General Interface

• Applications: Modules within CharityEngine that handle specific functionalities, included based on your contract.
• Report Builder: Tool for creating custom reports from data on Search & Manage pages.
• Dashboard: Visual interface summarizing key metrics and KPIs across modules.
• Advanced Filter: Customizable search criteria for narrowing results in data views.
• Export: Functionality to extract data from CharityEngine in CSV, Excel, or other formats.
• Payment: Module or option to process financial transactions.
• Configuration: Settings area where system behaviors, defaults, and rules are defined.
• Save: Action to persist changes in forms, records, or configurations.

Contacts

• Contact: A record representing a person, organization, or household in the database.
• Person: Individual contact subtype.
• Organization: Contact subtype representing businesses, nonprofits, or groups.
• Household: Contact subtype representing families or shared residences.
• Head of Household: Primary contact within a household.
• Spouse: Secondary adult in a household.
• Other Member: Additional household members.
• Connections: Relationships between Contacts (e.g., donor relationships, affiliations).
• Primary Email: Unique email identifier for the Contact.
• Primary Phone: Main phone number for the Contact.
• Global Communication Preferences: Settings that control all communications for a contact.
• Individual Contact Preference: Channel-specific settings (phone, address, email).
• Opt-in/Opt-Out: Permission status for communications.
• Opt-In List (Newsletter): Subscription list a Contact can join.
• Group: Logical collection of Contacts for segmentation or reporting.
• Tag: Custom labels to categorize or identify Contacts.
• Response Channel: Tracks how a Contact engaged with your organization (e.g., web, phone).
• Members/Memberships: Programs granting benefits for recurring donations.
• Opportunities: Potential donations or engagements in progress.
• Pipeline: The visual path of Opportunities through stages.
• Tracks: Categorization paths for Opportunities.
• Stages: Defined steps in the Opportunity lifecycle.
• Leads: Prospective contacts likely to engage or donate.
• Activities: Actions logged for Contacts (calls, emails, meetings).
• Solicitor: User or staff assigned to an Opportunity.
• Contact ID: Unique internal identifier for each Contact.
• External Sync ID: Identifier for syncing with external systems.
• Badges: Visual or metadata markers for Contact status or achievements.
• Conversations: Recorded interactions with Contacts.
• Projects: Work or tasks linked to Contacts.
• Time Tracking: Records hours or activity associated with Contacts or projects.
• Notes: Freeform text attached to a Contact.
• Cases: Support or service issues associated with a Contact.
• Timeline: Chronological history of all Contact interactions.
• Salutations: Preferred greetings for Contacts.
• Speaking Engagements: Events where the Contact is scheduled to speak.
• Custom Data Points / Key Data Points: User-defined fields to track additional info.
• Organization Type: Classification of an organization (e.g., nonprofit, corporate).
• Industry Type: Sector categorization for organizations.
• Status: Active, inactive, or other states for Contacts.
• Priority: Urgency or importance level of the Contact or case.
• Deceased / Deceased Date: Marks contacts who are deceased.
• Active: Flag showing if the Contact is currently active.
• Description: Freeform notes about the Contact.
• Contact Security: Permissions and access control for the Contact record.
• Online Access: Indicates if a Contact can log in to portals or donor tools.

Donations

• Transactions: Any form completion in the system, including donations, pledges, or payments.
• Donations: Transactions with monetary contributions.
• Void: Cancels a transaction before settlement.
• Refund: Reverses the entire donation and returns funds to the donor.
• Credit: Refunds part of a transaction.
• Chargeback: Reversal initiated due to fraud or disputes.
• Transaction Categories: Labels to classify the purpose of donations.
• Transaction Status: Current state (pending, settled, failed).
• Transaction Reversed: Indicates if a transaction was Voided, Refunded, Credited, or Charged-back.
• Form: Online pages for submitting donations or engagement info.
• Fund: Allocation or restriction of donation usage.
• GL Code: General Ledger account assignment for transactions.
• Attributions: Assigns a transaction to a specific campaign, contact, or purpose.
• Settlement: Payment processor information for completed transactions.
• Matching: Donations that are matched by another donor.
• Soft Credits: Attribution of donations to a Contact without financial responsibility.
• Custom Fields: User-defined tracking fields for transactions.
• Sustainers: Recurring donation profiles controlling payment schedule and amounts.
• Collections: Recurring donation processing managed by the system.
• Pledges: Offline or scheduled giving commitments.
• Installments: Scheduled payments under a pledge.
• Tributes / Acknowledgees: Donations made in honor, memory, or on behalf of someone.
• Acknowledgements / Receipted / Acknowledged: Tracking donor recognition or tax receipts.
• Split Fund: Allocating a single donation across multiple funds.
• Payment Status: Current standing of a donation (completed, failed).
• Batch: Grouping of transactions for processing or reporting.
• Online Wallet: Apple Pay or Google Pay transaction
• Payment Type: Transaction detail to define how the payment was made, I.e. credit card, ACH, PayPal
• Category: How a payment can be classified within the system. i.e, donation, event registration, sustainer, membership
• Amount: The total amount of the transaction
• Date: the date of the transaction
• Date Created: The date the transaction was created within CharityEngine
• Tax-Deductible Amount: refers to the portion of a donation or payment that a donor can legally deduct from their taxable income when filing their taxes.
• Invoice: documentation of payment for recurring records to assist with coming due payments
• Member Invoice: Created to take a payment when a membership is up for renewal.
• Non-Payment: transaction that does not have a monetary value
• Unconfirmed- DAF & Checks: Unconfirmed is a status for a payment that requires manual validation that a payment has been received.  Ie. Someone says they are going to pay by check, status is unconfirmed as the physical check has not been received. Once received the status can be manually updated to read confirmed.
• Fraud: a transaction that was not legitimately made by the owner of the payment information
• Advanced Fraud: tool within CharityEngine that allows for extra eyes on transactions that may come across as suspicious based on perimeters in the system.
• DAF: Donor-Advised Fund is a charitable giving account managed by a third-party sponsor that allows donors to recommend grants to nonprofits while the sponsor handles the funds and administration.

Campaigns

• Campaigns: Engagement plans targeting specific contacts.
• Creative: Visual or content materials sent to contacts.
• Initiatives: Methods or channels used to deliver campaigns.
• Media Library: Repository for images, documents, and files.
• Opt-In Lists: Subscription-based lists for communications.
• Email Blacklist: List of contacts blocked from receiving emails.
• Surveys: Feedback or data collection forms, often linked to events or campaigns.
• Communication Series: Sequential campaigns with multiple steps.
• Email Blast / SMS Blast: Mass email or text message campaigns.
• Auto-responder: Automatic reply triggered by a contact action.
• Communication Scheduler: Tool to schedule future messages.
• Template: Pre-built content structures for emails or communications.
• Do Not Mail List: Opt-out contacts.
• Email Deliverability: Metrics tracking inbox placement success.
• Merge Tokens: Dynamic placeholders in communications (e.g., {{FirstName}}).
• Email Domains: is the part of an email address that comes after the “@” symbol
• Soft bounce: your message encountered an error and was not fully delivered. Future messages to this recipient may succeed. (i.e. mailbox full, account disabled, exceeds quota, out of disk space, relaying denied)
• Hard Bounce: your message encountered an error and was not delivered. Future messages to this recipient will fail (i.e. user unknown, mailbox not found, etc…)
• Clicks: users who clicked within the email
• Views: unique users who viewed the sent email
• Conversion: count of delivery audience who took financial action
• Page Visits: amount of times users navigated to a web page that was within the email
• Media Channel: type of communication channel (email, SMS, mail)
• Complaints: users who reported the email as spam via their email service provider (ESP)
• Date Created: date the transaction was created inside CharityEngine
• Dedicated Sending Domain: Only your organization uses it, improving brand recognition and email deliverability. This is maintained by your organization.
• Shared Sending Domain: Used by multiple CharityEngine clients and the reputation is managed by CharityEngine
• Audience: represents the total recipients that received your initiaitive after cleansing activities removed invalid data, duplicates, deceased contacts, inactive contacts, user opt-outs, and blacklisted emails.
• Data Source: where your audience population is being created

Events

• Event: organized activity controlled by the organization
• Ticket Types: Configurable options for event tickets.
• Registration: Record created when someone completes the registration process for an event.
• Location: Specific locations tied to an event.
• Session: Different areas of admission or breakout options for events.
• Speaker: Contacts scheduled to be speakers for an event.
• Volunteer Post Types: Configurable types for volunteer posts.
• Volunteer Posts: Areas and/or time slots for assigning volunteers.
• Auctions: fundraising events where items or experiences are offered for bid, allowing donors to compete and contribute funds to the organization.
• Roster & Seating: management of attendees and their assigned seats for an event
• Sponsors: individuals, organizations, or businesses that provide financial or in-kind support for an event, campaign, or program.
• Auctions Winners: contacts who have successfully won an auction item by placing the highest bid.
• Auction Items: goods, services, or experiences offered for bid during an auction event.
• Grassroot Events (also called Third-Party Fundraising Events): fundraising events organized by supporters or volunteers on behalf of your organization, rather than directly by your staff.

Online

• Website: organization’s online presence managed through the platform, used to share information, host web forms, promote campaigns, and engage donors.
  • CMS: (Content Management System) is the component of the website that allows you to create, edit, and manage all web content—including pages, forms, images, and text—without needing to write code.
  • Web Page
• Webform: individual page on your website that presents information, campaigns, events, forms, or other content to visitors.
• Peer-to-Peer (P2P): A fundraising model where volunteers and supporters create personal fundraising pages.
• Dashboard: Interface for managing personal fundraising pages and online aspects of fundraising.
• Promo Code: unique alphanumeric code that can be applied to online forms, event registrations, or product purchases to provide a discount, special access, or other promotion.
• Shopping Cart: feature that allows donors or supporters to select multiple items, tickets, or donations on your website before completing a single checkout transaction.
• Product: tangible or intangible item offered for sale through your organization’s website or events, often tied to e-commerce, event registrations, or merchandise.
• Constituent Portal: secure online area where supporters, donors, or members can access and manage their personal information, donations, memberships, and event registrations, and tax documentation.
• Embeddable Widget: small, configurable pieces of code or content that can be placed on external websites to capture donations or list sign-ups
• Ecards: digital greeting cards that supporters can send to others, often to commemorate a donation
• Vanity URL: custom, easy-to-remember web address created for a specific application and typically mirrors an organization’s URL
• App Domains: web domains registered and managed within the platform that host your organization’s webforms, donation pages, events, and other online applications.
• Registered Domains: web domains that your organization owns and has formally registered, which can be connected to your CharityEngine account for hosting websites, forms, or email campaigns.
• Template: pre-configured layout for creating online forms, such as donation pages, event registrations
• Content: section within the website or form editor where you manage and edit all the textual, visual, and media elements that appear on a web page or form.
• Landing Page: dedicated web page designed to focus on a single campaign, event, donation drive, or call to action.
• Review Page: web page displayed before a supporter completes a form, donation, or registration, allowing them to verify and confirm their information and selections.
• Error Page: web page displayed to users when something goes wrong on a form, donation page, or website, such as a broken link, failed submission, or invalid URL.
• Success Page: web page displayed after a supporter successfully completes a form, donation, registration, or transaction.
• Alternate Pages: customized versions of standard web pages (like donation, registration, or form pages) that are displayed to specific audiences or under certain conditions.
• Button: clickable element on a web page or form that triggers an action, such as submitting a donation, registering for an event, or navigating to another page.
• Layout: structural design of a web page or form that determines how content, images, buttons, and fields are arranged visually.
• Form Sections: distinct groups or blocks within a form that organize related fields and content for easier navigation and clarity.
• Form Field: individual input areas on a form where supporters enter information or make selections.
• Field Mapping: process of connecting fields on an online form to the corresponding fields in the CharityEngine database.
• Validation: process of ensuring that data entered into a form field meets specific rules or criteria before it can be submitted.
• Display: how a form field, section, or page element appears to the user on a web page or form.
• Conditional Block: content block that shows predefined text to the user under certain conditions.
• Response Channel: response channel is a configurable option used to track how a contact engages with your organization or through which channel they interact.
• Default Fund: primary fund that a donation is applied to when no specific fund is selected by the donor or assigned by a form.
• Default GL Code: pre-assigned General Ledger code that a transaction is recorded under when no specific GL code is selected.
• Design: visual and aesthetic aspects of a web page, form, or campaign, including layout, colors, fonts, images, and overall branding.
• Header: top section of a web page or form that typically contains branding elements, navigation, and key information visible on every page.
• Footer: bottom section of a web page or form that typically contains supplementary information, links, and branding elements.
• Hex color: six-digit code used to define a specific color in web design for pages, forms, buttons, or other elements.
• Acknowledgement/receipt email: automated email sent to supporters to confirm and thank them for a donation, registration, or other contribution.
• Donor: the email the donor receives upon form submission
• Internal: email an internal contact can receive when a form is submitted