The Knowledge Base

How does an admin setup an Organisation?

Follow this guide to manually create organisations from within the admin.

How does an entrant setup an Organisation?

Add Organisations to the registration flow to enable entrants to create their own.

What are Organisations?

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

Creating Custom Reports

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

Creating a Custom Donation Report

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

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.

Gift Aid

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

Enabling Google Fit

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

How to set up Bibs for your online event

Shop Categories

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

Visual Builder - Getting Started

Visual Builder is an in-line site editing tool which is designed to streamline the creation of powerful, responsive and beautifully designed content pages. This support article will introduce you to Visual Builder, and walks through the basics as you get started.

Visual Builder vs. Classic Builder - What is the difference?

Visual Builder - Templates

This support article will introduce you to Visual Builder templates, and walks through the basics as you get started.

Visual Builder - Sections, Columns and Blocks

Visual Builder - Creating Mobile-first Experiences

Visual Builder is an in-line site editing tool which is designed to streamline the creation of powerful, responsive and beautifully designed content pages. This support article will introduce you to Visual Builder, and walks through the basics as you get started.

Fundraiser API

Live Streaming

provides the ability for fundraisers to embed video players on their fundraising pages and then stream live video direct

How to Create and Add Products to the Shop Page

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

Shop - Creating Virtual Gifts

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

Single Sign On

Connecting Funraisin to Salesforce

Connecting Funraisin to Raiser's Edge NXT

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

Reconciliation 101

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

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.

Header - Types and Setup

Choose from a range of styles and types to create unique headers for your pages

Header - Image tips

How to activate Gamification Badges

Manually activate individuals and teams' gamification badges.

Creating a Lightbox Pop-up

Use a Lightbox to grab the users attention

Adding Slider Carousels for page header

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

How to add Terms & Conditions

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

How to add custom event navigation

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

How to add site navigation to your site

Add site navigation to plaAdd 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

Merge an entrant's account records

Combine duplicate entrant records into one account.

Designing your Offline Event

How to set up Google Analytics using Google Tag Manager

Integrate Google Analytics with the platform to receive page view and e-commerce data

How to connect to Zapier

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

Registration Journey Overview

Enabling 2 Factor Authentication

How to add Gamification to your Site or Event

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

Recurring Sponsored Donations

Enable fixed term recurring donations on fundraisers pages, to allow donors to commit to a set number of donations over a chosen timeframe.

How to add Triggers to an Event

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

Refund a Donation

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

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.

Set Up and Sell Raffle Tickets on Funraisin

Create and sell raffles with unique prizes on your site.

How to Send Data to Campaign Monitor or MailChimp

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

Sending Data to Burst SMS

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

Setting Up eCommerce and Event Tracking

How to Customise Social Sharing Copy and Images

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

How Do I Change The Width of Page Columns

Password Reset Quicklink

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

How Do I Add Tracking Code to My Site

Setting Up Triggered Emails and SMS

Design Tips

Reassigning donations between members and teams

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

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.

Adding an Offline Donation

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

How to Configure SMS

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

How to Configure SMS Donations

How Do I Change The Background On A Row

Adding a New Admin

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

Telling Fundraisers How to Connect Their Fitness Apps

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

Creating Donation and Appeal Pages

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.

How Do I Create A Custom Branded Short URL

Create unique short URLs to point to any page or registration flow on your site.

Events Overview

A brief overview of Online, Offline and DIY events

Creating Promo Codes

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

Sending Confirmation Emails After Submitting a Webform

How to change Sponsored and Personal Donation Amounts

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

Security Health Check

Google API Keys

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

Changes to Mastercard subscription billing rules

How to add GA4 to your platform

Fitness 101

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

Donations: Get Started

Event Setup: Get Started

Supporter Care: Get Started

Pages & Site Content: Get Started

Transactions: Get Started

Reports & Data Exports: Get Started

Tracking & Analytics: Get Started

Merchandise, Raffles & Shop: Get Started

Integrations: Get Started

Visual Builder Masterclass

Reporting on an online ticketed event

Learn how to pull data from your online ticketed event.

Setting up ticket packages

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

Ticketed event overview

An overview of how Online Ticketed Events work.

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.

Social Share Block

Donation Feed Block

Next Steps

Supported Payment Types

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

Donation Types

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

Tracking your event performance

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

Resources: The Conversion Calculator

How to optimise your conversion rates with small changes to create big wins

Advanced Gender Options

Add additional genders to your platform for fundraisers and donors to select from.

Redirecting Content Pages

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

Cloning & Archiving Events

The Funraisin platform has a cloning functionality that makes it easy for you to copy an event. It also has the archiving functionality that can be applied on events to bring down all fundraising pages created under them.

How to Send Data to Autopilot

Setting up Facebook Pixel

Setting up TikTok Pixel