Mightycause has a lot of features available to nonprofits, and knowing how to navigate them is key. With our dashboard, finding the information you need quickly has never been easier or more intuitive. In this Support article, we’ll walk you through navigating your dashboard and how to access all of the most important features.
Accessing the Mightycause Dashboard
When you log into Mightycause, you’ll see your name on the upper-left side of the page. A dropdown menu appears when you hover over your name with your mouse, which allows you to access different parts of your user profile and any nonprofits you have access to manage.
To head over to your nonprofit page, simply select your nonprofit's name in the dropdown. Your nonprofit will be on the top of your user menu.
If you manage multiple nonprofits on Mightycause, you’ll see all of them listed and be able to access that nonprofit’s dashboard through this menu.
The Mightycause Dashboard
On the left side of your screen is your dashboard. You can use the dashboard to toggle between all of the different options to manage your nonprofit on Mightycause.
If you see dashboard options that are not highlighted, that means they’re Advanced features you do not currently have access to without a monthly subscription.
You can gain access to these features by subscribing to our Advanced plan. Learn more about our Advanced Plan and view these features in a group demo!
Here is each section of the dashboard we will be going through:
Overview
The first section of your dashboard is "Overview."
This screen will contain some key metrics for your nonprofit so you can get a quick update on what’s been happening on Mightycause in the past 30 days, 90 days, or year.
At the top of your Overview page, you can pick and choose what metrics you would like displayed within your Overview:
At the bottom of your overview, you'll see additional metrics for your organization to review and utilize:
At the top of your overview, you’ll also see a To-Do List that lets you know what you can do to begin to complete your nonprofit’s profile. This is a great way to become acquainted with the platform.
Once you select To-do List, a popup of your To-Do List will appear:
If you are participating in a Giving Day and viewing your page from your giving day site, you will also be able to track your registration through the home screen.
We’ll also be sharing important news and updates to the Mightycause platform that nonprofit admins need to know on your Overview screen.
Supporters (Advanced feature)
Supporter records are more than just robust donor records. The Mightycause Supporters tool provides records not just for donors, but volunteers, peer-to-peer fundraisers and team organizers. This helps your nonprofit ensure that you are tracking not just those who’ve made a monetary donation, but also those who have provided other kinds of essential support.
Sample Supporter record:
Your Supporters records are easily accessible from your dashboard, so you can quickly find supporters, add notes, update their information and ensure that you’re tracking every contribution they make to your nonprofit.
Fundraising
The Fundraising section allows you to manage and review of all campaigns currently running for your nonprofit on Mightycause.
From this area of the dashboard, you can easily access:
- Organization Profile
- Campaigns
- Forms and Embedding (for Advanced subscribers)
- Checkout Flow
- Matching Grants
- Text-to-give (for Advanced subscribers)
- Volunteers (for Advanced subscribers)
Organization Profile
Your organization profile (often called an “org page” in Mightycause lingo) is your nonprofit’s evergreen page with information about your work, images, donors and the ability to make donations and create fundraisers. You can manage your profile’s content and profile settings through this section.
To edit your profile page, toggle your "Edit mode" tool to the right. This will enable all of your editing tools and features.
"Quick Edit" will provide you a list of all of your editing options.
You can utilize the Quick Edit to edit your page or you can simply click on the icons displayed throughout the profile page.
Once you have completed all of your edits, you can toggle the "Edit Mode" to the left to review what the page will look like to supporters and donors.
You can learn more about editing your profile page here!
Campaigns
From the Campaigns section, you’ll be able to see a list of all fundraising campaigns, divided into fundraisers created by your nonprofit and peer-to-peer fundraisers and teams.
View of Campaigns started by your nonprofit:
View of campaigns started by others on behalf of your nonprofit:
You can sort campaigns, download a report and even begin new fundraisers from this screen. Additionally, you can create fundraiser templates through this area.
Forms and Embedding (Advanced feature)
The Forms and Embedding area allow Advanced subscribers access to an embeddable donation form and a custom donation page.
The embeddable donation form and donation page are customizable and provide you the ability to seamlessly add a professional donation form onto your website.
Learn more about the Forms and Embedding tool here.
Checkout Flow
The Checkout Flow section allows your nonprofit the ability to craft the checkout process for donors.
Through this section you will be able to custom donation levels, add donation descriptions, opt into collecting additional donor information, and customize your thank you page and email receipt.
The Checkout Flow section is divided into three tabs, Checkout Steps, Advanced Questions (only available for Advanced subscribers), and Post-Checkout.
Learn more about the Checkout Flow tool here.
Matching Grants
Matching grants are large donations you use as tools to help you fundraise. Nonprofits can use the Matching Grants tool to orchestrate a matching grant on their organization profile page and drive donations. The tool allows organizations the ability to enter and display various types of matching grants.
Learn more about the Matching Grants tool here.
Text-to-give (Advanced feature)
The Advanced Plan allows organizations to utilize text-to-give for campaigns or general fund needs. Organizations can set up keywords for their campaigns and provide donors the ability to donate quickly and easily from a smart device.
Learn more about the Text-to-give tool here.
Volunteers (Advanced feature)
The Volunteers tool allows you to post volunteer opportunities, manage volunteers, collect the information you need from prospective volunteers, and even log volunteer hours.
Learn more about the Volunteers tool here.
Reports
Everything related to donations can be found under Reports.
From this area of the dashboard, you can easily access:
Donations
Through the Donations section, you’re able to view all the information associated with each donation to your organization.
Through your donations report you can filter and search for particular donations, resend donation receipts and export all of this information into a .CSV file.
Learn more about managing your Donations report here.
Offline Donations
Organizations have the ability to account for offline donations on the platform through the "Offline Donations" section.
To add an offline donation, select "Add offline donation" or select the + icon on the dashboard next to "Offline donations."
When adding an offline donation, you will be able to enter key information such as the donors name, email address, and source (ie. cash, check, corporate, match, etc.)
Learn more about managing your Offline Donations report here.
Recurring Donations
Organizations have the ability to manage recurring or monthly donations right on Mightycause by selecting the "Recurring Donations" section.
Any recurring donations that have been set up for your organization, will be listed here.
Through your recurring donations report you can filter and search for particular donors, review your active and canceled recurring donations, and contact your recurring donors.
Donors can update their recurring donation right on their user account. Please direct donors who wish to update their recurring donation to this support article How to Set Up and Manage Your Recurring Donation on Mightycause.
Learn more about managing your Recurring Donations report here.
Donor Retention
Organizations have the ability to retain and grow their donor base through the "Retention" report section.
This section allows you to calculate your retention rate, export your list of unretained donors, and send individual emails.
You can learn more about your Retention report here!
Disbursements
In the Disbursements section, admins can see all disbursements to date sent to their organization, the status of each disbursement, and the method of disbursement.
Click on a specific disbursement date to view a more detailed breakdown of the disbursement report.
This report indicates additional adjustments such as Giving Event prize money, promotional adjustments, etc.
If you are looking to update your disbursement information, please review this support article here.
Settings
Your Settings screen is used to manage your nonprofit’s options across the Mightycause platform.
From this area of the dashboard, you can easily access:
Plan Management
Plan Management will allow to subscribe to the Advanced Plan and manage your subscription.
General Settings
Within General Settings you can customize your url, turn Discoverability off, edit your Social Sharing, and management your Fee Payout Model.
Organization Info
Organization Info allows you to update your Display Information as well as update your Legal Address and Legal Name.
Disbursement Settings
Within Disbursement Settings you can set up EFT or review the legal mailing address for checks.
Integrations (Advanced feature)
As an Advanced Subscriber, you’ll also be able to utilize Integrations. Mightycause has partnered with Zapier to help Advanced nonprofits create automated connections and save time. Zapier will automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible.
Admins
Admins allows you to manage, add and remove other administrators to your organization on Mightycause.
Learn more about managing all of these Settings here.
Removing the Mightycause Dashboard
At any point if you would like to remove the dashboard from your view, select the arrow icon on the dashboard:
Contact Support
Need help with the new Mightycause Manager? Contact our friendly customer support team at support@mightycause.com!
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