After logging in, the first thing you see is your dashboard. It is your main control center for managing campaigns, tracking donations and memberships, and accessing all areas of your account.

Top Bar

The bar across the top of every page gives you quick access to the tools you use most:

• Search — Find what you are looking for across your account.
• Create — Open the dropdown and choose Donation or Membership to start something new from anywhere in your dashboard.
• Help (question mark icon) — Get help and support.
• Settings (gear icon) — Jump straight to your account settings.
• Notifications (bell icon) — See your latest notifications at a glance. Learn more about notifications.
• Your account — The top right corner shows your name and the sub profile you are currently working in, such as Default. Click the camera icon marked Set up the logo to add your organization’s logo, which also appears in your donor thank you emails.

Getting Started Guide

If you are new to Ideali, the Getting Started Guide at the top of your dashboard walks you through three essential steps to get your account ready:

1. Add Payment Account — Connect your Stripe account to start receiving donations.
2. Create a Campaign — Set up your campaign with goals and media.
3. Publish Campaign — Make your donation campaign live and visible to donors.

The guide shows how many steps you have completed along with a progress bar, so you always know where you left off. Click the arrow on the right to expand or collapse the full list of steps.

Recent Campaigns

The Recent Campaigns section shows your latest campaigns as cards. Each card displays the campaign banner, days left, number of donations, status, and how much has been raised against your goal and how much is left to go.

From each card you can click View to open the public campaign page, Update to edit it, or the three dot menu for more options. Learn more about managing your campaigns.

Use View Campaigns to see your full campaigns list, or New Campaign to start a new one.

Total Donations

The Total Donations card shows the cumulative amount raised across all your campaigns. It updates in real time as donations come in.

Recent Activity

The Recent Activity section displays the latest donations, showing the donor’s name, the date, and the amount, so you can stay on top of incoming support without having to dig through reports.

Membership Analytics

If you run a membership program, the Membership Analytics section gives you a quick view of how it is performing:

• Active Members — The number of members with an active membership.
• Current Month Revenue — Membership revenue received so far this month.
• Last Month Revenue — Membership revenue received last month, so you can compare.
• Plan Distribution — A chart showing how your active members are spread across your membership types.

Sidebar Navigation

The left sidebar gives you access to every part of your account. Items with an arrow open a menu of related pages. To hide the sidebar and give yourself more room, click the panel icon next to the Ideali logo. The sidebar is organized into three sections:

Overview

• Dashboard — Return to this overview at any time.

Manage

• Donation — Manage your fundraising activity, including Campaigns, Payments, Donors, Recurring Donations, and Archived List.
• Membership — Manage your membership program, including Membership Types, Members, Pending Approvals, Payments, Custom Lists, Documents, and Member Alerts.
• Events — Sell tickets and manage registrations, including Events, Sessions, Venues, and Payments. Get started with Events.
• Custom Forms — Build custom forms to collect extra information during membership and event registration.

Administration

• Roles & Permissions — Control what team members can access and manage within your account.
• Notifications — View, search, and manage notifications from the Ideali team and new member registrations.
• Settings — Access Payment Account, Profile Settings, Processor Fees, and Connectors (QuickBooks & Constant Contact) to configure your account and integrate third-party tools.

At the bottom of the sidebar you will also find shortcuts to What’s new, Demo, and Feedback.