Concepts
Learn about CSiDonate's admin area, including how to access it, and reference information for each page/section in the admin area.
All about Ambassador Mode, how to set up fundraising ambassadors with their own template URLs and track dollars raised by ambassador.
Working with templates in Challenge mode, which displays a progress tracker towards a monetary or donor count goal.
The Giving Dashboard is a core component of the new CSiDonate Crowdfunding module. Learn how to maximize usage of this invaluable tool.
A guide to configuring and using multiple tributes, which allows donors to name and send a notification to up to 25 tributes each with a customized gift message.
Information on recurring donations, including what to do when a recurring donation notification is missed or does not reconcile.
An overview of how CSiDonate processes payments, including information and troubleshooting steps for payment failures.
Learn how to hook up a Twilio account with CSiDonate to enable Text to Give!
How to use the Rapid Entry template mode to enable your volunteers and event staff to rapidly enter gifts on behalf of your donors.
Financial account overview, batch / cash account settings, and how these settings relate to donation templates.
An overview of the template system in CSiDonate, including template settings and example scenarios for how to make the best use of your templates.
Receipt and tribute notification template information, including which replacement tokens are allowed in the e-mail templates, can be found here.
Information around how CSiDonate handles the concept of tributes, including tribute notifications and tribute contacts.