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Yes. DonorDock automatically identifies duplicate records and helps you merge them safely. Keeping a clean database means your reports are accurate and you're not contacting the same person twice.

Yes. Create restricted user accounts for volunteers and board members so they see only the data and tools they need. You stay in control of permissions and can adjust access anytime.

Yes. send individual emails, newsletters, appeals, and stewardship messages directly from DonorDock without logging into a separate platform. Use the easy drag-and-drop email builder, set up automated drip campaigns, and use merge tags to personalize every message with data from your CRM. Everything you need is in one place.

Yes. DonorDock includes templates for appeals, donor updates, thank-you emails, newsletters, and event communications. With our Stewardship Journeys feature, you can also use Otto (our AI assistant) to help draft emails that fit your organization's voice and personalize them for each journey step.

Absolutely. Use merge tags to insert donor names, gift amounts, custom fields, and other personalized content directly into emails sent in bulk. This is the big advantage of having email built into your CRM—a separate email tool can't personalize like this without leaving your database.

Yes. Online donors automatically receive a tax receipt and thank-you message immediately after giving. You can customize these messages and set up additional follow-up emails to deepen relationships. It's all automatic once you configure it.

Yes. DonorDock's workflows let you set up multi-step outreach like welcome journeys, nurture sequences, or stewardship campaigns automatically. Add in tasks for personal follow-up, tag donors by engagement level, move donors between segments, and more—all in the same sequence. No need to juggle multiple tools.

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, conversion 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. Form submissions can also trigger automations, so you can send a welcome email, assign a follow-up task, or apply a tag automatically the moment someone signs up.