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 [email protected] 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.
DonorView Support Articles Library: https://support.donorview.com/support/solutions
DonorView Video Library: https://vimeo.com/showcase/donorview (Library and Videos password:DVOnDemand )
For a general overview of all the modules, we recommend starting with the Module Overview - 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
Account Management Articles - https://support.donorview.com/support/solutions/9000080733
User Management 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/b5e75d53ea
Account Billing - https://vimeo.com/855118617/2b7992c1cc
User Settings - https://vimeo.com/854737161/1e9ce73d90
QuickBooks Integration - https://vimeo.com/813187042/0d93403940
CRM Module Articles - https://support.donorview.com/support/solutions/9000080651
CRM Constituent Grid - https://vimeo.com/736601453/2d4b19ceeb
Individual Constituent Profile - https://vimeo.com/731825511/8b3d78c045
Company Constituent Profile - https://vimeo.com/731485979/a09d752f6e
Constituent Documents - https://vimeo.com/729692565/f8fbff7a6f
Constituent Interactions & Follow Ups - https://vimeo.com/728927722/f2cda06fe1
Constituent Relationships - https://vimeo.com/730086196/27c9f732d5
Constituent Time Tracking - https://vimeo.com/730375181/b0edf1d14d
Constituent Gifts Tab - https://vimeo.com/769454324/be33f26d51
Constituent Events Tab - https://vimeo.com/showcase/9571518/video/725267365
Constituent Membership Tab - https://vimeo.com/722678541/a1db88bf91
Constituent Engagement Tab - https://vimeo.com/851350132/20e742cdee
Constituent Email Marketing Tab - https://vimeo.com/727863993/642af25251
Constituent Survey/Forms Tab - https://vimeo.com/738704389/a6fdc3cbfe
Constituent Payment Options Tab - https://vimeo.com/851307936/4d92bc8822
Constituent Mail Merge Letters - https://vimeo.com/736515688/f61212d5c5
Automated Actions - https://vimeo.com/736188833/a97f1fcc63
Direct Emails - https://vimeo.com/751690128/8d842c60da
Background Check Overview - https://vimeo.com/1057860944/6a26d39d5b
QuickBooks Integration - https://vimeo.com/813187042/0d93403940
Gmail Integration - https://vimeo.com/985869753/8560c5532e
Fundraising Module Articles - https://support.donorview.com/support/solutions/9000074820
Fundraising Reports - https://support.donorview.com/en/support/solutions/articles/9000258780-fundraising-reports
Fundraising Gifts Grid - https://vimeo.com/845697140/e698423966
Donation Page Advanced Designer - https://vimeo.com/987235154/078317077f
Stacked Donation Widget Overview - https://vimeo.com/988349933/eb980d5a56
Progressive Donation Widget Overview - https://vimeo.com/985862324/cebb45ffbe
Donation Page Simple Designer - https://vimeo.com/768146562/15a2b74a0b
Entering a General Donation - https://vimeo.com/770830070/0d7aafea6b
Entering and Managing a Pledge - https://vimeo.com/846378072/4eeb670bcc
Entering an In-Kind Donation - https://vimeo.com/770827992/663f8edbfb
Entering a Stock Donation - https://vimeo.com/846352580/a6abc36218
Entering a Donation via a Donation Page - https://vimeo.com/846388257/609ad251b6
Gifts Mail Merge Letter (Acknowledgements) - https://vimeo.com/852445511/fcc0bd6c06
Pledges Grid & Constituent Pledge Tab - https://vimeo.com/852989122/f04fb2870c
Pledges Mail Merge Letter (Acknowledgments) - https://vimeo.com/853415392/a38c609d49
Fundraising Goal Progress - https://vimeo.com/764158934/034650bc79
Sponsorships - https://vimeo.com/850688116/fdfeda0782
Grants - https://vimeo.com/851009955/06f8d73d05
Refund Process - https://vimeo.com/609725387/5127a760a7
Tribute Notification - https://vimeo.com/616897160/d7c5f1ef36
EOY Statements - https://vimeo.com/307701005/7684e6f732
Moves Management - https://vimeo.com/646911269/6d6d16d41b
Advanced Analytics - https://vimeo.com/527763609/333b47f1cb
Double the Donation - https://vimeo.com/1069632280/24923f3eb2
Fundraising (Old User Interface) - https://vimeo.com/384045872
Events Module Articles - https://support.donorview.com/support/solutions/9000074823
Event Summary Grid - https://vimeo.com/735773292/a2775b4c3a
Events Detail Grid - https://vimeo.com/736213633/4644b47beb
Event Attendance Grid - https://vimeo.com/728826049/8dfe9b27d3
Single Day Event Setup - https://vimeo.com/736154790/28f017a613
Multi-Day Event Setup - https://vimeo.com/753837782/c18226349a
Event Level Search Options - https://vimeo.com/985864542/24557a806d
Event & Attendee Questions - https://vimeo.com/732471168/ab2a288419
Event Thank You Message - https://vimeo.com/747309989/73088ace2d
Events Calendar - https://vimeo.com/741949248/7a422a3201
Event Table Assignments - https://vimeo.com/741142781/7d79d8b591
Event Group Assignments - https://vimeo.com/735850438/5b93b0c7a7
Event Mail Merge Letters - https://vimeo.com/728823692/72dad4ab6a
Event Cancellations - https://vimeo.com/1070347752/ddc4a71f59
Event Auto Reminders - https://vimeo.com/722260141/aa62e84e84
Event Expenses - https://vimeo.com/727422904/e9381cf185
Event Gift Cards & Subscriptions - https://vimeo.com/527277194/616a7f663f
Constituent Events Tab - https://vimeo.com/725267365/1641cd2d08
Event Management (Old User Interface) - https://vimeo.com/196866673
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
Mobile App Articles - https://support.donorview.com/support/solutions/9000117840
Mobile App - iPad: https://vimeo.com/738265241/450ca22c8a
New Swiper - https://vimeo.com/1024079232/ec89adabb3
Auctions Module Articles - https://support.donorview.com/support/solutions/9000114520
Auctions - https://vimeo.com/439042880/7b9664929d
Auction Events - https://vimeo.com/758810143/81a48565e8
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
Membership Summary Grid - https://vimeo.com/845699139/15b464ecef
Membership Detail Grid - https://vimeo.com/845699674/9ef6643021
Online Membership Form Set-up - https://vimeo.com/856454132/e6deac3d49
Internal Membership Entry - https://vimeo.com/752130340/5703774a41
Pro-Rated Memberships - https://vimeo.com/743495749/30f7d26ea8
Member Mail Merge Letters - https://vimeo.com/720711830/fc96d5a156
Member Attendance - https://vimeo.com/720372559/8d4f928b05
Member Auto Reminder - https://vimeo.com/719969875/662f1b3439
Member Only Documents - https://vimeo.com/720385437/4d16f4aac4
Membership Directory - https://vimeo.com/722708194/ae52208589
Member Profile Widgets - https://vimeo.com/1070377425/cefc11061d
Member Profile Pages - https://vimeo.com/1070454908/abee3b51f7
Constituent Membership Tab - https://vimeo.com/722678541/a1db88bf91
General Membership (Old User Interface) - https://vimeo.com/197199626
Peer to Peer Fundraising - https://vimeo.com/197190005/45f2587426
Peer to Peer Event - https://vimeo.com/763864527/4ab179c72a
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
Direct Emails - https://vimeo.com/751690128/8d842c60da
Email Marketing - https://vimeo.com/196891123/7c866a2df0
Email Marketing Contacts - https://vimeo.com/725352439/e4a815c92e
Email Template Editor - https://vimeo.com/359513863/4944fa1c4a
Email Marketing Campaign - https://vimeo.com/728170284/a5b3ef2353
Email Marketing Overview Pages - https://vimeo.com/725750677/b542793a4a
Email Marketing Auto Responder - https://vimeo.com/727829547/fd1ad3af64
Constituent Email Marketing Tab - https://vimeo.com/727863993/642af25251
TEXT2Give and Text Marketing - https://vimeo.com/200014866/3ebe518ed9
Email Marketing Best Practices https://support.donorview.com/support/solutions/articles/9000230441-email-marketing-best-practices
Survey/Forms Module Articles - https://support.donorview.com/support/solutions/9000074831
Single Page Survey/Form Setup - https://vimeo.com/742781980/46f69b49be
Internal Survey/Forms - https://vimeo.com/738394627/a817d6de65
Survey/Forms Question Logic - https://vimeo.com/739715229/a20b8518a0
Survey/Forms Distribution Through Email - https://vimeo.com/739698117/e9bc03db9c
Survey/Forms Feedback Poll - https://vimeo.com/740854831/8a437e4934
Survey Results – https://vimeo.com/1069994071/d83dde0a0b
Survey/Forms Review + Results - https://vimeo.com/740420797/5c5cab17be
Surveys/Forms - https://vimeo.com/197185273
Constituent Survey/Forms Tab - https://vimeo.com/738704389/a6fdc3cbfe
Volunteer Management - https://vimeo.com/463910317/9c2cfa3258
Volunteer Event Set Up - https://vimeo.com/752550538/62b75b2ba5
Youth Membership
Youth Membership Module Articles - https://support.donorview.com/support/solutions/9000074829
Youth Memberships - https://vimeo.com/527928541/7de54623e2
Donor Portal
Donor Portal Articles - https://support.donorview.com/support/solutions/9000118570
Portal Features - https://vimeo.com/859019983/d5b2c798cb
Constituent/Donor Portal - https://vimeo.com/197283655/e26186c271