Support documentation for LGL

Knowledge Base

LGL Training Course

Comprehensive overview of LGL's core functionalities

45 articles

Year-End Tax Receipts/Annual Statements

Instructions for sending year-end tax receipts/annual statements by mail or email

7 articles

Getting Started

Logging in, customizing look and feel, changing passwords, adding team members

29 articles

Data Migration, Organization & Cleanup

Guidance for prepping and migrating data into LGL, and for cleaning up your LGL data

13 articles

Importing

Guidance for importing your data into LGL using the Flex Importer

35 articles

Home / Dashboard

Using the Little Green Light Dashboard and Calendar

2 articles

Constituents

Households, relationships, merging, deceased constituents, duplicates, memberships

39 articles

Constituent Searches & Lists

Basic searching and filtering, complex searches, saved searches, building lists

11 articles

Fundraising (Gifts & Pledges)

Gift and pledge entry, campaigns, funds, appeals, events, in memory, soft credits

32 articles

Acknowledgments

Setting up and sending email and print acknowledgments

14 articles

Tributes

How to record, acknowledge, and import tributes, and accept them via an LGL form

4 articles

Appeals & Events

Managing events and appeals, working with auction software, exporting event data

20 articles

Searching

Simple or complex searches, searching or browsing, saved searches

10 articles

Reports

Building and customizing, scheduling, constituent vs. fundraising, smart fields

16 articles

Mailings

Creating mailmerge letters, envelopes and labels for reminders, solicitations, etc.

18 articles

Emailing

Learn all about sending emails directly from LGL

22 articles

LGL Forms

Building, enabling payments, look and feel, integrating data flow to LGL, publishing

65 articles

Integrations

Mailchimp, Constant Contact, PayPal, QuickBooks, Zapier

39 articles

Activity

Tasks, contact reports, volunteering, notes, and documents

11 articles

International use of LGL (outside U.S.)

How to use LGL if you're outside the U.S.

4 articles

Billing & Payment

Subscribing and unsubscribing, setting up billing and contact information

4 articles

Security

CAN-SPAM Act, 2-step verification, enabling alerts, authorized users, data security

8 articles

Affiliates & Refer a Friend

Details about LGL's Affiliates and Refer a Friend programs

2 articles

LGL Best Practices

Best practices for using LGL

15 articles

Quick Answers

Speedy answers to some frequently asked LGL support questions

21 articles

LGL Video Library

LGL Basic Training Series

Learn the basics of LGL through our 6 part basic training series

4 articles

Getting Started with LGL

Introductory tour, the LGL Dashboard, how-tos for common tasks

17 articles

Constituent Management

Managing name information, constituent categories, lists, memberships

8 articles

Gifts & Acknowledgments

Gift coding, creating print and email acknowledgments, tributes, bulk gift editing

19 articles

LGL Forms

Building donation, event registration, and volunteer hour forms, mapping data to LGL

6 articles

Mailings & Emails

Sending personalized communications through LGL

11 articles

Appeals & Events

Tracking solicitations using appeals, managing events

9 articles

Searching & Reporting

Searching and exporting data, common reports, custom reports

13 articles

Importing Data

Guidance for importing data into LGL using the Flex Importer

6 articles

Integrations

Mailchimp, Quickbooks, Zapier, Civic Champs, and more

13 articles

Fundraising Webinars

Learn fundraising best practices and how to implement them with LGL

6 articles

For Consultants

Videos for consultants who are interested in LGL or who have clients using LGL.

2 articles