DonorView Help Center

DonorView

What does default address mean?

Merging Duplicate Constituent Records

Creating a Theater Seating Chart in Excel

Integration Setup

Exporting to QB

Troubleshooting

Quickbooks Integration

How do I give access to the Quickbooks setup and export?

Quickbooks Desktop Errors

How do I set up the Quickbooks integration?

Basic General Membership Information

Membership Page Setup

Membership Grid and Purchases

Membership Attendance

Creating mail merge letters in the membership module.

Mail Merge General Membership Templates

Membership Auto Reminders

Membership Only Documents

Membership Directory, Profiles & Emblems

Information about the functions and activities performed within the General Memberships Module

General Memberships Module

How do I run a report on my memberships?

What can I do on the Membership Attendance grid?

How can I use the Memberships grid?

Includes links to an auction-event guide and FAQ document.

Auction Guides & FAQs

Auction Pages

Reviews the features and frequently asked questions about online auctions.

Online Auctions

Reviews auction add-on features and how to record those purchases

Auction Add-ons & Paddle Raises

Reviews the features and processes for performing a traditional silent auction with paper bid sheets.

Traditional Paper Silent Auction

Reviews the features and options for live auction items.

Live Auctions

Auction Reporting & Checkout

Information on creating and managing auctions utilizing the features in the Auctions Module.

Auctions Module

Can live auction items be shown online, but not allow online bids?

What are auction Add-Ons?

Auctions Overview

Overview of the Fundraising Module and basic information on the tools and workflows.

Fundraising Module Overview & Basic Information

Activities and information available on the Gifts grid including reporting

Gifts Grid

Entering General Donations

Online Donations

How to create the mail merge template letters and send thank you letters

Acknowledging Donations & Mail Merge Gift Templates

How to enter and manage pledges and pledge payments.

Entering & Managing Pledges

Information and reporting available on the Pledges grid.

Pledges Grid

How to create pledge thank you letters and reminders

Pledge Acknowledgements, Reminders, and Mail Merge Pledge Templates

Information to create and manage online donation pages.

Donation Pages

Goal Progress

Sponsorships

Grants

Split Gifts

In Kind Gifts

Matching Gifts

Tribute Gifts

Pending Gifts

Soft Credits & Donor Advised Funds

ACH Payments

Information about the functions and activities performed in the Fundraising Module including financial reporting, pledge management, and donation pages.

Fundraising Module

How do I create/edit a donation page?

What is the Pledges grid?

What is a Pledge?

Helpful Articles

Blog Posts

Using Automated Actions for Donor Engagement & Moves Management

Sponsorship Management Features to Help Build Long Term Relationships

Using DonorView in your Strategic Planning Process

General and overview information about the events module.

General Event Information

Creating and Editing Events - Event Pages

Using the events grid to see  and create reports for event transactions

Events Grid & Purchases

Event Attendance Grid

Frequently asked questions about managing the day of the event.

Managing Events

Group Assignments

Table Assignments

How to use the scheduler feature in the events modules.

Event Scheduler

Event Calendar

Information on creating mail merge letters for the Event and Event Attendance grids.

Mail Merge Event  & Event Attendance Templates

Event Auto Reminders

Event Expenses

Theater Seating

Gift Cards

Subscriptions

Zoom Integration

Information about creating and managing events utilizing the features in the Events Module.

Events Module

How do I make seasonal subscription tickets available for purchase?

How do I make gift cards available to purchase for an event?

BlueTooth Devices & DV Connect App

Stripe S700 Terminal

Information about the features and activities that can be performed using the Mobile App.

Mobile Devices & DV Connect App

What is the DV Connect App?

S700 Terminal Setup and Assignments

S700 Terminal Donation Processing

Overview & Setup

P2P - Event Pages

Supporting P2P Fundraisers

P2P Dashboard

Milestones & Badges

Information about creating and managing peer to peer campaigns.

Peer To Peer Fundraising Module

How do participants sign up?

P2P Guide and Checklist

Where can I track the P2P donations?

Grid Features

Views

Quick Queries

Actions Overview

Batch Updates

Dashboards

Advanced Analytics

Other Software Functions

Information about the module dashboards, managing grid Views, using the Actions menu,  Advanced Analytics features, and how different features function in the software.

Grids, Dashboards & Software Functionality

Why am I prompted to Create a Default View?

What can you do with the Actions menu?

What is a dashboard?

Youth Membership & Programs User Security

Youth Members

Youth Membership Enrollment

Attendance

Parent Portal

Information about creating and managing a youth program utilizing the features in the Youth Membership Module.

Youth Memberships Module

How can I Edit the Parent Portal Info page?

Youth Membership & Programs Overview

How do I filter the Site Attendance grid?

Implementation & Data Conversion

Overview of the functions and features of each of the modules.

Module Guides

Provides examples of the different types of donation, event and membership pages that can be created in DonorView.

Page Models

Login & Technology

Other Services

This is an internal only folder for holding draft articles and those that are archived.

Draft and Archived Articles

Provides information and overview of the modules for new users.

General Information & Overviews

Frequently Asked Questions about the Implementation Process

Introduction to DonorView Modules

Overview of Creating Pages in DonorView

Summary of how to send email marketing campaigns.

Email Marketing General Information

How to create email lists and manage recipients (also known as subscribers or contacts)

Email Marketing Contacts - Email List Management

Creating and editing email marketing templates. This tool is also used to edit thank you messages for donation, event, membership, survey, and auction pages.

Email Marketing Templates

Email Marketing Campaigns

To view open, bounce, unsubscribe and monetization rates for email campaigns.

Email Marketing Overview Page - Campaign Response Rates

Email Marketing Auto Responders

Information about the email marketing functions, creating email lists, sending email campaigns, editing email templates, and reviewing results in the Email Marketing Module.

Email Marketing Module

What is the Email Marketing Auto Responders?

What is the Email Marketing Overview page?

How do I create and edit an email template?

General Training Information

Information on accessing and using the support academy.

Support Academy

Provides information about training options and how to access training.

Training

I'm a new user, how can I learn more about DonorView?

What is the Support Academy?

What Training is Included in the Onboarding Process?

Find generic information about our survey product here.

Surveys/Forms - General Information

Provides the instructions for creating surveys, forms, polls, and applications.

Surveys/Forms List Page - Creating Surveys, Forms, Polls, and Applications

Options to view the responses received from surveys, forms, polls, and applications

Surveys/Forms Results - View Survey Responses

This page links to the email lists also used in Email Marketing

Surveys/Forms Contacts - Email Lists

For viewing email response rates from surveys/forms sent to an email list

Surveys/Forms Overview - For Email Response Rates

Internal Only Surveys/Forms

Information about creating and reviewing responses for various types of forms, polls, applications and surveys made with the Surveys/Forms Module.

Surveys/Forms Module

Survey/Forms Results Grid Overview

What is the Survey/Forms List Grid?

What is an internal only survey or form?

Volunteer tracking features in the volunteer module

Volunteer Module & Programs Overview

Demonstrating the integration of the Volunteer module with the Surveys/Forms module.

Volunteer Applications

Information about volunteer management features.

Bank Information