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About Ideali
- What is Ideali 1 min read
- Why Ideali is different 1 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 1 min read
- Instant payouts, get paid the moment your donors give 2 min read
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Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 2 min read
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Campaign Management
- Creating a donation campaign 2 min read
- Using the AI description and banner generator 2 min read
- Customizing your thank you email 1 min read
- Managing your campaign after publishing 2 min read
- Share your campaign 2 min read
- Duplicating or cloning your campaign 2 min read
- Managing your archived campaigns list 2 min read
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Finances & Payments
- Setting up your payment account 1 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 1 min read
- Why payments fail and how to fix them 2 min read
- Managing your donors list 2 min read
- Managing recurring donations 2 min read
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Tap to pay
- What is tap to pay 2 min read
- Setting up Ideali tap to pay 2 min read
- Tap to pay trouble shooting 3 min read
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Integration & Embeds
- Embedding your donation campaign in WordPress 2 min read
- Connecting quickBooks in Ideali 2 min read
- Connecting constant contact in Ideali 1 min read
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Account Management
- Sub profiles to manage multiple campaigns 2 min read
- Setting up roles & users 3 min read
- Securing your Ideali account 2 min read
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Memberships
- Creating and managing membership types 5 min read
- Managing members profiles 2 min read
- Reviewing pending membership 3 min read
- Membership payments and invoices 3 min read
- Building custom forms for membership 3 min read
- Membership Custom Lists 3 min read
- Documents 3 min read
- Member Alerts 4 min read
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Ideali for Donors
- Make a donation through Ideali 2 min read
- Optional donor tips 1 min read
- Make a recurring donation 1 min read
- Your donation receipt 2 min read
📹 Watch: Create a New Account in Ideali ⏱ 52s
Step 1: Sign Up
Visit the Ideali website and click Sign Up. The form is split into three short steps — Info, Account & Contact, and Address. Complete each screen and click Next to move forward. You can use Back at any point to review what you entered.
Step 1 — Info
- Organizer Name — the name of your organization as you want it displayed.
- Portal Address — a short, unique name for your portal. This becomes your login URL (for example, https://app.ideali.io/charity-house). A green check mark confirms the name is available.
- Time Zone — the time zone your events, campaigns, and reports will follow.

Step 2 — Account & Contact
- Email Address
- Password
- First Name
- Last Name
- Phone Number

Step 3 — Address
- Address Line 1
- Address Line 2 (optional)
- City
- Country
- State/Province
- Zip/Postal Code
When everything looks correct, click Submit to Sign Up to create your account.

Alternatively, click Login with Google on the Sign In page to sign up with your Google account. You will then be asked to complete a short form:
- Organizer Name
- Email Address (pulled from Google)
- First Name
- Last Name
📹 Watch: Sign-Up with your Gmail Account ⏱ 35s
Step 2: Verify Your Email
Check your inbox and confirm your email address. This step is not required if you signed up with Google.


