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Account Types
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Types of Organizations That Can Register for a Charity Account
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Who Should Register Your Charity
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Signing Up for a Charity Account
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I’ve Signed Up for a Fundraising Account But Still Can’t See Donor Details
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I’ve Signed Up for Charity Profile Account But Still Can’t See Donor Details
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Creating/Editing a Donation Form
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Overview: What is a Customizable Donation Form?
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[Customizable Donation Forms] New Donation Form
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[Customizable Donation Forms] General Settings Tab
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[Customizable Donation Forms] Other Customizations Tab
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[Customizable Donation Forms] One-time and Monthly Donation Amounts Tabs
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[Customizable Donation Forms] Custom Email Messages Tab
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Embedding Your Donation Form
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[Customizable Donation Forms] Finding Your Donation Form’s Embed Code
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[Customizable Donation Forms] Is My Website Mobile-Optimized?
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[Customizable Donation Forms] Security and Embedding a Donation Form on Your Website
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[Customizable Donation Forms] Embedding Your Donation Form on WordPress
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[Customizable Donation Forms] Embedding Your Donation Form on Squarespace
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[Customizable Donation Forms] If You Can’t Embed Your Donation Form on Your Website
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Linking Your Donation Form
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[Customizable Donation Forms] Linking Your Donation Form to a CanadaHelps ‘Donate Now’ Button
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[Customizable Donation Forms] Linking Your Donation Form to Your Own ‘Donate’ Button
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[Customizable Donation Forms] When should I link to my donation form instead of embedding it?
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[Customizable Donation Forms] Sharing Your Donation Form on Social Media
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Importing your Historic Data
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[Donor Management System] Data Migration Best Practices
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[Donor Management System] Importing your Historic Contacts
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[Donor Management System] Importing your Historic Contributions
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[Donor Management System] Importing your Historic Funds & GL Accounts
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[Donor Management System] Campaigns vs Funds vs GL Accounts
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Getting Started
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Your Data in the DMS
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Contacts
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[Donor Management System] Navigating the Contacts Tab
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[Donor Management System] Navigating a Contact Profile
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[Donor Management System] Understanding Individuals, Organizations & Households
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[Donor Management System] Adding and Modifying a Single Contact
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[Donor Management System] Modifying Multiple Contacts at Once
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[Donor Management System] Deleting and Restoring Contacts
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Contributions
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[Donor Management System] Navigating the Contributions Tab
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[Donor Management System] Navigating the Contribution Details
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[Donor Management System] Adding & Modifying a Single Offline Contribution
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[Donor Management System] Deleting a Single Contribution
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[Donor Management System] Adding Multiple Contributions at Once (Batch Data Entry)
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[Donor Management System] Exporting Contributions
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Live Transactions
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Receipting
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[Donor Management System] Issuing Tax Receipts
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[Donor Management System] Issuing Duplicate Tax Receipts
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[Donor Management System] Cancelling a Single Tax Receipt
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[Donor Management System] How to Issue Tax Receipts for Couples
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[Donor Management System] Modifying the Default Tax Receipt Emails
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[Donor Management System] Modifying the Default Tax Receipt PDF Message
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Non-Charitable Receipting
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Single Emails
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Thanking your Donor
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Bulk Emails
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Letters & Documents
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Labels
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Campaigns
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Opportunities
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Activities
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Relationships
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Advanced Search
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Groups & Smart Groups
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[Donor Management System] Understanding Groups & Smart Groups
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[Donor Management System] Groups & Smart Groups vs Tags
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[Donor Management System] Adding, Modifying & Deleting a Group
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[Donor Management System] Adding, Modifying & Deleting a Smart Group
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[Donor Management System] How to See All of Your Groups and Smart Groups
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[Donor Management System] Managing Contacts in Groups & Smart Groups
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Tags
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Reports
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Funds & GL Accounts
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Administer & Settings
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MailChimp Integration
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