On-Demand Courses for CRM Advance

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Course Summary Duration Access Required Action
#AdvanceLife
#AdvanceLife Scenarios are provided demonstrating how CRM Advance is used to help you through your work day. 12 minutes free view course
Navigating Ellucian CRM Advance
Navigating Ellucian CRM Advance New to CRM Advance? Learn how to navigate CRM Advance while viewing person and organization information. 10 minutes free view course
Reviewing Dashboards in Ellucian CRM Advance Need to view high-level data specific to your role? Learn how to review various dashboards such as the Gift and Biographic Entry Dashboard, the Major Gift Dashboard, the Prospect Research Dashboard, and others. 27 minutes free view course
Working with Biographic/Demographic Information
Maintaining Constituent Information Ready to enter constituent information? Learn how to create person and organization records as well as maintain the records by entering additional constituent data or indicating the constituent is deceased. 15 minutes free view course
Viewing Constituent Information Need to view constituent information? Learn how to view person and organization records in CRM Advance. 15 minutes free view course
Setting Up the Name Pattern Generator Do you use different formal and informal names in various communications? Do you want to automate how CRM Advance combines names of married couples? Learn how to use the Name Pattern Generator for both couples and individuals. 15 minutes free view course
Maintaining Name Information Do you update name information? Learn how to maintain the primary constituent name and maintain additional formatted names. 7 minutes free view course
Viewing Name Information Do you need to get the constituent or donor’s name correct? Learn how to view the primary constituent name and view additional formatted names. 7 minutes free view course
Maintaining Contact Information Does your contact information ever get out of date? Learn how to maintain address, contact preference, email, social media accounts, and telephone information. 30 minutes free view course
Viewing Contact Information Do you need to look up a current address? Do you need to determine the best way to contact a constituent using their preferred contact method? Learn how to view contact information. 12 minutes free view course
Maintaining Employment Information Do you collect and track employment relationships? Learn how to create employment relationships to constituents and non-constituent companies. Also learn how to link employment relationships to addresses. 12 minutes free view course
Viewing Employment Information Do you need to look up and verify employment relationships? Learn how to view employment information. 5 minutes free view course
Maintaining Relationships Can you identify family members among your constituents even when the family or last name is different? Learn how to maintain relationships such as spouse, parent, child, or organization. 22 minutes free view course
Viewing Relationships Do you need to look up and verify relationships among your constituents? Learn how to view relationships such as spouse, parent, child, or organization. 12 minutes free view course
Maintaining Involvement/Participation How do you get your constituents to engage? What interests your constituents? Learn how to enter and track affinity programs, interest information, activities, award information, involvement, and publication information. 20 minutes free view course
Viewing Involvement/Participation What interests your constituents? Learn how to view affinity programs, interest information, activities, award information, involvement, and publication information. 14 minutes free view course
Maintaining Education and Other Attributes Do you need to track additional information such as education, alternate IDs, hiring preferences, matching gift policies, or industry classifications? Learn how to maintain education and other attributes. 21 minutes free view course
Viewing Education and Other Attributes Do you need to look up and view additional information such as education, alternate IDs, hiring preferences, matching gift policies, or industry classifications? Learn how to view education and other attributes. 16 minutes free view course
Managing Prospects
Maintaining Research Information Do you research your prospects? Do you want to maintain asset, wealth, and rating information? Learn how to maintain research information in CRM Advance. 14 minutes free view course
Viewing Research Information Do you need to look up and view asset, wealth, and rating information? Learn how to view research information in CRM Advance. 12 minutes free view course
Maintaining Prospect Information Ready to create a new prospect, assignment, or proposal? Learn how to add and maintain prospect information. 23 minutes free view course
Viewing Prospect Information Do you need to view a prospect, prospect history, prospect comments, assignments, or a proposal? Learn how to view prospect information. 15 minutes free view course
Managing Contributions - Pledges
Maintaining Designations Do you want to ensure that the gifts made to the institution are spent according to the wishes of the donors? Learn how to create, maintain, and track designation information. 23 minutes free view course
Endowment Stewardship Do you have major donors who have endowed your institution with a large gift such as a multi-year scholarship? Do you need to steward the donor through the endowment process? Learn how to view and track endowment activities. 12 minutes free view course
Maintaining Giving Groups Do you ever encounter groups such as married couples, organizations, siblings, or family foundations who would like to contribute to your institution as a group? Learn how to create and maintain giving groups. 13 minutes free view course
Entering Pledges Ready to enter pledge payments? Learn how to enter pledges from a single donor or a giving group. Also learn how to maintain multiple designation pledges. 28 minutes free view course
Entering Gifts and Pledges Payments Ready to enter gift and pledge payments? Learn how to enter contributions from a single donor or from a giving group. Also learn how to enter gift-in-kin, securities, or insurance contributions. 50 minutes free view course
Entering Matching Gifts and Expectancies Does your institution accept matching gifts from a donor’s employer or other organization? Learn how to enter and maintain a match expectancy. 12 minutes free view course
Modifying Contribution Data Do you need to modify a contribution or pledge? Learn how to modify contributions, pledges, pledge payments, or a matching gift. 35 minutes free view course
Maintaining Gift Societies Are you categorizing donors by how much they contribute? Learn how to create gift societies, gift society levels, on contribution calculation rules for a gift society. 30 minutes free view course
Viewing Contribution Data Do you need to look up and view contribution history, contribution detail, a payment schedule, or gift societies? Learn how to view contribution data in CRM Advance. 11 minutes free view course
Campaign Maintenance Do you need to know how the current campaign such as the President’s Campaign for the Future is progressing towards its goals? Learn how to create new campaigns, campaign levels, and track progress towards campaign goals. 17 minutes free view course
Managing Memberships
Setting Up Membership Programs and Levels Do you want to encourage donations using membership programs? Do you want to award levels such as the silver, gold, or platinum level to increase engagement? Learn how to add membership programs or levels. 8 minutes free view course
Premium Maintenance Do you offer premiums such as coffee mugs, shirts, books, or event tickets to donors at different support levels? Learn how to create, assign, and track premiums associated with contributions. 15 minutes free view course
Managing Dues Payments Do your constituents support your institution through monthly dues? Learn how to enter, adjust, or void dues payments. 33 minutes free view course
Managing Memberships Does your institution use membership programs to encourage donations to specific programs at predetermined amounts through monthly dues payments? Learn how to management memberships by adding new members, adding premiums. Also learn how to adjust, renew, or cancel memberships. 24 minutes free view course
Viewing Membership Inquiry Forms Do you need to lookup and view membership information? Learn to use the membership inquiry forms to view payment, gift, and membership information. 15 minutes free view course
Moves Management
Moves Management Do you need to track and manage activities related to prospects and constituents? Learn how to create or enter phone calls, emails, tasks, and other activities. 30 minutes free view course
Communications
Managing Campaigns Do you have annual campaigns that support the mission of the institution? Do you need to setup and maintain campaigns such as the President’s Campaign or the Annual Giving Campaign? Learn how to setup and manage campaigns. 11 minutes free view course
Communication Plans Do you have a robust communication plan to solicit constituents? Automate your institution’s communication plan to send the right message, to the right person, at the right time. Learn how to create communication plans. 18 minutes free view course
Marketing Lists Do you communicate to large groups of constituents? Learn how to create dynamic and static marketing lists to select constituents based on your predetermined criteria. 12 minutes free view course
Managing Appeals Do you use a wide variety of channels to appeal to your constituents to support the communication plan, including, but not limited to, direct mailings, email, and phone-a-thons, to name a few? Learn how to create and managing appeals. 7 minutes free view course
VSE Reporting
VSE Reporting Does your institution participate in the Voluntary Support of Education Report (VSE)? Learn how to setup, run, and view VSE reports. 7 minutes free view course
Duplicate Merging
Duplicate Merging Are duplicate records an issue at your institution? Learn how to merge duplicate person and organization records. 6 minutes free view course
Constituent Experience
Constituent Experience Do you use the constituent experience for online giving? Learn how to configure settings and set a designation for online giving as well as view contributions in an unposted entry session. 7 minutes free view course