Before you begin...

• Confirm that your Organization is Validated
• Setup your Organization Profile Page
  
• Setup your Merchant Services
• Import your Address Book

Setting up a Campaign

• How do I setup a campaign page?
• How do I add appeal pages to a campaign?
  
• How do I see examples of different types of campaigns and appeals?
• How do I change the layout of a campaign page?
• How do I add Youtube video and other media to a campaign page?
  
• How do I set up payment methods?
• How do I customize special instructions for donors?
  
• How do I create and edit thank you notes for the different payment types?
• How do I setup Giving Clubs to encourage larger donations?
• How do I setup Directed Giving opportunities for donors?
• How do I add appeal pages to a campaign?
• How do I preview the campaign before publishing it?
• How do I change the owner of the campaign?

Involving Supporters

• How do I invite board members (or others close to our organization) to create appeal pages in support of a campaign?
• How do I invite supporters to create a grassroots fundraiser for a campaign?
  
• What is the difference between an appeal and grassroots fundraiser?
• How do I get a link to a campaign or appeal to share with friends? 
• How do I get a shortened link to a campaign or appeal to share with friends?
  

Collecting Funds

• How do I set up payment methods?
• How do I enter offline donations that have already been made (so that I can record all of our donation data in one place)?
• How do I create and edit the thank you emails that donors receive?
• How do I get an overview of how a campaign is doing?
• How do I remind those who pledged to send checks to send them?
  
• How do I log stock and wire transfers?
• How do I log pledge payments?
• How do I view details for a particular donation?
• How do I coordinate donations with accounting?
  
• How do I void a transaction?

Managing a Campaign

• How do I create email thank you emails for donors?
• How do I review all donations made to a campaign?
• How do I export a spreadsheet of all my donations?
• How do I add a CRM ID (donor management) to contacts?
• How do I send email reminders about a campaign?

Promoting a Campaign

• How do I compose and send an email solicitation to drive traffic to a campaign?
  
• How do I write an effective email solicitation?
• How do I create widgets and buttons that will take supporters from our organization's website to a campaign page where they can donate?
• How do I promote a campaign via email solicitations?
• How do I send reminder emails?
• How do I promote a campaign on our website?
• How do I promote a campaign on Facebook?
• How do I promote a campaign on Twitter?
• How can supporters share details of our campaign with their networks (friends and family)?

Best Practices

• Coming soon...