GivingFuel

Upload and update your contact list by bulk importing your contacts in a CSV file

Import Your Contacts into GivingFuel in Bulk

Create and assign tags to segment your contact list and send more personalized, relevant messages

Use Contact Tagging to Organize and Target Your Contacts

Learn how to add, manage, filter, import, and export contacts in GivingFuel

Add, View, and Manage Your Contacts with a Built-In CRM

Maddy

Lauren

Hannah

Donations + Reports + Exports + Analytics

Issue a refund back to your donor's credit card when they would like to cancel and reverse their contribution

Refund a Credit Card Donation

How to create and send year-end statements to your donors summarizing their donations to your organization for a given year.

Create Year End Charitable Tax Statements

Cancel, inactivate, or end a donor's recurring donation

Stop a Recurring Donation

Issue a refund to a donor's bank or update a donation's status if a donor wants to cancel/adjust their donation or their ACH donation fails

Void and Update the Status of an ACH Donation

Increase or decrease a donor's recurring donation, update the credit card information, or change the donation's donation date and frequency

Edit a Recurring Donation

If someone donates via cash or check to your organization, can mark their donation as received or void their cash or check donation

Complete or Void an Offline Donation

How to manually add an offline, credit card, or ACH donation into GivingFuel on behalf of your donors

Enter a Donation for your Donors (Manual Entry)

How your donors claim their account, log in, view past donations, and edit recurring donations

View and Manage Your Donations in the Donor Account Center (Donor Guide)

Learn what different donation statuses mean in GivingFuel

Donation and Transaction Statuses Explained

Find out why your donation didn't complete successfully, and look up when any failed recurring donations will process next

Look Up Why Your Donation Was Declined, Abandoned, Pending, or Received a Gateway Error

Import Transactions Into GivingFuel in Bulk

Import Your Donation History into GivingFuel, and Enter Multiple Offline Donations at Once

Managing Donations

How to pull a report of Donations, Recurring Donors, and Products Sold

Export a List of your Donors and Donations

Create and schedule a report to email to your inbox on a specific date or on a recurring interval, saving you and your team tons of time

Setup, schedule, edit and delete Memorized Reports

Exporting Data

Dashboard

Learn how to use the Analytics page to monitor donations, visitor behavior, custom field responses, and other key performance metrics for your GivingFuel page

View and Analyze Your Page Analytics

Analytics + Report Summary

Get invaluable insights about donors from a trusted 3rd party to enrich your data with demographics, interests, buying trends, and more

3rd party data enrichment (Contact Insights)

Ashley

Contact Insights

GivingFuel Academy

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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