User Guides

Step by step guidance for some common functions. These are being developed on an ongoing basis and your input is welcome! Want a particular user guide? Have a question not answered? Let us know!

COMMUNITY (basic) - User Guide
Step by step instructions for constituents to help them set up COMMUNITY fundraisers to help you hit an organizational fundraising goal.
Tue, 12 May, 2015 at 3:14 PM
Marketplace - Donate Page - User Guide
Step by step instructions to guide you through the process of creating a basic donate page.
Tue, 12 May, 2015 at 3:16 PM
Recurring and Installment Gifts - Setup & Management
Big River's recurring and installment giving module fully simplifies the deployment and management of a recurring giving program: Recurring gifts can...
Wed, 20 Mar, 2019 at 1:45 PM
Social Media & SEO Settings
Big River allows you to engage your supporters to share your pages on social media to get your desired message intothe social channels of your supporters. L...
Wed, 3 Jan, 2018 at 1:05 PM
Email Marketing (Solicitations)
This guide is intended to define the elements of the Big River Email Marketing module and provide step-by-step instructions for the creation of a solic...
Fri, 25 Mar, 2016 at 11:02 AM
Kindful Integration
Big River's integration with Kindful allows Big River transactions to automatically import to your Kindful account. To set up Kindful integrati...
Thu, 8 Sep, 2016 at 3:04 PM
How to Add a Member User an Admin
You can add additional users to your Big River account.  There are two major types of users: Admins - users with read-write access to all items in the sys...
Wed, 6 Feb, 2019 at 2:19 PM
Giving Catalog Overview
Your Giving Catalog allows you to create compelling, timely appeals that support your organization, and to publish them using best practices from eC...
Wed, 3 Jan, 2018 at 10:11 AM
Adding Categories and Items to your Catalog
Your catalog contains the list of top-level categories. They help to define item groupings to make it easy for a user to find what he/she is looking for. A ...
Wed, 3 Jan, 2018 at 12:32 PM
Extending the Data Model of Items, Catalogs and Contacts using Custom Fields
Custom fields are used to collect specific information during a transaction. Available custom fields include: Checkbox Text Area (i.e., a comment box...
Thu, 21 Sep, 2017 at 7:53 PM