Train your new staff easily

  1. Staff turnover doesn't have to cripple development
  2. Internet Explorer 11
  3. Free DonorSnap Training
  4. Not Using DonorSnap Yet?

Staff turnover doesn't have to cripple development

Change is a part of every organization, but new staff do not have to struggle to learn to use DonorSnap. The best way to take advantage of our help is to attend the free regular live training webinars. Past training recordings are also available for free to smooth out those transitions.

Start with "Getting Started with DonorSnap" learn the basics. This training shows how to use the main interface and navigate the major parts of the system. Find specific contacts, add new notes, interactions, donations, etc. It will also covers basic donation reports.

After the basics, a great place to go next is "Acknowledgement Letters with Word." This will cover how to create mail merge documents in Microsoft Word and then upload them to DonorSnap. These letters can then be generated right from DonorSnap and then flag the actual donation record as having been acknowledged.

After that, consider watching "Standard Reports" to learn how to use the reporting system. This training explains how to customize the canned reports and when to use each of them. The "DataMiner Platinum Beginner Training" starts to get into the more advanced features of DonorSnap like queries. This tool will allow you to create very specific or general lists of your contacts. These lists can be used in generating letters, sending emails, solicitations, year end statements, and more.

Depending on your organization, it might also be beneficial to review some of the best practices for different types of data tracking:

These trainings are a great resource for both brand new and seasoned users of DonorSnap. If you find yourself in a situation where you need specialized private training, we can also accommodate those requests. Send an email to our support team at feedback@donorsnap.com for more details on how to schedule a private training or to ask any questions about how to use your database.

Internet Explorer 11 Issues

If you have recently updated Internet Explorer to version 11 or Windows to 8.1 (which includes IE11), you may have noticed that certain parts of DonorSnap (and many other websites) do not function as they do in all other browsers. You may also notice a solid blue screen when visiting the help site instead of any help pages or videos. Because of these issues, DonorSnap does not currently support IE11.

For best performance in DonorSnap, we highly recommend using Chrome as your browser.

Don't have Chrome installed on your computer? Download it here

Free DonorSnap Training

DonorSnap is now offering a free training almost every week. The free trainings take place on Wednesdays at 1pm Central Time 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:

  • April 2nd: Acknowledgement Letters with Word
  • April 9th: Event Tracking Best Practices
  • April 16th: DataMiner Platinum Beginner
  • April 23rd: DataMiner Platinum Intermediate

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!