Documentation Index
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Open Advocora

Welcome

Getting started

Your dashboard
Finding your way around
Your account & profile

Contacts

Overview
Find a contact
Add a contact
Manage a contact
Donor status
Bulk actions & export

Gifts

Overview
Record a gift
Edit, refund & delete
Recurring gifts
Donor self-service

Events

Overview
Create an event
Ticketing & tiers
Publish an event
Registrants & check-in
Add-ons
Public page & emails

Email marketing

Overview
Campaigns
Templates
Lists & segments
Analytics
Media library

Forms

Overview
Donation forms
Subscribe forms
Membership forms
Embedding forms

Queries

Build a query
Bulk actions

Reports

Overview
Run a report
Export & schedule
Report catalog

Data management

Overview
Lookup tables
Contact merge
Subscriber match
Gifts match
Event match

Settings & admin

Overview
Organization profile
Team & roles
Payments
Sending domains
Integrations
Memberships

Settings & admin

Memberships & tiers

Define membership tiers—price, billing interval, and member limits—then enroll supporters through enrollment forms.

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