Get the most out of DonorSnap

  1. Email Tools -- Are you getting the most out of DonorSnap?
  2. Free DonorSnap Training
  3. Not Using DonorSnap Yet?

Email Tools -- Are you getting the most out of DonorSnap?

As more and more features are added to DonorSnap, it can be easy to miss the memo on some of them. Over the next few months we will point out a few of the features that you may not be using yet, or may not even be aware of.

Email Tools

While DonorSnap isn't a replacement for an email marketing system like Constant Contact, it does have powerful email functionality for some typically mailed letters. Imagine no printing, no envelope stuffing, and no postage! Remember those year end contribution letters that you just sent out? You've got it... DonorSnap can email those for you!

Best practice for using the built in email tools is to receive permission from your donors before sending letters and statements by email. Get started by changing your dialogue with supporters. Ask for email addresses and permission to email them with regular communications. If your donors are expecting to receive communication and documents in the mail, an email only version might not be a welcome change.

DonorSnap has a system "Do Not Email" field, but user defined fields are especially helpful for tracking specific email subscriptions. A multi-select dropdown field would allow you to create options specific to your organization like the picture below demonstrates:

Now that you have a field set up in your database to track your email subscriptions, you will also want to create an online form to help you manage those email subscriptions. Here's what a simple email subscriptions form could look like:

With a structure like this set up, you're ready to take advantage of any DonorSnap email tools while also considering the preferences of your donors.

Email Contribution Statements allow you to send out your year end (or quarterly/monthly) statements right from DonorSnap. The email version of this tool generates the same pdf report as the printed version, but it includes the ability to personalize an email message that the statement is attached to.

Email Acknowledgement Letters works with the same Word mail merge letters that you upload to your site for printed acknowledgement letters. You can send a personalized email with this tool as well using your database fields as mail merge codes.

Once you have generated your letters, preview and test individual letters like the screen above shows. When you are ready, you can send all of your letters with the press of one button. There's no need to individually send each one because DonorSnap batches and sends them for you.

For more information on either of these two email tools, check out the past recorded trainings. You'll find the links to these trainings below:

Email Contribution Statements Training

Email PDF Acknowledgement Letters Training

Need some extra help setting up your database for managing your email lists? Check out the Best Practices for Managing Email Lists Training.

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:

  • March 4th: DataMiner Platinum First Quarter Reports
  • March 11th: Donation Forms
  • March 18th: Event Registration Forms
  • March 25th: Volunteer Forms

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!