GivePanel

Use this guide to track where your fundraisers are coming from when using embedded GivePanel forms.

Using Marketing Source Codes with Embedded Forms (DIY & Virtual Challenges)

Harry Gardner

Charlotte Ulett

Explore the tools that power all GivePanel products, including data imports, email journeys and matching.

Platform Tools and Features

In this article we'll show you the steps in uploading your Facebook transaction report

How To Upload A Single Day of Data Directly From Facebook

How to find your facebook multi day transaction report and upload this into GivePanel.

How To Find The Right Facebook Report And Upload It Into GivePanel

As part of the PayPal Giving Fund Migration, some charities are being assigned a new PayPal Charity ID in the Facebook Transaction Data.

PayPal Giving Fund Charity ID Error Message Preventing Upload Of Facebook Transaction Data

How To Import JustGiving Data Into GivePanel

If you can't upload your facebook multi day transaction report, this could be due to a few reasons which we have shared in this help article

Why Can't I Upload My Facebook Multi - Day Transaction Report?

It is fine to upload the same transactions more than once as GivePanel can handle and prevent duplicates

Can I Upload Duplicate Data That Has Overlapping Dates?

Learn how to use the Advanced Data Management tools to bulk upload values to fundraiser records in GivePanel.

Bulk Upload Labels and Codes to Fundraiser Records in GivePanel Using Advanced Data Management Tools

Fix Excel corrupted Campaign IDs by extracting them from the Page Link URL before bulk uploading values to fundraisers

Bulk Upload: Fixing Campaign IDs Changed by Excel

Importing Data

Campaigns Dashboard (previously called event dashboard)

Where to find Gift Aid totals and do they feed into any other totals in GivePanel

[UK Only] Do The Totals On The Dashboard Include Gift Aid?

Main Dashboard and Campaign Dashboard (previously called event dashboard)

Dashboard

Message Templates, Email Journeys and SMS

Messaging

Enable Email Journeys in GivePanel to send automated emails across DIY, Virtual Campaigns and GivePanel Events.

How To Enable Email Journey Functionality In GivePanel?

Send automated emails to your supporters across GivePanel campaigns, including GivePanel Events, DIY and Virtual Events.

How To Use The Email Journeys Tool

Can I Send Emails To Our JustGiving Supporters?

Where to find email stats and export them as a report.

How To View And Export Email Stats

How To Use The Lead Email Tool

How To Manually Exclude Registrants from Email Journeys

Manually Exclude Registrants / Leads from Email Journeys

Easily manage event-specific unsubscribes in GivePanel without affecting supporters' overall opt-in status.

How Unsubscribes Work in GivePanel

Learn how to use triggers and conditions in GivePanel's email tool.

Using Triggers and Conditions in GivePanel Email Journeys

Learn how to use the [FundraisersPageURL /] merge tag to insert fundraiser links in your emails.

Using the [FundraisersPageURL /] Merge Tag Effectively in Email Journeys

Discover how "Sent" and "Sending" statuses indicate delivery progress of emails in GivePanel.

Understanding "Sent" and "Sending" Statuses in GivePanel Email Journeys

Email participants who haven't created a fundraiser yet, using the 'Not matched to a fundraiser' trigger in GivePanel.

Sending an Email to Participants Who Have Not Created a Fundraiser Yet

Guide to adding targeted emails for unclaimed JustGiving fundraisers, helping supporters complete their setup.

How to Use JustGiving Claim Status Triggers in Your Email Journey

Track email performance with ''email performance labels'' in GivePanel, comparing engagement to past emails sent from your account.

Understanding ''Email Performance Labels'' in GivePanel

Troubleshooting Email Deliverability in GivePanel

Automatically email fundraisers when their fundraising page is created.

Fundraiser Auto Responder Email

This article explains what happens if a supporter has already hit the milestone(s) before the emails were switched on.

Understanding How “Amount Raised” Email Triggers Work When Enabled Mid-Campaign

Understand when GivePanel emails are sent, including hourly batches, time zones, and how amount-raised triggers work.

When Are Emails Sent from GivePanel?

Use merge tags like Fundraiser Page URL or Claim Link behind a button in branded emails.

Can I use the Fundraiser Page URL or Claim Link merge tag behind a button in a branded email?

Learn how to customise the branding of your stewardship (Email Journey) emails, including logos, colours and buttons.

Customising Your Stewardship Email Branding

Re-engaging participants from a completed campaign in a new campaign

How to re-engage supporters from a completed campaign

Email Journeys

Connect Conversr to GivePanel to sync fundraiser data and automate SMS journeys for your campaigns.

Using the Conversr Integration to Power SMS Journeys from GivePanel

Fundraisers, Donations, Registrations, Leads and Labels and Codes 

Audience

Can We Get The End Dates of Facebook Fundraisers in GivePanel?

If you can't view the Facebook Fundraiser, it has likely been deleted.

Why Do Some Facebook Fundraiser Pages Say "Unknown or Content Not Found" When Viewed In Facebook?

Can We Stop Our Supporters Facebook Fundraiser From Ending Early?

Why is a Facebook Fundraiser not showing in GivePanel?

I Can See A Fundraiser On Facebook But Not in GivePanel - Why Not?

Unable to see a donate button post when visiting it in Facebook

Why Can't I See Donate Button Posts When Visiting Them In Facebook?

GivePanel shows you people who have added your Donate Button to their Facebook post. Here we explain how they can be managed.

What Should You Do With Donate Button Posts

Do People's Facebook Privacy Settings Mean I Can't See Their Fundraiser In Facebook?

Filtering by API Fundraisers means you will be choosing to view or exclude from your view fundraisers that were created using an API.

What Is The Difference Between 'Only API Fundraisers' & 'No API Fundraisers'?

Why Are Some Facebook Fundraiser Names Called "Supporter" In GivePanel?

Do All Donations Still Show On A Fundraiser Record If I Filter My Dates By A Small Date Range That Don't Include The Dates Of All Donations.

Instagram Fundraisers Are Appearing In GivePanel - What Can We Do With Them?

Does GivePanel Show Zero (No Donation) Facebook Fundraisers?

Understand unclaimed JustGiving fundraisers, how to manage them, and help supporters claim their pages using GivePanel tools.

Understanding Unclaimed JustGiving Fundraisers

Will Our JustGiving Supporters Receive Emails From JustGiving?

Linked Instagram Fundraiser

Save custom filters for quick access in the Fundraisers list, so you can easily apply commonly used filters without resetting them each time

How to Create and Use Saved Filters in GivePanel

This article explains if a Facebook fundraiser created and then deleted will appear in GivePanel after the next Facebook data import.

Will Deleted Facebook Fundraisers Appear in GivePanel?

Update the default text shown in organic Facebook fundraisers by editing your PayPal Giving Fund charity profile.

How to Update the Default Copy for Your Organic Facebook Fundraisers

Understand how to choose which fundraising page GivePanel uses when a supporter has more than one.

Choosing Which Fundraising Page is Used for Totals and Emails

Fundraisers

How Do I Search For A Specific Individual's Donation?

We believe that Facebook is no longer inviting donors to opt in to marketing.

Where Can I Find Out Which Donors Have Opted Into Marketing?

Real-Time Donations For Custom Facebook Fundraisers

Please note, as of 1st November 2023, Facebook no longer supports recurring donations.

Recurring/ Regular Facebook Donation

Donations

How to: Delete a Registration

How Do I Export Registrations from GivePanel?

Can I segment registrations by those who haven't created a fundraiser?

Segmenting Registrations By Those That Have And Haven't Created A Fundraiser

How fundraiser matching works in GivePanel

What is the registration list and where can I find it?

What Is the Registration List and Where Can I Find It?

Learn how to unmatch a registration from an inactive JustGiving fundraiser and rematch it to the supporter’s active fundraising page.

Rematching a Registration to a Supporter’s Active JustGiving Fundraising Page

Registrations

Learn how GivePanel matches Facebook Lead Form leads to fundraisers using name, email, or phone number criteria.

Matching Facebook Lead Form Leads to Fundraisers

Learn what each lead status in GivePanel means - Raw, Matched, Has Donation.

Understanding Lead Statuses in GivePanel

Leads

In this article we'll show you how you can delete and hide your labels.

How Can I Delete/Hide Labels?

How Do Recently Used Labels Work?

What Are Labels And How Do I Use Them?

Internal codes can be used for a variety of purposes, but are most commonly used for coding and reporting on campaigns, departments, or appeals.

What Are Internal Codes And How Do They Work?

Apply coding to supporter data in GivePanel for reporting, segmentation, and CRM mapping across fundraisers and registrations.

Coding Supporter Data in GivePanel

Labels and Codes

Learn how to save, edit, and export filtered contact segments for better segmentation and audience management.

Managing Segments in GivePanel.

Discover how unified contact profiles help you filter, analyse, and manage supporter activities in one place.

Understanding Contacts and How to Use Them.

Contacts and Segments

How to find the URL for your Event Registration/ Event Registration with 1-Click form

Where Do I Find The URL (link) To My Event Registration Form?

Segment your fundraisers by those taking part in a specific event.

How Can I See Who Is Fundraising For My Event?

How Does GivePanel Update The Event Field On Fundraiser Records?

How To Set The End Date Of Your Custom Facebook Fundraisers (1-Click)

Our most frequently asked questions when it comes to Custom Fundraisers (formerly 1-Click)

FAQ for Custom Fundraiser (1-Click)

What to do if you or a supporter can't create a Custom Fundraiser (formerly 1-Click)

Troubleshooting Custom Fundraisers

I've Integrated GivePanel and JustGiving - What Next?

Here we explain what a campaign in GivePanel is

What Is A Campaign?

Find and share your custom fundraiser link to help supporters create fundraisers for your campaign directly from GivePanel.

Where Can I Find My Custom Fundraiser Link for an Existing Event?

To create an event on the new interface you now need to head to the ''Campaigns'' tab and create a campaign.

How Do I Create An Event?

Learn how to duplicate campaigns and email journeys in GivePanel to save time and streamline your setup process.

How to Duplicate a Campaign and Email Journey

Learn how to enable GoFundMe fundraiser creation in your GivePanel campaigns and give supporters more fundraising options.

Using the GoFundMe Integration in Your GivePanel Campaigns

The default "Birthday" campaign in GivePanel auto-tags organic birthday fundraisers, making it easy to track, filter, and manage them.

What is the Default Birthday Campaign?

Archive or restore campaigns in GivePanel to keep your account organised.

How to Archive or Restore a Campaign in GivePanel

Create Campaigns (formerly events), forms and custom fundraiser links

Campaigns

Adding in a drop-down on your form to capture t-shirt size

How To Capture T-shirt Sizes Using A GivePanel Data Capture Form

How to close an event registration/event registration with 1-click form.

Disabling Campaign Event Registration Forms

How To Create A Event Registration Form For Your Campaign

Can Someone Who Is Not The Fundraiser Fill in GivePanel's ''Request Fundraiser Details with On-page Message'' Type Form?

Where Can I Use GivePanel's Event Registration Form?

How To Test Your GivePanel Fundraiser Type Form And See What It Looks Like Live

How Do I See The Data From The Responses To My Forms?

Enable Address Verification On Your Event Registration Forms.

Enabling Address Autocomplete on Your Form

Why Isn't The Link Preview Image/Title Showing When I Try To Post My Message?

Learn how to add your Facebook Pixel ID to GivePanel forms and track conversions with Meta’s Complete Registration event.

How to Add Your Facebook Pixel ID to GivePanel Forms

Learn how email validation works on GivePanel forms, ensuring correct format and preventing duplicate registrations.

Email Validation on GivePanel Forms

Customize the order and visibility of fundraising options on registration forms to guide supporters to your preferred platform.

Managing and Customising Fundraising Options on Event Registration With 1-Click Forms

Guide to setting up embedded forms in GivePanel, adding allowed domains, and sharing the code with your website team.

How to Use Embedded Forms in GivePanel (DIY & Virtual Challenges)

Where to find the Preview Email option inside the form builder, how the preview works, and common troubleshooting tips.

Preview the Automated Registration Email in the Form Builder

Fix 1-click forms not submitting when UK address restriction is enabled but the Country field is hidden.

1-Click Registration Form Not Submitting When UK Address Restriction Is Enabled

Forms

Match fundraising data to your Meta leads forms, view key metrics & determine which ad sets & creative produced the best results.

Lead Ad Performance Report.

Here we explain what steps are needed to enable the lead ad performance report.

How To Enable Lead Ad Performance Report

Lead Ad Performance

Sign In

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

Try using different keywords or checking for typos.

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, requesters and topics for your company.

Insights

Top requesters

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.