Implementing Beacon CRM
Helping your charity get up and running with Beacon, from setup to first donation.
start
Guided by Saima, Customer Education Manager
Get set up in three simple steps
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Step 2
Step 1
Title
Step 3
Add supporter data
Set up your first donation form
Write a brief description here
Automate a key task
start set up
Step 1: add supporter data
Start by importing your existing contacts so you can manage all your supporters in one place
continue
Great - you're ready to import
You can upload your spreadsheet directly into Beacon CRM using a CSV file.
Upload your file
Title
Match your fields
Use this side to give more information about a topic.
Use this side to give more information about a topic.
Use this side to give more information about a topic.
Use this side to give more information about a topic.
Review your data
Subtitle
continue
Migrating data from another CRM system
Export your supporter data as a CSV file from your current CRM, then import it into Beacon.
continue
Let's pull your data together
Upload your data to Beacon CRM and let's get started!
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Bring everything into a single spreadsheet before uploading to Beacon.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Step 3
Write a brief description here
Upload your data
This is often in spreadsheets, email tools or an existing CRM.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Step 2
Write a brief description here
Merge your data
Title
Step 1
Write a brief description here
Locate your supporter data
continue
Step 2: create your first donation form
Now your data is in place, let's set up your first donation form.
continue
Step 3: automate key tasks
Make Beacon work for you automatically — save time and focus on fundraising
continue
You're all set!
Head over to our dedicated customer learning hub, Beacon Lighthouse, for more step-by-step guides and tutorials
Customer Success Department
Customer Success Department
The Customer Success team supports clients to maximize the value of the product, resolving doubts and guiding them towards success.
continue
Welcome!
You already know better those who will accompany you on this new adventure. Now, yes, you are officially part of the team!
welcome set
Getting live quickly
Start with a simple pre-built template and publish in minutes
Add a donation amount and connect payments.
See more examples on our website
Customise your form so it reflects your charity
Add your logo and colours, write a short message, and keep it simple for donors. A clear, branded form increases conversions.
Maximise and protect donations
- Enable GiftAid
- Add consent options
- Double check payment settings
Following these steps ensures your fundraising is legally compliant and protects both your charity and your supporters.
Set up a thank you template
Connect your email account to Beacon and set up a basic thank-you template.Integrate with Mailchimp, dotdigital, and Sendgrid for communicating with your contacts at scale.
Enable dashboards or notifications to see supporter activity in real time, including event attendance.
Schedule recurring tasks
Pick key tasks and set reminders on your calendar inside Beacon.
Implementing Beacon CRM
Saima
Created on March 21, 2026
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Transcript
Implementing Beacon CRM
Helping your charity get up and running with Beacon, from setup to first donation.
start
Guided by Saima, Customer Education Manager
Get set up in three simple steps
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Step 2
Step 1
Title
Step 3
Add supporter data
Set up your first donation form
Write a brief description here
Automate a key task
start set up
Step 1: add supporter data
Start by importing your existing contacts so you can manage all your supporters in one place
continue
Great - you're ready to import
You can upload your spreadsheet directly into Beacon CRM using a CSV file.
Upload your file
Title
Match your fields
Use this side to give more information about a topic.
Use this side to give more information about a topic.
Use this side to give more information about a topic.
Use this side to give more information about a topic.
Review your data
Subtitle
continue
Migrating data from another CRM system
Export your supporter data as a CSV file from your current CRM, then import it into Beacon.
continue
Let's pull your data together
Upload your data to Beacon CRM and let's get started!
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Bring everything into a single spreadsheet before uploading to Beacon.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Step 3
Write a brief description here
Upload your data
This is often in spreadsheets, email tools or an existing CRM.
Use this side of the card to provide more information about a topic. Focus on one concept. Make learning and communication more efficient.
Title
Step 2
Write a brief description here
Merge your data
Title
Step 1
Write a brief description here
Locate your supporter data
continue
Step 2: create your first donation form
Now your data is in place, let's set up your first donation form.
continue
Step 3: automate key tasks
Make Beacon work for you automatically — save time and focus on fundraising
continue
You're all set!
Head over to our dedicated customer learning hub, Beacon Lighthouse, for more step-by-step guides and tutorials
Customer Success Department
Customer Success Department
The Customer Success team supports clients to maximize the value of the product, resolving doubts and guiding them towards success.
continue
Welcome!
You already know better those who will accompany you on this new adventure. Now, yes, you are officially part of the team!
welcome set
Getting live quickly
Start with a simple pre-built template and publish in minutes
Add a donation amount and connect payments.
See more examples on our website
Customise your form so it reflects your charity
Add your logo and colours, write a short message, and keep it simple for donors. A clear, branded form increases conversions.
Maximise and protect donations
Following these steps ensures your fundraising is legally compliant and protects both your charity and your supporters.
Set up a thank you template
Connect your email account to Beacon and set up a basic thank-you template.Integrate with Mailchimp, dotdigital, and Sendgrid for communicating with your contacts at scale.
Enable dashboards or notifications to see supporter activity in real time, including event attendance.
Schedule recurring tasks
Pick key tasks and set reminders on your calendar inside Beacon.