Prerequisites:
CharityEngine now offers CharityEngine Academy to all clients. Please reach out to your Account Manager or Customer Support to learn more.
General
Navigating the Welcome Screen
Learn about the different components on our welcome screen
General Account Settings
In this video we go over how to update your general account settings in the configuration section. Learn how to update your default logo and default footer.
The CharityEngine Contacts Application (CRM)
What is the Contacts Application?
The Contacts application is a Constituent Relationship Management tool. It is designed to keep track of information on all of your connections. Whether it is donors, fundraisers, volunteers, organizations, companies, or staff this application will allow you to track every way you interact and communicate with them and how they interact with YOU. 
Contact Application Basics
In this video we go over how to search for contacts, build a contact report, update contact information, reset the contact's credentials, and tag a contact record.
Defining Contact Types
In this video we go over how to differentiate between the three contact types (person, household, organization).
Learn how to...
- Link people to a household record
- Link a person to an organization record
Prospect Management - Opportunities Basics
CharityEngine now offers CharityEngine Academy to all clients. Please reach out to your Account Manager or Customer Support to learn more.
The CharityEngine Donations Application
What is the Donations Application?
The Donations application is a tool that manages all of your transactions data. You may manage existing transactions or enter new ones through this application. All financial, contact, fundraising, campaign and event data for a specific transaction is stored here.
Donations Application Basics
In this video we go over how to enter a gift manually, void a transaction, refund a transaction, partial credit, manually add a tribute to a transaction, enter a pledge, and manage a sustainer.
Batch Entry Process
In this video we go over how to create a new batch template, enter a batch, and send out acknowledgements.
The CharityEngine Campaigns Application
The CharityEngine Events & Volunteers Application
Auction Basics
In this video we go over how to navigate through an auction site, create and manage an auction site, manage auction items, register and bid for auction items.
The CharityEngine Advocacy Application
The CharityEngine Online Application
CharityEngine now offers CharityEngine Academy to all clients. Please reach out to your Account Manager or Customer Support to learn more access video content regarding creating and managing web forms and Peer to Peer functionality.
Shopping Cart Basics
In this video we go over how to navigate through the shopping cart website, purchase an item, manage the shopping cart on the backend, manage products, and create a fulfillment center.
The CharityEngine Automation & Workflow Application
CharityEngine now offers CharityEngine Academy to all clients. Please reach out to your Account Manager or Customer Support to learn more access video content regarding reports, queries, and workflow automation.
