[Donor Management System] Join our Live Training Webinars

Join our weekly live webinars on everything related to our Donor Management System.

You’ll be able to register for as many live webinars as you need. Can’t join at a particular time? Watch a recent recording for each webinar below.

–> Quick Tips before your Live Training Webinar


Getting Started

This session is an overview of how the DMS functions and its most common features.

Experience: Beginner
Duration: 60 minutes

When: Every Monday and Wednesday at 1 pm EST
Pre-requisites: None

🗓 Register Now (English)🎥 Watch Recording (English)

Agenda:

  1. Getting Started & Home
  2. Contacts
  3. Contributions
  4. Receipting & Non-Charitable Receipting
  5. Emails & Thanking Your Donor
  6. Activities, Relationships & Tags
  7. Campaigns & Opportunities


Reporting, Mailing Lists & Bulk Emails

Learn how to pull reports, create mailing lists, send mass emails and more.

Experience: Intermediate
Duration: 60 minutes

When: Every Tuesday and Thursday at 1 pm EST
Pre-requisites: Getting Started

🗓 Register Now (English)🎥 Watch Recording (English)

Agenda:

  1. Advanced Search
  2. Groups & Smart Groups
  3. Reports
  4. Bulk Emails

Tax Receipting

From configuring your Tax Receipts to issuing, re-issuing, cancelling and everything in between.

Experience: Intermediate
Duration: 60 minutes

When: Every Tuesday and Thursday at 3 pm EST
Pre-requisites: Getting Started

🗓 Register Now (English)🎥 Watch Recording (English)

Agenda:

  1. Configuring your Tax Receipts
  2. Modifying your Tax Receipt Email & Thank-You Message
  3. Issuing, Re-Issuing & Cancelling Tax Receipts
  4. Issuing Yearly Tax Receipts
  5. Issuing Corrected Tax Receipts
  6. Learn more

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