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Donor Management
Tips, tricks, and how-tos for your donor database.
Getting Started Checklist
Admin Accounts - FAQ
Setting Your Fiscal Year in Donor Management
Adding your Tasks to an External Calendar
Glossary of Filter Terms
Acknowledging Your Donors
Creating Communication Templates: Email Blasts, Direct Mail, & Acknowledgements
Syncing Donor Management and Fundraising Pages Data
Best Practices - Managing Relationships Between Contact Records
How to Migrate Recurring, Subscription Donors to Network for Good
Adding a Contact Record
Finding and Managing Duplicate Contact Records
Creating a Group of Contacts
Best Practices for Managing Contact Records
Households - FAQ
Understanding and Calculating "Donor Retention Rate"
Creating a Group from a Guest List
Using Groups vs. Using Filters
How to Review Donation Information for Your Monthly Disbursement
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?
Enabling the QuickBooks Online Integration with Donor Management
Transactions not syncing to QuickBooks Online?
Preparing for your Mid-Year Campaign
5 Tips for a Lapsed Donor Campaign
Preparing for Your 2024 Looking Forward Campaign
Looking Forward in 2024: Engagement Plan - FAQ