Almabase, Inc.

Discover the various Almabase campaign and page types you can create.

Fundraising on Almabase

Learn how to enable DAF Pay (powered by Chariot) on Almabase to start accepting Donor-Advised Fund gifts on your Giving Pages.

How Can I Receive Payments through DAF Pay on Almabase?

Understand how DAF Pay, powered by Chariot, makes Donor-Advised Fund giving seamless for your donors.

About DAF Pay on Almabase

Customizing Donation Amount Slabs to Suit Your Campaign

Sarita Markande

Solutions Delivery Team

Chaitali Kale

Everything you need to know to kickstart fundraising and excel in this important endeavor

Giving

Learn how to incorporate descriptions, images, videos, and other content to the campaign landing page and the countdown page.

Adding Content to the Campaign Page

Follow this step-by-step process to clear your gift mapping queue — link every donation to the right constituent so giving history is tracked accurately and your data stays clean.

Mapping gifts to the right constituents for accurate engagement tracking: a step-by-step guide

Learn how to get started with using Almabase's Giving module. Learn how to create different campaign pages, and managing gifts and donors.

Getting Started

Learn more about how to set up a Competitive Fundraising page.

Creating and Configuring a Competitive Fundraising Page

Learn more about configuring goals, time zone, dates, the gift button, and more.

Setting Campaign Goals and Campaign Dates

Learn how to connect a payment account to your campaign and set up funds for donor contributions.

Linking Payment Account and Associating Funds to the Campaign Page

Understand how the pre-payment and post-payment forms work and how to set it up for the competitive fundraising page.

Setting Up Forms on Your Competitive Fundraising Page

Learn how to incorporate challenges into your campaign, fostering peer-to-peer engagement.

Creating and Managing Challenges

Learn to set up custom and location-based leaderboards for your fundraising campaign.

Adding Leaderboards

Learn how to craft campaigns within a campaign based on designated funds, affinity, or specific challenges.

Creating Campaign Hubs

Learn the process for enabling anonymous gifts, gift tributes, redirecting users post-donation, and more.

Configuring Additional Settings and Publishing the Page

see how to to customize your competitive fundraising page to match your messaging and clearly show impact to donors

Customizing Competitive Fundraising Page

Create a Competitive Fundraising page

Learn more about how to set up a Crowdfunding page.

Creating and Configuring a Crowdfunding Page

Learn how to integrate various forms and set up background images and logos for your campaign to look polished.

Adding Forms and Images to the Campaign

Learn more about the process of linking a payment account for your campaign and specifying the funds donors can contribute towards.

Linking Payment Accounts and Adding Funds to the Campaign Page

Donor View of a Crowdfunding Campaign Page on Almabase

Create a Crowdfunding Page

Learn more about how to set up a Checkout page.

Creating and Configuring a Checkout Page

Learn how you enrich your campaign page with forms and images.

Donor View of a Checkout Campaign Page on Almabase

Group funds into categories on Campaign Pages, making it easier for donors to find and select their preferred fund.

Fund Catalog: Organizing Funds into Groups on Campaign Pages

Create a Checkout Page

Learn how to create funds and understand what default and undesignated funds are.

Creating a Fund on Almabase

Learn how to import funds directly to Almabase if you are using Raiser's Edge as your external database.

Importing Funds to Almabase from Raiser's Edge

Learn how to oversee donation details, modify them, and include offline gifts.

Managing and Creating Gifts

understand the reporting generated for the giving campaigns and the different gift export options

Gift Reports and Exports

Link/map gifts to records/profiles in order to track gift engagement

Mapping Gifts to Records

Hiding a Fund from Donors and Preventing Its Use in Giving Campaigns and Events

How to Remove a Fund That Is No Longer in Use

Managing gifts and funds

Set up and manage fundraising challenges effortlessly with real-time tracking and automated matching on Almabase

Creating Challenges on Competitive Fundraising Page

How can I collect gifts using a direct link?

Customize how gift counts are displayed on competitive and crowdfunding pages by choosing whether to count gifts by transaction or by each fund split within a transaction.

Counting Gift Splits as Individual Gifts on Competitive & Crowdfunding Pages

Recover lost donations by following up with donors who started a gift but didn’t complete payment.

Abandoned Cart: Help Donors Finish Their Gift

Learn how matching amounts update the thermometer automatically when challenges unlock, how to record a matching gifts of these challenges and show them on leaderboard

How to Record and Acknowledge Matching Gift Donors on your Giving Page

Learn how to display the net amount your institution actually receives on your fundraising thermometer and donor lists, after payment gateway fees are deducted.

Excluding Payment Gateway Charges from Your Fundraising Goal

Understand what every number on your giving page report means — direct gifts, matching gifts, payment gateway charges, and your net total.

Giving Report Explained

Joint Gifts let you credit a single donation to more than one donor — for example, a couple or a family giving together. The money counts once toward your campaign…

Joint Gifts: Crediting Multiple Donors on a Single Gift

How-to-Guides and FAQs

See how to remove gifts from leaderboard without removing it from the campaign and gift reporting

How to Remove Gifts from the Leaderboards

Edit the text on tribute/gift cards on the honor wall

How to Edit the Honor Wall

Grouping the values of a leaderboard into categories

How to Set Up a Grouped Leaderboard

Step the users can take to find and share their tribute messages

How Can Donors Find and Share Tribute Messages on Their Social Media

This guide will explain where and how donors/users can find their secret influencer URL.

Where Can I Find My Secret Influencer URL?

Share your competitive fundraising campaign, Share the campaign without affecting influencer metrics, and Share a campaign on social media,

Share a Campaign Without Affecting Influencer Metrics

see how to edit honor wall, edit gifts on leaderboards, get the influencer link, and more

"How to" Guide on Competitive Fundraising Page

Steps to add a few offline gift details or upload bulk gift data into a giving campaign.

How to Add Offline Gifts to the Giving Campaign

Learn how to edit a offline or online gift on Almabase!

How to Edit a Gift

see how to add a button that links a campaign to a page on the site

How to Link a Campaign to a Page on the Site

A donor might want to donate to a specific cause other than the one on the campaign. Let's understand how to make that work.

How to Enable Donors to Create Funds

Learn how to let donors voluntarily cover payment gateway fees on your giving page, so your institution receives the full intended donation amount. Includes how to configure default opt-in behavior.

Letting Donors Cover Transaction Charges on Your Giving Page

This article covers the different fields that can be edited for Online and Offline gifts.

Which Fields Can Be Edited for Online and Offline Gifts?

Over-view of all editable/customizable section in a Giving Campaign Page

Which Sections Can Be Customized on the Giving Page?

See how to make changes to the default pre-payment and post payment forms on your giving pages

How to Configure Pre-payment and Post-payment Forms?

Learn how to create a payment link with all the donor information and other campaign details to enhance your donor's giving experience.

How to Create a Payment Link

In this article, lets understand how donors can select from any of the hundreds (or even thousands) of funds that are available.

How to Enable Donors to Select from Multiple Funds During the Donation Process

How to Configure the Gift Array/Quick Select Gift Options

See how to arrange the campaigns on the admin side

How to Reorder Giving Campaigns

Find answers to common questions about features related to recurring gifts, including their processing, enabling and cancellation options.

FAQs on Recurring Gifts

Look up answers for most frequently asked questions on crowdfunding, checkout and competitive fundraising pages

FAQs on Giving

Introducing the "Clear all gifts" feature: Easily delete gifts from your giving page for streamlined testing before going live.

How can I clear gifts on my giving page?

Steps to ensure offline gifts or manually added gifts are not synced back to Raiser's Edge

How to Prevent Gifts Added in Almabase from Syncing Back to Raiser’s Edge

This article should help create a duplicate or a copy of a Giving page when you want to create a new Giving page matching the settings of an older Giving…

How to copy/duplicate a Giving page?

When you want to collect more information from donors, you have to edit the forms added as pre-payment or post-payment form on Giving page.

How to add fields to collect information from donors on Giving pages

Configuring Email Senders for Giving Pages

Instructions on how to resend a thank you/gift confirmation email to a donor

How to Resend 'Thank You' Email in a Giving Campaign

Hiding Countdown Clock and Amount in a Competitive Giving Page

Simple step-by-step instructions to delete a specific gift from your campaign

How Can I Delete a Gift on My Giving Page?

See how donor locations are visualized on your campaign.

What is a Donor Heatmap?

Step-by-step guide on enabling heat maps.

How Can I Enable the Donor Heatmap for my Campaign?

Victor Wilson Mattathi

see how to add/edit gifts, setting up custom funds, donors covering transaction fees, acknowledgement emails, and more...

Common questions on Giving

Learn how to push one-time gifts received on Almabase to Raiser's Edge as a batch.

Sync Gifts from Almabase to Raiser's Edge

Learn how to pull past gifts, pull gifts at regular intervals, pull gifts for an ongoing campaign, etc. from Raiser's Edge to Almabase

Import Gifts from Raiser's Edge to Almabase

Gift Sync Permissions, Gift Sync, Security Group - Full Access, Fundraising Permissions.

Permissions Required for Gift Sync

Learn how to efficiently transfer updated donor information from giving forms to user profiles on Almabase and Raiser's Edge NXT.

Pushing Data from Giving Campaigns to User Profiles

see how recurring gifts processed through BBMS will be synced starting tomorrow

How Recurring Gifts Sync from Almabase to Raiser's Edge(BBMS only)

Gift Sync & Import

Understand the process of pushing recurring gifts to Raiser's Edge for Stripe and BBMS payment gateways.

Syncing Recurring Gifts to Raiser's Edge

Learn how to monitor the status of gift imports, resolve errors, and modify sync criteria in Almabase.

Checking Gift Import Status

Setup/use of appeal codes, campaigns and package within donation pages in Almabase

How to Set Up Appeals, Campaigns, and Packages for a Giving Page (Raiser's Edge Only)?

See how to handle errors, How to check the sync status, and more

FAQs on Gift Sync

How to Move Gift List on Webview (RENXT) to Database (RE) with a Single Click?

Learn how transaction charges are calculated when donors choose to cover payment gateway fees, why the total may be a few cents higher than expected, and why this is the…

How Transaction Charges Are Calculated When Donors Choose to Cover Them?

FAQs

What are leaderboards? How to strategically use it in your competitive giving campaigns?

Using Leaderboards for Giving Campaigns

understand what campaign hubs was built for, and the use-cases it addresses

About Campaign Hubs

All you need to know about managing the influencers data - Emailing them, mapping them back or checking their impact on the campaign

Influencers Data Management

Brief overview on what are payment links and how it can be used to enhance the donor experience.

Payment Links: A Faster, Simpler Way to Donate!

Help us widen our reach and hit our goals by driving folks in your network to participate

How to Drive More Participation and Support for Your Institution's Campaign

leveraging your fundraising campaign to get your community together in more ways than just raising money

Three Methods to Drive Engagement for Your Fundraising Campaign

Make a greater impact with your charitable giving.

Gift Aid

Understand how Almabase provides a best-in-class giving experience

Fundraising experience on Almabase explained

almabase.com

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