Home Business Full DonorSnap Donor Management Software Review — All You Need to Know...

Full DonorSnap Donor Management Software Review — All You Need to Know About DonorSnap

97
0
SHARE

DonorSnap is an affordable nonprofit software. The platform brings a ton of features to organizations, whether they’re on a budget or have the cash for a robust donor management platform.

While it’s not the most attractive piece of technology we’ve reviewed, this product scores high in terms of customer satisfaction and bang for your buck.

In our review, we’ll look at the platform’s features and benefits—and you’ll see what this might be the best donor management software for you. However, if you’re committed to design or in-depth reporting, it might not be right for your organization. Keep reading to learn more about DonorSnap.

What is DonorSnap?

DonorSnap is an easy-to-use cloud-based donor management software. Made for small to mid-size nonprofits and charitable organizations, DonorSnap comes with a broader range of tools than you’ll find in most donor management platforms.

There’s a little bit of everything in here—from event management to the CRM, donation forms, a mobile app, and some marketing tools.

In all, there’s a lot of promise inside this SaaS platform. Almost enough to make up for a lack of design sensibility.

The software stands to help nonprofits who have trouble keeping track of donors using existing methods like outdated software or spreadsheets. The main benefit you’ll find here is that you’ll have access to donor records, campaigns, and volunteer outreach efforts in one central hub. And, if you want to add accounting or email marketing to that list, DonorSnap connects with QuickBooks and ConstantContact.

Below, we’ll look at some of the key features and benefits you’ll get when you sign up for a DonorSnap account.

Benefits

Send Mass Emails

DonorSnap allows users to email everyone in your donor database if you’d like. Or, more realistically, choose which groups you’d like to contact for a tailored outreach effort.

Make Forms for Your Website

DonorSnap makes the form creation process a breeze. While the drag-and-drop editor isn’t that visually appealing, the functionality is solid. Users can use these forms as a traditional landing page, but with a nonprofit bent. Forms can be used to collect emails, sell tickets, capture pledges, and more.

Increase Donor Retention

One of the most efficient ways to raise more money is reaching out to your existing supporters. This platform gives users the ability to harness this existing network through email, snail mail, and more. According to the site, features like thank you notes and email campaigns help you connect all year round, while donor retention reports help you measure your efforts.

Competitive Processing Fees

DonorSnap allows you to integrate payment processing into your fundraising forms. The site doesn’t actually say what those rates are, but they do mention that they will meet or beat your current pricing.

Features

Contact Management

A hallmark of any good donor management software is its CRM system. DonorSnap brings a decent contact center to the table, though we will say we don’t love the way the interface looks.

That said, the CRM both holds a ton of detail and is easy to navigate. If you look at the image below, you’ll see that you can preview all contact details from the listings page. Here, you’ll see that you can keep track of the type of relationship you have with a contact, membership level, and the basics like address, email, name, and phone number. Black fields indicate the standard fields, while those written in blue indicate custom fields. So, your account won’t need to include things like monthly newsletter or membership if those don’t factor into your organization.

User-Defined Fields

As mentioned above, the user-defined fields are up to you. However, a limited number of fields can appear on your contact page at any given time, so you may need to delete some of these options as needed.

Recurring Donations

DonorSnap’s form builder allows you to create recurring donation forms so you can present the option to donors.

Simply add a frequency field to your campaign form and donors can opt into monthly, annual, or one-time donations.

Recurring donations are also recorded in your reporting center, so you can start learning how much revenue to expect each month.

Online Donations

The online donations feature consists of the ability to make new donation forms from inside your DonorSnap account. The platform comes with a drag-and-drop editor, where you can create as many forms as you like and keep them all stored in your system.

Inside the tool, you can add as many fields as you want, change the text boxes, headings, and more. We don’t love the look of the form editor. It’s not especially hard to use, but there’s definitely a learning curve. We felt that the editor was organized in a way that might not feel intuitive to many of the users. It may be because everything is very text-based versus visual. You’ll see in the image below, there’s a lot of reading involved.

Once you’ve got your form in place, you can add a link directly to your website where visitors can contribute to a campaign or sign up to volunteer.

What’s more, DonorSnap also generates an HTML code to embed a form inside your website. The benefit there is, that donors don’t need to leave the website to make a donation.

DataMiner Platinum

DataMiner Platinum is a query tool that helps you get whatever data you need from your system. The point is, you can pull data specific to your organization, rather than being bound by pre-set conditions.

We will say this— the DataMiner platform is a bit intimidating if you’re not a data-oriented person. The tool almost reminds us of Microsoft Access—not wildly complicated, but not intuitive, either.

Pricing

Pricing is based on the number of contact records you’ll need your system to track. Aside from that all plans are the same and come with all of the features the lineup from the CRM to payment processing and volunteer tracking. The strict caps on records are kind of a bummer, but the fact that you’ll have access to the more advanced features at all price points may make up for it.

We should also mention that all plans require that you pay a $200 setup fee, as the company will help you import your data into the system. While that might seem like a bit of a hassle, keep in mind that the migration process can be time-consuming and overwhelming from a customer perspective.

Pricing breakdown is as follows:

  • $39 per month: Up to 1,000 contacts
  • $59 per month: Up to 2,500 contacts
  • $79 per month, Up to 5,000 contacts
  • $99 per month, Up to 10,000 contacts
  • $199 per month, Up to 30,000 contacts

Again, all plans come with all features and include support and training. And, because you might grow into the next bracket, DonorSnap will call and let you know that you’ve hit your limit.

Technical Specifications

DonorSnap is cloud-hosted and works with any device that connects to the web. Data is encrypted and your forms, records, and donor details are kept safely in DonorSnap servers.

Integrations

DonorSnap brings a strong integration game to their donor management software. Where other donor CRMs try to function as a standalone piece of software, DonorSnap knows that sometimes you’ll need other tools to pick up the slack.

Some of the more notable apps included here are Quickbooks, DonorSearch, and Constant Contact. We like that this cloud-based solution connects with QuickBooks, especially, as accounting and donation management are so closely linked for many nonprofit organizations.

This integration really cuts down on the data entry back and forth nonprofits deal with on a regular basis.

The eMerchant payment processor appears to be the only option for merchant services offerings. According to DonorSnap, the platform provides some competitive rates—which, of course, you can pass along to donors, if needed.

Who is this For?

DonorSnap is a scalable solution. As seen above in the pricing breakdown, you’ll find that the tool can fit into a smaller organization’s strategy. The entry-level plan keeps a record of just 1000 contacts, which won’t get you far.

From there, users can scale up to 30k users. We’re not entirely sure if that upper limit is flexible, based on custom pricing, as the site doesn’t explicitly mention a custom plan.

As far as who this tool is best suited for—it seems that DonorSnap is appropriate for any nonprofit organization that collects donations in one way or another. What we mean is, the tool supports organizations that sell tickets, products, or memberships, as well as those that collect donations through their website.

Support Details

While we mentioned above that this software isn’t exactly designed with the discerning eye in mind, it’s certainly a beloved piece of equipment that has won the seal of approval from Capterra and G2Crowd reviewers. The latter site awarded DonorSnap with the highest-rated donor management software award in Summer and Fall 2018.

The support team responds to most of the customer comments on these review sites and has included a ton of information about each of the features and how they work.

Additionally, the integration lineup is strong—and it’s clear that DonorSnap has created a tool that allows users to access some premium perks without the hefty price tag.

Some of the key resources offered:

Online Help

This section is your knowledge base. Head over the Online Help section to learn more about getting set up in a series of video tutorials. Or, learn more about each feature. All help content is broken up into video lessons where they’ll walk you through a part of the DonorSnap suite.

We kind of wish they had also included some written instructions for their customers. While we get that there’s a certain hands-on element associated with video content, there’s definitely a greater time commitment — and the ability to listen in a quiet location—when watching a video.

The database section on the other hand, comes with video content and in-depth written steps. This section is quite helpful.

Tons of Screen Shots and Explanations

Head over to the features page and you’ll immediately be presented with a page loaded with friendly graphics, each representing one of the many features included in this tool.

We loved that the DonorSnap team organized the content this way because each feature has several attributes and functions. The dashboard overview page, for example, starts with the initial home screen and then breaks each section down with an image and short descriptions.

You’ll get this detailed account of everything in the tool, which we think is just something really special.

Blog

The layout of the blog isn’t great. It’s one of those endless scroll configurations, which isn’t great for linking purposes—or navigation.

In terms of content, most posts cover donor relations issues. Some examples include protecting donor data or preventing your email blasts from landing in the spam folder. Much of these blogs are helpful—and provide actionable tips that customers can actually use. There’s not a whole wall of posts that cover company news—which honestly, most customers do not care about.

What’s the Verdict?

DonorSnap has a lot of benefits. Among the highlights are unlimited users, all plans come with all features, and the support team is helpful on all fronts.

The things that we didn’t like weren’t deal breakers, but some readers might feel differently. For one, this product skimps on design. It’s clear that they’ve chosen to do this in an effort to keep costs down, but it’s not exactly a visually appealing interface.

Second, instead of pricing being broken down by features and add-ons, it’s determined by records. We’ve mentioned this before, but that pricing method isn’t always ideal. The entry-level plan only keeps 1000 contacts on file and you’ll need to upgrade to a new plan if you grow your donor base beyond that number. And even if you’re at the $199 plan, there’s still a cap. The 30k limit suggests that this product is probably designed with a smaller organization in mind, as a national or international nonprofit may need a lot more space.

Still, smaller organizations have a lot to gain by using this tool. It’s easy to use and the support team is very responsive. And after all—this is a G2Crowd favorite.