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  1. Overflow
  2. Onboarding

Onboarding

Get started activating stock, cash, and crypto on Overflow and learn website placement best practices.

Activate

  • KYC Approvals & Next Steps
  • Activate Apple Pay and Google Pay Giving
  • Liquidation vs Brokerage. Which option is best for us?

Optimize

  • Customize Gift Confirmation Emails
  • Managing Users and Setting Permissions in Your Dashboard
  • Call to Action "Buttons": Real-Life Placement Examples to Inspire You!
  • Your Donate Button and Giving Page. How To Maximize Each Page View.
  • Learn More page to educate your donors!

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https://overflowapp.zendesk.com/hc/en-us/categories/7162801091085-FAQs
/hc/theming_assets/01JQC383G2JTZ6WX620JCV57ZP
FAQs
All your product, billing, and general Overflow questions answered in one place.
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https://overflowapp.zendesk.com/hc/en-us/categories/11521339869709-Dashboard-Training-for-Admins
/hc/theming_assets/01JQC37RBNV9RJAKA072PF8XYZ
Dashboard training for admins
Empower your administrators with the knowledge and skills needed to effectively navigate and utilize our NPO Dashboard.
custom
https://overflowapp.zendesk.com/hc/en-us/categories/7162784488333-Managing-Donations
/hc/theming_assets/01JQCGWMDPZW9QSEP14KNA6D6J
Managing Donations
Everything you need to know about receiving stock, crypto, and cash gifts and sending donor acknowledgment letters.
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https://overflowapp.zendesk.com/hc/en-us/categories/7162774186125-Giving-Through-Overflow
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Giving through Overflow
The Overflow donor experience for cash, stock, and crypto.