-
About Ideali
- What is Ideali 1 min read
- Why Ideali is different 3 min read
- Who can use Ideali? 1 min read
- $0 Platform fees 3 min read
- Payouts and instant payouts, how you get paid 5 min read
-
Getting started with Ideali
- Creating your Ideali account 2 min read
- Setting up your organization profile 1 min read
-
Dashboard
- Navigating your Ideali dashboard 4 min read
- Viewing and managing notifications 2 min read
-
Campaign Management
- Creating a donation campaign 2 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
-
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
-
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
-
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
-
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
-
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
- Membership Custom Lists 3 min read
- Documents 3 min read
- Member Alerts 4 min read
- How to Share a Membership Type 2 min read
-
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
-
Events & Tickets
- Getting Started with the Events Module 5 min read
- Creating an Event with the Event Wizard 8 min read
- Adding Sessions with the Session Wizard 6 min read
- Creating and managing Event Venues 2 min read
- Event payments and invoices 4 min read
- Payment processor fees 3 min read
-
AI & Tools
- Using the AI description and banner generator 4 min read
- Building custom forms 4 min read
- Search custom form answers with Advance Search 3 min read
- Save and reuse searches with Templates 3 min read
-
Auctions
- Getting Started with the Auction Module 5 min read
- Creating an Auction with the Auction Wizard 6 min read
- Monitoring and Sharing Your Auction 3 min read
- Managing Bidders 2 min read
- Editing, Cancelling, Archiving and Deleting an Auction 3 min read
- How Bidding Works for Supporters 3 min read
Ideali helps you keep your account secure with two built in protections: two factor authentication and new sign-in alerts. Together they make it harder for unauthorized users to access your account, even if your password is ever compromised.
Two Factor Authentication
Two factor authentication, or 2FA, adds an extra layer of security beyond your password. When enabled, you will be required to enter a verification code sent to your email each time you sign in, in addition to your password.
To enable two factor authentication:
- Go to Settings in the left sidebar and click Profile Settings.
- Find the Two Factor Authentication toggle under Organizer Info.
- Switch the toggle to Enabled.
Once enabled, every time you log in you will receive an email containing a verification code. Enter this code on the sign in screen to complete your login. This ensures that even if someone obtains your password, they cannot access your account without also having access to your email.
New Sign-In Alerts
Ideali sends you an email alert whenever your account is signed in to from a new device or location (a new IP address). Sign-ins from devices and locations you have used before do not trigger an alert, so each alert is worth a look.
If you receive a sign-in alert you do not recognize, change your password immediately and review your account for any unauthorized changes. If you recognize the sign-in, for example because you logged in from a new laptop or while travelling, no action is needed.
Best Practices for Account Security
- Enable two factor authentication on your account, especially if you manage payment accounts or sensitive donor information.
- Use a strong, unique password that you do not reuse on other websites.
- Pay attention to new sign-in alerts and act quickly if you notice a sign-in you do not recognize.
- Only assign Admin level roles to team members who genuinely need full account access. Learn more about Roles and Permissions.


