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Donation Management & Reporting
Donation Management & Reporting
+1
52 articles in this collection
Written by
Jefferson Chang,
Rob Wu,
Candace Cody
and 1 other
Managing Donations & Peer-to-Peer Fundraisers
How To Migrate Recurring Donors To CauseVox
Learn how to migrate your existing monthly recurring donors into CauseVox
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Resolve "Past Due" Status For Recurring Profiles And Pledges
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Move Personal Pages Across Campaigns
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Move Donations Across Campaigns
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Access Your Manage Tab
Written by
Rob Wu
Updated over a week ago
How Donation Receipts Work
How donation receipts are sent and what to do if a donor didn't receive one.
Written by
Candace Cody
Updated over a week ago
How To Manage Personal Fundraising Pages
Written by
Rob Wu
Updated over a week ago
How To View Personal Fundraising Page Activity
Written by
Rob Wu
Updated over a week ago
How Recurring Donations Work
How and when recurring donations are charged, and what happens after the campaign ends.
Written by
Candace Cody
Updated over a week ago
How To Refund An Online Donation
Written by
Rob Wu
Updated over a week ago
Donation Receipt Merge Tags
Written by
Rob Wu
Updated over a week ago
How To Edit A Donation
Written by
Rob Wu
Updated over a week ago
How To Add An Offline Donation
Written by
Rob Wu
Updated over a week ago
How To Resend Donation Receipts
Written by
Rob Wu
Updated over a week ago
How To Reassign A Donation
Written by
Rob Wu
Updated over a week ago
How To Manage Recurring Donations
Written by
Rob Wu
Updated over a week ago
Payment Processing
Donation Processing With Stripe
Written by
Rob Wu
Updated over a week ago
How ACH Payments Work
Learn how donors can make direct bank transfers and how donations are processed.
Written by
Jenna Notarfrancesco
Updated over a week ago
Donation Processing With PayPal
Written by
Rob Wu
Updated over a week ago
PayPal or Stripe: Which Should I Choose?
Written by
Rob Wu
Updated over a week ago
Does CauseVox Work With International Charities?
Am I able to use CauseVox internationally? Can I set my own currency for the campaign?
Written by
Candace Cody
Updated over a week ago
How Do I Receive Donations and Pay Transaction Fees?
How donations are received, transaction fees are taken, and funds are deposited into your bank account.
Written by
Candace Cody
Updated over a week ago
Taking Donations On CauseVox
Written by
Rob Wu
Updated over a week ago
What Donation Notifications You Receive
Written by
Rob Wu
Updated over a week ago
How do I accept donations with CauseVox?
Written by
Jenna Notarfrancesco
Updated over a week ago
Data & Exports
How To Export Donation Data
Written by
Rob Wu
Updated over a week ago
How To Access Your Reports Tab
View cumulative total funding progress across all campaigns
Written by
Jenna Notarfrancesco
Updated over a week ago
How To View Campaign Activity
Written by
Jenna Notarfrancesco
Updated over a week ago
Importing Donation Data Into CauseVox
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Export Recurring Profile Data
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Export Personal Page Data
Written by
Rob Wu
Updated over a week ago
How To Export Team Data
Written by
Candace Cody
Updated over a week ago
How To Export Donations By Team
Download team donation data
Written by
Candace Cody
Updated over a week ago
How To Export Personal Pages By Team
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Export Ticketing Data
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Redeem Tickets
Written by
Candace Cody
Updated over a week ago
How Your Insights Dashboard Works
Written by
Candace Cody
Updated over a week ago
How To Pull Accurate PayPal Fees Into Your CauseVox Data
Setting up PayPal IPN to obtain accurate fees
Written by
Candace Cody
Updated over a week ago
Opening CSV Files from CauseVox
Written by
Rob Wu
Updated over a week ago
CRM
Importing Contacts Into CauseVox
Add or Import contacts into your CRM
Written by
Jefferson Chang
Updated over a week ago
How To View Or Update Your Contacts
Written by
Candace Cody
Updated over a week ago
Creating Contact Groups
Segment your contacts into custom groups
Written by
Candace Cody
Updated over a week ago
How To Add Notes On A Contact
Written by
Candace Cody
Updated over a week ago
Integrations
What Integration Options Does CauseVox Offer?
Written by
Candace Cody
Updated over a week ago
Zapier Migration Guide
Learn how to migrate your old Zaps to CauseVox's new public Zapier integration.
Written by
Jenna Notarfrancesco
Updated over a week ago
How To Automatically Push CauseVox Data Into Bloomerang
How to set up a CauseVox + Bloomerang integration with Zapier
Written by
Candace Cody
Updated over a week ago
Zapier Integration
Learn how to connect CauseVox to 4000+ applications.
Written by
Candace Cody
Updated yesterday
How To Automatically Push CauseVox Data Into Salesforce
How to set up a CauseVox + Salesforce integration with Zapier
Written by
Candace Cody
Updated yesterday
How To Automatically Push CauseVox Data Into Kindful
How to set up a CauseVox + Kindful integration with Zapier
Written by
Candace Cody
Updated over a week ago
How To Automatically Push CauseVox Data into Mailchimp
How to set up a CauseVox + Mailchimp integration with Zapier
Written by
Candace Cody
Updated over a week ago
How To Automatically Push CauseVox Data Into Constant Contact
How to set up a CauseVox + Constant Contact integration with Zapier
Written by
Candace Cody
Updated over a week ago
How To Automatically Push CauseVox Data Into Google Sheets
How to set up a CauseVox + Google Sheets integration with Zapier
Written by
Candace Cody
Updated over a week ago