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Developer Resources

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REACH Knowledge Base

  • REACH Knowledge Base
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Developer Resources

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Popular Articles

  • Liquid Objects
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Knowledge Base

  • Getting Started with REACH
    • Setup Checklist
    • Admin Console Navigation
    • New Admin User Tips and Tools
    • Dashboard Overview
    • Suggested Dashboard Widgets to Add
    • System Checks: Preparing to Launch REACH
  • Settings
    • Organization Settings
      • Account Settings
      • Retainer Service
      • Account Rules
      • Admin Users
      • Two-Factor Authentication (2FA)
      • Campaign Themes
      • Domain Names
      • Data Categories
    • Donation Settings
      • Donation Setup
      • Donation Categories
      • Donation Forms and Links
      • Adding Custom Fields to a Donate Form
    • Portal Settings
      • Portal Setup
      • Portal Branding
      • Menus
      • Themes
      • CSS Editor
      • Site Integrations
      • Mailchimp Setup
      • Mailchimp Sync Options
  • General Info
    • Glossary of REACH Terminology
    • Plan Levels
    • Payment Gateways
    • Basic vs Full Donor Management
    • Referral Program
    • Preventing Fraudulent Activity
    • Change Log
    • Support Schedule
  • Donations
    • Donations Module
    • Text to Give Setup
    • PCI Transfer
    • Entering Donations
    • Entering a Split Donation
    • Editing Donations
    • Redirecting Donations to a Sponsorship
    • Changing Recurring Donation Amount
    • Resolving Donation Errors
    • Refunding Donations
    • Past Due Donations
    • Mark as Current / Skipped Donations
    • Resending a Receipt
    • Donating via Text to Give
    • Pledges
    • Soft Credit
    • In-Kind Donations
    • Donation Levels
  • Sponsorships
    • Sponsorships Overview
    • Sponsorships Checklist
    • Sponsorship Custom Fields
    • Sponsorship Classifications
    • Sponsorship Types
    • Sponsorship Profile Record
    • Adding Sponsorship Profiles
    • Updating Sponsorship Profiles
    • Sponsorship Images
    • Sponsorship Album Import
    • The Sponsorship Supporter Record
    • Converting Legacy to Online Sponsorship
    • Starting a Sponsorship
    • Filtering and Ordering Sponsorships
    • Sponsorships Conversations
    • Video Messaging
    • Biggest Need Sponsorships
    • Family Unit (Grouping) Sponsorships
    • Bulk Update Cost
    • Canceling a Sponsorship
    • Adding Sponsorships to an Existing Recurring Donation
    • Replacing a Sponsorship for a Supporter
    • Changing a Payment Type for a Sponsorship
    • Updating Sponsorship Cost and Shares
    • Fixing a Recurring Sponsorship Donation
  • Supporters
    • Supporters Overview
    • Supporter Custom Fields
    • Supporter Profile Record
    • Onboarding Supporters
    • Editing a Supporter Record
    • Supporter Notifications
    • Supporter Groups
    • Supporter Segments
    • Supporters Report
    • Resolving Duplicates
    • Merging Supporter Records
    • Export Supporter List
    • Updating Payment Information
  • REACHpay
    • REACHpay Overview and FAQs
    • REACHpay Setup
    • Payouts and Deposits
    • REACHpay Payout Reconciliation Report
    • REACHpay Supporter Payment Methods
    • How Disputes Work
  • Themes
    • REACH Theme Overview & FAQs
    • New Features List by REACH Theme
    • Updating your REACH Theme
    • Quartz 2 & Ruby 2 Theme Documentation
    • Theme Design Components
    • Theme Menu
  • Campaigns
    • Campaigns Overview
    • Starting a Fundraising Campaign
    • Starting a Supporter Campaign
    • Approving Supporter Campaigns
    • Campaign Pledges
  • Trips
    • Trips (Managed Missions)
    • Adding a Trip
  • Projects
    • Projects Overview
    • Adding a Project
    • Project Custom Fields
  • Places
    • Places Overview
    • Adding a Place
    • Places Custom Fields
  • Events
    • Events Overview
    • Creating an Event
  • Products
    • Products Overview
    • Adding Products
    • Product Orders
    • Sponsorship Gifts
  • Communications
    • Communications Overview
    • REACH System Emails
    • Email Template Editor
    • Emails
    • Mail Merge Templates
    • Messages
    • Text Messages
    • UTM Tracking
  • Donor Mobile App
    • Donor Mobile App Overview and FAQs
    • Donor Mobile App Examples
    • Push Notifications for Mobile App
  • Data Setup
    • Admin Automations
    • Data Setup Overview
    • Sponsorship Import
    • Supporter Import
    • Donation History Import
    • Custom Forms
    • Custom Fields
    • Tags
    • QR Codes
    • Customizing QR Code Templates
  • Portal Content
    • Portal Content Overview
    • Pages
    • Albums
    • Media
  • Reports
    • Reports Overview
    • Available Reports
    • Available Exports
    • Customizing Contribution Statements
    • Sending Contribution Statements
    • Canadian Contribution Statements
    • QuickBooks Export File
  • Donor Portal
    • Donor Portal Overview
    • Customizing Your Donor Portal
    • Converting Sponsorships to Online in Donor Portal
    • Printing Contribution Statements from Donor Portal
    • Messaging a Sponsorship from Donor Portal
    • Purchasing a Sponsorship Gift from Donor Portal
    • Donor Portal Alert
    • Catch Up Alert in Donor Portal
    • For Supporters: How to Login to the Donor Portal
  • Troubleshooting FAQs
    • Recurring Donation Payment Method
    • Reports Not Completing
    • Login Assistance
    • Too Many Emails
    • Blocked and Bounced Emails
    • Not Receiving Text Messages
    • 404 Error Page
    • How to Delete a Supporter or Sponsorship Record
  • Developer Resources
    • Liquid Objects
    • Zapier Integration
    • Liquid Tags Information
    • Filters
    • Operators
    • Forms
    • Pagination
    • API Documentation
    • Example API Calls

Tags

  • Account Settings (3)
  • Admins (4)
  • Campaigns (10)
  • Communications (9)
  • Contribution Statements (4)
  • Conversations (2)
  • Custom Fields (2)
  • Customization (21)
  • Customizations (10)
  • Donation Form (1)
  • Donations (27)
  • donor mobile app (2)
  • Donor Portal (10)
  • Duplicates (2)
  • Email (2)
  • Emailings (2)
  • Emails (2)
  • Events (3)
  • Exports (2)
  • Filters (2)
  • Gifts (2)
  • Imports (5)
  • mail merge (2)
  • Merge (2)
  • Online Donations (3)
  • past due (3)
  • Places (6)
  • Products (6)
  • Projects (8)
  • Public Portal (8)
  • QR Code (2)
  • REACHpay (1)
  • Reports (6)
  • Security (2)
  • Settings (18)
  • Setup (3)
  • Site Integrations (3)
  • Sponsorships (37)
  • supporter communication (5)
  • Supporters (30)
  • text (2)
  • text messages (2)
  • text to give (4)
  • Themes (8)
  • Upgrade (1)

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CONTACT US

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Suite 202
Wake Forest, NC 27587
Phone: 844-34-REACH
Email: Contact Us
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REACH provides child sponsorship management, donor management, nonprofit fundraising, text to give solutions for nonprofits around the globe.

We are dedicated to providing nonprofits with a solution that is simple to use, effective and saves them time and resources.

© Copyright 2018 - | All Rights Reserved | REACH® is a service of Sugar Maple Interactive LLC
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REACH

REACH provides child sponsorship management, donor management, nonprofit fundraising, text to give solutions for nonprofits around the globe.

We are dedicated to providing nonprofits with a solution that is simple to use, effective and saves them time and resources.

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