Navigating your Ideali dashboard

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

Getting Started Guide

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

1. Add Payment Account — Connect your bank or payment processor 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.

A progress indicator shows how many steps you have completed so you always know where you left off.

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 and account updates so you can stay on top of incoming support without having to dig through reports.

Sidebar Navigation

The left sidebar gives you access to every part of your account. It is organized into the following sections:

• 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, Membership Profile, and Custom Forms.
• Settings — Access Payment Account, Profile Settings, and Connectors (QuickBooks & Constant Contacts) to configure your account and integrate third-party tools.
• Roles and Permissions — Control what team members can access and manage within your account.
• Notifications — Manage your notification preferences to stay informed about donations and account activity.