Help Article Archive

Add a Campaign Thermometer (Progress Bar) to Donation Forms

When running a campaign with a target fundraising goal, it’s always a good idea to create a sense of urgency and provide clarity for how close you are to reaching your goal. As you get closer and closer, donors may ...

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Grants Module Overview

This article will outline how to make use of the Grants module and how it’s connected to other parts of the platform. Grants Listing Similar to the donors listing, the Grants listing lets you filter, sort, and search for the ...

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Creating Your Annual Donor List and/or Thank You Letter

Each year we need to create either a donor list for our website, a giving summary thank you letter, or both. This article will explain how you can accomplish this. Creating Your Giving Summary Letter Template First, if you will ...

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Creating Year-End Appeals

Once again it’s time for your organization to send out year-end appeals. When creating year-end appeals, it’s important to segment them so that not everyone receives the exact same letter. You don’t want to appear too impersonal, especially to those ...

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Resolving Errors That Occur When Generating Your Letter

When creating your custom letter templates, occasionally you may encounter an error when generating a preview of the letter, or when generating the letter itself. These errors are usually caused by changes in the formatting of the letter interrupting the ...

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Donation “Acknowledged To” Field

Gifts made in honor of, or in memorial of, someone are often brought about because the honoree is already a supporter of your organization. In addition to tracking the actual text of the honorarium (IE In Honor of Bob Adams), ...

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