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.

Your organization dashboard is where you manage all of your fundraisers and results, as well as send messages, set up tax receipts, enable payments via Stripe Connect, and integrate with Raiser's Edge (if included in your plan).

1. Fundraisers Page

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

• Clicking "Edit" on a fundraiser opens the Fundraiser Builder.
• "View" will open the live page accessible to donors.
• Finally, the "ESM" button opens the Event and Sales Manager, which is the platform for event-day. It has the Sales Entry System, and the Check-In Tool. 

• From here, you can also rename the fundraiser, duplicate it, pause it, or archive it:

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

2. Messaging

Next is the Messaging System, where you can send emails and text messages (if included in your plan) to donors. 

3. Tax Receipting

Here is where you will set up tax receipt templates, that can be used across your fundraisers. 

For more on tax receipting, check out this article.

4. Results

The results section is where you will see all your fundraiser results, including an overview, checkouts, pledges (if included in your plan) and generated tax receipts. 

For more on the various Results sections, see this article.

5. Team Roles

From team roles, add new users to your organization account, or set up volunteers with access to the Check-In Tool and Sales Entry System.

6. Payments

This is where you would set up Stripe Connect and enter your bank account information in order to accept payments and receive payouts. 

For more on setting up Payments, please refer to this article.

7. Profile

Finally, here is where you will complete your organization information, as well as any information specific to your account.

This information is required to issue tax receipts, so please complete all fields!

And there you have it, the complete tour to help you become familiar with navigating the dashboard and get one step closer to raising more funds using Trellis!

Our next priority is to ensure that you set up the key administrative items before starting any fundraising activities on our platform. Simply click the "Next" button below to complete this step.

NEXT

To complete the Admin Items, click Next above