You can both hide questionnaires from appearing in the Membership Portal, as well as control the order in which they are displayed by editing the CMS of…

Occasionally, you may need to process a refund for a donation. Maybe a donor experienced a connectivity issue while making a donation and a duplicate charge appeared,…

From your Corporate Giving Campaign Manager, you can access your Corporate Participants portals in two ways. First, if you highlight the participant in question, then right-click, and…

From your Corporate Giving Campaign Management menu, highlight the Corporate Participant that you would like to pull data from, then select Export Data. You will be able…

Corporate employees have the option to sign-up for payroll deduction, which is essentially making a pledge. However, instead of C360 running a card for each recurring payment,…

When a contribution comes through online, the member will need to be matched to a constituent record. Pending members can be identified by the purple question mark…

To craft the Campaign Portal for your Corporate Participant, highlight them in the Corporate Giving Campaign Manager, then select Portal Settings. This will open the Corporate Campaign…

To add a Corporate Participant to your Corporate Campaign, right-click your current Corporate Campaign from the Corporate Giving Campaign Manager, and select Add Corporate Participant. You will…

From the Campaigns Module, select Add New Campaign, then give your campaign a Name and Description, and Save. This will open the Edit Campaign Management menu, where…

After your event, you may find that you have a handful of guests who left with a balance still due. You can reach out to these guests…