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About Ideali
- What Is Ideali 1 min read
- Why Ideali Is Different 1 min read
- Who Can Use Ideali? 1 min read
- $0 Platform fees 1 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 1 min read
- Setting Up Your Organization Profile 1 min read
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Dashboard
- Navigating your Ideali dashboard 2 min read
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Campaign Management
- Creating a Donation Campaign 2 min read
- Using the AI description and banner generator 2 min read
- Customizing your thank you email 1 min read
- Managing your campaign after publishing 2 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 1 min read
- Preset donation amounts, fixed & recurring 2 min read
- Viewing and filtering payments 2 min read
- Payment methods accepted on Ideali 1 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 Trouble Shooting 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
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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
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Ideali for Donors
- Make a Donation Through Ideali 2 min read
- Optional donor tips 1 min read
- Make a Recurring Donation 1 min read
- Your Donation Receipt 2 min read
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.
Login Notifications
Ideali also sends an email notification every time a successful login occurs on your account. This helps you stay aware of account activity at all times. If you ever receive a login notification you do not recognize, you should change your password immediately and review your account for any unauthorized changes.
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 login notification emails and act quickly if you notice unfamiliar activity.
- Only assign Admin level roles to team members who genuinely need full account access. Learn more about Roles and Permissions.


