Sphere to Luminate Online
Overview Guide
Contents
SPHERE TO LUMINATE ONLINE
What's Different in Luminate Online?
What's New to You
Payment and Gift Types
Delayed Self-Pledge
Multiple Registrations
Organization Hierarchy
What's TeamRaiser in Luminate Online?
What Can You Do in the Participant Center?
TeamRaiser Resources
Product Module Comparison
Common Daily Tasks
www.blackbaud.com/howto/luminate_online
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Sphere to Luminate Online
Are you a current user of Sphere's Friends Asking Friends? We welcome you to TeamRaiser and the rest
of Luminate Online!
We can move the following data from your Sphere account to Luminate Online to maintain the
momentum of your mission:
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Friends Asking Friends
Individual Contacts
Memorial & Tribute
Registration Form
Single Step Donation Form
When you upgrade to Luminate Online, our team will move two years of Sphere data. This amount of
data was carefully considered and has proven sufficient by customers who have already moved to Luminate Online.
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What's Different in Luminate Online?
Many things remain the same between Sphere and Luminate Online. For example, eCommerce in
Friends Asking Friends is similar to eCommerce in TeamRaiser. However, there are a few differences.
Let's look at how the products compare:
Functionality
Friends Asking Friends
Alternate ID
Uses Alternate ID as an optional
Uses Member ID as an optional second
second ID field (in addition to Sup- ID field (in addition to Contact ID) that
porter ID) that can include a more can include a more meaningful number
meaningful number
Autocharge
A promise to pay a certain amount A promise to pay a certain amount durduring registration is called Auto- ing registration is called Delayed SelfCharge
Pledge
Automatic emails
"Thank you" emails are called Con- Notifications are sent to administrators.
firmations, and notifications
Autoresponders go to constituents.
announce "Someone donated on
your behalf"
Batch Entry
Import multiple registrations,
donations, and sponsorship with
Batch Entry in Bookkeeping
Import multiple registrations, donations,
gifts, survey responses, and more with
Uploads in TeamRaiser Administration
Uses Bookkeeping to work with
event data
Uses TeamRaiser Administration pages
to work with event data (Click Manage
next to an existing, listed TeamRaiser)
Uses forms, events and websites
for a campaign, once an initiative
has been associated to it.
Uses forms, events, and websites to
track gifts for a campaign.
Bookkeeping
Campaigns are a time-limited
endeavor to meet a specific goal in
order to fund or promote a project. One campaign can be used
across various modules.
Campaign
For example, you can associate
these initiatives/events with a
single campaign:
TeamRaiser
Campaigns are a time-limited endeavor
to meet a specific goal in order to fund or
promote a project. Module-specific campaigns are used in each module (like
email campaigns).
For example, you can associate these initiatives/events with the corresponding
campaign:
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Special Event initiatives
Email
All forms
Auction
eCommerce
Memorial & Tribute
You must associate a campaign
with a Fund
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Special event initiatives -> Associate event with a donation form
in Donation Campaign
Online Giving -> Donation Campaign
Emails -> Email Campaign
Memorial, Honorary or Personal
funds -> Personal Fundraising
Campaign
Social Media -> Widget Campaign
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TeamRaiser
Donation forms within a Donation Campaign share common attributes, such as
the Merchant Account for processing the
funds raised, the fundraising goals, and
notification thresholds
Companies are recorded as organ- Companies are recorded as Organization records.
izations and organization records are created individually and from Local
Companies set up in a pyramid
Companies and Cross-Event Companies.
structure can create groups that
contain teams.
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with a single event and can exist
The event structure created in a
solely as a sponsor to an event.
pyramid structure is called an
Manage local companies from the
event group
Local Companies tab.
Companies and Pyramid
structure
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are associated with specific
TeamRaiser event types. Manage
these companies from the CrossEvent Companies tab.
These company types define the Organization Hierarchy.
Custom fields in a form
Uses Custom Event Fields or Cus- Uses Custom Questions for unique questom Profile Fields for unique ques- tions on a form.
tions on a form.
For donation forms or survey question
For donation forms or survey
responses, custom fields are stored on a
question responses, custom pro- contact record when Blackbaud confile fields are stored on a contact figures the database to accept the value
record when applied to an iniand the field is mapped to a profile. If the
tiative.
field is not mapped to a profile, it is an
event field and displays through the
For event questions, custom
event reporting.
event field responses are stored in
the event
To save custom data, contact Blackbaud
to configure the database to accept a
non-standard field
Donation forms
Out of the box form
Donations, Team
Team Donations are credited to
Team Donations are credited to the
the actual team, not the team cap- team captain
tain
Duplicate records
Manually run the Duplicate
Customizable form
Manually run the Find Duplicates task to
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TeamRaiser
Checker to compare records after identify potential duplicate records to
merging so you can resolve con- merge
flicts
Email templates
Uses email templates for common Uses stationery for common look and
look and feel
feel
Not available in TeamRaiser events, but
you can create an e-commerce store for
the event and tie it to TeamRaiser.
Event Auctions, Polls,
Opportunity Drawings
Event groups and company pyramid
Uses event groups or company
pyramid to group people
Fund/Campaign
Fund is mandatory for any Sphere Fund is not mandatory. However, camactivity
paigns are mandatory
Gifts from companies/organizations
Gifts are recorded with organizational supporter records, not
individual records
Gifts are recorded with individual records
Called supporters
Called constituents
Uses Merge fields to pull data in
real-time, such as to populate a
recipient's name when you send
an email
Uses Personalization to pull data in realtime, such as to populate a recipient's
name when you send an email. In Luminate CMS, this is called Template Language
You can allow multiple or family
registrations with one payment
transaction from one participant.
You can allow multiple registrations with
one payment transaction from one participant.
Individuals and organizations
Merge fields (live data)
When you configure a Friends Asking Friends event, select Allow
Multiple Registrations per Transaction in the Website Features section of the Webinfo Checklist to let
Multi-registration/Family a participant register additional
participants, families, or both.
registration - Admin
point of view
For multiple registrations, each
Uses groups and Multicenter to group
people
When you configure a TeamRaiser event,
select Select Fundraising Options > Multiple Registrations to let a participant to
register additional participants and
gather them for one payment transaction in an event.
The person who submits the registration
is considered the participant, and the
participant receives a personal fun- other participants are referred to as secdraising page and raises funds indi- ondary registrants.
vidually.
Each secondary registrant receives a perFor family registrations, parsonal fundraising page and raises funds
ticipants receive individual supindividually
porter records. They share a
family fundraising page and raise
funds together.
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TeamRaiser
Any member of the multiple registration can reverse their own
transaction. The main registrant
can reverse any of the transactions
My HQ is the participant website
to manage event
Participant Center 2 (PC2) is the participant website to manage event.
Mobile and responsive.
The HQ automatically matches an
event's design
The PC must be configured to match an
event's design before going live for the
event
Choose from two types of participant
center designs in TeamRaiser:
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My HQ
Participant Center Classic is not
customizable, and its use is not
recommended.
Participant Center 2 is highly customizable, gets the latest product
updates and allows for more
reporting and event management
capabilities as a participant or
team captain.
When creating your fundraising event,
you also need to set up a participant center by creating a new one or selecting an
existing one.
Unlike Sphere, this participant
headquarter is not automatically generated with the matching design or same
branding as the parent event
Pending donation
A donation that is not yet validated is called a pending donation
A donation that is not yet validated is
called an unconfirmed gift
Permissions
Uses Functional Access assignments to assign permissions to
limit what users can see
Uses Security Groups with Permissions
to limit what users can see
Pledges are donations that will be Offline gifts are donations that will be
paid later.
paid later
Pledges
These are entered by the participant in the event or in My HQ
Profile records - Trans-
Transactions are stored on Fin-
Transactions are stored on the Inter-
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Friends Asking Friends
TeamRaiser
ancial > Transactions
actions tab. With certain permissions,
transactions are also available on a Transactions tab
Sphere uses The Raiser's Edge Connector Sync Plug-in to transfer
information between the Sphere
CRM database to The Raiser's
Edge.
Luminate Online uses the RE-LO Plug-in
within The Raiser's Edge to transfer
information between the Luminate database to The Raiser's Edge.
actions
The Raiser's Edge integration
TO
You can synchronize constituent information in both directions. You can synchronize gift information from LO to RE.
You can synchronize contact
updates, and gifts in both directions, except for the exceptions
When you integrate LO with RE, any conmarked below.
stituents added or edited in RE autoOnce the sync is completed, con- matically appear in LO.
tact and gift data in RE is synced
When new donations are added through
automatically to Sphere. Data
LO, you must manually process the transchanges made in Sphere must be
action information to RE. Certain conmanually processed in RE.
stituent updates made in LO can be
The following data syncs between automatically processed in RE.
Sphere and RE:
Sync the following data between LO and
Constituent Updates --> Profile RE:
Updates
Constituents--> Constituent
Gifts --> Donations
Gifts --> Gifts
Events --> Event Registrations
(Only Sphere to RE. Includes Sponsors.)
Advocacy --> Advocacy Actions
(Only Sphere to RE)
Contact Lists --> Queried Contact
Lists (Only RE to Sphere)
New constituent with no transaction --> Sign up
Has recurring gifts
Recurring Gifts
Has sustaining gifts
In Friends Asking Friends, you can In LO, you can set up sustaining gifts at a
set up sustaining gifts at a
monthly, quarterly, or yearly recurrence
monthly, quarterly, or yearly
recurrence. In other areas of
Sphere, you can choose a custom
frequency option to set up recurring payment whenever you want.
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TeamRaiser
There are also additional predefined frequency options that
you can select
Partial refunds are possible.
Registrants, Refunding
and Deleting
Partial refunds are possible.
TeamRaiser registrants marked
inactivecannot log into the participant
When you reverse a transaction
center to access his or her personal
(refund), the participant's record is
page. After a participant is marked inactdeleted for the event.
ive, you can refund or convert payment,
and delete the participant from an
event.
You can also delete a participant without
a refund. The registration fee is converted to an event donation.
Registration types
Events have registration types
Events have participation types
Returning Teams
Teams must be recreated in a
duplicated event. They do not
copy
Teams can be "returning" and selected
again for future events
Uses Functional Access to restrict
access to site content in a Virtual
Account.
Use Security Categories to restrict access
to site content. All content must have a
security category associated to it.
Users are assigned functional
Security Categories (Func- access rights for read only rights
tional Access)
or access to menu items.
For content that all administrators and
constituents can see, use the default category, “General.”
The restrictions work similarly to the
functional access in Sphere, but these
impact the front and back ends of the
website.
Segmentation
Grouping contacts that share com- Grouping contacts that share common
mon characteristics is called seg- characteristics is called groups
mentation
Supporter ID
Uses a Supporter ID
Uses a Contact ID
Templates
Uses event templates for events
with similar branding
Uses blueprinting for events with similar
branding
Uses Virtual Accounts to create
sites that control data access and
data sharing to specific users.
Uses MultiCenter sites, called Centers, to
create sites that control data access and
data sharing to specific users.
Virtual Account
Each virtual account user can view Each center site user can view all donors
all donors marked for their virtual marked for their site
account
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What's New to You
Certain features are available in Luminate Online that you did not have in Sphere.
Donation Forms
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Configure Dynamic Ask Levels for donors based on their giving history
Responsive and dynamic layouts
Create page wrappers to support custom looks without CMS
Send out daily Report Writer report to 15 people with all the fields you need on one report
Process massive volumes of donations
Highly customizable forms
Update forms with WYSIWYG editor: From Preview mode, click edit button. No need to upload a
separate HTML wrapper created by a designer or insert HTML code into form checklist (as in
Sphere)
Email
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Campaign calendaring
Testing
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Conditional content enables many versions of the same newsletter
Responsive and mobile friendly with style sheet configuration
Event Managers
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Volunteers can manage your event with authorization
Event managers can easily update personal page, send emails, and more
Event Registration
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TeamRaiser captains and participants can reclaim previous teams
Same team can participate in multiple events
Stronger self-donation focus
Registration workflow in TeamRaiser varies by Participation Type:
l Runners and Walkers can have different options
l Virtual participants do not need to sign a waiver
Gamification: Badges and Milestones
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Badges do not require extensive customization (as in Friends Asking Friends)
Built-in features for milestone badges to award for actions like personalizing page, making a self
donation, and reaching a donation threshold
Kits
Use kits to quickly get up and running with strategy suggestions, designs, code templates, best practices,
and setup instructions.
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Payment Processing
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Sphere uses an older payment processing service called Blackbaud Payment Services
Luminate Online integrates with the newer offering, Blackbaud Merchant Services (BBMS), which
offers:
l Credit Card Updater service for recurring gifts
l Premium Fraud Management service
l Weekly disbursement of funds
l Direct access to transactions in your BBMS account
l Manage your own chargebacks
l Use Blackbaud Mobile Pay to take donations on smartphones and tablets, sell onsite registrations and check in event guests with The Raiser's Edge Event app
The Raiser's Edge Integration
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More frequent update intervals - polls every 5 minutes
Set up rules for auto-processing of gifts
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Payment and Gift Types
Friends Asking Friends
This table shows Sphere gift types and their supported payment types.
Payment Types:
Online
Payment Types: Offline
Gift Type
InKind
Offline
Credit
Card
Stock
Real
Estate
Credit
Card
ACH
Cash
Check
Credit
Card
Donation
a
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a
a
a
a
a
a
Pledge
a
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a
a
a
a
a
a
a
Recurring
Gift
a
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a
a
a
a
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TeamRaiser - Events, Teams, and Participant Gifts
This table shows Luminate Online's TeamRaiser gift types and their supported payment types for Events,
Teams, and Participants.
Payment Types: Offline
Gift Type
Donation
Offline Credit
Card
ACH
Credit
PayPal Amazon
Card
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a
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a
Cash
Check
a
Recurring Gift
Payment Types: Online
In-Kind
TeamRaiser - Company Gifts
This table shows Luminate Online's TeamRaiser gift types and their supported payment types for
Companies.
Payment Types: Offline
Gift Categories
Cash
Check
Corporate Check
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Sponsorship
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Pledge
a
a
In-Kind Gift
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Registration Subsidies
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Matching Gift
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Other (Customized)
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TeamRaiser Gift Terminology
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An online gift is entered on the constituent interface by a constituent, either through a donation
form, TeamRaiser registration form, ecommerce, or ticket purchase
An offline gift is entered through either the administrator interface, upload, or participant center.
These are entered by someone other than the constituent.
A confirmed gift is a gift for which you as the administrator have received the actual payment. All
online gifts/credit card transactions are automatically confirmed.
An unconfirmed gift is one where the participant has entered the gift but you have not yet confirmed receipt of the payment. This designation needs to be configured to use.
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Delayed Self-Pledge
In Sphere, you can enable Auto-Charge for your Thon event to automatically charge participants' credit
cards if they don't meet the required fundraising goal. In Luminate Online, you create a participation
type for a TeamRaiser event and associate it with Delayed Self-Pledge. From the Delayed Self-Pledges
tab, you can edit remaining balances and process some or all of the outstanding pledges.
Review the Delayed Self-Pledge FAQs for more information about how Delayed Self-Pledge works and
how to implement it for your event.
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Multiple Registrations
Similar to Friends Asking Friends, you can configure your TeamRaiser event in Luminate Online to accept
multiple registrations in a single transaction.
You can enable Multiple Registrations for your event from the Select Fundraising Options when you edit
a TeamRaiser.
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After enabling Multiple Registrations, a participant can register another family member after they've completed their own registration.
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Organization Hierarchy
In Sphere, an organization's hierarchical structure (where the highest level is the organization, and
beneath it are other levels and sublevels) is called a Company Pyramid. In Luminate Online, the organizational structure is called the Organization Hierarchy, and the hierarchy is made up of Local Companies and Cross-Event Companies.
Cross-Event Companies are broken down into Regional Companies and National Companies. National
Companies are the highest point of the hierarchy and are associated with all TeamRaisers of a certain
event type, and Regional Companies are associated with multiple TeamRaiser events of the same event
type. Local Companies can only be associated with a single event, and this company type can also exist
solely as a sponsor of an event.
You can learn more about the Organization Hierarchy and company association with TeamRaiser events
from the Resources below.
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Companies and Sponsors
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Company and Organization Association
As site administrator, click Constituent360 > Organizations from the top menu to view your list of Organizations.
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What's TeamRaiser in Luminate Online?
In Luminate Online, the TeamRaiser module creates fundraising events for your mission. When you
migrate to Luminate Online, your Friends Asking Friends events move to a TeamRaiser event. Both
products are peer-to-peer event fundraising tools that store constituent (supporter) data.
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In Sphere's Friends Asking Friends, your event is a Thon.
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In Luminate Online's TeamRaiser, your event is a TeamRaiser Event.
How does TeamRaiser compare to Friends Asking Friends? Let's take a look.
As site administrator, click Fundraising > TeamRaiser from the top menu to access TeamRaiser events.
Here, you see your migrated Thon event history. Click Create a TeamRaiser to make a new event, or click
Copy to copy a past event and update it for a future event.
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In Friends Asking Friends, templates create common branding for your events. In TeamRaiser, use blueprints. Click the Blueprints tab to work with existing blueprint events or create a new one.
In Friends Asking Friends, you use Bookkeeping to manage event data. In TeamRaiser, use TeamRaiser
Administration. Click Manage next to an existing TeamRaiser to access these pages.
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Do you run reports to monitor your event details? In Luminate Online, click Data Management >
Reports to access out-of-the-box or customizable TeamRaiser reports.
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What Can You Do in the Participant Center?
In Friends Asking Friends, participants use My HQ to work with their events. In TeamRaiser, participants use
Participant Center. Participants, such as Team Captains, log in to check the progress toward a goal, email donors
and participants, review team members, and more.
Participant Centers can be fully responsive and recognize mobile devices.
Here's an example of a default participant center without any branding or customizations.
www.blackbaud.com/howto/luminate_online
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Here's what you can do, compared to what's available in MyHQ:
Sphere's My HQ
Luminate
Online's
Participant
Center
Check progress for participants, teams, or companies
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Edit personal pages (Team Captains can edit team pages, and Company
Coordinators can edit company pages)
a
a
See address book and import contacts
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a
a
a
a
a
a
a
a
a
a
a
a
a
Send email
Share messages through social media
(Captains) Share messages with team members
Enter gifts (including credit card gifts, if enabled)
Complete Online Check In
View news feeds
Embed your Participant Center in custom web pages (Luminate uses an S409
tag)
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Tenting (for overnight events)
a
TeamRaiser Resources
You can read more about TeamRaiser in the following resources:
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TeamRaiser Overview
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Blueprint Overview
www.blackbaud.com/howto/researchpoint
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Product Module Comparison
Trying to find where to complete a task? Use this comparison sheet to see the location of functionality in
Luminate Online, as compared to Sphere.
In Sphere
In Luminate Online
Control > Query
Data Management > Query
Control > Reports
Data Management > Reports > Reports Classic
Control > Report Center
Data Management > Reports > Report Writer
Data Management > Reports > Reports Classic>
Transaction Report
Control > Reports > Payment Detail Report
OR
Data Management > Reports > Report Writer>
Create a New Report > Transactions > Transaction
Details
Control > Administration > Manage Users
Constituent 360 > Constituents > Find > Choose
Admin’s bottom arrow to list all at top
Control > Administration > Organization Setup:
Setup Funds / Donor Designations
Fundraising > Donation Management >
Campaigns
Library > Image Library
Control > Administration > Tools: Image Library
There is also a separate image library for CMS
Control > Code Library> Source Codes
There is no library for Source Codes. Codes are
added to each initiative or module. More information on understanding source codes can be found
here
Contacts > Individuals
Constituent 360 > Constituents
Contacts >Organizations
Coming in 2015
Contacts > Database Management > Manage
Contacts > Import Data
Data Management > Import/Export
Contacts > Database Management > Manage
Contacts > Duplicate Check
Deactivated based on integration with CRM. If active, Database Management > Tasks > Duplicate
Finder
Contacts > Database Management > Field
Management > Manage Custom Fields
Create custom fields through Support and then
map to customer question
Contacts > Database Management > Attribute
Setup > Segmentation
Constituent 360 > Group
Communities > Special Events > Friends Asking
Friends > Kintera Thon
Fundraising > TeamRaiser
Communities > Special Events > Kintera Gala
Content > Events
Communities > Advocacy Center
Advocacy is its own module in Luminate Online
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In Sphere
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In Luminate Online
where you can arrange Action Alerts, Target lists,
and more
Communities > Forms: Single Step Donation
Fundraising > Donation Management. Use the
Manage action to access the donation forms that
are configured for a campaign or create a new form.
To set up a new campaign, click Create a New Campaign or Copy an existing campaign
Communities > Forms: Registration
Content > Events
Communities > Forms: Contact
Content > Surveys
Communities > Other: eCard
Email > eCards
Content > Content Management System
Content > CMS or through drop-down on right side
labeled Luminate Online > Luminate CMS
Content > Stand Alone Pages
Content > Page Builder
Communication > eMail
Email > Email Campaigns or Email> Email Express
Communication > eNewsletter
Email > Email Campaigns or Email> Email Express
Communication > Event Email Templates
Coaching Emails and Autoresponder Emails (firstfourth)
Commerce > Ecommerce
Fundraising > eCommerce
Survey/Form/Event Friendly URLs
Library > URL Shortcuts
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Common Daily Tasks
Need to learn how to complete some of the most common tasks in Luminate Online? See the online
training information in the path provided to help you get up and running quickly.
Concepts or Tasks
Locate Training resources
Funds / Campaigns
In Luminate Online, Funds are known as Campaigns. Campaigns are required for an initiative
Log in through the Customer Center > Learn
Center > Self-Paced Learning > Luminate Online
> Donation 1 to learn about creating campaigns
Segmentation
In Luminate Online, Segments are known as
Groups. Use Groups to target email receivers or customize what constituents can see in emails or websites
Log in through the Customer Center > Learn
Center > Self-Paced Learning > Luminate Online
> Constituent360: Contacts, Groups and
Interests
You can build a query to create a group
Log in through the Customer Center > Learn
Center > Self-Paced Learning > Luminate Online
> Data Management: Import/Export, Query &
Duplicates training video
Custom Fields
Create custom fields and add them to donation
forms
Log in through the Customer Center > Learn
Center> Self-Paced Learning> Luminate Online>
Donations II
Password resets
Constituents can get password reset emails or an
admin can manually change a password on the constituent record. This is taught in the Anatomy of a
Contact Record topic in the Constituent 360 training
video
Log in through the Customer Center > Learn
Center > Self-Paced Learning > Luminate Online
> Constituent360: Contacts, Groups and
Interests
Manage my Contacts
Learn the basic of contact management by going
Log in through the Customer Center > Learn
through the Learn Center’s Development Staff learn- Center > Learning Paths > Development Staff
Path
ing
Manage donations for a contact record or form
Learn the basics of donation management by going Log in through the Customer Center > Learn
through the Learn Center’s Development Staff learn- Center > Learning Paths > Development Staff
Path
ing path
Recurring Donations
Learn the basics of recurring donations
Log in through the Customer Center > Learn
Center > Self-Paced Learning > Luminate Online
> Donations II
Peer to Peer Event Fundraising
Learn Fundraising basics by going through the Learn Log in through the Customer Center > Learn
Center > Learning Paths > TeamRaiser Events
Center’s TeamRaiser Events Staff learning
Staff Path
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Concepts or Tasks
Enhance the Participant Center (in Sphere, My HQ)
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Locate Training resources
1. Watch an overview of the Participant
Center in the TeamRaiser Configuration
video found in the TeamRaiser Learn Path
or self-paced video. This includes an overview of the participant experience and center. You can learn about Email Uploads,
entering Offline Gifts, customizing the page
and more. Find additional information
through the Help Documentation
2. Make it personal through this video
3. Watch and learn about new features
Enhance your event
1. See information about how to use Badges
and Milestones in TeamRaiser
2. Learn how to optimize additional
TeamRaiser pages so they are responsive
for tablets and smartphones
3. Use Social Media
Create Registration Forms
These are called Calendar Events in Luminate Online Learn about Registration forms.
Build and Run Queries and Reports
Run most reports through the account, not the initiative. Surveys and Donation Forms have reports
within the interface (click View Report for Surveys or
the Donation Report tab for Donations). Otherwise,
pull this information at an account level
1. For Queries: Log in through the Customer
Center > LearnCenter > Self-Paced Learning
> Luminate Online > Data Management:
Import/Export, Query & Duplicates training
video
2. For Reports: Log in through the Customer
Center > LearnCenter > Self-Paced Learning
> Luminate Online > Report Writer (under
Data Management)
3. Complete a deep dive into Reporting
Resources for Luminate campaigns,
TeamRaiser events, and more
Manage integration with The Raiser's Edge
Learn the basics of The Raiser's Edge integration
Read about it here
Build and Manage Email Campaigns
1. Learn the basics: Learn from the Communications Staff Learning Path (Log in
through the Customer Center >
LearnCenter > Learning Paths > Communications Staff Path)
2. Create Templates for your mailings: Customer Center > LearnCenter > Luminate
Online > Self-Paced Learning> Email Express
(under Email)
3. Create a Welcome Series for your supporters: Customer Center > LearnCenter >
Self-Paced Learning > Luminate Online >
chapter 1: S P H E RE
Concepts or Tasks
TO
L UMINA T E O NL INE
Locate Training resources
Creating a Welcome Series (under Email)
Manage the Content Management System (CMS)
1. Learn the basics: Go through the
LearnCenter’s TeamRaiser Events Staff
learning path (Log in through the Customer
Center > LearnCenter > Learning Paths >
Web Producer- CMS Path)
2. Build on your knowledge through the
Luminate CMS self-paced video library (Customer Center > LearnCenter> Self-Paced
Learning> Luminate CMS)