June 2012 Tips and Tricks

  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
  6. Not Using DonorSnap Yet?

Online Forms and Donations are Live

Create forms for your website or email campaign that automatically update your DonorSnap database! Using the simple form builder, you can create forms for change of address, volunteer sign-ups, event registrations and more. All submissions are sent to the "sandbox" for you to review before being added to your database. This way you make sure that only valid data is imported.

But wait, there's more -- Online Donations are live too! Add a simple "Donate Now" page or create an event registration form that also collects payment. These donations and interactions will be automatically added to your database after review. No more having to manually enter or use excel import to get your PayPal donations into DonorSnap.

Online forms will be activated for all sites after the training webinars are complete on June 26th. At that point, turn on access for your users by going to Maintenance > User Setup to show the online forms menu.

Excited? Watch the Online Forms Overview Video.

Have questions about online donations? Please fill out this form to request more information.

Free Training Webinar: DataMiner Platinum - Intermediate

Tuesday June 26th at 11CDT and 1CDT

What you will learn 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

Space will be limited. Register Now

Missed the Last Training?
Watch the Recorded DataMiner Platinum - Intermediate Training

Here's what we covered in this webinar:

  1. Uses and limitations of DataMiner Platinum
  2. Summary queries with aggregates (Sum, Max, Min, Count)
  3. Building queries using AND and OR statements
  4. Thinking through and building your own queries from scratch

Watch the DataMiner Platinum - Intermediate Training.

Tutorial: Fiscal Year End? Don't Forget to Update Your Settings

Some of your organizations may use a fiscal year instead of a calendar year for your accounting. If you use June 30th as your year end, you will need to make sure you change it to June 30, 2013 to ensure that your system fields of DonationAmountYTD and DonationAmountPriorYear are calculating correctly.

To update the year end date, log in to your site and navigate to Maintenance > Site Setup. From there choose the Additional Site Options tab. At the bottom of the screen there is a button that says "Change Additional Site Options". Click it and update accordingly.

For more year end help, watch the Year End Features Training Webinar.

Update: Lookups Sort Order

Ever wish that you could sort your drop down fields in a way other than alphabetically? Maybe you have wanted to keep track of t-shirt sizes and L, M, S, XL just doesn't cut it. This may have been easy enough to ignore when you were the only one looking at it, but for your new online forms, that's just not going to cut it. Introducing the new lookups sort order.

Now when you edit any drop-down field in DonorSnap (Maintenance/Site-Setup), click the button titled "Set Sort Order" to rearrange your items. Drag and drop the lookups for that field in the order you want, click save, and you're all set. These changes will be displayed on your Page Display/Edit screens as well as your online forms.

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!