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Overview of the Trellis Dashboard

Your central hub for managing fundraisers, payments, results, and your organization's account.

Dashboard Sections

Fundraisers

The Fundraisers page is the default view when you log in. It shows all your active campaigns and lets you create new ones.

Each fundraiser card includes three quick-access buttons:

  • Edit — Opens the Fundraiser Builder to design and update your fundraiser.
  • View — Opens the live fundraiser page as donors see it.
  • ESM — Opens the Event and Sales Manager, including the Sales Entry System and Check-In Tool.

Click the three-dots on any fundraiser card to:

  • Rename or Duplicate the fundraiser
  • Pause a live fundraiser
  • Archive old fundraisers
  • Copy Fundraiser ID 

To view archived fundraisers, use the Active / Archived filter toggle above the fundraiser list.

Messaging

Use the Messaging System to send emails and SMS messages to your donors (availability depends on your plan). Use this to share updates, promote your campaign, and keep donors engaged.

Results

View your fundraiser's performance, including a breakdown of checkouts, pledges, and tax receipts generated.

Screenshot 2026-06-05 at 10.39.37 AM

Team Roles

Invite users to your organization and assign role-based permissions. For example, you can give volunteers access only to the Check-In Tool without broader admin access.

Payments

Connect your Trellis account to Stripe Connect and add your bank details to collect payments and receive payouts.

 

 

Please Note: Stripe verification can take time. Start this process early to avoid delays in receiving payouts. For step-by-step instructions, read this guide to setting up Payments.

Tax Receipting

Create and manage reusable tax receipt templates that can be applied across multiple fundraisers.

For setup instructions, see this article on setting up tax receipting.

Profile

Complete your organization's profile details here. This information is required for:

  • Issuing tax receipts
  • Verifying your organization
  • Maintaining compliance with payment processors

Heads Up! Incomplete profile information will prevent you from issuing tax receipts. Make sure all required fields are filled in before launching your fundraiser.

Frequently Asked Questions

Where do I go to create a new fundraiser?

Navigate to the Fundraisers page from your Dashboard. It's the default view when you log in. From there, click New Fundraiser to get started.

What is the ESM?

The Event and Sales Manager (ESM) gives you access to the Sales Entry System and the Check-In Tool. It's designed for managing in-person event logistics and recording offline donations.

Do I need to complete my Profile before launching a fundraiser?

Yes. Incomplete profile information will block tax receipt issuance and may cause issues with payment processor verification. Complete your Profile section before going live.

What happens if I archive a fundraiser?

Archived fundraisers are hidden from your default Active view but are not deleted. You can view them anytime by switching to the Archived filter on the Fundraisers page.

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Need Help?

Did this answer your question? If not, please reach out to our Product Engagement Team via the blue chat icon or email support@trellis.org.