Cru Training Center

Getting Started with FundEasy

Welcome! Whether you're planning your first vision dinner or your tenth, these resources will help you get the most out of FundEasy. Choose the format that works best for you: join a live session, watch the full demo on your own time, or jump to a short video on a specific task.

Join a live webinar demo

Walk through FundEasy with our team in real time and get your questions answered as you go.

Watch the full recorded demo

Prefer to learn at your own pace? Watch a complete walkthrough of setting up and running an event in FundEasy.

Watch short how-to videos

Each video covers one task and runs about 2 to 8 minutes. Watch them in order for a full setup, or pick the one you need. You can also view the full Cru Training playlist on YouTube.

#	Video	What you'll learn
01	Cru Training 01: Navigating Your Account and Events Dashboard	Help and support, account settings, team members, affiliations, payment processor, API keys
02	Cru Training 02: Creating a New Vision Dinner Event	Event details, registration window, capacity, venue, theme, contacts, email templates
03	Cru Training 03: Setting Up Registration Types and Your Registration Form	Registration types, form builder, affiliation field, requests, meal choices
04	Cru Training 04: Setting Up Event Sponsors	Sponsor settings, tiers, anonymous sponsors, logos and websites
05	Cru Training 05: Sending Invitations and Event Emails	Invitation list, invitation status, sending and scheduling emails
06	Cru Training 06: Managing Your Attendee List	Capacity tracking, tags, guest actions, columns and filters, guest details
07	Cru Training 07: Managing Groups, Hosts, and Parties	Groups and hosts board, parties, promoting hosts, host portal
08	Cru Training 08: Building Your Seating Chart	Arranging tables, room elements, assigning groups, printing the chart
09	Cru Training 09: Tracking Host Progress with the Host Dashboard	Host stats, sorting by performance, following up with hosts
10	Cru Training 10: Managing Registration Requests	Reviewing, fulfilling, and rejecting requests, seating requests
11	Cru Training 11: Running Reports and Printing Name Tags	Attendee, meal, host, and affiliation reports, name tags and labels
12	Cru Training 12: Setting Up and Managing Giving Pages	Publishing and customizing giving pages, campaign pages, goal tracking
13	Cru Training 13: Tracking Transactions, Payouts, Recurring Gifts, and Pledges	Transactions, bank reconciliation, recurring gifts, pledge statuses

Need more help?

Looking for something specific? You're already in the FundEasy knowledge base, so browse or search for step-by-step articles on any topic. To reach our support team, click the question mark in the top-right corner of FundEasy and start a live chat, or email support@fundeasy.com.

We're thankful for our partnership with Cru. If you need additional support or help, please reach out to support@fundeasy.com.

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