Programs & campaigns

Create programs, campaigns, trips, events, recipient experiences, and public fundraising pages.

Recipients & designations overview

File Management and Deleted-file History

Add Recipient

Recipients Table

Set up attendance and enrollment for a program

Record attendance and enrollment for a check

Report on attendance and enrollment

Import attendance and enrollment

Review attendance history and follow up on exceptions

Attendance and enrollment overview

Update recipient information from a file (AI Intake)

Add recipients or donors from a photo or document (AI Intake)

Restore archived recipients

Run Event-Day Check-In

Create and Configure Events

Review Event Results and Follow Up

Manage Public Event Registration

View an event guest's registration details

Keep event tickets out of tax summaries while including sponsorships

Program management

Website & Embed

URL Generator

Program Settings

Additional Gifts

Manage Programs

Program Forms

Configure fixed sponsorship levels

Offer an optional sponsorship during campaign checkout

Configure AI Intake settings