Course description
New to NGP? This introductory training walks you through the fundamentals of using NGP to manage donor and contact data effectively. You’ll learn how to log in, navigate the platform, search and organize records, and record contributions—all while understanding how to build searches, apply codes, and generate insightful reports.
Join us for a hands-on session that introduces the most important tools and workflows for managing relationships and data in NGP.
What you’ll learn:
- Log in and get started: Learn how to create and use your ActionID, set up multi-factor authentication, and bookmark your NGP access link for easy login.
- Navigate the platform: Explore the main menu, sidebar, and top navigation tools to find pages, manage settings, and access the NGP Help Center.
- Search and manage contacts: Use Quick Lookup and Create a List to find and organize records, build targeted lists, and understand contact records.
- Use Activist Codes, Source Codes, and Tags: Track engagement, classify donors, and understand how to apply codes to contacts, contributions, and forms for smarter reporting.
- Manually add contributions: Record monetary and non-monetary contributions, pledges, and recurring commitments directly in a contact record.
- Run and customize reports: Use the Report Manager to generate, filter, and schedule reports for contributions, source codes, and activity tracking.
- Get support when you need it: Learn best practices for using the NGP Help Center and submitting detailed support requests for faster resolutions.
By the end of this training, you’ll be equipped to navigate NGP with confidence—tracking donors, managing data, and building reports that keep your campaign running smoothly.
Who this is for: New users of NGP, or those who want to make sure they have an understanding of the basics.
Course duration: 60 minutes