Guide to Getting Started

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This quick guide will give you a quick explanation of navigating the five key areas in your charity account:

Reports – everything from your payment reports to Fundraising Page and donation reports.

Events + Widgets – promotional tools like widgets and buttons as well as the ability to create events.

Campaigns – create and publish new Campaigns and view or manage existing ones

Branding - set branding preferences, add a logo, description and thank you messages

Settings – add new users, and change your password and personal email settings

You'll learn how to update your Branding, update public facing contact details for your organization, and invite and manage new users. 

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