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The WeGive V2 dashboard uses a two-tier sidebar navigation system. The main sidebar on the far left shows your primary sections as icons, and hovering or clicking any icon opens a flyout panel with its sub-pages. Settings opens as a full secondary panel rather than a flyout. This guide covers every section and what you’ll find inside. Some sections and sub-pages are only visible to certain roles. We’ve noted role restrictions where they apply.

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Home

Your landing page. Shows a real-time operations view across donations, supporters, tasks, messaging, and campaigns. The Home tab is organized into independent widgets — each loading its own data — covering recent donations, today’s payouts, task queue health, upcoming messages, active campaigns, and more. See the Home Tab Guide for a full breakdown of every widget.

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Supporters

Your donor database.
  • All Supporters — Search, filter, and manage your complete supporter list. View individual profiles with giving history, engagement activity, tags, and custom fields.
  • Individuals — Filtered view of supporters who are individual people (as opposed to organizations).
  • Companies — Filtered view of supporters that are companies or organizations, useful for managing corporate giving relationships.
  • Households — Group supporters into households to see combined family giving and manage household-level communications.
  • Tags — Create and manage tags to categorize and segment supporters.

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Giving

Your financial hub for tracking all money movement.
  • Payments — Every donation and payment processed through WeGive, with filtering and search.
  • Recurring Plans — View and manage all active, paused, and cancelled recurring donation plans.
  • Pledges — Track pledge commitments and their fulfillment progress.
  • Payouts — Track payment processor payouts to your bank account.

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Campaigns

Everything related to your fundraising campaigns, events, and peer-to-peer fundraising.
  • Campaigns — View, create, and manage your fundraising campaigns. Each campaign can have its own goal, timeline, designations, and associated checkout forms.
  • Events — Create and manage ticketed events with dates, locations, ticket types, and capacity limits.
  • Fundraisers — View and manage fundraisers tied to your campaigns.
  • P2P Fundraisers — View and manage active peer-to-peer fundraiser pages created by your supporters.

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Communications

Your communication and donor engagement toolkit.
  • Messages — Create, schedule, and send email communications to your supporters.
  • Journeys — Build multi-step automated engagement sequences (e.g., a new donor welcome series).
  • Communication Lists — Create and manage segmented mailing lists.
  • Conversations — View and manage two-way conversations with supporters.

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Elements

Your donor-facing fundraising tools — the forms and pages supporters interact with.
  • Checkouts — Your donation forms. Customize amounts, payment methods, branding, custom questions, and thank-you experiences. Your default checkout is named {Your Org} Default Checkout (e.g., “Acme Nonprofit Default Checkout”).
  • A/B Tests — Run split tests between two checkout configurations to see which performs better.
  • Forms — General-purpose forms for collecting information from supporters (separate from donation checkouts).
  • Pledge Templates — Configure templates for pledge commitment forms where donors can promise future gifts.
  • P2P Templates — Configure templates for peer-to-peer fundraising pages that supporters can create on your behalf.

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Portal

Control the donor-facing portal experience and the impact content shown to donors.
  • Impact Stories — Publish stories and updates that appear on the donor portal.
  • Impact Numbers — Create visual impact metrics to share with donors (e.g., “Your $50 feeds a family for a week”).
  • Profile Settings — Configure the donor portal profile experience.

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Reporting

Your analytics and data export hub.
  • Revenue — Reports on donation revenue, trends, and totals.
  • Engagement — Calendar View of supporter engagement activity.
  • Exports — Download your data as CSV files.

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Settings

Access your account-wide configuration from the gear icon at the bottom of the sidebar. Settings opens in a full secondary panel with a search bar and labeled subheaders that group related items. Your Preferences
  • General — Your personal account info.
  • Notifications — Manage which notifications you receive.
Organization
  • Organization — Legal name, DBA, EIN, address, timezone, and other organization-level details.
  • Installation — Custom domain setup and SSL certificates.
  • Team — Invite members and manage roles.
  • Billing — Manage your WeGive subscription and billing details.
Payments & Processing
  • Payment Settings — Payment processor configuration (WeGive, Stripe, PayPal).
  • Payout Items — Configure how items appear on payouts.
Communications
  • Email Settings — Custom email domain authentication and sender addresses.
  • Email Templates — Build reusable email templates for consistent branding.
  • Phone Numbers — SMS phone number management.
  • RSS Feeds — Manage RSS feeds used for RSS-to-email content.
  • Variable Fallbacks — Set default values for personalization variables (e.g., if a donor’s first name is missing, use “Friend” instead).Triggers — Configure automated actions that fire based on events (e.g., send an email when a donor makes their first gift).
  • Trigger History — See when automated triggers have fired and what actions they took.
Email Health
  • Bounces — Monitor bounced email addresses.
  • Complaints — Track spam complaints.
  • Unsubscribes — View donors who have unsubscribed from communications.
  • Whitelist — Manage your email whitelist for delivery exceptions.
Data & Customization
  • Custom Fields — Define custom data fields for donor records.
  • Imports — Upload CSV files to bulk-import donors, transactions, and recurring plans.
  • Redirects — Manage URL redirects.
  • Files — Manage uploaded files and documents.
  • Merge Records — Deduplicate and merge donor records.
  • Donor Logins — View and manage donor portal login credentials.
  • Deletion Requests — Process GDPR and donor data deletion requests.
Integrations
  • Integrations — Connect and configure CRM integrations (Salesforce, Bloomerang, Virtuous, Neon, etc.).
  • Integration Logs — Monitor sync activity and troubleshoot integration issues.
  • Integration Locks — Manage record locks that prevent sync conflicts.
Reporting
  • Annual Tax Statement — Configure annual tax statement generation for your donors.
  • Scheduled Exports — Set up recurring automated exports.
Developer
  • API — Manage API keys and developer access.
  • Audit Logs — View a detailed log of all changes made in the dashboard.
  • Hover to expand: The flyout panel appears when you hover over or click a main section icon. Move your mouse away to collapse it.
  • Active section highlighting: The sidebar highlights your current section and page so you always know where you are.
  • Settings opens differently: Unlike the other sections, Settings opens in a full secondary panel with a search bar at the top and clearly labeled subheaders.
  • Role-based visibility: If you don’t see a section listed above, it may be restricted to a different role. The dashboard automatically hides sections and individual pages you don’t have access to. Check with your Admin if you need access.