• DonorPerfect US
  • DonorPerfect Canada
  • DonorPerfect United Kingdom

Latest Enhancements

Below are the latest enhancements for DonorPerfect, DonorPerfect Mobile, WebLink, and DonorPages. Click on the Highlights tab below for an overview of all enhancements, or the individual product tab to see enhancements for just that product.

Highlignts

New Mail Merge Template Library

In our efforts to continually improve and streamline the process of sending out thank you letters, receipts, acknowledgements and other correspondence using DonorPerfect, we’ve added a brand new feature that we know you’ll love. Found in “Settings”, there’s a new Mail Merge Template Library. No more emailing your colleague every time you need that template on her computer. Now, you’ll upload all of your templates to DonorPerfect once, and use them over and over again.

    Benefits

  • Store all of your mail merge templates in DonorPerfect for one click mail merges of thank you letters, mailings, and more.
  • Use the Library anywhere your team can access DonorPerfect.
  • Ensure consistency. This is especially important if you have volunteers that help you with mail merges and letters. By sharing your template with everyone, you don’t have to guess which letter they are using. It’s already uploaded and stored in DonorPerfect.
    Mail Merge Template Library
    More Info Button



Introducing DPMobile Swipe

Are you searching for the perfect tool to accelerate your fundraising, broaden your impact, and empower your mission? Maybe you’ve been looking for an efficient way to collect and record donations in private meetings with donors, at large events, or anywhere in between. Or, perhaps you’ve been befuddled by trying to track down members for their annual dues. Whatever your particular need, DPMobile Swipe is poised to revolutionize your fundraising with a simple and easy way to collect payment on the go!

Swipe Button
More Info Button



Improved Export Templates

Export Templates are now easier to use and maintain with our new drag-and-drop design. Instead of checking a box to add a field to your template, simply drag a field from the left to the right.

drag and drop fundraising template
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DonorPerfect Alerts

You shouldn’t have to remember the next time you need to perform a routine task in DonorPerfect. Your mission is too important and your time is too valuable. Today, we launched a new feature called DonorPerfect Alerts. It’s designed to inform you of recommended best practices or remind you to complete an important task.

Fundraising Alerts Menu
More Info Button



Social Media Integration

Are you looking for a better way to know what’s important to your donors? If so, our Social Media Integration tool is just what you need! Learning and mastering the art of social media communication can dramatically improve your nonprofit’s reach and effectiveness. With this new release, DonorPerfect is delivering a new tool to help you pursue a more informed fundraising approach.

Using Social Media for Fundraising Banner
More Info Button



Real-Time Fundraising Dashboards in DonorPerfect

Reporting is a critical tool for any fundraising team. Being able to quickly see the current status of all your efforts is needed from a daily to monthly basis. After all, you can’t manage your fundraising efforts if you can’t measure the results. Starting this week, DonorPerfect is making your reporting faster and easier than ever before with our new dashboards feature.

Fundraising Dashboard Landing Pages
More Info Button



The New EFT for Recurring Donations

We set out on a mission to make your job as easy as possible when running a recurring donation program. Although we’ve had this feature in DonorPerfect for many years, it was time to take it to the next level. After months of careful work and Beta testing, we’re please to announce our most integrated monthly donation solution for your most loyal donors.

More Info Button



DonorPerfect Mobile Logo
User Defined Fields for Fundraising Reporting

Find Constituents Near Your Location

Planning your next fundraising trip is easier than ever with the ZIP Code radius search. Simply type in the United States ZIP Code, select how many miles radius you would like to search, and choose your donors and prospects to visit.



Fundraising by Text Messages

Reach Out and Text Someone

Text messages are convenient and a great way to send a quick note to a donor if you’re running late or just want to confirm an appointment. All you have to do now is touch a phone number, and you can send a text without having to copy and paste the donor’s number.


WebLink Fundraising Logo

Asking Donors to Help With the Costs of Online Donation Processing

Today’s donors are more sophisticated and informed than ever. They want to make sure that as much of their donation gets to your nonprofit as possible. How can you help make that happen? WebLink’s new Donors Cover Costs feature allows you to offer donors the option of covering the minor added fee of processing their online payment. This benefits both you and your donors: your organization recoups processing costs while donors are assured that 100% of their donation goes to the cause they support.

Donors Cover Costs
More Info Button



Duplicate Preventing Features

Sometimes, you need to download the same gift from WebLink into DonorPerfect twice because it was deleted. However, you never want to create duplicates! This new feature prevents you from accidentally creating duplicates when downloading from WebLink into DonorPerfect. Now, WebLink checks to see if the entry already exists in DonorPerfect before downloading.

More Info Button



New Alert to Download WebLink Transactions

The Alerts feature in DonorPerfect helps you keep track of the day-to-day tasks necessary to run your organization. We’ve added a new Alerts option to inform you of pending WebLink transactions. Now, you can be notified of pending donations or submissions that are ready to be downloaded from the WebLink RAC (Review and Acceptance Center). Simply click the Alerts menu icon to begin.

Fundraising Menu
More Info Button



Cleaner WebLink Screens

Entry List Screen Improvements, Apply Your Great Header to All Pages with One Click, Set Unlimited Default Item Codes for Every Transaction, and More!

Default Item Codes for Fundraising Stores
More Info button



Test Mode for WebLink Forms

We all know the feeling when you discover a misspelled word, grammar error, or a mistake after you already sent it. Now, you’ll be able to easily test all pages of your online donation form as well as the email confirmation before you send it to your donors.

More Info



Weblink Form Styler

WebLink has always made it simple to processing online donations and integrate the data with DonorPerfect. However, styling the form wasn’t always so simple and often required advanced web developer skills – but not anymore! Now, you can easily create and format a WebLink form with rounded corners and attractive buttons without any programming necessary.

More Info



WebLink Download Improvements

New Weblink download improvements will help you efficiently manage your integrated WebLink form data without wasting precious time just to get your data into DonorPerfect! Thanks to your helpful feedback through Suggest and Vote, we were able to make your priority our top priority and bring you this great enhancement. You will now be able to download an unlimited number of pending entries without having to wait for each one to finish. Once the download is complete, you’ll receive an email with the results.



DonorPages

New Screens to Enhance Peer-to-Peer Giving

Additional public screens have been added to DonorPages sites. These screens can be customized for anything you need such as a photo gallery, a listing of event sponsors, special instructions, and more.



Embed DonorPages Information on Your Website

Easily embed DonorPages information on your website. This includes registration buttons, fundraising progress thermometers, lists of individual fundraisers or team pages, and even the donations received.

More Info

DonorPerfect

New Mail Merge Template Library

In our efforts to continually improve and streamline the process of sending out thank you letters, receipts, acknowledgements and other correspondence using DonorPerfect, we’ve added a brand new feature that we know you’ll love. Found in “Settings”, there’s a new Mail Merge Template Library. No more emailing your colleague every time you need that template on her computer. Now, you’ll upload all of your templates to DonorPerfect once, and use them over and over again.

    Benefits

  • Store all of your mail merge templates in DonorPerfect for one click mail merges of thank you letters, mailings, and more.
  • Use the Library anywhere your team can access DonorPerfect.
  • Ensure consistency. This is especially important if you have volunteers that help you with mail merges and letters. By sharing your template with everyone, you don’t have to guess which letter they are using. It’s already uploaded and stored in DonorPerfect.
    More Info



A New Look and Feel for DonorPerfect

More Info



Introducing DPMobile Swipe

Are you searching for the perfect tool to accelerate your fundraising, broaden your impact, and empower your mission? Maybe you’ve been looking for an efficient way to collect and record donations in private meetings with donors, at large events, or anywhere in between. Or, perhaps you’ve been befuddled by trying to track down members for their annual dues. Whatever your particular need, DPMobile Swipe is poised to revolutionize your fundraising with a simple and easy way to collect payment on the go!

More Info



Improved Export Templates

Export Templates are now easier to use and maintain with our new drag-and-drop design. Instead of checking a box to add a field to your template, simply drag a field from the left to the right.

More Info



DonorPerfect Alerts

You shouldn’t have to remember the next time you need to perform a routine task in DonorPerfect. Your mission is too important and your time is too valuable. Today, we launched a new feature called DonorPerfect Alerts. It’s designed to inform you of recommended best practices or remind you to complete an important task.

More Info



Social Media Integration

Are you looking for a better way to know what’s important to your donors? If so, our Social Media Integration tool is just what you need! Learning and mastering the art of social media communication can dramatically improve your nonprofit’s reach and effectiveness. With this new release, DonorPerfect is delivering a new tool to help you pursue a more informed fundraising approach.

More Info



Real-Time Fundraising Dashboards in DonorPerfect

Reporting is a critical tool for any fundraising team. Being able to quickly see the current status of all your efforts is needed from a daily to monthly basis. After all, you can’t manage your fundraising efforts if you can’t measure the results. Starting this week, DonorPerfect is making your reporting faster and easier than ever before with our new dashboards feature.

More Info



The New EFT for Recurring Donations

We set out on a mission to make your job as easy as possible when running a recurring donation program. Although we’ve had this feature in DonorPerfect for many years, it was time to take it to the next level. After months of careful work and Beta testing, we’re please to announce our most integrated monthly donation solution for your most loyal donors.

More Info



Gear Shortcut for Coded Fields

Quickly add a new code to any coded field by clicking the gear icon. Save time by editing code options without leaving the screen.

More Info


Quickly Search From Any Screen

You can now search for any record from any screen in DonorPerfect! Simply enter a Donor ID to go directly to that record, or enter a name to select a record from the search results.

More Info


Save Time Managing Inactive Codes

Managing your codes in DonorPerfect is now easier than ever! For coded fields such as drop-down lists and Flags, you choose which codes will appear for data entry by making them active or inactive.



Organize Your Fundraising

You can never be too organized or efficient, so we’ve made managing your saved filters a breeze. Not only are filters better organized into folders, but you can search for a filter title, or any part of the filter criteria, to quickly find what you need.

More Info


Charting New Fundraising Heights

Visually plotting your report helps you monitor your fundraising trends in real time and can lead to future insights. The financial Charts in DonorPerfect are designed to help you quickly measure your progress and compare different ranges of data easily.

More Info


Quicker, More Powerful Reporting

SideBar Reporting has revolutionized reporting and analysis by taking a process from 33 clicks down to only four! It’s a completely new way to create filters on the fly in a fraction of the time it used to take – without ever leaving the report screen.

More Info


Your Screens – Fully Customized

The new Screen Designer enables you to easily customize your screens to meet your unique needs. Get data in much more quickly, organize all the donor’s information logically, and help pull those board reports consistently, every time.

More Info


Find Constituents Near Your Location

Planning your next fundraising trip is easier than ever with the ZIP Code radius search. Simply type in the United States ZIP Code, select how many miles radius you would like to search, and choose your donors and prospects to visit.



Password Management Made Secure and Easy

Your DonorPerfect security is still our top priority. Not only are your passwords encrypted, we’ve made it easier to manage each user’s own security. Whether you’ve forgotten your password, can’t remember your username, or need to reset your password, you are only one click away.

More Info


Easy-to-Read Email Templates

Easy just got easier. The Email Templates screen has been enlarged so you no longer have to squint or scroll as much. You can find this by going to Mailings > Email Templates.



Consolidated Notification for Tributes

The Notification tab has been added to Receipts so you can process one letter – to one recipient – for all of the donations that have been made in memory of or in honor of someone. You can also include every donor’s name and address in the letter so that they can write personal thank you notes. Now, that’s efficient!

More Info


Easy Gift Entry

Making easy even easier includes putting routine tasks right at your fingertips. The Search screen now displays an Add New Gift icon next to each constituent in the Search Results as well as an Add Gift link on the Main screen, reducing the number of steps for data entry.

More Info


Find the Constituent Faster

A new Keyword field has been added to the Search screen. The Search function will now compare your search criteria with First Name, Last Name, Middle Name, and Optional Line fields when searching for constituent records. You can use the Keyword field in conjunction with any of the existing fields on the Search screen.



Take the Stress Out of Event Management

You can now track your fundraising events in DonorPerfect through Events Management. Some of the great features are:

  • Integrate your online WebLink registration form to track and manage your event
    in one location
  • Generate invitations, track R.S.V.P. responses, and manage registered attendees
    with their guests
  • Organize attendees and guests into tables and teams
  • Monitor expenses and the status of the event using a suite of specially tailored reports


Email or Letter Receipt? Whatever Your Donor Prefers!

If your donor prefers to receive an email acknowledgement, you can do this with Receipting 2.0. Simply create an Email Template, insert your merge fields, add your logo, and preview your email before it’s sent.

More Info


Never Forget to Save Your Work Again

We’ve all forgotten to save our work in other programs. That used to be tragic when it came time for reconciling or auditing. Now, DonorPerfect asks you if you want to save the information you just changed before navigating away.



DonorPerfect Mobile

Reach Out and Text Someone

Text messages are convenient and a great way to send a quick note to a donor if you’re running late or just want to confirm an appointment. All you have to do now is touch a phone number, and you can send a text without having to copy and paste the donor’s number.



A Picture Is Worth a Thousand Words

Recognizing your donors as soon as you see them is invaluable. Sometimes it’s hard to put the face to the name (and their giving history) unless you have a picture of them. DonorPerfect Mobile Version 3 now allows you to select the Add Photo button to either take a picture on your mobile device or upload it from your photo library!



Full Screen Version for the iPad!

Use all the space of your iPad efficiently by downloading the iPad version from the App Store today!



Update Donor Info in Person

If you’re talking to a donor, you can immediately update their information through DonorPerfect Mobile! Simply select their record to update their name, address, phone, email, or notes.



Delve Deeper into Your Database

You can now access even more of your constituent data from DonorPerfect Mobile. On the Donor Info screen, you can view the Other Info, Links, Flags, and additional Addresses.



Enhanced Protection to Mobile Data Access

DonorPerfect Mobile can prompt you to re-enter your password every time you launch the app to improve the security of your data. Simply enable the security parameter in the Settings menu.


WebLink

Asking Donors to Help With the Costs of Online Donation Processing

Today’s donors are more sophisticated and informed than ever. They want to make sure that as much of their donation gets to your nonprofit as possible. How can you help make that happen? WebLink’s new Donors Cover Costs feature allows you to offer donors the option of covering the minor added fee of processing their online payment. This benefits both you and your donors: your organization recoups processing costs while donors are assured that 100% of their donation goes to the cause they support.

More Info



Duplicate Preventing Features

Sometimes, you need to download the same gift from WebLink into DonorPerfect twice because it was deleted. However, you never want to create duplicates! This new feature prevents you from accidentally creating duplicates when downloading from WebLink into DonorPerfect. Now, WebLink checks to see if the entry already exists in DonorPerfect before downloading.

More Info



New Alert to Download WebLink Transactions

he Alerts feature in DonorPerfect helps you keep track of the day-to-day tasks necessary to run your organization. We’ve added a new Alerts option to inform you of pending WebLink transactions. Now, you can be notified of pending donations or submissions that are ready to be downloaded from the WebLink RAC (Review and Acceptance Center). Simply click the Alerts menu icon to begin.

More Info



Cleaner WebLink Screens

Entry List Screen Improvements, Apply Your Great Header to All Pages with One Click, Set Unlimited Default Item Codes for Every Transaction, and More!

More Info



Test Mode for WebLink Forms

We all know the feeling when you discover a misspelled word, grammar error, or a mistake after you already sent it. Now, you’ll be able to easily test all pages of your online donation form as well as the email confirmation before you send it to your donors.

More Info



Weblink Form Styler

WebLink has always made it simple to processing online donations and integrate the data with DonorPerfect. However, styling the form wasn’t always so simple and often required advanced web developer skills – but not anymore! Over the past few weeks, we have upgraded all WebLink accounts to easily create and format a WebLink form with rounded corners and attractive buttons without any programming necessary.

More Info



WebLink Download Improvements

New Weblink download improvements will help you efficiently manage your integrated WebLink form data without wasting precious time just to get your data into DonorPerfect! Thanks to your helpful feedback through Suggest and Vote, we were able to make your priority our top priority and bring you this great enhancement. You will now be able to download an unlimited number of pending entries without having to wait for each one to finish. Once the download is complete, you’ll receive an email with the results.



Meet the New Fraud Fighter

WebLink now includes an “intelligent” CAPTCHA feature that protects you by fighting illegal fraud on your WebLink form. If it detects fraudulent activity on your form, it automatically appears to ensure those who are filling out the form are legitimate. To complete the form, they will have to enter the distorted letters exactly as they are displayed. As soon as it’s safe again, it will disappear automatically. Your WebLink form is safer with this new feature!

More Info

SmartGive Improves Online Donation Opportunities

Make your online donation form easier to complete and increase your fundraising results by using SmartGive. It’s a breakthrough technology that sends unique “smart” links to constituents, and pre-fills your WebLink form with their name and address information from DonorPerfect! SmartGive perfectly matches on the ID number of your donors so that you never have to worry about duplicates again. Use the Constant Contact integration to email the SmartGive link to your entire email list.

More Info


WebLink Forms Integrated with DonorPerfect Online Events Management

WebLink forms can now be integrated with DonorPerfect’s powerful Events Management feature. Event registrants can add guests, enter T-shirt sizes, meal choices, pay registration fees, sponsor the event, and make additional donations. All information is stored within DonorPerfect’s Events Management, allowing you to assign seating and other features to help you easily manage your event.



Do-It-Yourself Form Template Library

You can now create an unlimited number of online forms for FREE! Within minutes, you can select one of the many WebLink templates available and start collecting donations! It’s included with all DonorPerfect subscriptions.



Become a WebLink Pro

WebLink Pro provides expanded features to customize your forms yourself. Pro allows you to easily add new fields to your forms, specific to your organization. With WebLink Pro, you can decide you need a new form in the morning and go live by the afternoon!

More Info


Increase Donations with Social Media Sharing

Add links to your forms for your donors and registrants to share and promote their involvement via Facebook, Twitter and LinkedIn. When clicked, your constituents can post a link to your form, along with a message you compose. It’s a great way to spread awareness for your cause and increase donations!


DonorPages

New Screens to Enhance Peer-to-Peer Giving

Additional public screens have been added to DonorPages sites. These screens can be customized for anything you need such as a photo gallery, a listing of event sponsors, special instructions, and more.



Enable Participant Limits for Tournaments

Need to run a tournament or limit peer-to-peer fundraising registrants? Now, you can limit the total number of participants, teams, or members of a team. It’s great for bracketed tournaments, golf outings, marathons, or anytime you need to limit participation.



Track General Ledger Codes by Fundraiser Page

Tracking the correct data automatically is essential to running reports after your event, for fundraising and accounting. Now, you can default the General Ledger value for each individual’s fundraiser page. A great use of this feature is for those who raise support for overseas missions.



Embed DonorPages Information on Your Website

Easily embed DonorPages information on your website. This includes registration buttons, fundraising progress thermometers, lists of individual fundraisers or team pages, and even the donations received.

More Info


Quick and Easy Registration Closing

When it’s time to shut down online registration, simply replace the Begin Registration page with a pre-composed message of instructions and your contact info.