Navigating the Dashboard

The WeGive V2 dashboard uses a two-tier sidebar navigation system. The main sidebar on the far left shows your primary sections as icons, and hovering or clicking any icon opens a flyout panel with its sub-pages. Settings opens as a full secondary panel rather than a flyout. This guide covers every section and what you'll find inside.

Some sections and sub-pages are only visible to certain roles. We've noted role restrictions where they apply.

Home

Your landing page. Shows a real-time operations view across donations, supporters, tasks, messaging, and campaigns. The Home tab is organized into independent widgets — each loading its own data — covering recent donations, today's payouts, task queue health, upcoming messages, active campaigns, and more. See the Home Tab Guide for a full breakdown of every widget.

Supporters

Your donor database.

• All Supporters — Search, filter, and manage your complete supporter list. View individual profiles with giving history, engagement activity, tags, and custom fields.

• Individuals — Filtered view of supporters who are individual people (as opposed to organizations).

• Companies — Filtered view of supporters that are companies or organizations, useful for managing corporate giving relationships.

• Households — Group supporters into households to see combined family giving and manage household-level communications.

• Tags — Create and manage tags to categorize and segment supporters.

Giving

Your financial hub for tracking all money movement.

• Payments — Every donation and payment processed through WeGive, with filtering and search.

• Recurring Plans — View and manage all active, paused, and cancelled recurring donation plans.

• Pledges — Track pledge commitments and their fulfillment progress.

• Payouts — Track payment processor payouts to your bank account.

Campaigns

Everything related to your fundraising campaigns, events, and peer-to-peer fundraising.

• Campaigns — View, create, and manage your fundraising campaigns. Each campaign can have its own goal, timeline, designations, and associated checkout forms.

• Events — Create and manage ticketed events with dates, locations, ticket types, and capacity limits.

• Fundraisers — View and manage fundraisers tied to your campaigns.

• P2P Fundraisers — View and manage active peer-to-peer fundraiser pages created by your supporters.

Communications

Your communication and donor engagement toolkit.

• Messages — Create, schedule, and send email communications to your supporters.

• Journeys — Build multi-step automated engagement sequences (e.g., a new donor welcome series).

• Communication Lists — Create and manage segmented mailing lists.

• Conversations — View and manage two-way conversations with supporters.

Elements

Your donor-facing fundraising tools — the forms and pages supporters interact with.

• Checkouts — Your donation forms. Customize amounts, payment methods, branding, custom questions, and thank-you experiences. Your default checkout is called "Primary Giver Checkout."

• A/B Tests — Run split tests between two checkout configurations to see which performs better.

• Forms — General-purpose forms for collecting information from supporters (separate from donation checkouts).

• Pledge Templates — Configure templates for pledge commitment forms where donors can promise future gifts.

• P2P Templates — Configure templates for peer-to-peer fundraising pages that supporters can create on your behalf.

Portal

Control the donor-facing portal experience and the impact content shown to donors.

• Impact Stories — Publish stories and updates that appear on the donor portal.

• Impact Numbers — Create visual impact metrics to share with donors (e.g., "Your $50 feeds a family for a week").

• Profile Settings — Configure the donor portal profile experience.

Reporting

Your analytics and data export hub.

• Revenue — Reports on donation revenue, trends, and totals.

• Engagement — Calendar View of supporter engagement activity.

• Exports — Download your data as CSV files.

Settings

Access your account-wide configuration from the gear icon at the bottom of the sidebar. Settings opens in a full secondary panel with a search bar and labeled subheaders that group related items.

Your Preferences

• General — Your personal account info.

• Notifications — Manage which notifications you receive.

Organization

• Organization — Legal name, DBA, EIN, address, timezone, and other organization-level details.

• Installation — Custom domain setup and SSL certificates.

• Team — Invite members and manage roles.

• Billing — Manage your WeGive subscription and billing details.

Payments & Processing

• Payment Settings — Payment processor configuration (WeGive, Stripe, PayPal).

• Payout Items — Configure how items appear on payouts.

Communications

• Email Settings — Custom email domain authentication and sender addresses.

• Email Templates — Build reusable email templates for consistent branding.

• Phone Numbers — SMS phone number management.

• RSS Feeds — Manage RSS feeds used for RSS-to-email content.

• Variable Fallbacks — Set default values for personalization variables (e.g., if a donor's first name is missing, use "Friend" instead).Triggers — Configure automated actions that fire based on events (e.g., send an email when a donor makes their first gift).

• Trigger History — See when automated triggers have fired and what actions they took.

Email Health

• Bounces — Monitor bounced email addresses.

• Complaints — Track spam complaints.

• Unsubscribes — View donors who have unsubscribed from communications.

• Whitelist — Manage your email whitelist for delivery exceptions.

Data & Customization

• Custom Fields — Define custom data fields for donor records.

• Imports — Upload CSV files to bulk-import donors, transactions, and recurring plans.

• Redirects — Manage URL redirects.

• Files — Manage uploaded files and documents.

• Merge Records — Deduplicate and merge donor records.

• Donor Logins — View and manage donor portal login credentials.

• Deletion Requests — Process GDPR and donor data deletion requests.

Integrations

• Integrations — Connect and configure CRM integrations (Salesforce, Bloomerang, Virtuous, Neon, etc.).

• Integration Logs — Monitor sync activity and troubleshoot integration issues.

• Integration Locks — Manage record locks that prevent sync conflicts.

Reporting

• Annual Tax Statement — Configure annual tax statement generation for your donors.

• Scheduled Exports — Set up recurring automated exports.

Developer

• API — Manage API keys and developer access.

• Audit Logs — View a detailed log of all changes made in the dashboard.

Navigation Tips

• Hover to expand: The flyout panel appears when you hover over or click a main section icon. Move your mouse away to collapse it.

• Active section highlighting: The sidebar highlights your current section and page so you always know where you are.

• Settings opens differently: Unlike the other sections, Settings opens in a full secondary panel with a search bar at the top and clearly labeled subheaders.

• Role-based visibility: If you don't see a section listed above, it may be restricted to a different role. The dashboard automatically hides sections and individual pages you don't have access to. Check with your Admin if you need access.