Givetly

Platform basics

Campaign

Dashboard

Elements

Payment methods

Donor portal

Languages

Integrations

Installation

Explore features and settings for managing your account.

Learn about settings in the Account area of the Dashboard.

Account

Campaigns

How to utilize designations to categorize donations

Designations

Discover settings and customization options for the Donor Portal on Dashboard.

Donor Portal

Guide on configuring and personalizing emails using givetly.

Emails

Integrate your preferred CRM systems with givetly.

Gain insight into Localization settings within givetly.

Localization

Integrate and track your donation data using analytics.

Analytics Tools

Overview of available email notifications in givetly.

Notifications

Select payment options for your supporters.

Payment Methods

Understand and manage your user profile settings in givetly.

Profile Settings

Guide to using Questions for gathering post-conversion information from supporters.

Questions

Learn how to tailor PDF receipts for supporters and select their generation timing.

Receipt Customization

Understand the settings for recurring plans in your dashboard.

Recurring Plans

Configure SSO and 2FA options for your organization.

Security

Learn how to add and utilize subaccounts for your organization.

Subaccounts

Learn how to configure settings related to supporters within the Dashboard.

Supporters Settings

Learn to manage users and set role-based permissions in your account.

Team Management

Explore customizations for tribute giving.

Tributes

Explore the settings for givetly's Virtual Terminal.

Virtual Terminal

Learn how to create and manage Campaigns in givetly.

Manage and view individual donations using the Dashboard.

Donations

Understand Fundraisers, a feature allowing supporters to fundraise for your organization.

Fundraisers

Evaluate your fundraising success with givetly's Insights.

Insights

An overview of managing recurring donation plans and their settings.

Recurring Donations

Manage and optimize your fundraising campaigns.

Encourage supporters to donate using the Checkout modal and Ask page.

Ask Page

Guide on using the ultra-optimized Checkout form as an overlay on your website

Checkout Modal

Options for displaying the thank you screen after a successful donation in the Checkout modal.

Thank You Screen

Configure settings for supporter-driven Fundraisers associated with your Campaign.

General Campaign Settings

Settings configurations for supporter-driven Fundraisers goals

Fundraisers Goal

Expand your reach and engage your community with supporter-driven fundraising.

Configure comprehensive settings for your Campaign Pages and Checkout modals, including key aspects.

Incorporate offline donations and supporters into your Campaign metrics.

Offline Donations Management

Configure currency options for donor contributions on your platform.

Currency Management

Guidelines for selecting donation frequencies and utilizing AI optimizations on your fundraising platform

Donation Frequencies

Configure localization for your Campaign and customize every text.

Configure the payment methods for your campaign in Givetly

Learn how to allow supporters to leave comments with their donations on your fundraising platform's checkout process.

Comment Feature

Guide to determine if a supporter is eligible for employer donation matching during the checkout process.

Employer Matching

Leverage custom fields to enhance tracking and reporting of donor traffic sources.

Custom Fields in Campaigns

Guide on managing donation designations to improve clarity and reporting

Designations in Campaigns

Encouraging UK donations with Gift Aid for eligible donations by UK supporters

Gift Aid (UK only)

Guide to enabling mailing list subscriptions for your supporters within the fundraising platform.

Mailing List Subscription

Guide to setting a minimum donation amount for your fundraising campaigns

Minimum Donation Amounts

Campaign Settings

Learn how to add and manage questions in your fundraising campaigns.

Questions in Campaigns

Customize and optimize donation suggestions using AI or manual settings in your campaign.

Suggested Donation Amounts

Instructions on gathering information from supporters during and after donation conversion.

Supporter Configuration

Ensure complete compliance by enabling a Terms and Conditions checkbox during the donation process.

Terms and Conditions Checkbox

Encouraging supporters to cover transaction costs to boost conversion

Transaction Costs

How to engage supporters with tribute giving

Guidelines to change the status of your campaign and explore its impacts.

Campaign Actions

How to customize emails at the Campaign level

Emails Customization

UI kit specifically developed for digital fundraising.

Explore the button-based elements provided by our platform to drive visitor engagement and direct them toward campaign checkouts.

Buttons

Explore data-based elements in Givetly to visualize the impact of donations.

Data Elements

Forms

Guide to link-based elements like Donate Link, QR Code, and Fundraisers Link for easy integration.

Links: Fundraising Elements

Explore the list-based elements in Givetly to enhance your fundraising campaigns

List Elements for Fundraising

Explore the different overlay Elements provided by Givetly to drive conversion.

Interactive Overlay Elements

Css guide

Learn how Givetly ensures WCAG compliance and supports accessibility tools.

Accessibility

Guide for common image sizes on the platform

Image Guidelines

Guidelines to activate Givetly on your website using JavaScript code

Installation Code

Understand the essential tasks for getting started with Givetly, including creative guidelines, embedding details, and more.

Overview

Discover features tailored to meet country-specific requirements

Region-specific features

Experiment with Checkout configurations and payment methods using test mode in Givetly

Test Mode

Easily pre-fill information in Checkout using URL parameters

URL API

Answers to common inquiries about migrating recurring plans to Givetly

Frequently Asked Questions

Guidance on migrating recurring donors to Givetly using our complimentary migration service

Migration Service

How to get started with Givetly, the new standard for online giving.

Onboarding Guide

Step 1: Stripe Integration

Instructions for adding the Givetly installation code to your website.

Step 2: Installation

Enable payment options for supporters to donate using various methods

Step 3: Payment Methods

Learn how to create your first campaign on Givetly.

Step 4: Campaigns

Learn how to customize emails for your Givetly account

Step 5: Emails

Customize the Donor Portal, a dashboard for supporters to manage donations.

Step 6: Donor Portal

Learn about Elements in Givetly and add components to your organization’s website.

Step 7: Elements

Configure and review settings in the Givetly Dashboard

Step 8: Account Settings

Learn about integrating givetly with other applications in Step 9 of the onboarding process.

Step 9: Integrations

Review your Givetly configuration and accept your first live donation

Step 10: Launch

Detailed guide on cookies used by Givetly

Cookies

Find answers to common questions about givetly’s PII protections

PII FAQ

Discover how Givetly protects your organization’s fundraising data.

Guidance on configuring SSO for your Givetly account

Single Sign-On (SSO)

Connect to various apps and services with API integrations and third-party connectors.

JavaScript API

Connect with thousands of apps using Zapier

Zapier Integration

Enhance supporter engagement with seamless corporate gift matching at checkout, powered by givetly's integration with Double the Donation’s 360MatchPro.

360MatchPro Integration

Learn how to integrate givetly with Google Analytics 4.

Google Analytics 4

Guide to integrate Google Tag Manager with Checkout modal and campaign pages.

Google Tag Manager Integration

Discover givetly’s integration with Meta Conversions API.

Meta Conversions API

Track conversions in Meta Business Suite using givetly’s integration with Meta Pixel.

Meta Pixel

Localize your donor experience into over 20 languages.

Overview of various payment methods available for supporters on the fundraising platform.

Enable ACH US Direct Debit for donations, benefiting from reduced fees and support for larger gifts to US-based organizations.

ACH US Direct Debit

Guidance for enabling Bacs Direct Debit on the Givetly platform, including configuration with Stripe.

Bacs Direct Debit

Detailed steps to enable and use BECS Direct Debit in Givetly, including necessary configurations in Stripe.

BECS Direct Debit in Australia

Understand the direct debit systems offered by Givetly.

Bank Debits

Learn how to enable PAD for Canadian supporters using Stripe and Givetly

Pre-Authorized Debit in Canada

Guide to enabling SEPA Direct Debit in Givetly for direct bank-to-bank transfers from EU accounts.

Dashboard

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