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Guides, walkthroughs and answers for fundraising with Donately.
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Getting started
Accounts, pricing, policies and the basics of fundraising with Donately.
15 articles
Donation forms
Build, customise and embed the form your donors actually see.
17 articles
Donations & donors
Managing gifts, recurring plans, receipts and your donor records.
12 articles
Campaigns & fundraising
Campaign pages, peer-to-peer fundraising and team fundraisers.
7 articles
Integrations
Connect Donately to your website, CRM and the rest of your stack.
17 articles
Payments & payouts
Stripe, PayPal, fees and getting money to your bank account.
12 articles
Your dashboard
Admins, notifications, exports and account settings.
2 articles
All articles
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Dashboard
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Applies to
82 articles
What Published, Draft and Archived do, why the campaigns list shows different words, and when to archive rather than delete.
Campaigns & fundraisingThe four campaign types in Donately, what each one gives you, and why the type is fixed once the campaign exists.
Campaigns & fundraisingHow supporters start a fundraising team or join one on a peer-to-peer campaign, and how an admin sets teams up from the dashboard.
Campaigns & fundraisingSet the story, cover image, goal and URL for a hosted campaign page, and understand which parts come from your account branding rather than the campaign.
Campaigns & fundraisingGenerate the Progress block from a campaign's Share tab, choose its colours, and paste it into your own site.
Campaigns & fundraisingLet supporters raise money on your behalf with their own pages, individually or in teams. How to set it up, what supporters do, and how you manage it.
Campaigns & fundraisingTwo of the three main Campaign Types on Donately are "General Campaign" and "Peer-to-Peer Fundraiser".
Campaigns & fundraising- Dashboard Overviewvideo
A top-to-bottom tour of the admin dashboard
Your dashboard Download the rows on screen or email yourself every match, choose your columns, and know which columns only one of those paths can give you.
Your dashboardWhile Donately exists to help individuals and organizations spend less time managing donations and more time focusing on their mission, the Donately platform is not a crowdfunding database.
Donations & donorsSimilarly to any website that processes a payment, when making a donation to an organization who uses Donately, donors will be prompted to complete a security step involving a captcha to help…
Donations & donorsManage your recurring giving at my.donately.com: change the amount, frequency or end date, update the card you give with, or cancel a plan.
Donations & donorsFind any donor or donation fast
Donations & donorsMove live recurring gifts from another platform without a donor missing a month: the Stripe prerequisite, the spreadsheet Donately needs, and the timings.
Donations & donorsBring donors and their giving history over from another platform with the CSV importer, including column mapping, duplicate handling and the dry run.
Donations & donorsLog a cash, check or in-kind gift you have already received, or charge a card on a donor's behalf, and what you can change afterwards.
Donations & donorsWhat Active, Failing, Paused and Cancelled mean, what happens when a card is declined, and what you can do about it.
Donations & donorsEmail every donor who gave last year a link to their giving statement, or get a CSV so you can send your own. Includes the January to April window and the once-a-year limit.
Donations & donorsActivate your account at my.donately.com to see your giving history, manage recurring donations, edit a fundraiser you are running, and get your tax summary.
Donations & donorsThe difference between the dedication field and an eCard, and which one actually emails the honoree.
Donations & donorsWhen using Donately to collect donations for personal fundraisers, it’s important to understand the tax implications for both organizers and donors.
Donations & donorsApple Pay and Google Pay work automatically on Donately-hosted pages. To show them on a form embedded on your own website, register your domain once in Settings.
Donation formsAsk donors your own questions on a donation form, the field types available, and where the answers show up afterwards.
Donation formsCreate a form from a template, set amounts and currencies, choose which fields are required, split it across steps, preview it on desktop and mobile, and publish.
Donation formsPick a theme, set your primary color, and use custom CSS for anything else. What the Design section controls on a Donately form, and what it no longer does.
Donation formsTurn Stripe and PayPal on or off per form, enable ACH bank payments and mobile wallets, and control how the payment methods are laid out.
Donation formsGenerate a donate button that opens your form in a popup, and change its text, colour and size.
Donation formsHow Sentinel blocks card testing and chargebacks
Donation formsLet donors cover processing costs, without hidden tips
Donation formsWhile Substack is a powerful platform for growing your readership and sharing your voice, it currently does not support custom scripts or advanced embed codes—which means you can’t directly embed…
Donation formsAdd parameters to your form's URL to fill in name, email, address or amount before the donor starts typing.
Donation formsShare the hosted link, paste an embed snippet, or print a QR code. Which embed option to use, and what to do when you change the form afterwards.
Donation formsSet the form's language, override individual labels with your own wording, or hide them entirely.
Donation formsCart items turn a donation form into a checkout: add sections of fixed-price items with quantities, images and inventory limits, and the total replaces the donation amount.
Donation formsLet donors give in honour or memory of someone and email them a card, and set up the designs and the email copy.
Donation formsChoose which frequencies donors see, which one is preselected, and how to end recurring gifts on a date.
Donation formsGive donors a keyword they can text to get your donation link back, where to create it, and the limits on keywords and countries.
Donation formsShow a thank-you message, redirect to your own page, control the share buttons, and pass donation details to your landing page.
Donation forms3 Expert Tips to Leverage Donor Segmentation - Webinar Replay
Getting startedCreating Custom Forms for Any Event - Webinar Replay
Getting startedDesigning An Exceptional Giving Season Fundraising Campaign - Webinar Replay
Getting startedSince there is no commitment or cost to sign up for a basic Donately account, we welcome you to set up an account and play around with the platform yourself.
Getting startedSince Donately's pricing was designed specifically for nonprofits, we do not offer additional discounts.
Getting startedAt Donately, we respect your privacy and commit to maintaining transparency about the data we collect and its use. If you prefer not to have your data collected, processed, or if you wish to have it removed, please complete the following form.
Getting startedYour first login and the setup that matters before you fundraise
Getting startedDonately offers three pricing tiers: Free, Low Fees, and No Fees.
Getting startedA great first step for any question is to search the support center! We have loaded this up with answers to FAQs and instructions for most tasks.
Getting startedThank you for considering Donately for your fundraising needs!
Getting startedWhy some help articles are marked "legacy dashboard", and what happens when you get access to the new one.
Getting startedCopy a link, generate a QR code, print signage, or embed a block, and what Donately does not give you.
Getting startedA tour of the 2026 dashboard for anyone who hasn't logged in for a while
Getting startedYou can find Donately's terms and conditions here: https://donately.com/terms-of-use/ You can find Donately's privacy policy here: https://donately.com/privacy-policy/ If you are also interested in…
Getting startedWhy Donors Give: Using Psychology to Improve Donor Retention - Webinar Replay
Getting startedPut your Meta Pixel ID into Donately, turn it on per form, and confirm events are arriving in Events Manager.
IntegrationsUse Zapier to trigger actions in other apps when a donation comes in, where to find the credentials it asks for, and when to use a native integration instead.
IntegrationsConnect Donately to HubSpot, choose the pipeline, deal stage and contact email property, and check what has synced.
IntegrationsConnect Mailchimp, pick the audience new donors are added to, and finish the setup step that the integration will not sync without.
IntegrationsConnect Donately to Salesforce, choose how contacts and opportunities are created, route gifts to Salesforce campaigns, and check what has synced.
IntegrationsShopify is a great option for organizations who want to be able to sell physical goods, but also receive donations from donors.
IntegrationsSquarespace is a great option for nonprofits who want to create their own website. Better yet, Donately's donation forms work very well with Squarespace sites.
IntegrationsStrikingly has created a unique website builder by solely offering one-page site templates. The result is often a beautifully modern webpage that's extremely simple to navigate.
IntegrationsDonately's donation forms work with all Weebly sites and are very simple to embed. Step 1.
IntegrationsDonately donation forms are able to be directly embedded into any Wix site. Step 1. Create your Donately form Customize your Donately form to your liking.
IntegrationsUse the iframe embed and a Custom HTML block. WordPress strips script tags out of page content, which is why the script snippet often disappears.
IntegrationsWebflow is a great option for building a visually stunning website with no coding experience. Step 1.
IntegrationsConnect Slack and pick the channel where Donately posts a message for every new donation.
IntegrationsConnect Double the Donation so donors can check whether their employer will match, and turn the search box on per form.
IntegrationsCreate a webhook, the seven events you can subscribe to, and how to read the delivery log and resend a payload.
IntegrationsDonately has no native QuickBooks integration. Here is how to connect the two with Zapier, and what it costs.
IntegrationsAdd your GA4 measurement ID to Donately, switch tracking on per form, and verify it is working.
IntegrationsRoute account notifications to specific team members, pick per-event or daily digest, and switch off the built-in fundraiser emails.
Payments & payoutsHow to add PayPal as a payment method, what its statuses mean, and why PayPal on its own cannot take card donations.
Payments & payoutsWhat Stripe is and why you need it, how to connect it from Settings, what Stripe asks you for and why, and what happens if you change accounts.
Payments & payoutsYou could just use a payments processor, such as Stripe or PayPal, to process donations, but doing so risks creating a sub-optimal donor experience.
Payments & payoutsAdd your own message to Donately's receipt, replace it with your own template, or switch receipts off per form or entirely. Plus what the receipt says for tax purposes.
Payments & payoutsHow to move to the Free plan yourself, what that does and does not stop, and how to ask for an account to be closed.
Payments & payoutsInvite a teammate, what an admin can do, how to hand off ownership, and how to remove someone.
Payments & payoutsSecurity influences everything we do at Donately. Our policy is to go above and beyond to make sure your information is secure.
Payments & payoutsUse a separate sandbox account, or put this account into test mode with Stripe test keys, then clean up afterwards.
Payments & payoutsCurrently, in order to fundraise using Donately, you need to be able to set up a Stripe and/or PayPal account to link.
Payments & payoutsDonately allows for donations to be made via Credit Card or ACH (bank transfer).
Payments & payoutsDonations are immediately deposited into your Stripe account, less the applicable fees.
Payments & payouts