Givingtech

An in-depth webinar to get the know the platform and all of its features and abilities.

Webinar: Platform overview (1.5 hours)

Video: Get to know your charity account

Webinar to get to know the features and abilities of the CRM and marketing platforms

Webinar: Get to know the CRM and Marketing Platform

Webinar: Get to know the MYSITE donation forms and Payment Processing

Video: Introduction to the Task Management platform

Webinar: What is a Donor Advised Fund?

Video: Joining a Teams (Ambassador) campaign

Video: Filling out the KYC form

Explanatory videos and webinars about the platform

Videos and Webinars

IsraelGives

ישראל תורמת

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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