Development / Fundraising track
24 lessons, in order. Each one links to the help topic it teaches, a task to try on your own venue, and a three-question checkpoint.
- 1.The venue hub — navigation and quick links
Venue admins can orient themselves in the venue hub and navigate to any major section.
- 2.The patron record — what it is and how it's built
Fundraising staff understand how patrons are created, what data they hold, and how they relate to ticket buyers.
- 3.The patron detail page — tabs and giving history
Fundraising staff can read a patron's giving history, ticket history, marketing consent, and custom fields in one place.
- 4.Households — grouping patrons, combined giving
Fundraising staff can create households, add members, view combined giving, and use them for one-email-per-household mailings.
- 5.Funds and appeals — setup and management
Fundraising staff can create restricted and unrestricted funds, create appeals with goal tracking, and generate donation links.
- 6.Recording a manual gift (check, cash, in-kind)
Fundraising staff can record a donation received outside Noctern.
- 7.Gift acknowledgments — generating and sending
Fundraising staff can send individual acknowledgments, run batch acknowledgments, and customize receipt language.
- 8.Year-end giving statements — generate, review, and email
Fundraising staff can generate IRS-compliant year-end statements, batch-email them, and download PDFs.
- 9.Reviewing and merging duplicate patrons
Fundraising staff can find duplicate patron records, choose a survivor, and merge all history onto the surviving record.
- 10.Editing or voiding a gift
Fundraising staff can correct a recording error on a non-card gift, or void a duplicate entry.
- 11.Soft credits and matching gifts
Fundraising staff can record that a patron solicited a gift or that an employer is matching a donation.
- 12.Pledges — creating, tracking, and custom schedules
Fundraising staff can record a multi-installment pledge, track payments, and build a custom payment schedule.
- 13.Recurring donors (sustainers) — setup and management
Fundraising staff can view recurring gift schedules, and donors can update their own sustainer from their profile.
- 14.Signing in as box office staff
Staff can log in, reach the box office dashboard, and understand what they can and can't access.
- 15.Looking up or creating a patron at the box office
Staff can find an existing patron, create a new one, or proceed as a guest — and understand the badges shown.
- 16.Selecting seats and pricing categories at the box office
Staff can pick reserved seats or GA quantities, assign pricing categories per seat, and see the running total.
- 17.Payment methods at the box office (card, cash, check)
Staff understand the available tender types, when each applies, and how to record a single-tender payment.
- 18.Completing a sale and what happens next
Staff understand the success state, what emails are sent, and how to find the order afterward.
- 19.Refunding a ticket (box office staff view)
Staff understand what refunds they can process, the role limits, and when to escalate to a venue admin.
- 20.Converting a ticket refund to a donation
Fundraising staff can refund a ticket and immediately record the amount as a charitable gift instead of returning money.
- 21.Selling a gift certificate at the box office
Staff can sell a gift certificate by cash or card, issue staff credit, and look up a patron's balance.
- 22.Gift certificates and account credit — donor perspective
Fundraising staff can issue account credit as a refund alternative and understand how donors view and use their balance.
- 23.Importing patron data from a previous system
Staff overseeing a migration can understand the import process and know what to do after import.
- 24.Activity log — who did what and when
Admins can search the activity log to see who performed any admin action and why.
Finished everything? Open your completion page — it prints on one page with your name, venue and the date.