Introduction
Welcome to the Everfund Platform Documentation. This comprehensive guide is designed to help you navigate and utilize all the features of our donation management system effectively. Whether you're setting up your organization, managing campaigns, or handling payouts, you'll find detailed information and step-by-step instructions here.
Getting Started
- Introduction - An overview of the Everfund platform and its core features.
- Go-live Checklist - Essential steps to ensure your Everfund setup is ready for launch.
- Testmode - Learn how to use the test environment to experiment with features safely.
Account Management
- Organization Settings - Configure your organization’s profile and preferences.
- Team Members - Manage user roles and permissions within your organization.
Donation Management
- Donation Portals - Create and customize your donation interfaces.
- Campaigns - Set up and manage fundraising campaigns.
- Channels - Utilize various channels to reach your donors.
- Templates - Use and create templates for efficient campaign setup.
Financial Operations
- Payouts - Understand how funds are transferred to your organization.
- Payment Methods - Learn about the various donation options available.
- Payment Processing Partner - Information about our payment processing system.
Data and Reporting
- Data & Exporting - Access and export your donation and campaign data.
Additional Resources
- FAQ - Answers to commonly asked questions.
- Glossary - Definitions of key terms used in the platform.
Support
If you can’t find the information you need in this documentation, please don’t hesitate to reach out to our support team:
- Email: support@everfund.com
- Live Chat: Available on the bottom right of this page during business hours
We’re here to help you make the most of the Everfund platform and maximize your fundraising potential!