Implementation & Data Conversion 7

• Frequently Asked Questions about the Implementation Process
• Tips for Data Conversion
• Glossary of Terms Used in DonorView
• Constituents Grid Data Fields
• Gifts Grid Data Fields

View all 7

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

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

Other Services 1

• NCOA Address Update

Account Settings 8

• How do I manage my account settings?
• What is the Account Settings page for?
• How do I add or change my logo?
• How do I remove the logo I currently have?
• How does the software determine if a Constituent already exists?

View all 8

Bank Information 1

• Sub-merchant Overview & Bank Account Setup

Billing 3

• What information is available on the Billing page?
• Where can I view my weekly transaction statements?
• What is a charge back fee?

Saved Cards 1

• Where can I find a list of all the credit cards saved for constituents?

Refund Status 1

• Where can I find the status of credit card charges that are being refunded?

Manage DV Users 11

• How do I invite a user?
• User Rights Overview and Access Levels
• How will I know when the invited user has confirmed and is active on DonorView?
• How can I edit, delete, or suspend a user?
• What is the difference between users with admin access and users without admin access?

View all 11

User Settings 8

• What is the User Settings page?
• What is my username and how do I change it?
• How do I change my login ID?
• Can I change my login ID again if I want to?
• How do I change my password?

View all 8

Grid Features 9

• View and Quick Queries Side Bar
• 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 a Filter to a Column

View all 9

Views 13

• Why am I prompted to Create a Default View?
• Creating a View with the View Builder
• How to create a new View directly on a Grid
• Editing a View
• Renaming a View

View all 13

Quick Queries 3

• Quick Queries
• Clear a Quick Query
• Dynamic Date Queries

Actions Overview 15

• What can you do with the Actions menu?
• How do I create an email list that includes all constituents?
• How do I update an Email List?
• How do I export all addresses?
• How do I export all emails?

View all 15

Batch Updates 6

• What is a Batch Update from the Actions menu?
• Batch Update Records - Constituent
• Batch Update Records - Gifts
• Batch Update Records - Interactions
• Batch Update Records - Documents

View all 6

Dashboards 5

• How do I create and edit my personal dashboard?
• Can I customize the graphics shown on the dashboards?
• How do I print the dashboards?
• How can I set a homepage?
• Can I create favorite shortcuts for the workspace?

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

Other Software Functions 6

• Sharing DonorView Pages and Links
• How do I manage picklists or dropdown lists?
• What is a merge field?
• Why do the merge fields for amounts have four decimal places?
• How do I create a report?

View all 6

Constituents Grid 15

• What is a Constituent?
• What is the Constituents page?
• How do I find the Constituents page?
• How can I search for a specific constituent?
• Can I export constituent information?

View all 15

Managing Constituent Records 7

• How do I add new constituent?
• What is the difference between the Full & Quick tabs on the profile?
• What is the difference between a contact and a company?
• Can I merge two constituent records together?
• What information can I transfer between two constituent records?

View all 7

Constituent Profiles 34

• 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 34

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

CRM – Interactions 12

• 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 12

My Follow Ups 3

• What is the My Follow Ups tab?
• How do I find the My Follow Ups page?
• Can I have DonorView email our users when their follow up is due?

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 - Time Tracking 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?

Mail Merge CRM Templates 1

• Sample Mail Merge CRM Template Letters

Wealth Profiles 3

• What are Wealth Profiles?
• Running Wealth Profiles in DonorView
• How can I activate Wealth Profiles?

Automated Actions 3

• Internal Notification from Event Check In
• Send Internal Text Notification
• Automated Action Triggers

Outlook/Gmail Integration 5

• Connecting your Gmail Account to DonorView
• Connected your Outlook Email Account to DonorView
• Blocking Domains and Specific Email Addresses from Syncing
• How to Sync Gmail Communication into DonorView
• How to sync Outlook Communication into DonorView

Basic Gift Information 24

• What is a gift?
• What are the gift types?
• What is the Gifts Grid?
• How do I add a donation or general gift?
• How do I find the Gifts Grid?

View all 24

Creating Online Donation Pages 23

• Using the Advanced Donation Page Designer
• What are the steps to set up an Advanced donation page?
• What are the steps to set up an Simple donation page?
• Can I change the way the online donation form looks?
• Can I add my logo to the online donation form?

View all 23

Managing Online Donations 16

• Will I be notified when a new online donation is made?
• Can a donor make a recurring donation?
• Does the online donation get recorded into DonorView automatically?
• What happens if the donor does not exist in my DonorView account yet?
• What are the required fields that a donor will have to fill out?

View all 16

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 21

• 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 21

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 10

• What is a Sponsorship?
• How do I create a Sponsorship?
• Can I delete a sponsorship?
• How do I assign Tasks for Sponsorship Follow Ups
• How can I update Sponsorship Follow Ups?

View all 10

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 13

• 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 13

Goal Progress 1

• Can I have a stand alone Fundraising Graphic?

General Event Information 3

• Events Overview
• Event Management Outline & Checklist
• Live Event Frequently Asked Questions

Creating and Editing Events - Event Pages 64

• How do I create a new Event?
• Can I copy an existing event?
• How do I edit an existing event?
• What is the Event Acknowledgement tab used for?
• What is the Event Settings tab for?

View all 64

Events Grid & Purchases 22

• Where can I see the people that have registered for the event?
• What is the difference between the Detail and Summary Event Grids?
• How do I purchase tickets on behalf of a constituent?
• Can I see event registrants on my Constituent grid?
• Do I see ticket sales on my Gifts Grid?

View all 22

Event Attendance Grid 14

• Event Attendance Overview
• Can I save the view for the Event Attendance grid?
• Can I check in each individual ticket?
• Is there a mobile Event Attendance App?
• Can I change an attendee name or the name on a ticket?

View all 14

Managing Events 17

• Why are duplicate records formed when someone is registering for the event?
• Do I have to merge duplicate constituent records at the event?
• What is the difference between the mobile app, portal, and browser platforms?
• Can I set up temporary DonorView users to help with an event?
• How do I check a guest in for an event?

View all 17

Event Assignments 6

• 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?

View all 6

Table Assignments 9

• Table Assignments Overview
• How do I view table 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?

View all 9

Event Scheduler 0

Mail Merge Event Templates 2

• Sample Mail Merge Event Templates
• How do I create an mail event merge template?

Event Auto Reminders 0

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?

Overview & Setup 19

• P2P Guide and Checklist
• FAQs for Peer-to-Peer Campaigns
• What is Peer-to-Peer Fundraising?
• What are the benefits of using a P2P campaign instead of sharing a donation page link?
• Peer-to-Peer Overview

View all 19

P2P - Event Pages 4

• What if I have event levels that don’t need to create portal fundraising pages, like sponsorships?
• What if some people don't want to fundraise, but want to participate in the event?
• What if there are kids participating in the event and we don’t need to get their contact information?
• Do I have to link the event to the P2P campaign?

Supporting P2P Fundraisers 20

• How do participants sign up?
• Are there instructions for fundraisers to set up their pages?
• What can a participant do on their fundraising page?
• Where is the URL for the Fundraising Page?
• Where can the participant place their fundraising page URL?

View all 20

P2P Dashboard 8

• 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?

View all 8

Milestones & Badges 2

• What are the benefits of milestones and badges?
• What kind of milestones can I create for my P2P campaign?

CRM Module - Volunteer Features 4

• Adding volunteer constituent categories
• How to manually record volunteer time
• Volunteer information on the Constituent grid
• CRM Module Time Tracking Grid

Volunteer Events 3

• Creating a single-day volunteer event
• Creating recurring or multi-day volunteer events
• Can volunteers change or edit the shifts they sign up for?

Volunteer Module 8

• Volunteer Module Overview
• Volunteer Applications
• Volunteer Time Tracking Grids
• Can volunteer time be edited?
• Can volunteer time be deleted?

View all 8

Basic General Membership Information 14

• 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 14

Membership Page Setup 17

• What is the Membership Pages Grid?
• Membership Page Overview
• Membership Acknowledgement Info Tab
• Membership Settings Tab
• Membership Setup Tab

View all 17

Membership Grid and Purchases 28

• How can I use the Memberships grid?
• What is the difference between the Summary and Details Views on the Memberships grid?
• 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 Gifts grid?

View all 28

Membership Attendance 2

• What can I do on the Membership Attendance grid?
• What can I do on the Membership Attendance History grid?

Mail Merge General Membership Templates 2

• Sample Mail Merge General Membership Letters
• What can I do on the Mail Merge GM Templates page?

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 2

• Member Only Documents
• Member Only Document Statistics

Membership Directory & Emblems 3

• Can member's category and committee subscriptions be shown on the directory?
• Global Membership Directory
• Membership Emblems

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 6

• 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?
• How do I see the Attendance History?

View all 6

Parent Portal 0

BGCA Submission 0

Overview 23

• Auction Event Guide and Checklist
• FAQs for an Auction-Event
• Auction Acknowledgement Info
• Auction Settings
• Auction Setup

View all 23

Online Auctions 34

• How do I collect credit cards prior to the auction-event?
• How do I add a credit card to a bidder's record?
• Are portal accounts for the auction created automatically?
• Can bidders sign up before the online auction starts?
• How do bidders sign up for the online auction at the event?

View all 34

Auction Add-ons 8

• What are auction Add-Ons?
• How do I record an Add-On?
• How can I record paddle raise donations using an auction page?
• Are credit cards required for auction Add-ons?
• How do I increase or edit the Add-on quantity?

View all 8

Traditional Paper Silent Auction 2

• Can the software create paper bid sheets?
• How do I record traditional paper silent auction bids?

Live Auctions 4

• Can live auction items be shown online, but not allow online bids?
• Can I have a mix of live and silent auction items on the same page?
• How do I record the winner for a live auction item?
• Can a live auction item be sold multiple times?

Auction Reporting & Checkout 16

• Winning Bid Email Notify
• Auction Payment Processing
• Winning Bid Text Notify
• Can I Split an Auction Item Across Multiple Winners?
• What credit cards are accepted by DonorView?

View all 16

List & Contact Management 30

• 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 Email Marketing; do I have to take care of duplicates before importing?

View all 30

Overview Page 2

• What is the Overview Page for?
• How do I get to the Overview page?

Overview Page – Snapshot Tab 3

• 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?

Overview Page – Email Delivery Tab 11

• 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 11

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 – Monetization Tab 1

• What is the Monetization tab on the Overview page for?

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)?

Email Template Editor 27

• 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 27

Email Marketing Campaigns 26

• 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 26

Email Marketing Auto Responders 0

Surveys - General 5

• 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?

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 3

• 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?

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 68

• 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 tab?
• Can I allow recipients to take this survey more than once?

View all 68

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

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? - Views Library (LYBUNT)
• Top Donors Report - View Library

Menu Items 1

• How I do print/create a PDF for a Thank You email?

Text Messaging 3

• Incoming SMS Notifications
• Reply to Incoming SMS Text Messages
• Text Messages not Sent or Undeliverable

Managing the Donor Portal 8

• Where can I find the link/URL to my Donor Portal?
• Can I turn off the Donor Portal?
• What is the difference between the Basic and Advanced Portal?
• Can I disable the time tracking function on the Donor Portal?
• What settings can I change on the Donor Portal?

View all 8

Manage Portal Users 12

• Can I see who has a Portal account?
• How do I invite constituents to sign up for the portal?
• Can I reset a Portal Users password?
• Can I change a Portal Users status?
• How do I Manage Portal Users?

View all 12

Portal Features 12

• Portal Features for Donations
• Portal Features for Pledges
• Portal Features for Events
• Portal Features for Memberships
• Portal Features for the Membership Directory

View all 12

DV Connect 8

• What is the DV Connect App?
• VP3300 Bluetooth Credit Card Swiper Device
• VP3300Mobile Bluetooth Swiper Documentation
• Do the credit card swipers work with the desktop version of DonorView?
• Can I use a different swiper than the ones provided by DonorView?

View all 8

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

Training 8

• I'm a new user, how can I learn more about DonorView?
• What training options are available with my subscription?
• How do I sign up for the live weekly webinars?
• Are the weekly webinars available on demand?
• Is private training available?

View all 8

Helpful Articles 4

• Using Automated Actions for Donor Engagement & Moves Management
• Sponsorship Management Features to Help Build Long Term Relationships
• Using DonorView in your Strategic Planning Process
• Using DonorView in Your Annual Planning Process