You can now send personalized thank you videos to donors from Donor Management! Simply click the drop down for acknowledgements next to the donation on the giving page in Donor Management and you’ll see a new option to send a video. Go check it out! Note: You must have a mobile device with a working camera and customers receiving videos must have an email address or mobile number in the system. Thank you to all the customers who beta tested this feature for us!

We now have an integration between Donor Management System and QuickBooks Online. We know this is a busy time of year so we understand you may want to hold off until January to setup this integration.

Using the integration gives you a super-fast way to get all of those December donations into QuickBooks Online! Here is a quick article that explains how the integration works so that you can review the integration or share the details with your bookkeeper in the meantime.

The year-end engagement plan is a set of tasks and email templates that makes it easy to get all your year-end emails created and scheduled so you can engage even more donors during the busy giving season.

If you've never done full-blown year-end email campaign before, this takes out all the guesswork. To launch the plan, click the green banner at the top of your Donor Management dashboard. If you don’t see the banner, or have any other questions about using the plan, read our FAQs.

Were you previously using MailChimp for email communication and you’re ready to import these names and email addresses into your Donor Management System? You can now import supporters’ names into your Donor Management System using a contacts export from your MailChimp account without making any formatting changes to the spreadsheet.