Collect payment for multiple purposes on one form

  1. New Feature: Form Totals
  2. New Feature: Email Tracking
  3. New Feature: Scheduled Reports Tracking
  4. Upcoming Free Trainings
  5. Not Using DonorSnap Yet?

DonorSnap Upgrades Coming!

System Offline Thursday, Aug 10th from 12:00am - 2:00am Central Time

Let's start with the good news... DonorSnap servers will be upgraded with state of the art hardware which means faster performance, updated security, and a lot of other things that you will probably never notice. We're also launching some back end software updates that will pave the way for awesome features and changes that you will notice down the road.

The bad news is that these upgrades require DonorSnap to be taken offline for a longer maintenance window than usual. Here's the order of events:

  1. All sites and online forms will be down starting at 12:00am CDT for up to 2 hours.
  2. Next, site updates will begin, taking about 2-3 minutes for each site. Your site will be queued.
  3. Any attempt to log in or view a form before your upgrade begins will bump your site to next in line for upgrade, making your site and forms accessible 2-3 minutes later.
  4. All upgrades will be finished by 5am CDT.

Important Notes:

  • Responsive Forms and standard forms will also be down for visitors during the upgrade process.
  • Any Excel Imports you have done prior to the upgrade will no longer be reversible after the upgrade. If you are planning any imports in the next week, make sure you verify that the results are as you expected before Thursday.

If you have any questions, please email our support team.

In case you missed it... New Features Rundown

No End Date: Recurring donations in Responsive Forms no longer require an end date. Allow your donors to continue giving continuously without any interruption.

Hidden Start/End Date: One time donations in Responsive Forms which also accept recurring donations will no longer show start/end dates. When "One-time" is selected as a frequency, those fields are hidden.

Export Form Submissions: Export to Excel from Responsive Forms history tab and open records tab.

Link Form Submissions to Pledges: Add the "Associated with Pledge" field to your Responsive Form as a hidden field to enable linking a donation to a pledge record. When you edit the open record and assign it to a contact, their pledges will be loaded into that field and be available for selection.

Link Form Submissions to a Persona: If you track donations, interactions, and volunteering according to individual personas, you can now assign a Responsive Form submission to an existing persona after linking to an existing contact.

Form Totals: Create a shopping cart like experience in your Responsive Forms. Add multiple fields with amounts that are summed in the total donation amount field. This is great for differing ticket types, add-on items, and additional donation options. Learn more.

DonorSnap Blog: "Common Email Problems" and "What's the difference between a Campaign and Appeal?"

Here is a short preview of the latest posts to the DonorSnap's blog. Read the rest of the blog at www.donorsnap.com/blog.

Common Problems that Could Damage Your Email Communications

Email reputation stars

1. Emails never getting opened - Do you know how to check to see if your emails are being opened?

2. Getting caught in spam filters - What do spam filters most commonly look for in an email?

3. Bounced emails - Which email addresses need to be removed from your database?

... and more. Learn how to fix these issues and more. Read the full article.

What's the Difference between a Campaign and an Appeal?

Difference between a campaign and appeal

If you are looking at the best strategy to raise money for your organization, cause or event, you might have heard the terms "campaign" and "appeal" used seemingly interchangeably. However, there are some important differences between a campaign and appeal that you need to be aware of.

On a very broad level, a campaign is the reason why you are asking for or collecting money, while an appeal is how you asked for that money. For example, your organization might be asking for money so you can expand certain services you provide, or go on a mission trip. Whatever the reason is, that is at the root of your campaign. It is the ultimate goal or objective you have for your organization's fundraising, and the vision that you are selling to your potential donors.

Continue reading the full article...

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:

  • August 9th: Form Totals in Responsive Forms
  • August 16th: Getting Started with DonorSnap
  • August 23rd: Envelopes and Labels
  • August 30th: Standard Reports

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!

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