Advance: Table of Contents

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Table of Contents:

The below articles will be available once you've signed in. If you're already signed in, please go to the main Advance Page here to see all of the articles.

Advance Product Updates

• Release Notes - Advance

Advance Platform Overview

• Welcome to Advance
• Advance Required and Optional Branded Content Guide
• Advance Interactive Dimensions Guide
• Logging into the Advance Dashboard
• Navigating the Advance Dashboard
• Advance Dashboard Permission Levels
• Platform Landing pages vs Campaign pages
• Advance Crowdfunding vs. Giving Day Campaigns
• Add Double the Donation 360MatchPro Integration
• Add Advance Data Security Compliance

Setting up an Advance Platform Domain

• Setting up Advance Platform Domain (CNAME)

Payment Processors

• Payment Processor and Advance Features Overview
• Connecting to Authorize.net Payment Processor (Spreedly)
• Connecting to Diamond Mind Payment Processor (Spreedly)
• Connecting to Paypal Payment Processor (Spreedly)
• Connecting to Payeezy Payment Processor (Spreedly)

Advance Campaigns

• Creating an Advance Campaign and Campaign page
• Personalizing an Advance Campaign page (Campaign Details)
• Adding images and videos to an Advance Campaign page
• Customizing an Advance Campaign page (Custom Settings)
• Adding Campaigns to the Tile Sections (Tile Mapping)
• Campaign & Hierarchies
• Creating and Adding Causes to Campaigns
• Abandoned Cart Feature
• Suggested Campaigns

Advance Giving Form

• Advance Giving Form Overview
• Adding Custom Fields to the Giving Form
• Adding Incentive Levels to the Giving Form

Content Management System

• How to Access Content Management System
• Adding a Template to the Content Management System
• Adding Images to the Content Management System
• Adding videos to the Content Management System

Ambassadors

• Ambassador Self Sign up for New vs Existing Ambassadors
• Ambassador Self Sign up Email confirmation
• Ambassador Leaderboard

Gamification

• Donor Wall
• Thermometers
• Traditional and Animated Leaderboards
• Admin Created Matching Gifts
• User Created Matching Gifts

Email System

• System Emails
• Advance Email Analytics and Conversion Report
• Creating an Advance Email template
• Scheduling an Advance Email
• Adding an Unsubscribe Option to Advance Emails
• Unsubscribe Email Report

Reporting

• Reporting Tools On Your Advance Site
• Data and Donations (Custom Report Builder)
• Advance Email Analytics and Conversion Report

Adding and Editing Donations

• How To Upload Offline Donations: Training Video
• Editing/Returning Donations & Sending Receipts (Training Video)

Giving Day Resources

• Giving Day Project Plan
• Advance Launch Checklist
• Giving Day Pillars of Success
• Sample Giving Day Unit Application Form

Fundraising and Strategy

• Add Crowdfunding Best Practices
• Advance Ambassador Best Practices
• Social Toolkit/Aggregator Examples

FAQ

• Frequently Asked Questions