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  2. Organization Portal

Organization Portal

Campaign Setup

  • Full Campaign Setup Video Tutorial
  • How to create and manage Levels & Streams
  • How to add and manage your "Matchers" page
  • How to add and manage teams
  • How to customize a donation confirmation letter

Tools and Reports

  • How to download a Stripe Report
  • How to Interpret a Stripe Report
  • How to export all the receipts
  • Exporting team data
  • Exporting donor data

General Questions

  • Donor & Matcher Prospecting: Understanding the difference between a matcher and mid-tier donor
  • Payouts explained
  • How long does it take to set up a campaign?

Legal Entities and Payment Methods

  • How to set up a legal entity
  • List of available payment options
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