Browse All Articles

No articles match your search.
About Ideali 5 articles
What is Ideali
1 min read 17 views
Ideali brings donations, memberships and events into one platform for nonprofits and membership organizations.
Why Ideali is different
3 min read 18 views Popular
No platform fee on donations and memberships, direct payouts to your bank, and donations, memberships and events in one place.
Who can use Ideali?
1 min read 6 views
Built for nonprofits, schools, charities, and individual fundraisers.
$0 Platform fees
3 min read
No platform fee on donations and memberships. Learn which Stripe processing fees apply, and how Events is priced.
Payouts and instant payouts, how you get paid
5 min read 1 views
Every Ideali payment goes straight to your own Stripe account. Learn how payouts to your bank work, payout timing by payment method, and Stripe Instant Payouts eligibility, fees and limits.
Getting started with Ideali 2 articles
Creating your Ideali account
2 min read 1 views Popular
Create your Ideali account and complete your profile.
Setting up your organization profile
1 min read 1 views
Complete your organization profile by adding your logo, contact details, and description so donors can trust your cause and your branding appears consistently across all campaigns.
Dashboard 2 articles
Navigating your Ideali dashboard
4 min read
Get a quick overview of your Ideali dashboard and learn where to find your campaigns, donations, activity feed, and key settings all in one place.
Viewing and managing notifications
2 min read
View, search, and filter notifications from the Ideali team and new member registrations, then mark them as read or delete them from your dashboard.
Campaign Management 6 articles
Creating a donation campaign
2 min read
Learn how to create and publish a donation campaign on Ideali using the step by step campaign builder, from setting your goal to publishing your page.
Customizing your thank you email
2 min read 1 views
Customize the thank you email your donors receive after contributing by editing the subject line and adding personalized variables.
Managing your campaign after publishing
3 min read 13 views Popular
Learn how to monitor campaign performance, read your campaign stats, and access management options like donor lists, recurring donations, and archiving from your Campaigns page.
Share your campaign
2 min read 1 views
Learn how to share your Ideali campaign using a direct link, QR code, website embed, or social media to reach donors and start receiving contributions.
Duplicating or cloning your campaign
2 min read 1 views
Save time by duplicating an existing Ideali campaign and using it as a starting point for a new one, then update the key details before publishing.
Managing your archived campaigns list
2 min read
Keep your campaigns list clean without losing your data. Learn how to archive ended campaigns.
Finances & Payments 7 articles
Setting up your payment account
3 min read
Set up your payment account by connecting Stripe through your Ideali Organizer Dashboard to start receiving donations.
Preset donation amounts, fixed & recurring
2 min read 1 views Popular
Set up suggested donation amounts for one time, monthly, and yearly giving on your Ideali campaign page to guide donors and encourage higher contributions.
Viewing and filtering payments
2 min read
View, filter, and export all donation transactions across your campaigns from the Payments section, or drill into a single campaign's payment list directly from the Campaigns page.
Payment methods accepted on Ideali
2 min read
Learn about the three payment methods available to donors on Ideali including debit and credit card, ACH bank transfer, and check or cheque, and how to enable them on your campaign.
Why payments fail and how to fix them
2 min read
Learn the most common reasons donation payments fail on Ideali and what donors and organizers can do to resolve them quickly.
Managing your donors list
2 min read
Track every donation and receipts in one place.
Managing recurring donations
2 min read
Keep tabs on every recurring donor with Ideali's Recurring Donations page.
Tap to pay 3 articles
What is tap to pay
2 min read 1 views
Accept contactless in-person donations with just your phone — no card reader or extra hardware needed.
Setting up Ideali tap to pay
2 min read 3 views Popular
A step-by-step walkthrough for enabling Tap to Pay and collecting your first contactless donation in the Ideali app.
Tap to pay troubleshooting
3 min read 2 views
Answers to common setup, security, and transaction questions if Tap to Pay isn't working as expected.
Integration & Embeds 3 articles
Embedding your donation campaign in WordPress
2 min read 1 views
The Ideali Donate plugin makes it easy to add your donation campaigns directly to your WordPress website.
Connecting quickBooks in Ideali
2 min read 3 views Popular
Keep your bookkeeping accurate without manual data entry. Learn how to connect your QuickBooks account through Ideali's Connectors
Connecting constant contact in Ideali
1 min read 2 views
Keep your donor contacts up to date without any manual work. Learn how to connect Constant Contact through Ideali's Connectors and sync your full donor list.
Account Management 3 articles
Sub profiles to manage multiple campaigns
2 min read
Run separate programs or departments without mixing up your data. Learn how to create sub profiles in Ideali, each with its own campaigns.
Setting up roles & users
3 min read
Control exactly what each team member can see and do in your Ideali account. Learn how to create custom roles with specific permissions.
Securing your Ideali account
2 min read
Protect your account from unauthorized access.
Memberships 8 articles
Creating and managing membership types
5 min read 1 views
Define the plans you offer your members. Learn how to create a membership type from scratch, set pricing and billing cycles, add discount coupons, configure sign-up questions, customize the welcome email, and manage approval and upgrade settings.
Managing members profiles
2 min read 2 views Popular
Learn how to search and filter your registered members, review membership status and expiry dates, and access detailed member profiles with contact info, address, and registration responses.
Reviewing pending membership
3 min read 2 views
Learn how to review pending membership applications, check applicant details and registration responses, and approve or reject sign-ups that require approval.
Membership payments and invoices
3 min read 1 views
Track membership invoices, view detailed receipts with line items and payment sources, add notes, and email invoices to members directly from the Payments page.
Membership Custom Lists
3 min read
Custom Lists let you group members into reusable, named lists that you can use again and again.
Documents
3 min read
Documents let you share downloadable files with your members, organized into categories.
Member Alerts
4 min read
Member Alerts let you send short notifications to your members, either instantly inside the portal or by email.
How to Share a Membership Type
2 min read
Once your membership type is ready, share its sign-up link [...]
Ideali for Donors 6 articles
Make a donation through Ideali
3 min read
Support a cause in just a few steps. Learn how to make a donation and make an impact.
Optional donor tips
1 min read
Donors can optionally add a small tip to support the Ideali platform when making a contribution. Learn how the tip works and how it is kept separate from your campaign funds.
Make a recurring donation
1 min read
Give consistent support to a cause you care about. Learn how to set up a monthly or yearly recurring donation.
Your donation receipt
2 min read
Every donation comes with a receipt confirming your contribution. Learn what information is included.
How to Register for a Membership
3 min read
Organizations use Ideali to offer memberships to their supporters. This [...]
Using the Member Portal
3 min read
When you join a membership, you also get an account [...]
Events & Tickets 6 articles
Getting Started with the Events Module
5 min read
Learn how Ideali Events works: create an event, add sessions, set up ticket tiers and early-bird pricing, and start selling tickets through Stripe.
Creating an Event with the Event Wizard
8 min read
Set up your event step by step, from name, banner and venue to sessions, dates, coupons, thank you email and advanced settings, then release it for sale.
Adding Sessions with the Session Wizard
6 min read
Set up a session step by step, from description, genre and banner to venue, dates, schedule, tickets and e-tickets, then release it for sale.
Creating and managing Event Venues
2 min read
Save the locations where your events and sessions take place, add map links, and reuse them across events.
Event payments and invoices
4 min read
Track ticket orders across your events, including buyer details, payment method, status and totals.
Payment processor fees
3 min read
Add a surcharge per payment method to event ticket purchases to cover payment processing costs.
AI & Tools 4 articles
Using the AI description and banner generator
4 min read 2 views Popular
Learn how to use Ideali's built in AI tools to generate a compelling campaign description and a custom banner image directly inside the campaign builder.
Building custom forms
4 min read 1 views
Create reusable form templates with a drag-and-drop builder, configure field validation and requirements, preview your forms, and attach them to any membership type.
Search custom form answers with Advance Search
3 min read
Search the answers people submitted on your custom forms. Choose which answers show as columns, filter by any field, and export the results to Excel, CSV or JSON.
Save and reuse searches with Templates
3 min read
Save your Advance Search columns and filters as a template so you can run the same report again in one click. You can also edit, rename or delete your saved templates.
Auctions 6 articles
Getting Started with the Auction Module
5 min read
Learn what the Auction module does, how auctions, items and bids fit together, and how to publish your first auction
Creating an Auction with the Auction Wizard
6 min read
Walk through all ten steps of the auction wizard, from [...]
Monitoring and Sharing Your Auction
3 min read
Track bids on every item as they come in, see the bids on a single item, and share your auction link, QR code or an item’s bidding link.
Managing Bidders
2 min read
See everyone who has registered to bid on your auction, and open any bidder to check their fulfillment choice, tip, shipping address and bid history.
Editing, Cancelling, Archiving and Deleting an Auction
3 min read
Change an auction’s settings, stop bidding early, move finished auctions out of your list, or remove an auction for good.
How Bidding Works for Supporters
3 min read
See your auction through your bidders’ eyes, from opening your link to placing a bid, and what happens when the auction closes.

BROWSE TOPICS