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About Ideali
- What is Ideali 1 min read
- Why Ideali is different 2 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 2 min read
- Instant payouts, get paid the moment your donors give 2 min read
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Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 4 min read
- Viewing and managing notifications 2 min read
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Campaign Management
- Creating a donation campaign 2 min read
- Using the AI description and banner generator 3 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
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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
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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
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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
- Embedding your campaign list on your website 2 min read
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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
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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
- Building custom forms for membership 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
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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
Once your campaign is published it appears in your Campaigns list where you can monitor its performance and take action without having to open the campaign builder again. To access your campaigns, go to Donation in the left sidebar and click Campaigns.
Want to show all of your campaigns on your own website? Click Embed Code at the top of the Campaigns page. Learn how to embed your campaign list.
Reading Your Campaign Card
Each campaign card gives you a quick snapshot of how your campaign is performing:

- Status — Shows whether your campaign has started, ended, or is scheduled.
- Days Left — A countdown to your campaign end date.
- Raised — The total amount donated to this campaign so far.
- Goal — Your fundraising target.
- Donations — The total number of individual donations received.
Click View to open the public facing campaign page, or click Update to go back into the campaign builder and make edits.
📹 Watch: Edit An Existing Donation Campaign ⏱ 42s
When a Campaign Ends
Your campaign ends automatically, without you having to do anything, when either of these happens:
- The donation goal is reached — Once the total raised meets your fundraising goal, the campaign closes.
- The end date arrives — If you set an end date when creating the campaign, it closes at the end of that date.
When a campaign ends, its status changes to Ended and it stops accepting new donations. All of its payments, donors, and reports stay available in your dashboard. Once you no longer need an ended campaign in your main list, you can archive it. To run a similar campaign again, use Make a Copy.
Campaign Menu Options
Click the three dot menu on any campaign card to access additional management options:
- Payment List — View all payments received for this campaign. Learn more about tracking payments.
- Share — Open the sharing options to distribute your campaign link. Learn more about sharing your campaign.
- Donor List — View a list of all donors who have contributed to this campaign. Learn more about your donors list.
- Archive — Archive the campaign when it is no longer active to keep your list tidy. Learn more about archived campaigns.
- Enable Auto sync — Sync campaign data with connected integrations such as Constant Contact and QuickBooks.
- Recurring Donations — View and manage donors who have set up recurring contributions.
- Make a Copy — Duplicate this campaign to use as a starting point for a new one. Learn more about duplicating a campaign.
- Delete — Permanently remove the campaign from your account.


