This is the first video or guide someone looking for a grounding in the basics of Neon should peruse. This video will cover topics related to using this software as a System User or System Administrator.
In particular, it covers the ways people access Neon (Constituent Login Portal and System User and Administrator login) and how to restrict what System Users can access. Additionally, it covers where to store key pieces of information about your organization (The Organization Profile) and your constituents (Account Standard Fields and Account Custom Fields). Lastly, it covers some foundational settings related to conducting transactions (Payment Gateway, Tender Types, and more).
- Constituent: an individual or organization that interacts with you
- System User: anyone with a login name and password to access the “back end” or administrative side of Neon
- System Administrator: system user with access to the System Settings module
- User Group/Permissions: a set of options meant to restrict access to certain aspects of NeonCRM to certain System Users
- Login Page: the URL where constituents can access the constituent login portal and system users can access the back end of Neon
- “Back End” of Neon: Neon’s user interface for system users and administrators
- “Front End” of Neon: web pages available to the public and/or constituents
- Account: a record of a constituent
- Account Standard Field: a type of input field that exists by default; available to capture attributes of Organization and Individual Accounts via forms
- Account Custom Field: a type of input field that a System User has created; available to capture attributes of Organization and Individual Accounts via forms
- Tender Type: the form of the money (check, cash, etc)
1. Familiarize yourself with the NeonCRM training and support options
Knowledge Base: written guides & videos about the system
Community Forum: connect with other NeonCRM users and post feature suggestions/feedback
Technical Support: submit technical incidents and questions to our support staff online.
Webinars: we offer regular live trainings that are open to all NeonCRM users focusing on
expert strategic advice on topics important to your nonprofit.
Private Training & Consulting: receive personalized assistance from a Neon consultant via phone and screen share conferencing. Learn about our Professional Services offerings here.
2. Get to know the NeonCRM interface
Take a quick tour of Neon’s Mission Control and learn how to navigate your way around. Find out where components are located and what their functions are so you can get the most out of your CRM.
3. Set up your System Users
You can add unlimited system users to NeonCRM and create unlimited user groups with different permissions. Up to 10 users can be logged in at the same time.
4. Import your data
If you chose to self-import your data, you can do your import once you have access to your system. Please consider there are limitations to types of data that can be self-imported. We have spreadsheet templates for each data type that you can download.
5. Configure your credit card/e-check gateway
Utilize Neon Payment Processing or integrate with a third-party payment processor to charge credit cards and possibly ACH seamlessly in the CRM.
6. Fill out your Organization Profile
Fill out your Organization Profile. This information will populate tokens (aka mail merge fields) in system emails and system letters.
7. Set up your system emails
System Emails are automated emails generated by certain triggers in NeonCRM, such as making a donation, purchasing a store item, and more.
8. Set up your system letters
Configure the content of your System Letters, which are the hard copy versions of System Emails.
9. Configure your front-end forms
NeonCRM generates forms for you out of the box, such as a Standard Donation Form, New Member Registration Form, and more. Your forms come with your logo at the top, but if you want your website's navigation at the top, purchase a Web Template Copy. You can customize these forms to add or remove fields as well as require certain fields. Once your forms are ready to go, link them to your website.
10. Configure your constituent login portal
The Constituent Login Portal allows your constituents to create login names and passwords so that they can update their contact information, view their donation history, renew their membership, and more. If you would like to encourage your constituents to create login names and passwords, you can send them a welcome email.
11. Begin Writing a Policies and Procedures Manual
We recommend that you create a written policies and procedures manual that is specific to your organization’s use of NeonCRM. Writing such a manual is best done once you are familiar with Neon and have made firm decisions about how you want to use the system. Download a sample Policies and Procedures Manual for NeonCRM here.