Training Tracks

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 Icon

GETTING STARTED

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

Proposed Topics:

  • Best practices for data entry protocols
  • Improving processes from gift entry to thank you
  • Pledge entry
  • Tracking constituent communications
Reports and filters Icon

REPORTS AND FILTERS

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

Proposed Topics:

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

ADMIN

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

Proposed Topics:

  • Cleaning up your codes
  • Removing duplicate records
  • Setting appropriate security access for users
Monthly Giving Icon

RECURRING GIFT PROCESSING/MONTHLY GIVING

Easily collect recurring contributions from your donors.

Proposed Topics:

  • 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
Online Forms Icon

DONORPERFECT ONLINE FORMS (WEBLINK) SELF-SERVICE

Provide your donors with a streamlined way of donating online.

Proposed Topics:

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

WEBLINK PRO

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

Proposed Topics:

  • 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 Icon

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.

Proposed Topics:

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

IMPORT

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

Proposed Topics:

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

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.

Proposed Topics:

  • Set up SmartActions
  • Learn how to create triggers
Events Management Icon

EVENTS MANAGEMENT

Manage your events from start to finish with DonorPerfect.

Proposed Topics:

  • 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 Icon

ACCOUNTING INTERFACE

Integrate and reconcile gift entries with your QuickBooks accounting package.

Proposed Topics:

  • Synchronizing DonorPerfect and QuickBooks
  • Posting transactions to QuickBooks
  • Reconciling between DonorPerfect and QuickBooks
Moves Management Icon

MOVES MANAGEMENT

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

Proposed Topics:

  • The many benefits of Moves Management
  • Creating and managing plans
  • Analyzing efforts through reporting
batch 2.0 Icon

BATCH 2.0

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

Proposed Topics:

  • Overview of templates
  • Reviewing gifts and batch details prior to posting

New Staff Training Track

Getting Started Icon

GETTING STARTED

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

Proposed Topics:

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

ADMIN

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

Proposed Topics:

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

REPORTS AND FILTERS

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

Proposed Topics:

  • Listing reports
  • Exporting to Excel
  • Most used financial reports
  • Selection filters
  • Sidebar reporting
  • Using Report Center
Monthly Giving Icon

RECURRING GIFT PROCESSING/MONTHLY GIVING

Easily collect recurring contributions from your donors.

Proposed Topics:

  • 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

Training Track by Role

Make the most of your training investment by focusing on topics specific to your role. Choose the the training track that best describes what you do at your organization.

Director of Development Icon

DIRECTOR OF DEVELOPMENT

In this training track, you'll learn how to:

  • Analyze DonorPerfect's reports
  • Create 5 key financial reports in DonorPerfect
  • Turn dashboard data into actionable information
  • Keep your constituents engaged
  • Effortlessly update your board
Executive Director Icon

EXECUTIVE DIRECTOR

In this training track, you'll learn how to:

  • Create 5 key financial reports in DonorPerfect
  • Turn dashboard data into actionable information
  • Keep your constituents engaged
  • Benefit from DPMobile's powerful features
  • Effortlessly update your board
Admission / Development Associate

ADMINISTRATOR / DEVELOPMENT ASSOCIATE

In this training track, you'll learn how to:

  • Set up records for accurate lists
  • Produce thank you letters quickly
  • Access your records with selection filters
  • Get the data you need with DonorPerfect's reporting tools
Finacial Specialist

FINANCIAL SPECIALIST

In this training track, you'll learn how to:

  • Enter gifts into DonorPerfect
  • Use DonorPerfect's receipting feature
  • Create 5 key financial reports
Special Events Coordinator Icon

SPECIAL EVENTS COORDINATOR

In this training track, you'll learn how to:

  • Best track various types of constituents
  • Turn event attendees into donors
  • Perform events management tasks in DonorPerfect
  • Use DonorPerfect's integrated online forms for registrations
Grant Writer Icon

GRANT WRITER

In this training track, you'll learn how to:

  • Profile grant funders
  • Meet tight deadlines
  • Effectively track the life cycle of grant
  • Monitor financial gains from grant awards
Communicatinos Director Icon

MARKETING / COMMUNICATIONS DIRECTOR

In this training track, you'll learn how to:

  • Pull targeted lists for marketing segmentation
  • Understand DonorPerfect's time-saving merge feature
  • Create, send, and report on emails
Volunteer Cooridnator

VOLUNTEER COORDINATOR

In this training track, you'll learn how to:

  • Enter volunteer information
  • Import volunteer hours
  • Report on volunteers' interests and activities
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