Our platform has a number of features available to nonprofits, and knowing how to navigate them is key. With your 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 Organization Dashboard
When you log into the platform, you’ll see your name in the upper right corner. A dropdown menu appears when you click your name. This allows you to access the nonprofits you manage and different parts of your user profile. (Please note, anything listed below your name is a section within your personal user account, not the organization's profile page.)
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 the platform, you’ll see all of them listed.
The Organization 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.
If you see dashboard options that are not highlighted, that means these features are Accelerate features you do not currently have access to without a monthly subscription.
You can gain access to these features by subscribing to our Accelerate plan. Learn more about our Accelerate Plan and view these features in a demo!
Here is each section of the dashboard we will be going through:
Overview
The first section of your dashboard is the "Overview."
This screen will contain some key metrics for your nonprofit so you can get a quick update on what’s been happening on the platform in the past 30 days, 90 days, or year.
At the top of your Overview page, you can pick and choose the metrics you would like displayed within your Overview. The water drop icons indicate Accelerate plan metrics.
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. This lists tasks you can do to begin completing your nonprofit’s profile. This is a great way to become acquainted with the platform.
Once you select the To-do List, a popup of your To-Do List will appear. As you complete items, the tasks will be checked off on your list.
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.
On the right side of your Overview page we’ll share important news and updates to the platform that nonprofit admins need to know.
Organization Page
Your organization page (often called an “org page” in our platform lingo) is your nonprofit’s evergreen page. Here you will display information about your nonprofit's work, media images, and general organization information your donors may need to know. Your profile page is also where your supporters can donate or create fundraiser campaigns. 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 edit 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!
Supporters (Accelerate plan feature)
Supporter records are more than just robust donor records. The Supporters tool provides records not just for donors, but for 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 Tools
The Fundraising section allows you to manage and review of all campaigns currently running for your nonprofit on the platform.
From this area of the dashboard, you can easily access:
- Campaigns
- Embedded Donation Form (for Accelerate plan subscribers)
- Widgets
- Matching Grants
- Text-to-give (for Accelerate plan subscribers)
- Opportunities (for Accelerate plan subscribers)
- Fundraiser Templates
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.
You can sort campaigns, download a report and even begin new fundraisers from this screen.
Embedded Donation Form (Accelerate feature)
The Embedded Donation Form allows Accelerate 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 Embedded Donation Form tool here.
Widgets
The donation widget makes it easy to make a donation on your organization’s website. Our donation widget is compatible with most websites, including Medium, Tumblr and WordPress blogs. Simply copy and paste the widget embed code onto your website to have a streamlined and custom donation button!
Learn more about the Widget tool here.
Matching Grants
Matching grants are large donations you use as tools to help you fundraise. A nonprofit subscribed to the Essentials or Accelerate plans can use the Matching Grants tool to orchestrate a matching grant on the 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 (Accelerate feature)
The Accelerate 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.
Opportunities (Accelerate feature)
The Opportunities tool allows you to post in-person opportunities like volunteering positions and calendar events. You can also manage volunteers, collect the information you need from prospective volunteers, and even log volunteer hours.
Learn more about the Opportunities tool here.
Fundraiser Templates
The fundraiser templates tool provides organizations the easy ability to set fundraising templates for supporters. With templates, peer-to-peer fundraising is easier and seamless.
Learn more about creating and managing fundraiser templates 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 that are subscribed to the Essentials or Accelerate plans 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.
Organizations that are subscribed to our Accelerate plan also have the ability to bulk import offline donations:
Learn more about importing offline donations here.
Recurring Donations
Organizations have the ability to manage recurring or monthly donations right on the platform 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 in 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 that are subscribed to our Essentials or Accelerate plans 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.
Checkout
The Checkout section allows your nonprofit the ability to craft the checkout process for donors.
Through this section you will be able to customize donation levels, add donation descriptions, opt into collecting additional donor information, and customize your thank you page and email receipt.
The Checkout section is divided into three sub-sections Donation Form, Thank-you Page, Donation Receipt.
Learn more about the Checkout Flow tool here.
Integrations (Accelerate feature)
As an Accelerate Subscriber, you’ll also be able to utilize Integrations. We provide organizations the ability to integrate with Salesforce, Mailchimp, Slack, Google Analytics and hundreds of other applications through Zapier.
Settings
Your Settings section is used to manage your nonprofit’s options across the platform.
From this area of the dashboard, you can easily access:
Plan Management
Plan Management is where you subscribe to the Accelerate 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.
Admins
Admins allows you to manage, add and remove other administrators to your organization on the platform.
Learn more about managing all of these Settings here.
Hiding the Organization Dashboard
At any point if you would like to remove the dashboard from your view, select the arrow icon at the top of the dashboard:
Contact Support
Need help with the new Manager? Contact our friendly customer support here.
Comments
2 comments
I am not able to find a dashboard. This info is misleading.
Je ne peux pas rejoindre mon tableau de bord pour compléter Giving Tuesday sur Mightycause.com
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