As a new user you have several options to learning how to use the software. First, check to see what support and training subscription your organization has by clicking on your organization's name in the top right corner of the screen. 



For those with Essential or Essential Plus support, you have access to the live, weekly training webinars via our training hub. Please contact training@donorview.com for the link to register.


For those with Basic support or those who prefer self-directed study, we recommend the following training progression to work through all of the modules. You can access the complete video library via the link under your user initials. All videos use the same password: DV2017



DonorView Support Articles Library: https://support.donorview.com/support/solutions

DonorView Video Library: https://vimeo.com/showcase/donorview (Library and Videos password: DV0217)


For a general overview of all the modules, we recommend starting with the Module Overview: https://support.donorview.com/support/solutions/folders/9000199537


General Information
Welcome to DonorView - https://vimeo.com/912569881/1872bc1643
Glossary of Terms - https://support.donorview.com/support/solutions/articles/9000233603-glossary-of-terms-used-in-donorview
Module Overviews - https://support.donorview.com/support/solutions/folders/9000199537

Page Models - https://support.donorview.com/support/solutions/folders/9000199539

Grids, Dashboards & Software Functionality: https://support.donorview.com/support/solutions/9000118258


Settings & Users

Organization & Account Articles: https://support.donorview.com/support/solutions/9000080733

DonorView User Articles: https://support.donorview.com/support/solutions/9000118569

Account Settings - https://vimeo.com/854765011/77847859fa

Bank Information Account Settings - https://vimeo.com/995943291/d505c6cada

Saved Credit Cards and Expiration Notifications - https://vimeo.com/995815593/48b4096f6c

Social Media Account Settings - https://vimeo.com/995810167/99aa87f100

Additional Payment Methods - https://vimeo.com/740724997/012dc30bd7

Account User Management - https://vimeo.com/855057481 

Account Billing - https://vimeo.com/855118617

User Settings - https://vimeo.com/854737161

QuickBooks Integration - https://vimeo.com/813187042


CRM Module
CRM Module Articles: https://support.donorview.com/support/solutions/9000080651
Setting up View - https://vimeo.com/showcase/9571518/video/840202540
CRM Constituent Grid - https://vimeo.com/showcase/9571518/video/736601453
Individual Constituent Profile - https://vimeo.com/showcase/9571518/video/731825511
Company Constituent Profile - https://vimeo.com/showcase/9571518/video/731485979

Constituent Documents - https://vimeo.com/729692565

Constituent Interactions & Follow Ups - https://vimeo.com/728927722

Constituent Relationships - https://vimeo.com/730086196

Constituent Time Tracking - https://vimeo.com/730375181

Constituent Mail Merge Letters - https://vimeo.com/736515688

Automated Actions - https://vimeo.com/736188833

Outlook Integration - https://vimeo.com/showcase/9571518/video/988351233

Gmail Integration - https://vimeo.com/showcase/9571518/video/985869753


Fundraising Module

Fundraising Articles: https://support.donorview.com/support/solutions/9000074820

Fundraising Gifts Grid - https://vimeo.com/845697140 

Donation Page Advanced Designer - https://vimeo.com/showcase/9571518/video/987235154 

Stacked Donation Widget Overview - https://vimeo.com/showcase/9571518/video/988349933 

Progressive Donation Widget Overview - https://vimeo.com/showcase/9571518/video/985862324 

Donation Page Simple Designer - https://vimeo.com/768146562 

Entering a General Donation - https://vimeo.com/770830070 

Entering and Managing a Pledge - https://vimeo.com/846378072 

Entering an In-Kind Donation - https://vimeo.com/770827992 

Entering a Stock Donation - https://vimeo.com/846352580 

Entering a Donation via a Donation Page - https://vimeo.com/846388257 

Gifts Mail Merge Letter (Acknowledgements) - https://vimeo.com/852445511 

Pledges Grid & Constituent Pledge Tab - https://vimeo.com/852989122 

Pledges Mail Merge Letter (Acknowledgments) - https://vimeo.com/853415392 

Fundraising Goal Progress - https://vimeo.com/764158934 

Sponsorships - https://vimeo.com/850688116 

Grants - https://vimeo.com/851009955 

Refund Process - https://vimeo.com/609725387 

Tribute Notification - https://vimeo.com/616897160 

EOY Statements - https://vimeo.com/307701005 

Moves Management - https://vimeo.com/646911269 

Fundraising (Old User Interface) - https://vimeo.com/384045872 


Events Module

Events Articles: https://support.donorview.com/support/solutions/9000074823

Single Day Event Setup - https://vimeo.com/736154790 

Event & Attendee Questions - https://vimeo.com/732471168

Event Thank You Message - https://vimeo.com/747309989/73088ace2d

Multi-Day Event Setup - https://vimeo.com/753837782

Event Summary Grid - https://vimeo.com/735773292 

Events Detail Grid - https://vimeo.com/736213633 

Event Attendance Grid - https://vimeo.com/728826049 

Event Table Assignments - https://vimeo.com/741142781 

Event Assignments - https://vimeo.com/735850438 

Event Mail Merge Letters - https://vimeo.com/728823692

Event Level Search Options - https://vimeo.com/showcase/9571518/video/985864542 

Event Calendar - https://vimeo.com/741949248 

Event Mail Merge Letters - https://vimeo.com/728823692

Event Auto Reminders - https://vimeo.com/722260141 

Event Expenses - https://vimeo.com/727422904 

Mobile App - https://vimeo.com/showcase/9571518/video/738265241

Event Management Outline & Checklist - https://support.donorview.com/en/support/solutions/articles/9000236150-event-management-outline-checklist

Live Event Frequently Asked Questions - https://support.donorview.com/en/support/solutions/articles/9000236917-live-event-frequently-asked-questions


Auctions Module

Auctions Articles: https://support.donorview.com/support/solutions/9000114520

Silent and Live Auctions - https://vimeo.com/showcase/9571518/video/439042880

Auction Events - https://vimeo.com/758810143

Text2Bid - https://vimeo.com/290883430/b6c31fbe90 (silent but shows function of text-2-bid)

Auction Event Guide & Checklist - https://support.donorview.com/en/support/solutions/articles/9000236081-auction-event-guide-and-checklist

Auction Event Frequently Asked Questions - https://support.donorview.com/en/support/solutions/articles/9000236625-faqs-for-an-auction-event


Memberships Module
Membership Articles: https://support.donorview.com/support/solutions/9000113764
General Membership - https://vimeo.com/showcase/9571518/video/197199626

Membership Summary Grid - https://vimeo.com/845699139

Membership Detail Grid - https://vimeo.com/845699674

Online Membership Form Set-up - https://vimeo.com/856454132

Internal Membership Entry - https://vimeo.com/752130340

Member Mail Merge Letters - https://vimeo.com/720711830

Member Attendance - https://vimeo.com/720372559

Member Auto Reminder - https://vimeo.com/719969875

Member Only Documents - https://vimeo.com/720385437 

Membership Directory - https://vimeo.com/722708194


Peer to Peer Module
Peer to Peer Articles: https://support.donorview.com/support/solutions/9000074828
Peer to Peer Fundraising - https://vimeo.com/showcase/9571518/video/197190005
Peer to Peer Event - https://vimeo.com/763864527

Peer to Peer Guide & Checklist - https://support.donorview.com/en/support/solutions/articles/9000236877-p2p-guide-and-checklist

Peer to Peer FAQs - https://support.donorview.com/en/support/solutions/articles/9000236878-faqs-for-peer-to-peer-campaigns


Emails & Texting Modules
Email Marketing Articles: https://support.donorview.com/support/solutions/9000074830
Direct Emails - https://vimeo.com/751690128
Email Marketing - https://vimeo.com/196891123
Email Marketing Contacts - https://vimeo.com/725352439
Email Template Editor - https://vimeo.com/359513863
Email Marketing Campaign - https://vimeo.com/728170284
Email Marketing Overview Pages - https://vimeo.com/725750677
Email Marketing Auto Responder - https://vimeo.com/727829547
Constituent Email Marketing Tab - https://vimeo.com/727863993
Text-2-Give and Text Marketing https://vimeo.com/showcase/9571518/video/200014866

Email Marketing Best Practices https://support.donorview.com/support/solutions/articles/9000230441-email-marketing-best-practices


Surveys/Forms Module

Surveys/Forms Articles: https://support.donorview.com/support/solutions/9000074831

Single Page Survey/Form Setup - https://vimeo.com/742781980 

Internal Survey/Forms - https://vimeo.com/738394627 

Survey/Forms Question Logic - https://vimeo.com/739715229 

Survey/Forms Distribution Through Email - https://vimeo.com/739698117 

Survey/Forms Feedback Poll - https://vimeo.com/740854831 

Survey/Forms Review + Results - https://vimeo.com/740420797 

Surveys/Forms - https://vimeo.com/197185273 


Volunteer Management
Volunteer Articles: https://support.donorview.com/support/solutions/9000118509
Volunteer Management - https://vimeo.com/showcase/9571518/video/463910317
Volunteer Event Set Up - https://vimeo.com/showcase/9571518/video/752550538


Youth Membership

Youth Membership Articles: https://support.donorview.com/support/solutions/9000074829

Youth Memberships - https://vimeo.com/527928541


Donor Portal

Portal Articles: https://support.donorview.com/support/solutions/9000118570

Portal Features - https://vimeo.com/showcase/9571518/video/859019983

Constituent/Donor Portal - https://vimeo.com/showcase/9571518/video/197283655