In this section you will find training videos to get you started with GivingDNA and expand your knowledge of the platform
GivingDNA Overview – A brief video on GivingDNA and how it can help you!
Uploading your data files - Learn how to upload your constituent and gift files.
Using the filters on GivingDNA - Learn all about the different filters on GivingDNA and how they work.
Giving Dashboard - Learn about the charts and how to use the Giving Dashboard.
Constituents Dashboard - Learn about the insights provided on the Constituents Dashboard and how to use it.
Constituents List - Learn about what is included on the Constituents List and how to use Donor Dossiers.
Saved Segments - Learn how to save segments as well as how they work and where to find them.
Navigating the GivingDNA Homepage - Learn all about the information on the homepage, how it's populated and when it is updated.
Opportunity Alerts - Learn what Opportunity Alerts are and how you can use them.
Portfolio pages & Major Giving Dashboard - Learn how to build and use Portfolio pages and how they populate the Major Giving Dashboard.