The Knowledge Base

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.

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 - Categories

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

Shop - Virtual Gifts & Cards

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

Shop - Adding the cart to the navigation

Add the shopping cart to your navigation.

Shop - Adding merchandise to the reg flow

Setting Up Translations

Get started with translations

Design Tips - Elevate Your Site Content

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.

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.

Enabling Strava

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.

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

Creating Blogs

Create regular and up to date content for your site using blogs.

Importing Donations

Import donations in bulk to your platform using our CSV template

Gift Aid Claim

Claim Gift Aid directly via your platform.

How to set up a Smart List

Smart Lists are a handy feature in the platform to easily access updated data. You can convert your Donations or Entrants searches into a Smart List and it will be kept updated as new data becomes available that matches the search query.

Personalising tax receipts

Update tax receipts at platform, event, page or charity level.

Live Streaming

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

Working with UTMs

Registration - Invite a friend

Subdomains

In appearance, the subdomain is an extra part added to the start of a website’s primary domain e.g. support in support.funraisin.co

Google Analytics 4 [GA4]

GA4 can provide you with an overview of what is happening on your site, such as users, where they’re coming from, conversions, and how adverts are performing.

Reporting - Scheduling to send

Scheduled reporting allows you to be strategically informed through daily, weekly, or monthly data exports which can be filtered to only show a subset of the data that you require.

Profile Sticky Bar

Blocklists

Sizing Cheat Sheet

This is a quick sizing guide for some common elements used on the Funraisin platform - a useful tool when sourcing assets and content for your site!

Cookies

Cookies on the Funraisin platform.

SEO

SEO on the Funraisin platform.

Embed a map

Embed a Google Map onto any content page.

Closing registration and closing an event

Get ready to close registrations and prepare for event day.

Registration - Multi-Entry

Have your entrants invite a friend whilst signing up.

Setting up Target Handles

Setting up Donation Reminders