LGL Training Course Guide and Table of Contents

A comprehensive guide to using Little Green Light for new users

Once you have set up your Little Green Light trial account or subscribed to our service, you may want guidance on how to start using it. These help articles, organized by work function, show you what to do as you get up to speed using LGL.

1. Things to consider/know before entering data

• What kind of information can I store about a constituent?
• Managing households in LGL
• Customizing the constituent, gift, and other menus
• Using campaigns, funds, appeals, events, and gift categories
• What kind of information can I import into LGL?

2. Getting started

• How do I log in?
• Team member/user roles and permissions
• Adding new team members (users) to your account
• Getting around
• Your dashboard
• Tracking memberships
• Tracking school-specific data in LGL
• Customizing addressee and salutation fields

3. Working with constituents

• How do I add constituents?
• Constituent name information
• Constituent categories
• Basic searching and filtering
• Building lists of constituents
• Constituent giving summary

4. Importing data into LGL

• What types of data can be imported?
• Using the Flex Importer
• Migrating to LGL from your current system

5. Using contact reports, tasks, and notes to strengthen relationships with your constituents (CRM 101)

• Contact reports
• Tasks
• Notes

6. Managing gifts

• Adding gifts
• Adding pledges and installments
• Gift entry: Soft-credits and other related gifts
• Bulk gift entry
• Bulk gift editing

7. Acknowledging gifts

• Acknowledging gifts in LGL
• Create an acknowledgment letter template
• Generate and send acknowledgment letters
• Recording and managing tribute gifts
• Sending pledge reminders or invoices
• Send email acknowledgments

8. Managing fundraising activities

• Campaigns and funds
• Appeals
• Events
• Adding segments to your appeal
• Adding custom fields to appeals
• Managing events in LGL: Step by step

9. Mailings overview

• Create a mailing
• Microsoft Word letters
• Simple LGL letters
• Letter templates
• Label templates
• Envelope templates
• Print a mailing

10. Creating and saving searches

• Simple name searches
• Basic searching and filtering
  
• Complex constituent searches
• Saved searches
• Quick searching and reporting with Fundraising views

11. Reports

• Creating a report
• Generating custom reports from the Constituents or Fundraising tab
• Reports: Build, customize, and schedule reports
• Common reports and how to create them