DonorView Help Center

DonorView

Merging Duplicate Constituent Records

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

Account Settings

Social Media

Bank Information

Billing

Saved Cards

Refund Status

Information on managing the organization's account including account settings, billing, payment options, and saved credit card information.

Organization Account Management

Manage DV Users

Activities and functions of the User Settings feature

User Settings

Information about managing the internal users who have access to the DonorView database as well as options and security settings for users.

DonorView User Management

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

Constituents Grid

Managing Constituent Records

Constituent Profiles

Household Records

CRM – Interactions

My Follow Ups

CRM – Documents

CRM – Relationships

CRM - Time Tracking

Mail Merge CRM Templates

Wealth Profiles

Automated Actions

Describes how to activate and utilize the Outlook and Gmail integration features in the software.

Outlook/Gmail Integration

Background Checks

Tips for keeping your data in good shape.

Database Hygiene

AI Analytics

Information about the functions and activities performed with the Constituent Relationship Management (CRM) module.

CRM Module

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

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

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

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

How to use the Volunteer module's time tracking grid.

Volunteer Time Tracking Grid

How to use the volunteer registrations grid.

Volunteer Registrations

Volunteer Attendance

How to use the Volunteer Scheduler feature

Volunteer Scheduler

CRM Module - Volunteer Features

Description for creating volunteer events

Volunteer Events

Information about volunteer management features.

Volunteer Module

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

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

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

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

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

Using the report builder tool in the Reports Module.

Report Builder

Text/Push Messaging Activity & Queue

The Thank You Email grid shows all automated thank you messages and you can resend as needed.

Thank You Emails

Information about the activities that can be performed with the functions in the Reports Module including creating custom reports, text messaging management, mail merge queues, and thank you emails.

Reports Module

How to set up and manage the constituent portal.

Managing the Constituent Portal

How to help portal users subscribe and activities that can be performed by constituents in the portal.

Manage Portal Users

Information on the different features available in the portal.

Portal Features

Information about the features of the Constituent Portal for constituents to view and manage their own account information.

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