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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
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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
- 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
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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
- 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
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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
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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
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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 includes built in AI tools that help you create polished pages for your donation campaigns, memberships and events, even if you are starting from scratch. You can use AI to write your text and to generate a custom banner image, saving you time while producing professional results.
Where You Can Use AI
The AI tools are available inside each builder, at the steps where you write text or add a banner:
- Donation campaigns — The Add Description and Upload Banner steps of the campaign builder.
- Memberships — The Description and Upload Banner steps when creating a membership type.
- Events — The Description, Terms & Conditions, Banner and Thank You Email steps of the event wizard.
AI Writing Assistant
Instead of writing from scratch, let AI create a first draft for you:
- Open the text editor on any of the steps listed above.
- Start the AI assistant:
- In the campaign builder, use the AI prompt option in the description editor.
- In the membership and event builders, type /ai in the editor or click the /ai button in the toolbar.
- Type a brief summary of what you want and press Enter.
- Review the generated text, then edit, refine or rewrite any part of it before saving.
This is especially useful if you are unsure how to present your cause in writing, or want a strong starting point quickly.

📹 Watch: Use AI in description ⏱ 1m 35s

💡 Best Practices for AI Generated Text
- Be specific about your cause and who it helps.
- Include key details such as the goal amount, membership benefits, or the event date and venue.
- Include the tone you want such as urgent, hopeful, welcoming, or formal.
- Review and personalize the generated text before saving, especially terms and conditions.
Donation campaign prompt: “We are raising funds to provide school supplies and meals for 200 underprivileged children in rural communities. The goal is $4,000 and every donation makes a direct impact.”
Membership prompt: “Annual supporter membership for our community food bank. Members receive a quarterly newsletter, priority volunteer sign-up, and an invitation to our yearly appreciation dinner.”
Event prompt: “Annual Community Gala on November 22 in the Main Ballroom. An evening of dinner, live music, and stories from the families we support. All proceeds fund our youth programs.”
Choosing a Banner
The banner step gives you three ways to add a banner image:
- Drag & Drop — Upload your own image. Supported formats are JPG, PNG, and GIF, up to 5MB.
- Generate Using AI — Create a custom banner by describing the image you want.
- Stock Images — Choose from a library of high quality images, organized by category such as Community, Education, Healthcare, Environment, and Food Relief.
Whichever option you choose, the live preview on the right updates instantly so you can see how your banner looks on both mobile and desktop.
AI Banner Image Generator
- On the banner step, select Generate Using AI.
- Describe the image you want. The AI creates a custom banner based on your description.
- Accept the image, or try a different prompt until you get a result you are happy with.
This is a great option if you do not have a professional photo available and want something visually relevant to your cause.
For events, once your banner is added you can drag it to reposition it and use the slider to zoom. The banner is cropped to a 3:1 ratio. Click Crop & Apply to save it.

💡 Best Practices for AI Generated Banners
- Use clear and specific prompts.
- Mention the cause or occasion, such as education, healthcare, a membership program, or a gala.
- Include the mood or style you want such as hopeful, professional, warm, or elegant.
- Use descriptive keywords to guide the visual output.
Donation campaign prompt: “Professional charity banner for an education support campaign with a hopeful atmosphere featuring children in a classroom setting”
Membership prompt: “Warm, welcoming banner for a community membership program showing volunteers working together at a food bank”
Event prompt: “Elegant banner for an evening charity gala in a ballroom with soft lighting, round dinner tables, and a small stage”


