Here you’ll find an overview of your Dashboard, links to helpful articles to optimize your tools, and a "Getting Started" checklist.

The first thing you’ll notice when you log in, is your Dashboard. This tab will provide a snapshot of your impact so far in both numerical and graphical formats. It’s a great way to check your progress and see how much good your organization is doing.

View a real-time feed of donations, manage refunds, view additional information about individual donations, and pull reports from this convenient tab.

Your Community tab allows you to manage data for Donors and Non-Donors. You can switch between these two categories using the radio buttons at the top of the screen. There, you can also search for a particular Contact, or view a list of all of your Contacts.

To interact with a particular Contact’s Profile, click the three vertically-arranged dots on the right-hand side of the Contact’s line item. From there, you can choose to View Profile, Delete Contact, or Copy Email Address. You can also simply click on the Contact to view their profile.

Each Contact Profile contains two main sections: the Activity tab and the Settings tab. The Activity tab shows real-time donation data for that Contact, and the Settings tab is where their Profile, Payment, and Donation Settings can be found.

Donors have access to their Settings, however, if they require assistance, please see our helpful article on Troubleshooting.

This is where the action happens.

Typically, there is a prebuilt Employee Giving campaign template. If you click on the campaign, you'll see all the important attributes of campaigns across the top tabs.

Your rewards tab allows you to create Rewards that will get triggered when users take positive actions. There's no better way to encourage good deeds than to reward them with more goodness.

This may be the last tab on your platform, but it could be your first stop when you’re getting set up. Your platform’s Settings tab is the home of your branding, administrative permissions, and more; so it’s a good idea to get this tab in order before you do anything else.

The main Settings screen has a variety of modules on it: