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Knowledge base
Getting Started
How it Works
1
How CausePilot Works
Flight Checklists
3
Pre-Flight Checklist
In-Flight Checklist
Post-Flight Checklist
License
1
Your CausePilot License
Dashboard
5
The Dashboard
Flights
Dashboard Contacts
Dashboard Financials
Dashboard Settings
Users
3
Administrators
Flight Manager Permissions
Fundraiser Participants
Integrations
2
Kindful
Stripe
General Features
Summary
1
Summary
Flight Builder
3
Flight Builder Setup
Flight Builder Theme
Flight Builder Components
Contacts
3
Manage Contacts
Manage Companies
Quick Check-in
Financials
7
Financial Setup
Financial Overview
Financials Pending
Financials Transactions
Checkout
See all 7 articles
Messaging
5
Messaging Email
Messaging Email Templates
Messaging Texts
Messaging Custom
Custom Message: Reminder to Pay
Marketing
2
Promotion Buttons
Text Marketing
Permissions
1
User Permissions
Reports
3
Financial Reports
Component Reports
Contacts & Company Reports
Fundraising Components
CausePilot 101
5
Available Components & Tools
Lookup User
Upload Images
Table Size and Scroll
Add Image in Content Areas
Appeals
5
What is an Appeal?
Appeal Setup
Appeal Levels
Appeal Giving
Appeal Questions
Auctions
19
Auction Fundraisers
Auction Setup
Auction Categories
Auction Catalog
Auction Items - Part I
See all 19 articles
Donations
4
Ways to Donate
Cash Donations
Item Donations (Procurement)
Crypto Donations
Fund-a-Need
5
What is Fund-a-Need?
Fund-a-Need Items
Fund-a-Need Categories
Fund-a-Need Purchases
Import Fund a Need Items
Paddle Raises
3
What is a Paddle Raise?
Paddle Raise Setup
Paddle Raises
Raffles
5
Raffles Laws
Raffle Setup
Raffles
Raffle Tickets
Raffle Winners
Sponsorships
5
What are Sponsorships?
Sponsorships Setup
Sponsorships Levels
Sponsor Spots
Sponsorships & Tickets
Shop
5
What is Shop?
Shop Items
Shop Categories
Shop Purchases
Import Shop Items
Tickets
12
Tickets Setup
Tickets Levels
Tickets
Ticket Discounts
Tickets Questions
See all 12 articles
Bonus Tools
Procurement
3
What is Procurement?
Procurement Setup
Procurement Items
Leaderboards
1
Leaderboards
Flight School
Video Training Series
22
Flight School Introduction
1. The Dashboard
2. Flight Builder
3. Online / Mobile Auctions
4. Onsite Bid Sheet / Live Auctions
See all 22 articles
Add-on: Team Flight Training
1
Schedule Team Flight Training
Knowledge Base
Quick Answers
12
Duplicate Bids
Credit Card did not go through
Need to add a winner after the auction
Two or more users want to pay (Split payments)
Do users automatically get charged?
See all 12 articles
User Troubleshooting
7
User can't create an account
User says they can't login
User says they can't bid
User says they can't checkout
User wants to change credit card
See all 7 articles
