How-To

Learn how to accomplish many tasks with PTOffice

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84 articles in this collection
Written by Kyle R Wasson and Brent LaFoley

What is team fundraising?

Learn more about how you can use team fundraising to get others involved in your fundraising efforts.
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Written by Brent LaFoley
Updated over a week ago

How To: View and edit your personal Fundraising Page

Learn how to customize your personal page to reflect your personality and style.
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Written by Brent LaFoley
Updated over a week ago

Charity sweepstakes: What you need to know

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Written by Brent LaFoley
Updated over a week ago

How-To: Import New Families

There are two ways of adding new families to your PTOffice contacts
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Written by Kyle R Wasson
Updated over a week ago

How-To: Organize Groups

Organize your contact into Groups and Sub-Groups to make messaging, managing and organizing easier.
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Written by Kyle R Wasson
Updated over a week ago

How-To: Copy & Archive Sign Ups, Stores

Steps for copying and archiving old sign ups or stores to avoid entirely re-creating new ones from scratch.
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Written by Kyle R Wasson
Updated over a week ago

How To: Sign Up for a Stripe Processor Account

This articles explains the steps to setting up and connecting to a Stripe processor account
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Written by Brent LaFoley
Updated over a week ago

How to format images for your sign up or store banners and store items

Learn how to find and edit your banner image to best crop to your sign up or store pages
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Written by Brent LaFoley
Updated over a week ago

How do I set up Facebook Pixel Tracking?

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Written by Brent LaFoley
Updated over a week ago

What is a Facebook Pixel?

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Written by Brent LaFoley
Updated over a week ago

How do I set up Google Analytics?

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Written by Brent LaFoley
Updated over a week ago

What is Google Analytics?

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Written by Brent LaFoley
Updated over a week ago

How to format images for your campaign banner

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Written by Brent LaFoley
Updated over a week ago

Why am I not allowed to create a raffle fundraiser?

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Written by Brent LaFoley
Updated over a week ago

Important information to know about raffles before creating your campaign

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Written by Brent LaFoley
Updated over a week ago

Add a viral sharing program to promote your raffle or sweepstakes

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Written by Brent LaFoley
Updated over a week ago

How to draw winners

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Written by Brent LaFoley
Updated over a week ago

Why do I need to offer at least 10 entries at each price?

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Written by Brent LaFoley
Updated over a week ago

What's the difference between an English style auction and a Proxy bidding auction?

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Written by Brent LaFoley
Updated over a week ago

Set up a custom domain for your PTFundraiser Account

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Written by Brent LaFoley
Updated over a week ago

Create a custom domain for your campaign

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Written by Brent LaFoley
Updated over a week ago

Promote your campaign with text-to-give

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Written by Brent LaFoley
Updated over a week ago

How to set your home currency in PTFundraiser

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Written by Brent LaFoley
Updated over a week ago

How-To: Send Messages to Non-Paid Contacts

Find the unpaid contacts and send a message to spark action.
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Written by Kyle R Wasson
Updated over a week ago

How-To: Register to a New School

Learn the necessary steps to add a school to your PTOffice profile
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Written by Kyle R Wasson
Updated over a week ago

How-To: setup and add people to a group

Learn how to easily setup a group and add contacts to a group
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Written by Brent LaFoley
Updated over a week ago

WordPress 101: Website Support

There are several ways to learn the intricacies of website building within WordPress, and we've outlined the most comprehensive below
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Written by Kyle R Wasson
Updated over a week ago

Member Profiles: Managing Registration & Fee Payments

Learn the difference between registering to PTOffice and purchasing a membership fee that may be required by your organization
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Written by Kyle R Wasson
Updated over a week ago

How-To: Generate Backup Files

Learn how to create and export a full back up file of your database to Excel.
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Written by Kyle R Wasson
Updated over a week ago

How-To: Update Your Profile Information

Learn the various aspects of updating your profile information
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Written by Brent LaFoley
Updated over a week ago

How-To: Pay Membership Fees

Learn the two ways to pay Membership Fees
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Written by Brent LaFoley
Updated over a week ago
Contacts

How-To: Lock and Unlock Member's Login Capability

Learn how to manually lock out or unlock login access for specific members
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Written by Kyle R Wasson
Updated over a week ago

How-To: Add a Contact to Your Database

Learn how to add contacts to your organization (parent, adult, student, child or faculty)
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Written by Brent LaFoley
Updated over a week ago

How-To: Edit Contacts

Learn more on editing contacts and their various information
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Written by Kyle R Wasson
Updated over a week ago

How-To: Create and Manage a Board, Committee, Faculty and Staff or Group

Learn how to set up and manage Boards, Committees, Faculty and Staff or Groups and their members
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Written by Kyle R Wasson
Updated over a week ago

How-To: Manage Parents, Teachers, Faculty, & Staff

Understanding the different roles each contact plays in PTOffice
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Written by Kyle R Wasson
Updated over a week ago

How-To: Collect Membership Fees & Add Paid Members

Learn how to collect payments and mark contacts as PAID
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Written by Brent LaFoley
Updated over a week ago

How-To: Increase Contact Logins & Send Login Reminders

Learn how to increase logins and participation by sending login reminders to your contacts
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Written by Kyle R Wasson
Updated over a week ago

How-To: Create Custom Contact Fields

Learn how to add custom fields to your contact profiles
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Written by Kyle R Wasson
Updated over a week ago

Understanding & Managing Multi-Household (and Divorced) Families

Learn how PTOffice handles multi-households and divorced family situations
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Written by Kyle R Wasson
Updated over a week ago

How-To: Check for Duplicate Contacts

Learn how to quickly check for (and merge) duplicate contacts
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Written by Kyle R Wasson
Updated over a week ago

How-To: Remove Alumni

Learn how to remove all alumni from your account
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Written by Kyle R Wasson
Updated over a week ago

How-To: Export Contacts

Learn how to export contacts and their data from PTOffice
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Written by Kyle R Wasson
Updated over a week ago

How-To: Mass Update Your Contact's City, State, Zip or Show/Hide Status

Learn how to easily select multiple contacts and edit their city, state, zip or profile hide/show status information in bulk
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Written by Kyle R Wasson
Updated over a week ago

How-To: Opt-Out of Receiving Emails

Learn how each contact can select to opt-out of group email distributions
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Written by Kyle R Wasson
Updated over a week ago

How-To: Graduate Students

Follow these easy steps to graduate your students at the end of the school year
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Written by Kyle R Wasson
Updated over a week ago
Sign Ups

How-To: Send Sign Up Invitations

Learn how to easily send invitations to your Sign Ups
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Written by Kyle R Wasson
Updated over a week ago

How-To: Add or Remove Volunteers

Learn how to properly manage volunteers in PTOffice
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Written by Kyle R Wasson
Updated over a week ago

How-To: Create a Sign Up

Understand how Sign Up pages work and how to begin with a new Sign Up page
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Written by Kyle R Wasson
Updated over a week ago

How-To: Customize Sign Up Pages

Quickly learn how to customize your sign up pages
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Written by Kyle R Wasson
Updated over a week ago

How-To: View Untapped Resources

Learn how to view all members who have NOT volunteered yet and how to begin the recruiting process for new volunteers
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Written by Kyle R Wasson
Updated over a week ago

How-To: Download & View Sign Up Reports

Find out how to download and export Sign Up reports
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Written by Kyle R Wasson
Updated over a week ago

How-To: Set Up 'Opt-Out' Volunteers

Learn about the 'Opt-Out' option and how to add volunteers to the Opt-Out list
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Written by Kyle R Wasson
Updated over a week ago

How-To: Record & View Anytime Volunteers

Learn how to track and view "Anytime Volunteers" who have shown interest in volunteering
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Written by Kyle R Wasson
Updated over a week ago

How-To: Add Additional Fields in Sign Ups

Learn how to easily edit information fields within the Sign Up page
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Written by Kyle R Wasson
Updated over a week ago

How-To: Make Public Sign Ups

Learn about the setup process for Public Sign Ups
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Written by Kyle R Wasson
Updated over a week ago

How-To: Send RSVPs

Learn how to easily send out RSVPs to your members for specific events
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Written by Kyle R Wasson
Updated over a week ago

How-To: Record Volunteer Hours in PTOffice

Easy Instructions to begin recording volunteer hours for each member
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Written by Kyle R Wasson
Updated over a week ago