DonorSearch Submitting New Searches

There are 2 methods of sending in requests to DonorSearch for analysis on your donors. An exported Text File Submission and Direct Submission. The exported file offers more information to match on and generates a more higher degree of successful data matching, however a direct submission offers a more quick turnaround on immediate information about your donor. Regardless of your choice of submitting new searches, the steps to complete the process are virtually the same.

To begin with a search, you will need to determine which patrons you wish to submit for analysis on. This could be from:

• the "Who's In tab" on a mail list of potential or existing donors
• the list of existing donors from a previous donation campaign
• the Patron window Donor's tab

Once you have determined the patrons you wish to submit, proceed wth one of the following submission choices:

1. Direct Submission - offers a more quick turnaround on immediate information about your donor.
2. Text File Submission - generates a more higher degree of successful data matching and additional information about your prospect.