Skip to main content
What's new Submit a request Sign in
Support Centre Help Center home page
Seating Plan Report Training Import
Spektrix Concepts Training Events Knowledge Library New at Spektrix
Integrations Portal Partner Directory
  1. Support Centre
  2. Customer loyalty and fundraising

Search

Customer loyalty and fundraising

Donations, Gift Aid, Membership schemes, cultivating donor relationships, and the Opportunities Interface

Managing Donations

  • Introduction to Funds and Donations
  • Setting Up Funds and Donations
  • Processing Donations
  • Donations at Checkout
  • Donation Sequence ID (Canada)
  • Introduction to Campaigns and Campaign Structures

Tracking and claiming Gift Aid (UK)

  • Introduction to Gift Aid in Spektrix (UK)
  • Tracking Gift Aid and Recording Declarations (UK)
  • Claiming Gift Aid (UK)

Memberships

  • Introduction to Memberships
  • Setting Up and Editing Memberships
  • Auto Renewable Memberships
  • Gift Memberships
  • Making the Most of Your Memberships
  • Membership Attributes

Donor Pipeline and Stewardship

  • Introduction to the Opportunities Interface
  • The Customer Record in the Opportunities Interface
  • Introduction to Opportunities and Opportunity Stages
  • Creating Opportunities
  • Managing and Closing Opportunities
  • Introduction to Activities and Activity Types
spektrix.com Mailing List Signup Non-Support Queries

Copyright Spektrix 2025. Spektrix is a registered trademark.

Privacy | Terms and Conditions | Cookies
Powered by Zendesk