Platform How To's & Tutorials
New to GiveEasy or looking to learn how to use a specific feature? Our platform how to's and tutorials are here to help with step-by-step instructions and guides.
Getting Started
In this lesson we take you through the GiveEasy platform dashboard and all the key information that is displayed here.
In this lesson we take you through the My Givings pages and showcase all the key donation information that is displayed here and data management functions that are available.
In this lesson we take you through the GiveEasy SMS platform and all the relevant information and functions you need to know within this platform.
In this lesson we take you through the Manage Appeals page and all the key information and functions you need to know on this page.
In this lesson we take you through the Manage Thank You Pages page and all the key information and functions you need to know on this page.
In this lesson we take you through the My Email Receipts pages and all the key information and functions you need to know on these pages.
In this lesson we take you through the My Account pages including account setting, payments and payouts.
In this lesson we take you through how to set your charity details such as your logo, organisation description, website industry and notification preferences.
In this lesson we take you through where to find your bank details in the GiveEasy platform as well as how to update / change these securely.
Learn how to add new users or delete a user who is no longer with your organisation.
In this lesson we take you through how to connect your PayPal account to your GiveEasy account.
Learn how to set up your Facebook tracking with the GiveEasy platform so you can set up a Facebook re-marketing campaigns as well as get detailed reports on the success of your campaign and see which ads are driving people to donate.
In this lesson we cover how to make your GiveEasy donation pages look like they are a part of your organisation's domain by setting up a CNAME record.
With GiveEasy you have the ability to set and change your charity logo and donation page favicon. In this lesson we take you through how to set and change your logo or favicon.
Setting Up A Campaign
In this lesson we take you through how to create a new donation page as well as how to duplicate an existing donation page.
In this lesson we take you through how to edit and hide your donation page's banner image as well as how to edit and delete the heading text that sits on top of the banner image.
In this lesson we take you through how to edit your donation page text block including changing font style, size, colour, alignment etc as well as how to add elements to your text block.
It is best practice to have mobile responsive text on your donation page. In this lesson, learn how to edit and display the mobile text block.
The read more function is great when you have a lot of text you want to display on your donation page. In this lesson we take you though how to add the read more function to your text block as well as how to delete this feature if you wish to.
In this lesson we take you through how to add a video / image to your donation page as well as how to delete these if you wish to.
In this lesson we take you through how to add pre-filling to your donation form as well as personalised text codes to your copy block to your donation page.
In this lesson you will learn that adding sponsors / matched giving partners to your donation page is as simple as adding an image.
In this lesson you will learn how to edit the social sharing feature as well as how to hide this from your page if you wish.
In this lesson we will take you through how to edit your countdown timer colour, set the countdown date and time, as well as set when to show and hide the countdown timer.
In this lesson we take you through how to set up and edit the progress bar, how to change progress bar background colour, how to adjust the text above and below your progress bar as well as how to hide/ delete your progress bar and add a new one.
In this lesson we take you through how to change the dollar handle amounts, how to change the dollar handle button colours, how to change the dollar handle feature background and how to hide the dollar handle feature.
In this lesson we take you through how to edit the story block feature including how to change colours, images, edit the text and buttons as well as how to remove / hide a column, dollar handle button or the whole story block feature on your donation page.
If you have ever shared a link on social media you have probably seen the social share preview which displays a feature image, page title, and page description. In this lesson we take you through how to set up and edit this for your GiveEasy donation page.
In this lesson we take you through how to add the teams feature to your donation page as well as how to add more teams or edit, disable or delete existing teams once this feature is set up.
In this lesson we take you through the main ways to add tracking to your GiveEasy donation page. These ways include inserting Google Analytics tracking codes, Facebook Pixel and using hidden fields to capture key metrics such as source.
In this lesson we show you how to change you donation form's background colour in four simple steps.
You may wish to add regular giving options to your donation form. In this lesson we take you through the simple steps to add regular giving options such as weekly, fortnightly and monthly donations.
By default your donation form will always include fields for donation amount, first name, last name and email. If you wish to capture additional information from your donor you will need to add custom form fields.
Your donation campaign may include a period of matched giving where donations are double, tripled or even quadrupled. In this lesson we show you how to enable and disable the matched giving feature in the donation form.
In this lesson we take you through how to capture comments through your donation form as well as how to show / hide the comments feature on your donation page.
All GiveEasy donation forms come with the ability to donate via credit card or Apple Pay and Google Pay as well as PayPal if this has been set up. In this lesson we take you through how to edit the look of your credit card and PayPal donation buttons as well as how to enable the PayPal button if you haven't already.
All donation pages with GiveEasy come with a default thank you page and receipt. However, in this lesson we show you how you can create your own thank you page.
All donation pages are linked to a default thank you page. In this lesson we show you how to link your donation page to a new thank you page you have created.
All GiveEasy donation pages link to a thank you page which a supporter is taken to after donating. You may want to link to an external thank you page rather than a GiveEasy thank you page. In this lesson we show you how to do this.
All donation pages have a default email receipt. In this lesson we take you through how to create a new custom email receipt you can use for your donation pages.
In this lesson we take you through the email receipt editor and the easy way to edit the different sections of your email receipt.
All donation pages are linked to a default email receipt. In this lesson we show you how to link your donation page to a new email receipt you have created.
Campaign Management
In this lesson we take you through how to edit, disable and delete teams on your live donation page.
There may be occasions where you want to reply to or delete donor comments on your live donation page. In this lesson we show you how to do this.
When you are running a fundraising campaign you may receive offline donations that you want to include on your digital donation page. In this lesson we take you through the two ways to add offline donations to your donation page.
The analytics dashboard allows you to track and compare your campaign results so that you can quickly determine what channels are performing best in real time.
In this lesson we show you how you can resend a donor's email receipt to a new or existing email address through the GiveEasy platform.
The team at GiveEasy take care of all regular donations for you. If you have a donor who needs support with their regular donation please follow these steps.
Still Need Help?
Need help with something else? Get in touch with GiveEasy's support team for further assistance.
Still Need Help?
Need help with something else? Get in touch with GiveEasy's support team for further assistance.
Copyright 2024 GiveEasy, all rights reserved. ABN99158381125.