Donation Management & Reporting

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48 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 this week

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

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

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 over a week ago

How To Automatically Push CauseVox Data Into Salesforce

How to set up a CauseVox + Salesforce integration with Zapier

Written by Candace Cody
Updated over a week ago

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