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What is a dashboard?e responses, how many surveys were emailed in the last 12 months, and what the average number of questions were asked in each of those surveys. The Peer to Peer Module Dashb…Dashboards · 10 min readHow can I see statistics for links on different campaigns?ee statistics for links clicked in different campaigns by clicking on the drop-down menu labeled “Statistics for,” which is located just above the link click count bar graph…Email Marketing Overview Page - Campaign Response Rates · 1 min readWhat is the Campaign Trends tab on the Overview page for?The Campaign Trends tab is where you can compare the performance of your campaigns over time. The numbe…Email Marketing Overview Page - Campaign Response Rates · 1 min readMember Only Documentsill be able to populate the following fields: - Document Name – Enter what you would like to show as the display name for this document. - Tags – Enter in values that repres…Membership Only Documents · 3 min readHow do I create a poll?the survey when it is not active. You also have the option to decide what type of chart is shown after the response is submitted. - Type of chart to be displayed for Poll R…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 7 min readTransactions Module OverviewThe Transactions & Invoices Module is where you can see and manage all transactions that are recorded i…Transactions Module Overview & Basic Information · 4 min readMember Only Document StatisticsTo view the Member Only Document Statistics navigate to the Workspace menu and move over General Members Member…Membership Only Documents · 1 min readTransaction & Fundraising Reportsrange “Year-to-Date" from the Quick Query sidebar. It doesn’t matter what order you make your selections in this case. Once the data is populated on the grid you can save t…Transactions Grid · 11 min readHow do I know what link I am viewing statistics for?In the Link Performance tab, each bar on the bar graph represents a link that was included in your email c…Email Marketing Overview Page - Campaign Response Rates · 1 min readWhat is the Link Performance tab on the Overview page for?On the Link Performance tab you can see a list of all the hyperlinks you included in your message. This ca…Email Marketing Overview Page - Campaign Response Rates · 1 min readWhat do the widgets do?For every P2P campaign there are different widgets that can be embedded on your website to display your campaign and fundraise…Overview & Setup · 2 min readCan I resend an email campaign to those who did not open?Yes. Go to the Email Marketing Module, to the Overview page. 1. Select the campaign in the dropdown menu next to S…Email Marketing Overview Page - Campaign Response Rates · 1 min readHow can I view the trend for a particular campaign category?The Campaign Category describes the category for the email recipients list you selected for your survey…Email Marketing Overview Page - Campaign Response Rates · 1 min readWhat types of surveys and forms can I create?The Survey/Forms module can make surveys used to collect information from your constituents or from ano…Surveys/Forms - General Information · 2 min readView and Quick Queries Side Baritems selected. For example, if you want to ensure your mailing list does not include any bad addresses, you can use Excludes Mailing Statuses and choose Bad Address to rem…Grid Features · 2 min readIs there a progress bar that will let survey participants know how far along they are?You can decide for each survey whether to show a progress bar or not. To make this selection, go to the Header tab on the Survey Styling…Surveys/Forms List Page - Creating Surveys, Applications, Polls and Forms · 1 min readInternal Page Viewsion information area, internal users have permissions that the public does not including: 1. No requirement for email when recording an internal registration. 2. Selection o…Other Software Functions · 4 min readSend Direct Emails from the Actions Menuusually the sender - Interaction Type - select from the dropdown list what kind of interaction is being recorded, typically "email" is selected - Category 1 and Category 2 -…Actions Overview · 6 min readFrequently Asked Questions about the Implementation Processeks to complete your data conversion once we receive your clean data. What if I want to convert more data after I finish my implementation? It is best to send all of your da…Implementation & Data Conversion · 17 min readHow do I create a Pledge?ayment that is entered will have those fields auto-populated based on what was entered with the original pledge. 20. After completing the remaining fields as appropriate, ch…Entering & Managing Pledges · 12 min read