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.

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.

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

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!

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.

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.

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.

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.

Showcasing another Zapier integration with DonorDock and QuickBooks this week!