Hero "Admin Dashboard & Analytics" Admin User Experience Product Wireframes

Hero "Admin Dashboard" user experience for configuring account settings, reporting & analytics, and campaign logic.

Transcript

1. Hero Admin Dashboard Admin user experience for settings, reporting, and campaign logic u n l e a s h y o u r f u n d r a i s i n g
2. Admin home Reports & analytics Hero marketing Hero Site Builder All campaigns search donors, fundraisers, and campaigns u n l e a s h y o u r f u n d r a i s i n g Support Quick navigations All donations All participants Create an audience Page analytics 2 Your settings 2 All donations All teams All registrants Profile & settings Hero administrators Hero Site Builder Hero marketing All campaigns American World Organization This week This quarter This year This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts
3. American World Organization This week This quarter This year This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts search donors, fundraisers, campaigns u n l e a s h y o u r f u n d r a i s i n g Support Settings Log out All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing All donations All teams All registrants Profile & settings Hero administrators Hero Site Builder Hero marketing All campaigns
4. search donors, fundraisers, campaigns Campaign name Run the Rock American World Organization This week This quarter This year u n l e a s h y o u r f u n d r a i s i n g Settings Log out Support This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts Fundraising campaigns #2 #1 #3 $56,104 $24,786 $21,910 $19,453 673 donors 319 donors 348 donors 321 donors 198 registrants 74 registrants 142 registrants 201 registrants 234876901 283785802 432567764 987425461 $11,229 286 donors No registrants 027425461 Sight Savers Cape Hope 5k Shave for Kids Holiday giving Rank Raised #4 #5 Donors Registrants Campaign ID 07/24/2020 06/04/2020 08/13/2020 0722/2020 09/01/2020 Date created All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
5. search donors, fundraisers, campaigns Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Run the Rock $20,000 RunTheRockP2P www.runtherock.org Open Stripe Run the Rock Run the Rock u n l e a s h y o u r f u n d r a i s i n g Campaign homepage Run the Rock Support 153 Donations 24 Monthly givers $21,821 Raised Online #3 Campaign rank 7 Rejected gifts Compaign donations Hero Campaign Builder Configure campaign settings Manage campaign admins V i e w c a m p a i g n l i v e Public campaign name Public campaign goal Internal naming Campaign URL Campaign gateway Campaign status Public campaign name Public campaign name
6. Analyze YOY Campaign type Event name Run the Rock search donors, fundraisers, campaigns Hero help center 2 Download Donations Upload - Import search for a donation Total donations ($21,821) Search by campaign Viewing 153 donations in order of recent transactions Ammount $25.00 $54.00 $20.00 $35.00 Donor name Gerald Moore Marquiese Gold Jenn Alanne Val Goodright Donated to Alyssa's Fundraiser Rock for Cancer General donation General donation P2P campaign P2P campaign P2P campaign P2P campaign Run the Rock Run the Rock Run the Rock u n l e a s h y o u r f u n d r a i s i n g Run the Rock Sight Savers Cape Hope 5K Run the Rock Support 153 Donations 24 Monthly givers $21,821 Raised Online #3 Campaign rank 7 Rejected gifts Campaign donations 0 Donation homepage Donation filters Search donations New donation Recurring donations Search donations Monthly gift Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage V i e w c a m p a i g n l i v e
7. Analyze YOY Campaign type Event name Run the Rock search donors, fundraisers, campaigns Hero help center 2 Download Donation homepage Donations Upload - Import Campaign donations search for a donation Total donations ($21,821) Search by campaign Viewing 153 donations in order of recent transactions Ammount $25.00 $54.00 $20.00 $35.00 Donor name Gerald Moore Marquiese Gold Jenn Alanne Val Goodright Donated to Alyssa's Fundraiser Rock for Cancer General donation General donation P2P campaign P2P campaign P2P campaign P2P campaign Run the Rock Run the Rock Run the Rock Search donations New donation Recurring donations Search donations 0 Monthly gift u n l e a s h y o u r f u n d r a i s i n g Run the Rock Sight Savers Cape Hope 5K Run the Rock Support Donation filters Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage 153 Donations 24 Monthly givers $21,821 Raised Online #3 Campaign rank 7 Rejected gifts V i e w c a m p a i g n l i v e
8. search donors, fundraisers, campaigns Campaign donations Donation homepage Fees Email gmor@me.com search for a donation Donations Total donations ($21,821) Selelct a new campaign Viewing 153 donations in order of recent transactions Ammount $25.00 $54.00 $20.00 $35.00 Donor name Gerald Moore Marquiese Gold Jenn Alanne Val Goodright Transaction ID 162543 524376 905786 107346 $1.25 $2.70 $1.00 $1.75 mgo@me.com jale@me.com vgdr@me.com Search donations New donation Recurring donations Search donations 0 Monthly gift u n l e a s h y o u r f u n d r a i s i n g Run the Rock Campaign ID 2064 0967 7182 4323 $75.00 Julia Smith 451087 $3.75 jolor@me.com 9832 $135.00 Shannon Hey 840578 $6.75 shan@me.com 8195 Download report Support Hero help center 2 Donation filters Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage V i e w c a m p a i g n l i v e
9. Upload - Import Viewing 538 donations in order of recent transactions search for a donation Completed donations Serena Jerteski Amanda Shirley Buzz Altworth Donated to Alyssa's Fundraiser Luke Geysher Luke Geysher Team Capes Event type P2P campaign DIY campaign DIY campaign P2P campaign Event name Run the Rock Sight Savers Sight Savers Cape Hope 5k search donors, fundraisers, campaigns Gerald Moore Donations Download Total donations ($141,821) Ammount $25.00 $54.00 $20.00 $35.00 Donor name u n l e a s h y o u r f u n d r a i s i n g Campaign donations Search donations New donation Recurring donations Search donations 0 Monthly gift Donation homepage 153 Donations 24 Monthly givers V i e w c a m p a i g n l i v e View and edit this supporter's details Display name as "anonymous" Gerald Donor first name Hero donor ID Donor information Donor first name Moore G e r a l d M o o r e g e r a l d 2 4 @ g m a i l . c o m 15243 Hero receipt ID 214 Donation amount $400 Donation date 09/12/2020 Donated to (fundraiser) Alyssa's Fundraiser Page Donated to (campaign) Run The Rock Tax receipt status Delivered Donation status Verified Edit or refund e.g. 12 Any St. New York, New York Donor address Anonymous display Save updates Run the Rock Support Hero help center 2 Donation filters Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage
10. Upload - Import search for a donation Gerald Moore Serena Jerteski Amanda Shirley Buzz Altworth Fundraiser Luke Geysher Luke Geysher Team Capes Campaign type P2P campaign DIY campaign DIY campaign P2P campaign Campaign name Run the Rock Sight Savers Sight Savers Cape Hope 5k Search your fundraisers and campaigns Alyssa's Fundraiser Recent donation activity Donations Report exports Total donations ($141,821) Viewing 29 donations Ammount $25.00 $54.00 $20.00 $35.00 Donor name u n l e a s h y o u r f u n d r a i s i n g Donations Search donations New donation Recurring donations Search donations 0 Monthly gift All donation information 538 Donations 98 Monthly givers $141,821 Raised Online 129 First time gifts 23 Cancelled Gifts View and edit this fundraisers details Alyssa Fundraiser first name Hero fundraiser ID Fundraiser information Fundraiser last name Beckton A l y s s a ' s F u n d r a i s e r w w w . r u n t h e r o c k . o r g / a l y s s a s f u n d r a i s e r 384756 Hero team ID Fundraiser team Team captain Registration type Adult registration Registration fee Save updates Log in as fundraiser Fundraiser goal Log in and make fundraiser edits $10,000 Currently not on a team Not a team captain Currently not on a team $25.00 Raised online $6,738 Raised offline $150 Personal donation $150 Search by campaign Support Hero help center 2 Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage
11. search donors, fundraisers, campaigns Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Run the Rock $20,000 RunTheRockP2P www.runtherock.org Open Stripe Run the Rock Run the Rock u n l e a s h y o u r f u n d r a i s i n g Campaign homepage Run the Rock Support 153 Donations 24 Monthly givers $21,821 Raised Online #3 Campaign rank 7 Rejected gifts Compaign donations Hero Campaign Builder Configure campaign settings Manage campaign admins V i e w c a m p a i g n l i v e Public campaign name Public campaign goal Internal naming Campaign URL Campaign gateway Campaign status Public campaign name Public campaign name
12. search donors, fundraisers, campaigns Hero Campaign Builder u n l e a s h y o u r f u n d r a i s i n g Support Registration configuration Email configuration Donation page configuration 153 Donations 24 Monthly givers $21,821 Raised Online #3 Campaign rank 7 Rejected gifts Leaderboard configuration Manage supporters Payment types Social media settings Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Run the Rock V i e w c a m p a i g n l i v e Campaign settings
13. search donors, fundraisers, campaigns u n l e a s h y o u r f u n d r a i s i n g Support Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Manage page analytics Configure reporting Manage distribution Edit tax receipting Manage integrations Edit the fundraisers admin Add donations Add registrants or teams
14. Campaign information Public campaign name Public campaign goal Campaign dates 09/14/2020 C A M P A I G N B U I L D E R $20,000 Run the Rock Campaign status Campaign locations Payment gateway Stripe 8 Open to public Internal campaign name RunTheRockP2P Public site URL www.runtherock.org Support Hero help center 2 Campaign settings Campaign information Registration configuration Campaign emails Email & SMS settings Social media settings Fundraising apps settings Payment options Campaign configuration Campaign donations Campaign teams Campaign registrants Campaign administrators Campaign settings Campaign homepage Campaign page analytics Campaign locations V i e w c a m p a i g n l i v e Hero Campaign Builder search donors, fundraisers, campaigns Save
15. Admin home Reports & analytics Hero marketing Hero Site Builder All campaigns search donors, fundraisers, and campaigns u n l e a s h y o u r f u n d r a i s i n g Support Quick navigations All donations All participants Create an audience Page analytics 2 Your settings 2 All donations All teams All registrants Hero administrators Hero Site Builder Hero marketing All campaigns American World Organization This week This quarter This year This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts Profile & settings
16. search donors, fundraisers, campaigns u n l e a s h y o u r f u n d r a i s i n g Settings Log out Support Organization settings Payment gateway Universal email template All integrations Billing information Profile settings Profile and settings Invite team members search other users All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
17. search donors, fundraisers, campaigns Profile settings Org settings Payment gateway Email template All integrations Billing information Hero help center 2 u n l e a s h y o u r f u n d r a i s i n g Settings Log out Profile settings My settings Your name Invite team members Joseph Smith Your email joseph@world.org Your password Change your password Current password New password Enter your new password Donation notification Confirm new password Re-enter your new password S e n d a r e - s e t P W e m a i l t o t h e a d m i n Account settings Save $100 Org access level Super user - full access Campaign-level access Super user - all campaigns When a donor gives Specified amounts Optional Rejected gifts Rejected gift New monthly givers Notify new monthly givers Canceled monthly givers Cancelled plans search other users Support All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
18. search donors, fundraisers, campaigns u n l e a s h y o u r f u n d r a i s i n g Settings Log out Support Organization settings Payment gateway Universal email template All integrations Billing information Profile settings Profile and settings Invite team members search other users All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
19. search donors, fundraisers, campaigns A d d a n o t h e r u n l e a s h y o u r f u n d r a i s i n g Organization settings Organization information Org name Invite team members World Org Org website www.worldorg.org Organization email O r g c o n t a c t n a m e e.g. Antonia O r g c o n t a c t e m a i l e.g. antonia@world.org O r g S M S n u m b e r Enter your SMS if applicable Save Account settings Profile settings Org settings Payment gateway Email template All integrations Billing information Billing email billing@world.org Org EIN 24-56789 Org address 20 east 8th st New York, NY Org telephone 212-222-4444 Add all emails you might use in fundraiser communications Add your org information for proper billing and distribution Support Hero help center 2 All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
20. search donors, fundraisers, campaigns u n l e a s h y o u r f u n d r a i s i n g Settings Log out Support Organization settings Payment gateway Universal email template All integrations Billing information Profile settings Profile and settings Invite team members search other users All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
21. search donors, fundraisers, campaigns Profile settings Org settings Payment gateway Email template All integrations Billing information Hero help center 2 u n l e a s h y o u r f u n d r a i s i n g Payment gateway Active gateways A d d a n o t h e r Save Account settings Set up a new gateway Braintree WePay Apple Pay $1,402,451.22 PayPal 09/10/2020 1. 2. Gateway Total $ Activation date 09/10/2020 $76,409.76 Stripe Verified charity tax receipt 1. World Organization Tax Receipt A d d a n o t h e r Support All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
22. search donors, fundraisers, campaigns Account settings u n l e a s h y o u r f u n d r a i s i n g Email template (universal) Profile settings Org settings Payment gateway Email template All integrations Billing information Universal template design for all emails F r o m n a m e : e.g. Serena R e p l y - t o e m a i l : e.g. support@world.org L o g o U R L l i n k Your website U p l o a d y o u r h e a d e r l o g o Your edits will visually update to the right. The universal template can always be edited as you create new triggers and communications. Powered by From, Your content will be here. Example email mock-up to ignite more online giving in your fundraising campaigns! Sincerely, World Organization Real-time edit preview Preview live Support Hero help center 2 All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
23. search donors, fundraisers, campaigns Active Active Profile settings Org settings Payment gateway Email template All integrations Billing information Active Not active Hero help center 2 Account settings u n l e a s h y o u r f u n d r a i s i n g Fundraising integrations Integrations marketplace Request an integration See active integrations, edit live integrations, or activate new integrations Google Analytics Facebook Pixels Mailchimp Google Tag Manager Salesforce CRM Slack bot Strava Zappier Not active Active Not active Beta Support All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
24. search donors, fundraisers, campaigns Account settings u n l e a s h y o u r f u n d r a i s i n g Billing information Add or edit your subscription information Profile settings Org settings Payment gateway Email template All integrations Billing information Y o u r p l a n Professional fundraising Fundraising site builds Upgrade your plan for more features and users Professional fundrarsing Full suite fundraising Y o u r p a y m e n t s C r e d i t c a r d o n f i l e No card on file Add credit card A d d c r e d i t c a r d Next payment 09/15/2020 Support Hero help center 2 All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
25. search donors, fundraisers, and campaigns u n l e a s h y o u r f u n d r a i s i n g Support 2 All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing All donations All teams All registrants Profile & settings Hero Site Builder Hero marketing All campaigns American World Organization This week This quarter This year This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts Hero administrators
26. search donors, fundraisers, campaigns 1 3 1 Hero help center 2 u n l e a s h y o u r f u n d r a i s i n g Administrative access A d m i n i s t r a t o r s N a m e E m a i l A c c e s s l e v e l D a t e j o i n e d Invite team members quick admin search A c c o u n t r o l e s Alexandra Delle Larry Regale Jenna Thames adelle@charity.org lregale@charity.org jthomas@charity.org Full access Data export Campaign creator 02/09/2014 12/14/2017 09/05/2016 Page 1 of 1 Support A d d a n e w u s e r All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
27. search donors, fundraisers, campaigns Administrative access A d m i n i s t r a t o r s E m a i l A c c e s s l e v e l D a t e j o i n e d Invite team members quick search A c c o u n t r o l e s adelle@charity.org lregale@charity.org jthomas@charity.org Full access Data export Campaign creator 02/09/2014 12/14/2017 09/05/2016 1 3 1 Save access rights Reports Site configuration Donor relationships Emails Data exports Data imports Integrations Emails u n l e a s h y o u r f u n d r a i s i n g N a m e Alexandra Delle Larry Regale Jenna Thames Page 1 of 1 Enable access to all campaigns #` 1. Campaigns Select campaign access Administrator access rights #2. Reports and configuration Define what access this administrator should have rights to Cycle for Cancer Acme Corp Employee Campaign Holiday Donate Kiss Goodbye to MDS Enable access to all configurations Select configuration access Raise your way Teams Refunds Billing Assets Support Hero help center 2 All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
28. search donors, fundraisers, and campaigns u n l e a s h y o u r f u n d r a i s i n g Support 2 All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing All teams All registrants Profile & settings Hero administrators Hero Site Builder Hero marketing All campaigns American World Organization This week This quarter This year This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts All donations
29. All campaigns search donors, fundraisers, and campaigns Quick navigations All donations All participants Create an audience Hero marketing Hero Site Builder Page Analytics Your Settings Admin Home Reports & Analytics u n l e a s h y o u r f u n d r a i s i n g Support Reports & Analytics Search campaigns All Hero participants All Hero teams search for a donation 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts Reporting home All Hero donations Search campaigns All Hero participants All Hero teams Custom audience search This week This quarter This year This month All Hero donations
30. Campaign type Event name Run the Rock search donors, fundraisers, campaigns Donations Total donations ($141,821) Viewing 538 donations in order of recent transactions Ammount $25.00 Donor name Gerald Moore 0 All donation information Donation filters Hero help center 2 Recent donation activity from all campaign types search for a donation Donations Download Search by campaign $54.00 $20.00 $35.00 Serena Jerteski Amanda Shirley Buzz Altworth Fundraiser Alyssa's Fundraiser Luke Geysher Luke Geysher Team Capes P2P campaign DIY campaign DIY campaign P2P campaign Sight Savers Sight Savers Cape Hope 5k Search donations New donation Recurring donations Search donations Monthly gift u n l e a s h y o u r f u n d r a i s i n g Run the Rock Sight Savers Cape Hope 5K Support 538 Donations 98 Monthly givers $141,821 Raised Online 129 First time gifts 23 Cancelled Gifts Import All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
31. Campaign type Event name Run the Rock search donors, fundraisers, campaigns Donations Total donations ($141,821) Viewing 538 donations in order of recent transactions Ammount $25.00 Donor name Gerald Moore 0 All donation information Donation filters Hero help center 2 538 Donations 98 Monthly givers $141,821 Raised Online 129 First time gifts 23 Cancelled Gifts Recent donation activity from all campaign types search for a donation Donations Download Search by campaign $54.00 $20.00 $35.00 Serena Jerteski Amanda Shirley Buzz Altworth Fundraiser Alyssa's Fundraiser Luke Geysher Luke Geysher Team Capes P2P campaign DIY campaign DIY campaign P2P campaign Sight Savers Sight Savers Cape Hope 5k Search donations New donation Recurring donations Search donations Monthly gift u n l e a s h y o u r f u n d r a i s i n g Run the Rock Sight Savers Cape Hope 5K The next slide depicts the admin user selecting a campaign to view its donations Support Import All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
32. Donations Search donations New donation Recurring donations Search donations 0 Monthly gift search donations, fundraisers, campaigns u n l e a s h y o u r f u n d r a i s i n g All donation information Search donations Create search criteria Donor name Donation date Donated to Donation amount Donation type Donated to a fundraiser Get granular with your search by editing and saving search criteria important to you donation quick search e.g. Antonia Select a campaign Select a donation type Search personal and team pages Donation quick search Donation type Select a donation type Quickly search for donations to any campaign Donor name Enter donor name Start range 09/12/2019 End range 09/12/2020 Search All recurring donations All donations Corporate donations Peer-to-peer donations General donations Start range End range More than Less than Search Support Hero help center 2 Donation filters All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
33. search donors, fundraisers, campaigns Donations Search donations New donation Recurring donations Search donations Monthly gift u n l e a s h y o u r f u n d r a i s i n g All donation information Add a donation search for a donation Hero back-end donation portal Donor first name e.g. Alex Add a verified or unverified donation from the Hero platform Process donation All recurring donations 0 Donor last name e.g. Anderson Donation amount e.g. $35.00 Donation date 09/15/2020 Donation type Online or Offline One time/recurring One time or recurring Select a campaign Where the donation goes General donation Sight Savers Run the Rock Cape Hope 5k Select a fundraiser Add donation to fundraiser Alyssa's fundraiser Joseph Peterson Geraldo Garcia's Page John Q's Fundraiser Select a team Add donation to a team Reepra's Team Cancer Sucks FCANCER TuffSteppers Billing information 123 street Credit card 1234 3456 4567 3452 Expiration and CVV 09/25 777 Note - "verified" online donations require a credit card Support Hero help center 2 Donation filters All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
34. search donors, fundraisers, and campaigns u n l e a s h y o u r f u n d r a i s i n g Support 2 All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing All donations All registrants Profile & settings Hero administrators Hero Site Builder Hero marketing All campaigns American World Organization This week This quarter This year This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts All teams
35. Search your fundraisers and campaigns Team fundraisers Nikki Kraft Boomer Tane $5,000 $2,250 $750 5 6 3 Team name Reepra's Team All teams Search teams Captain Reepra Dinesh Hero help center 2 Download Import - Upload Recent team activity from all peer-to-peer campaigns quick team search Teams Displaying 6 teams All teams Team information Name Reepra Dinesh Woody Andell Goal $1,500 Team members 2 Cancer Sucks FCANCER TuffSteppers Team captains All team captains Team captains New captain Jodran Cupole Adelle Vera Jeremy Tuff New team u n l e a s h y o u r f u n d r a i s i n g Reepra's Team Cancer Sucks TuffSteppers Support Filters 452 Donations 29 Fundraisers 6 Total Teams $18,209 Total Raised 1,089 Page Views Search by filters All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
36. Search your fundraisers and campaigns Team fundraisers All teams Search teams Team captains All team captains Team captains New captain New team u n l e a s h y o u r f u n d r a i s i n g Search team fundraisers Create search criteria Team name Registered within Registered for Registation location Raised amount Registration type Get granular with your search by editing and saving search criteria important to you quick team search e.g. TuffSteppers Select a campaign Select a registration type Team quick search Campaign Select a campaign Quickly search for any team fundraisers Team name Enter a team name Start range 09/12/2019 End range 09/12/2020 Search Sight Savers Run the Rock Cape Hope 5kk Start range End range Search More than Less than Select a registration location Support Hero help center 2 Filters Search by filters All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
37. Search your fundraisers and campaigns Team fundraisers All teams Search teams Team captains All team captains Team captains New captain New team u n l e a s h y o u r f u n d r a i s i n g Add a new team registrant Team fundraising registrant Registrant first name e.g. Alex Add a registrant and tie them to a team from the Hero back-end Save registrant Registrant last name e.g. Anderson Registration fee Optional Join a team Optional teams to join Start a team Optional YES/NO Registrant team captain Optional YES/NO Select a campaign Select campaign to join Sight Savers Run the Rock Cape Hope 5k Registrant email e.g. alex@gmail.com Registrant user name e.g. Alez23 Registrant password Enter PW Re-enter PW Registrant's team name e.g. Alex's Team Registrants fundraising goal e.g. $10,000 Send waiver to registrant Optional YES/NO Support Hero help center 2 Filters Search by filters All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
38. search donors, fundraisers, and campaigns u n l e a s h y o u r f u n d r a i s i n g Support 2 All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing All donations All teams Profile & settings Hero administrators Hero Site Builder Hero marketing All campaigns American World Organization This week This quarter This year This month 538 Donations 98 Monthly Givers $141,821 Raised Online 129 Registrants 23 Rejected Gifts All registrants
39. Download Import - Upload Recent registrant activity from all event campaigns quick registrant earch Donations Displaying 12 registrants All registrations Registrant information Name Gerald Moore Serena Jerteski Amanda Shirley Buzz Altworth Total raised 0 $900.09 $50.00 $14.25 Target raise $1,000 $4,000 $5,000 $1,500 Event name Run the Rock Sight Savers Sight Savers Cape Hope 5k Registration status Not verified Verified Verified Verified Search your fundraisers and campaigns u n l e a s h y o u r f u n d r a i s i n g Event registrants All event registrants Search registrants Ticketed registrants All ticketed registrants Ticketed registrants Ticketed sign-up New registrant Run the Rock Sight Savers Cape Hope 5k Support Hero help center 2 Filters Search by filters 452 Donations 29 Fundraisers 12 Registrants $18,209 Total Raised 1,089 Page Views All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
40. Search your fundraisers and campaigns u n l e a s h y o u r f u n d r a i s i n g Event registrants All event registrants Search registrants Ticketed registrants All ticketed registrants Ticketed registrants Ticketed sign-up New registrant Search event registrants Create search criteria Registrant name Registered within Registered for Registation location Raised amount Registration type Get granular with your search by editing and saving search criteria important to you quick registrant search e.g. Andersen Select a campaign Select a registration type Registrant quick search Campaign Select a campaign Quickly search for any event registrants Registrant name Enter a registrants name Start range 09/12/2019 End range 09/12/2020 Search Sight Savers Run the Rock Cape Hope 5kk Start range End range Search More than Less than Select a registration location Support Hero help center 2 Filters Search by filters All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing
41. Search your fundraisers and campaigns u n l e a s h y o u r f u n d r a i s i n g Event registrants All event registrants Search registrants Ticketed registrants All ticketed registrants Ticketed registrants Ticketed sign-up New registrant Add a new event registrant New event registration Registrant first name e.g. Alex Add a registrant and tie them to a campaign from the Hero back-end Save registrant Registrant last name e.g. Anderson Registration fee Optional Join a team Optional teams to join Start a team Optional YES/NO Registrant team captain Optional YES/NO Select a campaign Select campaign to join Sight Savers Run the Rock Cape Hope 5k Registrant email e.g. alex@gmail.com Registrant user name e.g. Alez23 Registrant password Registrant's team name Optional e.g. Alex's Team Registrants fundraising goal e.g. $10,000 Send waiver to registrant Optional YES/NO Enter PW Re-enter PW Support Hero help center 2 Filters Search by filters All campaigns Quick navigations All donations All participants Create an audience Page analytics Your settings Hero Site Builder Hero marketing Reports & analytics Admin home Home All campaigns All donations All teams All registrants Hero administrators Profile and settings Hero Site Builder Hero marketing