Stewardship Technology
Client Support
Donor Support
Marketing
Categories
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Account Management
- Quick Start Tutorial Video
- Creating Different Account Manager Groups and Users
- Custom Donation Processed Email
- Dashboard Donor Reports
- How to Set Up Text to Give
- How to Update Contacts on Your Profile
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Designations
- How to Add a New Designation
- How to Edit an Existing Designation
- How to Change the Status for a Designation
- How to Change the Designation on a Settled Transaction
- How to Delete a Designation
- How to change the Settlement Account for a Designation
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Donation Links and Giving Forms
- General and Custom Fundraising Links Training Video
- How to Create a Custom Link Using the Specifying One or More Designations Option
- How to Edit Your Donate Link
- How to Customize the Header Text and the Footer Text
- How to Find and Download your QR (Quick Response) Code
- The Biggest, Bestest, Most Awesomest Giving Form
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Donor Account Questions
- Donor Management Video
- A Donor's Profile
- How to Use the Pledges Section
- Adding a New Donor
- How to Merge Two or More Donor Profiles
- How to Edit a Donor
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Embedding Links
- How to Embed your link on GoDaddy
- How to Embed your link on Google Sites
- How to Embed your link on Shopify
- How to Embed your link on Squarespace
- How to Embed your link on Wix
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Events
- Event Registration
- Event Registration Training Video
- Giving Links for your Event Sponsors
- Transitioning to a Virtual Event - Video
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Integrations
- How to Integrate with eKyros
- eKyros Online Giving Integration Video Tutorial
- How to Integrate with Infusionsoft
- How to Integrate with WayCool
- WayCool Integration FAQs
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Reports
- Comprehensive Reports
- Top 5 Stewardship Reports
- How to Generate a Single Report
- How to Schedule a Recurring Report
- How to Access and Utilize Monthly Statements
- How to Generate a List of Recurring Donors
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Transactions
- How to View Transaction Details
- How to Issue a Refund
- How to Process a Quick Transaction
- How to Add a Manual or In-Kind Donation
- How to Void a Manually Entered Gift
- How to Change the Date of a Transaction
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Tax Receipts
- Best Practices for Year-End Tax Receipts
- How to Select Designations for Tax Receipts
- Personalize Your Tax Receipt Settings
- How to Customize Tax Receipt Settings
- Configure Your Email Cover Letter
- Configure Email Cover Letter for Tax Receipts
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Technical Support Articles
- Adding and/or Editing a Theme
- Customize Your Theme Settings
- How to Turn Off the Pop-up Blocker Settings in Chrome
- How to Turn Off the Pop-up Blocker Settings in Firefox
- How to Turn Off the Pop-up Blocker Settings in Microsoft Edge
- How to Mail Merge to Create Avery Labels in Word
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Your Payment Account
- How to Add a Payment Account
- How to Edit a Payment Account
- How to Add a New and/or Delete a Payment Account
- How to Delete a Payment Account
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Your Donations
- Creating a Donor Account
- How to Schedule a New Donation
- How to Edit a Recurring Donation
- How to Cancel a Recurring Donation
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Tax Receipts
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Technical Support Articles
- How to Turn Off the Pop-up Blocker Settings in Chrome
- How to Turn Off the Pop-up blocker Settings in Firefox
- How to Turn Off the Pop-up Blocker Settings in Microsoft Edge
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Marketing Guide
- How to Schedule Post(s) on Facebook
- Provide Ways for Your Donors to Give
- Your Marketing Guide to Nonprofit Fundraising
- End of Year Campaign Planning
- SMART Goals and Report Training
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Graphics
- A Small Amount can Make an Impact, Graphic
- You Can Give Online, Graphic
- Make a Difference, Graphic
- Easy Safe and Secure, Graphic
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COVID-19 Communication
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#GivingTuesday
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Non- Profit
- Email Template Announcing to Donors Online Giving #1
- Email Template Announcing to Donors Online Giving #2
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Faith Based
- Email Template Announcing to Donors Online Giving #1
- Email Template Announcing to Donors Online Giving #2
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Education
- Email Template Announcing to Donors Online Giving #1
- Email Template Announcing Online Giving to Donors #2
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Healthcare
- Email Template Announcing to Donors Online Giving #1
- Email Template Announcing to Donors Online Giving #2