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508.205.0243
Knowledge base
General Information & Overviews
Implementation & Data Conversion
6
Frequently Asked Questions about the Implementation Process
Tips for Data Conversion
Glossary of Terms Used in DonorView
Verification of DNS Settings
Constituents Grid Data Fields
View all 6
Module Guides
14
Introduction to DonorView Modules
Overview of Organization Settings
Overview of User Settings
CRM Module Overview
Fundraising Module Overview
View all 14
Page Models
4
Overview of Creating Pages in DonorView
Examples of Donation Pages
Examples of Membership Pages
Examples of Event Pages
Account
Account Settings
18
How do I manage my account settings?
What is the Account Settings page for?
How do I change my logo?
How do I remove the logo I currently have?
What is the User Settings page for?
View all 18
Billing
2
What is a charge back fee?
Where can I view my weekly transaction statements?
Login & Technology
10
How do I log into DonorView?
I am unable to login to DonorView.
How do I log out of DonorView?
What types of browsers are supported by DonorView?
What types of devices are supported by DonorView?
View all 10
Manage DV Users
10
User Rights Overview and Access Levels
What is the Manage Users page for?
How do I get to the Manage Users page?
How do I invite a user?
How will I know when the invited user has confirmed and is active on DonorView?
View all 10
Manage Portal and Portal Users
17
Where can I find the link/URL to my Donor Portal?
What settings can I change on the Donor Portal?
Can I disable the time tracking function on the Donor Portal?
Can I turn off the Donor Portal?
Can I see who has a Portal account?
View all 17
Personal Dashboard
1
How do I edit my personal dashboard?
Advanced Analytics
5
What is the Advanced Analytics button for?
How can I edit my Advanced Analytics Pivot Tables?
Geo Search Filter
Scheduled View Reports
Email Preview and Spam Test
Event Management
Creating Events
55
Events Overview
How do I create a new Event?
Can I copy an existing event?
What are the steps of building an event?
What is the event acknowledgement information used for?
View all 55
Event Grid & Purchases
18
What is the difference between the Detail and Summary Event Grids?
How do I purchase tickets on behalf of a constituent?
Where can I see the people that have registered for the event?
Can I see event registrants on my Constituent grid?
Do I see ticket sales on my Gifts Grid?
View all 18
Event Assignments
5
Event Assignments Overview
Is there a way to only see unassigned event attendees?
Can I add new Groups from the Assignment Dashboard?
Can I editing existing Groups from the Event Assignments Grid?
Will the information I add to the Event Assignment be available any where else?
Table Assignments
6
How do I view seating assignments in a grid view?
Can I utilize the "event assignment" feature alongside the "table assignment feature"?
Where do I find the option to enable "Table Assignments"?
Why isn't my event showing up in the table assignments dropdown?
Is there a way to see all the seats that have not been assigned to an attendee yet?
View all 6
Event Attendance
4
Event Attendance Overview
Can I check in each individual ticket?
Is there a mobile Event Attendance App?
P2P Data Fields Available on Event Attendance
Theater Seating
17
How do I turn on Seating Charts for an Event?
How do I upload a new seating chart?
Creating a Theater Seating Chart in Excel
How can I show aisles and other features on the seating chart?
Using Seating Charts for Events
View all 17
Gift Cards
2
How do I make gift cards available to purchase for an event?
How do I set up an event where gift cards can be used?
Subscriptions
3
How do I make seasonal subscription tickets available for purchase?
Where do I find details after someone has ordered a ticket subscription?
How do I set up an event where subscriptions can be used?
Fundraising
Basic Gift Information
19
What is a gift?
What are the gift types?
What is the Gifts Grid?
How do I add a gift?
How do I find the Gifts Grid?
View all 19
General Gifts
7
What are the payment types?
Can I add a new payment type?
Can I edit or delete a payment type?
Can I change the order that the payment types appear in the dropdown box?
Could a gift be given anonymously?
View all 7
Tribute Gifts
6
What is a Tribute Gift?
How do I designate a tribute gift?
Can I add a tribute type?
Can I edit or delete a tribute type?
Can I change the order that the tribute types appear in the dropdown box?
View all 6
Matching Gifts
5
What is a Matching Gift?
How do I designate a matching gift?
Will it record the gift on the matching constituent?
What if the matching constituent does not exist yet?
How do I see if a gift has a matching gift?
Split Gifts
7
What is a Split Gift?
How do I enter a Split Gift?
Can I split any gift type?
How do I add a new row for a split gift?
How will my split gift appear on the gift grid?
View all 7
Soft Credits
8
What is a Soft Credit?
How do I enter a soft credit?
How do I enter multiple constituents for soft credits?
What if the constituent receiving soft credit does not exist yet?
Can I edit a soft credit?
View all 8
Pledge Basic Information
19
What is a Pledge?
What is the Pledges grid?
Can I export my Pledges?
How do I add a Pledge?
How do I find the Pledges page?
View all 19
Pledge Schedules
11
What is a pledge schedule?
How do I customize the pledge payment schedule?
How do I create a pledge schedule that is based over a certain number of years?
How do I refresh the pledge schedule for changes that I’ve made to the terms of the pledge?
How are the due dates calculated?
View all 11
Pledge Payments
6
How do I see if a payment has been received?
How do I enter a pledge payment?
How do I record a partial pledge payment?
What if the donor paid more than what was due?
Can I edit a pledge payment?
View all 6
In Kind Gifts
10
What is an In Kind Gift?
How do I enter an In Kind gift?
Can an In Kind gift be anonymous?
Can an In Kind gift be a split gift?
Can an In Kind gift be a tribute gift?
View all 10
ACH Payments
2
How do I set up ACH Payments?
How does a donor use ACH as a payment?
Sponsorships
11
What is a Sponsorship?
How do I create a Sponsorship?
Can I delete a sponsorship?
What are Sponsorship Assigned Tasks?
How do I assign Tasks for Sponsorship Follow Ups
View all 11
Grants
10
What is a grant?
How do I tag an organization or constituent as a grantor?
What can I track on the Grantor Info Tab?
How do I add a Grant Proposal?
What if I have more than one grant proposal for the same Grantor?
View all 10
Mail Merge Templates
11
What is a Mail Merge Template?
Where can I find Mail Merge Templates?
How do I create a Mail Merge Template?
What Mail Merge Fields are available?
How to Generate Single Mail Merge Letters
View all 11
Wealth Profiles
1
Running Wealth Profiles in DonorView
Goal Progress
1
Can I have a stand alone Fundraising Graphic?
Youth Memberships & Programs
Overview & Setup
28
Youth Membership & Programs Overview
Setup Process
How to I create a new Site?
How to I edit an existing Site?
How do I delete a Site?
View all 28
Youth Membership & Programs User Security
4
What can I do with the Membership Security Settings?
How do I control my users Member Access level?
How do I control which sites my users have access to in DonorView?
How do I control a user’s access on the Mobile Attendance App?
Youth Members
24
Member Dashboards Overview
What does the Member Dashboard show?
What can I do on the Member Dashboard?
How do I create a New Member?
How do I delete a member?
View all 24
Youth Membership Enrollment
11
How do I assign a Member to a Session’s Team/Roster?
How do I Enroll someone from the Wait List?
How do I view the payment details of an Enrollment on the Enrollment Dashboard?
What does the Dollar or Money Icon indicate?
How do I enter a new Payment on the Enrollment Dashboard?
View all 11
Attendance
7
Attendance Overview:
How do I filter the Site Attendance grid?
How do I take Site Attendance?
How do I edit the Attendance In/Out time?
How do I take Program Attendance?
View all 7
Parent Portal
0
BGCA Submission
0
Online Donations
Basic Online Donation Info
16
What is an Online Donation?
How do I know a gift was an online donation?
Will I be notified when a new online donation is made?
How does a donor make an online donation?
Can a donor make a recurring donation?
View all 16
Donation Page
15
How do I create/edit a donation page?
What are the steps to set up an online donation page?
What is the donation acknowledgment information used for?
Can I accept foreign currency on the online donation form?
Can you allow the donor to pay the processing fee?
View all 15
Donation Button
5
What is the Donation Button?
Can I change what the text is on the donation button?
How do I change how the donation button looks?
How do I put the donate button on my website?
Where can I use my donate now button?
Email Marketing
List & Contact Management FAQs
38
What is the Contacts Page for?
How do I find the Email Contacts List or Recipient List page?
Can I use the same list for Surveys and Email Campaigns?
How do I add new email recipients?
I am importing a new list into DonorView; do I have to take care of duplicates before importing?
View all 38
Overview Page
2
What is the Overview Page for?
How do I get to the Overview page?
Overview Page – Snapshot Tab
4
What is the Snapshot tab on the Overview page for?
What does each meter represent on the Shapsho view?
How can I see statistics for different campaigns that I sent through email?
How do I change between the Email Delivery view and the Social Media view?
Overview Page – Email Delivery Tab
10
What is the Email Delivery tab on the Overview Page for?
How can I see statistics for different campaigns?
What is the pie chart for?
What is the grid for?
Can I see which recipients have opened my email?
View all 10
Overview Page – Link Performance Tab
7
What is the Link Performance tab on the Overview page for?
What does the bar graph represent?
What is the Link Performance grid for?
How do I see statistics for links on different campaigns?
How do I know what link I am viewing statistics for?
View all 7
Overview Page – Campaign Trends Tab
3
What is the Campaign Trends tab on the Overview page for?
How can I view the trend for a particular campaign category?
How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?
Overview Page – Monetization Tab
1
What is the Monetization tab on the Overview page for?
Campaign FAQs
30
What is a campaign?
How do I find the “Campaigns” page?
Can I view a campaign that I’ve already sent?
Can I delete a campaign?
Can I copy a campaign that I have already done?
View all 30
Template FAQs
25
What is the “Templates” page for?
How do I narrow down the list of templates or search for a specific template?
How can I browse the DonorView predesigned templates only?
Can I view only the templates that I created?
Can I sort the templates?
View all 25
Classic Email Editor (RETIRED)
20
Classic Editor: HTML Requirements for Email Templates
Classic Editor: Can I build my own templates without knowing HTML?
Classic Editor: Can I create my own template using HTML?
Classic Editor: What are the main features of the HTML editor?
Classic Editor: What Editing and formatting choices are available with HTML editor?
View all 20
Peer To Peer Fundraising
Overview & Setup
6
What is Peer-to-Peer Fundraising?
Peer-to-Peer Overview
How do I create a new Peer-to-Peer Campaign?
What are the steps of building a P2P Campaign?
Where do I find the URL for the Participant Portal?
View all 6
Fundraising Participant Portal
6
How do participants sign up?
What can a participant do on their fundraising page?
Does the donor receive a Thank You message?
Where is the URL for the Fundraising Page?
Where can the participant place their fundraising page URL?
View all 6
P2P Dashboard
5
Where can I track the P2P donations?
Why are there two versions of the P2P Dashboard?
What will the P2P Detail Dashboard show me?
What will the P2P Summary Dashboard show me?
What can I do with the information on the P2P Dashboard?
Surveys/Forms
Surveys - General
6
What is the difference between a survey and a poll?
How do I get to the Surveys page?
Can I have a payment option in a survey?
How do I create a payment option in a survey?
Can internal only Surveys or Forms be created?
View all 6
Overview
5
How do I get to the Surveys Overview page?
What is the Overview Page for?
Where can I see the delivery status of surveys that were sent via email?
How do I see the delivery statistics of this survey campaign compared to my other survey campaigns?
Where can I see what links were clicked on for an email survey campaign?
Overview Page – Snapshot Tab
4
What does each meter represent on the Email Delivery view?
How can I see statistics for different survey campaigns that I sent through email?
Why can’t I see all of my survey campaigns in the drop down menu?
How can I see statistics for different survey campaigns that I distributed through social media?
Overview Page – Email Delivery Tab
9
What is the Email Delivery tab on the Survey Overview Page for?
What is the pie chart for?
What is the grid for?
Can I see which recipients have opened my email?
Can I see which recipients have not opened my email?
View all 9
Overview Page – Link Performance Tab
6
What is the Link Performance tab on the Surveys Overview page for?
What does the bar graph represent on the Surveys Link Performance tab?
What is the grid for?
How do I know what link I am viewing statistics for?
Can I export the details of who clicked on a particular link?
View all 6
Overview Page – Campaign Trends Tab
4
What is the Campaign Trends tab on the Overview page for?
How can I view the trend for a particular campaign category?
How do I see the trend for a different email statistic (Opened, Unopened, Unsubscribed or Bounced)?
Why don’t I see all of my surveys listed on the legend?
Survey List
8
What is the Survey List page for?
How do I get to the Survey List page?
Can I see the questions in a particular survey without editing it?
How do I create my own survey or poll from scratch?
Can I re-use a survey or poll that I’ve already sent?
View all 8
Survey Process
71
What are the steps to create & distribute a survey or poll?
What do I do on the Survey Info step of the Survey Wizard?
How do I save my survey info?
What do I do on the Survey Settings step of the Survey Wizard?
Can I allow recipients to take this survey more than once?
View all 71
Survey Results
0
Survey Recipient List
23
What is the “Recipients List” page?
How do I find the “Recipient Lists” page?
What is the “All Recipients” page?
How do I find the “All Recipients” page?
Can I use the same list for Surveys and Email Campaigns?
View all 23
Internal Surveys/Forms
0
Contact Management
Constituent Grid
17
What is the Constituents tab?
How do I find the Constituents page?
How can I search for a specific constituent?
Can I export constituent information?
Can I group by a certain column?
View all 17
Adding Constituents
3
How do I add new constituent?
What is the difference between a contact and a company?
What is the difference between the Full & Quick tabs on the profile?
Household Records
8
Creating a Household Constituent Record
Adding Household Members
Editing Existing Household Relationships
Removing a Household Relationship
Household Record’s Tabs of Information
View all 8
Merging Constituent Records
3
Can I merge two constituent records together?
What information can I transfer between two constituent records?
How to manage individual spouses
Constituent Profiles
31
How do I edit a constituent’s profile?
How do I add a new address?
Can I edit or delete an address?
What does default address mean?
How do I add a new phone number?
View all 31
CRM – Interactions
15
What is the Interactions grid?
How do I add an interaction?
How do I find the Interactions page?
Can I search interactions?
How do I see all of the interactions for just one constituent?
View all 15
CRM – Documents
14
What is the Documents grid?
How do I add a document?
How do I find the Documents page?
How do I see all of the documents for just one constituent?
Can I export the documents?
View all 14
CRM – Relationships
13
Where do I see relationships between constituents?
How do I create a new relationship?
What if the related constituent doesn’t exist yet?
Do I have to create a relationship between an employee & employer?
How do I go to the related constituent’s profile from the relationship screen?
View all 13
CRM - Payment Options
3
How do I add or update constituent payment information?
How do I add or update a recurring donation?
How do I update the payment method on an existing pledge?
Automated Actions
2
Internal Notification from Event Check In
Send Internal Text Notification
Reports
Export To Existing File Reports
1
How do I create a report using Export to Existing File functionality?
Reporting Tool
1
How does the reporting tool work?
Fundraising Reports
2
How do I see donors who have donated Last Year but Not This Year? (LYBUNT)
Top Donors Report
Menu Items
1
How I do print/create a PDF for a Thank You email?
Time Tracking
Overview
5
Time Tracking Overview
How do I get to the Time Tracking section?
How do I enter a new Time Tracking Record?
Where are the Locations pulled from?
Can a user track hours in the DonorView App?
Actions
Actions Overview
10
Print Mailing Labels
Print Envelopes
How do I create an Email List with all constituents?
How do I update an Email List?
How do I export all addresses?
View all 10
Batch Updates
0
Quickbooks Integration
Integration Setup
7
How do I give access to the Quickbooks setup and export?
How do I set up the Quickbooks integration?
How do I add accounts from my Chart of Accounts that is in Quickbooks?
How do I add my Items from Quickbooks?
How do I add my Classes from Quickbooks?
View all 7
Exporting to QB
7
How are the transactions created in Quickbooks?
Does the donor information get created in Quickbooks?
Does the import create duplicate customers in Quickbooks?
How do I export the file from DonorView?
Can I review the transactions that are in the .IIF file?
View all 7
Troubleshooting
2
Quickbooks Desktop Errors
Quickbooks Online Errors
General Memberships
Basic General Membership Information
11
How do I run a report on my Memberships?
What is a General Membership?
What is a Head of Household?
What Types of Memberships can I create?
What is a Group Membership?
View all 11
Membership Form Setup
16
Membership Form Setup Overview
What can I do on the Membership Acknowledgement Info step?
Membership Settings
What can I do on the Membership Setup step?
What can I do on the Membership Styling step?
View all 16
Membership Grid and Purchases
26
How do I purchase memberships on behalf of a constituent?
Where can I see the people that have signed up for a membership?
Do I see membership purchases on my gift grid?
What are the required fields that a member will have to fill out?
What is the difference between Current Status and Status?
View all 26
Membership Attendance
2
What can I do on the Membership Attendance grid?
What can I do on the Membership Attendance History grid?
Membership Directory
1
Can Members Category and Committee subscriptions be shown?
Membership Auto Reminders
3
What can I do on the Membership Auto Reminders grid?
How do I set up a Membership Auto Reminder?
How can I see the delivery analytics for my Membership Auto Reminders?
Membership Only Documents
1
Member Only Documents
Auctions
Overview
22
Auction Events
Auction Acknowledgement Info
Auction Settings
Auction Setup
Style Auction Page
View all 22
After the Auction
4
Winning Bid Email Notify
Auction Payment Processing
Can I Split an Auction Item Across Multiple Winners?
Winning Bid Text Notify
Mobile App
DV Connect
1
VP3300 Bluetooth Credit Card Swiper Device
Grid Functionality
Views
12
How to create a new View directly on a Grid
Creating a View with the View Builder
Editing a View
Renaming a View
Saving a View
View all 12
Quick Queries
3
Quick Queries
Clear a Quick Query
Dynamic Date Queries
Additional Features
4
How to Search a Grid
How to use the Filter Menu on a Grid
How to use the Sort Menu on a Grid
How to Apply an on Grid Filter
Text Messaging
Text Messaging
2
Incoming SMS Notifications
Reply to Incoming SMS Text Messages
