By
Erika Rheault
On
January 14, 2021
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Session Notes: Website best practices (and sites by DonorDock!)

During this week's success call, we discussed best practices for your website and the new Websites by DonorDock product offering where we help you refresh your current site or create a new website.

Session Notes: Year-End Reporting

This session highlighted new updates and discussed how to best utilize DonorDock for year-end tasks.

By
Erika Rheault

Session Notes: New Updates & Improved DonorDock

Our session was an open forum to discuss some of the updates that have been made and answer any questions about the layout updates and anything related to DonorDock.

By
Erika Rheault

Session Notes: Action Board

The Action Board is driven to ensure you are focused on the right things at the right time. It is the hub that shows you who needs engagement, how to engage them, and when.

By
Erika Rheault

Session Notes: Marketing & Bulk Emails

In this session, we discussed how we to take the steps to add a marketing list, create an email template, send a bulk email and what it looks like to track the activities for that email.

By
Erika Rheault

Session Notes: Relationships, Badges, & Marketing Lists

Relationships give us insight into what each contact is like individually from a giving perspective. We are also able to track a connection that tells us more about our donors, improving our engagement.

By
Erika Rheault

Session Notes: 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!

By
Erika Rheault

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.

By
Erika Rheault

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.

By
Erika Rheault
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