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  1. How to create multiple pages under the same email

    Fundraisers can set up multiple fundraising pages, all managed in their account, on specific campaigns. If a campaign is configured with Quick Registration, then it can also be configured to allow fundraisers to create multiple pages. To configure your site in this manner, please contact us mailto:helpdesk@rallybound.c
    Knowledge baseJul 07, 2018
  2. Admin Notification Emails

    Administrators can manage which emails they receive from which campaigns in their admin profile section. Below is a list of which email notifications are included in which categories.   Transactions Ticket Purchased Notification Recurring Donation Plan Notification Recurring Donation Instance Notification
    Knowledge baseJan 26, 2018
  3. How to opt in to receive emails once opted out

    A fundraiser/donor can opt out of receiving emails from the system by clicking on the Unsubscribe link in the footer of any system emails. The simple way to opt back in is to click on the same Unsubscribe link and subscribe back in. The fundraiser/donor can find any previous emails sent from the system and click
    Knowledge baseSep 20, 2017
  4. Organization Admin Interface

    - Create, Edit security roles Assign role to Administrator 4) Administrator Profile - Change profile picture Update admin notifications List of admin notification emails 5) Activity Stream
    Knowledge baseabout 7 hours ago
  5. How to change my admin login password

    The admin password can be updated from the admin login screen : To update your password, click Forgot Password under the login panel and enter the admin user email. This will send password reset instructions to your email. Click on the link in the email
    Knowledge baseOct 31, 2016
  6. What data is synced to NeonCRM and when?

    a donation or registration is submitted. Any refunds processed in Rallybound will not be automatically synced and will require a manual update in NeonCRM. Field … First Name First Name Last Name Last Name Email Email 1 Anonymous Name? Anonymous Anonymous Amount? Anonymous Donor Name Override Donor
    Knowledge baseSep 16, 2019
  7. Returning Users

    to the registration page with their information pre-populated. ReturningUserPage.jpg Registration When a recognized email is entered during quick registration, a popup appears … the popup and registers instead, they are prompted to enter their existing password (as opposed to creating a new one). If their email and password match
    Knowledge baseAug 13, 2019
  8. Your Nonprofit is Merging Checklist

    -19_12-19-25.png Once these details have been entered and saved, any "Organization" placeholders will now pull updated information.  image2018-12-19_12-22-15.png … OR you can contact support to have this updated on an organization level. You'll want to ensure any transactions are being processed through the right entity
    Knowledge baseDec 19, 2018
  9. How to edit the fundraiser task list

    contacts Send a fundraising email Send message to friend on a social network Donate to own goal Update account details … into the order they should appear. The tasks include: Upload profile image Update fundraising goal Custom URL for fundraising page RSVP (registration
    Knowledge baseMay 03, 2019
  10. Duplicate Management in Salesforce

    A user can set the criteria for how Salesforce detects duplicate records in 2 ways: Custom matching. A user can choose between: Email Email OR exact first and last name Email AND exact first and last name Using Salesforce's matching algorithm which a user sets in Salesforce: If a user has set up Salesforce
    Knowledge baseMar 19, 2018