ID256
by Scott Dilley - CTO 12 Sep 2019-
- Platform Setup: Get Started
- Introduction to your new Funraisin site
- Login and get support
- Adding a New Admin
- Admin user types and access
- Admin Alerts
- Security Health Check
- Gmail and Yahoo Email Authentication Changes
- Enabling 2 Factor Authentication
- Single Sign On
- Enabling Google Login
- Platform navigation
- Setting Up Translations
- Subdomains
-
- 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
- Importing Donations
- Gift Aid Claim
-
- Event Setup: Get Started
- Events Overview
- Setting Up Online Events
- Ticketing - Ticketed Events Overview
- Ticketing - Entry Types & 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
- Cloning & Archiving Events
- Adding a DIY Fundraising Theme
- Creating Promo Codes
- Event navigation
- Registration - Overview
- Registration - Entry Forms
- Registration - Adding waves
- 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
- Profile Sticky Bar
- Social Sharing: Instagram
- Closing registration and closing an event
- Registration - Multi-Entry
- Setting up Target Handles
- Setting up Donation Reminders
-
- Supporter Care: Get Started
- Password Reset Quicklink
- Updating Fundraiser Details
- Entrants - Manual And Bulk Uploads
- Entrants - Merging Account Records
- Entrants - Reassigning Between Events
- Entrants - Managing Teams
- Entrants - Reassigning Team Captains
- 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
-
- Pages & Site Content: Get Started
- Visual Builder - Getting Started
- Messages: Getting Started
- Messages - Creating a Message
- Visual Builder vs. Classic Builder
- Visual Builder - Mobile-first Experiences
- Visual Builder - Sections, Columns and Blocks
- Visual Builder - Donation Form Block
- Visual Builder - Donation Feed Block
- Visual Builder - Social Share Block
- Visual Builder - Templates
- Visual Builder - Full Page Templates
- Copy content from one page to another
- Creating Donation and Appeal Pages
- Visual Builder - Adjusting widths of Sections and Columns
- Visual Builder - Background Images, Colours & Videos
- Creating a page header
- Header - Slider Carousels
- Header - Image tips
- Creating Webforms
- Webforms - confirmation emails
- Expression of interest forms
- 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
- Creating Blogs
- Editing The Footer
- Sizing Cheat Sheet
- Embed a map
- SEO
-
- Reports & Data Exports: Get Started
- Creating Custom Reports
- Creating a Custom Donation Report
- Reporting Basics: Top tips to manage your reports
- Report Fields Glossary
- Tracking your event performance
- Ticketing - Reporting
- Resources: The Conversion Calculator
- Reporting- Advanced Search & Smart Lists
- How to set up a Smart List
- Reporting - Scheduling to send
-
- Integrations: Get Started
- Facebook Fundraiser
- Connecting to Double the Donation
- 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 Autopilot
- ID256
- Connecting to Salesforce
- Connecting to Raiser's Edge NXT
- Raiser's Edge Default Mapping
- Configuring SMS
- Configuring SMS Donations
- Syncing Data to Kudosity
- Google API Keys
- Adding 3rd Party JavaScript Libraries
- Connecting to Stripe
- Connecting to Zapier
- Connecting Webhooks
- Loqate address lookup
- Setting up reCaptcha
- Enabling Google Fit
- Enabling Strava
- Live Streaming
