Getting Started 101: Introduction

Learn how to use DonorSnap starting from the very basics. This training is designed for both brand new and rusty users.

In this webinar we focus on the Donor-Cycle of DonorSnap:

• Adding a Contact (relevant fields on the Contact screen)
• Customizing your Grid settings, how to search & filter on the Grid
• Adding a Payment (relevant fields on the Donation screen)
• Generating a Thank you Letter from MS Word.
• Generating a Donations Received report.

Quick recap

The trainer introduced DonorSnap, a program for managing donations and events, and explained its various functionalities including customizable features and integration with other platforms. She also demonstrated an overview of how to use the DonorSnap database, add new contacts, manage donations, and some simple reporting like donor retention rates. Lastly, she covered an introduction to building forms, generating reports, managing communication, and handling online payments.

Summary

Donor Management System Features Explained
The trainer explained the functionalities of their donor management system. She highlighted that the system primarily tracks donors and their payments, with features to record other types of information like interactions and volunteer hours. The trainer also differentiated between interactions, which are short and concise records, and notes, which are longer, more detailed records. She emphasized that while not everyone may use all the features, they are available for use as needed.

Adding and Editing Contacts
The trainer demonstrated how to add a new contact. She highlighted the system’s capability to check for potential duplicates, customize acknowledgment and salutation fields for mail merge, and automatically populate city and state based on the zip code entered. The trainer also explained that the origination date is automatically set when a new contact is saved but can be manually edited if necessary. She further detailed the process of using the DonorSnap database, including how to search for contacts using various criteria and add new contacts if they don’t exist.

DonorSnap Fundraising Software Overview
The trainer explained the functionalities of DonorSnap as a fundraising software. She demonstrated how to add new donations, build custom fields, and integrate with QuickBooks for accounting purposes. She also showed how to create and manage thank you letters, and how to track donations and donor retention rates. The trainer emphasized the flexibility of the software, allowing users to customize their dashboard and add or remove features as needed.

DonorSnap System Overview & Features
The trainer provided an overview of the DonorSnap system, highlighting its various features such as building forms for the website, generating reports, managing communication, and handling online payments. She briefly explained pushing data from DonorSnap to other platforms like Constant Contact and QuickBooks. The trainer also emphasized that DonorSnap is a cloud-based website that is compatible with various devices and browsers, and users can access help resources and support through the platform. She encouraged everyone to explore the system and ask questions if needed.

Related Pages:

Set Up Checklist 
Getting Started 102: Setup
Getting Started 103: Features
Getting Started 104: Acknowledgement Letters
Getting Started 105: Searching
Getting Started 106: Reports
Getting Started 107: Forms
Getting Started 108: Mass Entry
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