List & Recipient Management FAQs

Can I import a .CSV file or an Excel file with multiple columns of data?
Yes, you can import an advanced list that allows you to bring in multiple columns of recipient information. You can use these columns to segment/filter ...
Tue, Feb 2, 2016 at 9:47 AM
Can I combine multiple lists into one list?
Yes, you can combine multiple lists into one list. If you are combining advanced lists that include information other than First Name, Last Name & E...
Tue, Feb 2, 2016 at 9:47 AM
Can 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 Excel or .CSV file and import the file into DonorView. DonorView wi...
Mon, Jul 9, 2018 at 9:45 AM
How can I assign/remove a recipient to/from multiple lists?
The easiest way to do this is to go to the All Recipients screen, use the filters on the grid to find the recipient, select the recipient and then check...
Tue, Feb 2, 2016 at 9:48 AM
Can I categorize my lists?
Yes, each list is saved to a specific list category. These help you to easily identify lists that you should send each campaign to. You can set the cate...
Tue, Feb 2, 2016 at 9:49 AM
How do I create a new category for my lists?
You can create a new category by taking the following steps: Select an existing list or create a new list. Select “Create New” from the Category drop ...
Tue, Feb 2, 2016 at 9:49 AM
Can I export recipient information out of DonorView?
You can export your recipients from a specific list or you can export all recipients to a .CSV file by clicking on the Export to CSV button above the re...
Tue, Feb 2, 2016 at 9:51 AM
Where can I see the campaign history for a specific recipient?
You can see the history of all campaigns received by a recipient, including the links that they clicked on in each, by selecting a recipient from the Al...
Tue, Feb 2, 2016 at 9:52 AM
How do I unsubscribe a recipient from a list?
You can do this by two methods: If you only want to unsubscribe the recipient from a specific list, you can select the list from the “Recipient Lists” s...
Tue, Feb 2, 2016 at 9:53 AM
How do I unsubscribe a recipient from ALL COMMUNICATION?
Click on the All Recipients button on the Recipient Lists screen, find the recipient and check the unsubscribe box next to their name. They will automatical...
Fri, Feb 15, 2019 at 12:19 PM