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Membership Settings TabText Marketing must be activated for this feature to work. Phones - Show previously added phone numbers to be notified. Add a Phone - This field will allow you to enter…Membership Page Setup · 16 min readSimple Donation Page - Donation Page Settingsy the images as Single with one large image with arrows to scroll or show them as Double, Two By Two or Three By Three if you would like more of a gallery display. - Imag…Donation Pages · 10 min readWhat is the Event Settings tab for?You can click on the Information icon ("i" next to the section label shown with the green circle around it below) to get more details about the features in each section.…Creating & Editing Events - Event Pages · 16 min readHow do I create a Pledge?essive template. If you are using stacked template (where all fields show on one page) or used the Simple Page Designer for your page, the images may appear slightly diff…Entering & Managing Pledges · 12 min readPledge Reportsule as well as on the constituent's Transactions tab. The grids will show: - The Date the transaction was recorded. - The Amount received for pledge payments only. - The…Pledges Grid · 8 min readHow do I create/edit a donation page?You can learn more about sharing your donation page in this article "How can I share my donation page online?"…Donation Pages · 2 min readMembership Setup Tabce. Formula Price Description – Enter a description for the units and how the formula price is calculated. You can include instructions for how the information should be…Membership Page Setup · 18 min readAdvanced Donation Page - Page Designerustomize your donation page by selecting which widgets to include and how they should be styled. The designer will show all the available page widgets on the left column…Donation Pages · 20 min readMember Profile Page Designerecting which widgets to use, what information they should display and how they should be styled. The designer will show all the available page widgets on the left column…Member Directory & Emblems · 9 min readHow does a P2P participant create and edit their fundraising page?e dropdown list, the name of the P2P campaign they registered for is shown. To begin, the fundraiser will click on Edit Page to edit their personal fundraising page. In t…Supporting P2P Fundraisers · 4 min readTransaction & Fundraising Reportsd Constituents grids. You can learn more about views in this article: How to create a new view directly on a grid When creating reports, start with the end in mind. Estab…Transactions Grid · 11 min readLinking a Peer to Peer Campaign to an Event Pagehart on Peer-to-Peer Landing Page - Your event page has an option to show goal progress, if you do not wish the goal progress widget to appear on the P2P landing page, se…P2P - Event Pages · 5 min readInternal Page Viewsed into the software and using the same browser will see the page as shown below. If you can see the grey search bar at the top of the page, this indicates your are viewi…Other Software Functions · 4 min readMember Profile Pagesate name. Preview images for that template will appear on the right, showing different color themes. Once you’ve selected a template, click the blue “Use” button. If you’…Member Directory & Emblems · 3 min readHow do I enter a general transaction?ation about manually entering a membership, please see this articles: How do I purchase or record a membership on behalf of a constituent? For information about manually…Entering & Managing Transactions · 13 min readWhat is the Online Payment Page and how do I create one?name your online payment page and enter the information that will be shown for the automatic thank you emails that are sent to the constituent when a payment is made. Cli…Online Payment Pages · 4 min readWhat are the steps to set up an Simple online donation page?When you create a new online donation page, you first must choose the Simple or Advanced designer. The simple designer has a stan…Donation Pages · 2 min readWhat is the Pledges grid?he totals updated on the grid right away. The Gifts grid will always show the immediate transactions, but the Pledges grid will be refreshed overnight with recent payment…Pledges Grid · 3 min readHow do I create Mail Merge Pledge Template letters?on. 11. Some important fields here include: Today's Date - to always show the current date on your letter. Pledge Amount - for the total amount of the commitment when usi…Mail Merge Gift, Pledge & Invoice Templates · 6 min readWhat are the steps to set up an Advanced donation page?When you create a new online donation page, you first must choose the Simple or Advanced designer. The simple designer has a stan…Donation Pages · 2 min read