Take your fundraising skills to new heights at the fifth annual DonorPerfect Community Network Conference, September 15 – 16 in King of Prussia, PA. Whether you want to use DonorPerfect more effectively, are trying to launch a new social media campaign, or are looking for new ideas for fundraising, we’ve got just the sessions for you! It’s two full days of DonorPerfect training, fundraising best practices, networking with other professionals, and getting personalized help from our experts.
Free One-On-One Consultations
You can register for a free one-on-one consultation with a member of our staff to learn best practices, explore a new feature, or overcome a challenge you’ve been facing. Did we mention that you can even get a free web design consultation by our expert designers? If you don’t know where to start, we can show you how to get the most from your website and WebLink form. Once registered, we’ll send you the information to sign up for your free consultation.
Extend Your Stay for Even Deeper Training
This optional third-day workshop on September 17 will have you interacting with others using DonorPerfect, learning and applying best practices, and discussing several hot topics in-depth. You will come away with thought-provoking ideas, commonly used strategies, and the tools to begin applying everything that you learn.
Register and Save Before July 31
Take advantage of our Early Bird offer to save on your registration! This offer is only available through July 31, 2014.
This post is from Eleanor Stasio, Implementation & Training Manager for SofterWare (developer of DonorPerfect).
In the Wizard of Oz, the yellow brick road functions as a guide for Dorothy to follow, as it leads her to Emerald City, and the powerful Wizard. Wouldn’t it be nice if everything in life had a yellow brick road? Well, now DonorPerfect has its own Yellow Brick Road, known as Training Tracks. Whether you have just purchased DonorPerfect or you have a new employee starting, you want to know where to start and what to do first. Our new Training Tracks help pave the road to help you easily know what comes next.
Our professional training staff has developed 5 new training packages, from just needing to learn the basics to becoming a power user. Plus, we have added a new Implementation Tab on our website. We want to help you put the key principles of DonorPerfect to work for your Nonprofit. Remember, there’s no place like home, and with a click of a mouse you will be on your way to becoming a wizard in knowing DonorPerfect.
We’re pleased to introduce a new, better-organized, and more intuitive WebLink Form Administration Menu!
The new menu includes fewer sections, and various menu options have been renamed to improve clarity and promote ease-of-use!
The most important and most frequently used options are now at the top of the list, under “The Basics.” This section of the menu provides a step-by-step approach to the essential steps for getting your form up and running.
The second section of the menu enables you to add and edit fields and items, and less frequently used options are included in the third section.
For now, you’ll be able to toggle back and forth between the two menus to get comfortable. The complete change to the new, more intuitive menu will be go into effect at the end of August. This concludes our three-part series of WebLink enhancements to kick off the summer. You can view our first and second posts from June if you missed them.
Have a look at the slider below for a glimpse of the menu and some of the improvements, along with quick instructions on how to switch to the new version as soon as it’s released on July 9th!
Full Release Notes are available in our Knowledgebase.
It’s true; everybody with DonorPerfect will have the ability to send email receipts on June 30 with no changes to your pricing! In the next release of DonorPerfect, we are upgrading all accounts to use the same Receipting platform (we used to call it 2.0) to send acknowledgements. From your feedback, we’ve found that the new platform is easier to use and more intuitive. Plus, it has some great features that everyone should enjoy.
When we first introduced email receipts in 2010, we maintained both version 1.0 and 2.0, but were only able to add new features to 2.0 due to its design. Since then, we’ve been maintaining both versions. But, that took twice as long to program, test, and even prevented us from adding some features that would benefit everybody. To give everyone the best Receipting experience in DonorPerfect, we decided to merge the two versions into one.
Everything You Need to Know: Receipting 101 Knowledgebase Series
To help you learn everything there is to know, we created a Receipting 101 series in our Knowledgebase. Here, you will find fresh new videos, new articles, and a streamlined navigation menu between articles. It’s your one-stop shopping for setting up, emailing, downloading, and even merging your acknowledgements.
Only Want to Send Letter Acknowledgements?
If you only need to send letter receipts, there’s nothing further you need to do. For those of you who were upgraded to the new Receipts, you will only send letter receipts by default (as you do today). For information on the changes to the new Receipting, see this Knowledgebase article or the following FREE webinars below.