Skip to main content

Donor Impact Videos

A collection of Donor Impact training videos covering setup, donation options, donor management, communications, and reporting - designed to help you effectively manage donor data and engagement.

Updated today

Overview

This collection of Donor Impact training videos is designed to support administrators in setting up and managing donor-focused programs from start to finish. Organized into structured playlists, the videos guide you through configuration, branding, content creation, donation setup, communications, and reporting.

You will learn how to create and manage donor information forms, track and maintain donor profiles, and streamline your processes for onboarding and engagement. The collection also covers how to communicate effectively with donors and generate meaningful reports to better understand donor activity and trends.

Whether you are launching your donor program or improving existing workflows, these videos provide practical, step-by-step guidance to help you confidently manage donor relationships and optimize your processes.

📌 Tip for administrators: Use the Table of Contents on the right to quickly jump to the video section you need.

Please note:

The majority of these videos feature our previous branding; however, the steps and functionality remain the same. If you need any additional guidance, please reach out to our support team.

Configuration

  1. Introduction

  2. Admin Profile Settings

  3. Making your Account Feel like your Organization

  4. Creating Content

  5. Creating your Donation Options

  6. Creating your Information Form Process

  7. Setting up your Communications

  8. How to Recruit Using Donor Impact

Donor Info Form Process

Donor Information Form Process

(This is a playlist that includes the 7 videos below)

  1. Introduction

  2. The Donor Experience

  3. Managing New Donors

  4. Understanding Statuses

  5. Add a Donor

  6. How does a Donor Access their Profile

  7. Archiving Vs Removing Profiles

Reporting on Donor Engagement

Searching

(This is a playlist that includes the 4 videos below)

  1. Introduction

  2. Running a Search

  3. Saving a Pinned a Search

  4. Using Dynamic Dates

Reporting

(This is a playlist that includes the 3 videos below)

  1. Standard Vs Raw Data Reports

  2. Personal Profile

  3. Raw Data Tools - Advanced Options

Communicating

Communications

(This is a playlist that includes the 8 videos below)

  1. Introduction

  2. Sending Email

  3. Creating Email Templates

  4. Printable Lists (Phone Lists, Mailing Lists and Mail Merges)

  5. SMS Text Messaging

  6. News and Messages

  7. Note Logs

  8. Allowing Donors to Communicate with You


​​Rich Text Boxes ​

(This is a playlist that includes the 3 videos below)

  1. Introduction

  2. Rich Text Boxes - Basic

  3. Rich Text Boxes - Advanced

Related Articles
Donor Impact - Where to Start
Comprehensive Guide to Reporting
Volunteer Impact Videos
Client Impact Videos
Enterprise Videos
Did this answer your question?