There are times when you wish to input a large amount of data. It may be because of gifts all received on the same day (such as at an event) or entering new donors who attended an event and gave for the first time. It is also common for you to launch a campaign and ...
Read MoreTags are another way of categorizing and grouping your donors in ways that the normal Donor Type, Donor Source, Donor Contact Type, etc. fields cannot. Tags can be viewed, created, and permanently deleted via the Options page as shown below: However, for ease of use and to help you get the most benefit, tags can also be ...
Read MoreAt times, you may accidentally come across duplicate donor profiles. Duplicates can be created in a few different ways: Data imported from a previous system may have already had the duplicates in it The system searches for a donor based on the data they provide on an online donation form and cannot find them, so ...
Read MoreTask Templates can be used for any workflow that needs repeated on a regular basis. For example, you may have specific workflow for welcoming new donors, or for providing information for planned giving. Whatever the workflow, Task Templates can help. They can be found on a tab on the Tasks page: A template consists of ...
Read MoreYou’ve completed the marketing emails setup wizard, and you’re ready to create your first newsletter or email. On the email manager page, click the Add Template button. You have two choices, the use of a Visual Editor, or the Classic Editor. First, we will explain the Classic Editor. Building Newsletter Emails with the Classic Editor Creating emails is ...
Read MoreIn order to enable marketing emails, simply go to the new Marketing Emails page, which is located under the Administration menu. You will be guided through a step-by-step wizard that will help you understand the rules and correctly configure all of the necessary settings. Once you have completed the wizard, you will find usage information, ...
Read More