Create your account
Sign up, name your organization, and find your way around the dashboard.
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Walkthrough video coming soon
A short screen-by-screen video for this guide is on the way.
- 1Go to the sign-up page and enter your name, email, organization name, and a password (or use "Continue with Google").
- 2Verify your email — we send a one-click confirmation link. Your forms can't accept real money until this is done.
- 3You land in the dashboard, which already has a starter giving form ready to customize.
Finding your way around
The left sidebar is grouped: Insights (Overview, Drop-offs, Donors, Donations, Recurring, Ad sources), Fundraising (Forms & buttons, Embed code, Campaigns), Outreach (Emails, Integrations), and Settings (Team, Billing, Account).
Tip · The Overview has a date filter at the top — Last 30 / 60 / 90 days, or a custom date range. It defaults to the last 30 days, and the active range is highlighted so you always know the window you're viewing. (Live monthly recurring revenue is always current, not range-bound.)
Tip · On mobile, tap the menu icon to open the navigation drawer.
Was this helpful? Email hello@fundrly.org if you're still stuck.