Find the answer to any question, from the basics all the way to advanced concepts.
- How to use or publish a signup page?
- How to change the wording of a code on a signup page
- How to add volunteer (or other) codes to a signup page
- How to customize the look (CSS) of your SignUp pages
- 2 Approaches to Volunteer Pages
- Intro to sign-up pages
List & Reports
Bugs and Enhancement Requests
- ActBlue integration, how to get started
- I've connected by ActBlue account to BlueUtopia, now what?
- How to add a Facebook donate page
- Entering a credit card donation from a remit envelope with no email address
- What to do if you receive a credit card donation on a remit envelop
- Authorization Policy
- Enter a loan payment
- How to get a list of contributions
- Search for contributions
- How to add a bank (organization)
- How to edit an existing batch
- Get a person's Largest contribution
Users and Passwords
- What happens when more than one person uses a single user account?
- What is a general-use account?
- What is a Supported User?
- How do I change a user's permissions?
- How do I change my password?
- New user cannot sign-on
- Where can I find my past invoices (statements)
- How is supported-user pricing is calculated
- Authority Level
- What is my user number?
- What is my account number
- Subscription Agreement
Importing and Managing Data
- How to import from LinkedIn
- How to get missing records onto our email opt-in universe?
- How to merge duplicate records (in mass)
- How to mass-edit (or delete) by ID
- Formatting your data for import
- How to mass delete records
Advanced Website Customizations
Tech, APIs & Other Nerdy Stuff
- How to manually opt someone out of an email
- How to create Spanish accent marks within email
- If a person opts-out of our emails, can we still email them?
- How to copy and paste without formatting
- Change the email header or banner
- What does deferred email status mean?
- Mark someone as Do Not Contact
- How to add a report to the main dashboard
- How to link household records
- What browsers are okay to use?
- Getting a list of volunteers
- How can I modify records, based on Original Source?
- How to add a memo entry
- How to obtain an FEC electronic filing password
- How to manually upload an FEC report
- How to report CC payments to the FEC
- How to set up and file an F3X for a Hybrid PAC
- What is a Hybrid PAC?