The Funraisin Admin
Every Funraisin website supports an admin interface which allows charities to manage and maintain their site.
Each Admin is shared across all sites so the admin itself is not able to be modified for a single site, we do however on occation create custom modules for a single site that allow data entry control beyond the below core modules.
Below is a list of all the standard modules available on any Funraisin powered site. A much more detailed overview of each module can be found within the Modules section.
Admin Modules
Platform Setup
The platform setup, as it's name implies, is where all the key platform settings reside. Many of these settings can be overridden at event or page level.
General Setup
General site setup such as location settings, tax receipt settings, email and sms settings, external API keys etc
Tracking and Analytics
Control Google and Facebook tracking code as well as e-commerce tracking options.
Donation Defaults
Controls the platform default dollar handles as well as general donation defaults
Fundraising Options
Control the platform default fundraising options such as images, fundraising blogs, social sharing plus access things like matched giving
Site Navigation
Administer the site's main navigation (primary, secondary, tertiary, sticky etc). This can also be overridden at event and page level throughout the admin.
Design Setup
Control the site's main styling options such as default CSS, typography as well as email templates.
Automated Emails
Configure all transactional automated emails such as tax receipts, registration confirmation, shop confirmation, etc. These can also be overridden at event level.
Fundraiser Emails
Administer emails that can be made available to Fundraisers in their dashboard area allowing them to use them for gaining donations. These can also be overridden at event level.
Triggers
Setup email and SMS messages that are triggered from various interactions from Fundraisers. These can also be overridden at event level.
Advanced
Misc items such as editing picklists
Accounts
Accounts is where you can control admin access for all admin users. There are 2 sub-modules found within accounts which are
User Accounts
This is where you control your main admin user access. Creating an account requires you to assign the user to a usertype (below)
User Types
User types is where you can setup different access levels which can then be assigned to specific accounts. Access can be restricted to certain modules so for example you can create a usertype of Reconciliation and allow access to the payments module.
Languages (optional)
Not enabled by default, this is our multi-lingual module that allows you to control translation settings and add/edit languages.
Charities (optional)
Also not enabled by default, this is used where there are requirements for multiple payment gateways on a single platform which is usually when you have mult-state based sites
Content Modules
Media Library
Allows admins to upload content directly to the Content Delivery Network (CDN) which is either CloudFront or Rackspace's Cloudfiles, depending on the site's hosting.
Pages
Access to the sites main pages, outside of events.
Assets
Allows admins to upload file assets e.g. PDF, Zips etc which can then be displayed on pages and click throughs tracked.
Webforms
Create html forms that can be displayed on almost any page and included in registration flows
Blog
As it says, a blogging module that allows admins to control their site's main blog.
Fundraising Modules
DIY Fundraising
Create and manage DIY themes which fundraisers can signup to and create their own fundraising pages.
Events
The main module for every Funraisin site, allows you to create and manage Online events, Offline events and DIY events.
Donations
Manage all donation data that comes in on a site.
Entrants
Manage all entrant / fundraiser data for a site.
Teams
Create and manage fundraising teams as part of an Online or DIY event
Organisation Pages
Create and manage organisation pages which are very similar to teams, they are really just one level above since Org pages can have both teams and fundraisers associated to them.
Matched Giving
Enable matched givers used for matched giving campaigns associated to events and donation pages.
Integration Modules
Salesforce
Allows admins to configure and manage their Salesforce sync.
Raisers Edge
Allows admins to configure and manage the Raisers Edge sync.
MailChimp
Allows admins to manage MailChimp syncing such as creating new lists, importing existing ones and then linking them to events and pages etc to have data sent across to the correct list.
Campaign Monitor
Allows admins to manage Campaign monitor syncing such as creating new lists and associating them to events and pages etc.
Autopilot
As above with MailChimp and AutoPilot.
Tools
SMS Codes
Create short codes which can be used for inbound SMS with SMS donations.
Promo Codes
Create and manage promotional codes which can be used for applying discounts or controlling access to events.
Developer
Access to the developer area that provides the ability to perform developer tasks such as the following.
Webhooks
Allows access to create and manage external webhooks. See section on webhooks.
Edit Templates
Allows editing access to the platform wide templates. See section on editing templates.
Upload Custom Fonts
Upload custom fonts which can then be accessed from within the admin editors
Edit Platform CSS / JS
Access the platform wide JS and CSS. See this section for considerations.
Short Urls
Allows admins to create short campaign based urls which then support post click tracking allowing you to report on things like revenue from a link source.
Smart Lists
Create and manage lists from saved searches which are then automatically kept uptodate. These can then be downloaded at anytime or used with the bulk email / SMS module.
