Video Library


Welcome to the Video Library! This page contains the short videos we've produced as feature announcements, module overview, and tips for using Neon effectively.


Contents

Social Fundraising

  • Recorded March 30, 2017
  • At the end of this session, you will know how to:
    • Create a detailed strategy for your peer-to-peer fundraiser
    • Create a social fundraising campaign in NeonCRM
    • Customize the defaults for social fundraising pages
    • View current social fundraising pages

Should I Use the Consituent Login Portal?

  • Recorded March 10, 2017
  • At the end of this video, you will have the information to decide whether to
    • encourage all constituents to log in before completing a transaction
    • allow constituents to choose whether to use the Portal
    • not use the Portal at all

Connecting NeonCRM to QuickBooks

      • Connect NeonCRM to QuickBooks
      • Format your connection
      • Map Transaction Types to Service Items/Classes/Deposit-to Accounts
      • Sync Transactions from NeonCRM to QuickBooks

Donation Entry

  • Single Donation Entry: recorded April 18, 2016

  • Part 2: Batch Donation Entry: recorded April 20, 2016

Year End Wrap Up

  • Recorded December 25, 2015
  • At the end of this session, you will know how to:
    • Create a fundraising campaign
    • Manage your online donation form
    • Create a mailing list for your year-end appeal letter
    • Create and send a year-end email blast

Volunteer Management

  • Recorded October 17, 2015
  • An overview of the volunteer module.

Preparing for Your Year-End Appeal

  • Recorded September 25, 2015
  • At the end of this session, you will know how to:
    • Add year-end donations (manual and in batch)
    • Send year-end donation history email
    • Track letters, packages, and other materials
    • Report on revenue, engagement, and growth

Reporting Enhancements

  • Recorded September 12, 2015
  • An overview of reporting enhancements.

Using the NeonCRM Store

  • Recorded April 28, 2015
  • At the end of this session, you will know how to:
    • Manage your storefront’s layout
    • Create and manage products and organize by product type or catalog
    • Manage taxing and shipping & handling
    • Manage inventory
    • Create store discounts
    • Process store orders


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