Getting Started

• A Guide to Getting Started

General settings

• About Donation Coordinator profiles
• How do I add a Donation Coordinator profile?
• How do I change a Donation Coordinator profile?
• Can I accept Gift Aid declarations from UK donors?
• How do I modify the CSS used for donations?

Creating donation appeals

• About donation appeals
• How do I create a donation appeal?
• How do I setup a targeted giving program?
• How do Fund Names work?
• How do I preview & test a donation appeal?
• How do I activate a donation appeal?
• How do I use Copy to create a new donation appeal?

Managing donation appeals

• How do I change a donation appeal form?
• How do I archive a donation appeal form?
• How do I restore a donation appeal form that has been archived?
• How do I manage targeted giving programs?

Managing donors

• How do I search for a donation?
• How do I search for a donor profile?
• How do I change a donor profile?
• How do I change a donation order profile?
• How do I get copies of confirmation emails to come to me?
• How do I view a list of recurring donors?
• How do I add a new recurring donor?
• How do I add a recurring payment to an existing donor?
• How do I view a list of credit cards that are about to expire?
• How do I view & update information for a recurring donor?
• How do I view a list of recurring donations that were declined?
• How do I stop a recurring payment on a future date?
• How do I stop & archive a recurring payment immediately?
• What should I do when I receive an error notification for a recurring donor?
• How do I refund or modify a donation order?
• How do I process an extra payment in a calendar month for a recurring donor?
• How do I block an IP address used for fraudulent donations?

Adding donation appeal links to your website

• How do I launch my donation appeal form to the public?
• Can I embed a donation form widget directly into my website?
• Can I auto-populate my donation appeal form with donor or other data?

Generating donation reports

• About Donation Reports
• How do I view Donation reports?
• Why is my appeal not listed in the drop down list for reports?