CRM Version 2.0
We offer free daily training on our CRM v2; go to http://fundlyevent.com/fundly-crm to see a list of all of our upcoming webinars. We also have a live drop-in help session every day.
Getting Started Guide
- CRM Getting Started Guide for System Administrators (Version 2+)
- CRM Getting Started Guide for New Staff/Users (Version 2+)
- Modularization (Turning Off Unwanted Modules)
- Recorded Webinar: Getting Started with CRM
- Out of Box - Contact Configurations
- Fundraising Configuration Video (Version 2+)
Newsletters/Release Notes
- Sign up for Webinar Notifications and General Updates
- New Release News - May 18, 2020
- April 16, 2020 - New Release News
- CRM Pre-Release News April 2020
- Changes to Pages Sneak Peek - March 4, 2020 (webinar recording)
- February 26, 2020 - Custom Form Integration and Pages Redesign Sneak Peak Are Here!
Account
- Adding your organization's logo
- Application Roles (Version 2+)
- CRM Features & Pricing
- FAQ - How do I update my Credit Card on file?
- FAQ - How do I update my password?
- FAQ - What are the additional fees I am seeing on my statements?
Appeals (Direct Marketing & e-Appeals Modules)
- Direct Marketing: Configuration - Output Templates
- Direct Marketing: Configuration - Scanlines
- Direct Marketing: Configuration - Seeds
- Direct Marketing: Configuration - Transcodes
- Direct Marketing: Creating Appeals Part I - Creating Appeals and Selecting Segments
- Direct Marketing: Creating Appeals Part II - Configure Packages and Output
Auctions
Communications
- FAQ: Problem with Email Communications (Spam, Bad Email, Not Receiving)
- FAQ: How to Set Up SendGrid's Domain Authentication
- Blacklisting/Blocking of Emails From Free Accounts
- Templates: Add/Edit Templates Part I - Create Basic Template
- Templates: Add/Edit Templates Part IIa - e-Appeal Templates
- Templates: Add/Edit Templates Part IIb - Event Invite, Notification, and Registration Confirmation Templates
Contacts
- Configure Contact Types (Version 2+)
- Configure: Default Salutations
- Configure Demographics (Version 2+)
- Configure Email and Phone Types (Version 2+)
- Configure Prefixes and Suffixes (Version 2+)
- Configure Relationships (Version 2+)
Custom Data Sets
Dashboards
- Basic Dashboard Part I: Overview
- Basic Dashboard Part II: Configuring the Basic Dashboard Layout
- Smart Dashboards Part I: Overview
- Smart Dashboards Part II - Activating Smart Dashboards
- Smart Dashboards Part IIIa: Fundraising Dashboard Overview
- Smart Dashboards Part IIIb: Events Dashboard Overview
e-Store
- e-Store Configurations Part I: Configure Default Sales Tax
- e-Store Configurations Part II: Add/Edit Product Categories
- e-Store Configurations Part III: Add/Edit Products
- e-Store Manage Orders Part I: Add Order
- e-Store Manage Orders Part III: Manage/Edit/Cancel Pending Orders
- e-Store Manage Orders Part IIIb: Cancel Orders Online
Events
- Events Webinar Recording
- Integrating Fundly CRM Events With Your Website (Webinar Recording)
- Configure: Default Hosts (Version 2+)
- Configure: Default Registration Types (Version 2+)
- Configure: Default Other Items (Version 2+)
- Configure: Search Categories (Event Tags)
Financials and Invoices
- Donations vs Event Fees vs Membership Fees Webinar Recording
- Financials and Invoices Webinar Recording
- Configuration: Account Classes (Version 2+)
- Configuration: Chart of Accounts (Version 2+)
- Configuration: Discount Codes
- Configuration: Expense Groups (Version 2+)
Fundraising
- Raising Money Webinar Recording
- Configuring Your System for Donation Entry Webinar Recording
- Configure Funds, Programs, Campaigns, Chart of Accounts, and Account Classes - READ ME FIRST
- Configuration: Ask Array (Required)
- Configuration: Amount Group, Frequency Group, & Recency Groups (Optional - But Recommended)
- Configuration: Campaigns (Optional)
Grants
Import Utility
- Import Templates
- Import Utility/Importing Tips
- Limitations of the Import Utility
- Import Utility: Importing Individual Contacts Part I - Overview
- Import Utility: Importing Individual Contacts Part II - Prepare Your Data
- Import Utility: Importing Individual Contacts Part III - Import Details
Interactions and Tasks
Meals Module
- Overview
- Client Configurations: Configure Client Liaisons
- Client Configurations: Configure Closure Reasons
- Client Configurations: Configure Diagnoses
- Client Configurations: Configure Dietary Restrictions
- Client Configurations: Configure Referral Source
Membership
- Membership Webinar Recording
- Configuration: Benefits (Version 2+) (Optional)
- Configuration: Membership Forms (Version 2+) (Strongly Recommended)
- Configure Membership Levels Part I - Basic Settings
- Configure Membership Levels Part II - Pricing Settings
- Configure Membership Levels Part III - Benefit Settings
Mentoring Module
- Mentoring Module: Activating/Deactivating Mentor Module
- Mentoring Module: Add Schools & Add Districts
- Mentoring Module: Add Mentors
- Mentoring Module: Add Mentees
- FAQ: How to Re-Activate an Ex-Mentee
- Mentoring Module: Matching Mentors & Mentees
Reports
- Custom Report Request
- FAQ: Why Am I Receiving an Error Every Time I Try to Run a Report?
- Exago User Guide (Version 2+)
- Exago Support Library Link
- Reporting: Quick Start Guide to Reports Module - READ ME FIRST
- BASIC REPORTING PART I: Getting Started (REQUIRED)
Chapters
Integrations
- CRM Integrations
- VolunteerEasy Sync
- Fundly: Enabling/ Turning on the Sync
- Fundly: Syncing a Campaign
- Fundly: Syncing an Event
- Donor Search: Fundraising with Donor Search Webinar Recording
Integrate CRM With Your Website (Pages and Plug-Ins)
- CRM - Website Integration Options Compared
- Pages Configurations and Settings Part I: Configure Look and Feel (Version 2+)
- Pages Configurations and Settings Part II: Configurations
- Pages Configurations and Settings Part III: Activate Pages
- FAQ: How do I get the URL for my public/live Page(s)
- Pages Configurations and Settings Part IV: Configure Fundraising Pages (Version 2+)
Migration
Payment Processing
- Guide to Stripe Payments
- PCI Compliance / Update Your Payment Gateway Account Settings
- Stripe: Create Your Stripe Account
- Stripe: Processing Fees
- Stripe: Security
- Stripe: Linking Stripe To CRM