Donor Management Tips and Tricks by DonorSnap

Check your inboxes for these tips to help take advantage of many important features from within your donor database. Please contact us if there is anything specific that you would like covered.

December 2016

  1. New online form tool: Responsive Forms
  2. Other recent updates to DonorSnap
  3. Free DonorSnap Training

Learn how to create Responsive Forms that look great on every device

September 2016

  1. New Live Duplicate Checking
  2. Free DonorSnap Training

See how to avoid creating duplicates as you add new contacts

May 2016

  1. DonorSnap Integration with QuickBooks Desktop
  2. Free DonorSnap Training

Learn how to send your donation records from DonorSnap to QuickBooks Desktop

February 2016

  1. DonorSnap Mobile App
  2. Free DonorSnap Training

Download the new DonorSnap Mobile App

January 2016

  1. Preparing Year End Contribution Statements
  2. Free DonorSnap Training

Generate your year end contribution statements before the deadline

November 2015

  1. A/B Tests for Fundraising Appeals
  2. Free DonorSnap Training

Learn how to perform tests to improve your fundraising effectiveness

September 2015

  1. Managing Email Lists
  2. Free DonorSnap Training

Learn the benefits of managing your email list in DonorSnap

July 2015

  1. Using Excel with DonorSnap
  2. Free DonorSnap Training

See how to export your data and work with it in Excel

June 2015

  1. Excel Import
  2. Free DonorSnap Training

Learn how to import contacts, donations and more into DonorSnap

May 2015

  1. Data Entry Tools
  2. Free DonorSnap Training

Learn how to use the Data Entry Tools in DonorSnap

April 2015

  1. Data Cleanup Tools
  2. Referral Reward Promotion
  3. Free DonorSnap Training

Learn how to use the Data Cleanup Tools in DonorSnap

March 2015

  1. Referral Reward Promotion
  2. Reports
  3. Free DonorSnap Training

Learn about the latest reports in DonorSnap

February 2015

  1. Email Tools
  2. Free DonorSnap Training

Learn how to get the most out of DonorSnap

December 2014

  1. The New Dashboard
  2. The New Goals System
  3. Tips for Customizing your Dashboard
  4. Free DonorSnap Training

Learn how to customize your dashboard and goals

New Dashboard Announcement

  1. Brand New Dashboard
  2. New Goals System

Check out the new dashboard before it's released

September 2014

  1. Add Facebook Buttons to Online Forms
  2. Yahoo and AOL Email changes
  3. Recently Added Reports
  4. Free DonorSnap Training

Learn how to add social media buttons to online forms

July 2014

  1. New: Contact Profile Report
  2. New: Periodic Comparison Report
  3. New: Pledge Forecasting Report
  4. Free DonorSnap Training

Learn about the brand new reports

June 2014

  1. Cleaning Up Your Database
  2. New DonorSnap Cleanup and Entry Services
  3. Free DonorSnap Training

Learn a few tips on keeping your database clean

May 2014

  1. Are You Collecting Recurring Donations?
  2. Free DonorSnap Training

Read about DonorSnap's automated recurring donations

April 2014

  1. QuickBooks Online Integration
  2. New Online Community Forums
  3. Heartbleed Bug Update
  4. Free DonorSnap Training

Read about DonorSnap's Integration with QuickBooks Online

March 2014

  1. Staff turnover doesn't have to cripple development
  2. Internet Explorer 11
  3. Free DonorSnap Training

Train your new staff easily

February 2014

  1. Updated Feature: Constant Contact Integration
  2. Get Those Email Addresses
  3. Internet Explorer 11
  4. Free DonorSnap Training

Read a clever way to collect missing contact information

January 2014

  1. New Feature: Email Acknowledgement Letters
  2. Update Your Year End Date
  3. Internet Explorer 11
  4. Free DonorSnap Training

Learn How to Send Email Acknowledgements

November 2013

  1. Email Subject Lines - Analysis by MailChimp
  2. Internet Explorer 11 Issues
  3. Free DonorSnap Training

Are Donors Reading Your Emails?

October 2013

  1. Prepared for the End of the Year?
  2. View Upcoming Free Trainings
  3. Watch Past Recorded Trainings

Get ready for the End of the Year

September 2013

  1. New Feature: Quick Search
  2. View Upcoming Free Trainings
  3. Watch Past Recorded Trainings

Find any record, fast.

July 2013

  1. Announcement: New Perks for All DonorSnap Users
  2. Did Your Fiscal Year Just End?
  3. New Training: Best Practices for Managing Email Lists
  4. Recorded Training: Best Practices for Pledge Tracking

Read about the new perks

June 2013

  1. Latest on the Blog: Authentic Thank You Letters
  2. DonorSnap Calculated Donation Fields
  3. New Training: Best Practices for Pledge Tracking
  4. Recorded Training: Using the New Mass Entry Tool

Read the June 2013 newsletter

May 2013

  1. New on the DonorSnap Blog
  2. New Feature: Mass Entry
  3. New Training: Using the New Mass Entry Tool
  4. Recorded Training: Best Practices for Volunteer Tracking

Read the May 2013 newsletter

April 2013

  1. Check out the DonorSnap Blog
  2. New Features Added
  3. Browser Issues Resolved
  4. New Training: Best Practices for Volunteer Tracking
  5. Recorded Training: Best Practices for Online Forms

Read the April 2013 newsletter

March 2013

  1. Take the quick social media survey
  2. Firefox 19.0 for Mac dropdown issue
  3. New Training: Best Practices for Online Forms
  4. Recorded Training: Best Practices for Tracking Membership

Read the March 2013 newsletter

February 2013

  1. Add a Donate Now Tab (or any DonorSnap Form) to your Facebook Page
  2. New Training: Best Practices for Tracking Membership
  3. Recorded Training: Contribution Statements and Year End Tasks

Read Add a Donate Now Tab (and more) to your Facebook Page here.

January 2013

  1. New Feature: Recurring Donations
  2. New Feature: Email Contribution Statements
  3. Update Your Database Year End Date
  4. New Training: Contribution Statements and Year End Tasks
  5. Recorded Training: Basic Features

Read Be Green, Email your Contribution Statements and More here.

November 2012

  1. Share Your Stories and Ideas, Get Promoted by DonorSnap
  2. Pledge Forecasting Now Available in DataMiner Platinum
  3. Upcoming Training Webinar: Basic Features
  4. Recorded Training: DataMiner Platinum Queries

Read Run Pledge Forecasting Reports and More here.

October 2012

  1. Try a Targeted Year End Ask
  2. Upcoming Training Webinar: DataMiner Platinum Queries
  3. Recorded Training: Cleaning Up Your Database

Read Try a Targeted Year End Ask here.

September 2012

  1. Add Social Sharing to your Forms
  2. Upcoming Training Webinar: Cleaning Up Your Database
  3. Recorded Training: User Security

Read Add Social Sharing to your Forms here.

August 2012

  1. Get Ready for Fall Fundraising
  2. Upcoming Training Webinar: User Security: New Users and Organization Contacts
  3. Recorded Training: Using DonorSnap Tools to Maximize Fundraising

Read Get Ready for Fall Fundraising here.

July 2012

  1. Update: Export Directly from the Grid
  2. Update: Embed Forms Directly in Your Website
  3. Upcoming Training Webinar: Using DonorSnap Tools to Maximize Fundraising
  4. Recorded Training: Online Forms and Donations

View July Donor Management Tips here.

June 2012

  1. Update: Online Forms and Donations Are Live
  2. Upcoming Training Webinar: Online Forms and Donations
  3. Recorded Training: DataMiner Platinum - Intermediate
  4. Tutorial: Fiscal Year End? Don't Forget to Update Your Settings
  5. Update: Lookups Sort Order

View June Donor Management Tips here.

April 2012

  1. Update: Mark Pledges as Completed
  2. Free Training Webinar: DataMiner Platinum - Intermediate
  3. Recorded Training: DataMiner Platinum - Beginner
  4. Tutorial: DataMiner Batch Letters [5:00]
  5. Processing Menu Changes

April Donor Management Tips

March 2012

  1. Update: Customize Organization Contact Emails
  2. Free Training Webinar: DataMiner Platinum - Beginner
  3. Recorded Training: Mail Merge with Microsoft Word
  4. Tutorial: Donations Strata Report [2:56]

View March Donor Management Tips here.

February 2012

  1. Free Training Webinar: Mail Merge with Word
  2. Tutorial: Mass Update Existing Contact Info [4:37]
  3. Constant Contact Integration: A Six Month Snapshot
  4. Watch Past Trainings

View February Donor Management Tips here.

January 2012

  1. Update Your Year End Date
  2. New Contribution Statements Help Videos
  3. Update Your DMP Queries
  4. Free Training: Year End Features

View January Donor Management Tips here.

December 2011

  1. Limited User Defined Fields
  2. Merge Lookups Feature
  3. Linked User Defined Fields
  4. DataMiner Gold Redesign
  5. Custom Online Form/Donation Collection Tool

View December Donor Management Tips here.

November 2011

  1. Watch the Recorded Basic Features Training

View November Donor Management Tips here.

October 2011

  1. Mail Merge Tips and Guides
  2. Watch the Recorded Mail Merge Training
  3. Free Basic Features Training Webinar

View October Donor Management Tips here.

September 2011

  1. Capture New Donors through Live Chat
  2. Free Training: Documents and Labels
  3. Send One Off Emails using DonorSnap
  4. Set your Default Contact Listing Sort

View September Donor Management Tips here.

August 2011

  1. DataMiner Platinum Basic Training Video
  2. Constant Contact is Live on Your Site
  3. Setting Up Your Constant Contact Integration

View August Donor Management Tips here.

July 2011

  1. DataMiner Platinum Basic Walkthrough
  2. DataMiner Platinum Intermediate Walkthrough
  3. Watch the Recorded Excel Import Training

View July Donor Management Tips here.

June 2011

  1. DataMiner Gold or Platinum?
  2. Excel Import Best Practices

View June Donor Management Tips here.

May 2011

  1. What Reports Do You Want?
  2. Creating a Fundraising Culture
  3. Help Videos for Instant Support
  4. Free Excel Import Training Webinars

View May Donor Management Tips here.

April 2011

  1. What Else Do You Want for No Additional Charge?
  2. User Access Rights and Org Contact Upgrades
  3. Email Integration Coming Soon
  4. Free DonorSnap Training Webinars

View April Donor Management Tips here.

March 2011

  1. What Else Do You Want for No Additional Charge?
  2. Are You Cultivating Your Relationships?
  3. A Few New Additions
  4. Free DonorSnap Training Webinars

View March Donor Management Tips here.

February 2011

  1. Intro Video for New DonorSnap Interface
  2. Outline of Changes

View February Donor Management Tips here.

January 2011

  1. Customer Training Webinars: Recordings Available
  2. Have you run a Lapsed Donor Report lately?
  3. Referral Bonus Program Update

View January Donor Management Tips here.

November 2010

  1. Recently Added Features
  2. New DonorSnap Badge and Referral Bonus Program
  3. Year End Gifts? Run Your Duplicates Report!

View November Donor Management Tips here.

October 2010

  1. Excel Tips to Help Manage Your Imports
  2. Excel Import Template
  3. Watch the Excel Import Training Webinar

View October Donor Management Tips here.

September 2010

  1. DataMiner Platinum or DataMiner Gold... "Which one do I use?!"

View September Donor Management Tips here.

August 2010

  1. Have You Noticed These New Features?
  2. Tips and Seasonal Reminders  

View August Donor Management Tips here.

July 2010

  1. Data Collection Form Press Release

View July Donor Management Tips here.

June 2010

  1. Additions and Upgrades to DonorSnap
  2. DataMiner Platinum Press Release

View June Donor Management Tips here.

May 2010

  1. Creating and Processing Multiple Letters and Labels
  2. Tips for Acknowledgement Word Documents and Managing Multiple Documents & Labels Feature

View May Donor Management Tips here.

April 2010

  1. Using Your User Defined Fields

View April Donor Management Tips here.

March 2010

  1. Acknowledgement Letters and Mailings
  2. How to Use the Affiliated Tab and Reports

View March Donor Management Tips here.

February 2010

  1. Export Your Names to Import into your Email Provider

View February Donor Management Tips here.

January 2010

  1. Generate Individual Contribution Statements
  2. Duplicate Entry Cleanup
  3. New Reports Available

View January Donor Management Tips here.