Donor Management

Tips, tricks, and how-tos for your donor database.

Liz Ragland avatar Trey Reddick avatar Peter Hart avatar +3
59 articles in this collection
Written by Liz Ragland, Trey Reddick, Peter Hart and 3 others
Donor Management Basics

Getting Started Checklist

You've got the tools...but where to begin?
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Waiting on Your Import? Here's What You Can Do in the Meantime!

Learn about all the available tools you can begin customizing to save time before your import is finished.
Trey Reddick avatar
Written by Trey Reddick
Updated over a week ago

VIDEO: Dashboard Overview

The Donor Management dashboard keeps the most important fundraising and marketing information close at hand.
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Creating Communication Templates: Email Blasts, Direct Mail, & Acknowledgements

There are so many ways to communicate with your donors and potential donor base. Create templates to ensure swift, easy communication
Trey Reddick avatar
Written by Trey Reddick
Updated over a week ago

Donor Management Sync FAQ

How Donor Management and Fundraising Pages Sync Donation Data
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Pulling a Report: Filters 101

Use filters to find exactly the records you want. Exporting them to a spreadsheet format is easy.
Morgan Smith avatar
Written by Morgan Smith
Updated over a week ago

Sending Acknowledgements

Want a thriving donor base? It's essential to show every donor love by acknowledging each gift.
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Setup your fiscal year in donor management

Do you want your donor management system to reflect your fiscal year instead of the calendar year? We can do that for you!
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Using Custom Fields to Personalize Communications and Drive Donations

Improve your reporting, personalize your system, and target your donor's more efficiently!
Trey Reddick avatar
Written by Trey Reddick
Updated over a week ago
Email Communications

Sending Email Blasts

Leverage your database to send the right message to the right person.
Trey Reddick avatar
Written by Trey Reddick
Updated over a week ago

Intro: Advanced Email Editor: Parts 1-4

Having trouble navigating the "content", "rows", and "settings" sections? Check out these short videos for tips! [VIDEOS]
Morgan Smith avatar
Written by Morgan Smith
Updated over a week ago

Tips for making your email blast look great in Outlook

Having issues getting your email to display properly in Outlook? Don't worry, we're here to help!
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Adjust the Size of an Image

Make your emails picture-perfect! Here's how to adjust the size of an image in an email blast.
Trey Reddick avatar
Written by Trey Reddick
Updated over a week ago

Adding and Editing Images in the Advanced Email Editor

Tips on how to use photos in the Advanced Email Editor. [VIDEOS]
Morgan Smith avatar
Written by Morgan Smith
Updated over a week ago

Email and Direct Mail Personalization

How to add Merge Fields to personalize Email Blasts, Direct Mail, and Acknowledgments.
Trey Reddick avatar
Written by Trey Reddick
Updated over a week ago

Email Marketing 101

A little strategy can go a long way - here are 3 tips to help your emails shine.
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Analyzing your Email Blast Results

You sent your eblast, but who paid attention?
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Add videos from YouTube or Vimeo to your email blasts

Emails that have videos not only get a higher open rate but have an increase in engagement. Learn how to add videos to your email blasts.
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Send Bulk Acknowledgements

We all get a little behind...let's catch up by sending out a ton of acknowledgements at once.
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

How to Smartly Segment Your Email List to Hit Donors' Inboxes a Second Time

[VIDEO & ARTICLE]
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

How do I wrap text around images in the advanced email designer?

Customizing the layout of your email is important. Ensuring your email is mobile responsive is too. Let us show you how to accomplish both!
Peter Hart avatar
Written by Peter Hart
Updated over a week ago