
Guides, checklists, and resources to help you start

Browse all help articles

Watch videos to help you learn

Learn about new features and enhancements



Articles

Manage and organize donors, prospects with badges and marketing lists

Add contacts, gifts, or activities in bulk, and edit contacts with imports.

Manage your Gifts (Donations, Event Tickets, and Donations) through DonorDock.

Receipts and Annual Contribution Statements to be sent to Donors in response to a gift

Manage your Pledges through DonorDock

Organize your transactions

Manage giving pages and forms

Detailed lists of contacts, gifts, or activities, and a dashboard of giving

Organize your activities into to do items

Automation strings that may be set up to run automatically in DonorDock

Emails and Receipts to send and track through DonorDock

Letters and Receipts to send and track through DonorDock

Test Message features available in DonorDock

Additional Activities that may be tracked through DonorDock: Phone Calls, Meetings, Tasks, Asks, Event Attendance, Volunteering

Marketing and Transactional Templates for Emails, Letters, and Receipts.

Connect to other tools with Zapier and more.

Allow contacts to join your marketing lists

Configure your team, billing, settings, data, and more


Special interest topics
Pledges
