Almabase, Inc.

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

Fundraising on Almabase

Tawheed Masoodi

Sarita Markande

Sweta Kumari

Giving

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

see how to get started with creating a competitive fundraising page

Create the Page and Set Up the Basic Details

see the options to setup the goals, time zone, dates, gift button, etc.

Set Campaign Goals and Campaign Dates

see how to add description, images, videos and other content to the campaign landing page and the countdown page

Add Description and Other Content to the Campaign Page

see how to add a payment account to the campaign and associating funds for the donors to donate

Link a Payment Account and Funds to the Campaign

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

see how to setup challenges against your campaign goal to drive peer-to-peer campaigning

Add Challenges

This article will cover how to add a custom leaderboard and location-based leaderboard to your competitive fundraising campaign page

Add Leaderboards

See how to create campaigns within a campaign based on specific funds, affinity, or challenges

Create Campaign Hubs

see how to allow tributes and anonymous gifts, setup thank you image and email, and publishing the campaign page to accept donations

Set up Additional Settings and Publish the Campaign Page

Create a Competitive Fundraising page

see how to create a crowdfunding page and add details like - currency, notification, campaign dates, etc.

Create the Page and Configure the Settings

see the forms you can link to the campaign page and content you can add to describe your campaign cause

Add Forms, Description, and Other Content to the Campaign

Link Payment Account and Add Funds to the Campaign Page

see how to do the setup to accept anonymous gifts, gift tributes, page redirects, etc. and finally publishing the crowdfunding page

Configure Additional Settings and Publish the Page

Donor View of a Crowdfunding Campaign Page on Almabase

Create a Crowdfunding Page

see how to create a checkout page and add details like - currency, notification, campaign dates, etc.

Create a Page and Configure the Settings

see the forms you can link to the campaign page and images - background image and logo.

Adding Forms and Images to the Campaign

Donor View of a Checkout Campaign Page on Almabase

Create a Checkout Page

Learn how to create a fund & how it works, what is a default fund, undesignated fund, how to import funds from your database

Create Funds on Almabase

see how to import funds directly from Raiser's Edge to Almabase

Import Funds into Almabase (Raiser's Edge NXT only)

see how to view the all the details of the donations being made, how to edit them and add offline gifts

View, Edit, and Add 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

Managing gifts and funds

Indu

How to...? (FAQs and more)

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?

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

see how to set up campaign pages to enable donors to cover transactions charges

Configure the Campaign Page for Donors to Cover Transaction Charges

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

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

FAQs on Giving

How are recurring gifts processed, how to enable them, how to cancel or refund them, and how to sync them from Almabase to RE.

FAQs on Recurring Gifts

How to Configure the Gift Array/Quick Select Gift Options

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

Giving connector lets you move updated constituent data from giving forms to the user profile on Almabase and to Raiser's Edge NXT.

How to Push Data Collected Through Giving Campaigns to User Profiles

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

understand how recurring gifts are pushed to Raiser's Edge for payment gateways —Stripe and BBMS.

How are Recurring Gifts Synced to Raiser's Edge

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

Permissions Required for Gift Sync

Learn how to check the import status, fix gift errors, and edit sync criteria after you start a Gift Import.

How to Check Gift Import Status

Basudha Sakshyarika

Gift Sync & Import

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!

How to enable the option for your donors to cover the transaction fees for their donation.

Understanding Donor Cover Charge(DCC): A Brief Guide

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

Getting Started

How to...? (FAQs and more)

Gift Sync & Import

Fundraising experience on Almabase explained