The Knowledge Base

Donations: Get Started

Integrations: Get Started

Facebook Fundraiser

Donation Types

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

Gift Aid

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

Anonymising donations

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

Adding Offline Donations

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

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

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

Pages & Site Content: Get Started

Visual Builder - Donation Form Block

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

Visual Builder - Social Share Block

Visual Builder - Full Page Templates

Connecting to Double the Donation

Copy content from one page to another

Easily copy content from one page to another.

Reports & Data Exports: Get Started

Event Setup: Get Started

Events Overview

A brief overview of Online, Offline and DIY events

Ticketing - Ticketed Events Overview

An overview of how Online Ticketed Events work.

Ticketing - Entry Types & Ticket Packages

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

Ticketing - Managing tickets in the dashboard

Ticketing - Pricing Periods

Creating and Customising Donation Nudges

Adding a DIY Fundraising Theme

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

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

Registration - Adding waves

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

Registration - Next Steps

Setting up Bibs for your online event

QR Codes for registration and check-in

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

Terms & Conditions

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

Registration - Confirmation Email

Facebook Fundraiser+ Set Up

Facebook One-Click Acquisition

Social Wall Integration

Fundraiser API

How to connect to the Funraisin API.

Connecting to your CRM API

Syncing data to Campaign Monitor or MailChimp

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

Connecting to Salesforce

Connecting to Raiser's Edge NXT

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

Raiser's Edge Default Mapping

Configuring SMS

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

Configuring SMS Donations

Syncing Data to Kudosity

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

Google API Keys

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

Adding 3rd Party JavaScript Libraries

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

Entrants - Managing Teams

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

Entrants - Reassigning Team Captains

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

Fitness - 101

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

Fitness - Connecting Fitness Apps

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

What are Organisations?

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

Merchandise, Raffles & Shop: Get Started

Fundraising dashboards

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

Activating Gamification Badges

Manually activate individuals and teams' gamification badges.

Social Sharing Copy and Images

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

Adding a New Admin

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

Admin user types and access

Tracking & Analytics: Get Started

Global Tracking Codes

e-Commerce and Event Tracking

Visual Builder - Adjusting widths of Sections and Columns

Visual Builder - Background Images, Colours & Videos

Admin Alerts

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

Enabling 2 Factor Authentication

Connecting to Stripe

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

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

Single Sign On

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

Enabling Google Login

Header - Slider Carousels

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

Header - Image tips

Webforms - confirmation emails

Enabling Regular Giving

Regular giving can be set up on your donation/crowdfunding pages as well as on your fundraiser's pages, allowing donors to commit to weekly, monthly or yearly donations.

Transactions: Get Started

Reconciliation 101

Manage all your transactions in one place, from donations to registration fees, raffles and merchandise.

Connecting Webhooks

Use webhooks to automate data flow from the platfrom to your API

Payment prefixes

Payment prefixes can be set at the platform, event or page level to easily distinguish between payments made to different campaigns or events.

Supported Payment Types

Whilst credit card is the most common, Funraisin supports a variety of payment types.

Adding PayPal as a payment method

Expand your users payment options with the addition of PayPal to your site both for one off and recurring payments.

Enabling Apple Pay

Add Apple Pay as a payment option on your site for registration, merchandise and donations.

Enabling EFT payments

Enable EFT payments on your platform to provide another option for entrants to donate.

Enabling Split Billing

Expression of interest forms

This article will explain in as much detail as possible to get a basic expression of interest form live on your site however you wish for this to be displayed.

Training: Creating Unique Events

Learn how to set up and get the most out of your events, from key principles to stand out, to converting visitors into sign ups.

Training: Campaign Management

Learn the key magic numbers and where you can find them to optimise and enrich your campaign activation.

Shop - Adding Products

Sell merchandise from your platform using our Shop module. Create products and manage the sales to your fundraisers, donors and supporters.

Setting up reCaptcha

Enabling reCaptcha can help prevent any suspicious activity on your platform.

Creating a Lightbox Pop-up

Use a Lightbox to grab the users attention

User generated content

Enable different types of user-generated content for fundraisers to share their fundraising experiences. It will give fundraisers new ways to adopt and evolve their fundraising journey.

Shop - Categories

Create shop sub-pages for specific event products or product collections.

Shop - Virtual Gifts & Cards

Create Virtual Gifts for your supporters to purchase and send to their friends and family.

Shop - Adding merchandise to the reg flow

Setting Up Translations

Get started with translations

Create a new email template

Learn how to set up a unique email template.

Enabling Google Fit

Enable Google Fit as another fitness option for entrants to record their fitness activity.

Enabling Strava

Enable Google Fit as another fitness option for entrants to record their fitness activity.

Redirecting Content Pages

Redirect supporters from old URLs to your new and current campaigns.

Reporting Basics: Top tips to manage your reports

Get the most out of your reports with our top tips.

Report Fields Glossary

A glossary of the fields available with Data Exports.

Tracking your event performance

Here are Rachel's recommended reports to best track your event performance.