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Data Model

• Data Model
• Edit metadata in a DataSet

Agreements/Subscriptions

• Introduction: Agreements/Subscriptions
• How to Edit a Personal Agreement
• Pause an agreement
• Cancel a personal agreement
• Change Payment Method
• Cancel payment method
See all 8 articles

Payments

• Introduction: Payments
• How to Edit Purpose on a Payment
• How to cancel a payment
• How to refund a payment
• Bookkeeping

Payments Channels

• Introduction (Payment Channels)
• MobilePay

Form Builder

• Introduction: Form Builder
• Introduction to the Form’s Purpose(s)
• How to Configure Purpose(s) in a Form
• Create a new form
• How to copy existing form
• How to configure fields in a form
See all 15 articles

Telemarketing and street canvassing

• Introduction: Telemarketing and street canvassing (Onboarding)
• Create a new campaign in Onboarding
• Create new workflow in Onboarding
• Add your agency in Onboarding
• Pre-filling campaigns in Onboarding
• Understand leads and sessions in Onboarding
See all 7 articles

Contacts

• Introduction: Contacts
• How to Merge Contacts
• How to anonymise a contact
• How to archive a contact
• When a contact wishes to be forgotten - how do I delete them?

Communication

• Introduction to Communication
• Ensuring Emails Do Not End Up in the Spam Folder
• How to Edit an Email in Communication
• Confirmation Messages for Sign-up
• Notifications for Recurring Charges
• Confirmation Messages for Changes in Payment Agreements
See all 13 articles

SMS Outbound

• Introduction: Send text messages (SMS Outbound)
• How to send sms batch

SMS Inbound

• Introduction: Receive text messages (SMS Inbound)
• How to achieve permission to collect funding by text messages
• How to reserve keywords
• How to set up campaigns without reply messages
• How to set up reply messages without payment
• How to set up SMS campaigns with payments

Export

• Introduction: Export
• How to create a new export
• Export Invoice data

Tracking

• Facebook Conversion API
• Get ready for Google Analytics 4

Q&A

• How to delete a user
• I can't log on to OnlineFundraising – what should I do?
• How do I change my password?
• How do I create a new user?
• How do you charge for time spent?
• How to Integrate MailChimp and OnlineFundraising with Zapier