Get to Know Your Admin Panel

The Admin Panel works as your site menu inside and outside of your campaigns.

When you first sign in to your Raisely account, your Admin Panel will show that you’re inside the Campaigns page which shows your campaigns in a grid format to choose from. Here you will also have access to People and Messages from your Admin Panel.

Use the links throughout this article to jump to the sections you’d like to read more about.

Outside of a campaign, your Admin Panel will include three sections: Campaigns, People, and Messages.

Campaigns

From within your Campaigns page, you can search for, archive, and create new campaigns. This is also where you will choose which campaign to work on.

Campaigns are shown in a grid of cards where you can see your campaign image, name, number of profiles, and total amount raised. The card will also reflect whether the campaign is in Live or Test mode at the top left.

Click on the card to enter the campaign builder or click on the three dots on the top right of the card to access a dropdown with shortcuts: Edit, Design, Setup, Duplicate, Archive, Live Site.

People

In the People section of Raisely, you’re in the CRM system of your account. Here you have access to all of your people; anyone who’s interacted with your campaign by inputting their email whether creating profiles or simply donating.

This is where you will have access to user information pulled in from the Donation form and People section of your Sign Up forms.

From here you can manually create new users, export user data, and even import your own CSV files to the CRM.

Use the column button below the search bar to choose which columns of user information you'd like to see listed.

CRM Plan

Once 2000 user records are exceeded, you’ll need to upgrade to the CRM plan to  continue to use segments and tags. If you have less than 2000 people in the CRM you can use segments and tags at no cost.

Created segments and tags will show on the Admin Panel in the people section. Click on these to see the people that belong within them.

Click on a person’s name to enter the user information view. There you can manage the person, and view subscriptions, interactions, donations, and profiles attached to their email address.

Check out our CRM plan pricing on Raisely's Pricing page

Messages

This is your message center. By entering it from outside of a specific campaign you’ll see messages at the Organization Level. To choose messages specific to a campaign you have a Campaign Filter at the top.

You can also enter the Messages area from your admin panel while within a campaign to go directly to its messages.

Learn all about your message center and what you can do in the Communicate area of support.

From inside your campaign:

Use these links to jump to information on each: Pages Blog Design Messages Profiles Donations Reports Settings

Dashboard

In your Dashboard, you’ll see your campaign’s vital signs. On the left-hand side, some building motivation with four steps to complete and share your campaign is provided. Raisely updates are also communicated right below.

1) You’ll also see your Fund quick view card. This shows your total amount raised (here the total includes registration fees) as well as your average donation amount and the largest donation.

2) Next to it is your internal donation stream. There are three tabs at the top to change what you see. First is New, where your recent donations will appear as they come in. Next is Retrying, these are donations that have had a soft fail and are in the retry process. The third tab is Failed, these are donations that have failed past attempts and will no longer be run. Click into a donation to enter it directly for more information.

Check out Handling Failed Regular Donations to learn more about our retrying process.

3) Below you have your Total Donors and an Estimate of days until your goal is reached.

4) There is a plotted graph of your incoming donations and signups. Choose between the two views and the range of 30, 14, or 7 days.

Pages

Here you’ll see all of the pages that make up your campaign site. From here you can Create/Add New pages. Pages can also be duplicated to maintain the structure and formatting.

In this view, your pages are grouped into three categories. Core pages are those that come by default and are needed to round out your campaign template. Custom pages are those with custom information about your campaign or organization. These include contact us, privacy policy, terms and conditions, and a few others.

System pages are those that help run your campaign behind the scenes. Included in these is the Single Blog Post page where you design how your blog posts are seen.

Click into any page to enter its Page Builder and add your content. Blog posts are created separately through the next area of your Admin Panel, Blog.

Blog

Your campaign blog is a great place to start to engage your fundraisers with updates on your campaign. The Blog section is where you can create new posts to share on your site by clicking on the Add Blog Post button at the top right of the page. 

The Add a Post window allows you to create your blog post with the title, path, photo, and content. Click into the text box and hover over the editing options to see what they’re for. You can also widen the text window by clicking the bottom and dragging to your desired size. Click on Save Post to publish your post.

All published posts are also available here for you to hop in and edit if needed. How your post will appear is controlled by your Single Blog Post page in the Pages section of your campaign. 
If you'd like to Remove the Author from your blog posts, follow the steps in our guide HERE.

Design

The design section of the Admin Panel gives you access to the editing areas for Brand, Fonts, Buttons, Media Library, and Custom Styles sheet.

Buttons

In the Buttons section you can set the look of the button options available in your page builder: Primary, Secondary, Call to Action, and Inverse button. Inside each button type, you can set style, size, padding, corners, and border/ text color. You can also choose to set the text inside to uppercase or bold. Changes you make and save will render in the preview on the right. Remember to save changes in order to make them final.

Learn more about what you can do with the other design sections in detail here.

Profiles

The profiles area of your campaign is where you’ll see and manage all of the profiles attached to it. Here you can manually create new profiles, and enter each to edit or archive. Search for specific profiles through the search bar or use filters to filter the list by profile type or add your own. You can also view archived profiles by clicking on the Archive view.

Learn more about managing Profiles in our Manage Fundraisers section of support.

Donations

The Donations area, accessible through the Admin Panel, is where you can see and Manage your Donations. You can also add offline donations manually by clicking on the New Donation button at the top right of the page. Use the search bar to search for individual donations by donor name or email.

Reports

The reports section of your Admin Panel is where you can run and download Campaign Reports as well as access your Bank Payouts to download the contents of each bank transfer.

Visit our Reporting section to learn more about Standard Reports and Creating Custom Reports.

Settings

This area is your campaign's main control panel. Here you have access to set your sign-up and donation forms, site navigation, rewards, social media, payments, matched giving, and other access points such as activity tracking, fraud protection, and badges.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us