How-To

  • Setting Up 2-Step Verification

    2-Step Verification is an account setting that adds an extra layer of security to your account and the sensitive contact information you upload to ThankView.…

  • Managing Your Campaigns Page

    Your Campaigns page is an area that will lay out a list of your campaigns, grouped into Active, Archived, and Deleted sections. By default, you will see your active campaigns and here you can manage…

  • Blackbaud Raiser's Edge NXT Integration

    Using the Blackbaud RE NXT integration, you can add contacts to a ThankView campaign, list, or send a video with Blackbaud workflows and track the results.…

  • Embedding Forms on Your Landing Page

    Including a call-to-action element is an excellent way to drive your recipients to complete some sort of task or action after watching your video. You can embed a form directly within your ThankView…

  • Setting Up Microsoft Single Sign-On (SSO)

    If you’ve ever logged into an account by skipping username/password entry and clicking a button that says ‘Log in with [Website]’ - congrats, you know what Single Sign-On (SSO) is!…

  • Zapier Integration

    ThankView is publicly accessible on Zapier, which is a product that allows end users to integrate the web applications they use. The direct link to our Zapier app can be found at https://zapier.…

  • Bloomerang Integration

    Bloomerang is a cloud based donor management and fundraising software for nonprofits of various sizes. Its core functionality includes a donor database and constituent relationship management (CRM)…

  • Community Funded Integration

    Community Funded is a crowdfunding platform that equips you to take your fundraising to the next level by growing your donor network and connecting them to your greatest needs.…

  • Salesforce Integration

    The Salesforce integration is a two-way integration where ThankView engagement data is pushed into Salesforce and Salesforce lists can be pulled into ThankView.…

  • Managing Users in Your Portal

    A user is an individual with a unique login to a ThankView portal. Only Admins can add, edit, and delete users. Adding Users Log into your ThankView portal and click the monogrammed dropdown in the…

  • Exporting Your Metrics

    Exporting Metrics Go to the Metrics page > click Export Metrics. Select which report you'd like to export from the dropdown. Report Types Email Campaign Report:…

  • Creating Lists Using Actionable Metrics

    Actionable metrics allow you to track every step of your recipients' interactions in real-time and use that data to intelligently re-engage. You can create custom filtered lists based on your metrics…

  • Combining Videos in Your Video Library

    You can combine videos to create one seamless video experience for your recipients. Stitch together short videos of students saying thank you to donors, alumni expressing congratulations to graduates,…

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