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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.

The Fundraisers Page

This is the default view where you can create new fundraisers or manage existing ones.

  • Edit: Opens the Fundraiser Builder to design and edit your fundraiser.

  • View: Opens the live page (what your donors see).

  • ESM: Opens the Event and Sales Manager (access the Sales Entry System and Check-In Tool).


Quick Actions (The Options Menu) Click the menu icon on any fundraiser card to:

    • Rename or Duplicate a fundraiser.

    • Pause a live campaign.

    • Archive old campaigns 

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.

 

 

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

 


Note: Incomplete profile information will prevent you from issuing tax receipts.

 

Tax Receipting

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

Need help with this? Check out this article for step-by-step instructions.

 

Results

View your financial performance, including a breakdown of checkouts, pledges, and tax receipts generated.


For a deeper dive into the Results section, see this article.

 

Team Roles

Invite users to your organization and assign permissions (e.g., giving volunteers access only to the Check-In Tool).

 

Payments

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

 

 

Important: Stripe verification takes time, start this process early.

For more information, read this guide to setting up Payments.

 

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

Incomplete profile information will prevent you from issuing tax receipts.

 

 

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

NEXT

To complete the Admin Items, click Next above

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.