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Donor & Member Management

Donor & Member Management

How to manage your donor and customer records.

Josh Bloomfield avatar Daniele Ramdial avatar Hayley Killalea avatar +1
14 articles in this collection
Written by Josh Bloomfield, Daniele Ramdial, Hayley Killalea and 1 other

How do I update a donor's profile in Givecloud from their donor record in DonorPerfect?

If you are making updates to donor records directly in DonorPerfect, you'll want those updates synced to the donor's profile in Givecloud
Daniele Ramdial avatar
Written by Daniele Ramdial
Updated over a week ago

Can donor's see their past giving history that's in DonorPerfect?

Hayley Killalea avatar
Written by Hayley Killalea
Updated over a week ago

Donor Impact

What's primary and secondary donor impact?
Daniele Ramdial avatar
Written by Daniele Ramdial
Updated over a week ago

Groups & Memberships

Organize your donors/accounts into meaningful groups or membership levels.
Josh Bloomfield avatar
Written by Josh Bloomfield
Updated over a week ago

Creating a Membership - Step by Step

A walkthrough on how to set up a membership and what each setting is does.
Hayley Killalea avatar
Written by Hayley Killalea
Updated over a week ago

Automating Membership through Product Purchase

How to setup a product so that once purchased, the donor will be added to a membership/group.
Hayley Killalea avatar
Written by Hayley Killalea
Updated over a week ago

Add Secure Content to a Membership

Give your memberships special access to unique content and information with Secure Content and Memberships.
Kimberly Arcand avatar
Written by Kimberly Arcand
Updated over a week ago

Donor Portal

Allow your donors to manage their own profile and giving so you and your team can stay focused on fundraising and awareness.
Josh Bloomfield avatar
Written by Josh Bloomfield
Updated over a week ago

Donor Acquisition Tracking

GiveCloud collects data points to help you understand how you are acquiring your donations.
Josh Bloomfield avatar
Written by Josh Bloomfield
Updated over a week ago

Referral Sources

"How did you hear about us?" Track how people are finding your organization to help determine your most successful acquisition channels.
Josh Bloomfield avatar
Written by Josh Bloomfield
Updated over a week ago

Donor Loyalty using NPS®

"How likely are you to recommend us?" Rate the loyalty of your donors to help identify opportunities for improvement.
Josh Bloomfield avatar
Written by Josh Bloomfield
Updated over a week ago
Frequently Asked Questions

How to keep track of a donor's title? (Mr. / Mrs.)

Daniele Ramdial avatar
Written by Daniele Ramdial
Updated over a week ago

How do I keep track of account types?

Daniele Ramdial avatar
Written by Daniele Ramdial
Updated over a week ago

How do I merge two accounts?

Josh Bloomfield avatar
Written by Josh Bloomfield
Updated over a week ago