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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.…
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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,…
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The Steps of a Video Sequence
Video sequencing is a four-part process that links various components together to create your ThankView video. It consists of four main elements: Intro Theme Recordings Outro Add-Ons Intro Theme The…
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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.…
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Beginner's Guide: Thank You Campaigns
Whether you're brushing up on old skills or building your very first campaign, this step-by-step guide will teach you everything you need to know about creating a simple,…
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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…
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Beginner's Guide: Video Request Campaigns
This step-by-step guide will teach you everything you need to know about creating a Video Request campaign. Use this campaign type to request videos from students, faculty, staff, patients, parents,…
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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,…
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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.…
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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…
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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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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…
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ThankView Campaign Walkthrough
https://www.loom.com/embed/0345a9ebcc9641038997addbe7b9c3ef
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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…
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Beginner's Guide: Automated Birthday & Anniversary Campaigns
This step-by-step guide will teach you everything you need to know about creating either a Birthdays or Anniversaries campaign. The unique distinction between these two campaign types and the others…
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Beginner's Guide: ODDER Campaigns
ODDER stands for On-Demand Digital Endowment Reports and allows you to send static and dynamic PDF reports. ODDER is a separate product offering, so you will only have the ability to create an ODDER…
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Displaying a PDF in a ThankView
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 display a PDF document directly beneath your…
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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!…
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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,…
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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:…
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Viewing Replies to Your ThankViews
In addition to receiving email notifications of your replies, you can view all of them directly inside of your campaigns in the Replies section. The Replies Section In the Replies section of your…
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Making Adjustments to Scheduled Sends
You can schedule your ThankView campaigns to be sent up to one (1) year in advance. The Birthdays and Anniversaries campaign type allows you to send campaigns on a specific date for each recipient.…
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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.…
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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)…
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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…