DonorPerfect New Customer Onboarding

DonorPerfect’s New Customer Onboarding pairs you with an entire team of trusted experts whose full time job is to help you set up your system and get acclimated with the tasks you’ll be doing daily in DonorPerfect.

The DonorPerfect Difference

We credit our onboarding success to the mantra that guides all of our steps as we walk you through your new system: People over process.

That means that the DonorPerfect Onboarding Team:

  • Introduces us to you and the unique needs of your organization.
  • Partners you with experts of each step in your Onboarding Journey.
  • Empowers you to design your DonorPerfect system around your goals.
  • Ensures that you’re confident and comfortable using DonorPerfect.

Our Onboarding Team works directly with you to achieve these goals through a series of steps that make up your onboarding journey.

DonorPerfect Phone Representative

Your New Customer Onboarding Journey

Step #1


Meet the Onboarding Team

You’re ready for your first call with the Onboarding Team. On the call, your dedicated onboarding experts will learn more about you and let you know what to expect.

Step #2


Customize Your DonorPerfect System

An onboarding expert will review your DonorPerfect data entry screens with you and assist you in customizing them to the way you and your team work.

Step #3


Transfer Your Data

You’ll send your data to an onboarding expert who will review it with you to determine where it fits best in DonorPerfect, so the transfer is smooth and successful.

Step #4


Activate Donation and Payment Processing

A payment processing expert will power your DonorPerfect system to process donations and payments in a way that handles data entry for you – automatically!

Step #5


Create Your First Online Form

Partner with an onboarding specialist who will guide you through creating and activating an online donation form, step-by-step. Once it’s set, you can collect!

Step #6


Set Your Training Schedule

Now it’s time to customize your training. Learn how to achieve your goals and relieve your pain points. Walk through all of the options available to you with an onboarding expert.

DonorPerfect user on computer

The Journey Continues

The best part of joining the DonorPerfect Community? We’re always here to support you. Here are just some of the ways we honor our commitment to your success well beyond Day 1.

Free New User Webinar Series

This 7-course on-demand training series is available to you immediately and equips you to navigate DonorPerfect like a pro.

The DonorPerfect Welcome Center

Ready for you the moment you log in, the Welcome Center walks you through basic tasks right in DonorPerfect step-by-step at a pace you set.

Access-Anytime Knowledgebase

The knowledgebase is packed with instructional articles that help you accomplish virtually any task in DonorPerfect.

Top-Notch Support Team

Our experienced support team boasts a sky-high retention rate, so every time you call, you talk to someone who’s well-versed in best practices and troubleshooting.

Free Resource Library

From info-packed fundraising guides to watch-anytime webinars, DonorPerfect’s resource library is continuously stocked with new and now content for nonprofits.

Gain a Partner in Your Fundraising Success

Learn more about DonorPerfect Fundraising Software and the community of people committed to the success of your incredible mission. Register for a demo today or give us a call at 800.220.8111.

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