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
- What is DonorPoint? — what the platform does and how it fits together
- Key Concepts — Forms, Items, Transactions; naming conventions; the customisation philosophy
- Navigating the Admin — chrome, list views, edit views
- Setting Up Your Account — account configuration
- Set Up Your Team — users, roles, permissions, SSO
Quick Start Guides
- Run a Donation Page — create a giving form in ten minutes
- Run an Event Registration — tickets, packages, and registration
- Run a Workplace Campaign — employee giving from import to close
- Set Up Recurring Giving — monthly, quarterly, and annual gifts
Forms
- Forms Overview and Lifecycle
- Contact Fields
- Payment Methods on Forms
- Confirmation Page
- Confirmation Email
- Sharing and URLs
- Promotions and Discount Codes
- Social Media and Search
- Page Templates and Branding
- Customization on Forms
- Scripting on Forms
Items
- Items Overview
- Pricing Models
- Restrictions and Availability
- Additional Contacts
- Customization on Items
- Attachments
- Scripting on Items
Giving and Donations
- Funds and Designations
- Fund Groups and iGuide
- Recurring and Installment Gifts
- Tribute Giving
- Customization on Funds
- Scripting on Donations
Events and Activities
- Events
- Event Packages
- Ticketing
- Seating
- Raffles
- Auctions
- Customization on Events
- Scripting on Events
Catalogs
Community Fundraisers
- Community Fundraising Overview
- Setting Up a Community Campaign
- Donor Portal for Participants
- Customization on Community Campaigns
- Scripting on Community Campaigns
Workplace Campaigns
- Workplace Campaign Overview
- Setting Up the Campaign
- Employee File Import
- Payroll Giving
- Federated Campaigns and iGuide
- Donor Portal for Employees
- Coordinator Portal and Reporting
- Customization on Workplace Campaigns
- Scripting on Workplace Campaigns
Membership
- Membership Management
- Membership Items
- Membership Instances
- Renewal and Auto-Renew
- Gift Memberships
- Membership Communications
Constituent Management
- Contacts and Organizations
- Relationship Management and CRM
- Quick Add (‘+’ menu)
- Reconciliation and Deduplication
- Segments and Lists
- Dynamic Segments
- Donor Flags
- Customization on Contacts and Organizations
- Scripting on Contacts and Organizations
- Opportunities and Pipeline Management
Email and Communications
- Mass Email
- Distribution Lists
- Email Designer
- Autoresponders
- Merge Tags Reference
- Physical Mail
- Scripting in Email
Volunteering
- Volunteering Overview
- Volunteer Programs and Shifts
- Volunteer Records
- Reporting
- Customization on Volunteer Records
- Scripting on Volunteering
Pledge and Payment Processing
- Transactions
- Pledges and Payments
- Transaction Actions
- Order Items
- Recurring Donation Management
- Voids and Refunds
- Payment Methods
- Document Generation
- Customization on Transactions
- Scripting on Transactions
- Batch Payment Processing
Designations and Payouts
- Funds and Fee Models
- Payout Batches
- Payout Export and Remittance
- GL Codes and Integration Codes
- Federation
- Customization on Funds and Payouts
- Scripting on Payouts
Reporting and Analytics
Adapting DonorPoint to Your Business
- Overview
- Your Data — Custom Fields Overview · Where Custom Fields Live · Field Types Reference · Accessing Values
- Your Content — Content Editors · Everything is HTML · Merge Tags · Document Templates · View Pages · Labels
- Your Rules — Before and After · Scripting Guide · Scripting Contexts · Event Handlers · Workflows · Scheduled Scripts · Entity Actions · Campaign Templates
Automation and Integration
Administration
Donor Online Portal
- Portal Overview — tabs, features, and what donors can do
- Portal Configuration — admin setup, dashboards, page templates, and authentication
Reference
- List Views — All Columns
- Edit Views — All Tabs
- System Name Glossary
- Javadocs — docs.donorpoint.com/javadoc
- FAQs