Training Tracks

Click the training track you’d like to learn more about:

Starter Training Track

New to DonorPerfect? Learn the fundamentals right from the start! The Starter Track is designed to introduce you to the key principles of your DonorPerfect system.

GETTING STARTED

Get up to speed with best practices that can help you complete your day-to-day tasks more efficiently.

Best practices for data entry protocols
Improving processes from gift entry to thank you
Pledge entry
Tracking constituent communications

REPORTS AND FILTERS

Know how to navigate Report Center, which reports to use, and how to get targeted results for your specific needs.

Listing reports
Exporting to Excel
Most used financial reports
Selection filters
Sidebar reporting
Using Report Center

ADMIN

Discover which administrative features can help you keep a secure and more efficient database.

Cleaning up your codes
Removing duplicate records
Setting appropriate security access for users

RECURRING GIFT PROCESSING/MONTHLY GIVING

Easily collect recurring contributions from your donors.

Purpose of the Pledge screen
Processing and reconciling transactions
Best practices for data entry protocols
Gift entry to thank you
Pledge entry
Tracking communications with constituents

DONORPERFECT ONLINE FORMS (WEBLINK)
SELF-SERVICE

Provide your donors with a streamlined way of donating online.

DonorPerfect Payment Services and Online Forms
Creating an online donation form
Downloading online donations into DonorPerfect

WEBLINK PRO

Upgrade to WebLink Pro to benefit from more advanced features in DonorPerfect Online Forms.

Update your forms with new fields and transaction items
Add new sections to your forms
Rearrange fields in sections

Core Training Track

The Core Track includes everything in the Starter Track, plus:

CONSTANT CONTACT

DonorPerfect’s integration with Constant Contact enables you to reach out to constituents, donors, and prospects through e-communications and track the success of your marketing campaigns.

Using email campaigns
Creating and managing lists in DonorPerfect
Monitoring responses to email campaigns
Benefiting from past email campaigns for future email campaigns

IMPORT

The import utility saves you time by seamlessly transporting data into DonorPerfect.

Key Data File Setup Tips
The 4-step Import Process
Reviewing Import Results

SMARTACTIONS

Set up triggers that result in automated actions. For example, you can choose to receive a notification when a major gift is received or when a record is deleted from the database.

Set up SmartActions
Learn how to create triggers

EVENTS MANAGEMENT

Manage your events from start to finish with DonorPerfect.

Tracking event details (solicitation codes, expenses, etc.)
Creating an invite list
Managing RSVPs and payments
Organizing attendee information
Creating reports to measure success

Pro Training Track

Ready to be a DonorPerfect Pro? This in-depth training track will give you all the know-how you need to master your DonorPerfect system.

The Pro Training Track includes everything in the Starter and Core Training Tracks, plus:

ACCOUNTING INTERFACE

Integrate and reconcile gift entries with your QuickBooks accounting package.

Synchronizing DonorPerfect and QuickBooks
Posting transactions to QuickBooks
Reconciling between DonorPerfect and QuickBooks

MOVES MANAGEMENT

This tool equips you to design, schedule, and carry out a set of contact “moves” for a group of donors.

The many benefits of Moves Management
Creating and managing plans
Analyzing efforts through reporting

BATCH 2.0

With an overview of Batch 2.0, find quicker ways to enter your gifts and pledges with more accuracy.

Overview of templates
Reviewing gifts and batch details prior to posting

New Staff Training Track