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Donor & Member Management
Donor & Member Management
How to manage your donor and customer records.
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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
Written by
Daniele Ramdial
Updated over a week ago
Can donor's see their past giving history that's in DonorPerfect?
Written by
Hayley Killalea
Updated over a week ago
Donor Impact
What's primary and secondary donor impact?
Written by
Daniele Ramdial
Updated over a week ago
Groups & Memberships
Organize your donors/accounts into meaningful groups or membership levels.
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.
Written by
Hayley Killalea
Updated over a week ago
Automating Membership through Product Purchase
How to create a membership item that once purchased, the donor will be added to a membership/group.
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.
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.
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.
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.
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.
Written by
Josh Bloomfield
Updated over a week ago
Frequently Asked Questions
How to keep track of a donor's title? (Mr. / Mrs.)
Written by
Daniele Ramdial
Updated over a week ago
How do I keep track of account types?
Written by
Daniele Ramdial
Updated over a week ago
How do I merge two accounts?
Written by
Josh Bloomfield
Updated over a week ago