About Gratona Gratona feature overview Gratona concepts and key terms

Launch your first program or campaign

Workspace setup

Dashboard & navigation

First-time setup

Fundraising playbooks

Donor engagement strategies Fundraising strategies

Programs & campaigns

Recipients & designations

Donors, giving & sponsorships

Sponsorships & commitments

Gifts & recurring giving

Donors & households

Stewardship & donor intelligence

Stewardship Hub Wealth Insights Review a supporter's DAF giving and check an apparent decline

Communications & automations

Journeys & automations

Communication tools

Reports & insights

Data management best practices How do I bulk upload files? How do I export all the data in my account? How do I import data into my account? How do I import recipient photos? Update a donor's Stripe Customer ID with a CSV import

Integrations & administration

Notification Preferences Security Settings User Management Customization Options

Connected apps & integrations

Users, roles & access

Troubleshooting

Common Issues and Solutions

Common questions

Support resources

Developer platform

Code Examples ChatGPT App Connector Endpoints Upcoming Features Version History Authentication

Data Processing Addendum Terms of Service Privacy Policy Security measures Data retention and deletion Subprocessors

Dashboard & navigation

Learn the dashboard, sidebar, shortcuts, workspace menus, and daily starting points.

Dashboard

Navigation

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