July 2012 Tips and Tricks

  1. Update: Export Directly from the Grid
  2. Update: Embed Forms Directly in Your Website
  3. New Training: Using DonorSnap Tools to Maximize Fundraising
  4. Recorded Training: Online Forms and Donations
  5. Not Using DonorSnap Yet?

Export Directly from the Grid

Export Directly from the Grid One of the most frequent questions we have been asked is, "How can I export my data from the grid?" Previously, we would have directed you to DataMiner Platinum where you would have to create a batch that mimics the filters and fields you have set up on your grid. This worked well, but it was an extra step. At DonorSnap, we strive to make your job easier and have added a new Export button on each grid to eliminate that extra step!

You can now add filters to your grid on any of the tabs and export exactly what you see. See a screenshot of the new export feature.

Embed Forms Directly in Your Website

Forms are now able to be directly embedded on your website. This means that instead of displaying a link that your site visitors click to open your form in a new window, you can load the form right on your own website. After you set up your form, click on the Form Link button to see both the direct link as well as the html code that will embed the form on your website.

For more help on embedding your forms or to see an example, visit the embedding forms help page.

Free Training:
Using DonorSnap Tools to Maximize Fundraising

Available as a Recording only.

What you will learn in this webinar:

  1. Create a targeted list using DataMiner Platinum
  2. Send that list to Constant Contact
  3. Create a donation form
  4. Include the donation form in your Constant Contact email to your targeted list

Watch the new training webinar now: Using DonorSnap Tools to Maximize Fundraising

Missed the Last Training?
Watch the Recorded Online Forms and Donations Training

Here's what we covered in this webinar:

  1. The capabilities of the new online form tool
  2. How to create a new form
  3. Using form templates
  4. Processing form submissions

Watch the Online Forms and Donations Training.

Not Using DonorSnap Yet?

Sign up for one of our free webinar demonstrations to see the software in action.
Ready to be set up with your own database? Sign up for your risk free trial!