The Knowledge Base

Recent Articles

Donations: Get Started

Tuesday, 30th Nov 99

Integrations: Get Started

Tuesday, 30th Nov 99

Facebook Fundraiser

Tuesday, 30th Nov 99

Donation Types

Tuesday, 30th Nov 99

Each donation on your Funraisin platform will be categorized, e.g. online, personal or recurring. We explain what each means.

Gift Aid

Tuesday, 25th Jan 22

Enable Gift Aid on your UK platform to claim 25p for every £1 donated.

Donation handles

Tuesday, 16th May 17

Change dollar handle amounts for personal and sponsored donations to match the goal of your campaign.

Refunding Donations

Saturday, 1st Sep 18

Refund, or partially refund donations made in error or during testing.

Reassigning donations

Tuesday, 21st Nov 17

Reassign a donation to a different member or team within the admin.

Anonymising donations

Tuesday, 30th Nov 99

Update a donation to make it anonymous, change the display name and message, or hide it completely.

Adding Offline Donations

Wednesday, 1st Nov 17

Step by step guide on how to add an offline donation to appear against a fundraisers page, event or appeal page.

Assigning a receipt number to an offline donation

Thursday, 2nd Nov 17

Find out the reason why an offline donation might not have a tax receipt number and generate a receipt number for it.

Converting a registration fee to a donation

Tuesday, 30th Nov 99

This article will describe how to convert entries and tickets to donations for a participant.

Pages & Site Content: Get Started

Tuesday, 30th Nov 99

Visual Builder - Donation Form Block

Tuesday, 30th Nov 99

The donation block introduces a new level of customisation and speed to donation page creation - enabling you to add a donation form anywhere on your page.

Visual Builder - Donation Feed Block

Tuesday, 30th Nov 99

Visual Builder - Social Share Block

Tuesday, 30th Nov 99

Visual Builder - Full Page Templates

Tuesday, 30th Nov 99

Connecting to Double the Donation

Tuesday, 30th Nov 99

Copy content from one page to another

Tuesday, 30th Nov 99

Easily copy content from one page to another.

Creating Donation and Appeal Pages

Friday, 1st Sep 17

For appeals and donations, create a landing page for donations where you can set up a page that includes dollar handles and a donation form.

Reports & Data Exports: Get Started

Tuesday, 30th Nov 99

Creating Custom Reports

Friday, 18th Feb 22

Create customised reports to extract raw data relating to your fundraisers, events and transactions.

Creating a Custom Donation Report

Thursday, 17th Feb 22

Report on donations made to a particular event, page or your platform as a whole.

Event Setup: Get Started

Tuesday, 30th Nov 99

Events Overview

Tuesday, 4th Jul 17

A brief overview of Online, Offline and DIY events

Setting Up Online Events

Tuesday, 30th Nov 99

Follow our guide to walk you through setting up an online event on your platform.

Ticketing - Ticketed Events Overview

Tuesday, 30th Nov 99

An overview of how Online Ticketed Events work.

Ticketing - Entry Types & Ticket Packages

Tuesday, 30th Nov 99

Learn step by step how to set up your entry types and ticket packages.

Ticketing - Managing tickets in the dashboard

Tuesday, 30th Nov 99

Ticketing - Pricing Periods

Tuesday, 30th Nov 99

Creating and Customising Donation Nudges

Tuesday, 30th Nov 99

Setting Up an Offline Event

Tuesday, 30th Nov 99

Designing your Offline Event

Saturday, 15th Jun 19

Adding a DIY Fundraising Theme

Wednesday, 15th Nov 17

Encourage your supporters to donate their birthday, do a hike, get active, donate their wedding and anything else you feel is relevant to your cause.

Creating Promo Codes

Tuesday, 13th Jun 17

Create Promo Codes to limit access to closed events, or provide discounts on registration fees and shop items.

Event navigation

Friday, 28th Jun 19

Use custom event navigation to override the default navigation set at the platform level

Registration - Overview

Friday, 29th Mar 19

Registration - Entry Forms

Tuesday, 30th Nov 99

Registration - Adding waves

Tuesday, 30th Nov 99

Add waves to your event so entrants can choose a distance or time slot to take part in.

Registration - Next Steps

Tuesday, 30th Nov 99

Setting up Bibs for your online event

Tuesday, 11th Jan 22

QR Codes for registration and check-in

Tuesday, 30th Nov 99

Use QR codes to easily check-in and check-out entrants on site.

Terms & Conditions

Monday, 22nd Jul 19

Add Terms and Conditions to the registration flow of your events.

Registration - Confirmation Email

Tuesday, 30th Nov 99

Triggers - Email & SMS

Saturday, 1st Sep 18

Set up automated fundraising triggers that can be triggered throughout the fundraising journey of a campaign

Facebook Fundraiser+ Set Up

Tuesday, 30th Nov 99

Facebook One-Click Acquisition

Tuesday, 30th Nov 99

Social Wall Integration

Tuesday, 30th Nov 99

Fundraiser API

Saturday, 12th Jun 21

How to connect to the Funraisin API.

Connecting to your CRM API

Tuesday, 30th Nov 99

Syncing data to Campaign Monitor or MailChimp

Thursday, 24th May 18

Send data to Campaign Monitor or MailChimp account easily without need for a developer.

How to Send Data to Autopilot

Tuesday, 30th Nov 99

Connecting to Salesforce

Thursday, 12th Sep 19

Connecting to Raiser's Edge NXT

Thursday, 12th Sep 19

Learn how to connect up your Funraisin platform to Raiser's Edge NXT.

Raiser's Edge Default Mapping

Tuesday, 30th Nov 99

Configuring SMS

Wednesday, 4th Oct 17

Add Twilio or Burst SMS to your platform to send out triggers via SMS.

Configuring SMS Donations

Wednesday, 4th Oct 17

Syncing Data to Burst SMS

Thursday, 24th May 18

Send campaigns and schedule messages in your fundraising events using Burst SMS

Google API Keys

Tuesday, 30th Nov 99

If using Google lookup for addresses, follow the steps to set up your Google API Keys.

Adding 3rd Party JavaScript Libraries

Wednesday, 25th Jul 18

Add 3rd Party JavaScript Libraries to your site and upload unlimited external files and have them embedded in your site’s files.

Supporter Care: Get Started

Tuesday, 30th Nov 99

Donor login

Tuesday, 30th Nov 99

Each of your donors has access to a logged-in area where they can update their details and download past tax receipts.

Password Reset Quicklink

Thursday, 8th Feb 18

Send entrants a unique password reset quicklink to allow them to quickly update their password and login.

Updating Fundraiser Details

Tuesday, 30th Nov 99

Update fundraisers details via the admin or by logging in as them.

Entrants - Merging Account Records

Friday, 28th Jun 19

Combine duplicate entrant records into one account.

Entrants - Managing Teams

Tuesday, 30th Nov 99

Remove entrants from a team or change the team they are in.

Entrants - Reassigning Team Captains

Tuesday, 30th Nov 99

Reassigning a team captain and provide other team members with captain admin rights.

Fitness - 101

Tuesday, 30th Nov 99

Walk through how to manually add or remove an activity, or filter the types of activity your event syncs.

Fitness - Connecting Fitness Apps

Monday, 18th Sep 17

Provide a simple and clear explanation to your supporters on how to connect their fitness apps to their profile.

What are Organisations?

Tuesday, 6th Sep 22

Use Organisations to add another tier about teams, to use for Companies, or 'Super Teams'!

Convert a registration fee to a donation (for event cancellations)

Tuesday, 30th Nov 99

Instructions on converting a registration fee to a donation. This is useful if the event is cancelled and the entrant would like the registration fee to be converted to a donation.

Setting Up Triggered Emails and SMS

Monday, 8th Jan 18

Merchandise, Raffles & Shop: Get Started

Tuesday, 30th Nov 99

Creating a raffle

Wednesday, 6th Jun 18

Create and sell raffles with unique prizes on your site.

Automated Emails

Tuesday, 30th Nov 99

Fundraising dashboards

Tuesday, 30th Nov 99

Customise the logged-in dashboard your entrants interact with from within their fundraising page.

Adding Gamification Badges

Monday, 1st Oct 18

Add Gamification badges to your fundraiser's individual and team pages, that trigger based on an action or achievement.

Activating Gamification Badges

Monday, 22nd Jul 19

Manually activate individuals and teams' gamification badges.

Social Sharing Copy and Images

Tuesday, 13th Mar 18

Customise social sharing copy and images,for entrants when sharing content across various social media platforms.

Introduction to your new Funraisin site

Tuesday, 30th Nov 99

An introduction to logging in and navigating your Funraisin platform.

Login and get support

Tuesday, 30th Nov 99

Learn how to lodge a support ticket to get further support.

Adding a New Admin

Thursday, 21st Sep 17

Manage your Funraisin admins by adding new users to your platform. 

Admin user types and access

Tuesday, 30th Nov 99

Tracking & Analytics: Get Started

Tuesday, 30th Nov 99

Global Tracking Codes

Wednesday, 10th Jan 18

e-Commerce and Event Tracking

Monday, 7th May 18

Visual Builder - Adjusting widths of Sections and Columns

Monday, 19th Feb 18

Visual Builder - Background Images, Colours & Videos

Tuesday, 3rd Oct 17

Admin Alerts

Tuesday, 30th Nov 99

Add admin alerts to your platform to receive notifications when entrants sign up for online, offline, and DIY events, or hit specific targets.

Security Health Check

Tuesday, 30th Nov 99

Gmail and Yahoo Email Authentication Changes

Tuesday, 30th Nov 99

Enabling 2 Factor Authentication

Monday, 14th Jan 19

Connecting to Stripe

Tuesday, 30th Nov 99

When you first set up your platform, or if you’re setting up another platform, you will need to connect up to Stripe in order to process payments.

Connecting to Zapier

Friday, 14th Jun 19

Zapier can be used to automate date flow between the platform and a range of web applicaiton.

Single Sign On

Monday, 25th Nov 19

Use Single sign-on (SSO) to quickly login to your Funraisin platform.

Enabling Google Login

Tuesday, 30th Nov 99

Platform navigation

Friday, 28th Jun 19

Add and edit your site navigation to your platform to enhance your user journey. Or create a custom navigation at event or page level to create a micrositetform and event-level to enhance user journey

Creating a page header

Tuesday, 30th Nov 99

Header - Slider Carousels

Monday, 22nd Jul 19

Create multiple header images to be used on one page in rotation.

Header - Image tips

Monday, 22nd Jul 19