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Getting Started
How it Works
How CausePilot Works
Flight Checklists
Pre-Flight Checklist
In-Flight Checklist
Post-Flight Checklist
License
Dashboard
The Dashboard
Flights
Dashboard Contacts
Dashboard Financials
Dashboard Settings
Users
Administrators
Flight Manager Permissions
Fundraiser Participants
Integrations
Kindful
Connect to Stripe
General Features
Summary
Summary
Flight Builder
Flight Builder Setup
Flight Builder Theme
Flight Builder Components
Contacts
Manage Contacts
Manage Companies
Quick Check-in
Financials
Financial Setup
Financial Overview
Financials Pending
Financials Transactions
Checkout
Create an Invoice
Invoice Pending or Paid Transactions
Messaging
Messaging Email
Messaging Email Templates
Messaging Texts
Messaging Custom
Custom Message: Reminder to Pay
Marketing
Promotion Buttons
Text Marketing
Permissions
User Permissions
Reports
Financial Reports
Component Reports
Contacts & Company Reports
Fundraising Components
CausePilot 101
Lookup User
Upload Images
Table Size and Scroll
Add Image in Content Areas
Appeals
What is an Appeal?
Appeal Setup
Appeal Levels
Appeal Giving
Appeal Questions
Auctions
Auction Fundraisers
Auction Setup
Auction Categories
Auction Catalog
Auction Items - Part I
Auction Items - Part II
Auction Online / Mobile
Auction Bid Sheet / Live
Auction Fixed Price
Auction Winners
Auction Bidders
Import Auction Items
Sort Auction Items
Clone Auction Items
Auction Bid Sheets & Display Sheets
How Auction Bidding Works
Auction Rules
Change Auction ID Numbers
Auction Item Package
CrewUps
Create a CrewUp
Donations
Ways to Donate
Cash Donations
Item Donations (Procurement)
Crypto Donations
Fund-a-Need
What is Fund-a-Need?
Fund-a-Need Items
Fund-a-Need Categories
Fund-a-Need Purchases
Import Fund a Need Items
Paddle Raises
What is a Paddle Raise?
Paddle Raise Setup
Paddle Raises
Raffles
Raffles Laws
Raffle Setup
Raffles
Raffle Tickets
Raffle Winners
Sponsorships
What are Sponsorships?
Sponsorships Setup
Sponsorships Levels
Sponsor Spots
Sponsorships & Tickets
Shop
What is Shop?
Shop Items
Shop Categories
Shop Purchases
Import Shop Items
Tickets
Tickets Setup
Tickets Levels
Tickets
Ticket Discounts
Tickets Questions
Tickets Self Checkin
Group Ticket Management
Tickets & Sponsorships
Tickets Check In
Tickets Seating Charts
Ticket Seats
Tickets Assigned Seating
Bonus Components
CrewUps
What is a CrewUp?
CrewUp Setup
CrewUp Tasks
GiftLift
What is GiftLift?
GiftLift Setup
GiftLift Items
Leaderboards
Leaderboards
Flight School
Video Training Series
Flight Training Introduction
1. The Dashboard
2. Flight Builder
3. Online / Mobile Auctions
4. Onsite Bid Sheet / Live Auctions
5. Donations
6. Fund-a-Need
7. Paddle Raise
8. Raffles
9. Shop
10. Sponsorships
11. Tickets
12. Leaderboards (Tool)
13. Procurement (Tool)
14. Financials
15. Contacts
16. Messaging
17. Marketing
18. Permissions
19. CHECK-IN
20. CHECK-OUT
21. HELPING SUPPORTERS
Add-on: Team Flight Training
Schedule Team Flight Training
Knowledge Base
Quick Answers
Duplicate Bids
Credit Card did not go through
Need to add a winner after the auction
Split Payment - Two or more users want to pay
Do users automatically get charged?
Tickets say Sold Out
Cancel a Bid
Getting Contact Us Messages
Auction Item not Saving
Add image to content area
How to give an item to another bidder
How do I start bidding online and move to a live auction?
Hide Auction Catalog
Multiple Stripe Accounts
User Troubleshooting
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
User wants to delete credit card
Item not listed for package
What happens if something breaks?
CausePilot Basics
Questions & Answers
Why CausePilot: The Joyful Way to Fundraise
Who Can Use CausePilot?
CausePilot Pricing: No Upfront Costs
How Fast Can I Launch My Fundraiser?
Types of Fundraisers You Can Create
Is CausePilot Easy to Use?
Online & In-Person Fundraising—Together!
How Payments Work on CausePilot
Transparent Pricing & Fees
Do Donors Get Tax Receipts?
Promotion Tools That Come Built-In
Running Auctions & Sales with CausePilot
Can I Host Team Fundraisers?
Customizing Your Fundraiser Page
Managing Multiple Fundraisers
How to Share Your Fundraiser
Getting More Eyes on Your Fundraiser
How to Get Help When You Need It
Training Resources & Getting Started
The CausePilot Crew
Bonus Components
CrewUps
3
GiftLift
3
Leaderboards
1
