GiveDirect Video Tutorials
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Help Guide
Video Tutorials
Articles
Case Studies
Help Guide
Getting Started
Account Settings
Manage Your Transactions
Manage
Recurring
Recurring Payment
Policies
Manage Campaigns
Deposits
Employer Match Donations
One Click Reports
Donor's Portal
Security
General Platform Policies
Articles and Case Studies
Video Tutorials
Videos
Control Panel Overview
Control Panel Overview
Discover the most frequently used features and how to get around in your Control Panel
Transaction vs Recurring Payment
The difference between Transaction and Recurring Payments
There is a difference. Learn more here!
Transaction Reports
One-Click Reports
These are reports used the most frequently or on a recurring basis. Learn how to access and here.
Create a Custom Search
Learn how to select transactions and download the into a CSV report.
Create Custom Transaction Reports
Learn how to taylor your reports to your needs.
Manage Your Transactions
Learn how to use the Transaction Reports area of your CP.
Recurring Payments
Update Payment Details
Learn how to change your donor's contact info, donation amount or payment information.
Cancel a Recurring Transaction
Learn how to cancel a donor's recurring payment.
Campaign Forms
Embed A Form
How to embed a GiveDirect payment form into a Wordpress web site.
Add a Custom Drop-Down Menu
Fill-in fields, check boxes, and drop-down menus. Learn how to add and customize these fields.
Adding a Fundraising Progress Bar
An easy and convenient way to track the amount of funds raised for your campaign.
Duplicate a Fundraising Form
Do you have a form already customized? Don't re-do it, duplicate it!
Create a Custom Email Receipt
Email your donors your own personalized email text once their transaction is processed.
Donor's Portal
Donor's Portal
Your donors have their own portal with which to manage their own recurring donation.