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Practice It: Communicating About CRM Files Communication Practice It Beginner Set Up CRM Files Practice It: Completing a Neon Websites Worksheet for Step 1 in Week 1 Practice It Beginner Set Up Neon Websites Websites Overview Read It: Creating a New Account Account Management Program Management Read It Beginner Set Up CRM CRM Client Orientation Creating a new Account Watch It: Creating a New Account Account Management Watch It Program Management Beginner Set Up CRM CRM Client Orientation Creating a new Account Practice It: Configuring a Parent Setting at the Organization Entity Level Practice It Advanced Set Up Fundraise Administrators Parent Settings Practice It: Creating a New Account Practice It CRM Creating a new Account Practice It: Creating a CRM Account Form Practice It Beginner Set Up Forms & Pages Account Forms Practice It: Creating a CRM Membership Form Practice It Membership Beginner Set Up CRM Form Builder Practice It: Creating a Custom Automated Email Intermediate Practice It Set Up Fundraise Admin Email Communications Automated Emails Practice It: Creating an Email Audience Communication Practice It Beginner Set Up Email Audiences CRM Practice It: Creating a Fundraise Team Practice It Beginner Set Up Fundraise Fundraising Team Administrators Practice It: Creating and Editing Milestones Practice It Set Up Neon Giving Days Giving Days Hosts Back-End Records Milestones Practice It: Creating an Email Condition for the CRM Donation Form Practice It Beginner Fundraising Set Up Donation Form CRM Email Conditions Preparing for Your Neon CRM Guided Data Conversion CRM Orientation Course 4 - Guided Data Conversion Track Beginner Set Up CRM Preparing for Your Neon CRM Premium Data Import CRM Orientation Course 4 - Premium Data Import Track Beginner Set Up CRM Importing Your Account Data This course provides learners an overview of importing account data into Neon CRM using the Import Manager. Data Beginner Set Up Import Manager CRM CRM Client Orientation Custom Fields Households Relationships Duplicate Scan Company Contacts Neon One Engagement 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 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 Practice It: Creating a New Volunteer Project Intermediate Events Practice It Set Up CRM Event Management Volunteer Project Importing Your Donation Data This course provides learners an overview of importing donation data into Neon CRM via the Import Manager. Data Beginner Set Up Import Manager Donations CRM CRM Client Orientation Neon One Engagement Practice It: Creating Custom Fields for a CRM Membership Form Practice It Membership Beginner Set Up CRM Custom Fields Practice It: Creating a System Email – Event Registration System Emails Intermediate Communication Practice It Set Up Event Registrations CRM System Communication Practice It: Setting up Retail Items Practice It Set Up Arts People Setup Retail Items 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 Preparing for Your Neon CRM Standard Data Import CRM Orientation Course 4 - Standard Data Import Track Beginner Set Up CRM Practice It: Setting Up Memberships Practice It Set Up Memberships Arts People Setup Recurring Donations Membership Types Practice It: Setting Up Donations Practice It Set Up Donations Arts People Setup Donation Types Campaigns Funds appeals Practice It: Selecting Site Colors and Fonts Practice It Beginner Set Up Fundraise Your Campaign Website Colors & Fonts Site Builder Practice It: Running a Report to Locate a Member ID Intermediate Practice It Set Up Fundraise Administrators Bulk Donations ID Reports Practice It: Registration Discounts Intermediate Events Practice It Set Up CRM Registration Coupon Codes Practice It: Reviewing Neon Websites Templates for Step 1 in Week 1 Practice It Beginner Set Up Neon Websites Websites Overview Individual Communications In this course you will learn how to send individual and external emails and letters Communication with Constituents Campaign Emails Communication Beginner Set Up Email Audiences Emails CRM External Letter Merge Constituent Relationship Management Practice It: Relaunching a Fundraising Campaign Practice It Beginner Fundraising Set Up Fundraising Campaigns Fundraise System Communications In this course you will learn the differences between system emails and letters and how they can be used to automate communication System Emails System Letters Acknowledgements Watch It Create It Communication Practice It Course Beginner Set Up Letters Emails CRM Email version Letter templates Email schedules Email series Conditional email Acknowledgment letters Constituent Relationship Management Practice It : Registration Builder Practice It Beginner Set Up Fundraise Registration Members, Registration, and Login Practice It: Registering as a Returning Nonprofit Practice It Set Up Neon Giving Days Giving Days Registration Nonprofits Returning Nonprofit Managing Campaign Communications In this course you will learn how to use multiple sources for crafting the best audience and tracking the success of your campaigns using CRM statistics. Campaign Letters Intermediate Communication Course Maintenance Set Up Email Campaigns CRM Campaign Creation Import Live Report Newsletter Subscription Donation Summary Email Reports Building Awareness Modifying Prebuilt Automated Emails and Creating Custom Automated Emails In this course, you will learn to edit Prebuilt Automated Emails, add placeholders in email templates, and create Custom Automated Emails. Intermediate Set Up Fundraise Admin Email Communications Automated Emails 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 Practice It: Printing a System Letter System Letters Communication Practice It Beginner Set Up Letters CRM Practice It: Organizing Your Campaigns into a Group Practice It Advanced Set Up Fundraise Campaigns Administrators Practice It: Navigating Within the Neon CCM Layout Importing Your Event Registration Data This course provides learners an overview of importing event registration data into Neon CRM via the Import Manager. Data Beginner Set Up Event Registrations Import Manager CRM CRM Client Orientation Neon One Engagement 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...