System Print

DonorSnap

www.donorsnap.com

DonorSnap is a user-friendly cloud-based system that provides a variety of tools to help manage and communicate with donors and facilitate fundraising programs. Each user within an organization has the ability to customize their dashboard by adding or removing apps, changing their position on the page, and choosing background and font colors for each app. Users can also select which fields appear in the summary section at the top of constituent records. Constituent records can include multiple addresses (including seasonal addresses), relationships and households, volunteer information, and document attachments.

A National Change Of Address (NCOA) integration ensures that addresses are kept up to date. All system-generated emails and letters are recorded as interactions on the recipient’s record. The system supports a variety of gift types, including pledges, recurring gifts, in-kind gifts, and honor/memory giving.

Manually entering multiple gifts in bulk is accomplished through a straightforward and useful interface. Online donations are supported through mobile-responsive forms, but you will need an account with goEmerchant to process those donations. Information and donations submitted through online forms are held in a queue for you to review and approve, and the system automatically checks for and flags potential duplicates.

The Automated Task Manager allows you to set up automated email series for a variety of situations, such as birthday messages, welcome series, and membership management emails. Individual and bulk emails are sent through the system, but DonorSnap also has an integration with Constant Contact for email marketing. Emails sent through the system are tracked to show opens, deliveries, bounces, clicks, and unsubscribes. In addition, the system supports text messaging campaigns. Users can create letters individually or generate them in batch and export them as PDF or Microsoft Word files.

You can build queries using any field in the system and export the results or use them for batch operations. The system includes a variety of canned reports that you can run or make changes to and save as a custom report. You can schedule reports to run in the future or at certain times and have the results emailed to individuals.

Pricing is based on the number of contacts in the system, with households counting as one contact for the purposes of pricing, and includes unlimited email support (phone support plans are available for an additional fee). All new clients pay a $200 site setup fee, which includes setup, four hours of data conversation, and private training. Pricing begins at $450 per year for up to 1,000 contacts. An organization with 20,000 contacts could expect to pay $2,270 per year.