How-To

  • Ultimate ThankView Resource Guide

    This is your one-stop-shop for all things related to learning ThankView! Take a gander at the resources you have at your fingertips: peruse our articles, hop into a live training,…

  • Completing Your Assigned Recordings

    So, you've been selected to be on a team of recorders and create personalized videos! Essentially, your admin will go in and assign you a list of recipients, and when you go into your portal,…

  • Creating and Using Lists

    Lists are folders of contacts that you can create to better organize your constituents. This can come in handy when you have certain segments you tend to use repeatedly across multiple campaigns.…

  • ThankView Campaign Walkthrough

    https://www.loom.com/embed/0345a9ebcc9641038997addbe7b9c3ef

  • Sending and Resending ThankViews

    Inside of a campaign, the Send page is where you'll schedule your your ThankViews to be sent - you also have the ability to resend them. Sending Campaigns Before sending your ThankViews,…

  • Switching Between Portals

    ThankView considers a client a multi-portal organization when there are three portals under one account. A multi-portal organization has an additional permission level called Super Admin which allows…

  • Configuring Default Campaign Settings

    Setting campaign defaults is an efficient way to ensure the same selections for various elements when creating campaigns. Defaults you may set include: Campaign Font Envelope Landing Page Video Intro…

  • Changing Your Email and Password

    Updating Your Email Log into your ThankView portal and click the monogrammed dropdown in the upper right-hand corner. Click Settings > My Profile > Update name and email.…

  • Updating Credit Card Information

    Admins now have the ability to update their credit card information directly within their portal. Log into your ThankView portal and click the monogrammed dropdown in the upper right-hand corner.…

  • Configuring Notifications

    You can receive in-app or email notifications. These notifications will alert you when: a campaign just went live you've had a successful campaign your metrics are ready to download you have videos…

  • 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.…

  • RNL Engage and ScaleFunder Integrations

    Our integration with Ruffalo Noel Levitz includes RNL Engage and ScaleFunder, and is available for customers within all package tiers. RNL Engage With this integration,…

  • 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.…

  • 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.…

  • 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.…

  • 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)…

  • 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.…

  • 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!…

  • 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…

  • 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…

  • Using Advanced Metrics Filters

    On the Metrics page, you're able to apply various filters to your data in order to export the specific data you need. You may apply a calendar filter, a campaign filter, or the advanced filter.…

  • 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:…

  • All About: Merge Fields

    Have you ever gotten an email from a company's newsletter that referred to you by name? Chances are, their marketing team didn't type out personalized emails to each of their customers - they used…

  • Adding, Editing, Deleting Contacts

    Adding Contacts Contacts Page Log into your ThankView portal, click Contacts, then click + Add Contacts. You can either upload a spreadsheet (.csv, .xls, .xlsx) or add the data manually.…

  • Creating Video Library Folders

    Folders are a way to organize your videos in the Video Library - let's explore how to use them! ThankView Folders On the left-hand side of your Video Library, we've provided a few folders for you:…

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