Donor Management

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

Peter Hart avatar Liz Ragland avatar Elicia Potter avatar +3
89 articles in this collection
Written by Peter Hart, Liz Ragland, Elicia Potter and 3 others

OpenForGood Mid-Year Engagement Plan 2021

Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Subscription Giving in 2021 Engagement Plan FAQ

Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Preparing for your 2021 Subscription Giving Campaign

Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Preparing for Your 2021 Looking Forward Campaign

Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Transactions not syncing to QuickBooks Online?

Check out this article for some quick tips if your transactions are not syncing from your Donor Management System to QuickBooks Online
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Add tasks to your calendar

See your tasks in the calendar that you use everyday
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

5 Tips for a Lapsed Donor Campaign

Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

FAQs for #GivingTuesdayNow Email Engagement Plan

Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Using Groups vs. Saved Filters

Unsure when to use a group versus a saved filter? Check out our best practices in this article!
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Creating a Group from a Guest List

Best practices for importing your event's guest list into Donor Management to communicate with event attendees!
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

How to Review Donation Information for Your Monthly Disbursement

Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Glossary of Filter Terms

To help you navigate the filters available to you
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Sending video acknowledgements to your donors

Make your donors feel appreciated like never before. We'll show you how to send your donors a video thank-you after you receive a donation.
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Syncing transactions to QuickBooks Online

Now that you have connected your Donor Management System to your QuickBooks Online account, let's start syncing transactions.
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Setting up the QuickBooks Online integration

Ready to sync transactions from your Network for Good Donor Management System to your QuickBooks Online account? Let's go!
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Understanding Your Donor Retention Rate

Your donor retention rate is one good indicator of the health of your organization. But what is it, really? And what should I do with it?
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

About the QuickBooks Online integration

Learn how your Network for Good Donor Management System integrates with your QuickBooks Online account.
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Preparing for your Mid-Year Campaign

Peter Hart avatar
Written by Peter Hart
Updated over a week ago

Multiple email addresses for individual contacts

Primary, secondary and work email addresses - oh my! We'll show you how these work when sending email blasts, merging contacts and more.
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

What happens when someone responds to my text message?

A reply to a text message prompts an unsubscribe or the message to be sent to your email inbox
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Send email blasts beyond the inbox

How to share email content on your website, social media, or via text
Peter Hart avatar
Written by Peter Hart
Updated over a week ago

How do I connect members of the same household in my donor management system?

Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Tips for sending #GivingTuesday emails and text messages

Here are some important tips for making sure your supporters know about #GivingTuesday and are ready to participate.
Peter Hart avatar
Written by Peter Hart
Updated over a week ago
Donor Management Basics

Looking Forward in 2021 Engagement Plan FAQ

Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Upcoming & Recorded Webinars

Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

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.
Lexi Wentworth avatar
Written by Lexi Wentworth
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
Lexi Wentworth avatar
Written by Lexi Wentworth
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!
Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago
Managing Your Contacts

How to Migrate Recurring, Subscription Donors to Network for Good

Learn how to set up recurring, or subscription, donors in your software without losing any recurring revenue in the process.
Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Add a Contact

If you collect contact details offline, it's easy to add that information manually.
Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

How to Merge Duplicates

Seeing double? Keep your database nice and clean by merging duplicates that have been flagged for you. [ARTICLE & VIDEO]
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Manually Flag Contacts as Potential Duplicates

Found two contacts that were not flagged as duplicates? Help keep your database clean by manually flagging and merging! [VIDEO & ARTICLE}
Morgan Smith avatar
Written by Morgan Smith
Updated over a week ago

Create a Group

Creating a group is a simple way to track and measure specifics groups of donors and prospects.
Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Add Multiple People to a Group or Campaign at Once

Using the self importer, you can mass assign contacts to a group or a campaign in the donor management system. [VIDEO]
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Marking Donors as Deceased

Morgan Smith avatar
Written by Morgan Smith
Updated over a week ago

Create a Custom Field in Your Donor Management System

How to create a custom field in donor management to track and group donors and prospects based upon unique information.
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago

Smart Segmentation

How to find specific donors using Groups, Custom Fields, and Filters.
Liz Ragland avatar
Written by Liz Ragland
Updated over a week ago
Email Communications

How to Resend Your Email Blast to Non-Openers

Easily resend an email blast to recipients that didn't open it the first time using your donor management system.
Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Track Donations from your Email Blasts

Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Fundraising Email Gallery FAQ

View these frequently asked questions about the Fundraising Email Gallery.
Lexi Wentworth avatar
Written by Lexi Wentworth
Updated over a week ago

Sending Email Blasts

Leverage your database to send the right message to the right person.
Lexi Wentworth avatar
Written by Lexi Wentworth
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.
Lexi Wentworth avatar
Written by Lexi Wentworth
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.
Lexi Wentworth avatar
Written by Lexi Wentworth
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.
Kellie Biesecker avatar
Written by Kellie Biesecker
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