New on the platform
Senast ändrad: 16-01-2024Welcome to the iRaiser platform! Nice that you found your way to our support centre. This is the 'heart' of the dashboard with information on how it works as well as tips on how to use it.
As you have seen, there are many ways to set up your platform and options to set up. To get you a bit more started, you can find some tips and interesting links and videos below.
Dashboard
When you log in, you enter the dashboard. You immediately see an overview page with handy statistics in the middle. If you are in the middle of an event, you can quickly see the daily totals there.
Want to know a bit more about navigating the dashboard? Then watch this video with more explanation.
Support centre
You get to our Support Centre "SUMO" by clicking on "Need help". You can also get there by clicking the blue info button next to a menu item. Then you go directly to the support article about that page, handy!
In our Support Centre, you can not only find help articles explaining more about certain functionalities. You can also find inspiration here. For instance, watch webinars, download a whitepaper or 'browse' SUMO. You can click on any of the categories to read more about them and see underlying articles. Want to see some frequently asked questions? Then click on the FAQ.
Tips
- Are you new to the platform and in the process of getting the platform live? Then read more about connecting a new website.
- Visit our iRaiser Academy, where you will see all kinds of videos explaining more. We also give regular webinars online, about both the (new) functionalities and how to use your platform even better. To do so, follow the updates at the top left of your dashboard.
- Do you have a question? Ask it first in SUMO's search window. You will often find an answer to your question there.
A good basic understanding of the iRaiser Dashboard will help you use the platform to its full potential.
Videos
In the videos below, you will learn more about the specific topics. To the right, you will see timestamps, in case you want to go directly to a particular part of the video.
Managing the platform
The iRaiser Dashboard has several features that make managing your platform easy.
The e-mail moduleOne of the strengths of the iRaiser Dashboard is the automatic e-mail module. With it, you build a customer journey for your donors, participants and fundraisers. How do you set it up? Jasper tells you in the video below.
The login flowTo recruit fundraisers and participants, a good sign-up flow is essential. In the videos below, Jasper explains how to set it up.
00:15 - Login
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How do you fill your website? 00:31 - Description |
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Donations 00:20 - Making exports |
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Fundraisers 00:29 - Export fundraisers |
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Teams 00:34 - Export teams |
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E-mail module 00:40 - When are mails sent? |
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Application flow (basics) 01:15 - Application options: How do you commit? |
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Login flow (extensions and options) 00:52 - Entry fee |
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Registration flow for companies 00:34 - General |