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
- QuickStart Video To Customizing Viewing Contacts
- Out of the Box Contact Configurations
Newsletters/Release Notes
- Sign up for Webinar Notifications and General Updates
- New Release Notes - 2021 Releases
- New Release News - 2021.6
- New Release News: Contact View Changes Coming June 21st!
- New Release News 2021.2 - Exago Upgrade
- New Release News 2021.1 - January 20, 2021
Ten Minute Tips Video Series
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
Automations
Communications
- FAQ: How Spell Checker Works
- Classroom Configuration/Adding Classroom to an Event
- 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
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 Ib: Add Order Online
- e-Store Manage Orders Part II: Manage/Edit/Cancel Pending Orders
Events
- Activate Event Classroom
- Events Webinar Recordings
- Integrating Fundly CRM Events With Your Website (Webinar Recording)
- Events: Set Up Zoom Integration
- FAQ: Zoom Event Integration Quick Start Guide
- Configure: Default Hosts (Version 2+)
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
- Donor Search: Fundraising with Donor Search Webinar Recording
- Engaging Staff, Volunteers, and the Board in Fundraising (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)
Grants
- Finding and Applying for Grants Webinar Recording
- Grants: Add New Grant Application (Version 2+)
- Grants: Approve Grant Application
- Grants: Reject Grant Application
- Grants: Record or Edit Grant Payment(s)
- Grants: Edit or Delete Grant
Import Utility
- FAQ: Saved Field Mapping Library
- 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
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
- Reporting Guide
- FAQ: Why Am I Receiving an Error Every Time I Try to Run a Report?
- Introduction to Evaluation (webinar recording)
- Exago Support Library and Resources
- Reporting: Quick Start Guide to Reports Module - READ ME FIRST
Chapters
Integrations
- CRM Integrations
- Fundly: Enabling/ Turning on the Sync
- Fundly: Syncing a Campaign
- Fundly: Syncing an Event
- Donor Search: Donor Search Basics/Overview
- Donor Search: Wealth Information Profile Terms/Definitions
Integrate CRM With Your Website (Pages and Plug-Ins)
- CRM - Website Integration Options Compared
- Widgets: Create Donation Widget (Version 2+)
- Integrating Your Website with CRM for Donations (Webinar Recording)
- 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