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


General Information
Welcome to DonorView - https://vimeo.com/912569881/1872bc1643
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

Grids, Dashboards & Software Functionality: https://support.donorview.com/support/solutions/9000118258


Settings & Users

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

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

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

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

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

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


Memberships Module
Membership Module Articles - https://support.donorview.com/support/solutions/9000113764

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 Module
Peer to Peer Module Articles - https://support.donorview.com/support/solutions/9000074828

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


Emails & Texting Modules
Email Marketing Module Articles - https://support.donorview.com/support/solutions/9000074830

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


Surveys/Forms Module

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
Volunteer Module Articles - https://support.donorview.com/support/solutions/9000118509

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