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Support resources for Fundraising and Engagement

  • Article

This resources page has been set up as a single point of access to help and assist you to use Fundraising and Engagement effectively, and gain the maximum benefit from this powerful package.

To find the Resources page:

  • Select Development from the options in the bottom left corner.

Screenshot showing change area selection options for fundraising and engagement, which include development, fundraising, gifts, events, reports and configuration.

  • From inside the Fundraising and Engagement application, scroll down the side panel to the Learn section and select Resources.

Screenshot showing the Learn group with the resources option and the resources screen for fundraising and engagement.

  • The resources page has different areas to help you set up the Fundraising and Engagement application and is made up of four key parts:

    • Top cards
    • Feature tile
    • Get started tile
    • More resources

Top cards

These cards link to guides that help you set up key tools to enhance your user experience and get the most from the system.

Screenshot showing the three tiles with links to key features within Fundraising and Engagement.

Feature tile

This section contains a series of related links to guide you through key scenarios within Fundraising and Engagement.

Screenshot of the Fundraising and Engagement feature tile showing a series of links to create a user scenario.

Get started tile

This tile contains links to resources to get you up and running with Fundraising and Engagement.

Screenshot showing links to key features to get you up and running with Fundraising and Engagement.

More resources

This area has links to other useful resources, such as learning paths, partners, community sites, and general support.

Screenshot showing links to additional resources for Fundraising and Engagement, such as guided learning and general support.