Recent Articles
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.
Setting 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
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 - 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
How to connect to the Funraisin API.
Live Streaming
Enable the ability for fundraisers to embed video players on their fundraising pages and stream live!
Shop - Adding Products
Sell merchandise from your platform using our Shop module. Create products and manage the sales to your fundraisers, donors and supporters.
Shop - Virtual Gifts & Cards
Create Virtual Gifts for your supporters to purchase and send to their friends and family.
Single Sign On
Use Single sign-on (SSO) to quickly login to your Funraisin platform.
Connecting to Salesforce
Connecting 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
Activating Gamification Badges
Manually activate individuals and teams' gamification badges.
Creating a Lightbox Pop-up
Use a Lightbox to grab the users attention
Header - Slider Carousels
Create multiple header images to be used on one page in rotation.
Terms & Conditions
Add Terms and Conditions to the registration flow of your events.
Event navigation
Use custom event navigation to override the default navigation set at the platform level
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
Merging entrant account records
Combine duplicate entrant records into one account.
Designing your Offline Event
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.
Registration - Overview
Enabling 2 Factor Authentication
Adding Gamification Badges
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.
Triggers - Email & SMS
Set up automated fundraising triggers that can be triggered throughout the fundraising journey of a campaign
Refunding Donations
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.
Creating a raffle
Create and sell raffles with unique prizes on your site.
Syncing data to Campaign Monitor or MailChimp
Send data to Campaign Monitor or MailChimp account easily without need for a developer.
Syncing Data to Burst SMS
Send campaigns and schedule messages in your fundraising events using Burst SMS
e-Commerce and Event Tracking
Social Sharing Copy and Images
Customise social sharing copy and images,for entrants when sharing content across various social media platforms.
Columns - Percentage Width
Password Reset Quicklink
Send entrants a unique password reset quicklink to allow them to quickly update their password and login.
Global Tracking Codes
Setting Up Triggered Emails and SMS
Quick Design Tips
Reassigning donations
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 Offline Donations
Step by step guide on how to add an offline donation to appear against a fundraisers page, event or appeal page.
Configuring SMS
Add Twilio or Burst SMS to your platform to send out triggers via SMS.
Configuring SMS Donations
Background Images, Colours & Videos
Adding a New Admin
Manage your Funraisin admins by adding new users to your platform.
Fitness - Connecting 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.
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.
Webforms - confirmation emails
Donation handles
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.
Ticketing - Managing tickets in the dashboard
Changes to Mastercard subscription billing rules
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
Ticketing - Reporting
Learn how to pull data from your online ticketed event.
Ticketing - Entry Types & Ticket Packages
Learn step by step how to set up your entry types and ticket packages.
Ticketing - Ticketed Events Overview
An overview of how Online Ticketed Events work.
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 - Social Share Block
Visual Builder - Donation Feed Block
Registration - 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
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.
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.
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- Donations: Get Started
- Donation Types
- Gift Aid
- Donation handles
- Refunding Donations
- Reassigning donations
- Anonymising donations
- Adding Offline Donations
- Assigning a receipt number to an offline donation
- Converting a registration fee to a donation
- Enabling Regular Giving
- Enabling PayPal for Regular Giving
- Recurring Sponsored Donations
- Matched Giving
- Personalised URLs (PURLs)
- Changes to Mastercard subscription billing rules
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- Event Setup: Get Started
- Events Overview
- Setting Up Online Events
- Ticketing - Ticketed Events Overview
- Ticketing - Entry Types & Ticket Packages
- Setting Up an Offline Event
- Designing your Offline Event
- Cloning & Archiving Events
- Adding a DIY Fundraising Theme
- Creating Promo Codes
- Event navigation
- Registration - Overview
- Registration - Entry Forms
- Registration - Next Steps
- Setting up Bibs for your online event
- QR Codes for registration and check-in
- Advanced Gender Options
- Terms & Conditions
- Registration - Confirmation Email
- Triggers - Email & SMS
- Setting Up Triggered Emails and SMS
- Automated Emails
- Fundraiser Emails
- Fundraising dashboards
- Adding Gamification Badges
- Activating Gamification Badges
- Social Sharing Copy and Images
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- Supporter Care: Get Started
- Donor login
- Password Reset Quicklink
- Updating Fundraiser Details
- Merging entrant account records
- Managing team entrants
- Reassign a Team Captain
- Fitness - 101
- Fitness - Connecting Fitness Apps
- What are Organisations?
- How does an entrant setup an Organisation?
- How does an admin setup an Organisation?
- Convert a registration fee to a donation (for event cancellations)
- Personalisation Tags
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- Pages & Site Content: Get Started
- Visual Builder - Getting Started
- Visual Builder vs. Classic Builder
- Visual Builder - Sections, Columns and Blocks
- Visual Builder - Templates
- Visual Builder - Mobile-first Experiences
- Visual Builder - Donation Form Block
- Visual Builder - Social Share Block
- Visual Builder - Donation Feed Block
- Copy content from one page to another
- Creating Donation and Appeal Pages
- Columns - Percentage Width
- Background Images, Colours & Videos
- Creating a page header
- Header - Types and Setup
- Header - Slider Carousels
- Header - Image tips
- Creating Webforms
- Webforms - confirmation emails
- Expression of interest forms
- Guide to Sizing Social Images
- Sub-Navigation Menu
- Assets - trackable downloads
- Creating a Lightbox Pop-up
- Creating an Image Carousel
- User generated content
- Design Tips - Elevate Your Site Content
- Quick Design Tips
- Create a new email template
- Redirecting Content Pages
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- Integrations: Get Started
- Facebook Fundraiser
- Facebook Fundraiser+ Set Up
- Facebook One-Click Acquisition
- Social Wall Integration
- Fundraiser API
- Connecting to your CRM API
- Syncing data to Campaign Monitor or MailChimp
- How to Send Data to Campaign Monitor
- How to Send Data to Autopilot
- Connecting to Salesforce
- Connecting to Raiser's Edge NXT
- Raiser's Edge Default Mapping
- Configuring SMS
- Configuring SMS Donations
- Syncing Data to Burst SMS
- Google API Keys
- Adding 3rd Party JavaScript Libraries
- Connecting to Zapier
- Connecting Webhooks
- Loqate address lookup
- Setting up reCaptcha
- An Introduction to live streaming
- Live Streaming
- Enabling Google Fit