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