Onboarding

Get yourself up and running in LGL

It’s so easy to use and the setup was not nearly as daunting as I had feared….the answers provided with each step is appreciated.

Christi Ana Brit, Sojourner Ministries

Ready to get going in your LGL account?

What to do once you've decided to subscribe to LGL

You've evaluated LGL by joining an Intro tour, setting up a free account, or joining a Prospective Customer Q&A, and have decided that LGL is a good fit for your nonprofit.

Now what? Let us guide you through the onboarding resources available to you and answer the most frequently asked questions.

Get started with our Onboarding Tips video

— Steps to get up and running in your LGL account —

Little Green Light is designed to let you move at your own pace, and we’ve built the software to be intuitive enough that you can get up and running under your own power. However, if you would like the added comfort and expertise of a guide on the side, who will walk you through the steps, we recommend the LGL Consultant Network. This is a group of independent consultants, all of whom know LGL extremely well and are available, for a fee, to help you make the most of your LGL account.

But even if you will be hiring a consultant, we recommend you go through the following steps to get familiar with LGL.

Step 1:

— Learn your way around your LGL account —

Review your account settings in “Settings > Subscription settings”

Set your fiscal year start date; choose your salutation/addressee options; turn on membership and school settings if applicable; and more.

Add a team member

Invite someone from your organization to join your LGL account. You can add unlimited team members to your account, at no extra cost.

Familiarize yourself with your Dashboard

You can customize which widgets to show on your Dashboard, and move them around and re-size them.

Activate your LGL forms area

Every LGL account comes with the ability to create online forms of all kinds. Try building a simple form.

Join our FREE Basic Training webinar course live or watch the recordings at your convenience.

Step 2:

— Get comfortable with constituent and gift records —

Create a constituent record for yourself

While adding your record, add your contact information and, in Groups, identify yourself appropriately.

Add a recent gift to your record

Use appropriate gift coding, such as payment type and gift category.

Create constituent records for around 10 board members and staff

Go to “Settings > Menu Items” to add attributes as needed. Learn more about constituent categories.

Add some recent gifts for these constituents

Expand your use of gift coding to include appeals, events, and funds.

Create an acknowledgment template

Read about how to acknowledgde gifts and try creating an email acknowledgment template.

Apply your email acknowledgment

Edit a gift record to apply your email acknowledgment template, and then review the email draft.

Join colleagues who have walked in your shoes > Visit the LGL user group.

Step 3:

— Get your historical data into LGL —

Learn how to use our import tool, the Flex Importer

Learn about the data migration process. Watch our video and review the FAQ.

Get tips on how to prepare your data for import

An article, "Preparing for migration" is in our free Knowledge Base, along with many detailed articles on how to import data to LGL.

Access the Data Dictionary in your account

Go to “Home > Flex Importer” to download this important resource.

Research how to pull your historical data into spreadsheets

If you are coming from another donor management system, find out what kind of export options they offer.

Do a test import of 5-10 records

You can compare your spreadsheet to a sample import file.

Decide if you will do your own data migration or if you need a consultant

You can request bids from the LGL Consultant Network.

Get an annotated guide to implementing our onboarding suggestions

Read article

Onboarding

Get yourself up and running in LGL

Step 1:

Step 2:

Step 3:

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