CallOut

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Cards

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Donation (Fundraising)

The Fundraising Module is where you control contribution forms. Here, you can create, edit, and delete forms, group them into campaigns with goals and graphics, view and export fundraising statistics, and manage recurring donations.

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Email (Mass Mailer)

The Mass Mailer Module is where you control mailing and mailing templates. Here, you can create, edit, delete, and send mailings, view detailed statistics for mailings and list subscriptions, and manage templates.

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Events

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Expression Engine

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Formbuilder

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General

General Non-Module-Specific help articles.

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Knowledge Base

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Library (File Uploader)

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Mass Mailer

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People (Constituents)

The Constituents Module is your primary source for managing your constituents' data. Here, you can search for and edit constituent information, group constituents, create top-level custom data fields, and bulk upload constituents.

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Personal Fundraising (Outreach)

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Reporting

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Search

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Share

The Share Module is where you manage share pages (also known as tell-a-friend or invite forms). Here, you can create, edit, and delete and view their statistics.

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Shortcuts

The Shortcuts Module allows you to create, edit, and delete system-based shortcuts.

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Signup

The Signup Module is where you manage signup forms. Here, you can create, edit, and delete forms, and group them into campaigns with data feeds.

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User Management

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Wrappers & Pages

The Wrappers and Pages Module lets you control the look and feel of system-based pages as well as static HTML pages.

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