Training Materials – Univ Partners

Ali CRM Training Materials Library

for University Partners

Welcome, university partner with access to constituent records!

If you are a NUFFO user, click here to access NUFFO Forms and References for your user group. 

View the Ali Learning Road Map to understand how users learn to use Ali+NUFFO.

Click the link to access content, and log in using foundation credentials.

TOPICS

 (click heading to jump to each section)

FUNDAMENTALS

  • Navigation
  • Understanding constituent records
  • Interactions and best practices
  • Constituent record guide
  • Essentials

COMMUNICATIONS

EVENTS

HIPAA, PRIVACY and CONFIDENTIALITY

MEMBERSHIPS

RECOGNITION PROGRAMS

Recognition programs are a way to recognize donors based on their giving history, and they often help us understand more about a donor’s affinity for a particular area of the university system.

REPORTS AND QUERIES

VOLUNTEERS

Fundamentals

Master reference. Sections include: Navigation, Constituent records, Communications, Event viewing, Memberships, Prospect Management (how to enter interactions), Recognition Programs, Smart Queries

This includes definitions of constituencies that can be applied and which appear at the top of a constituent record. For example: Learn the difference between Donor, Major donor, and Recognized donor.

Print this four-page, job-aid desk reference for the essentials you need to know to work with Ali CRM constituent records.

Learn how to manage data for groups with whom you regularly interact. This is particularly helpful if you work with advisory councils, reunions, boards, etc.

Print this one-page cheat sheet to see where the most commonly-used information is found on an individual constituent record.

The business of fundraising has many unique terms. Learn more about vocabulary commonly used by foundation staff.

Click the link to send an email to the foundation’s biographical records team.

View the broad framework for interactions and steps, and learn more about confidential notes.

This includes a magic decoder ring for acronyms commonly used across the university system.

Table shows different categories, sub-categories, and contact method options used to “code” interactions and steps.

Learn what to always, sometimes or never enter as interactions, which are 1:1 personalized, meaningful touch points with our constituents.

Ali CRM’s site hierarchy was built to replicate, as best as possible, the UNF and NU structure. The hierarchy:

UNF | CAMPUS/INSTITUTE | COLLEGES/ACADEMIC UNITS | DEPARTMENTS | DIVISIONS/SUB-DEPARTMENTS

Fundamentals 101

By setting up a reusable text block as a Quick Part in Outlook, you can automatically fill text content into an email (or calendar entry), just by typing a keyword or phrase. For example, using a Quick Part helps facilitate communication when one person is regularly relaying information to another person to be entered into Ali CRM as an interaction.

COMMUNICATIONS

How do I request help to send, view or document activity that includes communicating:

* an appeal (or contribution card);
* an event invitation;
* a personalized, 1:1 letter; or
* a bulk/mass email blast or mailing?

Honoring the constituent’s communication preferences is not just a good idea — it’s a compliance requirement. If you are initiating communication with a specific constituent, be sure to use the power of Ali to know how to best approach that individual or organization by referring to their “opt out” or solicit codes.

COMMUNICATIONS Manual

Use Ali CRM to write an individual letter to a constituent, merge their addressee/salutation information from Ali CRM and create an interaction record in one process. Also learn more about bulk correspondence including mass mails and email blasts.

COMING SOON

Two-page description of the high-level process for handling general correspondence (bulk/mass communications).

Six-page essentials guide for super users who run the general correspondence (bulk communications) process in Ali CRM.

When data is not native to Ali CRM, we can import a data set. This is commonly done when creating selections (lists) for queries and event invitees.

Naming conventions for queries and selections help minimize duplicates and improve organization and user-friendliness, and reduces server load.

EVENTS

Comprehensive resource used by foundation staff and university partners who are events-planning professionals.

How university partners may save attachments such as invitations, receipts, contracts and more within Ali CRM.

Two-page, print-friendly guide explains where to look for answers to commonly asked events-related questions. Who was invited? Did they RSVP and/or attend? Should you look at the constituent record or at the event record?

When data is not native to Ali CRM, we can import a data set. This is commonly done when creating selections (lists) for queries and event invitees.

Training Session Resources

Slide deck for training session

Video recordings of training sessions: Part 1 and Part 2

This allows users to quickly pull a list of all registrants for a specific event. It includes the names and email addresses of those constituents who have RSVP’d YES to attend.

HIPAA, PRIVACY AND CONFIDENTIALITY

This includes a link for NEW Ali CRM users who are requesting access to Ali CRM constituent records. Online acknowledgment is required prior to the creation of foundation credentials.

Foundation’s HIPAA and privacy policy.

MEMBERSHIPS

MEMBERSHIPS Manual

Learn about paid memberships in Ali CRM, including NAA (Nebraska Alumni Association/UNL).

COMING SOON

RECOGNITION PROGRAMS

Learn about recognition programs, giving level ranges and qualifying criteria required to achieve special recognition.

REPORTS AND QUERIES

Naming conventions for queries and selections help minimize duplicates and improve organization and user-friendliness, and reduces server load.

View graduates of a specific campus, college and/or grad year. Includes deceased alumni.

When data is not native to Ali CRM, we can import a data set. This is commonly done when creating selections (lists) for queries and event invitees.

Browse interaction activity performed by certain staff or colleagues during a specified time period. Understand the smart query process (graphic).

Tip: browse to the individual constituent record for the person who is the owner for interactions you wish to view, then refer to the My Interactions tab (instead of running a Smart Query).

VOLUNTEERS

Alumni associations and volunteer relations departments may wish to document volunteer time of our constituents. Learn how to view and add this information in Ali CRM.