• Setting disclsoures

  When donors start a new campaign, they have to accept a disclosure outlining the terms for raising for your organisation's causes. Here's what donors see when signing up. (https://downloads.intercomcdn.com/i/o/1200803790/f66ecd9d001b7d6feca0f276/setting-disclosures-1.png?expires=1765979100&signature=2d25e197df709d63bea88b6de2d6bbe531347e8854cbddca07a7c2fa019b7167&req=dSIFew readers

• Rejecting donors

  If you decide that you would not like a specific donor to fundraise for your organisation, you can end their campaigns immediately by rejecting them. To reject a donor: find their page in the app via the donors page and click on their name. On the individual donor's page, select the "Reject donor" button. (https://doFew readers

• Onboarding for eCommerce Donors - Virtue for Partners

  Accept your Virtue Invite First things first, your charity partner will send over an invite for you to join the Virtue Platform that will look like the email below. Click the 'Set my password' to get started! (https://downloads.intercomcdn.com/i/o/fj9l3u9j/1587702648/4393ef7525a8930f3612407eb779/VfP+-+eCommerce+%281%29.png?expires=1765979100&signature=e28c1ca1e7c42d8bFew readers

• How businesses can get started with fundraising for your organization

  There are 2 ways that a business can start fundraising for your organization. Partners can invite businesses via an in-App invite or by sharing their unique Virtue link. When inviting via an in-App invite - donors will receive a link to activate their account. When using your unique link, donors will be able to sign up using their email address. Click on the 'Invite Donor' button to invite donors and get your unique link. (https://storage.crisp.chat/users/helpdesk/website/-/9/2/9/9/9299Few readers

• Exporting data

  Exports are available throughout the App for donor, payout and campaign data. When you click 'Export' a link to the csv file with the relevant data will be emailed to you. Please note that by default Partners have a Data Controller role, unless a different Agreement between Virtue and the Partners is in place. This means Partners can view all data available and contact donors about their campaigns. Exports are available for the following information: Payouts Donors Donor Campaigns ExportFew readers

• Inviting team members to the partner account

  You can invite others in the organization to Virtue. Head over to Account Team members and input the invitees details. They will get a link to join the Virtue account via email. (https://downloads.intercomcdn.com/i/o/fj9l3u9j/1207182073/5ed315f9abbaeccb80cea3481a7d/image.png?expires=1765979100&signature=04110fce587582bad43498907f27c94cfb2087d3ebef63921bd5280a24b75b21&rFew readers

• Onboarding for SMB Donors - Virtue for Partners

  Accept your Virtue Invite First things first, your charity partner will send over an invite for you to join the Virtue Platform that will look like the email below. Click the 'Set my password' to get started! (https://downloads.intercomcdn.com/i/o/fj9l3u9j/1587702648/4393ef7525a8930f3612407eb779/VfP+-+eCommerce+%281%29.png?expires=1765979100&signature=e28c1ca1e7c42d8bFew readers

• Donor Campaigns

  You can view active and past campaigns ran by donors in the Donor Campaigns screen. (https://downloads.intercomcdn.com/i/o/fj9l3u9j/1207273893/7e18dafc4fb38168101313788d79/image.png?expires=1765979100&signature=f073ab6f916c1b0f2ce13885ce83b1d34d3becc1e582089c2cbd9c471275668e&req=dSInEct5nolWWvMW1HO4zeTUrN2CtW%2FRZiABFew readers

• Adding causes for your organisation

  To allow donors to raise for your organisation, you need to create causes that they can contribute towards. A cause outlines information detailing what their money contributes to including: your organisation information, the topic that the cause is targeting and more information about how the cause is affecting change. Donors then choose from your causes when starting campaigns. Donors will be able to see all published Causes that you created. To make a cause invisible you will need to UnpublisFew readers

• Signing up for Virtue for Partners

  Virtue for Partners is currently invite-only. If you'd like to sign up, please send us an email at email protectedFew readers

• Viewing donors

  There are a number of convenient ways to view who is donating to your organisation. At a glance, on the dashboard At a glance on the dashboard, you will find a list of donors that joined in the last 30 days Any time, on the donors page At any time, you can see the list of donors to your organisation by visiting the donors page. (https://storage.crisp.chat/users/helpdesk/website/-/3/c/4Few readers

• Viewing payouts and donations

  A payout tracks monthly giving amounts from your donors to your organisation. You can view payouts at any time from the payouts page. (https://downloads.intercomcdn.com/i/o/fj9l3u9j/1207267419/552585a4fd29cfaf9ec8af757987/image.png?expires=1765979100&signature=9ad3d7655b9943a1bbd55b8982eff5e0cd70813d7acc2a6dafafd0b684673a6aFew readers

• Signing in to Virtue for Partners

  If you don't have an account yet, check out the information on Signing up for Virtue for Partners Before signing in, make sure that you've set your password by clicking the link in your invitation email. Go to the sign in page To sign in, head straight to https://app.virtueimpact.com and input your information.Few readers

• Recurring donations

  When you're starting a new campaign, you have the option to choose to donate on a regular basis. In this article, you can learn how and when these donations are processed by Virtue. (https://downloads.intercomcdn.com/i/o/fj9l3u9j/1289442488/86e3b93ff027738789b77a5b1c2a/image.png?expires=1765979100&signature=364f4d99ca3fa2ca950a635e718ecd62ed1c4131e3d439d133fa54df3e109b00Few readers

• Viewing donation pipelines

  To understand how your pipeline of donations changes over time, you can head to the dashboard. At the top of the screen, you can see your pipeline. Committed - this is based on a sum of all active donor campaigns' expected giving totals. If donors are giving over time (annually, over 6 months etc) the total expected will be split by the number of months in their campaign. Fundraised - this is how much donors have raised; this number is made up of paidFew readers