Have you had your data converted, or are manually entering it yourself? Have you completed your private administrative training? If not, contact us at feedback@donorsnap.com.
If so, it's time to get your program up and running! Here is a checklist of setup items to help you:
- Set up all your DonorSnap Users and their Rights to the database and feature menus.
Maintenance > Site-Setup > User Setup (Videos) - Once logged in as Your User, customize your Dashboard Apps
- For the user handling thank you letters, add the app for "Acknowledgements Pending".
- If you are using Online Forms, add the app for "Online Forms Open Records".
- EDs and Administrators may want to add apps for Recent Donations/Top Donors. Build Goals apps related to your Appeals & Campaigns.
- Once logged in as Your User, customize your individual Grids (what appears on the “listing” tab when you go to Community/Contacts). Home > User-Settings
- Create your Thank You letters in Word and upload in to the program (Video)
- Edit drop-downs for BLACK DonorSnap fields (DonationType, Appeal, Accounting Code, etc.) under Maintenance > Site-Setup > DonorSnap Site Lookups (Video)
- Add additional BLUE fields to the program (Attributes, Volunteer Interests, Birthdate, etc.) under Maintenance > Site-Setup > User-Defined Controls (Video)
- Add your Organization Contacts (where you assign an individual contact to a Board member or Key Staff member) under Community > Organization Contacts. (Video)
- Run a Duplicates report. Reports > Administrative Reports > Duplicates Reports to see what duplicates you may have in the system. Run a variety of the different reports, print them out, and go research. (Video)
- Set your System date. Go to Maintenance > Site-Setup > Additional Site-Options. At the bottom click the button for Change Options and enter your End Of Year date in the field.
- Start watching the Webinars under Help > Past Recorded Webinars, and sign up for FREE trainings as part of our Wednesday Webinar series.
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