Knowledge Base
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User Management
Account & General Setup
Organization
Modules
Payment
Shared Content
Security Management
Invoice
Email
Event Setup
Event Details
Go Live
Registration Information
Sponsorship Items
Content Management
Pages
Sections and blocks
Design
User Profile Fields
Edit Content (Legacy)
Message Templates
User Management
Surveys
Donors
Participants & Teams
Tickets & Tables
Revenue Management
Assign Package Codes (Solicitation Codes)
Offline Pledges
Payment and fundraising information
Promo Codes
Transactions
Tax Receipts
Manage
Setup
Analytics
Reports
General Questions
Pledge / Multi-Pledge
General Donation
Downloads
Common Reports
Export Data
Flat File
Integrations
DonorPerfect
MailChimp
Google Analytics
Strava
360MatchPro by Double the Donation
Address Complete
Live streaming
Customer Support
Back to home
Knowledge Base
User Management
Account & General Setup
Organization
Modules
Payment
Shared Content
Security Management
Invoice
Email
Event Setup
Event Details
Go Live
Registration Information
Sponsorship Items
Content Management
Pages
Sections and blocks
Design
User Profile Fields
Edit Content (Legacy)
Message Templates
User Management
Surveys
Donors
Participants & Teams
Tickets & Tables
Revenue Management
Assign Package Codes (Solicitation Codes)
Offline Pledges
Payment and fundraising information
Promo Codes
Transactions
Tax Receipts
Manage
Setup
Analytics
Reports
General Questions
Pledge / Multi-Pledge
General Donation
Downloads
Common Reports
Export Data
Flat File
Integrations
DonorPerfect
MailChimp
Google Analytics
Strava
360MatchPro by Double the Donation
Address Complete
Live streaming
Customer Support
User Management
View, update and manage your constituents, be they Donors, Participants, Volunteers, Purchasers, Attendees or Billing Contacts.
Surveys
How do I create survey questions?
Donors
How do I change a recurring donor's credit card?
How can I change someone's name on the honour roll?
What does the "Noncompliant with TLS" error mean?
How do constituents change their password?
How do I move a donation?
If I change a user's information, is it re-exported?
How to edit an existing user?
Enabling the portal for recurring donors to update their credit card and gift information
Changing a donor's gift type or tribute card (eCard & Printed)
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Participants & Teams
How do I manage teams?
How do I unlock a participant's password?
Can we auto-create or import participants in bulk?
How do I delete a participant?
How are fundraising milestone badges assigned to participants?
Allowing fundraising teams to have multiple captains
See more
Tickets & Tables
Managing attendees, tables and tickets in Ticketing events.
