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Can I import recipients from my email account?In order to import an email list, you must first export the list from your email account into an .XLS, .XLSX, .ODS, or .CSV. file. Once you…Email Marketing Contacts - Email List Management · 1 min readCan I import recipients from other CRM packages such as Microsoft Dynamics, Outlook or SalesForce.com?We don’t directly import from such packages. However, you can export your contacts to an .XLS, .XLSX, .ODS, or .CSV. file (Max file size 10M…Email Marketing Contacts - Email List Management · 1 min readWhat file formats are supported to upload email contacts?Acceptable file formats are .XLS, .XLSX, .ODS, and .CSV. Max file size 10MB.Email Marketing Contacts - Email List Management · 1 min readHow do I add new email recipients, contacts, or subscribers?…on to import a list. Click on from file on computer. Next you will enter the new List Name and List Category . Click on Select files to uplo…Email Marketing Contacts - Email List Management · 4 min readWhat file format does DonorView create for the mail merge letters?…browser tab will open with the pdf file. It will be a single letter when only one recipient is selected, or, if multiple recipients are incl…Acknowledging Donations & Mail Merge Gift Templates · 2 min readHow do I export the file from DonorView?…n : Click on Actions Export to IIF File. Save the file on your computer. When you login to Quickbooks, navigate to File Utilities Import IIF…Exporting to QB · 3 min readWhat if I don't want to use the Support Academy - what other training options are there?There is no requirement to use the Support Academy, however we have found this to be the most effective method for learning the software. Th…Support Academy · 1 min readCan I import constituents or transactions?…ituentto the transaction record so import templates to organize your data. There are two templates (Excel files) for importing data, a Const…Constituents Grid · 28 min readCan I import survey results?…n Select files to choose the Excel file and then click Import Answers . You will receive a confirmation for the number of surveys imported a…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 2 min readDo I have to setup a Recipient List before I create the survey?…module. You can create new lists, import names, and add recipients to existing lists as needed.…Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications · 1 min readHow do I Import a document for a Member?…u can hit this button and find the file for import.…Youth Members · 1 min readHow do I Import a document for a Member?…u can hit this button and find the file for import. Once you are done click the green, “Save” button.…Youth Members · 1 min readCan I review the transactions that are in the .IIF file?…ill bring everything into an Excel file so that you can review it before importing it into Quickbooks.…Exporting to QB · 1 min readHow can I manage the images and files in the media library?Images and PDF files are stored in your media library. Any file you upload as a logo, into a DonorView page, or email template will be store…Email Marketing Templates · 2 min readHow do I create an email list?…on to import a list. Click on from file on computer. Next you will enter the new List Name and List Category . Click on Select files to uplo…Email Marketing Contacts - Email List Management · 3 min readHow do I format a mail merge Amount field?…$150.00 will print as 150.0000. To format the dollar amount with a leading $ and only two decimal places, open the applicable mail merge tem…Acknowledging Donations & Mail Merge Gift Templates · 1 min readQuickbooks Desktop Errors…the error and need to reach out to support, please include the original IIF file that you tried to import, a screen shot of the error and, i…Troubleshooting · 3 min readHow do I add a PDF file to the email template?…and link to your email. When your recipient clicks on the image of the PDF file, it will open the entire PDF document in a new browser wind…Email Marketing Templates · 1 min readWhat is the Support Academy?1. What is the Support Academy? - The DonorView Support Academy is a learning management system (LMS) used to deliver and track training. -…Support Academy · 10 min readIf I import an email list, do they all become constituents in the database?Any new emails imported into the database will become new constituents and count towards your total number of constituents. The software wil…Email Marketing Contacts - Email List Management · 1 min read