1. Help Center
  2. Getting Started

Navigating Your Dashboard

Your new Snowball Dashboard gives you access to all of the tools you need to build, manage and track your organization’s fundraising efforts. Here’s a brief description of these tools and where to find them.

Fundraising Tools

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All your favorite tools can be found in the left-hand navigation bar.

Fundraising Tools

Campaigns

Essential Snowball accounts come with one Campaign page. Premium, Professional, and Enterprise account holders can build unlimited campaigns and donation forms, enable Text-to-Give trigger words, set up thermometers, and track progress across initiatives. To learn more about Campaigns, click here.

Event Ticketing

Essential Snowball accounts can create unlimited event ticketing pages for free registrations; they can't process paid ticket sales. Premium, Professional, and Enterprise account holders have access to unlimited event ticketing tools, including paid ticket sales. Use them to create event registration and paid ticketing forms, as well as manage attendees. To learn more about Ticketed Events, click here.

Auctions

Professional and Enterprise account holders have access to our online auctioning tool. The auction tool allows you to hold online auctions, attribute auction items to sponsors, send email and text notifications to bidders, allow convenient mobile bidding via Text-to-Bid, and much more. To learn more about our Auction tool, click here

Reporting

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Transactions

Track, filter, and export donation information from the transactions reports section.

Recurring

This is where you’ll track and manage donations from supporters who give on a scheduled basis. You can also cancel recurring donations from here.

Deposits

You can view any past and pending deposits to your organization here. You can view the amount, date, and status of any deposit. Click here to learn more about setting up deposits.


Supporter Tools

Supporter Management

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From here, you will be able to add, track, and manage all your supporters. To learn more about Supporter Management, click here.

 

Supporter Lists

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Form here, you can build and export lists of donors in different donor segments. Most importantly, Supporter Lists are necessary for creating SMS Blasts and Email Blasts.

To learn more on how to use this feature, click here.


Outreach Tools

SMS Blasts

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Communicate directly with your supporters via text message with SMS Blasts. 

To learn more about how to use this feature, click here


Settings

The Settings area is where you can enter and edit all of the important, high-level information about your organization, such as your organization logo, Text-to-Give number, financial information, and more.

Screen Shot 2021-08-10 at 11.41.03 AMAccess the "Settings" section at the top right-hand corner of your dashboard, under your organization's name.

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General

Here you can edit all the information about your organization. This is a key part of getting your Snowball account ready to go. Learn more about getting started here.

Text-to-Give

“Text-to-Give Settings” allows you to view your Text-to-Give number as well as your SMS logs. Click here to learn more about Text-to-Give.

Manage Users

“Manage Users” lets you grant or remove administrative access to other representatives within your organization. Learn how this works here

Notifications

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This is where you can turn off reminder emails from Snowballs to your donors. Otherwise, Snowball will follow up on any incomplete/abandoned donations; or when you choose to use our pledge functionality, Snowball will send reminders to your donors to complete their transactions.