Customize your New Dashboard

  1. The New Dashboard
  2. The New Goals System
  3. Tips for Customizing your Dashboard
  4. Free DonorSnap Training
  5. Not Using DonorSnap Yet?

The New Dashboard

If you haven't logged into DonorSnap this month, you're missing out! You'll be greeted by a mostly blank dashboard with a couple colorful default apps just to get you started. From there, take the opportunity to add all kinds of colorful apps and make the dashboard your very own.

Get started by watching the video:

This new dashboard is just the start of great things to come. In the future, you'll see new apps being added to make an even more powerful dashboard and personal experience. We're thinking social media feeds, favorite reports, weather, tip of the day, pictures of your donors, memo pads, and more. The possibilities are endless and we'll need your help coming up with the best ideas. Let us know what you think.

The New Goals System

The other brand new system we've released is DonorSnap Goals. When we say "Goals," we mean fundraising goals, volunteer goals, event goals, interaction goals, and contact goals. There are many options to choose from when creating your goals. We've also created a goals cheat sheet to help you create the exact goal you want to track.

The picture below highlights a few of the goal options that you can set up:

Once you set up a goal, you can choose to share it with all of the other users of your database or leave it private. Set up a dashboard app for each of your goals, and don't forget to pick your favorite colors!

Tips for Customizing your Dashboard

When you get started using the dashboard for the first time, we've compiled a couple of tips to help you make it your own.

1. Add the Dashboard Apps that you were using in the old dashboard first. Acknowledgements Pending shows your pending thank you letters. Online Forms Open Records displays any online form or online donation submissions. Tickler lists your tickler tasks that still need to be completed. Organization Contact Emails help you notify your staff and board when donations are made by their contacts.

2. Customize your colors. If you need some help picking great looking colors, check out our tips page on the help site. You'll see some of the trendiest colors for software and be able to create a great looking dashboard without any effort at all. This page will also show you how to enter your own hex color codes to create even more specific colors. Go to the Dashboard Colors page.

3. Add multiple versions of the same app type. For example, if you keep a close eye on the tickler items that multiple people are responsible for, you could create an app for each person. The app settings will allow you to display only items for a specific person. Each app is managed independently, so feel free to add as many as you need. You can even minimize them when not in use.

4. Use the settings to create very specific apps. For example, if you are currently running a membership campaign, you probably already have a goal set up and displaying. In addition to the goal progress bar, you could use the Recent Donations app to show only donations to that membership campaign. Rename the title, and this will show you exactly who is donating to this campaign.

Free DonorSnap Training

DonorSnap is now offering a free training almost every week. The free trainings take place on Wednesday afternoons and the topics range from Getting Started with DonorSnap to advanced features like DataMiner Platinum and Online Forms. The next 4 trainings can be viewed at any time.

Find the link to the training schedule under the Help menu from within DonorSnap:

Upcoming Trainings:

  • January 7th: Getting Started with DonorSnap
  • January 14th: Intro to DonorSnap Features
  • January 21st: No training this week
  • January 28th: Customizing your Database

Space is limited so Register Now.

Want to Watch a Past Training?

Each of our weekly trainings are recorded and placed on the DonorSnap Help Site. These trainings are generally available a few hours after the training ends.

See all of the other past trainings on the help site under Training Webinars.

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? Get started today!