Using the platform
Roles
Donations & Payments
- How do I check the status of a donation?
- Can I change crowdfunding deadlines?
- How to make a donation?
- Why is the payout account not verified, and status on false?
- What is matching and how do I set it up?
- Why can't I donate?
- How do I check a payout status?
- Can I donate from and to every country?
- Why can't I donate a larger amount?
- How do I create a reward?
- How do I collect money for campaigns?
- How are the payouts secured?
- How to set up co-financing?
- How does pledging work?
- How does the donations payout work?
Initiatives & Activities
- How do the updates on the update wall work?
- How do I set up an activity that is taking place during a longer period of time?
- How to add participants via the Front End?
- How to create a page?
- What do the different initiative statuses mean and do?
- How do I create a crowdfunding activity?
- How do I set up and create a collect activity?
- How do I create a deed activity?
- How to create and manage a team activity?
- How do the activity search filters work?
- How to create an initiative
- How do I create an activity on a specific date?
- How do I review recently submitted initiatives?
Backoffice
- How does the office filter work?
- How to show results on the homepage
- How to add links to your homepage
- How can I highlight activities on the homepage?
- How to add backoffice users?
- How do I set up restricted access for partners?
- How do I create slides?
- Assigning a reviewer to an initiative
- What are segments and how to use them?
- How to add translations?
Reporting
- Impact visualisation with impact statistics
- Reporting definitions
- Reporting dashboards
- When are contributions counted?
Personal area
- Why can't I log in?
- How does the matching functionality work?
- Why can’t I change my name in My Account?
Data & Privacy
- How do the cookie settings work?
- What about data retention?
- What about data privacy and security?
- Which browsers does the platform support?