Core ActBlue
Support guides for campaigns and organizations using the Core ActBlue solution to fundraise.
Applying for a New Fundraising Dashboard
Getting Started with Your Core Dashboard
- Getting to Know Your ActBlue Fundraising Dashboard
- Managing Your Personal Account Settings and Security
- Providing Your Campaign or Organization's Contact Information
- Understanding Your Overview Tab
- Understanding Your Contribution Search Tab
- How do I set up direct deposit?
- How do I set up email alerts for contributions?
Managing & Granting Access to Your Core Dashboard
- How do I add or remove a user from my fundraising Dashboard?
- How do I gain access to an existing fundraising Dashboard?
- How do I enable user-specific roles and permissions?
- I have access to a fundraising Dashboard and an ActBlue Express account - how do I access my personal donation history?
- My campaign or organization's leadership is changing hands - how do I transfer ownership of our Dashboard to another user?
Creating & Managing Core Contribution Forms
Managing Grassroots Fundraising for Core Donors
Working with Core Contribution Forms
- Using the Form Editor
- Creating and Applying Brandings
- How do I generate a QR code for my contribution form?
- Using the Custom URL Builder
- Using the Snippet Feature for Conditional Content
- Embedding a Video or Livestream on a Contribution Form
- Adding Information Below Contribution Rules
- Customizing Email Blurbs
- Tandem Fundraising
- Refcodes
- Using HTML on Contribution Forms
- WordPress Plugin for Nonprofits Using Embeddable Forms and Buttons
- Texting Opt-In
- Embeddable Forms & Buttons
- Sending & Evaluating Contribution Forms
- How do I enable Venmo on my contribution forms?
- Customizing Thanks Messages And Receipts For Individual Forms
Core Contribution Form Features
Selling Tickets & Merchandise with Core
Refunding & Managing Core Contributions
- Can donors contribute to my campaign or organization using Donate by Bank (ACH)?
- How will I receive my donations?
- How can I prevent a donor from exceeding their contribution limit to my campaign?
- Why isn't my donor's recent contribution appearing on my Dashboard?
- How can I request a check or get my money faster?
- How do I issue a refund for a donor?
- How do I cancel a donor's recurring contribution?
- Why do I see a deficit disbursement or negative balance on my account?
- Can I transfer my campaign or organization's recurring contributors to another recipient?
Reporting & Accessing Your Core Fundraising Data
Signing In & Using 2FA in Core
- Why am I being asked for a one-time password code (OTP) when I sign in?
- Can I sign into ActBlue with my Google account?
- What is two-factor authentication (2FA) and how do I enable it?
- How can I require 2FA for all users on my Dashboard?
- I'm locked out of my 2FA. How do I reset it?
- How do I switch my 2FA device?
Managing Your Merchant Account in Core
- Merchant Account Provider Information (Stripe)
- Overview (Stripe)
- Stripe Merchant Account Settings
- Reconciliation Guide (Stripe)
- Payout Schedule (Stripe)
- Fees (Stripe)
- Payment Types (Stripe)
- Stripe Requirements and Setup
- Merchant Account Provider Information (Vantiv)
- How Will My Account Be Structured?
Activating & Managing Express Lane in Core
Fundraising Strategy in Core
- Getting Started with Call Time
- Getting Started with ActBlue CRM
- Making A/B Testing Work For You
- Create a Branded Form in Five Simple Steps
- Email 101: Getting Started with Fundraising Emails
- Writing Compelling Fundraising Emails
- Making the Ask: Best Practices for Donation Asks
- Building Your Recurring Donor Program
- Why You Should Ask For Recurring Donations
- “Bump Your Recurring” links
- Updating your online presence
Integrations & Analytics in Core
Other Core FAQ
- ActBlue Account Use Policy
- How do I deactivate my ActBlue entity?
- TargetSmart Data Use Addendum
- How ActBlue audits and protects donations on our platform
- Membership Program Standards
- Legal Defense Fund Standards
- Matching Program Standards
- Guidelines for Using ActBlue's Name
- Protecting Against Impersonation and Unauthorized Use
- Image Vetting and Consenting
- Why was my banking information rejected?
- Post-Election Account Guide
- For Press
- Are you hiring?
- Nominee funds
- Draft funds
- Why was Entry Mode disabled?
- What payment options are available to my donors on ActBlue?