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Fundraiser Video Tutorials

Updated
The Goal: Use this curated set of video tutorials to learn how to create and manage your fundraisers in GrowthZone, from launching a campaign to tracking donations and communicating with donors.

Before You Begin:

  • You need staff access to fundraising. In v2, fundraising lives at Revenue, Fundraising section in the left-hand rail.
  • The tutorials open in an external video player (Screencast). Allow pop-ups or new tabs if your browser blocks them.

Microlearning Overview

Watch the full walkthrough: Managing Your Fundraisers (26 minutes).

Companion resource: Handout.

Step-by-Step Instructions

Work through these short tutorials in order to manage your fundraisers end to end:

  1. Create a new Fundraiser Campaign
  2. Share the Fundraiser Link
  3. View List of Donors
  4. View all Donation Activity
  5. Manage Recurring Donations
  6. Send out Invoices for Donations
  7. Add Donation from the Back Office
  8. Add Donor and Payment Simultaneously
  9. Update Donor Details
  10. Send an Email to all Donors

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