# Advocora Help Center

> Guides and how-tos for Advocora — the advocacy CRM for nonprofits. Manage contacts, gifts, email campaigns, forms, and more.

## Docs

- [Add a contact](https://docs.advocora.io/contacts/add-a-contact.md): Add a household, organization, or foundation with the guided New Contact wizard.
- [Bulk actions & export](https://docs.advocora.io/contacts/bulk-actions.md): Tag, subscribe, or export many contacts at once.
- [Donor status](https://docs.advocora.io/contacts/donor-status.md): How Advocora automatically labels each contact as an active donor, inactive donor, or non-donor.
- [Find a contact](https://docs.advocora.io/contacts/find-contacts.md): Search and filter your contact list to find exactly who you need.
- [Manage a contact](https://docs.advocora.io/contacts/manage-a-contact.md): Edit details, manage people, record gifts and touches, and keep tags and notes up to date.
- [Contacts overview](https://docs.advocora.io/contacts/overview.md): Contacts are the heart of Advocora—every supporter you work with, all in one place.
- [Merge duplicate contacts](https://docs.advocora.io/data-management/contact-merge.md): Find suggested duplicate contacts and combine them into one record, keeping all their history.
- [Reconcile event buyers](https://docs.advocora.io/data-management/event-match.md): Link public event registrations and auction wins to the right contact, and backfill the missing gift.
- [Match imported subscriptions](https://docs.advocora.io/data-management/gifts-match.md): Connect recurring subscriptions imported from Stripe to the right contact, turning them into recurring gifts.
- [Lookup tables](https://docs.advocora.io/data-management/lookup-tables.md): Maintain the shared lists that power dropdowns across Advocora—tags, collections, gift designations and accounts, custom fields, and more.
- [Data management overview](https://docs.advocora.io/data-management/overview.md): The tools that keep your data clean and connected—lookup lists, duplicate merging, and matching incoming records to the right contacts.
- [Match subscribers to contacts](https://docs.advocora.io/data-management/subscriber-match.md): Link form submissions and email-provider subscribers to the right contact—or add them as new ones.
- [Email analytics](https://docs.advocora.io/email/analytics.md): See open rates, click rates, and engagement totals across your campaigns.
- [Build & send a campaign](https://docs.advocora.io/email/campaigns.md): Use the five-step wizard to design an email, choose recipients, test it, and send now or schedule for later.
- [Lists & segments](https://docs.advocora.io/email/lists-and-segments.md): Build audiences two ways—hand-picked lists you curate, and rule-based segments that update themselves.
- [Media library](https://docs.advocora.io/email/media-library.md): Upload, edit, and organize the images used across your emails, forms, and pages.
- [Email marketing overview](https://docs.advocora.io/email/overview.md): Build and send email campaigns, save reusable templates, organize your audiences, and track how every send performs.
- [Email templates](https://docs.advocora.io/email/templates.md): Build reusable email designs with the drag-and-drop editor—for newsletters and for automatic transactional emails like receipts.
- [Event add-ons](https://docs.advocora.io/events/add-ons.md): Optional tools you can switch on per event: sponsors, expenses, an auction, and volunteer coordination.
- [Create an event](https://docs.advocora.io/events/create-an-event.md): Start a draft event—set the name, date, venue, free or paid ticketing, gift defaults, and which add-ons you'll use.
- [Events overview](https://docs.advocora.io/events/overview.md): Plan galas, 5Ks, town halls, and auctions—sell tickets, collect RSVPs, and track every dollar in one place.
- [Public page & emails](https://docs.advocora.io/events/public-page-and-emails.md): Design the public registration page, embed it on your website, and customize the confirmation, reminder, and thank-you emails.
- [Publish an event](https://docs.advocora.io/events/publish-an-event.md): Take your event live after it passes the pre-flight checks—and take it offline again when you need to.
- [Manage registrants & check-in](https://docs.advocora.io/events/registrants.md): See who's coming, add registrants by hand, resend confirmations, export the list, and check people in at the door.
- [Ticketing & tiers](https://docs.advocora.io/events/ticketing.md): Create ticket tiers with prices and capacities, and add merchandise as optional checkout add-ons.
- [Donation forms](https://docs.advocora.io/forms/donation-forms.md): Build a branded donation page with suggested amounts, recurring options, fee coverage, and compliance fields.
- [Embedding forms on your site](https://docs.advocora.io/forms/embedding.md): Drop any donation, subscribe, or membership form into your own website with an auto-resizing snippet, and control which sites may embed it.
- [Membership enrollment forms](https://docs.advocora.io/forms/membership-forms.md): Let supporters join a membership tier and pay online, with receipts and renewal reminders handled for you.
- [Forms overview](https://docs.advocora.io/forms/overview.md): Public-facing forms that collect donations, newsletter signups, and memberships—hosted by Advocora or embedded on your own site.
- [Subscribe forms](https://docs.advocora.io/forms/subscribe-forms.md): Collect newsletter signups and add subscribers straight to your email lists—no payment required.
- [Your dashboard](https://docs.advocora.io/getting-started/dashboard.md): The home screen that greets you at sign-in—your day's giving, donors who need attention, and the health of your supporter base at a glance.
- [Finding your way around](https://docs.advocora.io/getting-started/navigating.md): A tour of the sidebar, the account menu, and the personal display settings that let you tailor how Advocora looks.
- [Your account & profile](https://docs.advocora.io/getting-started/your-account.md): Update your personal details, change your password, turn on two-factor authentication, and set the address your thank-you emails come from.
- [The donor self-service portal](https://docs.advocora.io/gifts/donor-portal.md): A secure link that lets donors change their recurring gift amount, update their card, or cancel—without contacting your team.
- [Edit, refund & delete gifts](https://docs.advocora.io/gifts/manage-gifts.md): Correct a gift's details, issue a full or partial refund through Stripe, delete a gift, or export your filtered list.
- [Gifts overview](https://docs.advocora.io/gifts/overview.md): Every recorded contribution and recurring subscription across your contacts, with running totals and powerful filters.
- [Record a gift](https://docs.advocora.io/gifts/record-a-gift.md): Log a one-time contribution against any contact, with the right designation, account, and an optional emailed receipt.
- [Recurring gifts](https://docs.advocora.io/gifts/recurring-gifts.md): Track and manage ongoing subscriptions—amount, frequency, status—including gifts managed through Stripe.
- [Advocora Help Center](https://docs.advocora.io/index.md): Guides and how-tos for Advocora, the advocacy CRM built for nonprofits.
- [Build a query](https://docs.advocora.io/queries/build-a-query.md): Find exactly the contacts, individuals, or gifts you need by combining filters—then save the query to reuse it.
- [Take action on query results](https://docs.advocora.io/queries/bulk-actions.md): Apply tags, collections, notes, list membership, and more to everyone a query returns—in one move.
- [Report catalog](https://docs.advocora.io/reports/catalog.md): Every report Advocora offers, grouped by category, with a one-line description of what each one shows.
- [Export & schedule reports](https://docs.advocora.io/reports/exporting-and-scheduling.md): Download any report as PDF or CSV, email a copy, and set up recurring automated delivery to your team.
- [Reports overview](https://docs.advocora.io/reports/overview.md): Pre-built reports across giving, recurring, memberships, events, people, and more—ready to read, export, and schedule.
- [Run & filter a report](https://docs.advocora.io/reports/running-a-report.md): Open a report, set the time window and comparison, narrow it with filters, and read the tiles, charts, and tables.
- [Integrations](https://docs.advocora.io/settings/integrations.md): Connect Mailchimp or Constant Contact to sync list members and pull engagement back into Advocora.
- [Memberships & tiers](https://docs.advocora.io/settings/memberships.md): Define membership tiers—price, billing interval, and member limits—then enroll supporters through enrollment forms.
- [Organization profile](https://docs.advocora.io/settings/organization.md): Set your organization's name, logo, EIN, address, contact details, and time zone.
- [Settings overview](https://docs.advocora.io/settings/overview.md): Where administrators configure the organization—profile, team, payments, sending domains, integrations, forms, and memberships.
- [Payments & Stripe](https://docs.advocora.io/settings/payments.md): Connect a Stripe account so you can accept donations, ticket sales, and memberships—and manage default receipt templates.
- [Sending domains](https://docs.advocora.io/settings/sending-domains.md): Verify your own domain so campaigns and receipts come from your address—and land in inboxes, not spam.
- [Team & access](https://docs.advocora.io/settings/team-and-roles.md): Invite teammates, set what each person can do with roles, and manage two-factor and account status.