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Getting Started

Getting Started with NeonCRM

• ★ Getting Started with NeonCRM: Basics
• Video Library
• Instructional Video Series
• How do I check my remaining consultation time?
• Professional Services for Current Neon Users
• Getting Started with NeonCRM: for System Users

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Data Migration

• ★ Data Export Tips
• Data Export Checklist
• Exporting data from Bloomerang
• Exporting Data from Salsa
• Exporting Data from eTapestry
• Exporting Data from QuickBooks

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Webinar Companion Guides

• Secure More Support: Inspire & Engage with Event Text Reminders
• Online Custom Forms & Surveys
• Configuring NeonCRM
• Account Management
• Online Standard Form Setup
• Fundraising Setup & Reporting

See all 10 articles

FAQ & Tips

Common Support Items

• ★ Common Issues & Solutions
• ★ Contacting NeonCRM Technical Support
• ★ NeonCRM Scheduler
• How to Search for Existing Accounts
• Fraudulent Transactions
• Donations vs. Memberships in NeonCRM

See all 18 articles

Support Tips & Suggestions

• Advanced Grant Ideas
• Associating Events and Donations
• Cancelling and Deleting Transaction Records
• Conditional Emails for Honor/Memory Donations
• Configuring Forms for International Payments
• Create a Conditional System Email or Letter for Recurring Donations

See all 23 articles

Guides

System Settings & User Management

• ★ Neon Payment Processing
• ★ Gateway Settings for Credit Card or eCheck Payments
• Spam Prevention
• Bulk Operations - Bulk Edit or Delete
• Membership Discounts
• Credit Card Swiper

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Importing Data

• ★ Import Manager Troubleshooting
• ★ Importing Data in NeonCRM
• Importing Data with Special Characters
• Reviewing Your NeonCRM Custom Import
• Preparing Membership Data
• Importing Accounts and Transactions In a Single Spreadsheet

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Forms & Web Pages

• ★ Custom Forms & Surveys
• ★ Configuring Standard Web Forms
• PayPal Standard vs. PayPal Pro (and other gateways)
• Alternate Web Templates
• News Posts
• Viewing & Printing Transaction History from the Constituent Login Portal

See all 24 articles

Email Communication

• ★ System Emails
• Email Opt-Outs
• Send Campaign Emails
• Event Registration & Purchase Acknowledgement System Emails
• Using <<Tokens>>
• Email Campaign Statistics

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Mailings

• Campaign Letters
• Mail Merge for External Letters
• Letter Templates
• Generating Mailing Labels
• Adding Mail Merges to Material Tracking
• Year-End Communications

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Accounts

• ★ Duplicate Accounts
• Data Privacy and Consent (GDPR Compliance)
• All Accounts
• Origin Tracking
• Favorite Accounts
• Account Flags: Do Not Contact & Deceased

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Reporting

• ★ Types of Reports
• Executive Reports
• Date Ranges and Dynamic Dates
• Dashboards, Widgets, and Mission Control
• Creating a Report of Updated Existing Accounts
• Year-End Reporting

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Fundraising

• Social Fundraising for System Users
• User Guide for your Social Fundraisers
• Anonymous Donations
• In-Kind Donations
• Year-End Donation Entry
• Fundraising Campaigns

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Events

• ★ Creating Events
• Managing Event Attendees
• Entering Event Registrations as a System User
• Registering for Multiple Events
• Conditional Ticket Prices
• Marking Event Attendance

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Membership

• ★ Getting Started with Memberships
• Membership Settings
• Auto-Renew Memberships
• Organization Group Memberships
• Household Group Memberships
• Membership Custom Forms

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Automation

• Workflows

Store

• Creating Store Orders as a System User
• Digital File Download Products
• Store Inventory and Orders
• Store Products
• Store Settings

Volunteer and Time Tracking

• Publishing Projects and Accepting Applications
• Volunteer Projects - An Overview
• Submitting and Approving Hours, Expenses, and Mileage
• Volunteer Projects - Volunteers
• Volunteer Projects - Groups
• Volunteer Projects - Projects

Document Center

• Document Center
• Document Center Settings

Announcements

Announcements

• EU General Data Protection Regulation (GDPR)
• [Service Notification] Neon Email Server Migration
• [Service Notification] iFrame Security Update
• [RESOLVED][Service Notification] Facebook Login - NeonCRM

Release Notes

• ★ Release Notes May 5th, 2018
• Release Notes April 8th, 2018
• Release Notes March 10th, 2018
• Release Notes February 10th, 2018
• Release Notes January 13th, 2018
• Release Notes December 16th, 2017

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Integrations

Constant Contact

• Constant Contact

How to Integrate with NeonCRM

• How to Integrate with NeonCRM

QuickBooks

• QuickBooks Overview
• Connecting NeonCRM to QuickBooks
• Using the QuickBooks Integration
• NeonCRM & QuickBooks: Sample Mapping Options
• (Video) Connecting NeonCRM to QuickBooks

Integrations With NeonCRM

• ★ NeonCRM Mobile Apps
• Syncing Eventbrite to NeonCRM
• Double the Donation integration
• Address Updates with Melissa Data (NCOA)
• DonorPath Integration
• DonorSearch Integration

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MailChimp

• Connecting MailChimp to NeonCRM
• Using MailChimp with NeonCRM

Webinar Series

Webinar Series Resource Guides

• The Strategic Formula for Nonprofit Email Appeal Success
• Effective Fundraising Data: What & How To Use
• Simplify, Modernize & Monetize Fundraising Events
• Charitable Solicitation Registration: Top Things You Need to Know
• Considering Equity, Diversity, and Inclusion in Your Mission
• Workflows: Using Automation to Build Capacity

See all 27 articles

Inspire Websites

Managing your Inspire Website

• ★ How to Navigate your Inspire Website
• How to use Yoast SEO in your Inspire Website
• Inspire Glossary
• Accessing your Inspire Website
• How does my Inspire Website go "Live” on my Domain?
• Managing your Inspire Website's Users

Building your Inspire Website

• ★ Editing your Inspire Website Homepage
• Creating the Information Architecture for your Inspire Site
• Questions for your New Inspire Site
• Top 10 Menu Tips for your Inspire Website
• Adding Social Media Links to your Inspire Website
• Creating Posts in your Inspire Site

See all 14 articles