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Data Model

• Data Model

Payments

• Introduction: Payments
• How to cancel a payment
• How to refund a payment
• Bookkeeping

Payments Channels

• Introduction (Payment Channels)

Contacts

• Introduction: Contacts
• How to anonymise contacts
• How to archive a contact

Form Builder

• Introduction: Form Builder
• How to copy existing form
• How to configure fields in a form
• How to configure purpose(s) in a form
• How to configure payment type and method
• How to embed a form on your website

Communication

• Ensuring Emails Do Not End Up in the Spam Folder

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

SMS Outbound

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

Telemarketing and street canvassing

• Introduction: Telemarketing and street canvassing (Onboarding)
• Create a new campaign in Onboarding
• Create new workflow in Onboarding
• Pre-filling campaigns in Onboarding

Export

• Introduction: Export

Q&A

• 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?