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Alpine Database
Your CRM
Getting Started
- Glossary of Alpine Terms
- How to add a New User
- Data Entry Standardization Guide
- Role-Based Security Overview
- How to add a Constituent
- How to update a Constituent's profile
- How to add a Donation Action
- How to enter an in-kind donation
- How to add a Custom Field
- How to add or remove a Relationship.
- How to lock a user account or change their permission level in Alpine.
- The difference between "Possible Mismatch" tags and "Possible Duplicate" tags?
- How to add a Soft Credit
- How do I add a date to my custom field?
- How to run a duplicate Constituent check
- How to add and remove tags from Constituent profiles
- How to Merge Duplicate Profiles
- How to use your Dashboard
- How to set up a future action as a reminder.
- How to create a Campaign
- How to add or remove Campaigns in mass
- How to use the Dashboard Entity Filters
- How to apply an online pledge donation to an existing pledge schedule.
- How to View Tribute Gifts in Humanitru
- Recording A Personal Email Sent To A Constituent Profile
- What do the “Possible Mismatch: Address” and “Possible Mismatch: Name” Tags mean?
- How to merge Campaigns and move a Campaign to a different Campaign Category.
- Data Cleaning Best Practices Guide
General Alpine Training
- Constituents Reporting Overview
- Action Interface Overview
- Constituent Profile Page Overview
- Tags Overview
- Campaign Overview
- Settings Overview
- How To Update Your Credit Card On File
- Managing Notifications in Alpine
- How to Assign Tasks in Alpine
- Tracking Tasks using Dashboard Lists
- How to assign Actions in bulk to users in Alpine
Settings
Integration
- Latitude Learning Integration
- National Change of Address (NCOA) Integration
- Payment Processor FAQ
- PayPal Integration
- GoFundMe Pro (formerly Classy) Integration
- Handwrytten Integration - Available through Stewardship Automation
- Stripe (Transactions) Integration
- Get Connected by Galaxy Digital Volunteer Management Integration
- RunSignup Integration
- Smart Automation
- Windfall Integration
- Shopify Integration
- Roller Integration
- Donation Platform Integrations Comparison
Dashboard
Constituents
- How to Merge Duplicate Constituent Records
- How to View a Constituent's Full Action History
- How to Add a Relationship Between Constituents
- How to Bulk Apply Tags to Multiple Constituents
- How to Apply a Tag to a Constituent
- How to Use Filters in the Constituents Module
- How to Edit a Constituent Profile
- How to Add a New Constituent
- How to Search for a Constituent
- Sending Emails Directly from a Constituent Profile
- Transaction Portal FAQ
- How to delete a Constituent
Reports
- How to Export a Constituent List
- How to Save a Custom Constituent Report
- Understanding the Constituents Module
- Constituent vs Action Reporting Series
- Constituent Reporting Series
- Action Reporting Series
- How to target lapsed donors using your email marketing integration.
- How can I tell who's canceled their recurring donation, or membership and has yet to make another donation or membership purchase?
- Create Mailing Interface
- Using the View Analysis icon
- How to identify a canceled recurring donation.
- How to export Action-based reports.
- How to create a comprehensive pledge report
- How to report on one-time pledges.
- Using the Actions Interface
- Different Ways To Access Actions Based Reports
- How to Filter an Actions Report
- How to use the “At A Glance” area in the Actions interface
- Membership Based Reporting
- Alpine's Creation Date Field & Reporting
- How Actions Filtering Works in Reporting
Actions
- How to Edit or Delete an Action
- How to Export Your Actions Report
- How to Log a Pledge and Track Pledge Payments
- How to Record an Event (RSVP) or Membership Action
- How to Log a Grant Action
- How to Log a Donation for a Constituent
- How to Verify an Action
- How to Filter Actions by Type, Date, and Status
- How to Use a Blueprint Action for Consistent Data Entry
- How to Log a Manual Action
- Understanding the Actions Module
- Action Blueprints FAQ
- Action Blueprints Overview
- Action Blueprints Best Practices
- Create, Edit, Copy, and Delete Action Blueprints
- How does the data validation and search feature work in Action Blueprints?
- How to Apply a Blueprint to a New Action
- Action Blueprints - Example Library
- How to Enter a Stock Donation
- BCC Functionality
- How to run a duplicate donation check
- How to create a Pledge
- How to add Batch Actions
- How to Mass Verify or Unverify Actions
Tags
Campaigns
Notifications
Stewardship Automation
- Key Concepts of Stewardship Automation
- Stewardship Automation FAQ
- Stewardship Automation Video Overview
- Understanding Stewardship Automation Touchpoints
- Creating Your First Touchpoint In Stewardship Automation
- How to Edit an Existing Touchpoint
- How to Activate and Deactivate a Touchpoint
- How to Choose a Delivery Channel (Email, SMS, Task, Note)
- How to Set a Touchpoint Trigger (WHEN Conditions)
- How to Create a New Stewardship Automation Touchpoint
- Understanding Touchpoint Delivery Timing and Rules
Donor Insights
- Donor Insights Overview
- Understanding the 4 Donor Insights Tabs
- How to Interpret Giving Score and Engagement Score
- What is the Daily Digest?
- How to Read Your Daily Digest
- What are Weekly Nudges?
- Understanding Weekly Nudges and AI Donor Scoring
- How to Act on Your Weekly Nudges List
- What is the Monthly Recap?
- How to Read Your Monthly Recap
- How to Run a Report from Monthly Recap
- What are Prospects?
- Understanding Prospects
- How to Use the Prospects View for Growing Your Donor and Member Base
- How to Suppress Constituents from Donor Insights
Grant Management
Bulk Uploader
- Using the Bulk Uploader to Mass-Tag Constituents
- How to prepare your CSV file for importing data in Alpine
- How to import Constituent names using the Bulk Uploader
- How to import Constituent data using the Bulk Uploader
- How to import Actions using the Bulk Uploader
- How to import addresses using the Bulk Uploader
- How do I use the Bulk Uploader to import spreadsheets that contain Tags or Campaigns?
Opportunity Pipelines
- Opportunity Pipelines: Adding Existing Actions to Opportunities
- Pipeline & Opportunity: Adding Scheduled Actions
- Opportunity Pipelines Overview & FAQs
- Pipeline & Opportunity: Sorting & Filtering
- Using Dashboard Widgets & with Opportunity Pipelines
- Opportunity Overview & Creation
- Pipeline Overview & Creation
- My To-Dos Overview
Payment Processors
Training By Role: Executive Director
- Common Dashboard Widgets For Executive Directors
- Pledge Reporting
- High-Level KPI Reporting
- How To Add A New User
- How To Lock A User Account Or Change Their Permission Level In Alpine
- Stewardship Automation Video Overview
- Donor Insights Overview
- Payment Processor FAQ
- Task Management in Humanitru: Best Practices Guide
Training By Role: CDO/Director of Development
- Recording A Personal Email Sent To A Constituent Profile
- Stewardship Automation Video Overview
- Creating Your First Touchpoint In Stewardship Automation
- Donor Insights Overview
- Constituents Reporting Overview
- How To Use Your Dashboard
- Role-Based Security Overview
- How To Add A New User
- How To Remove Users And Admin Accounts From Evergreen
- How To Set Up Notifications
Training By Role: Marketing/Communications
Training By Role: Event Coordinator
- Event Reporting
- Campaign Overview
- Pre And Post-Event Management Best Practice Guide
- Payment Processing (Fraud Exemption)
- Event-Based Notifications
- Using Your Dashboard To Track Event-Based Actions
- How To Create A General Event Registration Page
- How To Use The At-A-Glance Field In Your Actions Interface For Event Reporting
Training By Role: Accounting
Training By Role: Program Management
Training By Role: Database Admin/Fundraising Coordinator
Training By Role: Volunteer Management
- Volunteer Management Via Evergreen to Alpine
- Campaign Overview
- Manually adding Volunteers and Hours
- Verified vs Unverified - What's The Difference?
- Action Reporting Series
- Create Mailing Interface
- Email Volunteers Through Your Humantiru Email Integration
- How To Add And Remove Tags From A Constituents Profile