Topics
Browse all help articles
Video Guides
Watch videos to help you learn
Product Updates
Learn about new features and enhancements
Request a Feature
Contact Support
Webinars & Events
International Support
Need a W-9, Terms, or Security Information?
Topics
Contacts
Manage and organize donors, prospects with badges and marketing lists
Custom Fields
Custom field setting information for contacts.
Imports
Add contacts, gifts, or activities in bulk, and edit contacts with imports.
Transactions
Manage gifts, pledges, campaigns, appeals, and funds.
Donor Communications
Help with emails, letters, texts, receipts, and donor acknowledgments.
Forms
Manage Giving Pages and Forms
Reporting
Detailed lists of contacts, gifts, or activities, and a dashboard of giving
Boards
Organize your activities into to-do items
Automations
Automation strings that may be set up to run automatically in DonorDock
Integrations
Connect to other tools with Zapier and more.
Settings
Configure your team, billing, settings, data, and more
More
Special interest topics
Settings
Organization Settings Overview 💜
Manage Your Team Overview 💜
Billing Overview 💜
User Profile Settings
Updating Billing Information
Changing Subscription Level in DonorDock
Accessing Billing History
Automatic Salutation and Addressee Contact Settings
Downloading a Backup of Your Data
Two-Factor Authentication (2FA) and Password security with DonorDock
Upload Tax Exemption Letter to Verify Non-Profit Status
Major Gifts and Spike Up Gifts
Setting Your Organization's Fiscal Year
Purchasing Additional Outreach Emails
Cancel DonorDock Subscription
Disabling AI features in DonorDock
Adding Mobile Number to Profile for 2FA
