Please Note: Embedding is not optimal as it is less secure and at more risk for fraudulent donations. How to embed your donation page: Take the code below and change the “teamname” to your unique team name. *Team names are case sensitive* (This was created on initial sign up and can […]
How to Merge Contacts
Shift and click! All donation and activity history from the timeline will be merged together You can merge contacts on the desktop version of the app by doing the following: Navigate to the duplicate contacts Select the first contact Hold the shift key down, click on the second contact A […]
FundHero Reports
The reports tab is designed for you to view key information regarding your outstanding pledges, contributions, and contact history. It also allows you to easily export this information to excel so you may manipulate it and use it in whatever form you need outside of FundHero. FundHero currently has five […]
Creating and Using Custom Groups
Groups are fields that help organize contacts based on common traits. They are designed to be extremely flexible and are fully customizable for each team. It’s important to note that tags are assigned to donations to help organize individually at the donation level. Custom Groups To create a group: Click List […]
Outstanding Pledges Smart Group
Smart groups are groups built by FundHero based on the information in your account. You can recognize smart groups based on the smart icon . To pull up the Outstanding Pledges Group: Click Contacts in the main navigation bar Select the Groups Icon Navigate to Outstanding Pledges Fulfilling a Pledge Using the group above, select the contact with […]
How to Import Contacts
Before Importing Contacts: If you want to add contacts to groups, you need to make sure you create the group before you begin the upload. Please Note: Contact imports will produce duplicates. FundHero is currently limited to 500 contacts in the basic version. You will need to upgrade to premium […]