Welcome to FundraiserOne support

Introduction

Introduction to FundraiserOne and getting started for the time.

Contacts & Constituent

A place to view all of your contacts information including their preferences, memberships, regular giving schedules, bequests, alumni and more.

Campaigns & Operations

Regular Payments

How to set and manage regular givers

Memberships

Manage memberships and subscriptions

Volunteers

Funding Application & Distribution

Transactions

How to process gifts, purchases and produce receipts

Receipting

Generate receipts and annual receipts.

Invoicing

Create and send invoices very useful for corporate sponsorship and pledging.

Merging

Merging and sending/printing newsletters, receipts, emails, sms's and exporting data.

Query Generator

Run queries filtering data selection with conditions.

Sending Newsletters & SMS's

Reporting

Run and create your own reports

Importing

Journeys

Build stronger, more personalised relationships by clearly mapping how contacts engage with campaigns, communications, and fundraising activities over their lifecycle.

Widgets

Templates

Create beautiful printable, email and SMS templates that can be sent at any time.

Barcoding

Process transactions quickly and accurately using barcodes.

Users & Permissions

Create user permissions and lockdown certain sections.

Integrations

Integrate different platforms to FundraiserOne.

For Developers

Allow other applications to connect using FundraiserOne's API

Settings

FundraiserOne Settings