Donor portal
The donor portal is a self-service area where donors can view their donation history, manage recurring plans, download receipts, and control their personal data. This guide covers how the portal works and what donors…
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Managing donations
This guide covers how to view, filter, and manage donations in GiveFlow. You will learn how to navigate the donations list, understand statuses, process refunds, and more. Donations list The donations list shows every…
Read moreManaging donors
This guide covers how to view, edit, and manage donor records in GiveFlow. You will learn about donor types, encrypted data, GDPR redaction, and CSV exports. Donors list The donors list shows all donor…
Read moreRecurring donations
This guide explains how recurring donations work in GiveFlow. You will learn about the subscription lifecycle, available frequencies, what the admin shows you, and how donors manage their own plans. How recurring donations work…
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