All Features

CRM

  • Create unlimited constituent profile records
  • Include a constituent profile picture on each record
  • Notify users of important information regarding the constituent in a scrolling tickler field
  • Add constituents to a family or household
  • Place constituents in user-defined categories
  • Include the constituents’ employer and their title for full relationship reporting
  • Tag anonymous donors for public reporting
  • Use full name, nickname, maiden name, reporting name, formal salutation or informal salutation for customized communication
  • Easily add constituents to email lists to be used with email marketing
  • Track companies by industry for robust reporting
  • Export all constituent data directly to Excel
  • Flexible search & filtering across constituents
  • Build robust relationships between constituents
  • Create automatic relationships between Employer & Employees
  • Quickly establish user-defined relationships types
  • Categorize relationships between family, business or any other description
  • Hyperlink directly to related profiles
  • Easily see who you know that works at a certain company
  • Store Social Media

    Store Social Network Pages

  • Track Interactions

    Track Interactions

  • Import Documents

    Import Documents

  • Import Documents

    Import Documents

  • Maintain multiple addresses, phones & emails for each constituent
  • Store constituents’ social network pages, including their website, blog, Facebook, Twitter & LinkedIn accounts
  • Personalize your communications using constituent profile details
  • Send Newsletters/Campaigns via integrated Email Marketing
  • Request feedback using online Surveys and Polls
  • Create email lists based on specific profile or gift data
  • Click on an email address to send an individual email
  • Easily add a button on your website for constituents to join your email lists
  • Allow constituents to view previous email campaigns with a Campaign Archive on your website
  • Track phone calls, emails, events or any other type of interaction with your constituents
  • Create and assign follow up tasks to others at your organization
  • View a list of your open follow up tasks
  • Attach unlimited documents to constituent records
  • Add tags to each document for easy searching
  • Categorize documents with user-defined categories
  • Create hyperlinks to documents stored online
  • Export lists to Excel that contain hyperlinks to the documents stored
  • Create Company Relationships

    Create Company Relationships

  • Create Family Relationships

    Create Family Relationships

  • Create Constituents

    Create Constituents

  • Create Companies

    Create Companies

Fund Raising

  • Create general, in-kind, stock donations or pledges
  • Distinguish between cash & check payments
  • Classify each gift with user-defined funds, events & appeals
  • Apply gifts to a particular family or household
  • Assign a different name for gift reporting and recognition
  • Split gifts across different funds, events & appeals
  • Classify tribute gifts that are in memory of, in honor of, or in name of
  • Attribute soft credits for gifts made by more than one constituent
  • Track matching gift constituents and percentages
  • Tag gifts that are anonymous
  • Distinguish the tax deductible amount of the gift from the total gift amount
  • Identify gifts as pending in case they are not finalized
  • Look up the current stock price on Google Finance for stock donations
  • Complete pledge payment tracking, including payment dates and remaining balances
  • Calculate pledge schedules on number of years or payment amounts
  • Select from multiple payment frequencies
  • Adjust specific due dates and/or amounts for unique payment schedules
  • Classify each pledge with user-defined funds, events & appeals
  • Attribute pledges to a particular family or household
  • Assign a different name for reporting and recognition
  • Split pledges across different funds, events & appeals
  • Classify tribute pledges that are in memory of, in honor of, or in name of
  • Track matching pledge constituents and percentages
  • Attribute soft credits for pledges made by more than one constituent
  • Designate pledge overpayments as an additional gift or towards the next payment due
  • Identify pledges as pending in case the required documentation has not been received
  • Create Email Campaigns

    Create Email Campaigns

  • Send Individual Emails

    Send Individual Emails

  • Export to Excel

    Export to Excel

  • Send personalized email acknowledgements using profile and/or donation data
  • Instantly create email lists of constituents based on gift or pledge data
  • Send acknowledgement emails through integrated email marketing
  • Click on an email address to send an individual email
  • View who opened their email or clicked on any links in the email
  • Include a donor satisfaction survey in your gift acknowledgement
  • Export gift and pledge information across all donors
  • Excel based flexible reporting options
  • Store gift and pledge documentation on the constituent record
  • Analyze donations over time by relationship type
  • Search & Filter gifts by gift details or constituent categories
  • View gifts by family or household
  • Group donations by solicitor
  • Track all Pledges

    Track all Pledges

  • Create Pledge Payment Schedules

    Create Pledge Payment Schedules

  • Gift Types

    Gift Types

  • Gifts in Tribute

    Gifts in Memory Of

  • Track all Gifts Types

    Track all Gift Types

Event Management

  • Create unlimited events with custom registration pages
  • Allow unlimited ticketing options with specific pricing
  • Include non-refundable transaction fees for any ticket level
  • Offer additional event options to purchase with any ticket plan
  • Use the html editor to create custom descriptions of each ticket level
  • Ability to create a fully customizable “Register Now” button – change the text, color, font or size
  • Customize your event registration page with colors, fonts, your logo, error messages and much more
  • Apply professional, pre-designed themes to your event registration page
  • Upload a document and specify if it requires the attendee’s acknowledgement
  • Add a “Register Now” button to your website
  • Publish a “Register Now” button on your social media pages
  • Include a “Register Now” button in your email communications
  • Allow attendees to pick their ticket level and any additional purchases
  • Show updated cost as the attendee makes their selections
  • Fully secured transactions – no credit card information stored at DonorView
  • Allow event attendees to join your email lists directly from the registration page
  • Customize the acknowledgement email with an advanced html editor
  • Send automatic acknowledgement emails to event participants
  • Receive internal notification emails for each event registration received
  • Send Event communications via integrated Email Marketing
  • Click on an email address to send an individual email
  • Request event feedback with integrated surveys and polls
  • Manage events from your mobile device

Memberships + Programs

  • Create unlimited membership plans
  • Allow unlimited plan levels with specific pricing
  • Include non-refundable transaction fees for any plan level
  • Offer additional membership benefits with any plan
  • Use the html editor to create custom descriptions of each plan level
  • Ability to create a fully customizable “Join Now” button – change the text, color, font or size
  • Customize your membership registration page with colors, fonts, your logo, error messages and much more
  • Apply professional, pre-designed themes to your membership registration page
  • Upload a document and specify if it requires the member’s acknowledgement
  • Add a “Join Now” button to your website
  • Publish a “Join Now” button on your social media pages
  • Include a “Join Now” button in your email communications
  • Allow members to pick their membership plan and any additional benefits
  • Show updated cost as the member makes their selections
  • Fully secured transactions – no credit card information stored at DonorView
  • Allow members to join your email lists directly from the registration page
  • Customize the acknowledgement email with an advanced html editor
  • Send automatic acknowledgement emails to new members
  • Receive internal notification emails for each membership registration received
  • Send Membership communications via integrated Email Marketing
  • Click on an email address to send an individual email
  • Request feedback from your members with integrated surveys and polls
  • Manage memberships from your mobile device

Peer 2 Peer Fundraising

  • Setup multiple community fundraising events
  • Insert and display event dates, locations and event descriptions
  • Get notified via email whenever a donation is submitted
  • Insert a target amount for your fundraising event
  • Enter instructions for donors to send in donations by check
  • Insert contact information the event contact person
  • Charts and graphs that can be embedded on your website to show progress
  • Campaign fundraising to goal comparison bar graph
  • Team participant chart
  • Top team fundraising bar graph
  • Top individual fundraising bar graph
  • Track all incoming donations on a grid for all teams and individuals
  • Community Fundraising Portal for your participants
  • Participants can create new accounts to help fund raise for your event
  • They can create their own custom donation pages.
  • Add their own personal story to the page
  • Insert their personal fundraising goal
  • Keep supported updated with new photos and status updates
  • Supports can donation right on the fundraising page
  • Fully secured transactions – no credit card information stored at DonorView
  • They can track their supporters and each donation
  • Track their teams fundraising status

Email + Social Marketing

  • Import contacts from Microsoft Excel, CSV file, Gmail, or Yahoo! email accounts
  • Combine multiple contact lists into one list
  • Segment your contact list by multiple criteria and categorize to keep things organized
  • Create targeted segments of your list based on specific actions from your previous campaigns, such as opens or clicks on specific links
  • Quickly find, maintain, and update recipient information with search, filter, and edit tools
  • Capture customized information about contacts and use that information as mail merge fields to create personalized correspondence
  • Manage contact unsubscribes to specific lists or to all lists
  • Allow your contacts to manage their subscription preferences, or automatically unsubscribe emails that were hard bounced
  • Dynamically create unlimited auto responders
  • Choose from hundreds of predesigned templates from the library
  • Import existing templates from your computer
  • Design your own template using a simple drag & drop builder, customize by different color palettes, insert your pictures (unlimited image storage), including links to your social media websites, among many other options
  • Edit the template code using a sophisticated HTML editor
  • Change the layout of existing templates with a simple drag & drop editor
  • Customize email footers
  • Test Preview

    Test Preview

  • Distribute to Social Media

    Distribute to Social Media

  • Send Campaign

    Send Campaign

  • Statistics Dashboard

    Statistics Dashboard

  • Charts and Graphs

    Charts and Graphs

  • Social Media Statistics

    Social Media Statistics

  • Free test preview for email in more than 25 email clients and mobile devices, such as Gmail, Yahoo!, or Outlook, and on various devices such as iPad, iPhone, or Android-based
  • Check to make sure your emails will make it through spam filters
  • Identify broken or invalid links included in your template
  • Distribute campaign via email and social media (Facebook, Twitter, LinkedIn)
  • Send your campaign immediately or schedule a time for it to be sent
  • Archive sent campaigns
  • Template Library

    Template Library

  • Layout Builder

    Layout Builder

  • HTML Editor

    HTML Editor

  • Customizable Footer

    Customizable email footer

  • Create Contact List

    Create Contact List

  • Insert Merge Fields

    Insert Merge Fields

  • Manage Unsubscribers

    Manage Unsubscribers

Online + Social Surveys

  • Import contacts from Microsoft Excel, CSV file, Gmail, or Yahoo! email accounts
  • Combine multiple contact lists into one list
  • Segment your contacts list by multiple criteria and categorize to keep things organized
  • Create targeted segments of your list based on specific actions from your previous campaigns, such as opens or clicks on specific links
  • Quickly find, maintain and update contact information with search, filter, and edit tools
  • Capture customized information about contacts and use that information as mail merge fields to create personalized correspondence
  • Manage contact unsubscribes to specific lists or to all lists
  • Allow your contacts to manage their subscription preferences, or automatically unsubscribe emails that were hard bounced
  • Dynamically create unlimited auto responders
  • Create various types of surveys, including traditional Q&A surveys, polls, etc.
  • Select a survey from our survey library to customize, or create your own using numerous font and color choices
  • Include different question types, including star ratings, check boxes, scale ratings, text areas, and contact information
  • Ensure responses to questions by making certain answers mandatory
  • Allow users to skip to different questions based upon their answers to other questions
  • Provide users the option to add comments to their responses
  • Randomize answers for each respondent to avoid bias in survey results
  • Change the order of questions with our easy-to-use question and answer setup
  • Attach customizable tags to each survey to easily categorize them
  • Allow respondents to answer anonymously or to take the survey multiple times
  • Customize each survey with different welcome messages, start buttons, and thank you messages
  • Enhance your survey by selecting from our color palettes
  • Adjust the look and feel of your questions and answers
  • Avoid receiving results from robots and spammers by requiring respondents to enter a Captcha response
  • Preview Survey

    Preview Survey

  • Lots of Settings

    Lots of Settings

  • Post to Social Media

    Post to Social Media

  • Survey Statistics

    Survey Statistics

  • Survey Statistics

    Survey Statistics

  • Survey Statistics

    Survey Statistics

  • Preview your survey exactly the way it will appear to your respondents prior to distributing it
  • Distribute survey via email and social media (Facebook, Twitter, LinkedIn)
  • Send your survey immediately or schedule a time for it to be sent
  • Automatically send reminders to people who have not taken the survey
  • Receive an automatic notification when a respondent takes your survey
  • Define the period of time that your survey or poll will be active
  • Quickly check the status of your survey from an easy-to-read dashboard
  • Check your email delivery statistics, including who opened or forwarded the survey and which ones bounced or unsubscribed
  • See who is liking, sharing, or commenting on your survey on your social media sites
  • View up-to-the-minute survey results as respondents complete the survey
  • Comprehensive survey results allow you to analyze the success of your survey
  • Identify critical points within your survey where respondents abandon it before completion
  • Export complete survey results to CSV files for statistical analysis
  • Link survey questions to each other over time for trend analysis
  • Automatically end your survey or poll after it has reached a maximum number of responses
  • Drill down into survey results for targeted lists of respondents
  • Edit List

    Edit List

  • Segment Contacts

    Segment Contacts

  • Manage Subscription

    Manage Subscription

  • Style Survey

    Style Survey

  • Question Types

    Question Types

  • Manage Subscription

    Custom Welcome Message