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 (The library and videos use the same password: DV0217)


General Information
Welcome to DonorView - https://vimeo.com/912569881
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


Settings & Users
Account Settings - https://vimeo.com/showcase/9571518/video/854765011
User Account Management - https://vimeo.com/showcase/9571518/video/855057481
Account Billing - https://vimeo.com/showcase/9571518/video/855118617
User Settings - https://vimeo.com/showcase/9571518/video/854737161

CRM Module
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

Fundraising Module
Fundraising https://vimeo.com/showcase/9571518/video/384045872
Fundraising Gifts Grid https://vimeo.com/showcase/9571518/video/845697140
Entering a General Donation https://vimeo.com/showcase/9571518/video/770830070
Setting up a donation page https://vimeo.com/768146562 

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

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

Sponsorships - https://vimeo.com/850688116

Grants - https://vimeo.com/851009955


Events and Auctions Modules
Event Management https://vimeo.com/showcase/9571518/video/196866673

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

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

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

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

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

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

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

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

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


Memberships and Peer to Peer Campaigns Modules
General Membership https://vimeo.com/showcase/9571518/video/197199626
Peer to Peer Fundraising https://vimeo.com/showcase/9571518/video/197190005

Emails & Texting Modules
Email Marketing https://vimeo.com/showcase/9571518/video/196891123
Email Editor https://vimeo.com/showcase/9571518/video/359513863
Direct Emails https://vimeo.com/showcase/9571518/video/751690128
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
Single Page Survey https://vimeo.com/showcase/9571518/video/742781980
Survey Form Question Logic https://vimeo.com/showcase/9571518/video/739715229
Survey Forms Results Review https://vimeo.com/showcase/9571518/video/740420797 

Volunteer Management
Volunteer Management - https://vimeo.com/showcase/9571518/video/463910317
Volunteer Event Set Up - https://vimeo.com/showcase/9571518/video/752550538