Help Center

• Video Tutorials

  • Platform Video Tutorials

    • Platform Video Tutorials | Quick Start

• Common Questions

  • For Organizations

    • How to change my account subdomain (i.e. page URL)
    • How to change my organization account name
    • 8 reasons to white label
    • How to see all money raised by all projects?
    • What other support resources are available to me from WeDidIt?
    • Understanding The Different Payment States
    • Enable or disable "I am not a robot"
    • How to stop fake donations (activate Recaptcha)
    • How to strip your text of formatting from MSFT Word
    • See all failed donations
    • Raiser's Edge Integration
    • What internet browsers are compatible with WeDidIt?
    • What do donors automatically receive?
    • Make Donor Addresses Required
    • How do I check my campaign's donations?

  • For Donors

    • How to change my name or address
    • How to edit my recurring donation's credit card info on file
    • How to cancel my recurring donation
    • How will my donation appear on my statement?
    • Is my donation secure?
    • Did my Donation Go Through?

• Using the WeDidIt Platform

  • Reports

    • Why did my settlement report fail?
    • What is fair market value (FMV)?
    • What data points are in my Settlement Report?
    • Settlement Reports
    • SalesForce Integration

  • Forms

    • How to Create a Form

  • Whitelabel Settings

    • Custom Whitelabeling Limitations and Constraints
    • How to Request a Custom Whitelabel
    • How long does custom Whitelabeling take?
    • What is 'Whitelabeling'?
    • How to Edit Your Own Whitelabel Settings

  • Upload History

    • Review your Upload History

  • Making a Donation

    • Where Is My Donation Tax Receipt?
    • Donor Did Not Receive Donation Email
    • Processing & Transaction Fees
    • Change your Recurring Payment Info
    • Donating to a Campaign

  • Checking Your Donor Lists

    • Why Did My Donor's Card Payment Fail?
    • How to Download a Donor's Donation Receipt
    • Stop a Donor's Recurring Donation
    • Refunding a Payment in the WeDidIt platform
    • Re-Send Tax Receipt Email
    • See all your recurring donations
    • What does the 'State' of a donation mean?
    • See your campaign's Donor List
    • Where can I see all donations (i.e contributions) to my organization

  • Getting Started

    • How To Request a Platform Webinar
    • WeDidIt Project Signup Guide
    • Account Sign-Up Guide for Fiscally Sponsored Projects
    • Editing your donation page
    • Register your organization - individual nonprofit organization
    • Register with WePay
    • Creating a campaign page

  • Analytics Dashboard

    • Check your Donation Page's Analytics
    • Edit your Whitelabel Colors
    • Onboarding
    • Campaign Traffic
    • Social Media
    • Features

  • WePay

    • What Are Chargebacks?
    • What support is available to me from WePay?
    • How to process a refund on WePay
    • Linking WePay & Your Bank Account FAQ
    • Withdrawing your funds from WePay
    • WePay Help & Support

  • Campaign Wizard

    • Add (or Edit) an Image Slideshow to your Campaign
    • WeDidIt Glossary
    • 1. Basic Information
    • 2. Extended Information
    • 4. Add Rewards or Suggested Donation Amounts

  • Sharing Your Campaign

    • Submitting an Insights Profile Review Request
    • Submitting a Campaign for Approval
    • Previewing Your Campaign
    • Fair Market Value & Tax Deductible Amount
    • Post-Donation Tax Receipt
    • Check your Campaign Page's Analytics
    • Post-Donation Sharing
    • Sharing from your campaign page
    • Find your campaign page & white label campaign page URL

  • Peer-to-Peer Fundraising

    • How do I edit my personal fundraising page (aka Ambassador page)?
    • Editing your ambassador's personal/peer fundraising page
    • Viewing the list of donors to your ambassadors' campaigns
    • Making your Personal Fundraising Page
    • See all your live peer campaigns
    • Manage and edit your live Ambassador campaign pages (aka peer campaign pages)
    • Enabling peer-to-peer campaigns

  • Edit a Campaign

    • 500 page error when editing my fundraising pages
    • Create a Campaign Template
    • How to change my campaign goal?
    • Embed a video in your Donation Page or Campaign Page Description
    • Manually Add an Offline Donation (i.e. check, cash)
    • Using the WYSIWYG
    • Updating Your Open Donation Page
    • Change the total dollars raised and number of believers on a campaign (i.e. "display totals")
    • Change the end date & time on my campaign
    • Adding rewards
    • Adding & editing images
    • Selecting a campaign to edit

  • Managing Users

    • Track your donations in your WeDidIt account
    • User types: Admins vs Users
    • Email Notifications for Donations
    • Editing & Deleting Users
    • Adding users to your account

  • Activity Feed

    • Activity Feed: Which Activities Are Logged

  • Recurring Donations

    • How to edit your Recurring Donations page

  • Emails

    • Resend Donation Email
    • How to use ‘Emails’ sub-menu

• How Do I Raise Funds Using WeDidIt?

  • Matching Gifts

    • How Do I Redeem a Matching Code?
    • What is a Matching Code?

  • Recurring Donations

    • Recurring Donations FAQ

  • Reference Guides

    • Which type of WeDidIt page should I use?
    • FAQs on Whitelabel Pages
    • Types of WeDidIt Fundraising Pages
    • Help & Reference Guides

  • In-Person Fundraising

    • Make a Payment or Donation on Behalf of a Donor
    • Fundraising at an Event Checklist

  • Traditional Campaigns

    • How to promote your campaign via email
    • How to promote your campaign via social media
    • How to Create & Use Campaign Templates
    • How long does it take for my campaign to be approved?
    • Rewards & Suggested Donation Amounts
    • I want to launch a Crowdfunding Campaign

• What are WeDidIt's Online Fundraising Tools?

  • Text-to-Give

    • How to use the Text-to-Give feature (with 9 digit number)
    • How to Setup Text-to-Give with the 5 digit shortcode

  • Memberships

    • How to cancel someone's recurring membership payment
    • How to create or edit my Membership page
    • How to design a Membership page
    • How to create membership levels

  • Tickets & Events

    • How do I delete ticket types from my event
    • What are the fees associated with ticket sales?
    • How do I refund a ticket to my event?
    • How do I integrate an ticketed event with a campaign or donation page?
    • How do I export my list of event ticket sales or registrants?
    • What do ticket buyers receive after their ticket purchase?
    • What information is recorded with each registration?
    • How is event registration data recorded?
    • How do I limit the number of tickets that an be purchased by each ticket buyer?
    • How do I limit the number of tickets available for my event?
    • Can more than one ticket be purchased at a time?
    • How do I enable 'free' registration (or RSVP's) for my event?
    • How do I get access to Free Registration?
    • How do I get access to Event Ticketing?
    • What's the difference between Event Ticketing and Free Registration features?
    • Download the Ticketing and Events FAQ document
    • Where can I see all ticket sales to my event
    • How to check-in Event attendees
    • How to create tickets for my Event page
    • How to create an Event Page

  • Campaigns

    • How to Copy a Campaign
    • How to add or remove fundraising goal and thermometer from your campaign page?
    • How to embed a campaign widget
    • How to embed a Youtube video into a campaign page

  • Crowdfunding

    • How to republish past fundraising campaigns
    • How to edit the campaign description of a past campaign

  • Peer-to-Peer Campaigns

    • Peer-to-Peer Fundraising Pages (aka Ambassador Pages)

  • Donation Page

    • How to set up your contribution periods on your Donation Page
    • How to embed a Youtube video into your donation page
    • Add designations to my donation page
    • Clean, Simple, User-Friendly Donate Pages

• Fiscal Sponsors

  • Reporting

    • How to identify a refund in your fiscal sponsor account
    • How do I download a contributions list?
    • What is a contributions list report?
    • How do I find a list of contributions for one of my project accounts?
    • Can I download a report for a specific type of purchase?
    • What is a purchasable?
    • How is WePay involved in settlement reports?
    • What is WePay?
    • How do I download a settlement report?
    • What data points are tracked in a Settlement report downloaded from the WeDidIt platform?
    • What are settlement reports?

  • WeDidIt API's

    • What is 'Entities Tagging'
    • Search Entities API For Parent Organizations

  • Step One: Getting Started

    • How to create your projects' accounts from the platform
    • What data points are needed when creating the project account creation spreadsheet?
    • Sign-Up Guide for Fiscal Sponsors
    • Inviting Projects/Child Organizations
    • Register your organization - project of a fiscal sponsor

  • Step Two: Setting Up Your General Donation Page

    • Creating your Donation Page
    • Installing your General Donation page on your site
    • About Your General Donation Page

  • Managing Users

    • How to Remove Projects from your Account
    • Invite New Users or Associate Users

  • Building & Editing Campaign Pages (Campaign Wizard)

    • Change your Fundraising Page Type
    • Create a Campaign Page
    • Campaign Wizard: Basic Info
    • Campaign Wizard: Extended Info
    • Campaign Wizard: Add Media
    • Campaign Wizard: Publish your Campaign

  • Enroll in the WeDidIt Academy

    • Enroll in the Academy

  • Managing Your Donors

    • How to Update a Donor's Credit Card Information (for recurring donations)
    • About your Donor Data
    • Campaign Traffic

  • Step Seven: Peer-to-Peer Fundraising

    • Managing your live peer campaigns (i.e. Ambassador pages)

  • WeDidIt Mobile

    • In-Person Fundraising Checklist

  • Appendixes

    • Appendix A: WeDidIt Glossary
    • Appendix B: Recurring Donations
    • Appendix C: Rewards & Suggested Donation Amounts
    • Appendix D: Types of WeDidIt Fundraising Pages

• WeDidIt Insights

  • Glossary of Icons

    • Glossary of Icons

  • Navigating the Insights Dashboard

    • Navigating the Insights Dashboard
    • Access WeDidIt Insights

  • Uploading and using your donor data

    • Preparing your donor data for analysis
    • Save an Excel spreadsheet as a .csv file
    • Data points for your WeDidIt Insights export from your CRM
    • How to map your donor records
    • How to mass update Profiles
    • How to request a record review
    • How to create an IDP and what this feature does
    • How to generate new Profiles from twitter followers

  • Editing and Deleting Profiles

    • How to edit info on a Profile
    • How to delete a Profile

  • Using Search in Insights

    • How to search for Interests
    • Using Advanced Search
    • How to perform search by social media or matching gift donations

  • How to export a selection of Profiles

    • How to export a selection of Profiles

  • List Management

    • How to Identify Recurring Donors from the Platform
    • How to add a Profiles to a list
    • How to create a new list
    • How to delete a list