0:04 All righty, folks, thanks for joining. Looks like we have some folks already starting up in the chat. So, 0:11 welcome. Hi bet. 0:15 Hi, Kayla from New York. Yeah, if you guys want to go ahead and actually type in, where you are located or where you're turning, tuning in from. We always like to get a good lay of the land. A lot of New Yorkers today. Both me and Anna are actually tuning in from Colorado. We have Laura tuning in from Utah. 0:44 So Mountain West out here. Welcome and well, 0:53 we'll wait just a few more minutes just at the top of the hour to get started. I'm curious for those that are currently in the room with us today. If you attended last month's webinar out of curiosity. Yay. Awesome, Judy. Hi, Daniel. chiming in from Wisconsin. Okay, Susie. So this is your first one. Great. Well, well, we'll be looking forward to some of your feedback at the end of this looks like yeah, we have a few first timers with us. No worries. Great. Well, welcome. We're excited to be kind of showcasing these these monthly CRM release webinars, these will be happening, of course every month. So we'll be launching kind of the registration for January 2023 soon. So we'll be sure to get those all on the calendar. So you can go ahead and register for all of those. But we will be utilizing the chat functionality today. We definitely want to hear a lot of user feedback from you. So feel free to comment. And we'll be asking a few questions, taking a poll of some of the features later within the webinar. But excited to get started here in just a minute. Great, so I think it is the top of the hour. Hi, Aaron. tuning in from Peace belly Nature Center. Welcome. So we'll go ahead and get started. So if we want to go ahead and do the intro slide here. Or just kidding, we can, we can just introduce ourselves. So for those of you, my name is Sam, I am the Product Marketing Manager here at NEON one. Many of you have maybe joined some of my webinars in the past. But looking forward to kind of walking you through today's features and what's been newly released. And I will go ahead and hand it over to 3:36 Anna. Awesome. 3:45 No worries. I'm very excited to connect with you all today. For those of you who are new, my name is Anna Van Cleef, and I'm the product manager for CRM, along with a few other products here at NEON one, and very excited to connect with you today. We'll be kind of going back and forth between Laura, myself and Sam. And so you're gonna get a mixture of all of us. And thank you for Aiden for being the hurry person inside of QA helping to address many of the questions and queuing up things that will save for later. So going into what is happening in this release, we want to start just like we did last time with our target personas. And really this concept again, for those of you that are new personas are just types of roles. Personas are the different types of responsibilities that the the folks that we're trying to help and serve, may represent. So just because we're showing, for example, the membership director, the volunteer director, it doesn't mean that you have to have that title. It just simply means that you're managing volunteers or you're driving the day development and fundraising efforts for your organization. So these are just representations. And I have full confidence that some of you are many of these. So with that in mind, this is just a representation of who we're working to serve in this particular release. And we're going to come back and talk about the benefits to each of them towards the end. But for this specific release, we have two key features. Now, the first is our file manager enhancements. And back in October, we made one great enhancement, where we made file storage unlimited for everyone. But we're also adding some new capabilities that I'll dive into for in a second. Another feature though, is the attachments on forms long awaited. And so we'll be diving into both of these, what the problem was, what the solution is, and a demonstration of what that looks like. So diving into that a little bit more, when we talk about the file manager improvements. The really big problem here is that, in the past, when we did have limits on file storage, you might not even know that you were completely run out of all of your storage, because not all of the files were stored here. Now that needed to be solved. But as we made the storage Unlimited, we wanted to improve the experience of the file explorer and the file manager process. So we've enhanced the UI, the user interface, but we've made the process easier, we've made everything visible. And we've made it cleaner when you're wanting to show information to your constituents in the constituent login portal. The next item is around those attachments on forms. So when you're looking at our new forms, not our legacy forms, but our new forms. For accounts, memberships and donations, you're able to leverage a new custom field to define what you want your attachments to be. And if you're trying to collect something, whether that's a volunteer form of background information, or if you're just trying to seek information around interest and things like that in the form of a document, you'll now be able to load those in from my constituents perspective, and send those to you as the users. So we're going to see what this looks like. And it provides a lot of flexibility for you all, when it comes to collecting information in the forms of attachments. But that's not it. There are some additional features and functionality that we're releasing in December, December as well. And are actually it's already released happened on Saturday. So we're doing an enhancement to our double donation with our new donation forms. So if you're in production using double the donation, you're already going to see the capability this improvement on the new forms. And Laura is going to demonstrate a little bit of that for us. But there's going to be a whole webinar talking about double the donation. So definitely recommend you check that out. Other things is that we've added donor cover fees to the recurring schedule donations. So now just one would be covered. But all of them, we've added transaction origins to the transaction detail pages. Basically, this is a way for you to see which form a donation came in from. The other part is adding credit card offline and Pay Pal tender types to the batch donation entries, and adding new capabilities for allocations on the new donation forms. So double the donation and allocation for the new donation forms are also something Laura will be showing us today. So without further ado, Laura, it's all yours. 8:57 Thanks, Anna. I'm going to swap over to a demo system here. I'll come back to this file types in just a second. And sorry for sharing the wrong webinar deck originally, I'll get that out of the way here. So I'm going to kind of go in the order that Anna just talked about these features. So the first thing on the list is the updates to the file manager actually want to start with the updated UI user interface, as Anna mentioned, inside the login portal. So this will be what your constituents donors members volunteers are facing when they come in and login. This is specifically an update that matches with our new login portal design. If you're still using the older portal design, we're keeping the original design for this file upload page so nothing is changing there. But if you haven't checked out the new portal and are interested, our Support Center has a full guide about how to switch and test it out and you can always switch back if you aren't ready to switch right away. So the update will be specifically in this file. OLS option inside the portal. This is where your constituents can come in and just directly send an upload to you. Essentially, if you're not using this right now, just a quick rundown of how to turn it on as there are two prerequisites. First, you'll want to go into global settings in your system. And there's a spot called files and then Settings for those files, you need to turn on the option for constituents to upload files to you at all. And also, if you don't want that, just leave, it turned off. This, this entire function is definitely optional. If you do turn it on, the next thing to do is also in Global Settings, under portal pages, where you manage the order of these different pages inside your portal, go in and make sure that this file page is showing up and then organize it in the list. So it's in the spot that you want it. Once you have that though, this page will show up. And you'll automatically have this updated design. If you're using the newer version of the portal. It's pretty straightforward in here, it's going to be a list of files that this constituent has uploaded in the past, including any comments they made when they uploaded it, and a link for them to read download one note here, if you're adding a note on that person's account, as a user, so in the back end of the system, you have a checkbox there where you can check off that you want to share the file back with them. So this list will be anything that they uploaded, plus anything that you decided that you wanted to share with them. And that's something you can go in and change at any time just by editing the note on that account. For them to actually upload a new file, it's going to be this upload button up here. And the page is just going to expand a little bit when they've opened this window. And then you can either drag or drop or if you click to upload, it'll open the file file manager on your computer. Depending on which type of computer it will be. That will either be, you know, just a simple PC version or the I forget exactly what Apple calls it. But it will work the same on Apple computers as well. They will be required to give the document some kind of name so that you know what you're receiving from them, I'll just call this logo. And then comments are optional. But if they do have any additional notes to share with this, that's a good spot for it. And you'll be able to see it when you receive the file and are approving it. So you'll see on this page, I immediately see the results of that file that I just uploaded. And now I'm going to switch over to being a system user. So back to the back end of the system just show you how that shakes out once they've submitted the file. So from your mission control dashboard here, you want to find the file Files section, it is probably under View More in your navigation bar unless you've edited it before to move it up. But this will be the spot to discover it. You might notice if you've been in the File Manager recently, which isn't always the most visited spot, but we used to have two pages. So this would actually expand and have files and file manager. With this redesign, we realized we were kind of duplicating items on those two pages. And we've combined all of the functions into one. So just have this main files list to work with from now on. Let me start by just introducing the main Files page. And then we'll go to that file that I just submitted through the portal that'll be in this awaiting approval section. So the main page, this is going back to what Anna was mentioning earlier on. The change that you'll notice here is that we're really showing you all files in your system and not just the files that you've uploaded directly to this page, although you can still do that. So if you are uploading a file because you'd like to share it as a downloadable product in the neon store, or you'd like to put a link to it in a custom webpage that you're sharing, that's maybe a members only page or something like that, or you're creating a board portal and have documents to include there, that's all still possible, you will just also see all of your other attachments in the system alongside those. The way to tell the difference is going to be in this list that we've added. You'll see this record type column and then related to record type will tell you where that attachment was originally added. So I can tell for example, this PNG file here was actually attached to an activity record. And the specific activity was creatively called test next activity. So that's the activity that this attachment was was attached to originally. You'll also see attachments in here for events, accounts. So those are the attachments on notes attached to donations, memberships, Event registrations, custom objects as well. In fact, rather than me trying to remember I'll just open the record type drop down and show you these are all of the possible options for where you might have attacked To file before, and then it will show up here in this list. So also possible in the volunteer module prospects, grants, pledges, etc. The other ones you'll see are just labeled a file manager. And you'll notice that these don't have a related to. And that's because they're really just related to this page that we're currently on. These will be the files that you've directly uploaded into the File Manager by clicking new file up here. If you have files from the past, no worries, those are still here, we've just changed the output and how this page will look for you. If you are adding a file here, so again, this might be store downloads, files that you want to place on a custom web page, etc, you'll just click new file, have this side panel open, upload your file here, I'm going to use that exact same logo again, you'll now be able to give it a file name a description. And additionally, this isn't available for your constituents. But for you, you can place your file into a certain category if you've created categories to track these. If you want to start using categories, you can set them up in global settings, it's just a list of the different categories you want to include. And the last item is choosing whether to publish this file, the difference here and you'll see for all of these files, they'll have the status of published or unpublished, and you can quickly publish or unpublish with a link in the Actions menu over here. If a file is published, you'll actually have just a publicly shareable URL that you can use. So I just went in, copy the URL. And now I could share it out or put it into the store for download, place it into a custom web page, etc. If you want to use this more for your internal file storage, and you don't want to have that URL to access to access the file, leave it unpublished. And you'll still have that file stored here, you can still redownload it, but it will only be available to your users not to anyone else. One other option here I wanted to point out, there is a bit of customization. So similar to some other lists in the system, you can switch from this compact view to a more comfortable view, that's actually exactly what we call it. So this is you know, slightly larger text, just a different layout takes up a bit more space. But if you're not dealing with a ton of files, this might be easier to work with. So that's always an option. You can also use the filters at the top of the page to specify exactly what category or what type of record you want to see. For example, before this call, I went in and just limited my files to files from this year. And then I hit Save filters so that every time I come back to the page, I'll just be seeing my most recent files. You can also export a report of all the data on this page, I did want to point out this will be a listing of all your files, but not an actual zip file with every full attachment. That is just a lot of system load for us to export in one big batch, we can definitely still do that for you but contact our support team for actually getting all of your attachments out of the system. But this is a quick way to get the listing of everything that you have, in case you're doing some cleanup or you just want to have a full inventory of all of your attachments. Alright, getting back to files awaiting approval. So we'll have this second tab over here. This is only going to be relevant if you are using the constituent portal to have people share files with you, otherwise, this section will remain empty. But in this case, I've got my logo file right here. And actually I've got a couple other files waiting to be approved. These are this is kind of a holding place. So it is truly awaiting approval. Whichever user from your team takes a look at these files can come in here, click to download. And then you'll either have the option to approve the file which will move it from this Awaiting Approval tab over to the Files tab, or delete if it's if it's not going to work or it's not exactly what you were expecting from the person. You'll see their description, the file size, the type etc. We also have the option if you use this, select All checkbox for bulk approval or deletion. And I forgot to point out that we also have a Bulk Delete option on the Files page. This will specifically be for the files that were uploaded into the file manager. So you'll see just the file manager record types are affected here. For the other files because they're attached to specific donations, specific memberships, etc. You can still click through and manage them or delete them from there. If you hit edit, or click on the name of the file. I'm just checking my notes. I think that's everything that I wanted to make sure to show here. So I'll switch over to the File Upload fields that Anna mentioned. So to add an upload field to one of your new forms, the first step is actually to create a new custom field in the system. We with this release last Saturday, we added a new type have custom fields. So you might already be familiar with one line, Text checkbox, radio button, etc. This is just going to be added to that list. So head into global settings, and your all account custom fields very top left. And I'm going to go ahead and create a new custom fields. And let's say, I've been working on my application form for my associate board, we have a few open positions in my imaginary organization today. So I'd like to collect their resume when I'm having them fill out that application form. So I'm going to be I'm not going to bother to find the accent for the E, I'm just gonna say resume for the purposes and speed here today. But the new item will be when you go into your display type for the field. bottom of the list is this new file type. Once you select it, you have two settings in here, optional. But if you'd like to set a maximum file size, this could be helpful if you want to make sure that people aren't submitting anything longer than or anything bigger than just a standard Word or PDF document. Or if you are collecting something like audio or video, you might want to set a larger limit, you can also leave this blank if you are not too concerned about what people will be submitting to the form just depending on where the form lives and how public it is. Second, you have the option here to set a default for every file submitted to this field of whether you would like it to appear in that Files page inside the portal. So here, for example, if my potential associate board members are logging in, I think it's fine if they see their resume and can redownload what they submitted to me. So I'm gonna go ahead and check the box. For some other files, you might not want to share them back publicly, so just leave that unchecked. Alright, so I'm gonna give the system just a second to generate this new custom fields. And once it exists, you'll be able to go into the form builder and for any of your forms, including forms that you've already worked on before, you can go in and edit that form. And now this new custom field type will be available. So I forgot I'm going to use my associate board form instead. So let me go into that one. So my associate board membership application. This is already a live published form on my fake website. But even so it's fine to edit these after they've been published. And even after they've been in use. Just click into Edit, go back to the Form Editor, which will be your field management section. And in your account custom fields section, you'll see those file fields listed along all of your other fields. You can drag and drop these onto the page. And once you've dragged it over, you'll see it looks the same as the other file upload fields we've looked at so far today. So this is what it will look like for your constituents, you can click in and adjust the title if you know maybe you want to be a little bit more instructive than you were when naming the field in the back back end. Upload your resume here. And you can also add a description if there's some more information to share. This will give you you know, a short sentence etc. You can choose to make this field required or optional, depending on the specific form. And then I'll just quickly show what this looks like live. So not too different there, you'll just see this appearing on the page alongside other items. And they will be able to drag the file in or click to upload which will again open that browser window. Once the file is uploaded, the place where you'll see it in the system is actually inside each account. So similar to looking for any other custom field data that they might have filled out, it'll be on the about page of their account the differences it will appear as a clickable link. So you'll be able to click that link and redownload the file to review it. You can also edit the account and go ahead and delete the file. I realized now I didn't actually upload a demo there. So I don't have too much to show you on the about page but I can just point out that it will be added along with your other custom fields. So right now, I haven't grouped that custom field yet, but this is where that resume link would appear later on. Alright, that's it for file upload. Next, I did want to quickly show the double the donation integration. So for double the donation, as I mentioned, if you already are using the integration and you do have an account with double the donation, you'll just follow the steps that I'm about to show you in one second here and you can add it to any of your forms, whether it's a dedicated matching gift form or just your typical donation form where you'd like to kind of up the rate of matched gifts coming in. If you are are interested in double the donation after this, we do have quickly find a link to our partner directory, which has all the information double the donation worked really closely with us on this and has already updated all of their internal support guides show the full process for setting up this new integration. So if you are signing up for the first time, you'll have a lot of guidance there. So first step is connecting the integration. So getting the two systems to talk to each other. So this part you only need to do once, I'm going to duck back into global settings. And this will be down in the bottom of the right hand column under third party integrations, you'll see this new page for double the donation. And all you need to do in here is turn it on, and then you're going to log into your double the donation account and find your public and private API key. If you're not sure where to find that no problem, this link right here will give you a step by step guide with visuals of where to go to find it. We also have a link to the full guide from double the donation for the walkthrough from beginning to end, as well. In order to keep our test API keys private, I am going to move this over for a second and fill it in over here. So please enjoy this photo of my cat in the meantime. And as soon as you've plugged in these keys, if you don't have too many tabs open like I do, I'm sure nobody else ever has that problem, right? Once you've plugged these in, you are all set with the setup, you don't need to come in and make any changes later on. I'm just gonna save this, and then I can swap back over. Okay, great. So once you're connected, and you've, you've saved those API keys, you'll see the adjustment inside your form builder. So headed back in here, and this will be for any of your donation forms. So I'm just going to click into this one that I already have partially set up. But any existing or new donation forms you create have this option. Click into Edit. And just like we saw with the upload field, actually, you'll see a new option to drag and drop onto your form, it'll be called 360 Match pro search field, you can drag it onto your form, it will need to be on either the first page or any of the added information pages, it won't be possible to add it in the middle of the payment page because of the way that it dynamically changes depending on the payment method. So any other page aside from that final page will work. Once it's pulled over. Same idea, you can edit the title, the description, I might add a little detail here. So I'm gonna say employer name, and then a little prompt to inspire them to try using the field. You can make this required if it's a dedicated matching gift form. But the cool thing with this embed from double the donation is that if they skip it in the beginning, there'll be presented with the option again when they hit the exit page. So it's usually better to just let them proceed, collect the donation and then prompt prompt them again and follow up later. But the option is there if you are using a form specifically for this. So next, I'll publish my changes and just show you what this looks like on the form. So this is the field, you'll see my custom title and custom description. The search is powered by double the donation. So if I start looking for let's see, as looking at PPG Industries, since I'm originally from Pittsburgh. So you'll see I'm able to search, find a company to select a different if I made a mistake and need to actually change what I'm looking for. Let's go back to maybe ABC. And then I'm able to continue the process from here. As I mentioned, there will also be an embed on the exit page. The cool thing about this brand new integration with double the donation for any of you who might have used our older option to embed a double the donation field in the form, it would search and then immediately show them the results of how they could go and request the match gift. But that could sometimes cause donors to abandon the form because they'd kind of be led away to different links and other options. With this new embed, they'll search here and then when they hit the exit page, we automatically have an embedded piece of information with all the details about how they can request the match, how the gift is match eligible, how to follow up etc. They'll also automatically trigger a follow up email from double the donation based on the settings that you have for your emails in that system. So it really kicks off the process without leading them away from just completing The initial donation. As I mentioned, they'll also be able to search again for their company on the exit page. So they're not kind of locked into either selecting a company or not selecting a company. The other cool thing, this is completely double the donations domain. But if somebody has given in recent history and indicated their employer, but they choose not to this time, maybe they skip it, NEON will still send the donation over to double the donation. And double the donation knows who their employer is from their recent history. So you still have that opportunity to follow up and potentially get the match even if they don't happen to fill out the field this particular time. All right, I think that's everything I had for double the donation. So the last one that Anna mentioned, we'd like to show you is the changes to managing your allocations in donation forms. But and if it's alright, I know I'll be demoing donation forms again in a minute. So maybe I'll hand it back to you first and show that a little bit later. That makes sense, great. Oh, I'm sorry, I did forget about the feature notes. So we did want to just show a bit of the file types that are accepted both for the new file upload field. And in the File Manager in general, this isn't an exhaustive list. But these are all the common ones. We do accept some others beyond this, but video files, zip most common document types, including spreadsheet files, and most common image types. Okay, now back to you. Thanks. 31:34 No worries. So as we promised, we're going to come back about this release and talk about some of the benefits for the personas. Now, don't go anywhere, because not only is Lori going to show those allocations, we're also going to do a review of the features that the community this community, the participants in the webinar, voted on about past features. And so Sam is going to introduce that next but II benefits that you're gonna see from this release as the development director as that you're going to be able to collect key information in the form of documents through the new attachments on the forms, for donations accounts, and for members, which represents the membership directors ability to do that, as well as the volunteers ability to see that benefit. But additionally, for the development director, they're going to see that benefit for double the donations if your organization chooses to use it. When it comes to system administrators, you're going to have improved visibility to understand all of the files that are across your CRM and see it cleanly and plainly and link to them when necessary. And then your constituents, your members, your volunteers, your donors, you're going to be able to have that information loaded easily, instead of having to put it in a Dropbox or send you an email, and then you have to manually attach it later. So all of those key benefits are here in this release. But with no further ado, let's talk about the features that this group wanted to know more about, and be prepared to vote soon. 33:21 Thanks, Anna. Yeah, so last month, as Anna mentioned, in for those of you that were unable to attend the November monthly release webinar, we actually asked all of our attendees, a question, basically a poll about the most recent release features that you would like to hear more about. So coming in with those results, what we have found is that we can see the percentages there. So the ability to edit system, emails and letters came in at 45% of attendees votes. And then new donation forms came in at 41%. So today, I'm just going to briefly discuss, describe, excuse me and walk through both of those two, recently released features. And then Laura will walk through just a brief kind of live demonstration of those features as well. So at first, we have editable system emails and letters. And so these were really this update was designed for any neon CRM user managing communications, which is likely probably most if not all of you. And really, this feature release was intended to provide added communications flexibility. So what are our product teams and what we found in terms of problems that some of our users were facing, was that neon CRM prevented users from having the capability to edit system emails and system letters once they were created? So requiring the user to create Really an entirely new email or letter for something as small as a typo. So this of course, we found many of you found to be quite time consuming burdensome, to have to go ahead and create another system, email or letter. And on top of that, it was difficult to be able to update the template being used for something like a specific campaign. So our solution and our recent feature update is that we have improved the system email and letter editing capability, which now will allow all of you to be able to quickly resolve any typos or to make any quick edits or updates to your system, emails and letters, really on the fly or very quickly. And the overarching goal is of this feature is, of course, to reduce any additional administrative burden on your end. It really giving you easy editing capabilities. And then up next, we have, of course, our new donation forms. So our new donation forms are designed for organizations that are looking to of course, increase donations are your fundraising revenue. And also to provide all of your supporters with a seamless and modern experience, we found that some of our old legacy donation forms really had a limited way a limited view of allowing nonprofit organizations to be able to share their visibility, as well as progress on campaign goals. So our solution, we have greatly improved our neon CRM donation forms to go ahead and actually drive that visibility and drive that awareness towards some of your goals. So we were able to add a goal neater, which we can represent and we see on screen here in a circular manner, we can also do that in a linear progress to goal, we were able to provide a way to show a list of top supporters as well as a list of recent donations that have been been made to that fundraising campaign. And also enable users to be able to embed a button directly on your website, which is a in the sense of a pop up or the new form and a model. So I'm going to hand it over to Laura now, and she will kind of briefly walk through both of those two features. 37:25 Thanks, Sam. Oops, I'm giving away our next slide. But first, I will give a demo again. So headed back into the system. Let me show the email and letter editing first. And then we'll spend a little bit more time on the donation form just since there's so much in there. So I'm going to start over again from the main dashboard. So just clicking the logo to head back. There we go. Last time, we had this webinar a month ago, I quickly showed this feature in system email. So just for the sake of variety, I'm going to show it in system letters today. But not to worry, the changes are exactly the same across both letters and emails. I just wanted to show letters today for fun. So this will be heading into global settings. And this really applies for any of the automated system emails or letters that you're dealing with. So left hand column under transaction acknowledgments, both of these options will be updated. Like I said, I'll go into letters for today. As a reminder, your system emails and letters are all of the automatically triggered emails that you send directly from the system or letters that you send to the letter merge queue to be printed and sent. So this includes all of your receipts for donations memberships, events store. Plus things like the confirmation when someone submits an account form automated birthday reminder. Automated reminders if their recurring donation or auto renew membership is coming due those types of items. I'm going to go into the new member registration letter for today. So across from the specific letter or email you're working with, click on View Settings and versions to get into the details of each of the emails or letters. Once you're in here, the change that we made is simply down in the ready to send lists. So these are your emails or letters that have already been edited in the past and marked as ready to send so they potentially could be triggered to be sent. At any moment when somebody submits a membership. If they're down here in the past, we did not have this edit option you just had view copy delete. So generally if you wanted to go in and just make you know one quick tweak to your new member, welcome and receipt, email or letter, I said letters now I keep calling them emails that if you wanted to make one quick edit to that letter, you would need to copy it and then and copy in the original text, make that tweak, save it again and potentially have to come in and update your letter conditions so that this is directing to the new version of the letter. And that is a pain. So the difference now is, we can keep this letter running, keep it set as default, and just click Edit to go back into the Edit process. If you set up the letter previously, all the steps will look identical. So we're confirming again, the template. In this case, I'm just using a letterhead template. So I've just got the margin there. But I could change my mind and switch to a different template as part of this editing process. And then I'll click Next. And if I'm just headed into update a date or update a typo, you know, maybe I need to make a change to our member benefits list. Because we're increasing the discount to 15%. For 2023. Whatever changes you need to make, you can just directly edit in this window and continue on to hit Next you'll hit all of the same save options, so a chance to rename the letter if you need to. And then the one other difference you'll notice is I'm no longer able to save this letter as a draft because it's already marked ready to send it's in the queue. And potentially it could be triggered even as I'm editing it. Not to worry if if that does happen while you're editing an email or letter, we're going to send the version before you hit the edit button. It's only going to update and start sending the new version once you hit ready to send again. So that's the one thing to note is that you can't take a live letter or email and send it back to the draft list. But you can come through Edit and then mark it ready to send again. And as soon as I've hit that button. Now the version of the letter will update. One extra note just about letters in particular, if a letter has already been triggered, so it's hanging out, maybe waiting to be printed in your letter merge queue. But then you come back to system letters and make an edit or change. When you go to print that letter it will show the latest updated version. So it is safe to make an edit even when letters are waiting in the queue to be printed, you'll get your updated type of free version when you actually go to print it if you go ahead and make this edit first. That's really it for the change. Oh, I did. I said that. And then immediately thought of one other thing I did want to mention most of your emails and letters have a neon CRM standard version kind of our system default that we drop in for your new system. If it's still there in your system, if you haven't already deleted it in the past, you'll notice that this one doesn't have an edit option. That is because of some of this default formatting that we add in. But you can copy this one and work from there. Any copies you make will be editable. So that's the one exception you will need to copy this original version. But any versions you've created yourself or copied from the default will be editable now. Alright, that's it for the emails and letters. So now I'm going to show donation forms a little bit. So back into the form builder. We've been here a few times today. This time I'll slow down a little bit though, so forms and pages and then forms is the spot to go. Depending on the modules available in your system, you will either have two or three types of forms. So it could be account membership account donation, account donation and membership right now and then we plan to have more forms in here in the future. For today, we'll just focus on the donation forms. So you can go to new form and then select donation, you'll also have either any forms you've created before or, at minimum a default donation form added. I just wanted to mention the form that has this flag. The reason we've added it to your system is so that there is a working form that's connected to the constituent portal if you decide to use that, because there are links out to let people donate or set up a recurring donation from the portal, we had to have a working linked form in the system to start out, you're welcome to come in and edit this one. You'll also have the ability to change any new donation form you create to the default to have it be the one that's linked to the portal and you can eliminate this default one we've created. The one requirement there is it doesn't need to be a form that allows both individuals and companies to donate. I'll show you where that field is in just a second. But that goes back to the same reasoning we have to have a working form for logged in individuals and for logged in companies. So that's why it has to be a form that works for both. For your normal forms, though, that you might just link out to from your website, you're not using them in the portal, you get the choice so you can set them for just individuals or just companies. So as I mentioned, this will be new form donation, and at first you'll get this sidebar pulling out to fill in basic information. So I'll just creatively call this donation form today. I already have A donation form, I'll just call this donation form demo, you'll have the option to edit the URL of your form to customize it usually make it shorter is what you might like to do so could do slash donate slash donation, support maybe one note here, you'll notice that I'm not able to edit the base of the URL, this part is fixed. However, if you would like to adjust this, we have the ability to apply an SSL certificate which will essentially borrow from your website's domain to make it look more like you. So if you haven't already applied that to your system, and you would like to send in a support ticket to our team, and we can get you set up, that'll adjust this base of the URL to something like secure dot your organization name.org/support, something simpler. Otherwise, you do have control over the end of the URL to simplify that. Next, there's a choice of which layout you would like for your donation options. So the actual amounts that people select from, we default to this kind of really simple compact layout to make the form as quick and easy as possible, where it's just going to show the amounts. But if you want to do something more, just more elaborate, I guess, where you'd like to maybe have the amounts and then also describe them, maybe you have a certain donor level that applies to each one or each level corresponds with a certain benefit that they're funding through your organization, you know, $50 supports XYZ, you might want to try out the amounts plus descriptions option that'll give you some space to really describe what each gift is and have a compelling call to action for each one. I'll go with just the amounts option right now just show you what what the default option is for our forms. Next, I mentioned that we had a few changes here. So even if you're already using the forms, this section has changed just a little bit. We still have the ability to choose one or more campaigns in your system for people to apply their donation to, if you choose just one, it'll be hidden, and it will be the default on the forum. So they don't have to pick it. But if you do choose a few, maybe I'll also include late GivingTuesday gifts, then they will actually have the choice on the forum and can designate their donation to a particular campaign. You could also do this with fund or purpose. But what we've changed here is Previously this was just a toggle. So if you said they can choose their funds, your entire fund list would show up, we realized that you might want to control how much of that list is visible to people or not necessarily show every fund in your system. So now, you'll get this extra drop down where you can switch from all funds to just the ones that you want to offer people. Same thing for purposes, you can remove the all purposes and just choose a few options. Also, these fields are optional in the first place. So if you ever change your mind, you can just toggle these off or choose to include just one of the three allocations or all three either way. Next, I mentioned the form type. This is where you can designate whether this form should be accepting donations from individuals and companies, just individuals or just companies. This will adjust what fields are required, because for individuals, you'll need first and last name companies, you'll need the company name. So keep that in mind here. I'll just go with individual and company for the purposes of today. Next option, login. If you do have your constituents using the login function, you could decide whether you'd like to actually require login for a particular form, allow login or eliminate the login option entirely by just treating it as a public form. Login does help with preventing duplicates, but keep in mind that NEON will still D duplicate accounts as long as they have a matching name and email. So choosing to make it public doesn't automatically mean you're going to get a zillion duplicates, there just might be some edge cases where they've changed their email address, and you'll need to catch them and merge them later on. If you do allow login, there's an extra option of this login prompt. This essentially the difference here is if I leave this turned off, login will be an option. But it'll just kind of subtly appear at the top of the form if people choose to use it. If I allow it and turn on the login prompt when they land on the page, they're going to get a pop up prompting them to log in. So that's really just about your use of the form and how much you want to remind them to log in whether it needs to be kind of right up front when they land there. I'm almost through the settings I promise and then we'll speed up a little bit to more settings. The next one is what payment options you'd like to accept on the form so you can control whether each specific form you set up includes ACH a PayPal button if you're using the PayPal integration have the ability to collect in card information through the card swiper. If you'll be using this form at a in person event, and then pay later, if people might choose to pay later by cheque for larger amounts, I'll just do card ACH for today. And lastly, you'll want to choose one of our themes to start with this is just a starter, you will be able to fully edit this add your logo, change your background image and your colors. But we have a few by default that you can start with or if you've already created one, like I have this Agloe Nature Center sample one, it'll be right here and you can pick it again to speed up the process. Alright, so we've completed the initial settings, and now we're inside the Form Builder. The idea here is you'll go through each of these sections on the left hand side to make various tweaks and make sure your form is looking exactly the way you want it to. Before I go through the new stuff, though, just wanted to point out the very last button called settings, little gear icon is revisiting all the settings that we just worked on. So if you change your mind about any of those items later on, this is the spot to come and update those allocations, the login, the payment options, etc. Now for the new stuff back to the top. So first option will be the page editor. This is adding some extra content to your form. So kind of a call to action or an image, a video or some combination of all of those, I prepared some text in advance. So I'm just going to copy paste it in to keep us moving. So I've got some quick call to action text and description. You'll see it is very subtly showing up here. So make sure you check your overlay setting, I'm going to want to light overlay so that my text actually pops and shows up here. So this can make sure that everything is readable. You will can also add an image or video down here. And I did want to point out that you can not only pick up images you've uploaded into neon before import directly from a website. If you have the the image stored at a certain URL, we also have a new integration with Unsplash. To quickly get stock photography, free and just a full menu of possible stock photography. If you're looking for something, just going to find a bird, I think for my nature theme. So that's a quick way to get some added visual interest on your form. You can also just this alignment setting to place that content above or to the side of the actual form which is going to appear here right now. It's just a light preview. One other note, as you go, all of these changes are saved automatically. So I'm just going to kind of freely click through these options because Neon is taking care of saving my changes. If you actually want to review what you've done, though, you can open the preview option at any point. And this will give you the layout of your forms so far. And you could switch into a tablet or mobile layout, check out how that's looking. Next, we've been in here a couple of times already today, so I'll go quickly. The Form Editor is where you can drag and drop the fields that you want to include onto the form. So if I did want to ask if they'd like to remain anonymous, just drag it over, you can drag fields onto the first page with the payment information the second year Information page. Or if you have just more questions or more information you need, it's possible to add additional pages to the flow as well with this Add Page and once you have a few extra pages, you can also move them around with the arrow buttons. If you are dealing with three or four or more pages, and then delete them with that X button. It won't be possible to move around the payment page since that naturally has to be last. And it also won't be possible to move around the donation amounts and frequency for being at the top of the first page. One other option. If you've been using our legacy donation forms you might prefer or be used to more of a one page single page layout for this donation form. That option is still available, go into this select Page flow and switch to one page. The reason we default to multi page is our research did show that having multiple kind of quickly completable steps caused a greater completion rate overall for donation forms. So we do kind of lightly recommend that flow but your constituents may have their own preference. So the one page option is still available. Also your custom fields will be here and your donation custom fields. So they'll each be here under their own heading and can be added to the form as well. Oh, yes, one other thing in addition to dragging and dropping over the fields, each field can be clicked into to adjust any specific settings. So in particular, you'll see the donation amounts and the frequency kind of have their own specific set. NGS, for example, if I wanted to have an annual recurring option rather than a monthly recurring option, and I could even default to having that be the selection when people land on the form. For donation amounts, if I want to make sure that there's maybe a $25 amount in addition to the others, I can click Add amount, use that and then maybe drag it into order if I want to go smallest to largest or vice versa. You can also select a default amount to be selected when people land on the forum. So if I wanted to kind of prompt them to give it the $50 level, if you change your mind about that, just switch back to not having a default. You can also set different amounts for recurring, or just choose to keep them the same across both one time and recurring depending on what the amounts are. Also, there will be an option for them to just fill in an a different amount, and other amount, another amount anyways. So that'll be this other amount option that's here. If you don't want to offer that you want to require them to choose one of the options you're making available. Use the trashcan icon and you can remove this or remove any of your other custom amounts that you've created. For other fields, you'll have options like renaming the field, adding a description, and then you can also set a default. So for example, for fund we chose these three funds to make available for people to choose from, but maybe I don't want every donor to have to click and make this choice. So I'm going to default the field to unrestricted unless they come in and want to make a different choice. So that can help speed up the process. Make sure that all fields are filled in but without any added friction to completing it. Alright, next in the line is the theme editor. This is where you can update the background image all the content in your navigation bar, the logo, all of those details, you might have picked one of our system themes which are just in here by default when you first chose a theme. But from here, you can edit it and keep making changes. So to do this, you'll find the theme that you're using, and then click into the little actions button and click edit theme. You can also copy this theme, if you don't want to replace the original version, you just want to work on a custom separate version. And in here, you'll find a few general settings. So things like the font, your colors, your theme color, which will be this kind of highlight color that shows up in some of your buttons, your submit button, your donation amount buttons. The option either have a background image, like I do here, or just a solid background color is also an option. So it'll default back to the background color. In the Add image, you'll also have that Unsplash link as well, if you're looking for some stock photography, you'll be able to set a background color for header or footer. And then you can also add specific content. So I know somebody asked a little bit earlier where they can add the logo, this is the spot so in your header, you'll be able to add the logo and then resize it. So it takes up the right amount of space on the page so that it's readable, but not necessarily gigantic, unless you would like it to be. 58:13 And hey, Laura, I know some of the next sections we actually covered in our previous webinar. And so we can link that previous webinar into the chat here. But I know we wanted to get your voice and with five minutes left, we want to make sure we're respecting your time. So let's go ahead and put up that poll. 58:39 Yeah, so folks, if we want to go ahead, and we're gonna vote here in a minute, but also in the chat. I know we're coming up on time, but we'd love to hear from you. One key takeaway from today's webinar that you can take to your organization and perhaps implement or give a little bit more thought to, we'd love to hear how today's session can be beneficial to your organization. And then yeah, if we want to I actually can't see the poll. Yep, I can I'm going to launch this poll right now. Bada bing bada boom if we can get some folks starting to vote. So recently released features that we that you would like us to cover for January. So here we have your account form system email, new membership forms, new constituent login portal, email link authentication, soft credit acknowledgement. All right. Great, we're gonna go ahead, we can share results. I think you can see that I can't actually see what's being shown So we want to take a quick screenshot of that, just to be sure that we're correct on those percentages. Looks like we have Yeah, the winner is the new constituent login portal. Yay, exciting and Ema audiences. Perfect. Thanks, everyone. Beautiful, and it looks like 1:00:22 we've been able to go through most of the questions. So feel free to continue to put in the chat. One takeaway that you're excited to bring back to your organization. But if you do have additional questions, feel free to put them in. But I think the most exciting thing is, as Sam said, at the beginning, we're doing this monthly. And so our next webinar, if you want to go to that next slide is on January 17. 1:00:52 Yep, so mark your calendars, same time, same place 2pm. Eastern Standard Time, we'll be sure to send out invites for that registration. You can also plan to see that in the neon, one newsletter, if you've subscribed to that, along with many other webinars that we'll be hosting in the in the New Year as well. Great, so just taking a look at the chat here. Again, one kind of takeaway ways to take advantage of the unlimited file uploads, great making board members specific Board Members section to have a dedicated area for uploaded documents specifically for the board. Great, makes some changes and updates to new donation forms based on the information today. Double the donation. Awesome. This is a fantastic feedback. So So Thanks, everybody for for that feedback. And we look forward to seeing all of you next year. 1:01:53 And really quick. Mary asked, Can I add the form uploads as a requirement on existing membership renewals? I think the biggest part here is that if it's the new form the new membership form, then yes. We'd love to see be able to use the new member portal with a custom theme that duplicates our website. Yep, understood for sure. We're working through what that could look like in the future. But we're definitely hearing you. And that is a suggestion that's in the suggestions portal. So definitely go in and and vote on that. When is the event form 1:02:36 coming? 1:02:38 So great question. We're doing a lot of things with events right now. Be on the lookout for what's coming in 2023 for some new capabilities, it's not going to be early 2023. I understand the pain there. We just want to do really well and right by you on the event side. So looking forward to that. 1:02:59 Yeah, and I think just to go ahead and second, again, the the suggestions portal, especially for those of you that have used and are continuing to use the unserem events, functionality we love. We would love to hear your feedback for what's working, what's not working and kind of like a wish list of perhaps items and functionality that you're looking 1:03:20 for. Sure. And there's one other thing that came in that's actually would like love to be able to add information to URLs, where we're driving people to donation forms that would allow us to track the source. So basically, what way did you come to this particular form? Definitely another idea to put in that suggestions portal. 1:03:43 Yeah, the one thing I can add to that is we are still looking at, we usually call those URL parameters that could populate fields. But one option is inside the Form Editor, you can take a field set a default and then hide the field. So you could put in kind of a hidden source, the only the the reason we're still looking at URL parameters is you might not want to have to create a different form for each situation, which makes sense but it is somewhat possible to do if you create a couple of different forms and then hide that source field or campaign field, something like that. 1:04:17 Thanks, everybody. Hope you have an amazing holiday season. 1:04:21 Thank you. Thank you Transcribed by https://otter.ai