Action Pages: Finance

Getting Started 

First, you will need to log in to your user profile and select your organization's account. Then click Action Pages in the Navigation bar at the top of the page.

To create a new page, click the "Create Page" button at the top right-hand corner of the Action Pages home page to create a new Donation page. Or to edit an existing page, just click on the name of the to the Donation page you would like to edit.

The Donation page edit menu will be at the top of the page in the white bar.

There are four sections for customization- Page, Messages, Settings, and Share. 

Click on Page to locate the Finance tab. Within the Finance tab, you can create preset amount buttons for your donors to select, enable Recurring Donations, and also designate a fund, or multiple funds, for your donations to be directed to.

Click on the respective hyperlink to learn how to edit each section of the Finance tab. 

1. Funds

2. Preset Amount Buttons

3. Recurring Donations