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Alpine Database
Your Supporter Engagement Platform
- BCC Functionality
- Workflow for Updating a Customers Credit Card on File
- Protocol for Connecting Integrations for Clients as an Humanitru User
- Are QuickBook codes (Campaigns) that begin with [ID] automatically generated?
- Humanitru/ACME Workflow
- How to Enter a Stock Donation
- Connecting the Windfall Integration for Clients
- Test Page
General Alpine Training
- General Dashboard Overview
- 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
Getting Started With Alpine
- Glossary of Alpine Terms
- Data Entry Standardization Guide
- How to add a New User
- How to lock a user account or change their permission level in Alpine.
- 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 set up Notifications
- How to add a Custom Field
- How to delete a Constituent
- How to add or remove a Relationship.
- How to create a Tag
- How to export all Tags
- 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 run a duplicate donation 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 Mass Verify or Unverify Actions
- How to View Tribute Gifts in Humanitru
- How to add Batch Actions
- Recording A Personal Email Sent To A Constituent Profile
- What do the “Possible Mismatch: Address” and “Possible Mismatch: Name” Tags mean?
- How to create a Pledge
- How to merge Campaigns and move a Campaign to a different Campaign Category.
- Data Cleaning Best Practices Guide
- What are "Do Not Sync" Email Tags?
- How to Apply a Blueprint to a New Action
- How does the data validation and search feature work in Action Blueprints?
- Action Blueprints FAQ
- Action Blueprints Overview
- Create, Edit, Copy, and Delete Action Blueprints
- Action Blueprints Best Practices
- Action Blueprints - Example Library
Reporting
- 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
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: Accounting
Training By Role: Marketing/Communications
Training By Role: Database Admin/Fundraising Coordinator
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: Program Management
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
Stewardship Automation
Donor Insights
Alpine Integrations
- Twilio Messaging Features in your Alpine Database
- Connecting Fundraise Up to your Alpine Database
- About the Microsoft Outlook Integration
- How do I create tax letters with Mailchimp?
- Connect Your Microsoft Outlook Account to Alpine
- How to Connect the Twilio Two-Way Feature to Alpine
- Send and Receive Twilio Text Messages Using Alpine
- Sync Emails from Microsoft Outlook into Alpine
- Mailchimp Email Integration
- Active Campaign Email Integration
- QuickBooks Online Integration
- WooCommerce Integration
- DonorSearch
- Latitude Learning Integration
- National Change of Address (NCOA) Integration
- Payment Processor FAQ
- Constant Contact Email Integration
- PayPal Integration
- GoFundMe Pro (formerly Classy) Integration
- Handwrytten Integration - Available through Stewardship Automation
- ACME Integration
- Humanitru + ACME Ticketing FAQ
- VolunteerHub Integration
- Stripe (Transactions) Integration
- MinistrySafe Integration
- Get Connected by Galaxy Digital Volunteer Management Integration
- Ticketure Integration
- RunSignup Integration
- Quickbooks Desktop Integration
- Email Marketing Merge Fields
- Smart Automation
- Ticketure Identity Change Notes and Updates in Alpine: What You Need to Know
- Alpine Windfall Integration
- Shopify Integration
- Roller Integration
- Gifted Membership Support for ACME Ticketing Integration
- Eventbrite Integration
- Donation Platform Integrations Comparison
- TicketSpice Integration
- Fundraise Up Integration
- Reporting on Gifted Memberships from ACME
Grant Management
Transaction Portal
Bulk Uploader
- 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?