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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
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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 keeps you informed through notifications in your Organizer Dashboard. You can view them quickly from the bell icon or see the full list on the Notifications page, where you can search, filter, read, and delete them.
Types of Notifications
- Messages from the Ideali team — Updates sent by Ideali about new features, platform changes, and important announcements.
- New member registrations — An alert each time someone registers for one of your memberships, so you can review and approve pending members without delay.
Quick View from the Bell Icon
Click the bell icon in the top bar of your dashboard to open the notifications panel. It shows your latest notifications at a glance. When you have no new notifications, the panel shows No notifications — You’re all caught up!
The Notifications Page
For the full list, click Notifications in the left sidebar. This page brings together everything the platform has sent you, in one place.
At the top of the page you will see three counters:
- Total — All notifications on your account.
- Unread — Notifications you have not opened yet.
- Read — Notifications you have already opened.
Searching and Filtering
- Use the Search notifications box to find a specific message by keyword.
- Use the filter buttons on the right to switch between All, Unread, and Read notifications.
Reading a Notification
Click any notification in the list to open it and read the full message. Once opened, it moves from Unread to Read and the counters update.
Deleting a Notification
- Go to Notifications in the left sidebar.
- Find the notification you want to remove, using search or the filters if needed.
- Click the Delete icon next to it.
The notification is removed from your list and the counters update.
Notifications vs. Member Alerts
Notifications are messages sent to you. If you want to send updates to your own members, use Member Alerts instead.
Tip: Keep an eye on your Unread count so you don’t miss new member registrations or important updates from Ideali.


