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

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

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

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

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

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

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

DONORPAGES

DonorPages online peer-to-peer fundraising system can empower your constituents to raise funds on behalf of your mission.

Proposed Topics:

  • Overview of DonorPerfect, DonorPages, and DonorPerfect Online Forms
  • Understanding the fundraising cycle
  • Creating a fundraising site

RECEIPTING

Proposed Topics:

  • Understanding key gift entry fields
  • Setting up a letter template
  • Sending thank-yous in just 5 clicks

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.

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

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

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

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

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

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

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

INVENTORY MANAGEMENT

Inventory Management allows you to keep track of product orders associated with a gift.

Proposed Topics:

  • Setting up and modifying inventory
  • Entering and processing orders
  • Reviewing inventory reports

New Staff Training Track

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

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 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

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

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

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

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

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

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

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

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 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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