Getting Started
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      Getting Started with WeGive


      Platform Overview: Getting Started with WeGive

      This guide provides a high-level overview of WeGive’s dashboard and key features to help new users navigate and manage their fundraising tools effectively.

      Dashboard Overview

      • The dashboard offers customizable time filters (e.g., last month, last 30 days, last year) to track donations.

      • View the count and total sum of payments, and access visual summaries of KPIs and giving activity.

      Checkout Customization

      • Found under the Elements > Checkout tab.

      • Customize your default checkout with:

        • Title, description, and image

        • Fixed or selectable designations (configured under the Payments > Designations tab)

        • Custom questions

        • Thank-you video or image

      • Preview Mode lets you run test transactions that won’t charge your card.

      • Once finalized, click Implement to generate a shareable link.

        • Attaching a campaign will update the URL (great for embedding behind website donate buttons).

      Campaigns

      • Create campaigns under the Campaigns tab.

      • Add campaign names, goals, and attach them to checkouts for segmented tracking.

      Payments

      • Access under Payments > All Payments.

      • Filter by checkout, method (e.g., cash, check, card), type (recurring, offline, etc.), or more.

      • Export payment data via the Data > Exports tab.

      Donor Records

      • Click into a supporter from the Supporters tab to view:

        • Contact details and communication preferences

        • Donor portal access and login history

        • Related payments, recurring plans, pledges, tax docs, and payment methods

      • Use the Actions tab to:

        • Record offline donations (cash/check) and attach to campaigns or designations

        • Charge a donor directly and configure recurring plan details

      Recurring Plans

      • Add/edit frequency, start dates, or pause/delete existing plans from the donor record.

      Triggered Messages

      • Found under the Engagements tab.

      • Customize and automate emails such as "Payment Success" messages using:

        • Merge tags for personalization

        • Rule groups to target specific segments (e.g., donors to a specific designation)

      • Send test emails or preview as a specific donor.

      Donor Portal Customization

      • Customize branding (images, color themes).

      • Control access to features like:

        • Recurring plan management

        • Tax document visibility

      Data Management

      • Data tab includes:

        • Exports (from all tables)

        • Integration settings and logs

      • All CSV exports are downloadable directly from this tab.

      Settings & Support

      • Under Settings, manage organization info and team member access.

      • Built-in support features include:

        • AI chatbot for quick help

        • Knowledge base with how-to articles and videos

        • Ability to submit bugs or feature requests