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Resources for users and administrators


Face to Face Fundraising

This category explains the management of teams, locations, methods and other logistics of face to face fundraising; and form configurations (petitions, lotteries, regular giving, child sponsorships etc), campaign set up and management.

Digital Fundraising

This category explains the set up, configuration options for and use cases of digital forms, QR code management and other delivery mechanisms.

Phone Fundraising

This category explains the configurations and options for data imports and call lists, dialler logic, team and phone agent/fundraiser management, and campaign set up and management.

Residential Fundraising

This category explains territory (turf) allocation and management, data imports and geocoding, mapping and route finding, and door to door interactions tracking.

Security & Compliance

Securing donor data is vital to ensuring compliance and building trust. This category details measures to protect sensitive data and process it securely, and to ensure compliance.

Payments & Payment Gateways

This category explains how payment gateways work, the steps involved to set each gateway up, their various options, and different payment methods.

Training, Achievements & Payroll

Performance, quality and recognition/reward are essential elements of all acquisition fundraising. This category explains how the learning management system, gamification, timesheets and payroll systems work.

Data exports, APIs, Reporting & Business Intelligence

Using data effectively is essential to improving campaign strategies and tracking retention rates. This category explains the different options for exporting data to their destination and the tools that configure them.

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