Get Data from GHD Portal into DonorDock
Retrieve Your GHD Data
Import Your GHD Data
Things to Consider about GHD Data
We recommend to wait a day or two after the event before retrieving and importing your data. The reason for this is things change during GHD and may happen change a couple days after GHD (refunds, cancelled gifts, etc.)
Send Personal Thank You’s Quickly
Your donor will receive a quick transactional thank you from their receipt, but nothing too personal.
To get out some personal thank you’s quickly, if you don’t want to wait the recommended waiting period, you can go in about every hour or so to download your data. DonorDock will ignore the imported data you’ve already entered and allow you to do that throughout the day.
Keep in mind, because of refunds and such that you deal with those, should you decide to download your data and import as they day goes on.
Donors are not required to use the same account year over year when donating to GHD. Because of this, you will get duplicate records in DonorDock. It’s vital that when we are matching data it’s the correct contact, as we don’t want to make the mistake of misallocating a gift to a record that should have gone elsewhere.
In order for the GHD data to be imported to a current contact record, the system must be able to do a match in one of the following ways:
First Name, Last Name, Email
First Name, Last Name, First line of Address
Merge your Duplicate Records
Go to the Contacts Page
Change the view to Possible Duplicates
Choose two records that are duplicated and Merge them
Note: Please note that the possible duplicates view is a nightly job that’s run. So the system will not be able to show your possible duplicates immediately
Send Thank You’s - For GHD or any event
Import your GHD data (DonorDock creates a GHD 2021 campaign)
Go to Reports Page and choose the Gifts This Month
If your thank you is specific to GHD, filter by GHD 2021 Campaign and update any other necessary filters and Run Report
If this is a letter Thank You
Once generated, go to Add > Add Activity > Letter in the top right corner
Input a subject, Notes, etc. and mark the activity as Complete
If this is an email Thank you, or combination Email/Letter
Filter the Email column so it “Is Not Empty”
Same can be done to filter for letters - Filter this to be “Is Empty”
Add the people in this report to a Marketing List by clicking on Add > Add Marketing List
Go to the Emails page to load that saved Marketing List and the Thank you Email Template you want to use
Once sent, an email activity will show on each contact record