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DataMiner Platinum

Create Simple Custom Reports Using Only Filters:

Tips for simple reports:

  • Leave the Query Builder tab blank to select all records.
  • Add filters in the Review tab to narrow your results like you would in any other DonorSnap grid.
  • Sort your results by clicking on the column title.

Learn more: DataMiner Platinum Beginner training

Create Powerful Custom Reports Using the Query Builder

Tips for building queries:

  • Date ranges are best in the Query Builder
  • AND means the record must match every line
  • When using OR, always use parenthesis around the lines connected by OR

Learn more: DataMiner Platinum Intermediate training

Mass Email Campaigns

Send emails to your whole database (or a targeted segment)

Included with each DonorSnap subscription is the ability to send twice the number of emails as your contact limit each month.

Tips for sending mass emails:

  • Upload images to your organization's website and use the insert image URL button on the toolbar.
  • Create personal emails by adding mail merge fields.
  • No HTML experience? Try an html email builder tool to create fancier looking emails.

Learn more: Mass Email Campaigns training

Online Donations with goEmerchant

Collect online donations that feed directly into DonorSnap

Save time loading donations into DonorSnap

All Responsive Form submissions go into the sandbox for you to review and edit if needed.

  1. Auto-link the donations to existing contacts with a matching email address.
  2. Check the box to select your records.
  3. Click the button to load the donations into existing and new contact records.

Learn more: Online Donation Forms training

Save money: goEmerchant will meet or beat your current processing fees

Contact goEmerchant to set up your payment processing account

To ask questions about credit card or ACH (bank account) processing or to get started, go to https://www.goemerchant.com/offers/partners-isv-donorsnap or call Kevin directly at 856-546-3810.

For any questions about the Responsive Forms tool, please contact DonorSnap support at support@donorsnap.com.

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