Org Admin Dashboard Overview

A tour of your org hub dashboard: where to find campaigns, fundraisers, reports, and settings.

Overview

Your org hub dashboard is command central for your pick a date fundraiser. From here you can:

• Manage campaigns and track progress
• Invite and monitor fundraisers
• See donations and export reports
• Access launch materials and sharing tools
• Configure settings and payments

This guide walks through each area so you know exactly where to go.

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Dashboard home

When you log in, you land on the Dashboard home screen.

What you see

• Campaign summary — Total raised, days claimed, fundraiser count
• Quick Actions — Shortcuts to common tasks (Settings, New campaign, Invite)
• Recent activity — Latest donations and fundraiser actions
• Setup checklist — Remaining steps to launch (if incomplete)

Quick Actions

The Quick Actions section gives you fast access to:

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Campaign page

Click your campaign name (or View campaign) to open the detailed campaign page.

Campaign header

• Campaign name and month
• Public page link with copy button
• View public page button to see what donors see

Totals and progress

• Total raised — Sum of all donations
• Days claimed — How many calendar days are filled
• Goal progress — Visual progress bar toward your goal
• Fundraiser count — Active participants

Action queue ("Who needs you")

The action queue shows fundraisers who need attention:

• Needs to claim invite — Haven't opened join link
• Needs profile — Joined but didn't finish setup
• Needs first share — Ready but hasn't shared
• Needs first donation — Sharing but no gifts yet
• Stalled — Was active but has gone quiet

For each person, you can:

• Preview the nudge email
• Send email to contact them
• Snooze 3 days to check back later
• Dismiss if no action needed

Launch kit

Scroll down to find the Launch kit section:

• Launch poster — Printable PDF for bulletin boards
• Recap poster — Post-campaign summary
• Family letter — PDF or Word template
• Teacher/coach script — Talking points for leaders
• Hub QR code — Points to your org's public page
• Campaign Social Kit — Branded graphics for social media
• Announcement copy — Ready-to-send text for each phase
• Website embed — iframe code for your school/org website

Recent activity

A feed showing:

• New donations as they come in
• Fundraisers who complete setup
• Calendar claims with donor names

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Fundraisers page

Click Fundraisers in the sidebar navigation.

Roster view

• List of all fundraisers with status indicators
• Search and filter by name or status
• Invite status — Invited, Joined, Ready

Adding fundraisers

• Add Fundraiser — Single invite by name and email
• Bulk Add — Paste a list or import CSV
• From past team — Bring back previous participants

Row actions

For each fundraiser, click ⋮ to:

• Resend invitation
• View their public page
• Open roster details
• Remove from campaign

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People page

Click People in the sidebar for bulk communication tools.

Email by segment

Target specific groups:

Email all

Send a message to every fundraiser in the campaign.

What you can send

• Custom messages you write
• Announcements and reminders
• Campaign updates

Note: This is email, not SMS. SMS sequences are separate opt-in prompts in campaign settings.

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Campaign Report

Click Campaign Report (or use the button on the campaign page).

Donation ledger

• Every donation with donor name, amount, date, fundraiser
• Filters — By date range, amount, fundraiser, fee coverage
• Search — Find specific donors or fundraisers

Exports

Analytics

• Total raised over time
• Donation count by day
• Fundraiser leaderboard (if enabled)

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Settings

Click Settings in the sidebar.

Organization tab

• Organization name and handle
• Logo and branding — Upload logo, set brand color
• Hero image — Cover image for your public page
• Description — Public-facing org description

Team tab

• Current admins — Who has access
• Invite co-admin — Add another organizer
• Role management — Promote or demote members

Admin seat limits by plan:

• Community: 2 seats
• Professional: 3 seats
• Network: Unlimited

Stripe tab

• Connection status — Connected, In progress, or Not connected
• Connect Stripe Account — Start or resume setup
• Manage in Stripe Dashboard — Access your Stripe account
• Upgrade plan — View pricing and change plans

Domain tab (Professional/Network)

• Custom domain setup — Use your own domain
• DNS verification — Instructions for configuration

Notifications tab

• Email preferences — What notifications you receive
• Donation alerts — Real-time or digest

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Campaigns page

Click Campaigns in the sidebar.

Campaign list

• All campaigns — Past, active, and upcoming
• Status indicators — Draft, Active, Past
• Primary campaign — Which one shows on your public hub

Campaign actions

• New campaign — Create a new one
• Clone — Copy structure from a past campaign
• Edit — Change campaign settings
• Archive — Hide old campaigns

Campaign limits by plan

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Help and support

In-app help

• Click Help in the sidebar or navigation
• Access guides and FAQs
• Contact support

Feedback

• Use the feedback widget to report issues
• Suggest features

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Navigation quick reference

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Keyboard shortcuts

Currently, navigation is mouse/touch based. Use browser search (Ctrl/Cmd + F) to find content on longer pages.

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Related resources

• Org Admin Guide
• Connect Stripe to Your Organization
• Invite Fundraisers to Your Campaign
• Launch Checklist

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Questions? Visit the Help Center or contact support.