DonorDock, Inc.

The Basics 3

• Product Overview
• Terminology
• Frequently Asked Questions and the Answers

How To 5

• Action Board Methodology
• How to Use the Action Board
• Tracking Volunteers Hours as an Activity
• Create Activities from the Action Board
• Editing an Activity Record

External Action Board Management 2

• Tracking Email Activities from Your Inbox
• Managing Suggested Action Items Through Your Inbox

The Basics 3

• Adding, Reviewing and Updating a Contact Record
• Adding, Reviewing and Updating Gifts from a Contact Record
• Adding, Reviewing and Updating Activities from a Contact Record

Individual Contact Management 8

• Tagging Contacts with Badges
• Managing Duplicate Contacts
• Tracking Memberships
• Relationship Management
• Generating Individual Receipts/Letters

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Bulk Contact Management 6

• Updating Contacts with a Change File
• Importing Contacts, Contact Data, And Gifts
• Importing Activity Data
• Donor Management Using NCOA
• Importing Contact Notes Data

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Gifts 3

• Creating and Managing Pledges
• In Kind Gifts
• Soft Credits

Giving Pages 6

• Embedding a Giving Page Widget with Wix
• Online Giving Setup
• Embedding a Giving Page Widget with SquareSpace
• Embedding a Giving Page Widget with Webflow
• Transitioning Your Donors to DonorDock's Online Giving

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Campaigns, Appeals and Funds 4

• Campaigns
• Appeals
• Funds
• Tutorial - Campaigns, Appeals and Gifts

Pledges 0

Grants 1

• Managing Grants

Emails 3

• Understanding bulk email statistics
• Emailing Multiple Contacts (Bulk Emails)
• Sending Individual Emails from DonorDock

Sign-Up Forms 1

• Signup Forms

Reports 6

• Reports
• Memorial/Tribute Reports
• Campaign Comparison Report
• Creating an All Contacts Report
• Filtering Reports

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Dashboard 1

• Dashboard

Bulk Contact Updates and Activities through Reporting 5

• Create a Marketing List for Email Marketing
• Doing a Mail Merge with Microsoft Office from DonorDock
• Sending Annual Contribution Statements
• Batch Receipt Printing or Emailing
• Cleaning Up Badges

Imports 1

• Import Format and Data Matching

Settings (Global/Organization) 2

• Updating a Signature for Receipts
• Contact Salutation and Addressee Settings

Manage Templates 7

• Managing Templates
• Template Adjustments for Printing Receipts
• Converting Word Documents into Receipt Templates
• Adding a Signature to Receipts
• Images appear stacked when generating a receipt PDF or Word document

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Manage Your Team 0

Subscription 0

Integrations 4

• Stripe Integration
• API Keys
• DonorDock and Zapier
• Integration Training Blogs

My Profile (Personal Settings) 2

• User Settings
• Notifications

Email Deliverability 5

• Email Deliverability
• SPF Records
• DKIM
• Link Branding
• QuickBooks Desktop Integration Setup

Migrations 8

• Migrating from DonorPerfect
• Migrating from Raiser's Edge
• Migrating from Bloomerang
• Migrating from eTapestry
• Migrating from GiftWorks

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Giving Hearts Day (GHD) 1

• Giving Hearts Day Data