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 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

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