DonorView

Account Settings 14

• How do I manage my account settings?
• What is the Account Settings page for?
• How do I change my logo?
• How do I remove the logo I currently have?
• What is the User Settings page for?

See all 14 articles

Billing 2

• What is a charge back fee?
• Where can I view my weekly transaction statements?

Login & Technology 10

• How do I log into DonorView?
• I am unable to login to DonorView.
• How do I log out of DonorView?
• What types of browsers are supported by DonorView?
• What types of devices are supported by DonorView?

See all 10 articles

Manage DV Users 9

• What is the Manage Users page for?
• How do I get to the Manage Users page?
• How do I invite a user?
• How will I know when the invited user has confirmed and is active on DonorView?
• How can I delete a user?

See all 9 articles

Manage Portal and Portal Users 10

• Where can I find the link/URL to my Donor Portal?
• What settings can I change on the Donor Portal?
• Can I disable the time tracking function on the Donor Portal?
• Can I turn off the Donor Portal?
• Can I see who has a Portal account?

See all 10 articles

Social Media 7

• What is the Manage Social Media page for?
• How do I get to the Manage Social Media page?
• How do I add a social media link?
• Can I add more than one social media link?
• Can I add multiple links for one specific social media site?

See all 7 articles

Event Setup 39

• Events Overview
• How do I create a new Event?
• Can I copy an existing event?
• What are the steps of building an event?
• What is the event acknowledgement information used for?

See all 39 articles

Event Grid & Purchases 11

• What is the difference between the Detail and Summary Event Grids?
• How do I purchase tickets on behalf of a constituent?
• Where can I see the people that have registered for the event?
• Can I see event registrants on my Constituent grid?
• Do I see ticket sales on my Gifts grid?

See all 11 articles

Event Assignments 6

• Event Assignments Overview
• Is there a way to only see unassigned tickets?
• Can I add new Groups from the Assignment Dashboard?
• Can I editing existing Groups from the Assignment Dashboard?
• Can I change the name on a ticket?

See all 6 articles

Event Attendance 3

• Event Attendance Overview
• Can I check in each individual ticket?
• Is there a mobile Event Attendance App?

Table Assignments 5

• How do I view seating assignments in a grid view?
• Can I utilize the "event assignment" feature alongside the "table assignment feature"?
• Where do I find the option to enable "Table Assignments"?
• Why isn't my event showing up in the table assignments dropdown?
• Is there a way to see all the seats that have not been assigned to an attendee yet?

Theater Seating 1

• Theater Seating Price Discount

Basic Gift Information 15

• What is a gift?
• What are the gift types?
• What is the Gifts Grid?
• How do I add a gift?
• How do I find the Gifts Grid?

See all 15 articles

General Gifts 6

• What are the payment types?
• Can I add a new payment type?
• Can I edit or delete a payment type?
• Can I change the order that the payment types appear in the dropdown box?
• Could a gift be given anonymously?

See all 6 articles

Tribute Gifts 6

• What is a Tribute Gift?
• How do I designate a tribute gift?
• Can I add a tribute type?
• Can I edit or delete a tribute type?
• Can I change the order that the tribute types appear in the dropdown box?

See all 6 articles

Matching Gifts 5

• What is a Matching Gift?
• How do I designate a matching gift?
• Will it record the gift on the matching constituent?
• What if the matching constituent does not exist yet?
• How do I see if a gift has a matching gift?

Split Gifts 7

• What is a Split Gift?
• How do I enter a split gift?
• Can I split any gift type?
• How do I add a new row for a split gift?
• How will my split gift appear on the gift grid?

See all 7 articles

Soft Credits 8

• What is a Soft Credit?
• How do I enter a soft credit?
• How do I enter multiple constituents for soft credits?
• What if the constituent receiving soft credit does not exist yet?
• Can I edit a soft credit?

See all 8 articles

Pledge Basic Information 15

• What is a Pledge?
• What is the Pledges grid?
• Can I export my Pledges?
• How do I add a Pledge?
• How do I find the Pledges page?

See all 15 articles

Pledge Schedules 11

• What is a pledge schedule?
• How do I create a pledge schedule that is based on a specific payment amount that is due at certain time intervals?
• How do I create a pledge schedule that is based over a certain number of years?
• How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
• How are the due dates calculated?

See all 11 articles

Pledge Payments 6

• How do I see if a payment has been received?
• How do I enter a pledge payment?
• How do I record a partial pledge payment?
• What if the donor paid more than what was due?
• Can I edit a pledge payment?

See all 6 articles

In Kind Gifts 10

• What is an In Kind Gift?
• How do I enter an In Kind gift?
• Can an In Kind gift be anonymous?
• Can an In Kind gift be a split gift?
• Can an In Kind gift be a tribute gift?

See all 10 articles

ACH Payments 2

• How do I set up ACH Payments?
• How does a donor use ACH as a payment?

Sponsorships 0

Grants 9

• What is a grant?
• How do I tag an organization or constituent as a grantor?
• What can I track on the Grantor Info Tab?
• How do I add a Grant Proposal?
• What if I have more than one grant proposal for the same Grantor?

See all 9 articles

Mail Merge Templates 8

• What is a Mail Merge Document?
• Is there a limit to how many Mail Merge Templates I can have?
• Where can I see or create a Mail Merge Template?
• What Mail Merge Fields are available?
• How to Generate Single Mail Merge Letters

See all 8 articles

Wealth Profiles 1

• Running Wealth Profiles in DonorView

Overview & Setup 28

• Youth Membership & Programs Overview
• Setup Process
• How to I create a new Site?
• How to I edit an existing Site?
• How do I delete a Site?

See all 28 articles

Youth Membership & Programs User Security 4

• What can I do with the Membership Security Settings?
• How do I control my users Member Access level?
• How do I control which sites my users have access to in DonorView?
• How do I control a user’s access on the Mobile Attendance App?

Youth Members 23

• Member Dashboards Overview
• What does the Member Dashboard show?
• What can I do on the Member Dashboard?
• How do I create a New Member?
• How do I delete a member?

See all 23 articles

Youth Membership Enrollment 12

• How do I assign a Member to a Session’s Team/Roster?
• How do I Enroll someone from the Wait List?
• How do I view the payment details of an Enrollment on the Enrollment Dashboard?
• What does the Dollar or Money Icon indicate?
• How do I enter a new Payment on the Enrollment Dashboard?

See all 12 articles

Attendance 7

• Attendance Overview:
• How do I filter the Site Attendance grid?
• How do I take Site Attendance?
• How do I edit the Attendance In/Out time?
• How do I take Program Attendance?

See all 7 articles

Parent Portal 0

BGCA Submission 0

Basic Online Donation Info 14

• What is an Online Donation?
• How do I know a gift was an online donation?
• Will I be notified when a new online donation is made?
• How does a donor make an online donation?
• Can a donor make a reoccurring donation?

See all 14 articles

Donation Page 14

• How do I create/edit a donation page?
• What are the steps to setup the online donation page?
• What is the donation acknowledgement information used for?
• Can I accept foreign currency on the online donation form?
• Can you allow the donor to pay the processing fee?

See all 14 articles

Donation Button 5

• What is the Donation Button?
• Can I change what the text is on the donation button?
• How do I change how the donation button looks?
• How do I put the donate button on my website?
• Where can I use my donate now button?

List & Recipient Management FAQs 32

• What is the “Recipients List” page?
• How do I find the “Recipient Lists” page?
• What is the “All Recipients” page?
• How do I find the “All Recipients” page?
• What is the difference between a Basic List and an Advanced List?

See all 32 articles

Overview Page 2

• What is the Overview Page for?
• How do I get to the Overview page?

Overview Page – Snapshot Tab 4

• How do I change between the Email Delivery view and the Social Media view?
• What does each meter represent on the Email Delivery view?
• How can I see statistics for different campaigns that I sent through email?
• How can I see statistics for different campaigns that I distributed through social media?

Overview Page – Email Delivery Tab 10

• What is the Email Delivery tab on the Overview Page for?
• How can I see statistics for different campaigns?
• What is the pie chart for?
• What is the grid for?
• Can I see which recipients have opened my email?

See all 10 articles

Overview Page – Link Performance Tab 7

• What is the Link Performance tab on the Overview page for?
• What does the bar graph represent?
• What is the Link Performance grid for?
• How do I see statistics for links on different campaigns?
• How do I know what link I am viewing statistics for?

See all 7 articles

Overview Page – Campaign Trends Tab 3

• What is the Campaign Trends tab on the Overview page for?
• How can I view the trend for a particular campaign category?
• How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?

Overview Page – Monetization Tab 0

Overview Page – Social Media Tab 1

• How can I see statistics for different campaigns that I distributed through social media?

Campaign FAQs 25

• What is a campaign?
• How do I find the “Campaigns” page?
• Can I view a campaign that I’ve already sent?
• Can I delete a campaign?
• Can I copy a campaign that I already did so I don’t have to change the template?

See all 25 articles

Template FAQs 14

• What is the “Templates” page for?
• How can I narrow down the number of templates for what I am looking for?
• How can I browse the DonorView predesigned templates only?
• Can I view only the templates that I created?
• Can I sort the templates?

See all 14 articles

New Email Editor 1

• Coming Soon!

Classic Email Editor 20

• Classic Editor: HTML Requirements for Email Templates
• Classic Editor: Can I build my own templates without knowing HTML?
• Classic Editor: Can I create my own template using HTML?
• Classic Editor: What are the main features of the HTML editor?
• Classic Editor: What Editing and formatting choices are available with HTML editor?

See all 20 articles

Overview & Setup 6

• What is Peer to Peer Fundraising?
• Peer to Peer Overview
• How do I create a new Peer to Peer Campaign?
• What are the steps of building a P2P Campaign
• Where do I find the URL for the Participant Portal?

See all 6 articles

Fundraising Participant Portal 6

• How do participant’s sign up?
• What can a participant do on their fundraising page?
• Does the donor receive a Thank You message?
• Where is the URL for the Fundraising Page?
• Where can the participant place their fundraising page URL?

See all 6 articles

P2P Dashboard 5

• Where can I track the P2P donations?
• Why are there two versions of the P2P Dashboard?
• What will the P2P Detail Dashboard show me?
• What will the P2P Summary Dashboard show me?
• What can I do with the information on the P2P Dashboard?

Surveys - General 3

• What is in the Online and Social Surveys product?
• What is the difference between a survey and a poll?
• How do I get to the Surveys page?

Overview 5

• What is the Overview Page for?
• How do I get to the Overview page?
• Where can I see the delivery status for my email campaigns?
• How do I see the delivery statistics of this survey campaign compared to my other survey campaigns?
• Where can I see what links were clicked on for an email survey campaign?

Overview Page – Snapshot Tab 5

• What does each meter represent on the Email Delivery view?
• How can I see statistics for different survey campaigns that I sent through email?
• Why can’t I see all of my survey campaigns in the drop down menu?
• How can I see statistics for different survey campaigns that I distributed through social media?
• Why can’t I see all of my survey campaigns in the drop down menu?

Overview Page – Email Delivery Tab 10

• What is the Email Delivery tab on the Overview Page for?
• How can I see statistics for different survey campaigns?
• What is the pie chart for?
• What is the grid for?
• Can I see which recipients have opened my email?

See all 10 articles

Overview Page – Link Performance Tab 7

• What is the Link Performance tab on the Overview page for?
• What does the bar graph represent?
• What is the grid for?
• How do I see statistics for links on different campaigns?
• How do I know what link I am viewing statistics for?

See all 7 articles

Overview Page – Campaign Trends Tab 3

• What is the Campaign Trends tab on the Overview page for?
• How can I view the trend for a particular campaign category?
• How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?

Overview Page – Social Media Tab 2

• How can I see statistics for different survey campaigns that I distributed through social media?
• Why can’t I see all of my survey campaigns in the drop down menu?

Survey List 11

• What is the Survey List page for?
• How do I get to the Survey List page?
• Can I see the questions in a particular survey without editing it?
• What is the My Surveys tab on the Survey List page for?
• What is the Survey Library page for?

See all 11 articles

Survey Process 70

• What are the steps to create & distribute a survey or poll?
• What do I do on the Survey Info step of the Survey Wizard?
• How do I fill out the Survey Info step?
• How do I save my survey info?
• What do I do on the Survey Settings step of the Survey Wizard?

See all 70 articles

Survey Results 0

Survey Recipient List 24

• What is the “Recipients List” page?
• How do I find the “Recipient Lists” page?
• What is the “All Recipients” page?
• How do I find the “All Recipients” page?
• What is the difference between a Basic List and an Advanced List?

See all 24 articles

Constituent Grid 13

• What is the Constituents tab?
• How do I find the Constituents page?
• How can I search for a specific constituent?
• Can I export constituent information?
• Can I group by a certain column?

See all 13 articles

Adding Constituents 3

• How do I add new constituent?
• What is the difference between a contact and a company?
• What is the difference between the Full & Quick tabs on the profile?

Merging Constituent Records 2

• Can I merge two constituent records together?
• What information can I transfer between two constituent records?

Constituent Profiles 25

• How do I edit a constituent’s profile?
• How do I add a new address?
• Can I edit or delete an address?
• What does default address mean?
• How do I add a new phone number?

See all 25 articles

CRM – Interactions 14

• What is the Interactions grid?
• How do I add an interaction?
• How do I find the Interactions page?
• Can I search interactions?
• How do I see all of the interactions for just one constituent?

See all 14 articles

CRM – Documents 14

• What is the Documents grid?
• How do I add a document?
• How do I find the Documents page?
• How do I see all of the documents for just one constituent?
• Can I export the documents?

See all 14 articles

CRM – Relationships 14

• Where do I see relationships between constituents?
• How do I create a new relationship?
• What if the related constituent doesn’t exist yet?
• Do I have to create a relationship between an employee & employer?
• How do I go to the related constituent’s profile from the relationship screen?

See all 14 articles

CRM - Payment Options 3

• How do I add or update constituent payment information
• How do I add or update a recurring donation
• How do I update the payment method on an existing pledge?

Export To Existing File Reports 1

• How do I create a report using Export to Existing File functionality?

Reporting Tool 1

• How does the reporting tool work?

Fundraising Reports 2

• LYBUNT Report
• Top Donors Report

Overview 4

• Time Tracking Overview
• How do I get to the Time Tracking section?
• How do I enter a new Time Tracking Record?
• Where are the Locations pulled from?

Actions 8

• Print Mailing Labels
• Print Envelopes
• How do I create an Email List with all constituents?
• How do I update an Email List?
• How do I export all addresses?

See all 8 articles

Integration Setup 6

• How do I give access to the Quickbooks setup and export?
• How do I set up the Quickbooks integration?
• How do I add accounts from my Chart of Accounts that is in Quickbooks?
• How do I add my Items from Quickbooks?
• How do I add my Classes from Quickbooks?

See all 6 articles

Exporting to QB 7

• How are the transactions created in Quickbooks?
• Does the donor information get created in Quickbooks?
• Does the import create duplicate customers in Quickbooks?
• How do I export the file from DonorView?
• Can I review the transactions that are in the .IIF file?

See all 7 articles

Troubleshooting 2

• Quickbooks Desktop Errors
• Quickbooks Online Errors

Basic General Membership Information 4

• How to I run a report on my Memberships?
• What is a General Membership?
• What is a Head of Household?
• What is the difference between Current Status and Status?

Membership Form Setup 6

• Membership Form Setup
• Acknowledgement Info
• Membership Settings
• Membership Tier Setup
• Membership Page Styling

See all 6 articles

Membership Grid and Purchases 6

• How do I purchase memberships on behalf of a constituent?
• Where can I see the people that have signed up for a membership?
• Do I see membership purchases on my gift grid?
• What are the required fields that a member will have to fill out?
• Can I remove a constituent that has been accidentally added to a membership?

See all 6 articles

Membership Attendance 0

Overview 10

• Can I undo a payment entry on an auction item?
• Can I bundle auction items with In-Kind gifts?
• Can I create an online Auction?
• How do I set up an auction?
• Acknowledgement Info

See all 10 articles

After the Auction 2

• Winning Bid Email Notify
• Auction Payment Processing