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This article covers adding and modifying Smart Groups. You can also add and modify (regular) Groups . Adding a Smart Group To begin adding Contacts to a Smart Group, leverage your Advanced Search for Contacts to segment your Contact list ...
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Overview The Advanced Search for Contributions lets you search for one or many Contributions based on criteria about those Contributions. You can filter and segment your Contributions based on one or more data points or find Contribution...
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Communicating with your Donors This session is all about communicating with your donors through the DMS. Specifically, learn how to thank your donors, send single or bulk emails, configure the DMS MailChimp integration, and create documents for...
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Exporting All Your DMS Data This article will guide you through the step-by-step process of exporting all your data from the system. Exporting Contacts, Contributions, and Opportunities will cover everything stored in your instance, ensuring ...
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The DMS has Standard Reports that can be modified with Filters and Columns , but your organization may require more unique and customizable Reports. This article will cover how you can customize Reports from a selection of New Reports. ...
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Tax Receipting This session looks at configuring your DMS Tax Receipts, as well as common tax receipting scenarios, including issuing, re-issuing, and cancelling your tax receipts. Experience : Intermediate Duration : 25 minutes Pre-re...
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This article covers adding and modifying Groups. Building regular Groups like these are recommended for contact lists that are manually generated. For lists that have been segmented using Advanced Search criteria, try adding a Smart Group inst...
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To start using the DMS Mailchimp Integration, you'll simply need to connect your Mailchimp account with your DMS following the steps below. —> If you’ve already connected your Mailchimp account, the next step is to sync your DMS Groups with i...
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This article will cover managing a single Campaign. Considerations General All fundraising Campaigns using CanadaHelps are automatically synced to your DMS daily, at around 6 am EST. You can add a new Campaign through the DMS to track ...
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Welcome to the CanadaHelps Donor Management System (DMS)! We’re excited to set you up for day-to-day success and help supercharge your fundraising. The DMS was built especially for charities that fundraise with CanadaHelps and is designed to...