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.
(click heading to jump to each section)
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.
Request an update to a constituent’s contact information.
Click the link to send an email to the foundation’s biographical records team.
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
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.
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.
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.
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.
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?
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
Learn about paid memberships in Ali CRM, including NAA (Nebraska Alumni Association/UNL).
REPORTS AND QUERIES
Constituent and Event Bios Reports
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).