Donor Impact Lessons with Daniel

You can book any of the lessons below by clicking the one you’d like and selecting a date and time. You will be logged into your Trial account and share your screen as Daniel guides you through your lesson.


Lessons Help You:

  • Get started
  • Commit to spending time in your trial account
  • Understand how to navigate and use the software
  • Build your confidence so you feel comfortable working independently
  • Start to see your account come to life and represent your program and organisation

Lessons Booking Link
Lesson #1: Program, Source & Type
This is a key step in making use of your trial account.
You will learn about setting up the programs/campaigns your donors can allocate funds towards, tracking what prompted the donation (source) and the type (eg. in-kind, cash, credit card, etc.).
Lesson #2: Tax Receipts
This is a key step in making use of your trial account.
You will learn about setting up elements of your tax receipt, the automated email your online donors receive and PayPal payments.
Lesson #3: Donor Data Fields
This is a key step in making use of your trial account.
You will learn about setting up the data fields needed so you can record details on your donors.
Lesson #4: Donor Profiles
This is a key step in making use of your trial account.
During this lesson we will determine how you'd prefer to have people/profiles exist in your account (eg. you manually add them, have Daniel import fake profiles, etc.) and then take action to making that happen accordingly. Once profiles exist, you will be introduced to the variety of data you can house within a profile.
Lesson #5: Donations
You will learn about the experience your donors will have when they give online vs. how you will manually enter off-line donations (eg. cash, in-kind, etc.).
It is recommended that you take Lesson #1 (Program, Source & Type) prior to signing up for this lesson, unless you have already set these up in your trial account.
Lesson #6: Search & Find Donors
You will learn how to search and find donors in your account and pin your regular/common searches to your dashboard.
Lesson #7: Communicating with Donors
You will learn various ways you can communicate with your donors, pinning these communication groups to your dashboard, and creating email templates.
Lesson #8: Reports (Donors/Program)
You will learn how to generate a variety of reports and pinning your commonly used reports to your dashboard.
Lesson #9: Custom Session (Donor Impact)
During this session, Daniel will address any specific areas of your trial experience with which you’d like assistance.