Essentials of Donations
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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?
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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?
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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- How do I restore a donation appeal form that has been archived?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?
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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?
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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?
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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?