Getting Started: Overview
There are a few great ways to get started with LGL:
Browse through this knowledge base
There's a wealth of information in here about using LGL.
Watch our introductory videos on YouTube
You can find our channel here: http://www.youtube.com/user/LittleGreenLight1
Join one of our basic training sessions
We offer basic training every Tuesday at 1pm ET, 10am PT, and advanced training every other week.
Attend a weekly demo
When: Every Wednesday at 3pm ET, 12noon PT
Where: Join Me webinar
The tours are on Wednesdays at 3pm ET (12noon PT), via a Join Me
webinar.
To join a tour, go to https://littlegreenlight.wufoo.com/forms/lgl-intro-webinar
to fill out our short sign-up form.
After filling out the form, you'll be given the details on how to
join the webinar.
Log in to our test account and try things out with some "live" (albeit dummy) data
From here you can experiment with making lists, setting up events, adding contact reports, and much more. You can log in to the account at
https://lgltest1.littlegreenlight.com.
To log in, use the following credentials:
User name: tester
Password: LGL
You can also check out a quiz we've developed to help you test some of LGL's features. You can access it in the Documents area of the test account, or https://lgltest1.littlegreenlight.com/stories/4089.
Terminology
Here are a few key definitions and conventions that are used throughout LGL:
- Subscription: Your subscription is your organization’s unique, private instance of LGL. It is a web application that we host on our servers, and only you and your users have access to it.
- Team members and users: You can add an unlimited number of team members or users to your subscription. Each will have an account as defined below.
- Account: Each user has an account that defines the access that he or she has to your LGL subscription. Each user account has a role assigned to it that controls access and permissions (see roles and permissions section).
- Home/Dashboard: Your home page or dashboard is where you land when you first log in, and it shows your activity calendar, fundraising summary information, and a quick constituent search.
- Constituents: Constituents are people and organizations that you have (or want to have) a relationship with. You can search for and browse through your constituents on the Constituents tab.
- Fundraising: Fundraising in LGL covers campaigns, funds, appeals, events, all gift types, pledges, installments, and goals, and all of it is housed within the Fundraising tab.
- Activity: Activity in LGL covers the whole spectrum of your interactions with your constituents, from gift, pledge, installment, and goal information to tasks, contact reports, notes, documents, and comments. The Activity tab provides a global view of all activity for all constituents, while each constituent details page shows constituent-specific activity.
- Documents: Documents can be uploaded into LGL as attachments, or created and edited online as web documents. Documents also including bulk mailings and mailing templates.
Conventions
Tabs
Tabs are used for global navigation, and they tell you where you are. You can quickly navigate between the major areas within LGL by clicking the desired tab.
Getting Help
If you have any questions about what you can do on a page, you can read some relevant help information by clicking on the big question mark. Or you can come here (you're in the right place!).
Actions/Buttons
Every page has some standard actions you can perform. Generally speaking, buttons perform page-level actions (like editing or deleting the constituent or task you are looking at) while icons on their own, or next to hyperlinks, apply to specific items within the page.
- The plus sign indicates you can add something new
- The notepad with a pencil indicates you can perform an edit
- The red X icon signifies you can delete or remove a particular item
Filters
Every list in LGL has one or more filters that can help you get to the information you need more quickly.
Click on a filter to apply it, and uncheck it or click on it again to remove it.
