CRM Version 2.0
We offer free daily training on Fundly 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 Friday.
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
- Changes to Pages Sneak Peek - March 4, 2020 (webinar recording)
- February 26, 2020 - Custom Form Integration and Pages Redesign Sneak Peak Are Here!
- January 7, 2020 - New Release News
- November 12, 2019 - New Release Notes
- Changes to Pledges and QuickBooks Sync Sneak Peek October 24, 2019 Webinar Recording
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
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
- 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)
- Configuration: Funds (Required)
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 Form
- 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
- CRM - Website Integration Options Compared
- Website Integration: Public Profile Log-In Help (Pages and WordPress Plugins)
- VolunteerEasy Sync
- Fundly: Enabling/ Turning on the Sync
- Fundly: Syncing a Campaign
Integrate with Your Website - Pages
- Public Pages
- FAQ: How do I activate Pages? (Version 2+)
- FAQ: Using Pages in IFrame / Same Origin Error
- Configure Look and Feel (Version 2+)
- Configure Fundraising Pages (Version 2+)
- FAQ: My Donation Page doesn't have any options for giving.
Integrate With Your Website - Wordpress Plugins
- Wordpress Plugin Pricing and Technical Requirements
- HTTPS/SSL - FAQ
- Wordpress Plugins Configurations and Settings Part 1 - General Tab (for all plugins)
- Wordpress Plugins Configurations and Settings Part 2a - Donation Plugin
- Wordpress Plugins Configurations and Settings Part 2b - Event Plugin
- Wordpress Plugins Configurations and Settings Part 2c - Membership Plugin
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