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 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:

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

General Information
Welcome to DonorView -
Glossary of Terms -
Module Overviews -

Page Models -

Settings & Users
Account Settings -
User Account Management -
Account Billing -
User Settings -

CRM Module
Setting up View -
CRM Constituent Grid
Individual Constituent Profile
Company Constituent Profile

Fundraising Module
Fundraising Gifts Grid
Entering a General Donation
Setting up a donation page 

Gifts Mail Merge Letter (Acknowledgements) -

Fundraising Goal Progress -

Sponsorships -

Grants -

Events and Auctions Modules
Event Management

Event Summary Grid -

Event Attendance Grid -

Single Day Event Setup -

Multi-Day Event Setup -

Event & Attendee Questions - 

Event Table Assignments -

Event Assignments - 

Silent and Live Auctions

Mobile App

Memberships and Peer to Peer Campaigns Modules
General Membership
Peer to Peer Fundraising

Emails & Texting Modules
Email Marketing
Email Editor
Direct Emails
Text-2-Give and Text Marketing

Email Marketing Best Practices

Surveys/Forms Module
Single Page Survey
Survey Form Question Logic
Survey Forms Results Review 

Volunteer Management
Volunteer Management -
Volunteer Event Set Up -