Account Setup & Website Promotion

Guides to help you set up your new giving platform, and share it correctly on your website!

8 articles in this collection
Written by Drew Penfield and Kacie Frazier

Let's Get Started!

Manager Portal Overview

The central hub of your giving platform

Written by Drew Penfield
Updated over a week ago

Giving Platform Setup Checklist ✔️

Welcome to your manager dashboard! Here are your first steps to configuring your giving platform account and reporting tools.

Written by Kacie Frazier
Updated over a week ago

Online Giving Customization Overview

How to personalize your giving platform

Written by Kacie Frazier
Updated over a week ago

Configure Online Giving Page (aka: Giving Portal)

Here are the first steps to getting your online giving portal live!

Written by Kacie Frazier
Updated over a week ago

Your Website

Website Updates: Layout & Verbiage Recommendations

Make your organization’s website a catalyst for generosity.

Written by Kacie Frazier
Updated over a week ago

Awesome Website Examples

Your organization’s giving page should be a generosity magnet. Check out these awesome websites!

Written by Kacie Frazier
Updated over a week ago

Sample Giving FAQs for your awesome website

Givers have questions; we've got answers!

Written by Kacie Frazier
Updated over a week ago

New Account Application and Approval FAQs

Account Approval FAQs

Frequently Asked Questions for new account applications

Written by Kacie Frazier
Updated over a week ago