Ten Minute Tips Videos
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October 4, 2022 (no video - just link to article)
- Customizing Contact View layout
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September 27, 2022
- Tracking unsubscribe data
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September 20, 2022
- no TTT video
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September 13, 2022
- No TTT video
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September 6, 2022
- Fundraising event configurations
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August 30, 2022
- Using SIPOCS in project planning
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August 23, 2022
- Using the Switch function in reports
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August 16, 2022
- Why you shouldn't delete contacts
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August 9, 2022
- Lesser known features of NPE
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August 2, 2022
- Managing complex change chart / tool
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July 26, 2022
- Financials, Invoices, and Credits
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July 19, 2022
- No TTT video
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July 12, 2022
- Online checkout flow for via our WordPress Plug-Ins
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July 5, 2022
- How to ask for donations/participants/volunteers/members
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June 28, 2022
- Online check out flow for Pages
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June 21, 2022
- communication "fails"/issues
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June 14, 2022
- tasks & interactions, don. ack. for recurring donations, & image library
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June 7, 2022
- duplicate prevention settings
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May 31, 2022
- sending eblasts
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May 24, 2022
- No video (Terri had laryngitis)
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May 17, 2022
- handling deceased contacts
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May 10, 2022
- donation reporting shortcuts
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May 3, 2022
- syncs between NPE and 3rd party apps
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April 26, 2022
- using the interactive HTML viewer
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April 19, 2022
- tracking online activity, financial transactions not in NPE, & event registration confirmations
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April 12, 2022
- donation configurations (funds, campaigns, programs, etc.)
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April 5, 2022
- Manipulating reports "on the fly"/tips for using the interactive HTML viewer
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March 29, 2022
- DonorSearch integration, integrating online donation form with NPE (and online form best practices), adding multiple donations quickly
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March 22, 2022
- Event registration via QuickTicketing, adding multiple registration shortcuts, google calendar integration, tracking revenue from raffle tickets, "pass the hat," auctions, etc.
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March 15, 2022
- Pledge acknowledgements, tribute acknowledgements, grouping reports by household
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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
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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
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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
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February 15, 2022
- Scheduling Automatic Membership Price Increases, e-Appeals, Text-to-Donate,
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February 8, 2022
- Customizing Add Gift Screen, Tracking Stage of Development / Pipelines, Automated Workflows / Journeys
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February 1, 2022
- Overnight updates, Communication Templates, Email Deliverability
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January 25, 2022
- Configurations (genders, prefixes, etc.), Program Recipient Custom Data Set, Get Event URL / AttendEvent Placeholder / Event Invites,
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January 20, 2022
- Skipped Acknowledgements Queue, Resend Acknowledgements, Stop a Recurring Donation, Update Recurring Gift Credit Card
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April 6, 2021
- bcc email address, default reports, report descriptions, search reports, finding and deleting credits, members with multiple chains),
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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
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March 23, 2021
- duplicate prevention and online event registration
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March 16, 2021
- using advanced search
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March 9, 2021
- event set up tips & connecting NPE with Mailchimp
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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
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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
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