Knowledge Base

• Tags and Groups 14 Articles
  • Creating and Using Custom Groups
  • Creating and Using Tags
  • Custom Smart Groups
• Importing 2 Articles
  • How to Import Contacts
  • How to Import Donations

• Custom Smart Groups

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• Issuing Refunds

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• Change Your Team Email
• How to Change your Sending Email Account
• How to Edit Stripe (Bank Account) Information
• Integrating with MailChimp
• Inviting and Managing Team Members

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• Activities 6 Articles
  • Adding Donations (checks, cash, other)
  • Contact Activities
  • How to Create a Task
  • How to Create and Manage Pledges
  • How to log Actions
• Contact Management 2 Articles
  • How to Merge Contacts
  • Organization vs Individual

• How to Create/Edit/Delete a Contact

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• Donation Page Dashboard
• Fees and Reporting Fees
• How does FundHero’s search work?
• Issuing Refunds
• Organization Structure/ Campaign Bank Account and EINs

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• Create or Edit a Template

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• Accepting Donatons 4 Articles
  • Connecting to your Bank Account
  • Create a Donate Button on Website
  • Embed Donation Page into Website
  • Processing Fee Coverage

• Editing Donation Pages
• Pausing a Donation Page

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• Demo Video

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• FundHero Reports

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