Tips, tricks, and how-tos for your donor database.
134 articles
Getting Started Checklist
FAQ: Admin AccountsYou probably aren’t running your whole organization alone – which means you’ll likely need to give other folks access into Donor Management.
How do I set up admin accounts in Donor Management?
How do I delete admin accounts in Donor Management?
How do I apply for direct deposit?
How do I apply for direct deposit using DirectLink?
How do I apply for direct deposit using ManualLink?
Understanding Contacts and Contact Records
How do I add a contact record for an individual?
How do I use 'Donor Management' to identify duplicate contact records?
How do I manually flag duplicate contact records?
How do I merge duplicate contact records?
How do I manage "mystery" contacts I do not remember adding?
How do I manage multiple contacts within a contact profile?
How do I create a group of contacts?
How do I add an individual contact to a group?
How do I add multiple contacts to a group?
How do I mark a contact as 'Deceased'?
How do I unsubscribe a contact from e-mail communications?
How do I remove contact records in bulk?
How do I manage individual contacts with multiple e-mail addresses?
How do I add a contact record for an organization?
How do I indicate memberships in 'Donor Management'?
How do I manage membership renewals in 'Donor Management'?
How do I add a donation record?When you get an offline donation, you can simply add the donation to your database.
How do I understand the difference between campaigns and designations?What's the difference between a campaign and a designation, and how can they help you organize your donations?
How do I add a campaign?
How do I add a designation?
How do I add a soft credit?
How do I set up my 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!
How do I identify tribute gifts?
FAQ: Soft CreditsCredit your donors for donations they directly or indirectly influenced.
Understanding Importing and Exporting Data
How do I decide what information belongs in Donor Management?
How do I know what each import field represents?
How do I choose the most common or relevant data fields?
How do I capture my information using custom fields?
How do I create merge tags?
How do I create custom questions?
How do I prepare my data for self-import?
How do I get assistance exporting historical data from former systems?
How do I import my data through the self-import tool?
How do I map my data for a self-import?
How do I export data from Donor Management?
How do I export data to report on households?
How do I avoid some of the most common self-importing errors?
How do I correct errors following a data self-import?
How do I locate previous imports and exports?
FAQ: Importing and Exporting Data
FAQ: Syncing data between Donor Management and other Fundraising Essentials tools
How do I send my files to the Import Team from 'Donor Management'?
Understanding Filtering and Reporting
How do I create a new filter?
How do I know what each filter field represents?
How do I build more complex filters?
How do I save a filter?
How do I know which type of filter I should use?
How do I use a recommended filter?
How do I use filters and groups?
How do I create a filter to specifically report on Bonterra Payments transactions?
How do I create a report on transactions made through Bonterra Payments?
How do I calculate my donor retention rate?
How do I report on memberships in 'Donor Management'?
How do I check a donation's acknowledgment status?
How do I mark an offline donation as "acknowledged"?
How do I send an acknowledgment via e-mail?
How do I create an acknowledgment via Direct Mail?
How do I send acknowledgments in bulk?
How do I create an E-mail Blast acknowledgment template?
How do I create a Direct Mail template?
How do I acknowledge a tribute gift?
How do I create an e-mail blast?
How do I build an 'Email Blasts' template?
How do I set up Email Blast Senders?
How do I build an effective e-mail blast?
How do I wrap text around images in an e-mail blast?
How can I resize an image in an e-mail blast?
How do I correct a mistake in an e-mail blast?
How do I resend an e-mail?
How do I maximize my E-mail Deliverability Rate?
How do I manage an e-mail that has "bounced"?
How do I share an e-mail blast with external recipients?
How do I read my e-mail metrics?
How do I track metrics from 'Email Blasts'?
How do I use metrics to re-target individual contacts?
How do I schedule or send off an e-mail blast?
How do I track external e-mail communications?
How do I authenticate my e-mail to comply with Anti-Spam requirements?
FAQ: Apple's Mail Privacy Program (MPP) Update
How do I find the 'Fundraising Email Gallery'?
How do I use the available filters in the 'Fundraising Email Gallery'?
How do I submit to the 'Fundraising Email Gallery' for consideration?
How do I build a 'Direct Mail' communication?
How do I create a letterhead for use with 'Direct Mail'?
How do I skip creating a mailing and only print out labels?
How do I properly align my mailing labels?
How do I send a bulk 'Direct Mail' communication?
How do I send 'Direct Mail' to a specific individual?