iDonate 2.0 - New Hire Learning Path

This document’s goal is to assist new iDonate employees in learning the iDonate platform. This will be lined out with topic timelines and activities to ensure content mastery of the specific module.

Required materials

• Custom iDonate Organization
  • Created by manager in GMSNext - how-to article listed below
    • https://www.idonate.com/internal-knowledge/how-to-create-a-new-organization-profile-in-idonate
• iDonate Product Links
  • 2.0 Version
    • https://gms2.idonate.com
  • Legacy Version
    • https://gms.idonate.com
• DSS Portal (Donor Self Serve) 
  • https://donor.idonate.com
  • Place where donors login to update/edit their gifts and profile
• GMSNext
  • https://donations.idonate.com
  • Helps us complete more complex functions that aren’t available to iDonate org users
• Google Authenticator App (or equivalent)
  • Download on Mobile device, will be used for 2FA for logins in production
• Total Product Overview
  
  • https://www.idonate.com/internal-knowledge/product-training-and-qa-2
• Documented Product trainings
  • https://www.idonate.com/internal-knowledge/product-trainings

Product Training Path (w/ links)

• Reporting Section Overview

• Understanding the Dashboards
  • https://www.idonate.com/knowledge/the-idonate-dashboard
• How to look up Donor records within GMS
  • https://www.idonate.com/knowledge/getting-started-with-reporting
• How to Update Donor information
  • https://www.idonate.com/knowledge/update-a-donors-email-address

• The New Campaign

• Create a Giving form
  • https://www.idonate.com/knowledge/the-new-campaign
  • https://www.idonate.com/knowledge/the-giving-form-builder
  • Activity: Create a giving form in your non-profit organization using the above steps
  • Activity: Create a hosted page in your org with the giving form you just created. Follow the steps in, “The Giving Form Builder” help article.

• Designations Overview

• Create and Edit Gift Designations
  • https://www.idonate.com/knowledge/create-and-edit-gift-designations
• Add Designations to Giving form/Campaign
  • https://www.idonate.com/knowledge/add-a-new-designation-to-a-giving-form
• Activity: Create designations, and add them to your giving form in your non-profit organization
  • Once they’ve been added to your form, make test donations in your org using an alias and one of the following test gift credentials
    • https://docs.spreedly.com/reference/test-data/
      • Ex. Visa - 4111111111111111 = good test card

      • Note - Use a real email, or a variant of your work email

        • ex. jclemons+chf@idonate.com

• Events Overview

• https://www.idonate.com/knowledge/creating-an-event
• https://www.idonate.com/knowledge/the-events-dashboard
• Activity: Create an event in your org and follow all prompts to make an Event. Act like you’re the CEO of a nonprofit 

• Peer-to Peer (P2P) Overview

• https://www.idonate.com/knowledge/a-brief-summary-of-idonate-p2p
• https://www.idonate.com/knowledge/creating-and-editing-a-new-p2p-program
• https://www.idonate.com/knowledge/the-fundraiser-page
• https://www.idonate.com/knowledge/the-team-page
• https://www.idonate.com/knowledge/the-main-program-page
• Activity: Create a P2P campaign in your org and follow all prompts to make a P2P campaign. Act like you’re the CEO of a nonprofit 

• Donor Self Serve Portal Overview

• • DSS Training Guide
    • https://www.idonate.com/knowledge/donor-self-service-dss-portal-guide
    • Activity: Use one of the alias’ you created (name and email) to login to the staging Donor Self Serve Portal. Follow the prompts to login

• GMSNext Training

• Acts as the ‘behind the curtain’ aspect of the platform, only iDonate employees have access to this module. We can accomplish many tasks here, one of which is locating and editing donor records
  • How to find donor records: 
    • https://www.idonate.com/internal-knowledge/how-to-find-donor-records-in-idonate