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.

Donation handles

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

Refunding Donations

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

Reassigning donations

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

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

Copy content from one page to another

Easily copy content from one page to another.

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.

Reports & Data Exports: Get Started

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.

Event Setup: Get Started

Events Overview

A brief overview of Online, Offline and DIY events

Setting Up Online Events

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

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

Setting Up an Offline Event

Designing your Offline Event

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.

Event navigation

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

Registration - Overview

Registration - Entry Forms

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

Triggers - Email & SMS

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

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.

How to Send Data to Autopilot

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 Burst SMS

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

Donor login

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

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

Updating Fundraiser Details

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

Entrants - Manual And Bulk Uploads

Manually upload entrants, ticket holders and teams, individually or in bulk.

Entrants - Merging Account Records

Combine duplicate entrant records into one account.

Entrants - Reassigning Between Events

Sometimes you may have an entrant who needs to move to a different event. This is most common when they want to defer their entry to the following year, or if you have multiple similar events, and they’ve simply entered the wrong one.

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'!

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

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

Merchandise, Raffles & Shop: Get Started

Creating a raffle

Create and sell raffles with unique prizes on your site.

Automated Emails

Fundraising dashboards

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

Adding Gamification Badges

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

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.

Introduction to your new Funraisin site

An introduction to logging in and navigating your Funraisin platform.

Login and get support

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

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

Google GA4 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.

Security Health Check

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 Google Analytics via Google Tag Manager

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

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

Platform navigation

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