Donor Management
Tips, tricks, and how-tos for your donor database.
149 articles
Understanding How to Get Started with 'Donor Management'
'Getting Started' Checklist
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?
Donor Engagement Plans - FAQ
FAQs: Logging into 'Donor Management' with 2FA Login
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 contacts I do not recognize?
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 enable automated NCOA updates?
How do I manually run an NCOA update?
FAQ: NCOA Contact Updates
Understanding Donation and Transaction Records
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 add a campaign?
How do I add a designation?
How do I add Soft Credit?
How do I set up my fiscal year in 'Donor Management'?
How do I identify tribute gifts?
FAQ: Soft Credits
How do I edit a donation in 'Donor Management'?
Understanding Importing and Exporting Data
How do I decide what historical data to import 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?
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 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'?
Understanding Acknowledgements
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?
Understanding Email Communications
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?
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?
FAQ: Apple's Mail Privacy Program (MPP) Update
Understanding Direct Mail Communications
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?
Understanding Text Messaging Capabilities
How do I set up texting capabilities in 'Donor Management'?
How do I know when to use text-to-give and when to use bulk text messaging?
How do I assign text-to-give donations to a specific donation page?
How do I avoid "carrier violations" when sending texts?
FAQ: Text Messaging Capabilities