Jump to Forgot your password?

Jump to Locked out of your account?

Jump to Home page

Jump to Help

Jump to List views

Jump to Editors

Jump to HTML Editing


Login

After you have signed up for a Big River account or been added as a user to an existing account you will receive an email containing an activation link. Once you click on that link you will be able to log in to Big River. If you are being added as a user to an existing account you will also receive a temporary password in your email. When you log in you will be prompted to set your desired password. 


! Passwords in Big River must be at least 8 characters long and include at least one uppercase character, one lower-case character, and a number or symbol.

! Logins time out after 15 minutes of inactivity.


Forgot your password?

If you forgot your password you can click on “Forgot Password” above the “Password” field to request a new one. Input the email address that you use with Big River to receive a temporary password that will enable you to log in. Once you have logged in you will be prompted to set your desired password.


! Your new password cannot match your previous four passwords.

! You have 5 chances to log in to your account. After that time, if you are unable to log in successfully your account will be locked and you will require help desk support to access your account.


Locked out of your account?

If you are locked out of your account contact support at help@gobigriver.com. Be sure to include your username or email address in your email. 



Home page

The first screen you see after logging in is usually the home page. The default home page shows, at a glance, your account’s historical and year-to-date performance, as well as links to your most recent transactions and contacts. Depending on your browser settings any text in blue will be a link to a detailed view of that item.



! You can choose to make certain reports or dashboards your home page. In that case the “Big River” link in the upper left corner of the page will take you to the default home page.


The left menu contains links to the main functions of Big River. Your tabs you see may be limited depending on the permissions assigned to your account:

  • Catalog - objects and functions to manage your giving catalog

  • Pages - objects and functions to manage landing pages

  • Events - objects and functions to manage events

  • Items - objects and functions to manage items in the system

  • Community - objects and functions to create and manage peer-to-peer and crowdfunding fundraisers

  • Contacts - takes you to your database of contacts

  • Organizations - takes you to a list of the organizations in your system

  • Transactions - takes you to a list of all the transactions in the system

  • Membership - takes you to a list of all the memberships in the system

  • Segments - takes you to a list of a group of contacts

  • Email - objects and functions which allow you to create, send and track targeted emails

  • Autoresponders - takes you to a list of email templates use for recurring payment communications and other automatic system emails

  • Content - objects and functions for creating custom page frames

  • Exports - manages the information needed to integrate Big River data with other programs

  • Insights - takes you to standard and custom reports, including the tools for managing scheduled reports



At the top right corner of the screen is a dropdown for functions related to your account:

  • Manage account - objects and functions to manage your Big River account

  • My Profile – objects and functions to manage your user profile

  • Log out – log out of Big River



Help

Also at the top right corner is the Help link. It will take you to the Big River support site where you can find User Guides like this one and answers to Frequently Asked Questions. You can also go here to open a support ticket.



List Views

List views of any type in Big River share a common layout and a number of common functions. 

Buttons contained near the page title above the header of the grid allow you to create a new line item or perform specific tasks related to the list you are viewing.

List items are generally displayed in the order created. The number of objects meeting the current search criteria appears in the list header. Controls at the bottom right side of the list allow you to page through the current list, 20 items per page. 

You can search for a specific record or records from all the items in the list by typing your desired search criteria in the “Search” field on the right side above the grid header.

You can sort the contents of any list by clicking on the arrows at the top of each column. Clicking additional times reverses the order of the sort.

You can view and edit basic properties of a record by clicking on the “Quick Edit” link which appears under the contents of the first column when you hover over a list item. 

You can view a list item in detail or edit it by clicking on the “Edit” link which appears under the contents of the first column when you hover over a list item. Some lists of objects will have additional links to common tasks or views.


The information that appears in a list may be modified by clicking on the icons in the upper left corner of the grid:

                Select columns to display in the list and set the desired order for display, left to right in the grid. The columns available to you may be limited based on the permissions assigned to your account.


                Filter which line items will appear in the list; multiple criteria may be selected. Clicking the ”Reset” button closes the filtering window.


                 Save a selected or filtered list for future use. Saved views are listed in the ”Views” dropdown in the upper left corner of the grid.


                 Export a CSV version of the list you are viewing to Excel




Editors

Editors of any object type in Big River share a common layout and a number of common functions.


Content for most objects are organized into tabs, found in the sidebar menu on the left side of the screen.  Each tab contains related data or controls. The controls allow you to edit the properties of the object.

At the bottom of the screen are buttons for performing specific tasks. All object types contain the following buttons:

  • Previous – save changes and go to the previous item in the list

  • Save and Exit – save changes and exit the editor

  • Save – save changes but do not exit the editor

  • Next – save changes and go to the next item in the list

  • Tasks – special tasks related to the type of object you are editing

  • Cancel – exit the editor without saving changes

The properties of an object consist of controlsControls may have hints describing how their content is used. The types of controls are: 

  • Single line of text

  • Checkbox

  • Multi-line text

  • Date/time with popup calendar

  • Rich text/HTML content

  • Image or file upload

  • Dropdown or search/suggestion box with additional controls (see below for more information)

  • Table of linked objects

Dropdown and search/suggestion boxes allow you to set the value of the property of an object by linking it to another object in Big River. Dropdowns contain all the objects of their class while a search/suggestion box searches for objects by name from the text you type in the box. 


Dropdowns and search/suggestion boxes may have additional controls attached to them:

                Create a new object. This will pop up a dialog box prompting you to enter property values for the new object. After saving the object you may be taken to a detailed edit page to make further property choices.

                     Edit the currently selected object. You may be taken to a detailed edit page to make further property choices.


                   Duplicate the currently selected object. You may be taken to a detailed edit page to make further property choices.




! Reuse

Often you will see a notice on an editor or popup dialog indicating that the object you are editing is used on more than one page. This is to remind you of a powerful feature of Big River – Reuse. Those objects which are used as properties of objects may in turn be used by multiple other objects. For example, a custom property such as an email header may be used as a property in many different email items. Reuse makes it very fast and easy to create new objects in Big River by reusing existing objects or properties. But it has the drawback that you may make unexpected changes across objects when editing the property. Keep an eye out for those alerts from Big River that objects are reused! 

If you have questions about reusing objects, contact support at help@gobigriver.com.



When the property of an object contains many sub-objects it is edited from a table. Objects will appear on the Big River form in the order in which they appear in the table.

Each object in the table may have control icons:

                    Pop up a quick edit dialog box with limited properties of the object


                    Open detailed editing for the object


                      Move the selected object to the top of the table


                    Move the selected object up one line


                    Move the selected object down one line


                    Move the selected object to the bottom of the table

     Remove the object from the table. This does NOT delete or archive the item from the Big River database.





At the bottom of the table are additional controls that will help you populate the table:

  • Create – create new objects to appear in the table. You may be taken to a detailed edit page to make further property choices for the new item.

  • Select Existing – Pop up a list of existing objects to choose from, or you can search for an item by name. By default, archived objects are excluded from the search but you may include them by checking the “Include Archived Items” checkbox in the Search dialog box.



HTML Editing

Most of the content in Big River, such as item descriptions, document templates and email content, is set up in HTML and can be edited using a common web-based HTML GUI editor. Common rich text formatting for text and paragraphs are available. The editor also supports copy and paste of text and images from your computer clipboard.

! Tip - Do not copy and paste from Microsoft Word or other document editors, as the HTML they generate is highly complex and may not appear in a browser or email client the way it appears in that product’s editor.

Big River supports common content as well as personalization of your content through merge tags such as contact information, transaction information, day and date, and user data. The “#{MERGE}” button displays a dropdown of supported Big River merge tags.

Best practice is not to use tables for item descriptions, as they will conflict with the responsive nature of the giving catalog and landing pages.

When inserting images best practice is to resize the image in an external image editor before inserting into the HTML editor. Email clients like Google mail will ignore any width and height attributes attached to an embedded image and will insert the image in its full size when delivering emails. 

To include video via YouTube, you must use the YouTube link instead of the YouTube embedded iframe. You can edit the raw HTML source code using the “Source” button on the HTML editor.



last updated 4/24/2020