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 (Library and Videos password: DV0217)
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 - https://support.donorview.com/support/solutions/9000118258
Account Settings - https://vimeo.com/740724997
Account User Management - https://vimeo.com/855057481
Account Billing - https://vimeo.com/855118617
User Settings - https://vimeo.com/854737161
Additional Payment Methods - https://vimeo.com/740724997
QuickBooks Integration - https://vimeo.com/813187042
Constituent Documents - https://vimeo.com/729692565
Constituent Interactions & Follow Ups - https://vimeo.com/728927722
Constituent Relationships - https://vimeo.com/730086196
Constituent Time Tracking - https://vimeo.com/730375181
Constituent Mail Merge Letters - https://vimeo.com/736515688
Automated Actions - https://vimeo.com/736188833
Outlook Integration - https://vimeo.com/showcase/9571518/video/988351233
Gmail Integration - https://vimeo.com/showcase/9571518/video/985869753
Fundraising Gifts Grid - https://vimeo.com/845697140
Donation Page Advanced Designer - https://vimeo.com/showcase/9571518/video/987235154
Stacked Donation Widget Overview - https://vimeo.com/showcase/9571518/video/988349933
Progressive Donation Widget Overview - https://vimeo.com/showcase/9571518/video/985862324
Donation Page Simple Designer - https://vimeo.com/768146562
Entering a General Donation - https://vimeo.com/770830070
Entering and Managing a Pledge - https://vimeo.com/846378072
Entering an In-Kind Donation - https://vimeo.com/770827992
Entering a Stock Donation - https://vimeo.com/846352580
Entering a Donation via a Donation Page - https://vimeo.com/846388257
Gifts Mail Merge Letter (Acknowledgements) - https://vimeo.com/852445511
Pledges Grid & Constituent Pledge Tab - https://vimeo.com/852989122
Pledges Mail Merge Letter (Acknowledgments) - https://vimeo.com/853415392
Fundraising Goal Progress - https://vimeo.com/764158934
Sponsorships - https://vimeo.com/850688116
Grants - https://vimeo.com/851009955
Refund Process - https://vimeo.com/609725387
Tribute Notification - https://vimeo.com/616897160
EOY Statements - https://vimeo.com/307701005
Moves Management - https://vimeo.com/646911269
Fundraising (Old User Interface) - https://vimeo.com/384045872
Event Summary Grid - https://vimeo.com/735773292
Events Detail Grid - https://vimeo.com/736213633
Event Attendance Grid - https://vimeo.com/728826049
Single Day Event Setup - https://vimeo.com/736154790
Multi-Day Event Setup - https://vimeo.com/753837782
Event Level Search Options - https://vimeo.com/showcase/9571518/video/985864542
Event & Attendee Questions - https://vimeo.com/732471168
Event Calendar - https://vimeo.com/741949248
Event Table Assignments - https://vimeo.com/741142781
Event Assignments - https://vimeo.com/735850438
Event Mail Merge Letters - https://vimeo.com/728823692
Event Auto Reminders - https://vimeo.com/722260141
Event Expenses - https://vimeo.com/727422904
Mobile App - https://vimeo.com/showcase/9571518/video/738265241
Live Event Frequently Asked Questions - https://support.donorview.com/en/support/solutions/articles/9000236917-live-event-frequently-asked-questions
Silent and Live Auctions - https://vimeo.com/showcase/9571518/video/439042880
Auction Events - https://vimeo.com/758810143
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
Membership Detail Grid - https://vimeo.com/845699674
Online Membership Form Set-up - https://vimeo.com/856454132
Internal Membership Entry - https://vimeo.com/752130340
Member Mail Merge Letters - https://vimeo.com/720711830
Member Attendance - https://vimeo.com/720372559
Member Auto Reminder - https://vimeo.com/719969875
Member Only Documents - https://vimeo.com/720385437
Membership Directory - https://vimeo.com/722708194
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
Email Marketing Best Practices https://support.donorview.com/support/solutions/articles/9000230441-email-marketing-best-practices
Single Page Survey/Form Setup - https://vimeo.com/742781980
Internal Survey/Forms - https://vimeo.com/738394627
Survey/Forms Question Logic - https://vimeo.com/739715229
Survey/Forms Distribution Through Email - https://vimeo.com/739698117
Survey/Forms Feedback Poll - https://vimeo.com/740854831
Survey/Forms Review + Results - https://vimeo.com/740420797
Surveys/Forms - https://vimeo.com/197185273
Youth Membership
Youth Memberships - https://vimeo.com/527928541