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Donation Management & Reporting
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