Getting started with your forms on Springly
- How to quickly manage your campaigns? (memberships, donations, events, and product sales)
- Choosing the General Settings for Your Forms and Ticketing
- How to configure payment methods for a form (memberships, donations, ticketing, shop)?
- What is the difference between a buyer and a registrant/member?
- Setting Up Discounts on a Form
- Search for registrants on a campaign (memberships, donations, events, online shop) and export the list
Memberships
- How does the membership card work?
- Create Your Membership Campaign
- Managing Your Membership Plans
- Add a Member
- Add Multiple Members via an Excel Import
- Bulk Export Your Memberships and Members
Donations
- Create a Donation Campaign for Your Nonprofit
- Recording a Donor or a Donation in Springly
- View Your Donor List
- How to bulk export your donations and donors
- Adding Multiple Donors to a Donation Campaign via Excel Import
- Everything You Need to Know About Tax Receipts
Events
- Why and How to Create an Event Form on Springly
- How do I manually add a participant to an event?
- Limit the Number of Attendees for an Event
- Add a sub-rate to an Event
- Receive an Alert When Someone Signs Up for an Event
- How to make the list of attendees for an event public?
Online store
Manage online forms
- Customize the appearance of your campaigns (memberships, donations, ticketing, shops)
- Understanding the Difference Between Online and Offline Forms
- Sharing Your Campaigns: Memberships, Donations, Ticketing, and Online Shops
- Managing pricing grids that are too long
- How do I edit a pricing tier with a limited number of spots or available inventory once sales have started?
- Delete a Membership Campaign, Donation Campaign, Event, or Online Shop
Accounting entries for collections
- Understanding Automatically Recorded Book Entries in Accounting
- Understanding How Memberships Are Recorded in Accounting
- How is a donation recorded in accounting?
- How are product sales and event registrations recorded in accounting?
- How to link a form transaction to a specific accounting account?
- Refund a Transaction or a Sale
Tax receipts and invoices for collections
- How to Issue a Tax Receipt for All or Part of Your Campaign
- How to configure tax receipts, invoices, and payment receipts?
- Sending Tax Receipts, Invoices, and Payment Receipts
- Track and Export Tax Receipts, Invoices, and Payment Receipts
- Everything You Need to Know About Issued Invoices
- Tax Receipt Documents