Overview of the Trellis Dashboard

In this article, we will show you the Dashboard where you can view all your fundraisers, see your results and checkouts, and manage your account and payments.

The Trellis Dashboard is your central hub for managing all aspects of your fundraising efforts. From here, you can view and edit fundraisers, check performance results, manage messaging, set up payments and tax receipts, and access important admin tools.

Fundraisers Page

From the Fundraisers page, you can create new fundraisers or edit existing ones.

• Create new fundraisers or edit existing ones directly from the dashboard.

• Click Edit to open the Fundraiser Builder.

• Click View to access the live version of your page (what donors see).

• Use the ESM button to access the Event and Sales Manager, including the Sales Entry System and Check-In Tool.

• Use the options menu to:

  • Rename your fundraiser

  • Duplicate it

  • Pause it

  • Archive it

• If you would like to see your archived fundraisers, switch between Active and Archived fundraisers under the filters.

Messaging

Use the Messaging System to send emails and SMS messages to donors (if included in your plan). This is a great way to share updates, promote your fundraiser, and boost engagement.

Tax Receipting

Set up and manage your tax receipt templates, which can be reused across multiple fundraisers.

Results

The Results section gives you a full view of your fundraiser’s performance:

• View checkouts and pledges (if included in your plan)

• See all tax receipts generated

• Access detailed performance insights

Team Roles

Invite new users to your organization account or assign specific roles for volunteers.

• Grant access to the Check-In Tool or Sales Entry System

• Set permissions based on user responsibilities

Payments

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

Profile

Complete your organization’s profile details here. This includes all legally required information for:

• Issuing tax receipts

• Verifying your organization

• Maintaining compliance with payment processors

You’re now familiar with the Trellis Dashboard—your control center for building, launching, and managing successful fundraisers.

To move on to setting up your administrative items, click the Next button below.

NEXT

To complete the Admin Items, click Next above