DonorDock, Inc.

Getting Started 5

• Product Overview
• Adding, Reviewing and Updating a Contact Record
• Adding, Reviewing and Updating Gifts from a Contact Record
• Importing Contacts and Contact Data
• Importing Activity Data

Helpful Information 3

• Terminology
• Frequently Asked Questions and the Answers
• Email Deliverability

Action Board 4

• Action Board Methodology
• How to Use the Action Board
• Tracking Letters
• Managing Suggested Action Items Through Your Inbox

Contacts 12

• Tagging Contacts with Badges
• Updating Contacts with a Change File
• Merging Duplicate Contacts
• Tracking Memberships
• Batch Receipt Printing or Emailing

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Marketing 10

• Create a Marketing List for Email Marketing
• Managing Templates
• Doing a Mail Merge with Microsoft Office from DonorDock
• Emailing Multiple Contacts (Bulk Emails)
• Sending Individual Emails from DonorDock

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Reporting 3

• Dashboard
• Reports
• Sending Annual Contribution Statements

Fundraising 6

• Pledges
• Campaigns
• Appeals
• Funds
• Images appear stacked when generating a receipt PDF or Word document

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Settings 7

• Organization Settings
• User Settings
• Online Giving Setup
• SPF Records
• Notifications

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Integrations 4

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

Migrations 5

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