Practice It: Reviewing Neon Websites Templates for Step 1 in Week 1

Practice It Beginner Set Up Neon Websites Websites Overview

Watch It: Bulk Donation Sample Template

Watch It Intermediate Set Up Donations Fundraise Bulk Donations

Watch It: Branding Setup

Watch It Beginner Set Up CRM CRM Client Orientation Branding Setup

Watch It: Adding and Editing Event Administrators

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Event Administrators

Watch It: Setting Membership Levels & Terms

Watch It Program Management Membership Beginner Set Up Membership Levels CRM CRM Client Orientation

Read It: Customize Page Content Using Widgets

Read It Beginner Set Up Neon Websites Websites Website Builder Pages

Watch It: Merging Patron Records

Watch It Set Up Arts People Database Patron Record

Watch It: Configuring Your Dashboard

Watch It Set Up Neon Giving Days Giving Days Registration Hosts Dashboard

Read It: Reporting Options

Read It Set Up Arts People Reports Reporting Options

Watch It: Creating a Custom Field

Watch It Beginner Set Up CRM CRM Client Orientation Custom Fields

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: Managing Endurance Pledges

Watch It Intermediate Set Up Fundraise Endurance Challenge Endurance Pledge

Watch It: Using the Campaign Goal Meter

Watch It Beginner Fundraising Set Up CRM Goal Meter

Watch It: Renewing a Membership without Sub-Members

Watch It Intermediate Membership Set Up CRM Renew Membership

Practice It: Releases, Refunds, and Exchanges

Practice It Set Up Arts People Box Office exchanges releases refunds

Practice It: Customizing Your System Email Messages

Practice It Set Up Arts People system messages

Watch It: Add Member-Only Content Pages

Watch It Intermediate Program Management Set Up CRM Content Page

Read It: Completing a Neon Websites Worksheet

Read It Beginner Set Up Neon Websites Websites Overview

Watch It: Building a Membership Custom Field

Watch It Membership Beginner Set Up CRM Custom Fields

Practice It: Publishing Your Website and Connecting it to a Domain

Practice It Beginner Set Up Neon Websites Websites Website Builder Launch Domain

Read It: Neon Websites Layout

Read It Beginner Set Up Neon Websites Websites Overview Layout

Watch It: Adding a Logo, Favicon, and Header Image

Adding a logo Watch It Beginner Set Up CRM CRM Client Orientation

Practice It: Running a Charge Report

Neon Pay Practice It Beginner Set Up Charge Report

Read It: Neon Pay Merchant Account Application

Read It Set Up Arts People Neon Pay Merchant

Read It: Customizing Your Printable Designs

Read It Set Up Arts People printable design

Read It: Merging Patron Records

Read It Set Up Arts People Database Patron Record

Watch It: Importing Your Event Registration Data (With and Without Account IDs)

Watch It Data Beginner Set Up Event Registrations CRM CRM Client Orientation

Watch It: Creating a New Volunteer Project

Watch It Intermediate Events Set Up CRM Event Management Volunteer Project

Create It: Setting Up Donations

Create It Set Up Donations Arts People Donation Types Campaigns Funds appeals

Read It: Using Standard Reports

Read It Set Up Arts People Reports Standard Reports

Watch It: Awarding Prizes

Watch It Set Up Neon Giving Days Giving Days Hosts Back-End Prizes

Practice It: Enrollment Pricing Setup

Practice It Set Up Arts People Enrollment Pricing

Practice It: Adding Fees

Practice It Set Up Arts People Pricing Discounts

Read It: Adding a Show

Watch It Set Up Arts People Show

Watch It: Relationship Connections in Neon CRM

Watch It Beginner Set Up CRM CRM Client Orientation Households Relationships Company Contacts

Practice It: Customizing Your Charge Report

Neon Pay Practice It Beginner Set Up Charge Report

Read It: Adding a Patron Record to the Database

Read It Set Up Arts People Database Patron Record

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: Class Enrollment Setup

Read It Set Up Arts People Class Enrollment

Create It: Reviewing Neon Websites Templates for Step 1 in Week 1

Create It Beginner Set Up Neon Websites Websites Overview

Watch It: Set Theme and Configure Legacy Event Registration Form

Themes Watch It Events Beginner Set Up Event Registrations CRM Event Management

Watch It: Organization Information

Watch It Beginner Set Up CRM CRM Client Orientation Organization Information

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: Building a Performance

Watch It Set Up Arts People Performance

Practice It: Generating a Targeted List

Practice It Set Up Arts People Marketing Targeted Lists

Practice It: Adding Household Members

Practice It Set Up Arts People Database Household Members

Create It: Customizing Your Public Pages

Create It Set Up Arts People Public Pages

Read It: Registering Your Neon Pay Organization

Neon Pay Read It Beginner Set Up

Watch It: Saved Reports

Watch It Set Up Saved Reports Arts People Reports

Watch It: Generating a Batch

Watch It Set Up Arts People Database Batch

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

Read It: Gift Certificates

Read It Set Up Arts People Box Office Gift Certificates

Watch It: Associating Membership to Funds

Watch It Set Up Memberships Arts People Funds

Watch It: Customize Page Content Using Widgets

Watch It Beginner Set Up Neon Websites Websites Website Builder Pages

Watch It: Generating an Email Using Mailing Lists

Watch It Set Up Email Marketing Arts People Marketing Mailing List

Watch It: Adding Administrators

Watch It Beginner Set Up Fundraise Administrators Adding Administrators

Administrator Website Menu: FAQs, Sponsors, and Blog (Neon Fundraise)

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

Create It: Creating a Merchant Account

Neon Pay Create It Beginner Set Up Merchant Account

Product Options & Variants (2:54)

Learn about product options and variants.

Watch It Neon Websites Website Builder Fast Track Product Options Variants

Watch It: Using the Campaigns List Page

Watch It Beginner Fundraising Set Up CRM Campaign List Page

Watch It: Topics and Categories

Watch It Intermediate Events Set Up CRM Topics Categories

Watch It: Editing the Status of Multiple Activities

Watch It Fundraising Advanced Optional CRM Activities Moves Management

Watch It: Creating a Custom Web Theme

Themes Watch It Beginner Set Up Theme Editor CRM CRM Client Orientation

Watch It: CRM Overview

Navigating CRM Watch It Beginner CRM CRM Client Orientation

Watch It: Getting Ready for Your Donation Data Import

Watch It Data Beginner Set Up Donations CRM CRM Client Orientation

Watch It: Creating a CRM Donation Form

Watch It Beginner Set Up Donations Donation Form CRM CRM Client Orientation

Watch It: Creating a Campaign Donation Form

Watch It Beginner Fundraising Set Up Donation Form CRM

Watch It: Completing the Event Check-In Process - QR Code Scan Check-In

Watch It Intermediate Events Optional CRM Event Check-In QR Code

Watch It: Adding a User to Neon CRM

Adding System Users Watch It Program Management Beginner Set Up CRM CRM Client Orientation Adding Users

Add a Membership Directory (3:00)

Learn how to add a Membership Directory in Neon CRM.

CRM Fast Track Constituent Login Portal CLP Membership Directory

The Layers Panel (02:35)

Learn about the Layers Panel, which allows you to easily target, highlight, and rename elements, enhancing navigation and control.

Watch It Neon Websites Fast Track

Layout Elements (01:49)

Learn about Layout Widgets, special widgets that are essential for organizing your website's structure.

fast track watch it neon websites

Conduct a Duplicate Scan (3:44)

Learn how to conduct a duplicate scan in Neon CRM.

Tour the Editor's Four Main Components (03:10)

Learn about the core components of the editor and how each component supports you in the responsive page-building process.

Neon Websites Fast Track Watch it

"A" is for Auto: Size Units (01:20)

Learn about the "Auto" pseudo-unit.

Neon Websites fast track watch it Size and Units

Add New Constituent Login Portal Sidebar Menu Options (1:42)

Learn how to add or remove options from the Constituent Login Portal sidebar menu.

CRM Sidebar Menu Options Fast Track Constituent Login Portal CLP

Send Emails from an Account Page (1:33)

Learn how to send emails from an account page in Neon CRM.

Communication with Constituents Communication Beginner Set Up Emails CRM Email & Communication

Example: Using Viewpoint Units (02:48)

Learn how to effectively use viewport width and height to size elements.

Neon Websites fast track watch it Size and Units

Viewpoint Width and Height (04:19)

Learn how to adjust image sizes using percentage units and viewport width, showcasing the difference between scaling images relative to parent elements versus the entire viewport.

Neon Websites fast track watch it Size and Units

What is a viewport? (02:01)

Learn about viewport width and viewport height including how to measure your browser's viewport and how these units impact web design.

fast track watch it Size and Units Neon websites

Site Header (01:40)

Learn how to edit Site Header.

Neon Websites fast track watch it

Absolute vs. Relative Units (03:38)

Learn the differences between absolute and relative units and when to use each type.

Neon Websites fast track watch it Size and Units

Build Sites Using the Simple Editor + AI (02:45)

Learn how to build sites using the Simple Editor + AI.

Neon Websites fast track watch it

Edit Page Layout (02:00)

Learn how to edit Page Layout.

Neon Websites fast track watch it

Navigation Menu (01:34)

Learn how to edit Navigation Menu.

Neon Websites fast track watch it

Read It: Modifying Access and Security Roles for an Administrator

Read It Beginner Set Up Fundraise Administrators Security Roles

Read It: Finding Resources and Making Suggestions in Neon One Support

Read It Beginner Set Up Fundraise Administrators Support

Enable the Login Prompt Feature for Legacy Forms (1:37)

Learn how to enable the Login Prompt Feature for Legacy Forms.

Watch It: Creating a New Account

Account Management Watch It Program Management Beginner Set Up CRM CRM Client Orientation Creating a new Account

Watch It: Adding a Donation

Orientation Watch It Beginner Set Up Donations CRM CRM Client Orientation

Execute a Bulk Update (3:57)

Learn how to use the Bulk Update feature in Neon CRM.

Watch It: Creating a Conditional Email - Legacy Event Reminder

Watch It Intermediate Communication Set Up CRM Conditional Emails Event Reminder

DAFpay by Chariot and Neon Pay

In this course you will learn how to enroll in Chariot for Neon Pay. This course will take approximately 15 minutes to complete.

Neon Pay Beginner Fundraising Maintenance Set Up Chariot DAF Manager Page Reconcile DAF

Read It: Editing an FAQ Page

Read It Beginner Set Up Fundraise Your Campaign Website FAQ

Read It: Uploading a Fundraiser Page Default Hero Image

Read It Beginner Set Up Fundraise Hero Image Your Campaign Website

Read It: Reporting on Pledges and Credits

Intermediate Read It Set Up Donations Fundraise Reporting Credits Report Pledges Report

Practice It: Modifying Access and Security Roles for an Administrator

Practice It Beginner Set Up Fundraise Administrators Security Roles

Watch It: Connecting Applications with Neon Fundraise Integrations

Watch It Beginner Set Up Fundraise Administrators Integrations

Read It: Submitting and Fulfilling Pledges

Intermediate Read It Set Up Donations Fundraise Pledges

Practice It: Updating Your Neon Fundraise Profile and Notifications

Practice It Beginner Set Up Fundraise Administrators Notifications Profile

Watch It: Adding a Sponsor Level and a Sponsor

Watch It Beginner Set Up Fundraise Your Campaign Website Sponsors

Navigate the Events List Page (2:44)

Learn how to navigate the Events list page to best suit your needs.

Create a Prospect (1:31 min)

Learn how to create a prospect in Neon CRM.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

[separator] Neon CRM Courses

Below you will find our Neon CRM courses

Neon CRM Quick Start

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

Create a CRM Account Form (8:30)

Learn how to create a CRM account form.

Legacy Event Form Creation Process

Learn how to create and manage basic event registration forms in Neon CRM and be introduced to some of the advanced features in Events.

Orientation to Neon CRM with Neon Pay (SimpleStart)

Create Email Conditions (3:52)

Learn how to create an email condition in Neon CRM.

Add Member-Only Content Pages (2:38)

Learn how to add member-only content pages in Neon CRM.

CRM Fast Track Constituent Login Portal CLP Member-Only

Use an Email Subscription Form (3:34 min)

Learn how to use an Email Subscription form.

Communication Email Campaigns Fast Track Email Subscription Form Email & Communication

Read It: Running Transaction Reports

Read It Beginner Set Up Fundraise Reports Reports and Analytics

Create It: Setting up Retail Items

Create It Set Up Arts People Retail Items

Campaign Types & Creating Campaigns (Neon Fundraise)

In this course, you will learn about the various campaign types available in Neon Fundraise and how to create and manage them. This course will take approximately 30 minutes to complete.

Beginner Set Up Getting Started

Watch It: Selecting Site Colors and Fonts

Watch It Beginner Set Up Fundraise Your Campaign Website Colors & Fonts Site Builder

Practice It: Using the Neon Event Widget to Connect Data from Neon CRM

Practice It Beginner Set Up Neon Websites Websites Widgets Neon Events

Watch It: Managing System Users

Watch It Maintenance Arts People System Users

Practice It: Customize Headers and Footers and Change Navigation Menu Layouts

Practice It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu

Watch It: Legacy Event Waiver Statement

Watch It Events Beginner Set Up Event Registrations CRM Event Management Waiver

Bulk Registering & Editing Users (Neon Fundraise)

In this course, you will learn how to bulk register new users and edit existing users.

Fundraising Advanced Maintenance Fundraise Members, Registration, and Login Bulk Registrations New Users

Read It: Customizing the Notify Via Mail and Cards Section

Read It Beginner Set Up Donations Fundraise Tributes Cards Mail

Watch It: Giving Individual Fundraisers Access to Their Personal Web Page and Donation Form

Watch It Intermediate Fundraising Optional CRM Individual Fundraisers

Read It: Overriding a Parent Setting at the Group Entity Level

Read It Advanced Set Up Fundraise Administrators Parent Settings

Read It: Reorder Pages and Hierarchy in the Menu Navigation

Read It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages

Watch It: What If a Recommitment Charge Fails? (1:48)

Watch It Intermediate Fundraising Optional Fundraise Payment Processing Charge Fail Recommitment

Practice It: Add, Customize, and Activate a Popup

Practice It Beginner Set Up Neon Websites Websites Website Builder Popup

Practice It: Adding a New Page

Practice It Beginner Set Up Fundraise Your Campaign Website Site Builder New Page

Practice It: Create Folders and Reorder Pages

Practice It Beginner Set Up Neon Websites Websites Website Builder Navigation Menu Pages

Watch It: Relaunching a Fundraising Campaign

Watch It Beginner Fundraising Set Up Fundraising Campaigns Fundraise

Create It: Adding a Patron Record to the Database

Create It Set Up Arts People Database Patron Record

Read It: Customizing Your Campaign Terms

Read It Beginner Set Up Fundraise Your Campaign Website Campaign Terms

Arts People: Privileged Section

In this course you will learn how to modify organization information, users in the system, and other general settings within Arts People. This course will take approximately 30 minutes to complete.

Maintenance Set Up Arts People Organization Information System Users prefixes Suffixes Delivery Methods Marketing Services

Read It: Customizing Your Public Pages

Read It Set Up Arts People Public Pages

Create It: Gift Certificates

Create It Set Up Arts People Box Office Gift Certificates

Practice It: Setting Up Memberships

Practice It Set Up Memberships Arts People Recurring Donations Membership Types

Watch It: Adding New CLP Portal Sidebar Menu Options

Watch It Intermediate Program Management Set Up CRM Sidebar Menu Options

Watch It: Sending an Email From an Account Page

Communication with Constituents Watch It Communication Beginner Set Up Emails CRM

Neon CRM Integration (Neon Fundraise)

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 Intermediate Fundraising Optional Donations Fundraise Campaigns Integrations Legacy Events API Key Sync Record Organization ID Sync Logs

Site Builder (Neon Fundraise)

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 Getting Started Widgets Buttons Colors & Fonts Site Builder Banner Images New Page Navigation Menu Site Builder Bar

Read It: Adding a Pricing Term

Read It Set Up Arts People Pricing

Create It: Linking Forms from CRM to Your Website

Create It Beginner Set Up CRM Neon Websites Websites Website Builder

Watch It: Reporting Donor Year-End Receipts Mailing List

Watch It Intermediate Data Optional CRM Year-End Reporting

Registration (Neon Fundraise)

This course is an overview of the registration process for Fundraise.

Beginner Fundraising Set Up Fundraise Registration Members, Registration, and Login Getting Started

Recurring Donations (Neon Fundraise)

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: Donor Settings for Increasing Donor Conversions

Read It Beginner Set Up Donations Fundraise Donor Conversions

Create It: Setting Up Memberships

Create It Set Up Memberships Arts People Recurring Donations Membership Types

How Websites Connect with CRM Forms and Events

This course reviews how CRM widgets integrate with Neon Websites pages.

Course Beginner Set Up CRM Neon Websites Websites Account Widgets Website Builder Dynamic Pages Neon Events

Create Responsive Cards for Your Pages (5:26)

Learn how to create responsive cards for your pages.

Watch It Neon Websites Cards Pages Fast Track

Create a Hero Image Scrolling Animation (2:17)

Learn how to create a hero image scrolling animation.

Watch It Neon Websites Hero Image Fast Track

Practice It: Adding Call-To-Action Buttons

Practice It Beginner Set Up Fundraise Your Campaign Website Buttons Site Builder

Watch It: Create a New Standalone Donation Page

Watch It Beginner Fundraising Set Up Fundraise Standalone Donation Page

Watch It: Comparing the Success of Email Campaigns

Watch It Intermediate Communication Optional Email Campaigns CRM

Practice It: Creating Dynamic Pages

Practice It Beginner Set Up Neon Websites Websites Website Builder Dynamic Pages

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

Create It: Customize Page Content Using Widgets

Create It Beginner Neon Websites Websites Website Builder Pages

Read it: Adding Call-To-Action Buttons

Read It Beginner Set Up Fundraise Your Campaign Website Buttons Site Builder

Watch It: Editing Criteria & Columns

Watch It Data Beginner Optional CRM CRM Reporting Edit Reports

Read It: Updating your Organization's Information

Read It Maintenance Arts People Organization Information

Practice It: Create a New Standalone Donation Page

Practice It Beginner Fundraising Set Up Fundraise Standalone Donation Page

Read It: Preparing Your Fundraiser Pages – Email Page

Read It Beginner Fundraising Set Up Fundraise Fundraiser Pages

Create Overlapping Images with Advanced Grids (2:23)

Learn how to create overlapping images with Advanced Grids.

Watch It Neon Websites Fast Track Advanced Grids

Practice It: Entering an Offline Donation as a Fundraiser

Practice It Beginner Set Up Donations Fundraise Offline Donations

Practice It: Creating Tickets and Adding Fields

Practice It Beginner Set Up Fundraise Getting Started Ticket Builder

Practice It: Linking Forms from CRM to Your Website

Practice It Beginner Set Up CRM Neon Websites Websites Website Builder

Read It: Adding Fees

Read It Set Up Arts People Pricing

Read It: Editing a Sponsor Level and Sponsor

Read It Beginner Set Up Fundraise Your Campaign Website Sponsors

Watch It: Importing Email Addresses

Watch It Intermediate Communication Set Up CRM Import

Read It: Creating Fully Customized Reports

Read It Set Up Arts People Reports Customized Reports Create Reports

Orientation to the Neon Fundraise Admin Interface

This course demonstrates how to navigate the Admin Interface.

Beginner Set Up Getting Started

Inherited Settings (Neon Fundraise)

This course demonstrates how to organize Neon Fundraise campaigns into groups, as well as how to configure, override, and clear inherited settings.

Beginner Set Up Fundraise Campaigns Administrators Getting Started Parent Settings Setting Override

Watch It: Modifying Access and Security Roles for an Administrator

Watch It Beginner Set Up Fundraise Administrators Security Roles

Read It: Running ID Reports to Locate IDs

Intermediate Read It Set Up Fundraise Administrators Bulk Donations ID Reports

Create It: Releases, Refunds, and Exchanges

Create It Set Up Arts People Box Office exchanges releases refunds

Read It: Tribute Donation Pages

Read It Beginner Set Up Donations Fundraise Donation Pages

[separator] Neon CRM Fast Tracks

Below you will find our CRM Fast Tracks: most tutorials under 5 minutes!

Add Funding to a Grant (1:31 min)

Learn how to add funding to a grant.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Manage Pages (01:42)

Learn how to Managing Pages.

Neon Websites fast track watch it

Global Design (01:32)

Learn how to Edit Global Design.

Neon Websites fast track watch it

Donor Retention

This course focuses on implementing best practices and applying strategies to retain donors.

Catalyst Initiative Fundraising Success Donor Engagement Strategies Data and Donor Retention Donor Behavior Nonprofit Best Practices

Enable the Add-On Donation Feature (3:45)

Learn how to enable the Add-On Donation feature.

Events Advanced Fast Track Next Generation Events

Add a Member-Only Automatic Discount to an Event (3:57)

Learn how to add a member-only automatic discount to an event.

Sell a Ticket on Hold for an Event (3:12)

Learn how to sell a ticket that has been placed on hold.

[separator] Neon CRM Popular Use Cases

Below you will find popular Neon CRM use cases.

Create an Email Campaign Email (5:53 min)

Learn how to create an email used in an email campaign.

Campaign Emails Communication Email Campaigns Fast Track Email & Communication

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.

Course Beginner Set Up Neon Websites Websites Overview Layout Worksheet Introduction

Pledges (Neon Fundraise)

In this course you will learn how to use Neon Fundraise to submit, fulfill, and report on pledges.

Intermediate Optional Donations

Fundraising Success Module

This module you will be able to establish the necessary foundations needed to execute a successful campaign to raise money for your nonprofit.

Administrator Website Menu: Media Library, Campaign Dictionary, and Social Share Settings (Neon Fundraise)

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

Read It: Navigating the Neon Pay Platform

Neon Pay Read It Beginner Set Up Dashboard

Read It: Creating a Merchant Account (5:32)

Neon Pay Read It Beginner Set Up Merchant Account

Constituent Relationship Management Module

In this module you will learn best practices around building and nurturing relationships, and how to design a framework that leverages your CRM.

Neon One Engagement Module

The purpose of this module is to provide you in-depth training on Neon One products, and resources.

Neon CRM Implementation Staff Training

Neon CRM Orientation for Guided Data Conversion Clients

Neon CRM Orientation for Guided Data Conversion Clients w/Neon Pay

Neon CRM Orientation for SimpleStart Clients

Neon CRM Orientation for SimpleStart Clients w/Neon Pay

Neon CRM Orientation for Premium Data Import Clients

Neon CRM Orientation for Premium Data Import Clients w/ Neon Pay

Neon CRM Orientation for Standard Data Import Clients

Neon CRM Orientation for Standard Data Import Clients w/ Neon Pay

Matching (Neon Fundraise)

This course will demonstrate how to set up, create, edit, end, and fulfill donation matches.

Intermediate Fundraising Optional Donations Fundraise Donation Matching Donation Matching Reports

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Preparing and Exporting Your Current Data for Neon CRM (Premium Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

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

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 Finance Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Introduction to Workflows

This course examines the basics of workflows, including One-Click Workflows, in Neon CRM. This course will take approximately 30 minutes to complete.

Preparing and Exporting Your Current Data for Neon CRM (Guided Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Preparing and Exporting Your Current Data for Neon CRM (SimpleStart)

This course guides you through preparing and exporting your current data for import into Neon 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. This course will take approximately 50 minutes to complete.

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

Moves Management

In this course you will learn about moves management features that track and record your activities, grants, and prospects

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

Creating Events

In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.

Events Beginner Set Up CRM Venue Event Online Event General Admission Seating Assigned Seating Seat Map

Event Pricing & Discounts

Learn how to add additional ticket types and pricing 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

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

Neon CRM Membership Forms

In this course you will learn the steps for setting up and creating membership forms in Neon CRM. This course will take approximately 25 minutes to complete.

Membership Beginner Set Up CRM Email Conditions Form Builder

Neon CRM Donation Forms (Catalyst Initiative)

In this course you will learn the steps for setting up and creating donation forms in Neon CRM.

Fundraising Success

What is an Advanced Workflow? (5:20)

Learn the basics of advanced workflows in Neon CRM.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Build a Conditional-Triggered Workflow

Learn how to build a conditional-triggered workflow.

Conditional Workflow Workflows Event Workflow Date Workflow

Build a Date-Triggered Workflow

Learn how to build a date-triggered workflow.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Elements of a Workflow (4:25)

Learn the anatomy of advanced workflows.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Build an Event-Triggered Workflow

Learn how to build an event-triggered workflow.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Preparing and Exporting Your Current Data for Neon CRM (Standard Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Social Media (Catalyst Initiative)

In this course you will learn ways to use social media with your CRM

Building Awareness Nonprofit Best Practices

XDR Learning Path Week 3

XDR Learning Path Week 2

PNC Complaint Process (Sales)

This course covers the PNC Referral and Complaint Process for Neon One sales staff

Fundamentals of Opportunities for Sales Representatives

Learn what is required for an opportunity to be successfully submitted to and approved by Billing.

Internal billing Internal sales Opportunities Opportunity

PNC Complaint Process

This course covers the PNC Complaint Process and is a required for all client facing roles.

Neon Pay Group Training

Neon Pay Webinar

Refunds, Releases, and Exchanges

In this course, you will learn how to process ticket refunds, releases, and exchanges in the Events module, including converting a ticket refund into a donation. This course will take approximately 20 minutes to complete.

Events Advanced Maintenance Donations CRM exchanges releases refunds Tickets Refund to Donation

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 Forms & Customization

NCRM Bootcamp LIVE

Whether you’ve recently completed Implementation, are new to your organization, or simply need a refresher on the basics, this is the perfect opportunity to build your skills and confidence with our CRM. Don’t miss out on this hands-on learning experience!

Live Training Rewind

Explore our most popular Neon CRM training replays, packed with expert insights and hands-on tips. Ready to dive back in? Start exploring!

Generosity Exchange 2025

CRM Open Office Hours

Join us for Open Office Hours to get answer to your general or topic specific CRM questions

CRM Open Office Hour

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.

Neon CRM Product Update Webinars

Take a peek at our previously recorded Neon CRM product updates

Volunteer Management (Catalyst Initiative)

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

Constituent Relationship Management

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

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. This course will take approximately 35 minutes to complete.

Neon Pay Beginner Finance Set Up Dashboard Merchant Account User Accounts Bank Account Introduction

Preparing and Exporting Your Current Data for Neon CRM (Premium Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

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

Preparing and Exporting Your Current Data for Neon CRM (Premium Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

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 Finance Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Introduction to Workflows

This course examines the basics of workflows, including One-Click Workflows, in Neon CRM. This course will take approximately 30 minutes to complete.

Reporting and Stewardship

This course focuses on creating a connection between marketing, revenue, and impact data, as well as ways to effectively report back to participants to promote stewardship.

Marketing Catalyst Initiative Fundraising Success Stewardship Impact Data Nonprofit Best Practices

Technology Readiness

This course helps nonprofits examine their readiness for technology and learn some best practices for preparing their team to implement a Constituent Relationship Management (CRM) system.

Catalyst Initiative Team Attitude Team Capacity Leveraging Technology Technology Readiness Nonprofit Best Practices

Building Brand Awareness and Engagement

This third course in the Building Awareness module provides nonprofits with the knowledge and skills to create a comprehensive brand communication plan that assists in driving profound and meaningful engagement with their audience.

Social Media Communication Catalyst Initiative Building Awareness Brand Narrative Nonprofit Best Practices

Purchase Tickets for a General Admission or Online Event on Behalf of a Constituent (4:08)

Learn how to purchase tickets for a general admission or online event on behalf of a constituent.

Events Advanced General Admission Fast Track Next Generation Events Accounts & Constituents

Purchase Tickets for an Assigned Seating Event on Behalf of a Constituent (4:13)

Learn how to purchase tickets for an assigned seating event on behalf of a constituent.

Events Advanced Fast Track Next Generation Events Accounts & Constituents

Assign a Ticket to an Individual Attendee (3:51)

Learn how to assign a ticket to an individual attendee for an event.

Events Advanced Fast Track Next Generation Events Individual Attendee Assign Tickets

Check In an Attendee for an Event - Manual Check-In (2:06)

Learn how to manually check in attendees for an event.

Events Advanced Fast Track Next Generation Events

Enable the Add-On Donation Feature (3:45)

Learn how to enable the Add-On Donation feature.

Events Advanced Fast Track Next Generation Events

Check In an Attendee for an Event - Ticket Scanner (4:21)

Learn how to check in attendees for an event using a ticket scanner.

Events Advanced Fast Track Next Generation Events

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

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. This course will take approximately 35 minutes to complete.

Neon Pay Beginner Finance Set Up Dashboard Merchant Account User Accounts Bank Account Introduction

Preparing and Exporting Your Current Data for Neon CRM (Guided Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Importing Your Donation Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Preparing and Exporting Your Current Data for Neon CRM (Guided Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Importing Your Donation Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Preparing and Exporting Your Current Data for Neon CRM (SimpleStart)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

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

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

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 for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Create a Prospect (1:31 min)

Learn how to create a prospect in Neon CRM.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Add Funding to a Grant (1:31 min)

Learn how to add funding to a grant.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Link an Activity Template to a Grant or Prospect (1:36 min)

Learn how to link an activity template to an existing grant or prospect.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Navigate the Grants List Page (2:58 min)

Learn how to navigate the Grants list page to best meet your needs.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Create an Activity Template (3:50 min)

Learn how to create an activity template.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Navigate the Activities List Page (2:15 min)

Learn how to navigate the Activities list page to best fit your needs.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Add an Activity to a Grant (2:30 min)

Learn how to add an activity to a grant.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Create an Activity (2:19 min)

Learn how to create an activity in Neon CRM.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Add Funding to a Prospect (1:29 min)

Learn how to add funding to a prospect.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Navigate the Prospects List Page (2:40 min)

Learn how to navigate the Prospects list page to best meet your needs.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Create a Grant (1:37 min)

Learn how to create a grant in Neon CRM.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Add an Activity to a Prospect (2:26 min)

Learn how to add an activity to a prospect.

Fundraising Set Up Moves Management Fast Track Fundraising & Donations

Moves Management

In this course you will learn about moves management features that track and record your activities, grants, and prospects

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

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

Leveraging Preconfigured Reports

In this course you will learn how to access and utilize preconfigured reports within Neon CRM

Intermediate Optional Executive Reports Daily Reports Stats Report One-Click Reports CRM Reports Create Reports Financial Fitness

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 Introduction

Creating Events

In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.

Events Beginner Set Up CRM Venue Event Online Event General Admission Seating Assigned Seating Seat Map

Common Reporting Scenarios

In this course you will learn how to access and create common reports

Intermediate Optional CRM Year-End Appeal Member Reporting Event Reporting Year-End Reporting Donation Report Soft Credits New Reports Reports Nonprofit Best Practices

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 Email & Communication

Event Pricing & Discounts

Learn how to add additional ticket types and pricing 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

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

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

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 Forms & Customization

Neon CRM Membership Forms

In this course you will learn the steps for setting up and creating membership forms in Neon CRM. This course will take approximately 25 minutes to complete.

Membership Beginner Set Up CRM Email Conditions Form Builder

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

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 and Exporting Your Current Data for Neon CRM (Guided Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

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 Finance Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Importing Your Donation Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

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 Email & Communication

Donor Acquisition

This course helps you learn strategies and techniques for acquiring donors.

Catalyst Initiative Fundraising Success Fundraising Strategies Fundraiser Involvement 1:1 Fundraising Engagement Channels Affinity Score 1:Many Fundraising Nonprofit Best Practices

Reporting and Stewardship

This course focuses on creating a connection between marketing, revenue, and impact data, as well as ways to effectively report back to participants to promote stewardship.

Marketing Catalyst Initiative Fundraising Success Stewardship Impact Data Nonprofit Best Practices

Donor Retention

This course focuses on implementing best practices and applying strategies to retain donors.

Catalyst Initiative Fundraising Success Donor Engagement Strategies Data and Donor Retention Donor Behavior Nonprofit Best Practices

Neon CRM Donation Forms (Catalyst Initiative)

In this course you will learn the steps for setting up and creating donation forms in Neon CRM.

Fundraising Success

Leveraging Giving Moments

This course explains how you can use storytelling to turn giving moments into a successful giving campaign.

Nonprofit Best Practices

Fundraising Success Foundations

In this course you will learn how to establish the necessary foundations needed to execute a successful campaign to raise money for your nonprofit.

Campaign Team Catalyst Initiative Fundraising Success Goal Setting SMART Goals Budgeting Campaign Planning Campaign KPIs Cross-Functional Campaign Team Strategic Planning Key Roles Nonprofit Best Practices

Introduction to Giving Moments

This course explains the importance of creating memorable experiences for donors and provides methods you can use to help build those moments.

Catalyst Initiative Fundraising Success Donor's Journey Giving Channels Sparkline Peak-End Rule Giving Moments Introduction Nonprofit Best Practices

Examine an Example Custom Workflow (4:03)

Learn the anatomy of an advanced custom workflow.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

What is an Advanced Workflow? (5:20)

Learn the basics of advanced workflows in Neon CRM.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Build a Conditional-Triggered Workflow

Learn how to build a conditional-triggered workflow.

Conditional Workflow Workflows Event Workflow Date Workflow

Build a Date-Triggered Workflow

Learn how to build a date-triggered workflow.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Elements of a Workflow (4:25)

Learn the anatomy of advanced workflows.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Build an Event-Triggered Workflow

Learn how to build an event-triggered workflow.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Manage an Address (2:53)

Learn how to manage a Address in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Addresses Fast Track

View Your Accounts List Page (2:18)

Learn how to view the account list page in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Fast Track

Check for Duplicate Accounts (2:44)

Learn how to check for duplicate accounts in Neon CRM.

Account Management Program Management Membership Beginner Set Up Duplicate Management CRM Fast Track Duplicate Accounts

Flag an Account as Deceased (0:48)

Learn how to flag an account as deceased in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Fast Track Deceased Accounts & Constituents

Manage a Household Contact (4:05)

Learn how to manage a Household contact in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Household Contacts Fast Track

Manage a Note (2:38)

Learn how to manage a Note in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Notes Fast Track

Flag an Account as "Do Not Contact" (1:01)

Learn how to flag an account as "Do Not Contact" in Neon CRM.

Account Management Program Management Membership Beginner Maintenance CRM Fast Track Do Not Contact

Manage a Relationship (2:56)

Learn how to manage a Relationship in Neon CRM.

Account Management Program Management Membership Beginner Set Up CRM Relationships Fast Track

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

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

Neon CRM Quick Start

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

Preparing and Exporting Your Current Data for Neon CRM (Standard Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Create a Venue Seat Map - Step 1: Create a Venue Seat Map Floor Plan (9:21)

Learn how to create a seat map floor plan for your venue.

Events Assigned Seating Seat Map Fast Track Next Generation Events

Create a Venue Seat Map - Step 3: Add Pricing Tier Levels (3:57)

Learn how to add pricing tier levels to a venue floor plan.

Events Assigned Seating Seat Map Tiers Fast Track Next Generation Events Pricing Tiers

Create a Venue Seat Map - Step 2: Add Venue Amenities (5:23)

Learn how to add amenity signs to a venue seat map.

Events Assigned Seating Seat Map Venue Objects Fast Track Next Generation Events Amenities Restrooms Bathrooms Concession Amenity

Meet the Advanced Tabs Widget (1:08)

Learn how to customize tab layouts with advanced tabs.

Watch It Neon Websites Websites Website Builder Fast Track Advanced Tabs

Generate a Section with AI (2:21)

Learn how to generate a section with AI.

Watch It Neon Websites Websites Fast Track AI

Generate Image Alt Text Automatically (1:28)

Learn how to generate image alt text automatically.

Watch It Neon Websites Websites Fast Track AI Alt Text

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Preparing and Exporting Your Current Data for Neon CRM (SimpleStart)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

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

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 Finance Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Donation Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Unveiling Your Unique Impact: The Generosity Positioning Canvas

This second course in the Building Awareness module provides nonprofits with the knowledge and skills to create a brand positioning canvas that resonates with their audience and communicates their unique role in creating positive change.

Catalyst Initiative Building Awareness Impact Data Supporter Segments Positioning Canvas Nonprofit Best Practices

Social Media (Catalyst Initiative)

In this course you will learn ways to use social media with your CRM

Building Awareness Nonprofit Best Practices

Building Brand Awareness and Engagement

This third course in the Building Awareness module provides nonprofits with the knowledge and skills to create a comprehensive brand communication plan that assists in driving profound and meaningful engagement with their audience.

Social Media Communication Catalyst Initiative Building Awareness Brand Narrative Nonprofit Best Practices

Introduction to Giving Moments

This course explains the importance of creating memorable experiences for donors and provides methods you can use to help build those moments.

Catalyst Initiative Fundraising Success Donor's Journey Giving Channels Sparkline Peak-End Rule Giving Moments Introduction Nonprofit Best Practices

Leveraging Giving Moments

This course explains how you can use storytelling to turn giving moments into a successful giving campaign.

Nonprofit Best Practices

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. This course will take approximately 35 minutes to complete.

Neon Pay Beginner Finance Set Up Dashboard Merchant Account User Accounts Bank Account Introduction

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

Donor Acquisition

This course helps you learn strategies and techniques for acquiring donors.

Catalyst Initiative Fundraising Success Fundraising Strategies Fundraiser Involvement 1:1 Fundraising Engagement Channels Affinity Score 1:Many Fundraising Nonprofit Best Practices

Intro to Advanced Grids (03:29)

Learn how to align elements precisely within the grid and control their stacking order when elements overlap.

Neon Websites Advanced Grid fast track watch it

Advanced Grid Example (05:52)

Learn how to rework the example we created when we learned about columns, inner columns, and their layout properties by using an advanced grid!

Watch It Neon Websites Fast Track Advanced Grid

Grid Layouts (03:29)

Explore grids and the use of the Advanced Grid layout element in the editor.

Watch It Neon Websites Fast Track Advanced grid

Create a Custom Field for a CRM Account Form (5:32)

Learn how to create a custom field for a CRM account form.

Create a CRM Account Form (8:30)

Learn how to create a CRM account form.

User Guide for your Next Generation Peer-to-Peer Fundraisers (3:24)

Learn how users engage with your Next Generation Peer-to-Peer Fundraisers.

Fundraising Set Up CRM Constituent Login Portal Next Generation Peer-to-Peer

Enable Peer-to-Peer in a Campaign (2:11)

Learn how to enable Next Generation Peer-to-Peer in a Campaign.

Fundraising Set Up CRM Campaigns Next Generation Peer-to-Peer

Customize your Campaign Landing Page (1:12)

Learn how to customize your campaign landing page.

Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer

Report with Next Generation Peer-to-Peer Fundraising (0:42)

Learn how to report with Next Generation Peer-to-Peer fundraising.

Fundraising Set Up Fundraising Campaigns CRM CRM Reporting Reports Campaigns Data Entry & Reporting Next Generation Peer-to-Peer

Create a Next Generation Peer-to-Peer Individual Fundraising Page (1:59)

Learn how to create a Next Generation Peer-to-Peer Individual Fundraising Page.

Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer Individual Fundraising Page

Create a Next Generation Peer-to-Peer Team Fundraising Page (1:35)

Learn how to create a Next Generation Peer-to-Peer Team Fundraising Page.

Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer Team Fundraising Page

Create Fundraising Pages in Bulk using the Import Manager (2:09)

Learn how to create fundraising pages in bulk using the Import Manager.

Fundraising Set Up Fundraising Campaigns Import Manager CRM Fundraising Pages Bulk Next Generation Peer-to-Peer

Enable the Peer-to-Peer Fundraising System Emails (1:14)

Learn how to enable the Peer-to-Peer fundraising system emails.

System Emails Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer

Manage Your Next Generation Peer-to-Peer Campaigns (2:03)

Learn how to manage your Next Generation Peer-to-Peer Campaigns.

Fundraising Set Up Fundraising Campaigns CRM Campaigns Next Generation Peer-to-Peer

Create a General Admission Seating Event (10:01)

Learn how to create a general admission seating venue event.

Events Set Up General Admission General Admission Seating Fast Track Next Generation Events Create a General Admission Seating Event

Create an Assigned Seating Event (10:07)

Learn how to create an assigned seating venue event.

Events Set Up Assigned Seating Fast Track Next Generation Events

Create an Online Event (9:39)

Learn how to create an online event.

Events Set Up Online Event Fast Track Next Generation Events Create an Online Event

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Preparing and Exporting Your Current Data for Neon CRM (Premium Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Create an Email Condition for a CRM Donation Form (3:59)

Learn how to create an email condition for a CRM donation form.

System Emails Watch It Communication Beginner Set Up CRM Email Conditions Email & Communication

Create a Custom Field for a CRM Donation Form (5:00)

Learn how to create a custom field for use on a donation form.

Fundraising Donation Form Custom Fields Fast Track GPS Watch It/Read It Fundraising & Donations Forms & Customization

Create a CRM Donation Form (7:37)

Learn how to create a donation form for a campaign.

Fundraising Donation Form Campaign Creation Campaigns Fast Track GPS Watch It/Read It Fundraising & Donations Forms & Customization

Process a Ticket Refund and Release (3:51)

Learn how to process a ticket refund and release.

Events releases refunds Tickets Next Generation Events

Convert a Ticket Refund into a Donation (3:52)

Learn how to convert a ticket refund into a donation.

Events Donations releases refunds Tickets Refund to Donation Next Generation Events

Process a Ticket Exchange (3:32)

Learn how to process a ticket exchange.

Events exchanges Tickets Next Generation Events

Manage a Priority Listing Waitlist (2:53)

Learn how to manage a Priority Listing waitlist.

Events Waitlist Priority Listing Waitlist Fast Track Next Generation Events

Enable the Priority Listing Waitlist (2:47)

Learn how to enable the Priority Listing waitlist feature.

Events Waitlist Priority Listing Waitlist Fast Track Next Generation Events

Manage a Notify Me Waitlist (2:08)

Learn how to manage a Notify Me waitlist.

Events Waitlist Notify Me Waitlist Fast Track Next Generation Events

Enable a Notify Me Waitlist (2:02)

Learn how to enable the Notify Me waitlist feature.

Events Waitlist Notify Me Waitlist Fast Track Next Generation Events

Add a Constituent to a Notify Me Waitlist as a System Admin (1:59)

Learn how to add a constituent to a Notify Me waitlist as a system admin.

Events Waitlist Notify Me Waitlist Fast Track Next Generation Events Accounts & Constituents

Add a Constituent to a Priority Listing Waitlist as a System Admin (2:25)

Learn how to add a constituent to a priority listing waitlist.

Events Waitlist Priority Listing Waitlist Fast Track Next Generation Events Accounts & Constituents

Sell a Ticket to a Constituent on a Priority Listing Waitlist (2:17)

Learn how to sell a ticket to a constituent on a Priority Listing waitlist.

Events Waitlist Priority Listing Waitlist Fast Track Next Generation Events Accounts & Constituents

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 Finance Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Importing Your Donation Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Examine an Example Workflow (2:05)

Learn about the anatomy of a workflow in Neon CRM.

Program Management Workflows One-Click Workflows Introduction Fast Track

Activate a One-Click Workflow (0:54)

Learn how to activate a One-Click Workflow.

Program Management Workflows One-Click Workflows Introduction Fast Track

Test a One-Click Workflow (2:02)

Learn how to test a One-Click Workflow.

Program Management Workflows One-Click Workflows Introduction Fast Track

Edit and Copy a One-Click Workflow (1:21)

Learn how to edit and copy a One-Click Workflow.

Program Management Workflows One-Click Workflows Introduction Fast Track

What is a One-Click Workflow? (self-paced)

Learn about the ready-made One-Click Workflows available in Neon CRM.

Program Management Workflows One-Click Workflows

Refunds, Releases, and Exchanges

In this course, you will learn how to process ticket refunds, releases, and exchanges in the Events module, including converting a ticket refund into a donation. This course will take approximately 20 minutes to complete.

Events Advanced Maintenance Donations CRM exchanges releases refunds Tickets Refund to Donation

Creating Events

In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.

Events Beginner Set Up CRM Venue Event Online Event General Admission Seating Assigned Seating Seat Map

Preparing and Exporting Your Current Data for Neon CRM (Standard Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

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

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

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 Finance Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Editor Tour: Canvas (3:20)

Learn how to use the canvas of the editor tool.

Watch It Neon Websites Fast Track Editor Canvas

Editor Tour: Design Panel (4:36)

Learn how to use the design panel of the editor tool.

Watch It Neon Websites Fast Track Editor Design Panel

Editor Tour: Top Bar (3:03)

Learn how to use the top bar of the editor tool.

Watch It Neon Websites Fast Track Editor

Editor Tour: Side Panel (4:25)

Learn how to use the side panel of the editor tool.

Watch It Neon Websites Fast Track Editor Side Panel

Rearranging Columns (04:02)

Rearrange columns and see how changes applied to one breakpoint won't affect the others.

Watch It Neon Websites Fast Track Breakpoint

Layout Properties for Sections (1:47)

Find out how to control layout properties like column arrangement, grid settings, and full-width vs. contained layouts.

Watch It Neon Websites Fast Track Breakpoint

Deleting and Hiding Elements (1:03)

Learn how to hide and delete elements.

Watch It Neon Websites Websites Fast Track

Overview of the Breakpoints (00:48)

Learn about the importance of breakpoints and what will be covered in other lessons about breakpoints.

Watch It Neon Websites Fast Track Breakpoint

Layout Properties for Columns (00:51)

See how to adjust the layout properties for columns within the editor.

Watch It Neon Websites Fast Track Breakpoint

What is a Breakpoint? (02:23)

Learn about breakpoints and how to switch between the mobile, tablet, and desktop breakpoints within the editor.

Watch It Neon Websites Fast Track Breakpoint

Additional Edits at the Individual Breakpoint Level (1:07)

Learn how to add edits at breakpoints.

Watch It Neon Websites Fast Track Breakpoint

Reordering Elements within a Column (00:54)

Explore how to customize the order of elements within a column.

Watch It Neon Websites Fast Track Breakpoint

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. This course will take approximately 35 minutes to complete.

Neon Pay Beginner Finance Set Up Dashboard Merchant Account User Accounts Bank Account Introduction

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Preparing and Exporting Your Current Data for Neon CRM (Standard Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

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 for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Preparing and Exporting Your Current Data for Neon CRM (Guided Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

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

Add a New Ticket Type to an Existing Online or General Admission Seating Venue Event (2:48)

Learn how to add a new ticket type to an existing online or general admission seating venue event.

Events General Admission Online Event Ticket Type Fast Track Next Generation Events

Add a Discount to a Single Event (3:09)

Learn how to add a discount to a single event.

Events Ticket Type Discount Code Fast Track Next Generation Events

Add a New Ticket Type to an Existing Assigned Seating Event (2:48)

Learn how to add a new ticket type to an existing assigned seating venue event.

Events Ticket Type Assigned Seating Fast Track Next Generation Events

Add a Global Discount to All Events (2:52)

Learn how to add a Global Discount to all events offered by your organization.

Add a Discount to Multiple Events (3:03)

Learn how to add a discount to multiple events.

Introduction to CRM Reporting

In this course you will learn how to get started with reporting in Neon CRM.

Course Beginner Optional CRM CRM Reporting New Reports Edit Reports Share Reports Export Reports Reports Reporting Data Entry & Reporting Introduction Fast Track Data Import & Management

Creating Events

In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.

Events Beginner Set Up CRM Venue Event Online Event General Admission Seating Assigned Seating Seat Map

Event Pricing & Discounts

Learn how to add additional ticket types and pricing 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

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

Leveraging Preconfigured Reports

In this course you will learn how to access and utilize preconfigured reports within Neon CRM

Intermediate Optional Executive Reports Daily Reports Stats Report One-Click Reports CRM Reports Create Reports Financial Fitness

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Moves Management

In this course you will learn about moves management features that track and record your activities, grants, and prospects

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 Introduction

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

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 Forms & Customization

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

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 Email & Communication

Common Reporting Scenarios

In this course you will learn how to access and create common reports

Intermediate Optional CRM Year-End Appeal Member Reporting Event Reporting Year-End Reporting Donation Report Soft Credits New Reports Reports Nonprofit Best Practices

Aligning Elements within a Column (06:53)

Learn how to use the properties in the Design panel to distribute space between elements and control their alignment.

Watch It Neon Websites Fast Track Columns and Inner Columns

Change Element Stacking Direction in a Column (04:47)

Examine the horizontal and vertical stacking of elements in your layouts as well as the role of Flexbox: a widely-adopted layout method that the editor uses to control how elements behave when developing responsive sites.

Watch It Neon Websites Fast Track Columns and Inner Columns

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. This course will take approximately 35 minutes to complete.

Neon Pay Beginner Finance Set Up Dashboard Merchant Account User Accounts Bank Account Introduction

Preparing and Exporting Your Current Data for Neon CRM (SimpleStart)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Importing Your Donation Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Preparing and Exporting Your Current Data for Neon CRM (SimpleStart)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Importing Your Membership Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of membership data into Neon CRM.

Data Beginner Set Up Memberships Import Manager CRM CRM Client Orientation Field Values Import Neon One Engagement Importing Data Import & Management

Importing Your Donation Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of donation data into Neon CRM.

Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Event Registration Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of event registration data into Neon CRM.

Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement Importing Data Import & Management

Importing Your Account Data for New Neon CRM Clients

In this course, you will learn how to conduct your initial import of account data into Neon CRM.

Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement Importing Data Import & Management

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

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

Preparing and Exporting Your Current Data for Neon CRM (Premium Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Neon CRM Quick Start

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

Create an Email Campaign Email (5:53 min)

Learn how to create an email used in an email campaign.

Campaign Emails Communication Email Campaigns Fast Track Email & Communication

View Email Statistics (self-paced)

Learn how to view email statistics for an email campaign.

Communication Email Statistics Email Campaigns Fast Track Email & Communication

Create an Email Audience (6:06 min)

Learn how to create an email audience for an email campaign.

Campaign Emails Communication Email Audiences Email Campaigns Fast Track

Use an Email Subscription Form (3:34 min)

Learn how to use an Email Subscription form.

Communication Email Campaigns Fast Track Email Subscription Form Email & Communication

Add a Portal Login Message (2:38)

Learn how to add a login message for the Constituent Login Portal in Neon CRM.

CRM Portal Login Message Fast Track Constituent Login Portal CLP

Add a Membership Directory (3:00)

Learn how to add a Membership Directory in Neon CRM.

CRM Fast Track Constituent Login Portal CLP Membership Directory

Add New Constituent Login Portal Sidebar Menu Options (1:42)

Learn how to add or remove options from the Constituent Login Portal sidebar menu.

CRM Sidebar Menu Options Fast Track Constituent Login Portal CLP

Add Member-Only Content Pages (2:38)

Learn how to add member-only content pages in Neon CRM.

CRM Fast Track Constituent Login Portal CLP Member-Only

Rename an Option in the CLP Portal Sidebar Menu (1:02)

Learn how to rename an option in the Constituent Login Portal sidebar menu.

CRM Sidebar Menu Options Fast Track Constituent Login Portal CLP

Preparing and Exporting Your Current Data for Neon CRM (Standard Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Neon CRM Fundamentals

This course provides a foundational overview of the main elements of Neon CRM.

Orientation Account Management Themes Course Membership Beginner Set Up Theme Editor Membership Levels Membership Settings Donations Donation Form CRM CRM Client Orientation Creating a new Account Membership Terms Fundraising & Donations Email & Communication

Volunteer Management (Catalyst Initiative)

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

Constituent Relationship Management

CRM Data and Data Management

In this course, you will learn how the CRM stores data, what data you should collect, and how to conduct a data assessment. You will also learn how to create a Data Maintenance Plan that leverages the tools within your CRM.

Catalyst Initiative Constituent Relationship Management Donor Survey Data Maintenance Data Inventory Management Nonprofit Best Practices

Constituent Relationship Management – Foundations

In this course, you will learn how to identify your constituent types, group constituents to enhance constituent engagement, and understand the system functionality that can help you design a framework that leverages your CRM to support those efforts.

Constituent Data Catalyst Initiative Constituent Relationship Management Constituent Types Management Nonprofit Best Practices Accounts & Constituents

Accept Tribute Donations (4:39)

Learn how to accept tribute donations in Neon CRM.

Fundraising Donations CRM Tributes Fast Track

Reconcile Tribute Donations (2:30)

Learn how to reconcile tribute donations in Neon CRM.

Fundraising CRM Tributes Fast Track Reconcile

Send Tribute Acknowledgements (1:44)

Learn how to send tribute acknowledgements in Neon CRM.

System Emails System Letters Fundraising CRM Tributes Fast Track

View & Report on Tributes (2:34)

Learn how to view and report on tributes in Neon CRM.

Fundraising CRM Fundraise Reporting CRM Reporting Reports Tributes Reporting Fast Track

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 Finance Set Up Charge Report Financial Fitness

Leveraging Preconfigured Reports

In this course you will learn how to access and utilize preconfigured reports within Neon CRM

Intermediate Optional Executive Reports Daily Reports Stats Report One-Click Reports CRM Reports Create Reports Financial Fitness

Financial Fitness Foundations

In this course, you will learn how a nonprofit should be tracking and measuring its financial health.

Accounting Catalyst Initiative Financial Fitness KPIs Financial Reports Nonprofit Best Practices

Common Reporting Scenarios

In this course you will learn how to access and create common reports

Intermediate Optional CRM Year-End Appeal Member Reporting Event Reporting Year-End Reporting Donation Report Soft Credits New Reports Reports Nonprofit Best Practices

Introduction to CRM Reporting

In this course you will learn how to get started with reporting in Neon CRM.

Course Beginner Optional CRM CRM Reporting New Reports Edit Reports Share Reports Export Reports Reports Reporting Data Entry & Reporting Introduction Fast Track Data Import & Management

Setting Up KPIs for CRM Reporting

In this course, you will learn how to set up the views for your KPIs for reporting in your Neon One CRM.

Volunteers Donors Catalyst Initiative Financial Fitness KPIs Revenue Donor Retention Nonprofit Best Practices

View Payouts in Neon CRM

Learn how to view payouts in Neon CRM.

View Payouts in Neon Pay

Learn how to view payouts in Neon Pay.

Unlock and Edit a Transaction Record (2:42)

Learn how to unlock and edit a transaction record.

Transactions QuickBooks CRM CRM Transactions

Connect Neon CRM to Quickbooks (1:45)

Learn how to connect Neon CRM to Quickbooks.

Transactions QuickBooks CRM CRM Transactions

Sync Transactions to Quickbooks (2:08)

Learn how to sync Neon CRM transactions to Quickbooks

Transactions QuickBooks CRM CRM Transactions

Map Neon CRM Transactions to Quickbooks (5:03)

Learn how to map Neon CRM transactions to Quickbooks

Transactions QuickBooks CRM CRM Transactions

Add Existing Constituents to a Volunteer Opportunity (2:49)

Learn how to add existing constituents to a volunteer opportunity.

Program Management CRM Volunteers Opportunity Fast Track Volunteer Management

Create a Volunteer Form (9:48)

Learn how to create a volunteer form.

Program Management CRM Volunteers Form Builder Fast Track Volunteer Management

Communicate with Volunteers (4:22)

Learn how to communicate with volunteers.

System Emails Program Management Emails CRM Volunteers Fast Track Text-to-Communicate Volunteer Management Email Builder

Add a Time Sheet as a Constituent (1:13)

Learn how to add a time sheet as a constituent.

Program Management CRM Opportunity Fast Track Volunteer Management Constituent Constituent Login Portal

Create a Volunteer Role (2:55)

Learn how to create a volunteer role.

Program Management CRM Volunteers Fast Track Volunteer Management Roles

Apply for a Volunteer Opportunity and Approve Pending Applicants (3:15)

Learn how to apply for a volunteer opportunity and approve pending applicants.

Program Management CRM Volunteers Opportunity Fast Track Volunteer Management decline approve Volunteer form Applicants

Create a Volunteer Opportunity (5:41)

Learn how to create a volunteer opportunity.

Program Management CRM Volunteers Opportunity Fast Track Volunteer Management

Manage Volunteers (2:49)

Learn how to manage volunteers.

Program Management New Volunteers CRM Volunteers Fast Track Volunteer Management

Create and Approve a Volunteer Time Sheet (3:31)

Learn how to create and approve a volunteer time sheet.

Program Management CRM Opportunity Fast Track Volunteer Management approve Time Sheets

Introduction to Neon CRM

The lessons in this brief course provide you with a quick overview of Neon CRM, as well as instructions on adding a new user.

Preparing and Exporting Your Current Data for Neon CRM (Premium Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

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

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 Finance Set Up CRM CRM Client Orientation Adding Users Neon One Engagement

Introduction to Workflows

This course examines the basics of workflows, including One-Click Workflows, in Neon CRM. This course will take approximately 30 minutes to complete.

Preparing and Exporting Your Current Data for Neon CRM (Guided Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Preparing and Exporting Your Current Data for Neon CRM (SimpleStart)

This course guides you through preparing and exporting your current data for import into Neon 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. This course will take approximately 50 minutes to complete.

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

Moves Management

In this course you will learn about moves management features that track and record your activities, grants, and prospects

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

Creating Events

In this course you will learn how to create several types of events using the Next Generation Events module in Neon CRM.

Events Beginner Set Up CRM Venue Event Online Event General Admission Seating Assigned Seating Seat Map

Event Pricing & Discounts

Learn how to add additional ticket types and pricing 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

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

Neon CRM Membership Forms

In this course you will learn the steps for setting up and creating membership forms in Neon CRM. This course will take approximately 25 minutes to complete.

Membership Beginner Set Up CRM Email Conditions Form Builder

Neon CRM Donation Forms (Catalyst Initiative)

In this course you will learn the steps for setting up and creating donation forms in Neon CRM.

Fundraising Success

What is an Advanced Workflow? (5:20)

Learn the basics of advanced workflows in Neon CRM.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Build a Conditional-Triggered Workflow

Learn how to build a conditional-triggered workflow.

Conditional Workflow Workflows Event Workflow Date Workflow

Build a Date-Triggered Workflow

Learn how to build a date-triggered workflow.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Elements of a Workflow (4:25)

Learn the anatomy of advanced workflows.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Build an Event-Triggered Workflow

Learn how to build an event-triggered workflow.

Program Management Conditional Workflow Workflows Event Workflow Date Workflow

Preparing and Exporting Your Current Data for Neon CRM (Standard Import)

This course guides you through preparing and exporting your current data for import into Neon CRM.

Beginner Set Up CRM Preparation

Social Media (Catalyst Initiative)

In this course you will learn ways to use social media with your CRM

Building Awareness Nonprofit Best Practices

Refunds, Releases, and Exchanges

In this course, you will learn how to process ticket refunds, releases, and exchanges in the Events module, including converting a ticket refund into a donation. This course will take approximately 20 minutes to complete.

Events Advanced Maintenance Donations CRM exchanges releases refunds Tickets Refund to Donation

Volunteer Management (Catalyst Initiative)

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

Constituent Relationship Management