Popular Articles

  1. Watch All Training Webinars

    Watch our webinars on everything related to our Donor Management System, including a General Overview, the ins and outs of Tax Receipting, and all about Communicating with your Contacts! Getting Started This session is an overview of the main...
  2. Configuring your Tax Receipt Settings

    To issue Tax Receipts through the DMS , you are required to enter your organization details to ensure the information required by the CRA is properly configured. Please read the following article carefully, as the below settings are fundament...
  3. Connect your Email to the DMS

    Emails through the DMS are powered by our trusted partner SendGrid , the biggest and most secure email provider in the industry. But, in order to perform basic functions like sending emails and tax receipts, you'll just need to connect one prima...
  4. Issuing Tax Receipts in English and French

    Note: Tax Receipts can now be issued in French! After adding a single or multiple Contributions, you can issue Tax Receipts to the Contacts associated with those offline Contributions. But before issuing your first DMS tax receipt, if yo...
  5. Importing Your Donor Data

    Does your charity receive gifts outside of CanadaHelps? And have you been managing this donor data through another CRM? Or maybe you've been tracking it using spreadsheets? No matter the case, if you have donor data you'd like to bring into your n...
  6. Customizing Your DMS: Basic Steps

    Once you've had your Kick-Off Call with your Onboarding Expert, follow these next steps to configure your charity information so you can start using the system. Donor Communications  1. If you haven't done so already, connect your email to ...
  7. Sending a DMS Mail to Contacts

    The DMS has a built-in DMS Mail tool (previously known as the bulk email tool) that can be used for your newsletters, announcements and any other mass communications with your Contacts. 🎥   Prefer to watch a guided  walk-through o...
  8. Adding & Managing an Email & Letter Template

    Custom Message Templates can be used for Single Emails , Thanking your Donor (Email & Letter formats), and other MailMerge functions. These Templates can be used to save emails and letters that you plan to send on a recurring basis. ...
  9. Modifying the Default Tax Receipt Thank You Note

    Your DMS-issued tax receipts come pre-set with a default tax receipt Thank-You note located at the top of all tax receipts (regardless of type). This article will cover how to modify the Thank You Note at the top of the Tax Receipt itself. ...
  10. Importing Contacts in Bulk (Import Tool)

    This article will cover how to import a large number of Contacts into your DMS at once using the Bulk Import tool for Contacts . Preparing for Import 1. Download our two handy Data Templates, and use them as guides when preparing your cont...