Beacon

Summary descriptions of all available record types in a Beacon account

Record types overview

Track who is raising money for your organisation

Working with fundraising pages

What is a primary field and what can you do with it?

Primary fields

Master the different record types in no time!

Record types

Store everyone involved in making your organisation a success

The people record type

Tracking your day-to-day activities and communications as an organisation

The activities record type

Beacon's in-built to-do list - how to view and create tasks manually or via Beacon forms

Working with tasks

Track ongoing and historic outreach, fundraising, and event based campaigns - managing, creating and customising campaign records

Working with campaigns

Linking people to campaigns - store and track campaign-specific information for a person or organisation.

What are campaign members?

Create related campaign member records for multiple people at a time

Adding people in bulk to a campaign

Core record types

Creating events in Beacon, using event registration forms to sell tickets and linking people and payments to events

Working with events

Link your people to events - track and store event-specific information for a particular person

What are event attendees?

Finding attendees - exporting, emailing and printing a list of people attending your event.

Emailing and printing event attendees

Remove the need to pay upfront for tickets - send ticket purchasers an invoice

Event registration forms: invoicing ticket purchases

Best practice advice on how to track who you've invited to events, as well as their registration and attendance.

Tracking event invitations and attendance

Events and ticketing

What to use each field for and how to add new payment records

The payments record type

Group your payments into batches to represent money received into your bank

The payout record type

The key differences between payments and subscriptions, and how they relate to each other

Payments vs subscriptions

Restricted or unrestricted funds? How to indicate in Beacon where donations should be spent.

Allocating donations to funds

The key differences between funds and campaigns - tracking where donations came from vs where they will be spent

Funds vs campaigns

Manage prospects through each stage of their gift journey

Working with major gifts

Payments

Manage your organisation's funding applications through their entire lifecycle

Working with trust and foundation grants

Manage your end-to-end grant programmes from application, to award, to evaluation.

Working with grantmaking

Grants

Storing and managing larger gifts left to you in a donor's will

Working with legacies

Legacies

Managing applications, tracking hours and shifts, and collecting important information with Beacon forms