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01 Your day at a glance
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TUTORIALS
Donately
3 videos · 3 written · From appeal to gift

0:31 Your day at a glance Today, your money, and the app, on one screen.
0:35 Your donation form Its link, its design, and what your donors see.
0:31 Gifts and donors One-off and monthly gifts, and everyone who gave.
TUTORIALS — WRITTEN
Written tutorials · 3 lessons · 3 min total

Donately

Lesson 01 · 1 min read

Your day at a glance

Today, your money, and the app, on one screen.

Donately opens on your whole day, on one screen.

Today

Today counts the gifts that came in, the people who gave, and how many give every month. Latest gifts lists the newest ones.

Money

Money shows what you have received, what has been given in total, and any fees your donors chose to cover. Takings draws the last two weeks, day by day.

The app

On the right is Donately itself. The tabs along the bottom open Forms, Donations and Donors, and More holds Settings.

The round + at the top starts a new form.

Lesson 02 · 1 min read

Your donation form

Its link, its design, and what your donors see.

Every appeal gets its own form, with its own link.

Your forms

Open Forms to see every form and what each one has raised. Press New form to start another.

Sharing a form

Open a form. Under Links:

  • Share link: press Copy, and paste it into an email, a message or a post, or print it on a poster.
  • Embed on your website: press Copy embed code, and paste it into your own site. The form shows right there.

Preview the form opens it the way your donors see it.

Changing a form

Press Edit this form to change its name, the end of its link and its short sentence, and to pick one of four designs: Quiet, Editorial, Native or Progress.

What donors see

Donors pick One-time or Monthly, choose an amount or type their own, and give.

Lesson 03 · 1 min read

Gifts and donors

One-off and monthly gifts, and everyone who gave.

Donately only counts gifts that went through. A declined card, or a page closed halfway, never shows up as money.

Money

  • Money received is today's total, and This month is the month so far.
  • Given in total is everything, from the start.
  • Takings draws the last two weeks, day by day.
  • One-off or monthly splits single gifts from monthly ones.

Donations

The Donations tab lists every gift. Filter by form, by status, or by One-time or Monthly. CSV downloads the list.

Donors

The Donors tab keeps everyone who gave, with how many gifts and how much in total. Search by name, email or phone, and tap a donor to see their gifts.

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