# Gratona help center | Guides and support 
## Start here
- [About Gratona]: https://gratona.com/docs/about-gratona-myjil.md
- [Gratona feature overview]: https://gratona.com/docs/gratona-feature-overview-nlvzx.md
- [Gratona concepts and key terms]: https://gratona.com/docs/gratona-concepts-and-key-terms-zd1m4.md
### Launch your first program or campaign
- [Account Setup]: https://gratona.com/docs/account-setup-8y3w0.md
- [Campaign Setup]: https://gratona.com/docs/campaign-setup-19ti7.md
- [Website Integration]: https://gratona.com/docs/website-integration-tiywv.md
- [First Program Setup]: https://gratona.com/docs/first-program-setup-cthih.md

### Workspace setup
- [Quick Start Guide]: https://gratona.com/docs/quick-start-guide-w0pdo.md
- [Profile]: https://gratona.com/docs/profile-e0xsu.md
- [Email Settings]: https://gratona.com/docs/email-settings-zkbq6.md
- [Account Information]: https://gratona.com/docs/account-information-c4ud4.md
#### Payment gateways
- [Payment Gateways]: https://gratona.com/docs/payment-gateways-urftz.md
- [Flutterwave Setup]: https://gratona.com/docs/flutterwave-setup-ee6va.md
- [Authorize.net Setup]: https://gratona.com/docs/authorizenet-setup-023y8.md
- [QPayPro Setup]: https://gratona.com/docs/qpaypro-setup-9x3ho.md
- [PayPal Setup]: https://gratona.com/docs/paypal-setup-2qr0z.md
##### Stripe
- [Stripe Setup]: https://gratona.com/docs/stripe-setup-pow0v.md
- [Stripe webhook for legacy API keys]: https://gratona.com/docs/stripe-webhook-for-legacy-api-keys-f3joz.md


- [Authenticated Sending]: https://gratona.com/docs/authenticated-sending-06jr8.md

### Dashboard & navigation
- [Dashboard]: https://gratona.com/docs/dashboard-9rlgg.md
- [Navigation]: https://gratona.com/docs/navigation-ap1yy.md

- [First-time setup]: https://gratona.com/docs/first-time-setup-mhi2i.md

## Fundraising playbooks
- [Donor engagement strategies]: https://gratona.com/docs/donor-engagement-strategies-pmopl.md
- [Fundraising strategies]: https://gratona.com/docs/fundraising-strategies-dj1b6.md

## Programs & campaigns
### Recipients & designations
- [Recipients & designations overview]: https://gratona.com/docs/recipients-designations-overview-3pvga.md
- [File Management and Deleted-file History]: https://gratona.com/docs/file-management-and-deleted-file-history-nbeh0.md
- [Add Recipient]: https://gratona.com/docs/add-recipient-w5chi.md
- [Recipients Table]: https://gratona.com/docs/recipients-table-x8uwb.md
- [Set up attendance and enrollment for a program]: https://gratona.com/docs/set-up-attendance-and-enrollment-for-a-program-v8cky.md
- [Record attendance and enrollment for a check]: https://gratona.com/docs/record-attendance-and-enrollment-for-a-check-gbgpq.md
- [Report on attendance and enrollment]: https://gratona.com/docs/report-on-attendance-and-enrollment-drwv7.md
- [Import attendance and enrollment]: https://gratona.com/docs/import-attendance-and-enrollment-pzxu0.md
- [Review attendance history and follow up on exceptions]: https://gratona.com/docs/review-attendance-history-and-follow-up-on-exceptions-p58yz.md
- [Attendance and enrollment overview]: https://gratona.com/docs/attendance-and-enrollment-overview-vr3xq.md

### Events
- [Events]: https://gratona.com/docs/events-qbttz.md
- [Run Event-Day Check-In]: https://gratona.com/docs/event-day-check-in-72ell.md
- [Create and Configure Events]: https://gratona.com/docs/create-and-configure-events-9s8mv.md
- [Review Event Results and Follow Up]: https://gratona.com/docs/event-results-and-follow-up-u31fg.md
- [Manage Public Event Registration]: https://gratona.com/docs/manage-public-event-registration-oklr2.md
- [View an event guest's registration details]: https://gratona.com/docs/view-an-event-guests-registration-details-1xpgn.md
- [Keep event tickets out of tax summaries while including sponsorships]: https://gratona.com/docs/keep-event-tickets-out-of-tax-summaries-while-including-sponsorships-zu8ek.md

### Program setup
- [Program management]: https://gratona.com/docs/program-management-ywi5s.md
- [Website & Embed]: https://gratona.com/docs/website-embed-0nw1w.md
- [URL Generator]: https://gratona.com/docs/url-generator-qnsch.md
- [Program Settings]: https://gratona.com/docs/program-settings-lugau.md
- [Additional Gifts]: https://gratona.com/docs/additional-gifts-oiweh.md
- [Manage Programs]: https://gratona.com/docs/manage-programs-o4sai.md
- [Program Forms]: https://gratona.com/docs/program-forms-fuizv.md
- [Configure fixed sponsorship levels]: https://gratona.com/docs/configure-fixed-sponsorship-levels-hyo4n.md
- [Offer an optional sponsorship during campaign checkout]: https://gratona.com/docs/offer-an-optional-sponsorship-during-campaign-checkout-h6dkx.md

### Trips
- [Trips]: https://gratona.com/docs/trips-iwq9m.md
- [E-Signatures]: https://gratona.com/docs/e-signatures-s52wm.md
- [Background Checks]: https://gratona.com/docs/background-checks-6k0aj.md
- [Analytics and Exports]: https://gratona.com/docs/analytics-and-exports-bdu79.md
- [Budget Tracking]: https://gratona.com/docs/budget-tracking-bdwu2.md
- [Create a Trip]: https://gratona.com/docs/create-a-trip-hjm6t.md
- [Leader Permissions]: https://gratona.com/docs/leader-permissions-ew8bh.md
- [Trip Cloning]: https://gratona.com/docs/trip-cloning-f8kwt.md
- [Fundraising Milestones]: https://gratona.com/docs/fundraising-milestones-frrt5.md
- [Participant Dashboard]: https://gratona.com/docs/participant-dashboard-s8vec.md
- [Leader Console]: https://gratona.com/docs/leader-console-csnvm.md
- [Shared Documents]: https://gratona.com/docs/shared-documents-bn5x0.md
- [Task Completions and Approvals]: https://gratona.com/docs/task-completions-and-approvals-u3sgi.md
- [Public Trip Page and Website Integration]: https://gratona.com/docs/public-trip-page-and-website-integration-wa889.md
- [Participant Management]: https://gratona.com/docs/participant-management-s6jfi.md
- [Request to Join and Participant Approvals]: https://gratona.com/docs/request-to-join-and-participant-approvals-ta3it.md
- [Task Management]: https://gratona.com/docs/task-management-49oqq.md
- [Trip Messages]: https://gratona.com/docs/trip-messages-2gr3l.md
- [Trips Table]: https://gratona.com/docs/trips-table-pd5yx.md
- [Trip Details]: https://gratona.com/docs/trip-details-eo7mw.md
- [Trip Settings]: https://gratona.com/docs/trip-settings-mova7.md


## Donors, giving & sponsorships
### Sponsorships & commitments
- [Sponsorship management]: https://gratona.com/docs/sponsorship-management-nwrau.md
- [Sponsorships Table]: https://gratona.com/docs/sponsorships-table-c0ji0.md
- [Add Sponsorship]: https://gratona.com/docs/add-sponsorship-hqffl.md
- [Reassign a sponsorship]: https://gratona.com/docs/reassign-a-sponsorship-zybw6.md
- [Customize sponsorship change reasons]: https://gratona.com/docs/customize-sponsorship-change-reasons-74t6p.md
- [Sponsorship changes overview]: https://gratona.com/docs/sponsorship-changes-overview-nlp0y.md
- [Record a reason when a recipient leaves or a sponsorship ends]: https://gratona.com/docs/record-a-reason-when-a-recipient-leaves-or-a-sponsorship-ends-v5mes.md
- [How do I record one check for multiple sponsorships?]: https://gratona.com/docs/how-do-i-record-one-check-for-multiple-sponsorships-vri78.md
- [Edit an existing sponsorship]: https://gratona.com/docs/edit-an-existing-sponsorship-fh2yu.md
- [Keep a sponsorship active without automatic charges]: https://gratona.com/docs/keep-a-sponsorship-active-without-automatic-charges-kfo3s.md
- [Manage sponsorships from the donor portal]: https://gratona.com/docs/manage-sponsorships-from-the-donor-portal-zcalb.md

### Gifts & recurring giving
- [Gifts & recurring giving overview]: https://gratona.com/docs/gifts-recurring-giving-overview-xqdne.md
- [Donations Table]: https://gratona.com/docs/donations-table-ho9h0.md
- [Soft Credit]: https://gratona.com/docs/soft-credit-45yo2.md
- [Record a received DAF grant]: https://gratona.com/docs/record-a-received-daf-grant-d4c8x.md
- [Apply a received gift to sponsorship coverage]: https://gratona.com/docs/apply-a-received-gift-to-sponsorship-coverage-2ew5j.md
- [Record a received IRA/QCD gift]: https://gratona.com/docs/record-a-received-ira-qcd-gift-vnt8t.md

### Donors & households
- [Donor Management]: https://gratona.com/docs/donor-management-ftd0s.md
- [Add Donor]: https://gratona.com/docs/add-donor-civ69.md
- [Donors Table]: https://gratona.com/docs/donors-table-jrz7b.md
- [Donor Duplicate Detection]: https://gratona.com/docs/donor-duplicate-detection-drwcn.md
- [Add Household]: https://gratona.com/docs/add-household-6jqmi.md
- [Donor Portal Login]: https://gratona.com/docs/donor-portal-login-m66ye.md
- [Household Table]: https://gratona.com/docs/household-table-pqepo.md
- [Donor Profile Page]: https://gratona.com/docs/donor-profile-page-ngh3i.md
- [Bulk change donor type between Individual and Organization]: https://gratona.com/docs/bulk-change-donor-type-between-individual-and-organization-wqs7l.md


## Stewardship & donor intelligence
- [Stewardship Hub]: https://gratona.com/docs/stewardship-hub-yoe8a.md
- [Wealth Insights]: https://gratona.com/docs/wealth-insights-p12nt.md
- [Review a supporter's DAF giving and check an apparent decline]: https://gratona.com/docs/review-a-supporters-daf-giving-and-check-an-apparent-decline-ht004.md

## Communications & automations
### Journeys & automations
- [Automations]: https://gratona.com/docs/automations-8ea6q.md
- [Build and Publish a Journey]: https://gratona.com/docs/build-and-publish-a-journey-vx1hm.md
- [Create a Journey]: https://gratona.com/docs/create-a-journey-x6e05.md
- [Manage the Message Library]: https://gratona.com/docs/manage-the-message-library-qet9u.md
- [Review Path History]: https://gratona.com/docs/review-path-history-1z4ow.md
- [Review System Automations]: https://gratona.com/docs/review-system-automations-c3qub.md
- [Build a Journey for sponsorship changes]: https://gratona.com/docs/build-a-journey-for-sponsorship-changes-spu41.md

### Communication tools
- [Communication tools overview]: https://gratona.com/docs/communication-tools-overview-s8tly.md
- [Newsletter]: https://gratona.com/docs/newsletter-tct6s.md
- [Conversations]: https://gratona.com/docs/conversations-4dhtw.md
- [Print Mailings]: https://gratona.com/docs/print-mailings-mom4z.md
- [SMS Messaging]: https://gratona.com/docs/sms-messaging-fbuho.md
#### Automated email
- [Auto Emails]: https://gratona.com/docs/auto-emails-znkv9.md
- [Custom Auto Emails]: https://gratona.com/docs/custom-auto-emails-pfdkh.md



## Reports & insights
### Reporting
- [Reporting and Analytics]: https://gratona.com/docs/reporting-and-analytics-nnp6l.md
- [Scheduled Reports]: https://gratona.com/docs/scheduled-reports-b3k4f.md
- [Fix missing organization names in reports]: https://gratona.com/docs/fix-missing-organization-names-in-reports-1l5i5.md
- [Filter reports by date range]: https://gratona.com/docs/filter-reports-by-date-range-4d905.md
- [Sponsorship & recipient changes reports]: https://gratona.com/docs/sponsorship-recipient-changes-reports-wha6m.md


## Data & imports
- [Data management best practices]: https://gratona.com/docs/data-management-best-practices-rqtwo.md
- [How do I bulk upload files?]: https://gratona.com/docs/how-do-i-bulk-upload-files-65kma.md
- [How do I export all the data in my account?]: https://gratona.com/docs/how-do-i-export-all-the-data-in-my-account-m52kw.md
- [How do I import data into my account?]: https://gratona.com/docs/how-do-i-import-data-into-my-account-n1ze2.md
- [How do I import recipient photos?]: https://gratona.com/docs/how-do-i-import-recipient-photos-y7leb.md
- [Update a donor's Stripe Customer ID with a CSV import]: https://gratona.com/docs/update-a-donors-stripe-customer-id-with-a-csv-import-3y9dr.md

## Integrations & administration
- [Notification Preferences]: https://gratona.com/docs/notification-preferences-ycx1m.md
- [Security Settings]: https://gratona.com/docs/security-settings-ifglq.md
- [User Management]: https://gratona.com/docs/user-management-0tuts.md
- [Customization Options]: https://gratona.com/docs/customization-options-nlejt.md
### Connected apps & integrations
- [Integrations]: https://gratona.com/docs/integrations-f1d4f.md
- [Connected Apps]: https://gratona.com/docs/connected-apps-nxvgo.md
- [Box Image Storage]: https://gratona.com/docs/box-image-storage-hbq2a.md
- [Mailgun]: https://gratona.com/docs/mailgun-gin21.md
#### QuickBooks Online
- [QuickBooks Online integration overview]: https://gratona.com/docs/quickbooks-online-integration-overview-qqeke.md
- [Donations (Sales Receipt)]: https://gratona.com/docs/donations-sales-receipt-0f4so.md
- [Adding Donors (Customers)]: https://gratona.com/docs/adding-donors-customers-ri32v.md
- [Connect Gratona to QuickBooks Online]: https://gratona.com/docs/connect-gratona-to-quickbooks-online-ii8dv.md
- [Recipients (Service item)]: https://gratona.com/docs/recipients-service-item-s6c7f.md
- [Synchronized Currency]: https://gratona.com/docs/synchronized-currency-cbsmk.md
- [Map donations, designations, accounts, and classes]: https://gratona.com/docs/map-donations-designations-accounts-and-classes-qtc3u.md
- [Troubleshoot QuickBooks synchronization]: https://gratona.com/docs/troubleshoot-quickbooks-synchronization-16x6g.md
- [Run a historical QuickBooks sync]: https://gratona.com/docs/run-a-historical-quickbooks-sync-1nnnp.md

#### Zapier
- [Zapier]: https://gratona.com/docs/zapier-odw1y.md
##### Zapier triggers
- [Triggers]: https://gratona.com/docs/triggers-dwd40.md
- [New Donor]: https://gratona.com/docs/new-donor-vuozr.md
- [New Entity]: https://gratona.com/docs/new-entity-dcbia.md
- [New Donations]: https://gratona.com/docs/new-donations-1d1yw.md
- [New Form]: https://gratona.com/docs/new-form-tv04p.md
- [New Program]: https://gratona.com/docs/new-program-uzm21.md
- [Commitment Cancelled/Archived]: https://gratona.com/docs/commitment-cancelled-archived-vz5tb.md
- [New Sponsorship or Recurring Donation]: https://gratona.com/docs/new-sponsorship-or-recurring-donation-od2t3.md

##### Zapier actions
- [Actions]: https://gratona.com/docs/actions-5096i.md
- [Create a New Entity]: https://gratona.com/docs/create-a-new-entity-zxn14.md
- [Create a New Donor]: https://gratona.com/docs/create-a-new-donor-3q4qv.md
- [Edit Donor]: https://gratona.com/docs/edit-donor-2uk4x.md
- [Find Entity by ID]: https://gratona.com/docs/find-entity-by-id-cpyew.md
- [Edit Entity]: https://gratona.com/docs/edit-entity-k6l5n.md
- [Find Donor Forms]: https://gratona.com/docs/find-donor-forms-q43wl.md
- [Find Programs]: https://gratona.com/docs/find-programs-z0812.md
- [Find Donor By Email Address]: https://gratona.com/docs/find-donor-by-email-address-cftd3.md
- [Create Sponsorship or Commitment]: https://gratona.com/docs/create-sponsorship-or-commitment-uygnv.md
- [Cancel Commitment]: https://gratona.com/docs/cancel-commitment-r6nb4.md


- [Connect Bloomerang]: https://gratona.com/docs/connect-bloomerang-f33e3.md

### Users, roles & access
- [Permissions and Access Control]: https://gratona.com/docs/permissions-and-access-control-gqugf.md


## Troubleshooting
- [Common Issues and Solutions]: https://gratona.com/docs/common-issues-and-solutions-nw7lz.md
### Common questions
- [FAQs]: https://gratona.com/docs/faqs-07hl3.md
- [Common support questions]: https://gratona.com/docs/common-support-questions-y1kie.md

### Support resources
- [Support hours and holidays]: https://gratona.com/docs/support-hours-and-holidays-tuiyt.md
- [How to close my account?]: https://gratona.com/docs/how-to-close-my-account-eahd5.md


## Developer platform
- [Code Examples]: https://gratona.com/docs/code-examples-99822.md
- [ChatGPT App Connector]: https://gratona.com/docs/chatgpt-app-connector-fznv8.md
- [Endpoints]: https://gratona.com/docs/endpoints-5wdor.md
- [Upcoming Features]: https://gratona.com/docs/upcoming-features-usj7d.md
- [Version History]: https://gratona.com/docs/version-history-et8nu.md
- [Authentication]: https://gratona.com/docs/authentication-g17xg.md

This helpdesk is powered by Ferndesk. Visit us at https://ferndesk.com