If a user donates using FundHero the donation will automatically be added to their contact. However, not all donations will come online through FundHero. To manually add a single donation: Click Contacts in the main navigation bar Navigate to the contact you want to add a donation to Click the Donation button Enter […]
How to Import Donations
Before Importing Donations: Before you import donations you need to do a contact import to ensure the donations have a contact to go to. If you want to add tags to your donations make sure you create the tag before you begin the upload. Please Note: Contribution import is only […]
When will donations arrive in my bank account?
FundHero uses Stripe as our credit card processor for a secure and smooth transaction. Your first donation will take 7-10 days to process as stripe takes that time to verify the validity of your bank account. After that FundHero will give payouts on a Daily-2 day rolling basis. You can […]
Connecting to your Bank Account
This article covers connecting your bank account for the first time, if you are looking to edit your bank account or organization information visit this article. You will need the following information to set up your donation page and get it connected to your Bank Account: EIN Name of Account […]
Organization Structure/ Campaign Bank Account and EINs
Should you sign up as a Company or an Individual? There are two different options in Stripe (FundHero’s credit card processor) for your Organization(entity) Structure. Company (Uses EIN) Individual (Uses SSN) If you are a campaign or nonprofit and have your bank account set up separately for your organization you […]
Demo Video
Organization vs Individual
FundHero has two ways of distinguishing contacts. Organizations and Individuals. Organization If Organization is selected, the contact will be recognized as an organization. You will enter in the organization title in the Organization box and FundHero will pull that as the main name. Anything listed under first and last name […]
Inviting and Managing Team Members
Please Note: Only premium accounts can have multiple users. Only admin accounts (the original creator can add additional users to accounts) To add an additional team member you must: Click the settings icon and in the main navigation bar Navigate to Settings and click the Team button In the User Email box, input the email […]
Creating and Using Tags
Within FundHero, you will find both tags and groups. Tags are associated with donations and activities, while groups are associated with contacts. You can add tags to each donation to help track amounts, events, or other notes that many donations have in common. You can then filter reports by these […]
How to Change your Sending Email Account
Are you trying to send emails from FundHero and want to make sure you’re sending from the correct email? This is the place for you! If you are looking to change your team email which controls the emails that receive donor notifications and send out the automated receipt email, view […]