Quick tutorial videos
segmented by topic
Watch this intro video first...
Watch and do these things ASAP
Using forms to track your events
Mobile app tips & tricks
Basic things you need/should do.
Miscellaneous - but important
Payment
intergation
Date added: 1/24/25
Super easy to do this, and you need it to collect donations and payments
Organizing
Your data
Date added: 1/24/25
This can be the most difficult part of the process in creating your account. We can't clean your data for you, but are here to answer any questions to assist and guide you.
Creating an event
Date added: 1/24/25
Important take away tip: Create a bookmark on your computer for EMMET CRM shortcuts. Then save this survey to a bookmark on your computer, you or your VA will use it all the time.
- Make sure you save it from the "Preview" link URL
Editing a form
Date added: 1/24/25
Important take away tip: Never change the title of the form, or any of the information
or fields below the "SUBMIT" button.
Creating
QR codes
Date added: 1/24/25
Important take away tip: You only need to create one QR code for each form, or event e.g one for Baking event #1 and one for Baking event#2 . Plus QR codes do more then just take you to a form - consider using them with Email
Add a payment
Date added: 1/24/25
Important take away tip: There are several ways to add payment - remember all payments taken by the POS system with a Credit card are considered 100% tax deductable.
Add links for calendar
Date added: 1/24/25
Important take away tip: You need to create a new calendar link for each event - if you want to go to the next level (as shown here) you can create a new webpage and redirect there, rather than just showing the confirmation with the calendar links.
Triple check events
Date added: 1/24/25
Important take away tip: Every time you set up a new event, double check in one of these 3 ways.
Getting sponsors for events
Date added: 1/24/25
Charge a set amount and then give donation amount options
Add the phone app
Date added: 1/24/25
Important take away tip: Make sure you create a grouping for additional forms and reports you can add to your phone for quicker actions then going into the app.
Add a quick contact
Date added: 1/24/25
Important take away tip: Right after meeting someone use this form, and then open the contact on your phone and add more info - feel free to edit this form if you regularly record more information.
Mobile payments
Date added: 1/24/25
Important take away tip: Make sure you activate tap to pay on your phone and "play around" with this feature so you are comfortable using it in front of people.
Tracking events
(Opportunities)
Date added: 1/24/25
Important take away tip: You can track your sign ups for each event from your phone under opportunities, or from the form under submissions.
Duch (in progress)
Date added: 1/24/25
Important take away tip: The Duch is in process, each month we will be reporting more information back to you at the end of the month and eventually we will enable you to create your own Duch template, and it will be created automatically.
Mapping a contact
Date added: 1/24/25
Important take away tip: Use the Google special mapping app to put all of your contacts on one map program, not done through EMMET CRM.
Search on
the app
Date added: 1/24/25
Important take away tip: Make sure you add address and tags as searchable fields for your app (done from the computer, not the phone)
Reminders
Date added: 1/24/25
Important take away tip: Use the Google special mapping app to put all of your contacts on one map program, not done through EMMET CRM.
Grouping App and forms on your phone
Date added: 1/24/25
This enables you to save and quickly locate forms or associated sites on your phone.
SmartLists
on the app
Date added: 1/24/25
When on the go you will really appreciate having presorted lists that you can access in a couple seconds.
Make the investment in creating smartlist, you will love it. (see Smartlist video)
Integrations
Date added: 1/24/25
Important take away tip: The Duch is in process, each month we will be reporting more information back to you at the end of the month and eventually we will enable you to create your own Duch template, and it will be created automatically.
Email templates
Date added: 1/24/25
Important take away tip: Use the Google special mapping app to put all of your contacts on one map program, not done through EMMET CRM.
Creating products
Date added: 1/24/25
Important take away tip: Consider using products when charging for dinners or JLI courses - the more vague you name the product the more you can use in for different applications.
Smart
Lists
Date added: 1/24/25
Important take away tip: This is the ultimate in maximizing your contact information. There are so many SmartLists you can generate. Then access them on your phone (see other Smartlist video)
Leverage
your data
Date added: 1/24/25
We make it really easy to use your filter your contacts in any way you want.
Example - find everyone that is Jewish & attended a specific event
or find all families with kids between the ages of 5 - 12.
Transactions per person
Date added: 1/24/25
Critical you watch and adjust the default settings in the Payments tab.
Social Media
Posting
Date added: 1/24/25
Post to social media without ever getting on any of your channels.
You can do it from the desktop or from the phone app
Tax receipts made easy
Date added: 1/24/25
Stop stressing over tax time - This video shows how the software automatically combines donations from the same household and how to instantly get your tax receipts generated.
Contact
Reminder
Date added: 1/24/25
Prevent people from slipping through the cracks.
Making your tax letter look good.
Date added: 1/24/25
Prevent people from slipping through the cracks.
Preventing donor loss
Date added: 1/24/25
Easy step to make sure you stay on your donors radar.
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