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  1. Donation Tracking

    With donation tracking, administrators can view and edit detailed information related to every donation a campaign received, as well as sort and export data based on these filters. This information includes: Donation date Donor Recipient (whose goal or team goal the donation was for) and message Amount Payment
    Knowledge baseAug 25, 2016
  2. How to edit donation or registration email receipt

    To edit donation/registration email receipt, please follow these steps: Go to the admin panel Navigate to Emails > Auto-Responders tab. Open the "Donation Confirmation" and "Registration Confirmation" email template. Make the necessary edits. Please see How to edit an auto responder
    Knowledge baseSep 19, 2019
  3. How to verify an offline donation

    If a fundraiser receives a check or cash donation, they must enter it as an offline donation. An administrator will need to verify the donation when it is received by the organization. Once the donation is verified, it counts towards the fundraiser's goal. There are two ways for an administrator to verify an offline
    Knowledge baseAug 25, 2016
  4. NeonCRM Logs and resyncing donation records

    The NeonCRM Logs in Rallybound provide detailed information regarding all donation records that have been synced to NeonCRM. To access the logs, navigate … After clicking the NeonCRM Logs button, a modal with the log will open and display every donation record
    Knowledge baseJan 29, 2019
  5. How to add a dedication to an existing donation

    In the admin panel, you may edit almost any element of a donation even after it is submitted. This is done in the donation tracking ("Donations") tab. To add or edit a dedication related to a donation, follow these steps: Log in to your admin panel (at Click "Donations" in the left sidebar
    Knowledge baseOct 31, 2016
  6. How to edit the donation thank you page

    There are various sections to the donation thank you page : Donation thank you page title - Title of the page Donation thank you page text - Body … the necessary changes and click Save button in the bottom. For information on post-donation registration options, please click here.
    Knowledge baseMay 12, 2019
  7. Profile image not appearing in donation lists

    that donors can mask their identity or remain anonymous. Therefore, when a donor uses this feature for a donation, their profile image will not appear alongside that donation in donation lists.
    Knowledge baseOct 31, 2016
  8. How do I pause or delete a recurring donation plan?

    Donors can pause and/or end a recurring donation plan from within the donor portal. To do this, follow these steps: Navigate to the Payments tab in the user profile section Click the profile image in the top right of the site Click "Profile" Click "Payments" Click "Recurring Plans" Select the desired donation
    Knowledge baseJul 25, 2019
  9. How to modify default donation amounts

    On the donation page, we feature preselected donation amounts to guide donors to donate. Follow these steps to edit the default values on these buttons: Log … admin username, navigate to the donation page) Click "Enable Editing" in the top right Edit the default amounts and click "Save Changes" in the top right
    Knowledge baseOct 31, 2016
  10. How to add or edit a donation (instructions for administrators)

    Administrators can add donations manually on behalf of a donor or a sponsor. To do so, follow these steps: Log in to your campaign admin panel ( Click "Transactions" > "Donations" in the left sidebar Click "Make Donation" at the top of the window In the resulting window, enter donor information
    Knowledge baseMay 24, 2018