Prerequisites: 
CharityEngine now offers CharityEngine Academy to all clients. Please reach out to your Account Manager or Customer Support to learn more or to request login credentials. 

Please Visit: CharityEngine Academy

General

General Account Settings

The CharityEngine Contacts Application (CRM)

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.

• Navigating Through CharityEngine with Left Bar Navigation
• Web Forms: Using the WYSIWYG Editor for Forms and Emails
• Queries: What Can I Do with Queries - Locating Contacts Within X Miles
• Queries: What Can I Do with a Query: Donations Within X Days
• Queries: What Can I Do with Queries - Event Registration
• Email Blast: How to Configure a Sender Override
• Donations: Assigning a Transaction to A Sustainer, Membership, or Pledge Account
• Shopping Cart: Creating a Fulfillment Center
• Manually Entering Trusted IP Addresses
• Configuration: Setting Up Multi-Factor Authentication
• Shopping Cart: How to Configure the Checkout Subtab
• Shopping Cart: How To Create a Shopping Cart to Sell a T-shirt
• Shopping Cart: Custom Fields and Variants for Products
• Shopping Cart: Configuring Product Inventory
• Shopping Cart: How To Create Products
• Opportunity - Moves Management: How to Automatically Create an Opportunity Using the Trigger Tool
• Web Forms: Character Limit on Text Fields
• Web Forms: How to Manage Out-of-the-Box Donation Block
• Event Registration: Assigning Multiple Payments to a Single Registration
• Queries: What Can I Do With Queries - Resend Initiatives to Contacts Who Have Not Opened Them
• Events: How to add Custom questions/Survey Questions to Event Forms
• People App: Creating a New Person Contact from an Organization Record
• Web Forms: Creating and Mapping Custom Field on a Form
• Web Forms: How to Add an Email Opt-In List
• Web Forms: How To Configure the Form Field Display
• Opportunities - Moves Management: How to Create a Simple Track for Opportunities
• Online: Constituent Portal Front End
• People App: Managing Contact Status Types and Priority
• People App: How to Easily Bulk Update Contacts (Groups, Solicitors, Activities, Opt Ins, etc.)
• Sending Email Campaigns from the Contact Listing Screen
• Web Forms: How to Add an E-Card to a Form
• Opportunity - Moves Management: Opportunities Standard Reports
• Opportunity - Moves Management: How to Link a Transaction to an Opportunity
• How to Use the Conditional Block
• Transactions App: Removing A Tribute from a Transaction
• Web Forms: How To Customize Out of the Box Sections and Fields
• Sustainer Records: How to Deactivate Sustainers in Mass
• Contact Records: Creating Custom Field Groups and Custom Fields
• Web Forms: How to Create a List Sign Up Form (Contact Type Web Forms)
• API Configuration: How to Configure your WealthEngine API Key
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Configuration App: Regions in CharityEngine – Where to find them and how to use them
• Communication: How to Send Messages from Listing Screens
• Creating an Event with Free Tickets
• Configuration: User Role Permission Levels
• Contact App: How to Add (and Delete) a Solicitor to a Contact Record
• Transaction App: How to Add a Tribute to a Web Form
• How to Acknowledge Tributes and Manually Create Tribute Acknowledgements
• Contact Management: Contacts Who Are Online Now
• Tributes: How to Clean Up Tributes with Acknowledges
• Data Importing: How to Import Relationships
• Tributes: How to Clean Up Tributes without Acknowledges
• Workflow & Automation: Data Governance - Transaction Management (Duplicate Transactions)
• Contact Records: Addresses
• Web Forms: How to Assign Tags through Form Submission
• Web Forms: How to Hide Tickets on an Event Form
• How to Bypass Payment Information on a Free Event
• Developer: API - Public API Troubleshooting
• Automation & Workflow: A Basic Understanding of Triggers
• People App: Contact Emails
• Volunteers App: How to Set up and Leverage Volunteers App in CharityEngine
• People App: How to Add Badges to a Contact Record
• MobilePay Data Tracking & Reporting
• Allowing Organizations to Donate on Web Forms
• People App: How to Manually Validate Email Addresses
• Printing the Contact Summary Page
• Integration API for Developers
• Email Campaign: Email Blacklist Management
• Custom vs Shared Sending Domains
• People App: How to Identify and Use the Outlook & Constituent Ranking
• People App: Record Page Overview
• Data Import: How to Import Soft Credits
• Configuration: Configuring Systemic Salutations
• Automation & Workflow: Manually Sending Year End Statements to Households
• Contact : Notes
• Contacts: My Preferences
• Browser Security Changes & Iframeing CharityEngine Donation Forms & Online Fundraising Apps
• Contacts: Files
• Contacts - Editing Contact Record Panels
• Transaction App: Comprehensive Guide for Usage and Management of Tributes
• People App: Quick Actions
• Opportunities & Moves Management: Comprehensive Guide for Set Up, Configuration & Reporting
• Opportunities - Moves Management: How to Create a New Opportunity
• Advocacy: How to create an audience for a communication initiative
• Dashboard: Navigating the Welcome Screen
• People App: How to Create and Manage Household Contact Records
• Data Governance: How to Manage Data Storage Limits
• Data Importing: How to Import Contact - Organization Data
• Data Importing: How to Import Contact - Household Data
• People App: Adding Contacts to Your Basket for Exporting
• People App: A Guide to the CharityEngine Projects Feature
• Events: Adding QR codes to Emails to Check-in & Management of Tickets
• People App: Relationships & Connections
• Web Forms: Preventing Fraudulent Activities with Security Settings & Features
• Queries: What Can I Do with Queries - Creating A Comm List including People, Households, Orgs
• Reports & Analytics: How to Use the Constituent Density Report
• Auctions App: Creating, Managing, and Closing an Online Auction
• Online: User Center Ticket Management
• Connect to Swiper for Apple Devices
• People App: How To Set Your User Preferences
• Campaigns App: Media Channel vs. Response Channel
• Outlook Connector
• Transactions: Matching Gifts for Employee Giving
• People App: People, Households, & Organizations Search
• Web Forms: Creating a Donation Form (or other Web Form) - What’s Standard/Out of the Box?
• Online: Online Constituent Portal Configuration
• Sustainers: How to Create and Manage Recurring Donors
• Email Deliverability Best Practices
• Events & Volunteers: Locations
• Data Importing: Contacts & Use of Contact Matching
• Events & Volunteers: Sessions
• Events & Volunteers: Speakers
• People App: How to Create, Use and Manage Cases
• Transaction App: How to Manually Create Soft Credits
• How to Submit a Customer Support Request Ticket
• Automation & Workflow: Merge History
• Opportunities - Moves Management: How to Set-up Solicitors and Defining Types of Solicitors
• Recycle Bin
• General: Global Search
• Contacts : Deleting Contacts in Bulk
• Opportunities - Moves Management: Locating and Managing Existing Opportunities
• API Query Mode
• Reordering Form Fields
• Peer-to-Peer: Configuring Tickets for P2P Hosted Events