Philanthropy Cloud

Philanthropy Cloud

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    • Français

›Admin Guide

User Guide

  • Introduction
  • User Interface
  • Donate
  • Volunteer
  • Appendix

Admin Guide

  • Introduction
  • User Interface
  • Onboarding Workflow
  • Reports
  • Settings
  • User Management
  • Donation Management
  • Integration
  • Content Management
  • Tax Receipts and Pledge Confirmation Emails
  • Batch Pledge Entry
  • Branding
  • Home Page
  • Appendix

iOS Mobile Guide

  • Introduction
  • Installation
  • Featured
  • Explore
  • Profile
  • Donations
  • Volunteering
  • Appendix

Android Mobile Guide

  • Introduction
  • Installation
  • Featured
  • Explore
  • Profile
  • Donations
  • Volunteering
  • Appendix

SSO Guide

  • Introduction
  • Single Sign-On
  • Upload Employees
  • Identity Providers
  • Workplace Interactions
  • Mobile Applications
  • Best Practices
  • Troubleshooting

Home Page

Select content for your workplace or organization's Home page on a per language basis, including hero carousel, featured content, messaging, and impact metrics.

The organization’s default language is selected as the Home page content language by default. To create Home page content for a different language, select the appropriate language.

Content must exist in Content Management before it can be added to the Home page.

Important: WAMs must make sure that they are in the right workplace context before performing any tasks. Content created in the context of a workplace is only available to that workplace. To add stories that can be accessed by any workplace, create them in the context of a WAMP.

Note: WAMs can switch between the workplaces they administer and the context of their own organization, which itself may be a workplace. To switch between workplace contexts, enter the name of the workplace or organization in the Search field located in the toolbar. ​

Note: Based on organization preferences or your user role, some Philanthropy Cloud features may not be available.

Hero Carousel

Highlight up to three content items of interest in the Hero Carousel section of your Home page so that users can quickly and easily select an item to read more about it, donate to it, or volunteer for it.

Note: You must select at least one Hero Carousel item.

To add content to the Hero Carousel:

  1. Navigate to Admin and select Home.

  2. Navigate to the Hero Carousel section.

  3. Search for and select the appropriate content by typing the first few letters. You can preview the content you select.

  4. To add more content, select Add Another. You can select up to three content items to feature.

  5. Drag and drop content to reorder it or remove items as required.

  6. Select Save.

Featured Content

Feature up to four content items in the Featured Content section of your Home page to highlight certain campaigns, volunteer opportunities, and stories. You can hide this section as required if you do not want to feature any content.

Note: Three featured content items typically look best on the Home page.

To add Featured Content:

  1. Navigate to Admin and select Home Page.

  2. Navigate to the Featured Content section.

  3. Search for and select the appropriate content by typing the first few letters. You can preview the content you select.

  4. To add more content, select Add Another. You can select up to four content items to feature. Three items typically look best.

  5. Drag and drop content to reorder it or remove items as required.

  6. If you do not want to display any featured content on your Home page, select Hide this section on the Home page.

  7. Select Save.

Organization Messaging

Display messaging or information from your organization, including up to four impact metrics, in the Organization Messaging section of your Home page.

Note: This section of the Home page is automatically hidden if it is empty, but you can also hide this section as required if you do not want to display any messaging.

To add Organization Messaging:

  1. Navigate to Admin and select Home Page.

  2. Navigate to the Organization Messaging section.

  3. Enter the appropriate Messaging text as required (maximum 40 characters). You can style your text with headers, lists, and formatting.

  4. Enter the appropriate Giving Metrics label and text as required (maximum 20 characters).

  5. To add more Giving Metrics, select Add Another. You can add up to four impact metrics.

  6. Remove items as required.

  7. If you do not want to display any messaging on your Home page, select Hide this section on the Home page.

  8. Select Save.

← BrandingAppendix →
  • Hero Carousel
  • Featured Content
  • Organization Messaging
Philanthropy Cloud
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