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Manage Resources Overview

Manage is your central hub for viewing and managing all your resources.

What you'll find here:

  • Donations and recurring gifts
  • Fundraising pages
  • Event registrations and tickets
  • Activity logs and more

Donations & Recurring

Track all your revenue transactions in one place.

Donations:

  • View all one-time and recurring donations
  • Search, filter, and export donation data
  • Process refunds when needed

Recurring Profiles:

  • Monitor active subscriptions
  • Track failed payments
  • Manage pledge installments

Pages

Manage all your fundraising pages.

Page types:

  • Personal Pages - Individual fundraiser pages
  • Team Pages - Group fundraising efforts
  • Organization Pages - Network-level pages
  • Fund Pages - Designated fund/cause pages

View page performance and manage settings from here.

Events & Registrations

Track event attendance and ticket sales.

Registrations:

  • View event sign-ups
  • Check registration details
  • Export attendee lists

Ticketing:

  • Manage ticket orders
  • Track individual tickets
  • Handle check-ins and redemptions

Activity & More

Stay on top of everything happening in your account.

Activity Log:

  • See all resource changes
  • Track who made updates
  • Monitor system activity

Additional features:

  • Posts and updates
  • Auction management (if enabled)

Tips for Success

Pro tips:

  • Use the campaign filter to scope resources by campaign
  • Use filters and search to quickly find what you need
  • Customize columns with table settings
  • Use bulk edit to update multiple records at once
  • Export data for external reporting

Need help? Click the ? icon anytime.

Unified Fundraising + CRM