Is this article for you? It covers services only available to Give Lively member nonprofits.
Is this article for you? It covers Salesforce integration services only available to Give Lively member nonprofits.

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Before you get started

Walkthrough

See current users and pending invitations

  1. Log in to the Nonprofit Admin Portal.
  2. Select “Organization Settings” in the navigation bar at the top of the page.
  3. Select “Users” in the tab on the left. If you don’t see it, log in and point your browser to http://secure.givelively.org/users.
  4. “Current Users” are listed in the body of the page, with all “Pending Invitations” directly below it. You can also see which of your fellow account administrators have confirmed their email addresses, an important step to maintain security.

Add a new user

  1. Follow the instructions above to get to the “Users” page.
  2. Select the “+ Add New User” button at the top right of the screen.
  3. Fill out the pop-up form with the new user's first name, last name and email address. Keep in mind that new users will have full access to your Nonprofit Admin Portal. They will have the same administrator rights as you do. This includes: changing your Core Profile, managing campaigns, accessing donor data, and inviting and deleting users.
  4. To add more than one new user, select “+ Add another” at the bottom left of the pop-up and provide that new user’s details in the new line that appears. There is no limit to the number of users you can add and no limit to the how many individuals can be logged in at once for the same nonprofit.
  5. If you change your mind and choose not to add a user, select the garbage can icon to the right of that user’s details.
  6. Once you have completed filling out new users’ details, select “Send Invitation(s)” at the bottom right of the pop-up. 
  7. If the invitation is successful, a confirmation will appear advising that “Your invitation has been sent!” and that “[New user] will receive an email inviting them to log into Give Lively or will immediately be granted access if they already have a Give Lively account.” Note that these invitations expire after one week. Click the “x” at the top right of this pop-up to close it, or just click outside of it.
  8. If the invitation was not successful you will see a notice that “[New email] is already associated with another nonprofit organization in the Give Lively system. Please use a different email address.”

Note for consultants: You can't log in to multiple accounts using the same email address. When an existing nonprofit admin invites another user to the Nonprofit Admin Portal whose email is already on record, the following popup appears: "[email address] is already associated with another nonprofit organization in the Give Lively system. Please use a different email address." Please use a different email or contact support@givelively.org so we can help you create an alias and set up a password.

Remove a current user or pending invitation

Remember: Removed users will no longer have any access to your Nonprofit Admin Portal. And for deleted “Pending Invitations,” the invite email that was sent out, which already expires after a week, will immediately become invalid.

  1. Follow the instructions above to get to the “Users” page.
  2. Search for the user(s) you wish to remove.
  3. Select the garbage can icon to the right of each user’s details.
  4. A “Remove User” pop-up will appear asking you to confirm your action: “Are you sure you want to remove [(new user)] as a user?” Selecting “Remove [new user]” will immediately complete the action, while “Cancel” will stop it.

Change a user's email in the portal

  1. Add the desired email as a new user (see instructions above).
  2. Log out of the account associated with the old email address.
  3. Log back in using the new email address.
  4. Delete the old account (see instructions above).

Vital security considerations

As part of our ongoing effort to be rigorous about privacy, security and transparency, the power extended to nonprofits to add and delete users of the Nonprofit Admin Portal is a critical enhancement in portal security.

It provides nonprofits with the ability to see who has access, but it also places with them direct responsibility for staying vigilant about maintaining portal access.

We recommend regular review of the current users of the Nonprofit Admin Portal. This will allow you to add new users if you have new team members, ensure your fellow account administrators have confirmed their email addresses and, more importantly, to delete users who have moved on to other positions or jobs.

Notably, for all active users, our system does not ask for or store any personal information beyond the username and email address of each user.

Before you get started

Walkthrough

IMPORTANT:
  • You have full flexibility to experiment with Event Ticketing page design, but these pages will be live on the internet as soon as you click the first “Save” button.
  • You can delete any experimental Event Ticketing page as long as no tickets have been sold to that page, including test sales.
  • The moment you sell a ticket through an Event Ticketing page, it can no longer be deleted and will remain live. The only option is to hide the tickets to avoid mistaken or accidental ticket sales.

Getting started

  1. Log in to the Nonprofit Admin Portal dashboard and click on “Events” in the menu at the top of the page, and then "+ Create Event" to the right of the "Event Pages" page title.
  2. On the "Give Your Event a Name" page, name your event for internal purposes and click the "Next" button.
  3. On the next "Event Details" page, confirm the internal "Event Name" and then enter the name you want to appear on the event page in the "Display Event Page Title As" field.
  4. Lower on the same page, under “Event Location,” you can choose between one or both of the following:
    + (1) If you’re planning a face-to-face event, check the “In-person event location” box. (This will place a Google Maps widget on your event page to help your attendees get to the event.) If you don’t yet know the venue, select the button for “I don’t have an address yet” and return to this section when you do. If you do know the venue, be sure the “Search for an address or venue” button is selected and then start typing the venue’s name or address in the “Search by venue name or address” box. Choose a result to autofill the location details. Use the Google Maps widget to verify the address. You can also enter the address manually in the open fields. If you wish to clear the address, selecting the "Clear Address" button will do so in one click rather than having to delete details field by field.
    + (2) If you’re planning a virtual or livestreamed event, check the “Virtual event location” box. If you don’t yet have a link, select the button for “I don’t have a link yet” and return to this section when you do. If you do know the link, be sure the “Add a link” button is selected and then add both the web address of the virtual event and the title of the livestreamed or recorded event. The “Clear Website” button clears both fields in one click. If you would like the web address of the event to appear on your Event Ticketing page for all to see, make sure the "Public Link" button is selected; however, if you prefer to keep the web address private for donors and ticket purchasers only, select "Private Link" for it to appear only in the receipt email automatically sent to them.
  5. Still on the same "Event Details" page, add the "Event Starts" and "Event Ends" date and time for your event. Ticket sales will end when the event starts.
  6. Enter an "Event Description" that will appear on your public page. For best results, we recommend typing and formatting your description directly in the text-editing window, not copy-pasting it from another document. Text copied from other word processing software sometimes includes unseen code that interferes with our text-editing tool.
  7. Associate your event's new Event Page either with an existing campaign or your core profile. Donation data will roll up to your selection. Keep in mind that you will not be able to change this selection after your first ticket is purchased.
  8. Click the "Save" button.

Logos and images

  1. From the "Edit Event Information" page, click on "Logos and Images" and then choose a file to upload as your logo (minimum of 640x640 pixels, no larger than 1MB and in JPG format). Click the "Save" button. This logo will appear in the top center of your Event Page, either above your event name ("vertically stacked") or alongside it ("banner").
  2. Next, upload your primary media. The background image or video does not appear on mobile screens. Choose any of the following and then select “Save” to feature it prominently on your event page:
    (a) Image - Select “Upload new image” and then navigate to the image you want from files on your computer. A large, high-quality image is best: recommended size 2000 x 1200 pixels. Images should be a JPG, JPEG or PNG.
  3. Use the image cropper to frame your image: slide the gray ball along the scale to zoom in or out; click and drag on the image to center it as desired and your image will be cropped to a 5:3 aspect ratio. Then click the “Save” button.
    (b) Video - Select “Edit” and then paste in the direct link to a public video (on YouTube and Vimeo only) that you wish to embed on your page. Paste the full URL (with “http://" or “https://“), not an “embed code.” Then click the “OK” button.
    (c) No Media - No further action is required.
  4. Use the color tool to input your brand color as a background color, which will be used with all of the buttons on your Event Page. Click the "Save" button to lock it in.
  5. Upload an image (minimum of 1200x630 pixels, no larger than 1MB and in JPG format) that will appear when you share your page’s link on social media like Facebook, Twitter, or other platforms.
  6. To view the result, click on "Visit Page" near the top right of the page. This will open a new browser tab with your Event Page, showing all the pieces in place. To make changes, go back to the "Logos, Images, and Color" tab and make edits.
Featured Video on an Event Ticketing Page

Ticket builder

  1. When you're ready, click “Ticket Builder” in the menu on the left side of the page.
  2. Follow the instructions to enter information about your tickets. Choose what category they fall under (click on "Category settings" to open a dropdown menu with options) and then add name, price, and total quantity. You also have the option to create a free ticket by leaving the price blank.
  3. Click on "Add Another Ticket" to include new ticket price tiers within a category, or click on "Add Another Category" to add a new category of tickets.
  4. Select whether ticket tiers will appear on your event page from "Lowest to Highest" or "Highest to Lowest" price.
  5. Click “Add More Ticket Details” if you would like to:
  • Add a ticket description to appear alongside the ticket tier on your page and set sale dates for each ticket tier
  • Create group and table tickets
  • Designate a portion of each ticket as tax deductible
  • Set a date range during which the ticket will be on sale (a feature useful for offering discounts and specials like Early Bird sales)

Additional questions and thank you message

  1. To collect additional information from attendees and donors, toggle the "Hide/Show" switch next to the question (Mailing Address, Custom Question etc.) to request that information after payment is made. Note that custom questions have a limit of 100 characters.
  2. Check the “Required Before Payment” box to make it obligatory before payment. To reduce friction during the purchase/donation process, we recommend only requiring questions essential to your event.
  3. Click the “Save” button.
  4. Customize a thank-you message for your Event Ticketing page.

Note that thank-you messages/receipts are automatically sent to every donor. Nonprofits cannot opt out of this feature. At present, thank-you messages/receipts can only be reissued by Give Lively’s Member Support Team.

Before you get started

Walkthrough

Nonprofits can give donors the option to make their donations anonymous to the public. The donor's information will still be recorded in the Nonprofit Admin Portal and available for export from Stripe.

For Core Profiles

  1. Log in to the Nonprofit Admin Portal.
  2. Under "Edit Your Nonprofit's Core Profile," click the "Basic Information" button.
  3. Scroll down to "Allow donors to make donations private" and check the box.
  4. Click "Save" at the bottom of the page.
  5. You can follow the same process to uncheck the box at any time.

For Campaign Pages

  1. Log in to the Nonprofit Admin Portal and click "Campaigns" in the top navigation bar.
  2. Select the Campaign Page on which you would like to add this ability. Be sure to look within the “Active” tab of current Campaign Pages. If needed, use the search tool to pull up results only within that tab. Search results will include the desired term, whether it is all or part of a word or phrase in the campaign name or slug.
  3. Click the “Manage” button to the right of the Campaign Page link.
  4. In the "Edit Campaign Page" section, click the "Campaign Name, Description, and Goal" link.
  5. Scroll down to "Allow donors to make donations private" and check the box.
  6. Click "Save" at the bottom of the page.
  7. You can follow the same process to uncheck the box at any time.

Note: After downloading donor data as a CSV file from the Nonprofit Admin Portal, you will find a column labeled "private". Anonymous donations carry the signifier "true" and donations with an identified donor are "false".

A note about payment forms

Give Lively has two generations of payment forms in use. Your choice of features will dictate which form appears. At present, the ability to make private/anonymous donations is supported by both generations of payment forms. Activation of this feature alongside the others on this list may trigger the second-generation payment form. Any combination of features beyond those detailed on the list will continue to see use of the first-generation form.

IMPORTANT: Both generations of payment forms guide donors through very similar giving experiences and there is no reason a nonprofit should favor one payment form over the other. Over the next few months, the new payment form will become the standard for all Give Lively donation pages. Learn more here.

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