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Explore our CRM & Fundraising App Training Videos!
Mahum Khalid 5/11/2022 2:21:00 PM

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 Opp Basics
In this video we go over how to search for prospects using contact filters, assign a solicitor to contacts in bulk, create and assign activities to a solicitor in bulk, create an opportunity, and update opportunity stages.




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


What is the Campaigns Application?
The Campaigns application is a tool that allows you to create and send emails, upload images to your media library, monitor outreach efforts, and create and send drip-campaigns.


Email & Campaign Basics
In this video we go over how to design an email creative, save an email as a template, send an email blast, create an opt-in list, send a test email, set up personalized tracking links, and create a campaign.


Selecting an Email Audience
In this video we go over how to create an opt-in list, add people to the list, and send an email blast to that list. 



The CharityEngine Events & Volunteers Application


What is the Events & Volunteers Application?
The Events & Volunteers application is a tool that allows you to create and manage events, easily pull registration reports, and seamlessly communicate with your registrants.


Event Basics
In this video we go over how to create an event, create a registration form, add event survey questions, pull a registration report, email registrants, and add tickets and sessions.


Event Registration Reporting
In this video we go over how to manage tickets after registration, build a report using the report builder, send an email to registrants, check people in at the event, and view popular event reports.


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


What is the Advocacy Application?
The Advocacy application is a tool that allows you to encourage contacts to take legislative action, create advocacy issues and default messaging, and share your advocacy page on social media.


Advocacy Basics
In this video we go over how to create and manage an issue, act on an issue, view actions taken on an issue, and create a custom target.




The CharityEngine Online Application


What is the Online Application?
The Online application is a tool that supports your donation processing, event registration, and online fundraising efforts through the management of donor facing portals. 


Peer-to-Peer Basics
In this video we go over how to create a peer-to-peer site, differentiate between the different p2p types, customize your dashboard, and reset a registrant's password for p2p.


Web Form Basics
In this video we go over how to create a donation form, set the default fund, GL code, respond channel on a form, design your web form, edit gift string amounts, enable and set donor processing fees, create and edit form fields, create custom landing and success pages, and customize the auto-responder (email confirmation).


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


Reporting Basics
In this video we go over how to access canned reports, create a report using the report builder, make a report shared, schedule a report, navigate the query builder, and export & schedule a query.



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