User Guides

Enrolling in the BCC Email
Per our UWCG's BigRiver Internal Meeting , we are BCCing all campaigns to donorservices@(insert email URL here) “for the record” so UW can see everythi...
Thu, 15 Nov, 2018 at 9:30 AM
How to pull a participation report via Segments
1. Log into your admin account 2. Choose the Segments tab on the right then run a search for the appropriate account you are looking for:   3. Open the ...
Wed, 21 Nov, 2018 at 12:16 PM
Clearing a payroll pledge
1. From the transactions tab, go to the top right search bar and look up the person's transaction you want to clear 2. Once you've found that per...
Wed, 5 Dec, 2018 at 10:32 AM
ECM or AD Impersonates Employee (To help make a pledge on their behalf)
1. While in your production page, choose the contacts tab on the left hand side. 2. Once your contacts page opens, go to the top right and search for the p...
Thu, 13 Dec, 2018 at 11:47 AM
Running a Locked Out Review Report
1. Go to User Accounts 2. Once your view starts, choose the columns button to open which columns you need to choose: 3. First, remove all columns to ...
Fri, 7 Dec, 2018 at 2:41 PM