# Good evening. How can I help? ## Marketing ### [Introducing Marketing](https://feedback.charitystack.com/docs/marketing/introducing-marketing) ### [Segments](https://feedback.charitystack.com/docs/marketing/segments) ### [Brand Kit](https://feedback.charitystack.com/docs/marketing/brand-kit) ### [Broadcasts](https://feedback.charitystack.com/docs/marketing/broadcasts) ### [Setting Up Marketing](https://feedback.charitystack.com/docs/marketing/setting-up-marketing) ### [Donation Impact](https://feedback.charitystack.com/docs/marketing/donation-impact) ## Get Started ### [CharityStack Docs](https://feedback.charitystack.com/docs/get-started/charitystack-docs) Public product documentation for nonprofit admins using CharityStack. ### [Start Guide](https://feedback.charitystack.com/docs/get-started/start-guide) This guide helps a nonprofit admin go from a new CharityStack account to accepting payments and managing supporter activity. ### [Concepts](https://feedback.charitystack.com/docs/get-started/concepts) These are the main CharityStack concepts nonprofit admins should understand before using the dashboard. ### [Installing the CharityStack Script](https://feedback.charitystack.com/docs/get-started/installing-the-charitystack-script) Installing the CharityStack Script in order to embed forms and use elements. ## Dashboard ### [Dashboard](https://feedback.charitystack.com/docs/dashboard/dashboard) The dashboard is the main workspace where nonprofit admins review performance, navigate product areas, and act on payment and supporter data. ### [Tables, Filters, and Exports](https://feedback.charitystack.com/docs/dashboard/tables-filters-and-exports) Tables help admins find records, narrow results, and export data for reporting. ## Forms ### [Forms](https://feedback.charitystack.com/docs/forms/forms) Forms are the fundraising and event payment experiences your supporters use to give or purchase tickets. ### [Hosted Pages](https://feedback.charitystack.com/docs/forms/hosted-pages) Hosted pages let you share a CharityStack Fundraiser Form or Event Form without editing your website. ### [Create a Form](https://feedback.charitystack.com/docs/forms/create-a-form) Forms are the core giving and registration experiences in CharityStack. A form can be a Fundraiser Form for general giving, Giving Levels, or Sponsorships, or an Event Form for selling individual or group tickets. ### [Events and Ticketing](https://feedback.charitystack.com/docs/forms/events-and-ticketing) Event Forms let supporters register for events, purchase tickets, and provide attendee information. ### [Funds](https://feedback.charitystack.com/docs/forms/funds) Funds let your organization categorize what a payment supports, including campaigns, programs, designations, or event revenue. ### [Custom Input Fields](https://feedback.charitystack.com/docs/forms/custom-input-fields) Custom input fields collect extra information from supporters during a form or payment flow. ### [FAQs](https://feedback.charitystack.com/docs/forms/faqs) FAQs let you answer common supporter questions directly on contact-facing forms and pages. ## Elements ### [Elements](https://feedback.charitystack.com/docs/elements/elements) Elements are CharityStack-powered widgets and share assets connected to your forms. ### [Installing Elements on Your Site](https://feedback.charitystack.com/docs/elements/installing-elements-on-your-site) Install CharityStack elements by adding the main embed script and then placing element code where each widget should appear. ### [Fundraising Flag](https://feedback.charitystack.com/docs/elements/fundraising-flag) A fundraising flag is a sticky website tab that prompts visitors to donate and opens your form when clicked. ### [Overlay Element](https://feedback.charitystack.com/docs/elements/overlay-element) An overlay element opens a Fundraiser Form or Event Form experience over your website. ### [Fundraising Bar](https://feedback.charitystack.com/docs/elements/fundraising-bar) A fundraising bar shows campaign progress on your website. ### [Supporter List](https://feedback.charitystack.com/docs/elements/supporter-list) A supporter list shows contact activity or social proof on your website. ### [QR Codes](https://feedback.charitystack.com/docs/elements/qr-codes) QR codes let supporters scan a code and open a Fundraiser Form, Event Form, or custom URL. ### [Add to Cart](https://feedback.charitystack.com/docs/elements/add-to-cart) Add-to-cart elements let supporters build a cart-like giving or purchase experience before checkout. ### [URLs and Prefilled Links](https://feedback.charitystack.com/docs/elements/urls-and-prefilled-links) URLs and prefilled links let you share payment links that open a form directly, sometimes with selected details already filled in. ## Payments ### [Payments](https://feedback.charitystack.com/docs/payments/payments) Payments show Fundraiser Form payments, Event Form purchases, and related transaction activity. ### [Process a Payment](https://feedback.charitystack.com/docs/payments/process-a-payment) Admins can create a payment from the dashboard when a payment needs to be processed or logged manually. ### [Payment Methods](https://feedback.charitystack.com/docs/payments/payment-methods) CharityStack can support multiple payment methods depending on your organization's setup. ### [Payment Statuses](https://feedback.charitystack.com/docs/payments/payment-statuses) Payment statuses help admins understand whether a transaction succeeded, failed, refunded, disputed, or needs review. ### [Offline Payments](https://feedback.charitystack.com/docs/payments/offline-payments) Offline payments are payments recorded in CharityStack even though the money was collected outside the normal online checkout flow. ### [Refunds](https://feedback.charitystack.com/docs/payments/refunds) Refunds return money to a supporter through the original payment path when supported. ### [Disputes](https://feedback.charitystack.com/docs/payments/disputes) Disputes occur when a cardholder challenges a payment through their bank or card issuer. ### [Receipts](https://feedback.charitystack.com/docs/payments/receipts) Receipts confirm payment activity for supporters and help organizations answer contact questions. ## Contacts ### [Contacts](https://feedback.charitystack.com/docs/contacts/contacts) Contacts are supporter records that help admins understand giving history and relationship context. ### [Contact Record](https://feedback.charitystack.com/docs/contacts/contact-record) Contact records show supporter details and giving history in one place. ### [Exports](https://feedback.charitystack.com/docs/contacts/exports) Exports let admins download table data for reporting, reconciliation, and offline analysis. ### [Contact Tags](https://feedback.charitystack.com/docs/contacts/contact-tags) ## Subscriptions ### [Subscriptions](https://feedback.charitystack.com/docs/subscriptions/subscriptions) Subscriptions are ongoing scheduled support records. ### [Subscription Options](https://feedback.charitystack.com/docs/subscriptions/subscription-options) Subscriptions let supporters give on an ongoing schedule. ### [Update, Reactivate, or Cancel](https://feedback.charitystack.com/docs/subscriptions/update-reactivate-or-cancel) Admins can manage Subscriptions when a contact requests a change or when a subscription needs to be restored. ### [Update Payment Method](https://feedback.charitystack.com/docs/subscriptions/update-payment-method) Contacts may need to update the payment method used for a Subscription. ### [Failed Payments](https://feedback.charitystack.com/docs/subscriptions/failed-payments) Failed Subscription payments need review so your team can recover the Subscription or help the contact update payment details. ## Payouts ### [Payouts](https://feedback.charitystack.com/docs/payouts/payouts) Payouts show transfers from processed funds to your organization's bank account. ### [How Payouts Work](https://feedback.charitystack.com/docs/payouts/how-payouts-work) Payouts move eligible processed funds to your organization's bank account. ### [Payout Statuses](https://feedback.charitystack.com/docs/payouts/payout-statuses) Payout statuses explain where a bank transfer is in its lifecycle. ### [Reconciliation](https://feedback.charitystack.com/docs/payouts/reconciliation) Reconciliation is the process of matching CharityStack payments, fees, refunds, disputes, and payouts to your accounting records. ## Portal ### [Portal](https://feedback.charitystack.com/docs/portal/portal) The portal is a self-service page your contacts can use for payment history and Subscription management. ### [Contact Login](https://feedback.charitystack.com/docs/portal/contact-login) Contacts can log in to the portal to access self-service features. ### [Payment History](https://feedback.charitystack.com/docs/portal/payment-history) Payment history helps contacts review past giving and event payment activity. ### [Manage Subscriptions](https://feedback.charitystack.com/docs/portal/manage-subscriptions) The portal can help contacts manage Subscriptions. ## Account and Settings ### [Account and Settings](https://feedback.charitystack.com/docs/account-and-settings/account-and-settings) Settings let admins manage organization information, users, compliance, payout configuration, website setup, portal links, and integrations. ### [Organization](https://feedback.charitystack.com/docs/account-and-settings/organization) Organization settings control the basic profile and branding details for your CharityStack account. ### [Billing](https://feedback.charitystack.com/docs/account-and-settings/billing) Billing settings show the organization's CharityStack plan and billing configuration. ### [Embed Script](https://feedback.charitystack.com/docs/account-and-settings/embed-script) The embed script lets CharityStack elements load on your organization's website. ### [Users and Permissions](https://feedback.charitystack.com/docs/account-and-settings/users-and-permissions) Admins can invite teammates and control what each person can view or manage. ### [Tax Receipts and Emails](https://feedback.charitystack.com/docs/account-and-settings/tax-receipts-and-emails) Email settings control transactional email and end-of-year receipt behavior. ### [Payout Frequency](https://feedback.charitystack.com/docs/account-and-settings/payout-frequency) Payout frequency controls how often eligible funds are transferred to your organization's bank account when the setting is available. ### [Compliance](https://feedback.charitystack.com/docs/account-and-settings/compliance) Compliance settings help your organization complete required payment and security steps. ### [Portal Link](https://feedback.charitystack.com/docs/account-and-settings/portal-link) The portal link is the contact-facing URL supporters can use to access self-service features. ## Integrations ### [Integrations](https://feedback.charitystack.com/docs/integrations/integrations) Integrations connect CharityStack to other tools your organization uses. ### [Zapier](https://feedback.charitystack.com/docs/integrations/zapier) Zapier can connect CharityStack activity to other apps through automation workflows. CharityStack uses Zapier webhook URLs for this connection. ### [Double the Donation](https://feedback.charitystack.com/docs/integrations/double-the-donation) Double the Donation helps organizations support employer matching workflows when enabled.