Dashboard

Learn about the features and settings available for managing your account through the dashboard.

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Insights

The Insights tab provides a detailed overview of your fundraising metrics, assisting in making informed, data-driven decisions for future campaigns. Learn more about Insights →

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Donations

The Donations tab is your hub for tracking and managing incoming donations. It lists all donations made via givetly, allowing you to view donation details by clicking on specific entries. Additional features include filtering donations, exporting data to spreadsheets, and processing donations using the Virtual Terminal. Discover more about the Donations tab →

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Campaigns

Within the Campaigns tab, you can review existing campaigns or create new ones by cloning or starting fresh. This streamlined process is designed to facilitate campaign management efficiently. Learn more about the Campaigns tab →

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Elements

Use the Elements tab to manage dynamic components like animated buttons and forms or basic link generators to guide supporters to your Campaigns. These elements are customizable and can be cloned or created anew. Discover more about Elements →

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Fundraisers

Explore all supporter-driven fundraisers linked to your organization in the Fundraisers tab. Learn more about supporter-driven fundraising →

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Recurring

Track and manage recurring donations through the Recurring tab where you can filter and export this information for easy access to specific plans. Learn more about Recurring donations →

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Supporters

The Supporters tab offers a comprehensive list of individuals who have engaged with your organization through givetly, whether by making donations, creating fundraisers, or initiating but not completing donations. Easily view and manage each supporter’s engagement with your organization.

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Exports

The Exports tab provides the functionality to create, customize, and download export templates, facilitating easy data management. Learn more about exports →

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Settings

Access the Settings through the dropdown menu at the top-right corner of the Dashboard to adjust account information and preferences. Administrators can also utilize this area to manage organizational settings.