Tips, tricks, and how-tos for your donor database.
56 articles
Getting Started ChecklistYou've got the tools...but where to begin?
Admin Accounts - FAQYou probably aren’t running your whole organization alone – which means you’ll likely need to give other folks access into Donor Management.
Setting Your Fiscal Year in Donor ManagementDo you want your donor management system to reflect your fiscal year instead of the calendar year? We can do that for you!
Adding your Tasks to an External CalendarSee your tasks in the calendar that you use everyday
Acknowledging Your DonorsWant a thriving donor base? It's essential to show every donor love by acknowledging each gift.
Creating Communication Templates: Email Blasts, Direct Mail, & AcknowledgementsThere are so many ways to communicate with your donors and potential donor base. Create templates to ensure swift, easy communication
Syncing Donor Management and Fundraising Pages DataHow Donor Management and Fundraising Pages Sync Donation Data
Filtering 101Use filters to find exactly the records you want.
Best Practices for Managing Contact Records in Donor Management
Best Practices - Managing Relationships Between Contact Records
Migrating Existing Recurring Donors to Your Bonterra Giving Pages
Adding a Contact Record
Finding and Managing Duplicate Contact Records
Creating a Group of Contacts
Households - FAQ
Glossary of Filter Terms
Understanding and Calculating "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?
Using Groups vs. Using Filters
Apple's Mail Privacy Program (MPP) Update - FAQLearn more about Apple's new Mail Privacy Program (MPP), and the effect it has on the communications you send through the DMS.
Email Deliverability - FAQ
Tracking Metrics from Email Blasts
Using the Fundraising Email GalleryView these frequently asked questions about the Fundraising Email Gallery.
Building and Sending an Email Blast
Sending Bulk AcknowledgementsWe all get a little behind...let's catch up by sending out a ton of acknowledgements at once.
Advanced Email Blasts - FAQ
Updated Email Anti-Spam Requirements for 2024 - FAQ
How to Review Donation Information for Your Monthly Disbursement
Syncing Transactions to QuickBooks Online
Enabling Your Own "From" Email Address on Email BlastsAn extra personal touch for your automated emails.
Tracking External Email CommunicationKeep all your communication with a contact close at hand!
Creating Complex FiltersHow to use filters to create segments of contacts
Soft Credits 101Credit your donors for donations they directly or indirectly influenced.
Enabling the QuickBooks Online Integration with Donor Management
Troubleshooting the QuickBooks Online Integration
Preparing for Your 2024 Looking Forward Campaign
Looking Forward in 2024: Engagement Plan - FAQ
Donor Engagement Plans - FAQ
Creating a Mailing List Sign-Up FormCreate an embeddable mailing list sign-up form to feed new contacts right into your database to send newsletters - and more!
Adding an Image to a Form
Building Forms in Donor ManagementBuild custom forms to collect the information you need: mailing list sign-up, RSVPs to free events, volunteer info & more!
Using ReCAPTCHA on FormsWondering how to add or remove reCAPTCHA on your forms? This article is for you.
Form "Field Type" DefinitionsWhich field do I use on my form? This article has the answers!
Personal Video Messages - Examples and Scripts
Sending Personal Video Messages - FAQMake your supporters feel special with personal videos that take moments to create.
Sending Video AcknowledgementsMake 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.