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Knowledge base
Account
Account Settings
23
How do I manage my account settings?
What is the Account Info page for?
How do I get to the Account Info page?
How do I edit my information?
I have made changes to my account information, but I decided I don’t want to save the changes, what do I do?
See all 23 articles
Billing
1
Where can I view my weekly transaction statments?
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
11
What is the Manage Users page for?
How do I get to the Manage Users page?
How do I invite a user?
I don’t see the option to Invite User.
How will I know if the user I have invited has confirmed their email and is active on DonorView?
See all 11 articles
Manage Portal and Portal Users
7
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 7 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
Manage Footer
9
What is the Manage Footers page for?
How do I get to the Manage Footers page?
Why is footer information necessary?
What parts of the footer can I edit?
How do I find what parts of the footer I can edit?
See all 9 articles
Event Management
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
10
What is the difference between the Detail and Summery 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 10 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?
Fundraising
Basic Gift Information
14
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 14 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
Youth Memberships & Programs
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
Online Donations
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
13
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 13 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?
Email & Social Marketing
List & Recipient Management FAQs
28
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 28 articles
Email Overview
2
What is the Overview Page for?
How do I get to the Overview page?
Overview Page – Snapshot Tab
8
What is the Snapshot tab on the Overview page for?
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?
Why can’t I see all of my campaigns in the drop down menu?
See all 8 articles
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
4
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)?
Why don’t I see all of my campaigns listed on the campaign legend?
Overview Page – Social Media Tab
3
What is the social media tab on the Overview page for?
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?
Template FAQs
34
What is the “Templates” page for?
How do I find the “Templates” page?
How can I narrow down the number of templates for what I am looking for?
What are the different ways to view the templates?
How can I browse the DonorView predesigned templates only?
See all 34 articles
HTML Requirements for Templates
1
HTML Requirements for Templates
Campaign FAQs
28
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 28 articles
Peer To Peer Fundraising
Overview & Setup
7
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 7 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 Summery Dashboard show me?
What can I do with the information on the P2P Dashboard?
Surveys/Forms
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
6
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?
See all 6 articles
Overview Page – Snapshot Tab
8
What is the Snapshot tab on the Overview page for?
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 survey campaigns that I sent through email?
Why can’t I see all of my survey campaigns in the drop down menu?
See all 8 articles
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
4
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)?
Why don’t I see all of my campaigns listed on the campaign legend?
Overview Page – Social Media Tab
3
What is the social media tab on the Overview page for?
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
71
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 71 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
Contact Management
Constituent Grid
12
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 12 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
24
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 24 articles
CRM – Interactions
13
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 13 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?
Reports
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?
Pivot Tables
1
How can I set my pivot table report to automatically refresh when opening the file?
Time Tracking
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?
Quickbooks Integration
Intergration Setup
12
How do I give access to the Quickbooks setup and export?
How do I set up the Quickbooks integration?
How are the transactions created in Quickbooks?
Does the donor information get created in Quickbooks?
Does the import create duplicate customers in Quickbooks?
See all 12 articles
General Memberships
Basic General Membership Information
0
Membership Form Setup
0
Membership Grid and Purchases
4
How do I purchase memberships on behalf of 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?
Membership Attendance
0
Auctions
Overview
8
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 8 articles
Community forums
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Announcements
0
Feature Requests
2
Image Editor
Posted by
Kim Fry
,
11 months ago
Custom Color palettes for newsletters
Posted by
Ann Wheeler
,
12 months ago
Tips and Tricks
1
Creating a sign-up autoresponder for one list (not for all sign-ups)
Posted by
Mark Montonara
,
over 1 year ago
,
Last Reply
by Mark Montonara
over 1 year ago
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