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Yes! DonorDock identifies duplicates and helps you merge records to maintain a clean database.

Yes! You can create restricted accounts for volunteers or board members so they only see what’s necessary.

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Yes! You can send individual emails, newsletters, appeals, and stewardship messages directly from DonorDock without using a separate email platform. DonorDock has an easy-to-use drag-n-drop email builder and automations build-in so you can send bulk emails and create drip campaigns. Merge tags allow you to utlize all of the contact information in your CRM to personalize each email in bulk.

Yes! DonorDock includes templates for appeals, donor updates, thank-yous, newsletters, and event communications. With Donor Journey, you can also use Otto to help draft emails specific to your organization and personalized for each journey.

Yes! You can insert donor names, gift details, custom fields, and personalized content using merge tags. This allows you to personalize each email in bulk, something a separate email system can't do outside your CRM.

Yes! Online donors receive an automatic tax receipt and thank-you message, and you can set up additional automated follow-up emails.

Yes!. Using workflows, you can set up multi-step outreach such as welcome journeys, nurture sequences, or stewardship campaigns. Add in tasks for personal follow up, add or remove tags, and more all in the same sequence.

Yes! Emails can be triggered by new donations, first-time gifts, recurring gifts, or specific tags and events.

Yes! You can see open rates, click rates, bounces, and unsubscribes for every email you send and compare emails to each other to see which worked best.

Yes. You can add subscribers from your website directly into DonorDock using connected forms or integrations.