Navigating the New Partner Dashboard

The Partner Dashboard will now be organized into a stacked, expandable navigation menu on the left-hand side of the screen for intuitive usability as you build your Giving Day/Philanthropy Hub/Crowdfunding/Community Giving website (will be referred to as "the website" throughout the rest of the article). When navigating from page to page, this menu will remain available so that you can seamlessly weave in and out of different setup areas. The left-hand menu is also able to be hidden, giving you the full width of your screen to view reporting.

New to the Partner Dashboard is the Home page which serves as the landing page for your administrative experience. You'll see top-level stats along with quick links to highly visited setup pages, like the organizations and donations reports.

Partner Dashboard Setup Areas

The Partner Dashboard is split up into 6 setup areas. Each setup area has pages where all of the relevant settings will live and be accessible. Below, we'll highlight each of those pages and their settings in these setup areas. Settings that were previously hidden in the old partner dashboard but are now accessible in the New Partner Dashboard will be in bold.

Details

The Details setup area contains mostly what you could consider general settings for the website. Expand below for more information:

Pages and Settings

Basics

Set the site name
Set the event date and length, donation start and end dates
Set landing page date line and enable the countdown clock

Payments, Donations & Fees

Set the account owner (for registration fees and/or central routing)
Enable/disable automatic bank verification communications
Donation form settings including: payment methods, recurring donation option, enable gift basket, new donor question, in honor/memory of option, anonymity options, eCards, fiscal sponsorship, Tip the Host, VIP giving (coming soon), and custom donor survey questions
Configure donation thank you and receipt messaging
Set fee coverage options
See fee rates (no access to edit)

Set search placeholder text
Add search bar to site header on the landing page
Enable support areas to show in search results
Set default display campaigns when landing on the search page
Enable search page filters

Public Stats

Enable stats for the website
- Configure specific stats to show in specific places
Configure "Frozen Stats"

Socials and Integrations

Provide your socials to be linked on the landing page of the website
Set Google Analytics, Facebook Pixel, and EveryAction API integrations

Manage Admins

Add/remove partner admins

Content & Design

The Content & Design setup area contains pages that will allow you to configure most of the content and the look for the website. Expand below for more information:

Pages and Settings

Branding

Set the website colors
Upload backend logo for the website (not the logo that displays publicly on the website)
View uploaded logos that display publicly on the website

Landing Page Builder

Set and schedule the website phase changes
Configure landing page sections per landing page phase
Set the contact information that appears in the footer of the website

Custom Pages

Create and edit custom pages

Manage Organizations

The Manage Organizations setup area contains pages that allow you to manage organizations. You may not see "Organizations" because the dashboard dynamically recognizes the term that you have selected to call the registrants on the website. Expand below for more information:

Pages and Settings

View Organizations

See the organizations report (same report that you're used to)

Manage Organization Settings

Set group label (this is what will replace "organizations")
Enable fallback/other option
Enable revivification (specific to Philanthropy Hub)

View Support Areas

Enable support areas for the website
See the report of all support areas

Registration Setup

All of the same settings available as before
Create custom registration survey questions
Set registration postal code fence

Engagement Tools

The Engagement Tools setup area contains the pages that allow you to set up the fun and exciting features that GiveGab offers! Expand below for more information:

Pages and Settings

Prizes

All of the same settings available as before
Set prize label (replaces the word "Prizes" on the website)

Leaderboards

All of the same settings available as before
Set the leaderboards page to be revealed on the website when public stats are enabled
Set leaderboards to include offline donations

Matches & Challenges

All of the same settings available as before (can create and edit site-wide matches and challenges)
Enable organizations to create their own matches and challenges
Enable auto-matching for offline donations on site-wide matches and challenges
Set the matches page to be revealed on the website

Peer-to-Peer Fundraisers

All of the same settings available as before (can view P2Ps and FAFs, can invite FAFs)
Enable/disable P2P and FAF
Set the fundraisers page to be revealed on the website
Set the fundraiser label (replaces the word "fundraiser" on the website)

Business Fundraisers (if purchased as add-on)

All of the same settings available as before

More Tools

Configure confetti celebration on the website
Enable Give a Little More

Donations

The Donations setup area contains the donation report along with its related options/pages including the financials reports. Expand below for more information:

Pages and Settings

Donation Report

All of the same settings available as before (the normal donation report page)

Financials

All of the same settings available as before (the normal financials report page)

Analytics

The Details setup area contains mostly what you could consider general settings for the website. Expand below for more information:

Pages and Settings

All of the same charts and stats as before

General
Donor Insights
Participation
Year-over-Year
Site Traffic

If you have any questions, feel free to reach out to your designated Project Manager or the Customer Support team!