How do I access the Fundraising Optimization Guide?

Overview

The Fundraising Optimization Guide provides key fundraising metrics to track performance and predict future growth. Here's how to access it. 

Step 1: Navigate to the Fundraising Management dashboard 

Open your EveryAction account and go to the Fundraising Management dashboard. 

Step 2: Locate the guide link 

Find and click on the link to the Fundraising Optimization Guide in the Fundraising Management top graph section. 

Alternative: Use the Sidebar search 

You can also search for "Fundraising Optimization Guide" using the Sidebar search function. 

What else do you need help with? 

• Understanding Fundraising Optimization Guide 
• How do I use the Increase Retention page? 
• How do I use the Upgrade Donors page?