Congratulations! Your giving platform has been upgraded and is ready to roll. You're in! 🎉
It’s time to explore your reporting tools and new features.
Let's walk you through the setup process to confirm your settings are the way you want them moving forward.
Your new online giving page is live! Your givers will be automatically redirected to your new giving page. Click the link above to customize your giving page even further. Options now include: customizing URL, adding a Header image, allowing givers the option to cover the cost of the processing fee and more!
Make sure your integration is all set! Click Organization (top banner), then click ChMS Integration from the dropdown menu.
Do you have multiple campuses? If so you can quickly configure your account to track multi-campus giving.
Your Designations will automatically appear. If you'd like to create new Designations (now called Funds), click the link above to learn how to add new ones.
Add additional administrators (and manage their permissions!) to help track and promote your giving platform.
7. Engage your givers / Update website and communication materials!
Optimize your website and communications (slide deck, bulletin, emails, etc.) to increase generosity!