Introduction

Ensuring proper configuration is essential to minimize any disruption to your fundraising and communication efforts. CharityEngine offers a few key areas for which you should monitor to ensure no disruption to your activities within CharityEngine. 

Prerequisites

• If you have any questions on proper settings for configuration issues, please contact our Customer Support for bust guidance and direction. 

Instructions - Accessing Configuration Status

Step 1: Access the Configuration App > General > Configuration Status

Step 2: Review the identified configuration issues listed for your account (if applicable)

Accessing Potential Configuration Status Issues

1. No Default Payment Gateway:
   1. Financial transactions will not process accordingly
   2. Correct by accessing the Configuration App > Account Settings > Transactions > Select Payment Processor > SAVE
   3. If you do not currently host a payment gateway, please contact Customer Support or your Account Manager for details on how to set up and/or apply for a merchant account
2. No Default Billing Gateway:
   1. Sustainer transaction will not process accordingly
   2. Correct by accessing the Configuration App > Billing > General > Billing Enabled: Yes > Payment Gateway: <select payment processor> > SAVE
3. No Default Sending Email:
   1. Emails may not be successfully sent from your account
   2. Correct by contacting Customer Support; Access the Configuration App > Campaigns > Default Settings > General Tab > Default Sender Email

FAQs

• Navigating Through CharityEngine with Quick Links
• Home Dashboard: Customizing Favorites List
• Manually Entering Trusted IP Addresses
• Configuration: Setting Up Two-Factor Authentication
• Contacts: How to Create, Use and Manage Cases
• Mobile Pay App
• How to Configuring URL Redirects
• Contacts: Updating Donor Passwords
• How to Use the Conditional Block
• PayPal/Venmo Gateway Configuration
• Shipping and Handling Fee Configuration
• Email Campaigns & Web Forms: How to Add System/Global Tokens and Conditional Blocks
• Developer: Integration with Google Analytics and Google Tag Manager Tracking
• Contact Records: Creating Custom Field Groups and Custom Fields
• API Configuration: How to Configure your WealthEngine API Key
• General
• Data Governance: Updating Contact Records Through the Transaction or Contact Screen
• Contacts: Regions in CharityEngine – Where to find them and how to use them
• Communication: How to Send Messages from Listing Screens
• Configuration: User Role Permission Levels
• Accounting & Finance: Leveraging General Ledger Codes vs. Funds
• Memberships: How to Create a Membership Type (Configuration)
• Developer: API - Installing the CharityEngine Public Web API
• MobilePay: Downloading MobilePay by CharityEngine on your Apple Devices
• API: Google Maps Integration for Addresses
• Developer: API - Public API Troubleshooting
• Reports & Analytics: Exporting Large Data Sets - Listing Screen Exports
• Windows MobilePay App Swiper Driver
• Paying Your Bill
• Why did my email test go to my SPAM folder?
• Donations-Batch Entry: How to Set-up & Enter Donations Via Batch Processing
• Online: Configuring API User Account
• Accounting: Accounting and Financial Reconciliation
• Automation & Workflow: Manually Sending Year End Statements to Households
• Global Search
• User Account Settings & Administration
• Contacts/Transactions : Quick Filter - My Preferences
• Contacts : Files
• Data Governance: How to Manage Data Storage Limits
• Dashboard: Navigating the Welcome Screen
• General: How to Use Email Concierge & Writing Assistant to Perform Tasks in CharityEngine (AI)
• Connect to Swiper for Apple Devices
• Media Channel vs. Response Channel
• Contacts: How To Set Your User Prefereces
• Outlook Connector
• Recycle Bin
• Contacts : Legacy vs. Compliance
• API Query Mode
• Email Deliverability Best Practices
• Spam Removal: Provider Recommended Actions
• Bounce and Failure Code Quick Reference Guide
• General