Posts by jamie

3.1 NeonCRM: Knowing Your Supporters

Knowing Your Supporters finding accounts, viewing data on an account, customizing account view relationships, custom account data tracking reporting on their identities – who is in the Chicagoland area (show off radius reporting?) Communications Mass Communications Newsletters – Distribution Lists Workflows Case Study: Hardy Girls Healthy Women

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2.1 NeonCRM: Access

Access Cloud-based NeonCRM is a web application, so you can view and edit your data from any browser. Don’t worry- we’ll keep it secure. NeonCRM is PCI Compliant. System Users As many (or as few!) people can access your CRM as you choose. A System Administrator can see, edit, and delete all data in the…

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1.3 Introduction

Introduction NeonCRM is an all-in-one platform for tracking your supporters and their relationship with you in the hopes of raising more.

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1.1 Welcome

The Need Let’s start with a story. At one of my previous jobs, all program staff got an email before our annual appeal,. “Send us your lists of donors and volunteers!” I’d then copy a few Google Sheets, supplement with data from my inbox, and send it off as an Excel file to the Board. Each…

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Departure Station

Welcome! I’m excited for you to learn to use NeonCRM as it relates to your position & responsibilities.  First, about this learning system: We’ve created a series of seven tracks, each geared toward a different identity of a Neon user. Each track is a path, taking you through all the parts of NeonCRM other System Administrators in…

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Station 1: Preparation

Before setting up memberships in Neon, this track will make sure Neon’s memberships module is a fit for your memberships and then cover how to process payments in Neon. Memberships versus Donations, Members versus Accounts Recently, I’ve received a couple member cards in the mail in response to gifts I gave nonprofits. They consider me supporting…

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Station 1: Setting up Neon for Success

What is a Payment Gateway? NeonCRM records all transactions that occur through it, but does not actually trigger the transfer of funds from one bank account to another. That last piece is accomplished by a payment processor, also known as a payment gateway. If you plan on allowing donors to give online via credit card,…

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Station 2: Creating Membership Levels

The best way to understand the components of and learn to create memberships in Neon is to see it. Grab a snack, settle in, and watch the next 20 minutes of this instructional video: Understand membership level, type, and term? Check out your existing membership levels or create a new one now! Membership Settings The settings…

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