Session Review: Using JotForm with DonorDock

During this session, we reviewed how to create a JotForm and how to use Zapier to integrate that form with DonorDock.

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Session Notes: A DonorDock Review

This particular session instead focused on training in how to find helpful resources, access support, and submit your ideas. Lots of good DonorDock specific info in this one!

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Session Notes: Receipts

During the call we walked through all the steps you would need to take from beginning to set your receipt settings messages and signature to brushing up on on how to manage, edit, and create a receipt template through the end of pulling your reports and sending off receipts.

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DonorDock Latest Feature Releases

We pride ourselves on building cool products that are simple to use. With some time on the market and needs we’ve heard from our users, we’ve determined it was time for some layout updates to DonorDock for it to remain, or even raise the bar on, cool and simple.

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2 for 1 Training: Mail Merge & Campaigns/Appeals/Asks/Funds

Two weeks ago, we discussed how to import data from other systems which bridged the gap of consolidating your data into DonorDock rather than using multiple systems. Last week you got to hear from both Erika and Matt as they volleyed the training to cover two different topics.

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Importing Contact Data into DonorDock from Other Systems

We’ve heard a recurring theme in the past from some organizations that confess there are multiple systems they are storing donor data on, making it incredibly hard to keep donor records up-to-date. Consolidating that data into DonorDock would relieve a lot of stress and create better data to work with.

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Session Notes: DonorDock & QuickBooks

Showcasing another Zapier integration with DonorDock and QuickBooks this week!

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Session Notes: Integrations

Here are the notes from Tuesday's (August 4th) Q&A call which include the steps for setting up the Harness integration.

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Session Notes: Bulk Emails

Last week on our Tuesday call, we had a question posed to us about presenting a summary of the call. We're going to give it a shot here and see if it proves helpful! We're always happy to get you as much information in as many accessible ways as possible. Without further ado, here's our first go at the cliff-notes version of our Tuesday call.

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Email Marketing & Donor Management

A commonality we’ve heard when it comes to email marketing and donor management is our clients would prefer to just use DonorDock, but have years of contact data in multiple systems, like Constant Contact and MailChimp, to name a few.

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The Latest and Greatest in DonorDock

We have many channels in which we gather our customer feedback: one-on-one meetings, user group sessions, email, our support desk, and Feature UpVote. We want you to know we hear you and we are using some of that feedback RIGHT NOW to help us plan our next release of features!

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Connection: The Not-So-Secret Trick for Donor Relationship Building

It may seem elementary but sometimes people are so focused on making a good impression, they forget basic connection tools they'll need in order to be able to reach out to donors or prospective donors at a later date to continue the conversation.

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