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Donor Management System
Charity OS
Fundraising Solutions
Table of Contents
Table of Contents
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Refine
Donor Management System
Charity OS
Fundraising Solutions
Refine
Donor Management System
Charity OS
Fundraising Solutions
Home
Glossary
Donor Management System
1. Getting Started
2. Customizing your DMS
3. Training Webinars
4. Dashboard
5. Contacts
6. Contributions
7. Campaigns, Funds, & GL
8. Receipting
9. Communicating with your Donors
10. Opportunities
11. Reports
12. Settings
What's New?!
Exporting your Data
A Step-by-Step Guide: How to Export All Your DMS Data
Charity OS
Contacts
Overview of your Contacts Tab
Contact Types
Manage Your Contacts
Donations
Manage Your Donations
Settings
Configure Your Tax Receipt Settings
Data Import
Importing Donations in Bulk
Importing Contacts in Bulk
Customize the Default Tax Receipt Emails
Customize the Tax Receipt Thank You Note
Contact Settings
Donation Settings
Tax Receipting
Manage Your Tax Receipts
Fundraising Solutions
CanadaHelps Profile
Customizable Donation Forms (CDF)
Peer-to-Peer Fundraising (P2P)
Ticketed Events
Donations of Securities
Cause Funds
Other Promotional Opportunities
Home
Donor Management System
9. Communicating with your Donors
Learn how to thank your donors, create mailing labels, and use DMS Mail to send single and bulk emails.
DMS Mail (Bulk Emails)
(8)
Sending a DMS Mail to Contacts
()
Designing a DMS Mail
()
Ensure Clear Images in your DMS Mail
()
Creating & Managing DMS Mail Templates
()
How to Clone a DMS Mail Template
()
Bypassing Spam Filters for Better Email Deliverability
()
Navigating a DMS Mail Report
()
Track and Remove Contacts who Unsubscribe from a DMS Mail
()
Single Emails and Letters in the DMS
(5)
Single Emails
(2)
Letters & Documents
(2)
Adding & Managing an Email & Letter Template
()
Thanking Your Donors
(2)
Sending Thank You Emails & Letters
()
Thanking Donors in Bulk Based on Dedication
()
Mailchimp Integration
(2)
Configuring your Mailchimp Settings
()
Tracking Sent MailChimp Emails in the DMS
()