Getting started with Ideali

Set up your account and verify your bank in minutes

Getting started with Ideali

Set up your account and verify your bank in minutes

Getting started with Ideali Creating Your Ideali Account

Creating Your Ideali Account

Create your Ideali account and complete your profile.

📹 Watch: Create a New Account in Ideali ⏱ 52s

Step 1: Sign Up

Visit the Ideali website and click Sign Up. Enter:

  • Organizer Name
  • Time Zone
  • Email Address
  • Password
  • First Name
  • Last Name
  • Phone Number
  • Address Line 1
  • Address Line 2
  • City
  • Country
  • State/Province
  • Zip/Postal Code
Ideali sign up form showing fields for Organizer Info, User Info, Contact Detail, and Address Info
The Ideali sign up form

 

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.

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Getting started with Ideali Setting Up Your Organization Profile

Setting Up Your Organization Profile

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.

After your first login, complete your organization profile so your campaigns look professional and donors can trust your cause.

Go to Settings → Profile 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.

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