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Guides, checklists, and resources to help you start
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Browse all help articles
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Watch videos to help you learn
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Learn about new features and enhancements
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Articles
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Manage and organize donors, prospects with badges and marketing lists
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Add contacts, gifts, or activities in bulk, and edit contacts with imports.
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Manage your Gifts (Donations, Event Tickets, and Donations) through DonorDock.
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Receipts and Annual Contribution Statements to be sent to Donors in response to a gift
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Manage your Pledges through DonorDock
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Organize your transactions
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Manage giving pages and forms
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Detailed lists of contacts, gifts, or activities, and a dashboard of giving
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Organize your activities into to do items
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Automation strings that may be set up to run automatically in DonorDock
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Emails and Receipts to send and track through DonorDock
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Letters and Receipts to send and track through DonorDock
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Test Message features available in DonorDock
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Additional Activities that may be tracked through DonorDock: Phone Calls, Meetings, Tasks, Asks, Event Attendance, Volunteering
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Marketing and Transactional Templates for Emails, Letters, and Receipts.
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Connect to other tools with Zapier and more.
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Allow contacts to join your marketing lists
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Configure your team, billing, settings, data, and more
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Special interest topics
Reporting
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