Webflow Donation Management
You've already taken control of your website with Webflow's low-code power. Now take your donation and fundraising management to the next level with our super customizable and easy-to-use Donatly Webflow app.
1. How to Connect
1.1 Connect With Webflow
Unlocking the potential of "Donatly" is a straightforward process. Begin by logging into your account, and seamlessly integrate it with your Webflow account. Following this, effortlessly connect to the specific website or project of your choice.
1.2 Webflow Integration
To integrate the donation campaign with Webflow:
- Open your site's Custom Code settings.
- Add the provided integration script to the
<head>section. - Copy the Campaign Container ID and assign it to the donation container element in the Webflow Designer.
- Publish your site to staging and production to activate the campaign.
2. Campaigns
On the Campaign page, admins can create and manage fundraising campaigns using built-in filters for easy organization. This allows you to tailor your fundraising efforts by adding and managing the specific campaigns or causes you support.
Each campaign includes a suite of comprehensive action options such as editing details, changing status, viewing a full overview, previewing the live look, duplicating successful templates, and deleting old records, giving you full control over your campaign management workflow.
- Edit: Modify campaign details, goals, and descriptions.
- Change Status: Toggle between active, paused, or completed.
- View Overview: Access analytics and performance metrics.
- Preview: See exactly how the campaign looks live.
- Duplicate: Quickly clone successful templates for new causes.
- Delete: Remove old or irrelevant records.
3. Donations
On the Donations page, admins can monitor the flow of contributions. The interface provides a detailed table including:
- Transaction ID
- Donor Name
- Donation Amount
- Associated Campaign
- Current Status
4. Donors
The Donors page acts as your CRM, offering a comprehensive list of all contributors. You can view email addresses, total lifetime donations, and the date of their last contribution. Admins also have the ability to manually add donors to maintain accurate offline records.
5. Manage Team
This section provides administrators with the tools to build and organize their staff and volunteer network efficiently.
5.1 Roles
Define the permissions and access levels for your organization. Create custom roles (e.g., "Finance Manager", "Campaign Coordinator", or "Volunteer Viewer") to ensure team members only access tools and data relevant to their specific responsibilities.
5.2 Team Members
Invite new contributors via email and assign them a predefined role. Manage your directory to monitor activity and revoke access as needed to maintain high security.
6. Settings
Fine-tune your organizational configurations to match your brand and operational needs:
- Invoice Settings: Upload your logo and send test invoices to ensure professional branding on all receipts.
- Email Templates: Customize automated messages (confirmations, welcomes) using dynamic tags for personalization.
- Payment Gateway: Securely integrate Stripe or PayPal and manage API webhooks for real-time updates.
- Currency Settings: Define primary currency symbols, decimal preferences, and localized formats.
- Custom CSS: Inject custom styles to match your Webflow site's branding perfectly within the Donatly interface.
- Categories: Group campaigns into sectors to help donors find causes and improve granular reporting.
7. Pricing and Billing
On the Pricing and Billing page, admins can view their current plan and manage billing details, including payment methods and transaction history. Within this section, users can also securely cancel their subscription or request a refund based on the organization's eligibility criteria.