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Donor Management
Tips, tricks, and how-tos for your donor database.
Getting Started Checklist
Admin Accounts - FAQ
VIDEO: Dashboard Overview
Setup your fiscal year in donor management
Add tasks to your calendar
Upcoming & Recorded Webinars
Waiting on Your Import? Here's What You Can Do in the Meantime!
Pulling a Report: Filters 101
Glossary of Filter Terms
Sending Acknowledgements
Creating Communication Templates: Email Blasts, Direct Mail, & Acknowledgements
Using Custom Fields to Personalize Communications and Drive Donations
Donor Management Sync FAQ
Best Practices – Adding and Tracking Relationships within Households
How to Migrate Recurring, Subscription Donors to Network for Good
Why Are There Contacts I Don't Recognize in Donor Management?
Add a Contact
How to Merge Duplicates
Manually Flag Contacts as Potential Duplicates
Create a Group
Add Multiple People to a Group or Campaign at Once
Marking Donors as Deceased
Create a Custom Field in Your Donor Management System
Best Practices for Removing Contact Records
Smart Segmentation
FAQ - Households
Multiple email addresses for individual contacts
Understanding Your Donor Retention Rate
Creating a Group from a Guest List
Using Groups vs. Saved Filters
Apple's Mail Privacy Program (MPP) Update - FAQs
FAQ – Email Deliverability
“Oops!” Emails: How to Send Out an Email Blast Correcting a Mistake
How to Resend Your Email Blast to Non-Openers
Track Donations from your Email Blasts
Fundraising Email Gallery FAQ
Sending Email Blasts
Intro: Advanced Email Editor: Parts 1-4
Tips for making your email blast look great in Outlook
Adjust the Size of an Image
Adding and Editing Images in the Advanced Email Editor
Email and Direct Mail Personalization
Email Marketing 101
Analyzing your Email Blast Results
Add videos from YouTube or Vimeo to your email blasts
Send Bulk Acknowledgements
How to Smartly Segment Your Email List to Hit Donors' Inboxes a Second Time
How do I wrap text around images in the advanced email designer?
Send email blasts beyond the inbox
Preparing for your 2022 Subscription Giving
Campaign
Subscription Giving in 2022 Engagement Plan FAQ
FAQs for #GivingTuesdayNow Email Engagement Plan
How to Review Donation Information for Your Monthly Disbursement
Tips for sending #GivingTuesday emails and text messages
Syncing transactions to QuickBooks Online
Enabling Your Own "From" Email Address on Email Blasts
Writing Off Unfulfilled Pledges - Best Practices
Track External E-mail Communication
Creating Complex Filters
How do I use soft credits?
About the QuickBooks Online integration
Setting up the QuickBooks Online integration
Transactions not syncing to QuickBooks Online?
Preparing for your Mid-Year Campaign
Mid-Summer Program Engagement Plan 2022
5 Tips for a Lapsed Donor Campaign
Preparing for Your 2023 Looking Forward Campaign
Looking Forward in 2023: Engagement Plan FAQ