DPCNC Session Spotlight: Getting Started with DonorPerfect Online Forms
More and more donors are giving online as their preferred giving method. Learn how to provide your constituents with the same luxury using DonorPerfect Online Forms!
In the Getting Started with DonorPerfect Online Forms session at this year’s DonorPerfect Community Network Conference, we’ll get you set with DonorPerfect Online Forms by showing you how to:
- Walk through best practices for form setup
- Create a new form together
- Download a gift into a DonorPerfect record
3 Big Benefits of DonorPerfect Online Forms
Designed for nonprofits by nonprofit people, DonorPerfect Online Forms have features that will save your staff time and help you raise more.
With DonorPerfect Online Forms, you can:
Simplify your payment processing.
When you use DonorPerfect’s payment processing in combination with our online forms, you’re cutting out the middleman! From processing online donations to storing valuable donor data, you can keep your operations in-house so you’ll know immediately if a transaction processed successfully or failed.
Streamline your data entry.
When donors submit their payments through your form, their transaction record can be downloaded into DonorPerfect automatically. It’s easy! Just set your item codes (think: GL code) so your gifts are report-ready once they’re downloaded!
Increase recurring donations.
Give your donors the option to turn their one-time gift into a recurring donation at the click of a button! Their pledge record is automatically created by DonorPerfect Online Forms and can be downloaded right into DonorPerfect, including the payment information, which will be stored securely in your processing gateway.
What’s New with DonorPerfect Online Forms Since the Last DPCNC?
The template library has a new look.
Form templates are categorized in a much more visually appealing way. You’ll also find it much easier to select your payment and currency options, as well as choose whether you’d like to accept one-time gifts, recurring gifts, or both.
Update the footer on all pages at once.
Gone are the days where you need to edit each form individually only to insert the same footer over and over again. That’s so time-consuming! Now, you can edit the footer in a single form, then click just one button to update them all at the same time.
Add a video to your form header.
You’re no longer limited to pictures in the headers of your forms. Liven them up with a video! Simply copy and paste the URL into the camera icon in the header toolbar.
Rally your supporters to raise money for you with DonorPerfect Crowdfunding.
This feature is so special, we’ve got a whole session on it. If you’d like to get the scoop on this cool tool in the meantime, check out this inspiring user story.
Check Out All the DPCNC Sessions and Register Today!
We’d love to see you in Philly October 15-16, 2018! Our team cares like you do! We’re volunteers, parents, social workers, animal lovers – people who are honored to create and support technology that furthers your incredible mission. Come and learn from our experts, connect with other nonprofits, and leave feeling empowered and refreshed. Visit the DPCNC website now! DPCNC Session Spotlight: Getting Started with DonorPerfect Online Forms