-
About Ideali
- What is Ideali 1 min read
- Why Ideali is different 3 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 3 min read
- Payouts and instant payouts, how you get paid 5 min read
-
Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
-
Dashboard
- Navigating your Ideali dashboard 4 min read
- Viewing and managing notifications 2 min read
-
Campaign Management
- Creating a donation campaign 2 min read
- Customizing your thank you email 2 min read
- Managing your campaign after publishing 3 min read
- Share your campaign 2 min read
- Duplicating or cloning your campaign 2 min read
- Managing your archived campaigns list 2 min read
-
Finances & Payments
- Setting up your payment account 3 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 2 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
-
Tap to pay
- What is tap to pay 2 min read
- Setting up Ideali tap to pay 2 min read
- Tap to pay troubleshooting 3 min read
-
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
-
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
-
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
- Membership Custom Lists 3 min read
- Documents 3 min read
- Member Alerts 4 min read
- How to Share a Membership Type 2 min read
-
Ideali for Donors
- Make a donation through Ideali 3 min read
- Optional donor tips 1 min read
- Make a recurring donation 1 min read
- Your donation receipt 2 min read
- How to Register for a Membership 3 min read
- Using the Member Portal 3 min read
-
Events & Tickets
- Getting Started with the Events Module 5 min read
- Creating an Event with the Event Wizard 8 min read
- Adding Sessions with the Session Wizard 6 min read
- Creating and managing Event Venues 2 min read
- Event payments and invoices 4 min read
- Payment processor fees 3 min read
-
AI & Tools
- Using the AI description and banner generator 4 min read
- Building custom forms 4 min read
- Search custom form answers with Advance Search 3 min read
- Save and reuse searches with Templates 3 min read
-
Auctions
- Getting Started with the Auction Module 5 min read
- Creating an Auction with the Auction Wizard 6 min read
- Monitoring and Sharing Your Auction 3 min read
- Managing Bidders 2 min read
- Editing, Cancelling, Archiving and Deleting an Auction 3 min read
- How Bidding Works for Supporters 3 min read
1 min read
1 views
After your first login, complete your organization profile so your campaigns look professional and donors can trust your cause.
Go to Settings → Profile Settings and fill in the following:
- Organization name and description
- Organization logo (appears on campaign pages, receipts
Profile Settings
Once signed in, you can view and manage your profile from the Profile Settings page.
Photo or Logo
Upload a photo or logo to represent your organization.
Organizer Info
View and manage your organizer information:
- Organizer Name
- Time Zone
- Two Factor Authentication — An extra layer of security for your account. When enabled, you will be required to verify your identity with a second step in addition to your password each time you sign in.
Contact Detail
Your contact information:
- First Name
- Last Name
- Primary Email
- Cell Phone
Address Info
Your physical address details:
- Address Line 1
- Address Line 2
- City
- Country
- State/Province
- Zip/Postal Code
A complete profile builds donor confidence and ensures your branding appears consistently across all campaigns and communications.
Was this article helpful?
Your feedback helps us improve.
Related articles in Getting started with Ideali


