Webinars

DonorPerfect New Users Webinar Series

Free Introductory Webinar Series

DonorPerfect New User Webinars are designed to help you learn the basics of your system. These info-packed courses cover everything from system overview to receipting, beginning to end and will help you take your best step forward as you get started with DonorPerfect software.

Because we know you’re busy, these webinars are set up so you can take them within your first 6 weeks of using DonorPerfect. After you complete them, you’ll have the knowledge and best practices you’ll need to successfully navigate your new DonorPerfect system.

Register for the DonorPerfect New User Webinars now!

Your journey starts with Step 1. Meet DonorPerfect, your new fundraising growth partner!

For best results complete steps 1-7 in order within 2 weeks of starting with DonorPerfect. Click Step 1 to begin.

STEP

1

What is DonorPerfect?

This webinar provides new DonorPerfect Users with an overview of their new system.

Topics include:

  • The big picture
  • Tips for sucessful database setup
  • Types of records
  • Entry screen review
  • Code setup and purpose
  • Next steps

You'll want to attend this webinar within a week of purchasing DonorPerfect.

What is DonorPerfect 101?

2/20/20183:00pm EST1 hour
In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps

Once you see the big picture of DonorPerfect, you’re ready to dabble in data entry.

Click here to see more dates.
TitleDateStart TimeDurationRegister
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
2/20/20183:00pm EST1 hour
Register
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
2/27/20181:00pm EST1 hour
Register
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
3/2/201811:00am EST1 hour
Register
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
3/7/20183:00pm EST1 hour
Register
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
3/12/20181:00pm EDT1 hour
Register
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
3/15/201811:00am EDT1 hour
Register
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
3/20/20183:00pm EDT1 hour
Register
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
3/23/20181:00pm EDT1 hour
Register
What is DonorPerfect 101? In this webinar we will cover the following:
-"Big" Picture of DonorPerfect
-Tips for Successful Database Setup
-Types of Records
-Entry Screen Review
-Code Setup and Purpose
-Next Steps
3/28/201811:00am EDT1 hour
Register

STEP

2

Data Entry 101

Learn how to enter and manage your data in DonorPerfect.

Topics include:

  • Entering individual donors, organization donors, gifts and pledges
  • Setting up key fields for meaningful reporting
  • Leveraging resources that will help you excel

Be sure to attend this webinar the day after your system’s delivered.

FORM

Need to import data into DonorPerfect? The next webinar will show you how!

STEP

3

Importing 101

This webinar is especially recommended for those that have purchased DonorPerfect without a data transfer and need assistance with entering their data.

Topics include:

  • What’s an import?
  • Prepping your file for importing
  • Usable templates
  • Uploading donor, gift, and volunteer data
  • Field matching
  • Problems to avoid

You should take this webinar within 3-5 days of receiving your system.

FORM

Once your data’s in DonorPerfect, you’ll want to set up receipting.

STEP

4

Receipting 101

Learn the fundamental components of DonorPerfect’s time-saving receipting tool.

Topics include:

  • Understanding key gift entry fields
  • Setting up a letter template
  • Sending thank-yous in a few quick clicks

Attend this webinar within two weeks of your system’s set up.

FORM

Next you’ll learn how to report on your gift and donor data.

STEP

5

Reporting 101

This webinar will introduce you to the fundamentals of producing reports in DonorPerfect.

Topics include:

  • Creating and using basic selection filters
  • Producing basic constituent reports
  • Providing contribution details in multiple report views
  • Fundraising progress reports

Take this webinar right after the receipting one.

FORM

Once you understand reporting, it’s time to set up your online forms.

STEP

6

DonorPerfect Online Forms

Learn the basics of DonorPerfect Online Forms. Forms can be used for online and mobile donations, monthly gifts, volunteer sign ups, event registration, and more!

Topics include:

  • What are DonorPerfect Online Forms?
  • Creating a form
  • Downloading your data into DP
  • Field mapping

You should be acquainted with online forms within 3 weeks of receiving your DonorPerfect system.

FORM

Now, you’ll want to know how to power your donation forms to accept payments in Payment Processing 101.

STEP

7

Payment Processing 101

Learn how to save time and help raise funds for your organization using DonorPerfect’s payment tools.

Topics include:

  • Code maintenance
  • Benefits of DonorPerfect Payment Services
  • Getting started
  • Processing one-time and recurring gifts
  • Refunds and voids
  • Resources

For the best learning experience, take this webinar right after Online Forms 101.

FORM

Congratulations! You’ve completed the DonorPerfect New User Webinars.

Wanna learn more? Check out these great resources:

Expert Webinars

Participate in these informative, online sessions of varying topics where you can see DonorPerfect in action as well as ask questions and get answers.

SEE WHAT’S COMING UP!

Recorded Expert Webcasts

Learn about the lastest fundraising topics and trends from industry experts at a time that’s best for you!

BROWSE EXPERT WEBCASTS

Expert Webinars

DonorPerfect’s top-rated support team tackles your most pressing questions in these quick and informative spotlights.

SEE SUPPORT SPOTLIGHTS

To learn more about these services, please call 800-220-8111.
  • QuickBooks Certified

    Quickbooks Certified Nonprofit Fundraising Software
  • Recommended by

    Top-Rated Fundraising Software
  • Trusted by Better Business Bureau
  • Integrated with

    Constant Contact Nonprofit Marketing Partner
  • DonorPerfect is a Microsoft Gold Certified Partner
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