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 ...
Thu, 11 Jul, 2019 at 8:15 AM
Getting Started: The Giving Catalog
Your giving catalog allows you to create compelling, timely appeals that support your organization and to publish them using best practices from e...
Mon, 30 Dec, 2019 at 11:04 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