GiveDirect Video Tutorials
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Help Guide
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.