DonorPoint Documentation

Welcome to the DonorPoint documentation. Use the navigation on the left to browse by topic, or search using the search bar at the top.

Getting Started

• Introduction to DonorPoint — platform overview, key concepts, data model
• Configuring Your Site — account setup and configuration
• Set Up Your Team — user accounts, roles, permissions, SSO

Constituent CRM

• Contacts and Organizations — creating and managing constituent records
• Contacts/Organizations and CRM — timeline, notes, calls, meetings, tasks, opportunities
• Contact Reconciliation — finding and merging duplicate records
• Segments — static segments, dynamic query segments, compound/NOT IN logic
• Donor Flags — LYBUNT, SYBUNT, first-time, lapsed donor segment recipes
• Transaction Management — transaction types, manual entry, pledges, refunds

Workplace Campaigns

• Workplace Campaigns — complete guide to workplace fundraising
• Employee File Import — field reference, matching logic, import modes
• Community Fundraisers — peer-to-peer and team fundraising

Online Giving

• Pages in DonorPoint — landing pages, donation forms, confirmation pages
• Giving — donation items, funds, designations, fund groups
• Recurring and Installment Gifts — setup, management, donor self-service
• Federated Campaigns and iGuide — fund groups, write-ins, federation accounting
• Tribute Giving — in-honor / in-memory gifts, notification email
• Activities and Items — orderable items, pricing, fees, restrictions
• Working with Catalogs — catalog pages, categories

Email & Marketing

• Working with Emails — mass email, distribution lists, designer
• Complete Merge Tag Reference — all 55+ merge tags with context table, dynamic tables
• Autoresponders — transaction-triggered email templates

Volunteering

• Volunteering — volunteer programs, shifts, records, tracking

Donor & Volunteer Portal

• Donor and Volunteer Portal — self-service portal: profile, transactions, recurring, volunteering, events, reports; admin config per tab

Designations & Payouts

• Payment Processing — payment methods, transaction types, recurring, payroll
• Designations and Payouts — funds, payout batch lifecycle, fee models, CSV export, federation

Reporting & Analytics

• Reporting — reports, dashboards, scheduled reports

Customization & Configuration

• Customization & Configuration — overview and custom field common properties
• Platform Architecture — three customization layers, decision tree
• Custom Field Types Reference — all 14 field types
• Conditional Custom Fields — Rendered Rule, ReRender Panel, required rules, cascading
• EL Expression Reference — JSF EL syntax, context variables, null safety
• Complete Merge Tag Reference — all 55+ merge tags
• Externalized Text (Messages) — manage label text centrally, multi-language support
• Page Templates — HTML wrappers for your brand
• Advanced Page Customization (JavaScript) — client-side form customization

Integrations

• Automation and Integration — overview of all integration objects
• Scripting Guide — JavaScript environment, import statements, patterns
• Event Handlers — entity lifecycle hooks
• Workflows — post-transaction automation
• Entity Actions — custom sidebar action buttons
• Scheduled Scripts — nightly batch jobs
• Campaign Templates — createEL, persistEL, template actions
• Double the Donation / 360MatchPro — employer match widget
• GL Codes and Integration Codes — hidden custom fields for back-office data
• API Keys and REST API — authentication, endpoints, Webhooks

Administration

• Set Up Your Team — user accounts, roles, permissions
• Single Sign-On (SSO) — SAML 2.0 configuration, troubleshooting
• Tracking Changes (Audit Trail) — complete audit log reference
• Archiving Objects — archiving vs. deleting records

Events & More

• Events — event management, registration, seating
• Raffles — raffle setup and management
• Auctions — auction items and bidding

Reference

• Price Models — pricing options for items
• FAQs — common tasks and how-to guides