Implementation & Data Conversion
Frequently Asked Questions about the Implementation ProcessHow long will it take to convert my data? The amount of time it takes to convert your data depends on the volume, complexity, and cleanliness of data provided. Also, responding to your implementation manager’s questions in a timely manner affects how long the implementation proc…9 min readTips for Data ConversionWhen preparing your data for conversion to DonorView, consider the following tips to ensure your data is clean and consistent prior to the import into the software. Correcting data after import can be time consuming and is best done prior to the import. Constituent Records Withi…4 min readGlossary of Terms Used in DonorViewAcknowledgement – An acknowledgement is a document sent to thank the constituent for the transaction, whether it is a donation, pledge, event purchase, membership renewal, or other type of contribution. Advanced Analytics – Advanced Analytics is an add-on option for performing g…20 min readConstituents Grid Data FieldsThe list below shows the vertical representation of all the standard fields that are on the Constituents Grid. On the actual Constituents Grid, the field title is shown as the header in each of the columns for a constituent record. Many of the fields are auto populated and are n…25 min readGifts Grid Data FieldsBelow is a vertical representation of the data fields included in the Gifts Grid. The import template will have those fields that can be imported listed horizontally. The Field Title is name listed at the top of the column. The Profile Type indicates which type of constituent re…16 min readVerification of DNS SettingsDomain DNS Settings The purpose of this support document is to outline the steps needed to update your domain’s DNS settings. These updates are done to verify your sender domain so that recipient email servers know it is your organization. DonorView is “authorized” to send email…8 min readDNS Domain DMARC Record SetupNOTE: Google and Yahoo announced requirements that bulk senders must have DMARC in place beginning February 2024. Understanding Gmail and Yahoo DMARC Requirements - dmarcian Set up DMARC# DMARC is an email security standard that allows domain owners to monitor who’s sending emai…2 min read