Tips and Tricks for Using 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.
April 2012
- Update: Mark Pledges as Completed
- Free Training Webinar: DataMiner Platinum - Intermediate
- Recorded Training: DataMiner Platinum - Beginner
- Tutorial: DataMiner Batch Letters [5:00]
- Processing Menu Changes
View April Donor Management Tips here.
March 2012
- Update: Customize Acknowledgement Emails
- Free Training Webinar: DataMiner Platinum - Beginner
- Recorded Training: Mail Merge with Microsoft Word
- Tutorial: Donations Strata Report [2:56]
View March Donor Management Tips here.
February 2012
- Free Training Webinar: Mail Merge with Word
- Tutorial: Mass Update Existing Contact Info [4:37]
- Constant Contact Integration: A Six Month Snapshot
- Watch Past Trainings
View February Donor Management Tips here.
January 2012
- Update Your Year End Date
- New Contribution Statements Help Videos
- Update Your DMP Queries
- Free Training: Year End Features
View January Donor Management Tips here.
December 2011
- Limited User Defined Fields
- Merge Lookups Feature
- Linked User Defined Fields
- DataMiner Gold Redesign
- Custom Online Form/Donation Collection Tool
View December Donor Management Tips here.
November 2011
- Watch the Recorded Basic Features Training
View November Donor Management Tips here.
October 2011
- Mail Merge Tips and Guides
- Watch the Recorded Mail Merge Training
- Free Basic Features Training Webinar
View October Donor Management Tips here.
September 2011
- Capture New Donors through Live Chat
- Free Training: Documents and Labels
- Send One Off Emails using DonorSnap
- Set your Default Contact Listing Sort
View September Donor Management Tips here.
August 2011
- DataMiner Platinum Basic Training Video
- Constant Contact is Live on Your Site
- Setting Up Your Constant Contact Integration
View August Donor Management Tips here.
July 2011
- DataMiner Platinum Basic Walkthrough
- DataMiner Platinum Intermediate Walkthrough
- Watch the Recorded Excel Import Training
View July Donor Management Tips here.
June 2011
- DataMiner Gold or Platinum?
- Excel Import Best Practices
View June Donor Management Tips here.
May 2011
- What Reports Do You Want?
- Creating a Fundraising Culture
- Help Videos for Instant Support
- Free Excel Import Training Webinars
View May Donor Management Tips here.
April 2011
- What Else Do You Want for No Additional Charge?
- User Access Rights and Org Contact Upgrades
- Email Integration Coming Soon
- Free DonorSnap Training Webinars
View April Donor Management Tips here.
March 2011
- What Else Do You Want for No Additional Charge?
- Are You Cultivating Your Relationships?
- A Few New Additions
- Free DonorSnap Training Webinars
View March Donor Management Tips here.
February 2011
- Intro Video for New DonorSnap Interface
- Outline of Changes
View February Donor Management Tips here.
January 2011
- Customer Training Webinars: Recordings Available
- Have you run a Lapsed Donor Report lately?
- Referral Bonus Program Update
View January Donor Management Tips here.
November 2010
- Recently Added Features
- New DonorSnap Badge and Referral Bonus Program
- Year End Gifts? Run Your Duplicates Report!
View November Donor Management Tips here.
October 2010
- Excel Tips to Help Manage Your Imports
- Excel Import Template
- Watch the Excel Import Training Webinar
View October Donor Management Tips here.
September 2010
- DataMiner Platinum or DataMiner Gold... "Which one do I use?!"
- How to use the Free Data Collection Tool to compliment your fundraising campaigns.
View September Donor Management Tips here.
August 2010
- Have You Noticed These New Features?
- Tips and Seasonal Reminders
View August Donor Management Tips here.
July 2010
- Data Collection Form Press Release
View July Donor Management Tips here.
June 2010
- Additions and Upgrades to DonorSnap
- DataMiner Platinum Press Release
View June Donor Management Tips here.
May 2010
- Creating and Processing Multiple Letters and Labels
- Tips for Acknowledgement Word Documents and Managing Multiple Documents & Labels Feature
View May Donor Management Tips here.
April 2010
- Using Your User Defined Fields
View April Donor Management Tips here.
March 2010
- Acknowledgement Letters and Mailings
- How to Use the Affiliated Tab and Reports
View March Donor Management Tips here.
February 2010
- Export Your Names to Import into your Email Provider
View February Donor Management Tips here.
January 2010
- Generate Individual Contribution Statements
- Duplicate Entry Cleanup
- New Reports Available
View January Donor Management Tips here.