Welcome to Evergiving Help

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Resources for users and administrators


Face to Face Fundraising

This section covers the management of teams, locations, and field logistics. Learn to configure forms for various purposes and set up and manage complete campaigns.

Digital Fundraising

Here you will find guidance on setting up and configuring digital forms, managing QR codes, and implementing other online fundraising mechanisms.

Call Centre Fundraising

Configure data imports, call lists, and dialer logic. This section also covers the management of phone agents and the setup of phone-based fundraising campaigns.

Residential Fundraising

Manage territory allocation, data imports with geocoding, and mapping tools for efficient route planning and tracking of door-to-door activity.

Security & Compliance

This section details the vital measures for securing donor data, ensuring compliant processing, and building a foundation of trust with your supporters.

Payments & Payment Gateways

Understand how payment gateways work, the steps required to set them up, their configuration options, and the different payment methods available.

Training, Achievements & Payroll

Explore how integrated systems for training, performance gamification, and payroll help enhance fundraiser performance, quality, and recognition.

Data exports, APIs, Reporting & Business Intelligence

Learn how to export data and use APIs, reporting, and business intelligence tools to refine your campaign strategies and track donor retention.

Need extra support? email us at support@evergiving.com