Ten Minute Tips Videos

Ten Minute Tips Videos

• October 4, 2022 (no video - just link to article)
  • Customizing Contact View layout
• September 27, 2022
  • Tracking unsubscribe data
• September 20, 2022
  • no TTT video
• September 13, 2022
  • No TTT video
• September 6, 2022
  • Fundraising event configurations
• August 30, 2022
  • Using SIPOCS in project planning
• August 23, 2022
  • Using the Switch function in reports
• August 16, 2022
  • Why you shouldn't delete contacts
• August 9, 2022
  • Lesser known features of NPE
• August 2, 2022
  • Managing complex change chart / tool
• July 26, 2022
  • Financials, Invoices, and Credits
• July 19, 2022
  • No TTT video
• July 12, 2022
  • Online checkout flow for via our WordPress Plug-Ins
• July 5, 2022
  • How to ask for donations/participants/volunteers/members
• June 28, 2022
  • Online check out flow for Pages
• June 21, 2022
  • communication "fails"/issues
• June 14, 2022
  • tasks & interactions, don. ack. for recurring donations, & image library
• June 7, 2022
  • duplicate prevention settings
• May 31, 2022
  • sending eblasts
• May 24, 2022
  • No video (Terri had laryngitis)
• May 17, 2022
  • handling deceased contacts
• May 10, 2022
  • donation reporting shortcuts
• May 3, 2022
  • syncs between NPE and 3rd party apps
• April 26, 2022
  • using the interactive HTML viewer
• April 19, 2022
  • tracking online activity, financial transactions not in NPE, & event registration confirmations
• April 12, 2022
  • donation configurations (funds, campaigns, programs, etc.)
• April 5, 2022
  • Manipulating reports "on the fly"/tips for using the interactive HTML viewer
• March 29, 2022
  • DonorSearch integration, integrating online donation form with NPE (and online form best practices), adding multiple donations quickly
• March 22, 2022
  • Event registration via QuickTicketing, adding multiple registration shortcuts, google calendar integration, tracking revenue from raffle tickets, "pass the hat," auctions, etc.
• March 15, 2022
  • Pledge acknowledgements, tribute acknowledgements, grouping reports by household
• March 8, 2022
  • Review Your Settings - Main Point of Contact For Your Organization, Activate / Deactivate Modules, Inactivate (DO NOT DELETE) Old Users, Basic Dashboard Layout, View Contact Layout, Hygiene Rules, Duplicate Prevention, Email Notifications
• March 1, 2022
  • Reporting Tips, Search by a Total in Advanced Search, Find First/Minimum Value, Find Last/Maximum Value, Scheduling Reports, Filter by Relative Dates / Evergreen Reports, Filter by Total Amount, Reporting Master Class
• February 22, 2022
  • Error Messages - Runtime Errors, Error Accessing Reporting, Spinning Wheel When Exporting, Lock Icon in Reporting, "Something Has Gone Wrong" / Yellow Triangle Error
• February 15, 2022
  • Scheduling Automatic Membership Price Increases, e-Appeals, Text-to-Donate,
• February 8, 2022
  • Customizing Add Gift Screen, Tracking Stage of Development / Pipelines, Automated Workflows / Journeys
• February 1, 2022
  • Overnight updates, Communication Templates, Email Deliverability
• January 25, 2022
  • Configurations (genders, prefixes, etc.), Program Recipient Custom Data Set, Get Event URL / AttendEvent Placeholder / Event Invites,
• January 20, 2022
  • Skipped Acknowledgements Queue, Resend Acknowledgements, Stop a Recurring Donation, Update Recurring Gift Credit Card
• April 6, 2021
  • bcc email address, default reports, report descriptions, search reports, finding and deleting credits, members with multiple chains), 
• March 30, 2021
  • updating main point of contact for your NPE account, generating account statements, using NPE in a private browser window, using the date picker in NPE
• March 23, 2021
  • duplicate prevention and online event registration
• March 16, 2021
  • using advanced search
• March 9, 2021
  • event set up tips & connecting NPE with Mailchimp
• March 2, 2021
  • "headers too long" error message, working with templates / not seeing image in PDF templates, how to save reports / "read only" error in reports
• February 23, 2021
  
  • inactivate (don't delete!) users, alerts while merging duplicates, processing donation acknowledgements, sending event invites & notifications, difference between email and print templates