Mission Research GiftWorks Manual

Introduction 7

System Requirements 7

Additional items or services required to use online features 7

Important Notices for Trial Users 7

INSTALLATION AND SETUP 8

How to Install GiftWorks from a CD: 8

How to Install GiftWorks from a Download: 8

How to Set Up GiftWorks: 8

Getting the Most out of GiftWorks 10

Getting Around GiftWorks 10

Everyone’s a Potential Donor 10

Donor Groups 10

Using SmartLists 11

Queries, SmartLists, Mailing Lists and Reports Explained 11

SmartLists 11

Reports 11

Mailing Lists 11

Why Segment your Donors? 12

What’s New in GIFTWORKS 13

General Additions & Changes 13

Donor Changes And Additions 13

Donation Changes And Additions 13

Mailings Changes And Additions 14

GiftWorks Import Guide 15

Importing Tips 15

Your Existing Data 15

A Typical Import Process 16

Preparing for Import 16

Import Overview 17