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hello and welcome to it ornately my name is Andrew and I'll be your tour guide for this video over the next few minutes I'll be walking you through some of the key features of our platform as we walk through the platform you'll notice a few elements that remain on every page these elements include the navigation menu down the left side and the menu bar along the top in the menu bar along the top you can quickly switch between any account you're an admin of view your personal profile or log out as well as click the information icon in order to find ways to get help view our API documentation or see our Terms of Use let's begin our tour on the dashboard page this is the first screen you'll see each time you log in to donate Lea in the top box you'll notice four buttons with popular actions designed to get you where you need to go quickly as you scroll down the page you'll notice two boxes that contain metrics for your online fundraising you're able to view this data over the past 30 60 or 365 days as your online fundraising evolves you can use this data to identify trends and further optimize your fundraising at the bottom we'll find two boxes devoted to recurring plans on the Left we will list out any recurring donation that has failed a failed recurring donation means that we have unsuccessfully attempted to charge the payment method on file three times at this point we will not attempt to make another charge until a change is made users who upgrade to our team plan can sign up for notifications when this occurs so you can quickly reach out to donors to have the problem rectified on the left we will start to list out any recurring plan tied to a credit card that's due to expire in the next 90 days one important thing to know is that our payment processing partner stripe will automatically update many expiring credit cards automatically let's move on to the donor management section of our dashboard this includes stable tables that house all donors all donations in all recurring plan these tables along with many other tables on our dashboard have a very similar structure you'll always have a table of data in the middle some filters down the left side and a search bar where you can drill into a specific record additionally you'll always have an option to export any of the data this will send a a secure link to your email where you can download the data as a CSV file and manage it in a spreadsheet application such as Excel or Google sheets finally you'll always have an option to create a new record on the top for donations creating a new record includes being able to manually key in a credit card donation or enter any offline donations you received in the form of cash or cheque entering cash or check donations is a great way to come to keep a complete giving record for each donor when you're on the main table clicking into any record will give you a handful more details about that record for the donation this includes a little bit more details about the donor if the donation is tied to a recurring plan along with options for things such as refunding or sending an additional receipt these options vary depending on the record you're looking at but the structure remains very similar you next let's think about look at the three elements of donor facing pieces of our platform this includes campaigns fundraisers and donation forms a quick note about the difference between campaigns and fundraisers campaigns are things that your organization would create fundraisers are peer-to-peer fundraising pages that interested supporters or donors can create on behalf of a campaign as we click into each of these you'll again notice a very similar structure of the page in regards to campaigns these are a very important element of donate Li they help you organize donations and give a clear cause for donors to give creating a new campaign is very simple simply click the new button and walk through the campaign builder tool for this demo we'll be creating a general page one note if you upgrade to our team plan you'll have access to earmark only campaigns earmark only campaigns are useful if you're going to embed a donation form onto your website as we'll talk about later and betting a donation form is also a part of our team plan for this demo first we're going to click on a donate Lea campaign page this will bring up two additional options the first is a general campaign page these are perfect for one-off or short-term fundraising projects these don't allow individuals to create their own peer-to-peer page but are perfect for as a landing page where you can collect donations the other type of campaign page you can create is a peer-to-peer campaign page these are perfect for fundraising events where your you want to engage large teams or many different donors in order to create pages on your organization's behalf these allow you to expand your network and collect donations from new sources selecting either of these options will bring up a very similar form campaign is as simple as adding a title setting a goal uploading a few images and adding a description for the purpose of this demo we've already created a campaign page upon clicking into any campaign record you'll again see more details related to that record this includes the content you've already uploaded any recent donations you've received towards that campaign and the donation form tied to that campaign donate Li allows you to create a specific donation form for any campaign the output is a page that'll look like this you'll see a beautiful image a supporter bar as well as any Content you've entered when a donor lands on this page they can read about your cut your campaign or choose to give choosing to give will bring up the donation form that you've created for this campaign once the donor completes the donation form and successfully submits their donation this donation will be tied to that campaign so you can keep track of your progress next let's take a look at donation forms as mentioned donate Li allows you to create as many versions of the donation form as you'd like just like creating a campaign creating a new donation form is very simple be sure that you added title to your form after that follow those steps to add any element you'd like to your form this includes preset presets along the top and adding fields such as comments or requiring a zip code we would always suggest only asking for information that you have an intended use for adding fields to any form will decrease the likelihood that a donor will complete it along with the standard fields that you can add to any donation form you can also add and you can also add custom fields or add custom CSS custom CSS allows you to change things such as the button color in addition you can have the option for donors to cover all fees associated with their donation this is a great way to increase your revenue and lower your overhead on each donation having the donor pay the fees will include any fees imposed by the payment processor as well as donate Lee's platform fee the final note about our donation forms was mentioned earlier if you upgrade to our team plan that will give you the ability to embed a donation form directly into your website this allows you to control the entire experience from when a donor hits your webpage to when a donor completes their donation keeping them all in your site using your navigation and your brand next let's move to the account settings page on this page you're able to change the title or the name on your account add some information for your main donate li page upload a logo which will show on your main donate li page and any campaign page add information to the donation receipt that donate lead default sentenced after each donation and add any legal information for your nonprofit if applicable additionally if you upgrade to our team plan you have the ability to link your donate li account to your Google Analytics account which will allow you further details and allow you to optimize your fundraising further finally integrations the easiest way to integrate donate Li with your other favorite web apps such as MailChimp or Salesforce is through a platform called zapier zapier makes it very easy to send information from donate Li into those web apps giving you a custom integration that allows your data to flow seamlessly we've put together a handful of help guides for integrating popular web apps as well as a full integration marketplace where you can see how other users utilize zapier to send their don't send their donate Li data all over the web we hope you've enjoyed this demo of donate li if you have any further questions please feel free to reach out to us by emailing support at donate li calm Thanks