Donor Management

Tips, tricks, & how-tos for your donor database.

Getting Started

Understanding How to Get Started with 'Donor Management'

'Getting Started' Checklist

Donor Engagement Plans - FAQ

How do I apply for direct deposit using DirectLink?

How do I apply for direct deposit?

Contacts & Contact Records

Understanding Contacts and Contact Records

How do I manage individual contacts with multiple e-mail addresses?

How do I manage multiple contacts within a contact profile?

FAQ: NCOA Contact Updates

How do I add a contact record for an organization?

Donation & Transaction Records

How do I set up my fiscal year in 'Donor Management'?

FAQ: Soft Credits

Understanding Donation and Transaction Records

How do I reconcile gifts?

How do I add a campaign?

Households

Understanding Households

How do I add a Household member as a 'Co-donor'?

FAQ: Households

How do I create a household?

How do I edit a household?

Importing & Exporting Data

How do I choose the most common or relevant data fields?

How do I decide what historical data to import in 'Donor Management'?

Understanding Importing and Exporting Data

How do I send my files to the Import Team from 'Donor Management'?

How do I create custom questions?

Filtering & Reporting

Understanding Filtering and Reporting

How do I use a recommended filter?

How do I create a new filter?

How do I use filters and groups?

How do I create a filter to specifically report on Bonterra Payments transactions?

Acknowledgements

How do I acknowledge a tribute gift?

Understanding Acknowledgements

How do I send an acknowledgment via e-mail?

How do I create an E-mail Blast acknowledgment template?

How do I check a donation's acknowledgment status?

Email Communications

Understanding Email Communications

How do I authenticate my e-mail to comply with Anti-Spam requirements?

How do I maximize my E-mail Deliverability Rate?

FAQ: Apple's Mail Privacy Program (MPP) Update

How do I schedule or send off an e-mail blast?

Direct Mail Communications

Understanding Direct Mail Communications

How do I build a 'Direct Mail' communication?

How do I properly align my mailing labels?

How do I skip creating a mailing and only print out labels?

How do I send a bulk 'Direct Mail' communication?

Video Communications

Understanding Video Communications

How do I know what to say in a video message?

How do I send a video acknowledgment?

How do I send a group video message?

How do I send a 1:1 video message?

Forms

Understanding Forms

How do I manage responses to my form?

How do I know which field types to include on my form?

How do I add an image to my form?

How do I add reCAPTCHA to my form?

Pledges

Understanding Pledges

How do I enable pledges in 'Donor Management'?

How do I edit a pledge?

How do I use each 'Pledge Settings' field?

How do I write off unfulfilled pledges?

Text Messaging Capabilities

Understanding Text Messaging Capabilities

How do I Avoid "Carrier Violations" When Sending Texts?

How do I know when to use text-to-give and when to use bulk text messaging?

FAQ: Text Messaging Capabilities

How do I assign text-to-give donations to a specific donation page?

Year-End Fundraising Tools

Understanding Year-End Fundraising Tools

How do I prepare for my year-end campaign?

How do I send year-end donation summaries using 'Direct Mail'?

How do I send year-end donation summaries using 'Email Blasts'?

Tasks

Understanding Tasks

How do I add and assign tasks?

How do I add a task to an external calendar?

QuickBooks Online

Understanding QuickBooks Online

How do I export historical data from my QuickBooks Online account?

How do I sync transactions to QuickBooks Online?

How do I troubleshoot the QuickBooks Online integration?

How do I enable and set up the QuickBooks Online integration?

Volunteer Tracking

How do I guide my volunteers in self-reporting their hours?

Understanding Volunteer Tracking

How do I track Volunteer Hours in Network for Good?

How do I view and manage a volunteer's activity?

How do I manage a contact's volunteer status?