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Getting started with Donations

This is a collection of articles to get you up and running with online donation campaigns.

Penelope Hill avatar
Written by Penelope Hill
Updated over 8 months ago

You can accept one-off and monthly donations directly into your CRM. Capture rich donor profile information, view and export reports and see donation history on contact timelines.


Installing Donations

This article shows you how to install the donations add-on for your CRM.


Fundraising Settings

This article shows you how to setup your basic fundraising settings.


Connecting your payment providers

This article shows you how to connect to your payment providers to start collecting donations.


Setting your brand logo and colours

This article shows you how to upload your logos and set your brand colours.


Setting up your Email Template

This article shows you how to set up your branded email template.

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