Step 2: Using Your Dashboard

The Dashboard is your central organizing station for all things online fundraising with ActBlue. It contains all of the important tools and information that you’ll need to run your program. We’ll go through each important section of the Dashboard and explain the basic functions, including how to grant access to other staffers and access your donor information.

ACCESSING YOUR DASHBOARD

When you’re logged in to ActBlue you’ll see the My Dashboards tab in the upper right-hand corner.

Clicking My Dashboards will bring you to a menu on the left-hand side of your screen where you’ll be able to easily navigate to your group’s page.

If you’re working with multiple groups on ActBlue, you’ll see a list of the campaigns or committees you have access to, and you’ll be able to toggle between them.


You can also choose to click the arrow at the right of each campaign or organization to see a list of that group’s contribution forms. 

METRICS

This is the home section of your Dashboard -- here, you can analyze all of your fundraising data and create new contribution forms. You can also create event or merchandise forms here.

You can view fundraising data from the last week, month, year, or any customized length of time. You can get to know your donors and make smarter decisions by tracking how many people used ActBlue Express, PayPal, or a mobile device when donating. Everything is tracked in real-time so you can make faster decisions when it comes to your fundraising program.

RECURRING

This page will help your team track your recurring donations.

There are a lot of benefits to a recurring program, but the main one is more money. That’s because donors can chip in a small amount each month, rather than making a large upfront contribution. It also means that you’ve got a good sense of what the next round of fundraising might look like at your organization. You’ll be able to see a projection of how much you’ll bring in each month, which will allow for better monthly budgeting decisions.

Check out this page for a more detailed breakdown of everything you can learn from your team's Recurring page. And check out our guide to building a recurring contribution program, which includes our visualization features to help you evaluate your recurring program.

FORM MANAGEMENT

Here you can access your campaign or organization’s forms all in one convenient place.

They’re listed in descending order by default, starting with the most recent form that was created. Click on any of the headers to sort the forms the way you’d like.

This list shows your form names (or slugs), the number of contributions they received, the amount of money they raised, and whether or not you chose to brand your forms. You can also duplicate a form from this page, with just the click of a button.

Further, if you want to hide a form, just hit the Archive button in orange at the right of the table.

If you choose to archive a form it can no longer be viewed, which also means it can no longer receive contributions or be edited, but you can revive a form if you need to. You can read more about archiving forms here.

Here, you also have the option to Download a contribution form CSV report. This report will give you a detailed breakdown of your contribution forms, including how much they raised and the forms’ titles.

Finally, you can search for a specific form by page name. Simply type in the name you gave your form in the box at the upper right-hand corner of the table.

You can also use this tab to assign default settings to your contribution forms. Follow this link to learn more about adding default settings to your forms.

SETTINGS

You can update your team’s contact information in the Settings section. The address listed here will be the same place we send your checks, which means it’s extremely important that it’s always up to date. We want to make sure you get your money!

USER ACCESS

Great fundraising comes from a great team! You can add team members to your account in the User Access tab.

Just type in your colleague’s email address and click “Grant Access.”

If that person doesn’t have an ActBlue account yet, we’ll send them an email with instructions for creating one. Users who already have an ActBlue account will be able to see your campaign or organization's Dashboard the next time they login. Click “Remove User” to revoke access.

EMAIL ALERTS

You can set up alerts for contributions or refunds over a certain amount in your Email Alerts tab.

Just click “new campaign alert.”

Enter the threshold for receiving an alert, and choose whether the alert is for contributions or refunds. Although it might be tempting to hear from us about every donation or refund, we recommend choosing a relatively high number so you won’t be inundated with emails.

Finally, you’ll have the option to subscribe a third-party ActBlue user (someone working with your team who might not need full access to your Dashboard) to your contribution or refund alerts. If you choose to do so, they’ll start receiving emails, but won’t be granted access to your ActBlue account.