What is/isn't possible in the Nonprofit Admin Portal before membership approval?
In step 4 of the Give Lively membership application process, all nonprofit applicants are invited to visit the Nonprofit Admin Portal, Give Lively's back-end management system where nonprofits create and edit fundraising pages, configure settings and download donor data.
Uninterrupted access to the portal begins in step 4 and continues through the period before a Stripe account is connected to Give Lively in step 5, as well as during the 5-7 business day period during which all membership applications are personally reviewed.
What is possible?
Access to the Nonprofit Admin Portal, even before a membership application has been submitted or approved, offers nonprofits hands-on experience with the Give Lively platform, including:Â
- adding new users to the account so that others from the nonprofit can also test-drive the platform
- getting a head start adding payment processors and integrations, especially those with more lengthy setups like Salesforce and Zapier
- experimenting with the creation of fundraising pages – Campaign Pages and Event Ticketing pages – and then previewing them
- trialing the donation form
- understanding how all the pieces fit together.
Of note: Nonprofits with an existing account to view donation data about contributions made to the nonprofit via Charity Navigator’s Giving Basket retain that access.
What isn’t possible?
Partial access to the Nonprofit Admin Portal means that there are some limitations. The following will not be available:
- the ability to publish fundraising pages for external use
- the ability to see an embedded donation widget (a code to embed the widget is available, but, if used, the widget is not functional)Â
- the ability to use Text-to-Donate text codes (codes can be created and associated with fundraising pages, but the codes are not enabled)
- access to donation data pages, since none exists yet, except in the case of Nonprofits with an existing account to view donation data about contributions made to the nonprofit via Charity Navigator’s Giving Basket.Â
What happens after approval?
Once a membership application is approved, all features of the Nonprofit Admin Portal become fully available.
Importantly, this includes the instant and automatic publication of all fundraising pages built during the period of partial access. These pages will be ready to begin accepting donations.