Dashboard Training for Admins

Navigating the New Dashboard

• 💳 Reconciliation at Scale: Match Deposits with Confidence Using Overflow’s New Tool
• Dashboard Training Kit (As Featured in Your Success Hub!)
• Pulling Reports for First-Time Donors
• Overflow Dashboard Overview
• Unlocking the Dashboard: User Permissions for Editors and Viewers
• Understanding the Contributions Table (and Using Filtered Data)
• See all 9 articles

Dashboard Tools

• Managing Non-Deductible Contributions
• Running a Smooth Pledge Campaign
• [Beta] Overflow AI: Unlock Powerful Insights
• ExpressGive: Giving Should Be Instant, For Everyone.
• Create and Manage Pledge Campaigns
• Pastor Asking for Last Week's Giving Report? We've Got You Covered!
• See all 11 articles

Donor Experience Customization

• Guest Checkout via Digital Wallets
• Create and Manage Fund Designations (Campaigns and Subcampaigns)
• Customize Your Acknowledgment Letter

Integrations

• 🔌 Integration FAQs
• 🧭 Fund Naming Best Practices for Seamless Integration
• CRM Integration: Zapier
• CRM Integration: Planning Center Online (PCO)
• CRM Integration: Pushpay (CCB) ChMS
• CRM Integration: Salesforce
• See all 9 articles

Overflow Tap

• Tap Launch Pad (https://dashboard.overflow.co/)
• Overflow Tap Integration: ProPresenter
• Legacy Tap Dashboard Guide (https://tapdash.overflow.co/)

Generosity University

• Generosity University Overview
• Accessing the Facilitator Guide