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When you import a list, DonorDock uses composite contact matching, a combination of name and address, to see if a contact already exists. If it does, your existing record stays put. Any demographic fields that were empty on the existing contact (like phone, email, or address line 2) get filled in from the new file, so you keep your full history and gain the new details in one pass. Nothing is overwritten, and likely duplicates are flagged so you can review before merging.

Yes. DonorDock giving pages support tracking pixels from Meta (Facebook/Instagram) and Feathr out of the box. Paste your pixel ID into your giving page settings and DonorDock handles the rest, so you can measure ad performance, attribute donations, and optimize campaigns without leaving your CRM.

Yes. Switching to DonorDock is straightforward, and most nonprofits complete data migration within 10 days premium onboard experience. DonorDock was voted "Easiest to Setup" on G2. We provide human help, detailed instructions, and personal guidance through the upload process. Learn more about migrating your data.

Your onboarding unfolds in three phases. First, we set up your system -- migrating data, configuring settings, and authenticating your email domain. Next, we activate your team with hands-on training so everyone feels confident. Finally, we focus on growth -- building automations, dashboards, and a written plan so you know exactly what to do after onboarding wraps up.

DonorDock offers the ONE plan at $500/month billed annually. It includes everything: CRM, email marketing, online giving, text messaging, project management, Otto AI assistant, ActionBoard, Smart Nudges, automations, reporting, volunteer tracking, 100+ integrations, and unlimited contacts. One plan, one price, everything included.

DonorDock combines three key advantages: a true all-in-one platform (CRM, email, online giving, text, project management, and AI in one plan), unlimited contacts with no per-contact penalties, and consistently top ratings for easiest setup and best support across review platforms. G2 rates DonorDock 9.6 for Ease of Use, 9.5 for Ease of Setup, and 9.8 for Support Quality.

DonorDock's ActionBoard gives your team a clear, prioritized list of what to do today, surfacing time-sensitive actions like donor anniversaries and lapsed supporter re-engagement. Bloomerang focuses on retention scores and engagement metrics that require interpretation, making DonorDock more immediately actionable for busy staff.

DonorDock's ONE plan includes CRM, email marketing, online giving, text messaging, project management, and AI in a single price. DonorPerfect starts at $450/month and requires separate paid add-ons for email, online giving, and other features, making the total cost significantly higher as you add capabilities.

Yes. DonorDock's ONE plan includes unlimited contact records with no per-contact fees. Growing your donor base never comes with a penalty.

The Smart Steward Method is a fundraising framework created by DonorDock for building lasting donor relationships. It is a three-step process (Evaluate, Establish, Execute) designed to help nonprofits scale their fundraising without massive teams or complex technology.