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.

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 - Full Page Templates

Shop - Adding Personalisation to Your Virtual Gift

Shop: Adding merchandise to the reg flow

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

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

Event Setup: Get Started (Copy)

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

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 - 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.

Merging entrant account records

Combine duplicate entrant records into one account.

Managing team entrants

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

Reassign a Team Captain

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

Columns - Percentage Width

Background Images, Colours & Videos

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.

Personalisation Tags

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

Header - Types and Setup

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

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.

Enabling PayPal for Regular Giving

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.

Matched Giving

Double your donations with matched giving!

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.

Refunding transactions

Refund merchandise sales, raffle tickets and registration fees.

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: Content Management & Creating Appeal Pages

Learn how to set up and test donation, appeal and crowdfunding pages, as well as thank you pages & emails.

Training: Peer to Peer Supporter Care

Learn how to help your supporters update their fundraising pages, and manage your offline donations and data.

Training: Reporting and Data Exports

Learn how to set up and edit custom reports, prepare data exports for your CRM upload and pull data for reconciliation.

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.

Loqate address lookup

Add Loqate address validation to your site, to allow address lookup for registration and donation forms.

Sub-Navigation Menu

Manage sub-navigation menu items for custom navigations on your platform pages

Assets - trackable downloads

Use the Assets Module to store files and track downloads

Shop - Adding Products

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

Visual Builder Masterclass

Webinar: Fundraising Appeals Masterclass

Webinar: Email Marketing Integrations

Setting up reCaptcha

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

An Introduction to live streaming

Encourage fundraisers to add live streaming to their fundraising page.

Live Streaming

Enable the ability for fundraisers to embed video players on their fundraising pages and stream live!

Creating a Lightbox Pop-up

Use a Lightbox to grab the users attention

Creating an Image Carousel

Add multiple images to your web page by using image carousel.

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.

Funraisin Live: The Latest in Virtual Events

Shop - Adding the cart to the navigation

Add the shopping cart to your navigation.

Setting Up Translations

Get started with translations

Design Tips - Elevate Your Site Content

Multiple Entries

Personalised URLs (PURLs)

A PURL is a personalised URL (Unique Resource Locator), and by personalised we mean a landing page that is personalised with details such as the First Name, Last Name, Donation Amount or other specific content within the page or form to personalise it further for the supporter.

Shop - Virtual Gifts & Cards

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

Quick Design Tips

Create a new email template

Learn how to set up a unique email template.

Setting up Facebook Pixel

Enabling Google Fit

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.

Shop - Categories

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

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.

Ticketing - Reporting

Learn how to pull data from your online ticketed event.

Resources: The Conversion Calculator

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

Setting up TikTok Pixel

Custom Branded Short URL

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

Changes to Mastercard subscription billing rules

Setting up Target Handles