Cause Account Dashboard Explained

Causes can manage all aspects of their accounts through the admin dashboard. This backend section of iDonate contains the full suite of controls available to Causes.

Here are each of the sections of the dashboard, with a quick rundown of what each section does.

Dashboard

The Dashboard tab is your homepage on the backend of iDonate. This is where you can quickly see pertinent details like recent payments, ongoing pages, and any notifications regarding your account.

Fundraising

Fundraisers are the life and soul of iDonate, these are the people who have taken the time to sign up and raise funds for the charities on the platform.

From this section, you can view all Fundraising pages tied to your Cause account, and create pages of your own. While Fundraisers are typically created by individuals, Causes can create their own pages here as well.

While logged into a Cause account, you have access to edit any Fundraiser in aid of your organisation. Simply click View Page from the list of pages on the dashboard to visit the page and edit the details.

You can also view and message the users who have created Fundraisers here, and create pages in bulk.

Events

Events are similar to Fundraisers, but exist for a larger purpose. Where a Fundraiser is a singular page, Events can be an umbrella page, which Teams and Fundraisers can exist under. If you are hosting some kind of fundraising campaign, like a challenge or a competition with multiple participants, having them all join an Event would be the way to go.

Event pages can only be created by Causes, from the dashboard. The setup is also similar to Fundraisers, but with many more customisation options. Likewise, you can create Team pages from this section. Teams are another sub-page of Events, which can be used to group Fundraisers together. The hierarchy of pages has Events at the top, with Teams in the middle, and Fundraisers below.

Each page adds their total raised to the page above; Teams display the total raised by the Fundraisers that are part of it, and the Event page shows the full total raised on all pages linked to it.

Raffles

From here, you can create new Raffle pages, or access any ongoing or closed pages. Raffles are as the name suggests, pages where people can buy raffle tickets to enter a draw in lieu of making donations. Each ticket bought is added to a pool for a draw, which can be done once the Raffle is closed to determine the winner.

You'll also see a section labelled Pending Approval. This is where you will find any Raffles that have been created by a third party in aid of your Cause. Like Fundraisers, people can register Raffle pages, but they must be approved by the Cause manually.

If any Raffles are registered in aid of your Cause, you will be notified and can come to this part of the dashboard to approve or reject them.

Forms

There are multiple types of forms you can create through your Cause dashboard, from simple Donation Forms to Registration Forms for your Events.

Donation Forms are customisable pages where donors can be directed, often linked to or embedded in the website of the charity.

These differ from Fundraisers, in that there is no running total or closing date, they exist more as a simple, but permanent location to receive donations.

Registration Forms are most often used in conjunction with Events, as a way to take the details of the Fundraisers signing up to join it.

Reports

This is where you will find all of the data for your account: every donation made, every payment received, it can all be viewed from here.

In the Standard Reports, you can break the information down by month or by year, view reports of funds raised per Fundraising page, as well as recurring donations and the payments that have been transferred to you.

For more specific data, you can use the Custom Reports to set your own filters and gather the information you need.

Support

The Support heading gives you quick links to two things: the FAQ guides section you are currently in, and our contact page where you can send a message to the Help Desk to request assistance.

If the FAQs don't contain the information you're looking for, reach out to us and we will do what we can to assist.

Settings

The Settings section is as it sounds, a menu of options for making changes to your account. Under Account Management and Profile Settings you can customise your account, you can learn more about this here.

If you wish to add other administrators to your Cause account, this can be done in the User Access menu.

Messaging is where you can set the automatic messages that are sent from your account. For example, you can set an automated thank-you message, or messages sent to your Fundraisers at certain intervals.

• Related Articles

• Cause Account - First Steps After Registration

  Your Cause account has been approved, so what do you do next? Causes have access to all of the features of iDonate, so your first task is figuring out where to start. We have some tips on what you should do first, to get your new account up to speed ...

• How do I allow a Cause to mange my page for me?

  If you would like to give the Cause you're fundraising funds for full control of your page, you can do so using the guide below. This gives the cause full control of your page, they will be able to update the title and wording, update your images, ...

• How to Register as a Cause on iDonate

  Charities, clubs, schools, and other organisations can register with iDonate as a Cause, to raise funds themselves or to receive funding from others. Cause accounts can access all aspects of iDonate, they can create Events and Fundraisers, run ...

• My Cause Isn’t Registered on iDonate – What Should I Do?

  If you wish to run a Fundraiser, Raffle, or other benefit through iDonate in aid of a charity, school, club or organisation but you cannot find them on the website, what can you do? If you find yourself in this situation, here are your options: Check ...

• How can I delete my iDonate.ie account?

  If you wish to delete your account and remove your data from iDonate, you can do this at any time. Whether you have a Fundraiser, Crowdfunder, or Cause account, we will remove your data if you wish. Here is what you need to know to delete your ...