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Understanding Relationships Your DMS allows you to configure relationships between Contacts, such as “Employee of Company X” or “Household member of Household Y”. Relationships can be set as follows: Individual to Individual Individual to ...
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In the Donor Management System, you can change a Contact's Contact Type. This can be useful in cases where you've manually added a new Contact to the DMS and mistakenly set the Contact as the wrong Contact Type, but this Contact has data that yo...
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Once you’ve sent out a DMS Mail (Bulk Email ) to your Contacts, you can view detailed reports about the mailing's performance. —> Learn how to send a Bulk Email to Contacts Viewing Your DMS Mail Reports a) Through the DMS Mail T...
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Your Contacts can choose to unsubscribe from any email sent using DMS Mail (Bulk Email) . In the article below, we will outline how you can track which Contacts have unsubscribed from your emails for your records Unsubscribing from DMS Mail E...
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The Donor Management System (DMS) is a system designed to help you better understand your donors so you can make informed decisions, cultivate relationships , and, ultimately, raise more money to fund your mission. It can also help yo...
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You can use the Campaigns tab in your DMS to track and centralize all donations pertaining to the same fundraising appeal , whether online or offline. Overview By selecting Campaigns in the Main Menu, you will be directed to the main scr...
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Types of Contacts in the DMS The DMS has 3 different Contact Types There are three different Types of Contacts in the DMS: (1) Individuals , (2) Households , and (3) Organizations . Different Contact Types are impor...
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Once you have opened a Report, it can be filtered by a variety of fields to narrow its focus. After you have all of your desired Filters in place, you can also export the data in these Reports. Filtering Reports 1. Visit the Reports Tab ...
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You have the option of exporting all of your Contributions or the results of a simple or Advanced Search. You can also select which DMS fields you would like to export. This can be useful if you need to export some of your data and import it to Q...
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While using your DMS, certain scenarios may require modifications to some Contributions coming from CanadaHelps.org to help in your administrative tasks. As a reminder, CanadaHelps Contributions are donations made through any of the CanadaHelps f...