Congratulations! Your giving platform has been upgraded and is ready to roll. You're in! 🎉

It’s time to explore your reporting tools and new features.

Let's walk you through the setup process to confirm your settings are the way you want them moving forward.

1. Configure your primary online giving link

Your new online giving page is live! Your givers will be automatically redirected to your new giving page. Click the link above to customize your giving page even further. Options now include: customizing URL, adding a Header image, allowing givers the option to cover the cost of the processing fee and more!

2. Check ChMS integration

Make sure your integration is all set! Click Organization (top banner), then click ChMS Integration from the dropdown menu.

3. Campus Tracking

Do you have multiple campuses? If so you can quickly configure your account to track multi-campus giving.

4. Create Fund Designations

Your Designations will automatically appear. If you'd like to create new Designations (now called Funds), click the link above to learn how to add new ones. 

5. Invite your team / Add additional managers

Add additional administrators (and manage their permissions!) to help track and promote your giving platform.

6. Read more about Deposits here!

7. Engage your givers / Update website and communication materials!

Optimize your website and communications (slide deck, bulletin, emails, etc.) to increase generosity! 

Did this answer your question?