The document serves as an evaluative guide to Fundly CRM, outlining its modules and functionalities for effective donor engagement and relationship management. Key features include centralized communication, advanced search capabilities, customizable acknowledgment templates, and the ability to configure donor data for enhanced reporting and engagement strategies. The guide emphasizes the importance of proper setup and configuration to optimize the CRM for fundraising and donor retention efforts.

1. AN INTRO TO
Fundly CRM
An evaluator’s guide to the modules that
make up Fundly CRM
Dan Wain
VP Business Development
A Publication of

2. Table of
Contents
1 - Introduction and Active Modules
2 - CRM Modules and the Basics
3 - Fundraising Acknowledgements
4 – Configurations
5 – Newsletters and Templates
5 - Memberships
6 - Events
7 - Pages
8 - Overview/Pricing

3. CHAPTER ONE
Introduction
1

4. Constituent Relationship
Management
CRM is a lifeline for donor engagement - the key to unlocking long
tail growth with donors and ensuring upward mobility in the
lifecycle of giving.
How does CRM help with cultivating donors to higher giving
levels?
•Centralize Communication: Giving history, email campaign
tracking, moves management, interactions and task reminders,
notes, event invitations, membership levels, relationships and
contact types are all filed against one individual record
•RFM and Giving History: First-largest-latest-average-lifetime
gift, and donation or pledge by giving source will be stored on your
donors. Which fund/campaign/program historical gifts have been
allocated to is also important so you always know supporter affinity
and past giving
•Segmentation and Ask Arrays: Tailoring your message and ask
amounts to specific donor segments based on contact type, giving
history, wealth capacity, demographics, and custom information is
key to improving average gift amount and upgrading donors
A central repository for data.

5. Dashboard: Upon login, you will be taken to a
dashboard with growth in giving metrics (fingers
crossed!) and other year over year performance trends
based on gift source and category. The dashboard is a
place for high level information and can be configured
to show only the reports important to you.
Green Button is your Modules MenuGreen Button is your Modules Menu

6. My Account: From your login, navigate to My
Account. Check to ensure Pages and Membership
Management are activated. Here you will see other
options for account upgrades, add-ons, and changing
passwords.
Single Sign On: If you subscribe to multiple Fundly products you can easily switch between
integrated solutions. You also access user roles here.
Click on to go back to your dashboard.Click on to go back to your dashboard.

7. Search: Basic Search or Advanced Search
Quick Add: Add a Contact, Gift, Grant….more
Last 10: List of the last 10 records accessed
Invoices: See InvoicesInvoices Chapter
Breadcrumbs: Never get lost. A list of where you have
been in the CRM

8. CHAPTER TWO
CRM Modules and
the Basics
2

9. Add A Record

10. In one click: I now have an understanding of this donors
giving channel preference, RFM(A) history, his family/work
relationships, the type of contact he is to my nonprofit [Donor,
Volunteer, Member, Sponsor], how we acquired him as a
supporter and personal info such as his birthdate, ethnicity
and age. This data is generally imported into Fundly CRM and
manually kept up throughout the year.
Less data entry: Records can be auto created and updated in
Fundly CRM by donors, members or event registrants from
online pages that you’ve created and made live from the CRM
—See Pages
Record View

11. Centralizing Data: Fundly CRM utilizes a “window pane”
structure in each record to effectively containerize important
data related to donor interaction history, memberships, event
attendance, communications, invoices, recurring gifts and
more. You select what data blocks show up on the record
using
Quick Tip: You can add Custom DataCustom Data
SetsSets in Fundly CRM to track desired
data fields on contacts. These data sets
then take the form of a ‘window’ on the
record
Quick Tip: You can add Custom DataCustom Data
SetsSets in Fundly CRM to track desired
data fields on contacts. These data sets
then take the form of a ‘window’ on the
record
Record View

12. Take a few minutes and add a few more contacts and
gifts to your database so you have some data to
manipulate.
Add Donations and Contacts

13. Start by creating a new batch.
This screen will show you your current batches
and the status of those batches. You can assign
users, edit in progress batches, and view
completed batches.
If the user does not have admin access to edit
batches, they will only be able to access their
assigned batches.
Click to get started
Batch Gift Entry

14. Batch Gift Entry allows a user to input multiple gift
entries and select commonalities for the batch. A few
field examples include:
•Fund
•Gift Source
•Mode of Payment
•Campaign/Program
•Appeal
•Event Association
•Solicitor Assignment
Batch Gift Entry

15. Next up is to assign the batch to a data entry user or to
yourself.
When a user is assigned a batch, they will be able to add
donations to the batch once they have logged in to
Fundly CRM
Batch Gift Entry

16. Navigate back to your list of Batch Gift Entries from Step
1.
Locate your batch and click
Input your gifts and enter the field values that are not
common among the gift entries. If the batch requires
approval, send for approval and the CRM administrator
will review the batch and approve or reject it.
Batch Gift Entry

17. If rejected by an administrator, the batch will be sent
back to the initial user for review along with notes as to
why the batch was rejected.
Batch Gift Entry

18. Advanced Search: An Advanced Search allows you to
query on over 100 out of the box fields in addition to any
custom data sets you create in Fundly CRM. By clicking the
+ button, you can add ALL/ANY parameters that allow you
to build advanced lists of contacts.
Ex: Here we are querying on Membership Type/LevelMembership Type/Level
Advanced Search

19. Query Criteria: All Male Donors + With Donation History >
$10 + Living in State of GA + With Email Addresses
Advanced Search

20. Query Result: Based on the query parameters, we have 35
records. You now have the option to export the list to excel,
or take “action” on the group.
Actions allow you to do a variety of tasks on your query. For
instance, creating a smart tag allows you to tag each
member of this record group such as “Atlanta MG Prospects”
or send an email to everyone in the group.
Advanced Search

21. Advanced Search
Query on Connect+Enterprise: One of the benefits of having the Fundly platform is you get
to integrate data points from our volunteer management platform Fundly Connect and
crowdfunding platform Fundly Enterprise into Fundly CRM.
• If you subscribe to FundlyIf you subscribe to Fundly
Connect you will be ableConnect you will be able
to query on volunteeringto query on volunteering
data and gift data in onedata and gift data in one
central record to segmentcentral record to segment
contacts.contacts.
• Find all your sustainerFind all your sustainer
givers and developgivers and develop
communication/retention/communication/retention/
upgrade strategiesupgrade strategies

22. CHAPTER THREE
Acknowledgments
3

23. Acknowledgement Settings: Default donation, tribute, and soft
credit acknowledgments templates are created here. Templates can
be created and previewed on-screen. If a gift is made to a fund with
no set acknowledgment template—the donor will be scheduled to
receive the default template you setup here. It is required to
setup all your acknowledgment templates as an initial
first step, before entering in donations.
Having a streamlined and efficient acknowledgement process can
improve donor engagement and showcase your organizations deft
ability to thank supporters. By selecting Create New on any of the
templates, you can design and create your custom thank-you
communications.
To Get There: Settings Acknowledgment Settings
Acknowledgment Settings

24. Note that some templates have pre-defined system fields.
You wouldn’t want to Select Tribute Type 1 or PledgeTribute Type 1 or Pledge
Payment AcknowledgmentPayment Acknowledgment as your default donation
acknowledgment template. {TributeType} is a field listed in
the Tribute Type 1 template and would not make sense to a
donor who made a general donation to see this field or
receive that type of acknowledgment.
To Get There: Acknowledgment SettingsCreate New
Select Template
Acknowledgment Settings

25. Our easy to use in-line template editor rivals many
professional marketing offerings. Using the widgets and
layout, you can customize the blocks in your template to
make robust and responsive thank-you’s.
All of the templates in Fundly CRM are built with responsive
design—meaning the acknowledgment will adapt and adjust
to whatever device your donor is using to view it upon receipt
Make sure to name your template in the upper left and save it
to easily identify it for future use. Also,
Acknowledgment Settings

26. Acknowledgement Preferences: Organizations have
differing needs when thanking donors. For instance, some
organizations want to send separate acknowledgements for
soft credited donors (i.e. a spouse) whereas others combine.
Another preference might be to thank donors by ‘gift’ or by
‘donor’. By selecting ‘gift’, Fundly CRM will create an
acknowledgement for each gift made. If ‘donor’ is selected,
then a donor will receive one acknowledgement for multiple
gifts made in between acknowledgement send times.
The option to auto acknowledge exists for online donations.
Whatever fund you have your online donation page set to will
determine the acknowledgement template sent.
Acknowledgment Settings

27. Acknowledgement by Fund: With many types of funds
donors can make gifts to, setting up your acknowledgments
by fund is the most granular option. When setting
acknowledgment by fund, all gifts made to that fund will
receive the template selected for that fund regardless of what
the default acknowledgment setting is. Note that this is
done outside of Acknowledgment Settings in Funds
Configuration.
If you have a disaster fund, the acknowledgment that you
prefer to send your donors is likely different than a general
operations acknowledgment.
To Get There: Configurations Fundraising Funds
Acknowledgment By Fund

28. Sending Acknowledgments
Send Acknowledgment Upon Gift Entry: You can also
send your default acknowledgment at the time of gift entry.
The default system setting is to send the acknowledgment
later.
Let’s navigate to our Acknowledgment Queue

29. Sending Acknowledgments
•You can send email or mail acknowledgments
•A donor must have an email address to receive an email
acknowledgment and a mailing address to receive a mail
ack.
•Further, the donor’s Communication PreferencesCommunication Preferences should be
turned to ‘Yes’ on send email and send mail
•You will likely have a few different ack. templates for primary
donations
•You can search by date range to see if you have any
unfulfilled acknowledgments
•There should be 4 categories of acknowledgments with your
configured templates and the total ack. “due” next to the
template.
•Online donations can be automated by selecting ‘Send Auto
Acknowledgment’ for Online Donations (p.20)
Sending Acknowledgments

30. DIY
1.Make sure you’ve created your acknowledgment templates
and entered in a few donations this week for donors
2. Select the current week using the filter
3. The total number of unfulfilled acknowledgments
will appear, along with the donor names and gift
details
4. Name your Batch “Donation Ack. Week 1” and click
Generate in the lower right portion of your screen
Sending Acknowledgments

31. Sending Acknowledgments
• Acknowledgments are highlighted
based on the donor communication
preference
• You can de-select an
acknowledgment by clicking on the
highlighted square
• If a donor has no mailing address
or email, that acknowledgment type
will not be available
• Toggle to Email and Mail categories

32. Sending Acknowledgments
• Select your sender preferences and send the eAcknowledgment
• Download your acknowledgments in Word format or PDF
• Create an Envelope Template and download
• Print and send your ack.

33. Sending Acknowledgments
• Select your sender preferences and send the eAcknowledgment
• Download your mail acknowledgments in Word format or PDF
• Create an Envelope Template and download
• Print and send your ack.

34. CHAPTER FOUR
Configurations
4

35. Configurations Drive
Reporting
Quality data management and reporting starts with configuring
your database so donor queries yield outputs and findings that
help you execute mission critical decisions. These configurations
also fuel your supporter engagement strategy and touch points.
Many functions of CRM are delivered out-of-the-box, however, it is
important to map out the way your organizations wants information
entered. For instance, if you are a human services organization
you likely work with clients and have program clinicians as contact
types. A veterans organization likely tracks veteran status data
and potentially other cause specific fields such as medals
awarded.
These configurations are generally a one-time setup but can be
optimized and added to as you further define business objectives,
create new programming, and develop new fundraising strategies.
It is recommended that your development team and other key staff
take part in a CRM implementation meeting to list out needs.
There is no right or wrong way to configure labels and fields or the
categories and cohorts you wish to label constituents, however,
there are certainly some practical applications and best practices.
Navigate to: Main MenuConfigurations
Tuning your CRM for your specific requirements.

36. Customization vs. Configuration: Overwhelmed? Having
many configurations is a good thing. We’ve provided you with
the capability to configure Fundly CRM to fit your needs. The
difference between configuration and customization is
configuration can be done at 10X less cost. Customization is
generally done by consultants and requires coding + cost.
Configurations

37. Task: Create a New Fund
CodeCode - 01
NameName – Operating Fund
End DateEnd Date – 01/2018
EnableEnable RFA Calculation
*Skip Chart of Account, Account Class, Program, Campaign*
Set 6 Fixed Ask Amounts: $10, $25, $50, $100, $250, $500
Fund Configuration
Navigate to Funds Configuration sub category under Fundraising

38. Look familiar? Create a New Acknowledgment Template for
the Operating Fund. You can also select a Soft Credit and
Tribute Template. Acknowledgment by Fund trumps the
default Acknowledgment Setting.
Task: Try creating multiple funds with differing ask amounts
and unique acknowledgment templates.
Navigate back to Configurations.
Fund Configuration

39. It’s time to setup your contact types. Think about how you
label your constituents and create some user-generated
contact types. The system provides some ‘baked’ types like
‘donor’, ‘member’, and ‘volunteer’ contact type.
Contact Type Configuration

40. Label your contact type, upload an icon to visualize these
contacts, and select if this type applies to individuals or
organizations.
You’ll want to make the Contact Type active but probably will
not want to make it a Default Contact Type—meaning all new
records get this label.
Save a few Contact Types and navigate back to Contact
Information Configuration
Contact Type Configuration

41. Next, try configuring a few Contact Sources, NewsletterContact Sources, Newsletter
CategoriesCategories, and Relationship Types.Relationship Types.
Tip: Don’t worry at this point about true validity of your
configurations, just try and create a few for each of the above
Configuring these categories is sufficient for Contact
Information Configuration in your FundlyCRM trial.
Next, navigate to Fundraising Configuration.
Contact Type Configuration

42. How does your organization want to label the RFM(A) of
giving with its donors? By bucketing Recency, Frequency, and
Amount of Giving, you have an opportunity to clearly report
and segment donors into groups based on these parameters.
See above examples and configure your RFA Groups
RFA Configuration

43. Fundly CRM easily allows you to capture Custom Data SetsCustom Data Sets (CDS)
on your donors, prospects, organizations, members and other
contact types. These CDS allow you to create an overarching
category for data fields that you want to track for donor
engagement and other unique purposes. You can even make
these transactional data sets to capture changing information over
time.
A nonprofit specializing in youth development and mentoring might
have a need to track child/client grade and graduation data.
Some Data Set Examples
Prospect Research DataProspect Research Data – Wealth Capacity, Ratings
Demographics and PsychographicsDemographics and Psychographics – Interests, lifestyle, affinity
Behavioral InformationBehavioral Information – Likes, Needs, Desires, habits
Custom Data Set Configuration

44. 1.Name your Data Set Prospect Research DataProspect Research Data or something else
2.Apply it to the Contact TypeContact Type that you want to track this data on
3.Create your fields (Estimated Household Income is a field that rolls
up to Prospect Research Data Set)
4.Select which Field Type you want to incorporate for choices
5.Try and create 3-4 fields for your Data Set and Save all. Make sure
to select
Close out Custom Data Sets and open a donor record
Custom Data Sets

45. 1.Once you open a record, click to get to this screen.
2.Go ahead and fill out the fields in your data set
3. Remember, this was a transactional data set so you have the
ability to see a history of how his Prospect Research DataProspect Research Data
changes over time, hence the transaction date
4. Select
Custom Data Sets

46. Custom Data Sets
We need to add our Custom Data Set
using Layout ConfigurationLayout Configuration

47. Custom Data Sets
Check off the Prospect Research Data Element/’Window’ and return to
View the Contact. You will now see your Data Set
Tip: you can move the position of these
ElementsElements using Layout drag/drop

48. Fundraising Configuration - Ask Arrays
Lets move on to Ask Arrays

49. Fundraising Configuration - Ask Arrays
An Ask Array is a configurable set of giving levels that can auto
calculate unique amounts for each donor or it can be a fixed set
of amounts. You’ve already put together a basic Fixed Ask ArrayFixed Ask Array
when you created your Operations FundOperations Fund with 6 Ask Amounts.
• You may want to use different ask arrays for different funds,
campaigns and purposes
• Purposes: Online Giving, Sustainer Giving, Direct Mail Asks,
eAppeal Asks, Peer to Peer Fundraising
• Ask Arrays can auto calculate giving amount suggestions for
each donor based on donor giving history (RFA) or they can be a
fixed amount.
• They generally consist of 3-6 donor giving level options, though
they can differ greatly depending on the fundraising environment
• Ask Arrays that are based on a donor’s giving history = Strategic
As a first step, Add New Ask ArrayAdd New Ask Array

50. • Code:Code: Provide a descriptive Code for your Ask Array, like AR1
• Description:Description: “This Ask Array is designed for Major Gift Donors”
• Culture:Culture: United States
• Ranges Based OnRanges Based On: Ask Array Ranges can be based on
Average Gift Amount, First Gift Amount, Highest Gift Amount and
other criteria. By selecting your range criteria, you are telling the
CRM to review the donor’s past giving based on the selected
criteria which determines the ask arrays a donor receives.
• Apply Rounding:Apply Rounding: You just selected your range criteria, but if a
donor falls in between a range, this allows you to round up or
down.
Ex: Donor Dan Wain has an avg. gift
amount of $137.50
Continued…Continued…
Fundraising Configuration - Ask Arrays

51. Fundraising Configuration - Ask Arrays
Add Desired Ranges –Add Desired Ranges – These can be whatever amounts you would
like. Understand, donors will fall into these ranges and get specific
asks based on the range they fit into. Remember, we decided to
base our ranges on a donor’s average givingaverage giving
Range 1: $0 - $100 avg. gift
Range 2: $100 - $250 avg. gift - Dan’s RangeRange 2: $100 - $250 avg. gift - Dan’s Range
Range 3: $250 - $500 avg. gift
Range 4: $500 - $1,000 avg. gift

52. Fundraising Configuration - Ask Arrays
Add Asks–Add Asks–Since we are configuring asks for donors that fall into the
$100 - $250 avg. gift grouping, I’ve created two fixed asks for $100
and $250 as my first two options a donor in this rangerange might
consider.
Looking from a micro level at Dan Wain’s record, you notice his
average giving is $137, but largest gift is $250
Continued…

53. Fundraising Configuration - Ask Arrays
Ask 3–Ask 3– Ask 3 involves a calculated ask where
you’d like to ask the donor for 2X the average size
of their giving rounded up to the nearest $10 with a
Minimum Ask of $200 and a Maximum Ask of $500
$280
So…What ask amount
would appear for the donor
Dan Wain on ask 3?
So…What ask amount
would appear for the donor
Dan Wain on ask 3?
$280

54. CHAPTER FIVE
Communication
5

55. Communication -
Fundly CRM is unique in that you have a fully integrated e-communications module built into the software. We’ve created widget style templates you can use to build out yourFundly CRM is unique in that you have a fully integrated e-communications module built into the software. We’ve created widget style templates you can use to build out your
Newsletters.Newsletters.
This functionality not only allows you to create robust templates using a modern toolset, but also allows you to track email metrics and segment recipients using theThis functionality not only allows you to create robust templates using a modern toolset, but also allows you to track email metrics and segment recipients using the AdvancedAdvanced
SearchSearch we reviewed earlier.we reviewed earlier.
Start by navigating to your Newsletters menu option and pull up your list of Newsletters. (You won’t have any yet).Start by navigating to your Newsletters menu option and pull up your list of Newsletters. (You won’t have any yet).
Create a NewsletterCreate a Newsletter

56. Communication -
This wizard style step by step process should start becoming familiar to you as it is used in almost all modules.This wizard style step by step process should start becoming familiar to you as it is used in almost all modules.
Fill out your Sender information. You will need to have created aFill out your Sender information. You will need to have created a Newsletter CategoryNewsletter Category inin ConfigurationsConfigurations to proceed. You can also associate this newsletter to a campaign if you’dto proceed. You can also associate this newsletter to a campaign if you’d
like.like.
You may add an attachment up to 4MB to your Newsletter.You may add an attachment up to 4MB to your Newsletter.

57. Communication -
Select your Newsletter Template of choice (similar to Ack.Template p. 18)Select your Newsletter Template of choice (similar to Ack.Template p. 18)
Wait a few seconds for loading….Wait a few seconds for loading….
Select your widgets, drag and drop to the newsletter, edit: colors, padding, logo, buttons…Select your widgets, drag and drop to the newsletter, edit: colors, padding, logo, buttons…Name and Save the Template.Name and Save the Template.

58. Communication -
Select your Newsletter Template of choice (similar to Ack.Template p. 18)Select your Newsletter Template of choice (similar to Ack.Template p. 18)
Wait a few seconds for loading….Wait a few seconds for loading….
Select your widgets, drag and drop to the newsletter, edit: colors, padding, logo, buttons…Select your widgets, drag and drop to the newsletter, edit: colors, padding, logo, buttons…Name and Save the Template.Name and Save the Template.

59. Communication -
Make sure to select the correct Template and Setup is accurate.Make sure to select the correct Template and Setup is accurate.
Proceed to Step 2 to Select Recipients.Proceed to Step 2 to Select Recipients.

60. Communication -
If you select with no filter you will pull a list of all records that have Emails, with a Communication Preference of ‘Yes’, Not Deceased and are subscribed to the Newsletter Category you’ve selected.If you select with no filter you will pull a list of all records that have Emails, with a Communication Preference of ‘Yes’, Not Deceased and are subscribed to the Newsletter Category you’ve selected.
If you select the button you can pull open yourIf you select the button you can pull open your Advanced SearchAdvanced Search parameters and produce a segment from the default filtersparameters and produce a segment from the default filters
Ex: All Male Donors + With Donation Amount > $10 + Living in State of GA + With Email Addresses (only this time we don’t need the Email Addresses filter since it is default)

61. Communication -
You should alw ays send yourself a test New sletterYou should alw ays send yourself a test New sletter

62. Communication -
Onc e y ou r ne ws lett er h as be en s en t y ou c an re v ie w d eliv ery m e tri c s and s o rt b y :Onc e y ou r ne ws lett er h as be en s en t y ou c an re v ie w d eliv ery m e tri c s and s o rt b y :
Op en sOp en s
Cl ick sCl ick s
Bo un cesBo un ces
Un su bsc ribe sUn su bsc ribe s
Un de live rab leUn de live rab le
Co mp lain tsCo mp lain ts
Note: The Newsletter must show
Completed Status for metrics to
become available. If it is still
Pending it is in the queue for
sending.
Note: The Newsletter must show
Completed Status for metrics to
become available. If it is still
Pending it is in the queue for
sending.
If a recipient Unsubscribes, it also updates their CRM recordIf a recipient Unsubscribes, it also updates their CRM record

63. Communication -
L ab els an d L ett ersL ab els an d L ett ers wor k v ery s im il arly to New s le tte rs . Lab els an d L ett ers are fo r pr int and m ail. A l abe l w ill t ak e y o ur c on tac t n am e a nd add res s a nd all ow y ou to pri nt off y ou r m aili ng lab el.wor k v ery s im il arly to New s le tte rs . Lab els an d L ett ers are fo r pr int and m ail. A l abe l w ill t ak e y o ur c on tac t n am e a nd add res s a nd all ow y ou to pri nt off y ou r m aili ng lab el.
•L ab elsL ab els m us t be prin te d v ia PDFm us t be prin te d v ia PDF
•T he s a m eT he s a m e Ad va nce d S ear chAd va nce d S ear ch c o nc e pts ap ply h ere as they ha v e e arlie rc o nc e pts ap ply h ere as they ha v e e arlie r
•K ee p in m ind y o ur d efa ult em ai l c r iteri a d oes n ot a pp ly h ere s o if y ou ju s t h it y ou r ou tpu t wi ll b e d iffe ren tK ee p in m ind y o ur d efa ult em ai l c r iteri a d oes n ot a pp ly h ere s o if y ou ju s t h it y ou r ou tpu t wi ll b e d iffe ren t
•Y ou ’ll n ee d t o c reat e te m p la tes for bot h y our la bel s a nd l ette rs an d s av e the mY ou ’ll n ee d t o c reat e te m p la tes for bot h y our la bel s a nd l ette rs an d s av e the m
•Y ou wil l b e n otif ied v ia em ai l on c e y ou r re qu es t fo r y o ur l abe ls an d le tte rs h as c om p lete d ( this is wha t w e c all an offl ine pr oc e s s )Y ou wil l b e n otif ied v ia em ai l on c e y ou r re qu es t fo r y o ur l abe ls an d le tte rs h as c om p lete d ( this is wha t w e c all an offl ine pr oc e s s )
•A hi s to ry of y ou r La bel s a nd Le tter s ex is t sA hi s to ry of y ou r La bel s a nd Le tter s ex is t s

64. Communication -
Y ea r En d Tha nk You ’sY ea r En d Tha nk You ’s are v er y s im ilar toare v er y s im ilar to New sle tte rs a nd Le tter sNew sle tte rs a nd Le tter s
•T he de fau lt t em plat e fo r Y ea r En d T han k Y ou ha s s om e c us t om fie ldT he de fau lt t em plat e fo r Y ea r En d T han k Y ou ha s s om e c us t om fie ld
pla c eh old ers y o u n ee d to be aw are of . Pl eas e t es t the s e be forepla c eh old ers y o u n ee d to be aw are of . Pl eas e t es t the s e be fore
s en di ngs en di ng
•Y ou m a y wan t to c re ate un iq ue YE Tha nk You s for v ar ious do no r s egm en tsY ou m a y wan t to c re ate un iq ue YE Tha nk You s for v ar ious do no r s egm en ts

65. CHAPTER FIVE
Memberships
5

66. Membership Configurations
Before you manage, edit, sell, or renew your memberships you need to build out your membership levels, and other criteria in Configurations.
Using the Membership Module, your organization will be able to manage memberships by creating member benefits, notifying members of renewal
dates, mass renewing members, administering changes on the backend, and providing your members with an online login and directory for interaction.
The membership levels you create in Fundly CRM will be available for online purchase and renewal usingThe membership levels you create in Fundly CRM will be available for online purchase and renewal using PagesPages (next chapter).(next chapter).
Start by setting your Membership Configurations….Membership Configurations….

67. Membership Configurations
•When clicking on Membership Levels you are taken to a screen with
all active membership levels and the total number of active/inactive
members for each membership level. Your database likely has no
membership levels configured.
•You can edit, delete, activate/inactivate membership levels from this
screen
•Start by Adding a Membership LevelMembership Level

68. Membership Levels
•Create a single membership and label it as Annual Member
•Set Validity to 12 Months, and keep the renewal condition as N/A– the
membership will renew after 12 months
•Provide a 14 day grace period for your members if they do not renew
their membership after the 12 month time period
• will open ‘Understanding Custom Renewal Conditions and Renewal‘Understanding Custom Renewal Conditions and Renewal
AttributesAttributes’ guide. Check it out.
•If you’d like to associate a campaign to the membership level, such as
‘2016 Membership Acquisition’ this will be reportable
•Chart of Account or Account Class relate to your accounting designation
•Put in basic details about your Membership and

69. Membership Levels –Pricing Settings
Pricing Settings allow you to create multiple pricing level options for
new membership and renewal membership.
*Most membership levels have one pricing level*Most membership levels have one pricing level
Ex:Ex: You have two levels of Annual membership, one at a higher price level than the other ($100 vs. $50). Select
to create two+ pricing levels for annual membership. You can also define a price point for both new and
renewing memberships by selecting

70. Membership Levels –Benefit Settings
Benefits can also be configured inBenefits can also be configured in Membership Configurations
Select Add New BenefitAdd New Benefit
•Let’s make this benefit a Fixed Quantity BenefitFixed Quantity Benefit
•Fill out your benefit details
•You’ll want to create a Custom FieldCustom Field to capture T Shirt Size (S, M, L
etc.) This field will come into play on Membership Forms
•Save the Benefit
•You can also create Event Ticket Benefits which allows you to provide
members free tickets to events you setup in Events Module

71. Membership Levels –Notifications
NotificationsNotifications can be configured to trigger renewal reminder emails and
confirmations to your members when memberships are coming due or
have been renewed successfully.
Fill out what you’d like your message to say to upcoming member
renewals. Note that you have field placeholders to include in your
messaging.

72. Membership Levels –Form Configuration
You can create different forms for different Membership Levels.
Each form is configurable and allows you to add Custom FieldsCustom Fields as
well as Custom Data SetsCustom Data Sets to the form. This is what your potential
members will fill out when applying for membership.
From the dropdown Menu, select Add New FormAdd New Form and label it
‘Annual’. Add your fields to the form and Save.
You can also access your forms and add new ones for individuals
and organizations in ConfigurationsMembership Forms
You’ve successfully created your first Membership Level.

73. Membership Levels –
Let’s now add a new member to the database from the back end.
Open the Membership Module from the Main Menu and select
Manage Membership.
Select the contact name and a membership invoice will be created for
that contact
Look familiar? Select the Membership Level and Pricing Level for your
contact

74. Membership Levels –

75. Membership Levels –
Fill out the Membership FormMembership Form that you configured for your contact
and Receive PaymentReceive Payment if the member has paid. If the member still owes
the due, you wait to receive payment until it has been paid. This would
involve opening Invoices and Receiving Payment at a later time.

76. Membership –
We’ve collected and received the $100 Annual Membership Due in
cash and can send a receipt to our member.
*This form filling/invoicing/receipting process occurs with online*This form filling/invoicing/receipting process occurs with online
purchased memberships as wellpurchased memberships as well..
At any time we can navigate to Invoices and see a history of our
members’ payments

77. Membership –
You provided a t-shirt benefitt-shirt benefit for becoming an annual member so now
it is time to fulfill the benefit. Fulfilling benefits ensures you provide
your members with what was promised and keeps you organized.
If a shipment of t-shirts gets lost for instance, you can come to here to
track the shipment and change the status. Once you’ve fulfilled the
order, change the status to fulfilled.

78. CHAPTER SIX
Events
6

79. Events –
Events in Fundly CRM start with a 4 step setup process which
generates an event dashboard. Your dashboard is the central
administration place for the event invites, sponsors, tickets, and
revenue calculation.
Fill out your Event DetailsFill out your Event Details (Add a Venue/Host if desired)(Add a Venue/Host if desired)
Fill out your Schedule SettingsFill out your Schedule Settings (Make a Repeating Event if desired)(Make a Repeating Event if desired)

80. Events –
Create Two Registration Types:Create Two Registration Types: Free and Paid (Notice Member PricingFree and Paid (Notice Member Pricing))
OpenOpen SettingsSettings for the VIP Registrationfor the VIP Registration
Starts On/Ends OnStarts On/Ends On – Makes registration available during a timeframe– Makes registration available during a timeframe
Fee TypeFee Type – Absorb, Pass On, Split the $1 fee with event registrants– Absorb, Pass On, Split the $1 fee with event registrants
AvailabilityAvailability – Make registration available to members only or– Make registration available to members only or
everyoneeveryone
Group SizeGroup Size –Creates a Group registration (5 = 5 group seats)–Creates a Group registration (5 = 5 group seats)

81. Privacy SettingsPrivacy Settings Publish the event toPublish the event to Pages on a specific time or createon a specific time or create
a private event that is only available for offline invites via emaila private event that is only available for offline invites via email
Field PropertiesField Properties Allow you to associate accounting class/chart ofAllow you to associate accounting class/chart of
account with the eventaccount with the event
TagsTags Allow you to create search keywords on your Pages for people toAllow you to create search keywords on your Pages for people to
find your eventfind your event
Let’s move on to theLet’s move on to the Event Dashboard.Event Dashboard.
Events –

82. Event Dashboard
Your Event Configurations on the left allow youYour Event Configurations on the left allow you
to promote your event, create tickets, forms,to promote your event, create tickets, forms,
waitlist settings, add sponsor logos, send eventwaitlist settings, add sponsor logos, send event
invites, upload event documents, and putinvites, upload event documents, and put
together your event reminder notifications. Trytogether your event reminder notifications. Try
configuring some of these items…configuring some of these items…
The window panes are back, this time in the formThe window panes are back, this time in the form
of event revenue performance, sales, attendeesof event revenue performance, sales, attendees

83. Event Dashboard
Waitlist SettingsWaitlist Settings
Registration FormRegistration Form TicketsTickets
Email InvitesEmail Invites
Document Upload+Sponsor Logos+Track ExpensesDocument Upload+Sponsor Logos+Track Expenses

84. Events -
Scenario:Scenario: You are having an event and day of the event you haveYou are having an event and day of the event you have
people registering at the “door”.people registering at the “door”. Quick TicketingQuick Ticketing allows you toallows you to
quickly capture new contact records if the event registrant is a newquickly capture new contact records if the event registrant is a new
contact to your organization or pull up a current contact record forcontact to your organization or pull up a current contact record for
registration and have them purchase tickets on the spot.registration and have them purchase tickets on the spot.
1. Start by entering in the contact name1. Start by entering in the contact name
2. Select the type of event ticket2. Select the type of event ticket
3. Select the payment method and3. Select the payment method and
proceed with your data entryproceed with your data entry
All registration data flows into yourAll registration data flows into your
Events ModuleEvents Module..

85. CHAPTER SEVEN
Pages
7

86. Pages
Pages allow your organization to publish Donation forms, Events, and Memberships online. Turn on all your Pages
Much of what you create on your pages is an extension from the modules we’ve covered earlier. So, there is a certain connectivity between EventsEvents, MembershipsMemberships, FundsFunds,
Campaigns,Campaigns, and Ask Arrays.Ask Arrays.
As you create Events and Memberships and configure the event registration/membership levels in the modules, you are surfacing those configurations to PagesPages.
Let’s start by reviewing Donation Pages.
All Fundly CRM transactions completed online are processed through payment processor Stripe

87. Pages
Click on Configure Fundraising Pages and Add a Fundraising PageAdd a Fundraising Page

88. Pages
TitleTitle: Ask Array Testing: Ask Array Testing
Menu NameMenu Name: Donate: Donate
Display Order in MenuDisplay Order in Menu: 1: 1
Source of DonationSource of Donation: Online: Online
FundFund: Operating Fund: Operating Fund
CampaignCampaign:: OptionalOptional
Program:Program: OptionalOptional
Allowing a donor to choose a Program when making a donation allows you to
allocate funds accordingly

89. Pages
Go ahead and fill out some text, add images, and overall content + media that youGo ahead and fill out some text, add images, and overall content + media that you
want to include on your fundraising/donation page. The media step is for awant to include on your fundraising/donation page. The media step is for a
Youtube link.Youtube link.
Navigate back toNavigate back to PagesPages and configure Look and Feel of your pageand configure Look and Feel of your page

90. Pages
• You have two Page templates to choose fromYou have two Page templates to choose from
• You can configure/edit the banner pictures, logo and button/background colorsYou can configure/edit the banner pictures, logo and button/background colors
• You can also configure the placement of where menu items are located on the page, andYou can also configure the placement of where menu items are located on the page, and
create submenus under the menu headercreate submenus under the menu header

91. Pages
Remember, we associated this General Fundraising Page to our
Operating Fund.Operating Fund. This fund has an ask array that we configured
earlier which you can change and edit at the fund level in
Configurations (p.42)(p.42)

92. Pages
Next up is Events. When you turn on your Event Pages your
Event Calendar automatically appears. We created the event
Kicking out CancerKicking out Cancer (p. 62) which is a recurring event every
Tuesday for one year. Select the event on the 16th
.

93. Pages

94. Pages
Now onto Memberships. When you turn on your
Membership Pages your Membership LevelsMembership Levels automatically
appear. We created a Level called Annual with two
Payment Levels (p.52)

95. Pages

96. Pages
The potential member or event attendee will need to create a User Name and Password before purchasing membership orThe potential member or event attendee will need to create a User Name and Password before purchasing membership or
event ticket.event ticket.
That leads us toThat leads us to Member/Donor ProfileMember/Donor Profile

97. Pages
The potential member or event attendee will need to create a User Name and Password before purchasing membership orThe potential member or event attendee will need to create a User Name and Password before purchasing membership or
event ticket.event ticket.
That leads us toThat leads us to Member/Donor ProfileMember/Donor Profile

98. Pages
Member/Event Registrant signs up on your Page and creates a LoginMember/Event Registrant signs up on your Page and creates a Login

99. Pages
Member/Donor Profile: Donors and Members have the
ability to change their personal information directly from their
profile. All front changes taking place will also update the
Fundly CRM record. Relationships can be edited as well.

100. Pages
Member/Donor Profile: Donors and Members have the
ability to see their Payment History, Giving Details, Recurring
Donations, Events Attended + Ticket download, and
Membership Renewal/Upgrade from their login.

101. Pages
Once logged in the user can
continue with purchases

102. Pages
Checkout Process: The user can add items to their
shopping cart: Event Registration, Donation Amount,
Membership Purchase and checkout when ready with their
credit card. All information conducted through Pages shows
up in Fundly CRM in the associated Modules previously
reviewed.

103. Notifications Set-Up: Decide who gets notified at your
organization when donor/member contacts update their
Profile or when they checkout with a donation purchase,
event registration, or membership purchase.
Pages Configuration

104. Member Directory Set-Up: Navigate to Pages and Click on
Membership (not the green button). Decide what fields you
want to show on your Membership Directory here.
Pages Configuration

105. WordPress Plugins
Wordpress Plugins: If your website is on Wordpress, we’ve
developed plugins that mimic the functionality Pages offers
directly into your website. We have Donation Plugins, Event
Plugins, and Membership Plugins (avail. 4/1/16).
Above is an example site using the Donation Plugin
•These plugins provide the same data integration and
capture into Fundly CRM as Pages.
•These Plugins cost approximately $500 per plugin with
installation

106. Donation Widget
Donation Widget: We offer a donation widget builder that
allows you to create as many giving “blocks” as you desire.
You setup the fund prior to creating the widget and the
colors/size of the block.
You then generate some script which can be embedded into
any CMS
You can have multiple widgets on multiple pages on your
website that flow to different funds

107. CHAPTER EIGHT
Overview and
Training
8

108. WordPress Plugins
There are many other modules within Fundly CRM that are
important to discover and review as you evaluate Fundly
CRM:
Newsletters
Appeals
Reports
Mailchimp Integration
Data Hygiene Rules
Batch Gift Entry
Premiums
Financial Module + Quickbooks Integration
Importing Data
Before you try out these other functions, start with this guide
and grow from it. If you don’t do events or memberships, try
and focus on other aspects that relate to your mission. Our
purpose is to make your business processes easier and
more automated. Much of the functionality we reviewed in
this book is reproducible in other areas of the system. Please
contact support@fundly.com or sales@fundly.com if you
want additional assistance!

109. Overview
General
•We base our subscriptions on number of contacts that you
have in your CRM instance and other factors
•We offer a “CRM for Life” offering for organizations looking to
invest one-time in cloud based CRM
•Training Costs $150/hour (20 hours minimum recommended
at start)
•Technical Rates are hourly: $100/hour
•Phone Support $110/month
•Data Migration from other CRMs/Excel/other files varies
based on complexity. This is a TBD cost after a conversation
with our data migration team and sample from your database
•Other costs include online Events Ticketing/Membership
Sales ($1 fee for event ticket and membership) and 2.2% + 1%
donation processing on all online donation/event/membership
transactions through
•Other add-ons (WordPress Plugins, other) vary in cost
•API Projects are most successful when working in
collaboration with the Fundly CRM technical team