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Donor Management System
Fundraising Solutions
Table of Contents
Table of Contents
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Refine
Donor Management System
Fundraising Solutions
Refine
Donor Management System
Fundraising Solutions
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Glossary
Donor Management System
1. Getting Started
2. Importing Data During Onboarding
3. Customizing your DMS
4. Training Webinars
5. Dashboard
6. Contacts
7. Contributions
8. Campaigns, Funds, & GL
9. Receipting
10. Communicating with your Donors
11. Opportunities
12. Reports
13. Settings
What's New?!
Fundraising Solutions
CanadaHelps Profile
Customizable Donation Forms (CDF)
Peer-to-Peer Fundraising (P2P)
Ticketed Events
Donations of Securities
Cause Funds
Other Promotional Opportunities
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Donor Management System
10. 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
()
Adding & 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
(4)
Understanding the DMS Mailchimp Integration
()
Configuring your Mailchimp Settings
()
Syncing DMS Groups with your Mailchimp Account
()
Tracking Sent MailChimp Emails in the DMS
()