We throw around a lot of strange-sounding things sometimes. When you're just getting started with Qgiv, it might be a little confusing, so we've put together this list of commonly used terms.
API (Application Programming Interface) Put simply, this allows Qgiv and other programs to interact and share data. For example, you need an API connection to link Qgiv to third-party programs such as Facebook, Constant Contact, etc.
API Token To allow Qgiv and other programs to interact and share data, you must create an API token first. This generates a unique code that is used as a password of sorts. You can read more about the different types of API tokens here.
Badges Virtual badges are awarded to peer-to-peer participants for various fundraising and engagement accomplishments. You can create your own, too!
Batches and Settlements After a credit card transaction has been authorized by the issuing bank by sending an authorization code to the merchant, the settlement stage of the process begins. This is called batch processing because a number (or batch) of transactions is settled all at one time. We work with Litle, which allows that report to be displayed right in your dashboard!
Campaign Builder This is a CMS (you’ll learn that later in the glossary!) you can use to customize all pages of your peer-to-peer campaigns.
Categories Categories are all of the different pricing options and ways to register that are available to your participants during registration for a peer-to-peer campaign or event. You must have at least one category configured before people can register for your campaign. Categories support both fee-based and non-fee-based options.
Classifications Classifications are an optional way to further segment your peer-to-peer participants within your campaign or event. A good use case for classifications is if you’re hosting a campaign in multiple cities – each city can be listed as a classification. They're also great if you have companies competing against each other – a company can set itself up as a classification and then have teams within that classification!
Classification Fundraising Page (CFP) A classification's page in a peer-to-peer site, displaying fundraising progress, associated teams, and other pertinent information.
Clone Cloning is a feature that creates a copy of something. Examples of clone-able items are packages, Qgiv events, donation forms, and peer-to-peer campaigns. When you clone a Qgiv event or package, an exact copy is made. When you clone a donation form or P2P campaign, you can adjust which attributes you'd like to copy over.
CMS This stands for "content management system." A CMS allows publishing, editing, modifying, organizing, deleting, and the maintenance of content from a central interface. Form Builder and Event Builder are examples of CMSs in Qgiv.
Conditional Content Blocks These are blocks of customizable text that can be placed in your email receipts that will only appear if a certain action is taken by a donor. For example, you can insert a conditional content block that will only appear in the receipt if a donor gives to a certain restriction.
Control Panel (CP) This could refer to the org-level control panel, where you can configure account settings, or form-level control panel, where settings for a specific form can be configured. When you log in to your account as an administrator, you'll land on your org-level CP.
Custom Fields These are options that give you the ability to request and/or require additional information from your donors and/or participants.
Custom Reports These are reports you can customize by adding or removing certain default columns. You can also add in your own columns and rearrange the order in which items are displayed.
Dashboard You have an org-level dashboard that displays upon logging in to your account. It gives an overview of donor and registrant activity across your entire organization. You also have a similar dashboard for each form which can be viewed when you navigate to a form’s control panel.
Data Mapping You can use data mapping to link third-party identifiers to your donors so your reports include that additional information. This makes exporting data to a third-party system a bit easier. For example, you can tie a donor ID to an email address in our system so all reports that include the donor/email will include an additional column with the donor ID for proper mapping.
Dedication Notification You can turn on this optional feature so donors can send an email to a recipient of their choosing letting them know that a donation was dedicated to them or someone they know.
Donor Accounts An account set up by a donor via a link on an organization's form. Donors can schedule and manage donations, recurring payments, and payment methods by visiting their donor account interface. It’s each organization’s choice as to whether or not these are activated.
Donor Logins See Donor Accounts
Exports After setting up an API connection, data can be exported from Qgiv to a third-party program.
Export Mappings This refers to where exported data goes. For example, you can map transaction data from Qgiv to a particular category or list in a third-party program.
Event Builder This is a CMS (you learned that earlier in the glossary!) you can use to customize all pages of your standard events and auctions.
Event Field Event fields are additional pieces of information that can be asked for one or all of your package options for a Qgiv event. You can collect specific information needed for the registration that you haven’t already covered.
Event Settings In this area, you’ll find a variety of settings for your Qgiv event forms. You can read more about that here.
Filters In your reports, you can narrow your results by adding filtering options. For example, you can choose to display transactions made to a certain form, a certain restriction, or even show how many of a particular event package have been purchased.
Form Builder This is a CMS (you learned that earlier in the glossary!) that allows customization of donation forms.
Form-Level This refers to settings and reports that affect specific forms. You can make changes to a form’s settings in this area. For example, the form-level dashboard is the dashboard you reach after selecting a form from My Qgiv or using the Go to a Form option.
Form Management See "My Qgiv"
Form Settings In this area, you’ll find seven sections in which you can configure the basic settings of your form, which include system settings, donation amounts, international settings, mobile, personal information, admin notifications, and receipt options.
Ghost This enables you to see a peer-to-peer campaign as a participant would see it. Be careful, you can make actual changes while ghosting a participant! It's also used by the Customer Experience team to resolve client issues.
GiftAssist This is an option that can be enabled by org admin for donors to assist in covering processing fees.
Integrations Many of our clients use third-party programs for tasks such as email lists and donor management. We have set up service integrations so Qgiv can communicate with and export data to these third-party programs.
Keyword (sometimes referred to as shortcode) Keywords are what donors use to send donations via text giving. To set up text giving and/or request a keyword, send our Customer Experience team an email at support@qgiv.com.
Legacy Sometimes we'll refer to forms and features as "legacy." This means that the feature has been redesigned and that there's a newer, shinier version you could using. If you see a "[Legacy]" tag on a Help Desk article, there's almost always a corresponding "[New]" version of the article.
Mobile Virtual Terminal (Mobile VT) The Qgiv Virtual Terminal app can be downloaded on mobile devices to accept on-site donations and event registrations and to manage peer-to-peer campaigns and auctions. Volunteers can be given a temporary code to log in.
Multi-Restriction Giving If you turn on this option, donors will be able to split up their donation across multiple restrictions instead of giving to just one.
My Qgiv "My Qgiv" refers to the area area of your organization-level control panel where you can access all of your organization's forms from a central location. As of July 2024, you may also see this area called the "Form Management" page.
NFP In the context of peer-to-peer fundraising, NFP stands for "Non-Fundraising Participant." If your peer-to-peer settings allow for participants to register without fundraising, those participants are NFPs.
Notifications These are triggered and sent to anyone signed up for them when certain actions occur in the system, such as a donation being made or a transaction being declined.
Org-Level This refers to settings and reports that affect the account as a whole, as opposed to at a form-specific level. For example, when your log in to your Qgiv account, you'll land on the org-level dashboard by default.
Package Packages can be used for tickets, tables, sponsorship, merchandise, etc. At least one package must be created before your event can become active. You'll create packages for each unique pricing/registration option. If you're trying to set up an event that is RSVP only with no cost, you still must have a package, but it won't need to have a fee associated with it.
Participant Fundraising Dashboard When a participant registers for a peer-to-peer campaign, this is what they’ll see when they log in. From their PFP, they can edit their page, manage offline donations, update their fundraising goal, send out email appeals, and more!
PCI Payment Card Industry – being PCI compliant means we meet a high level of security standards set forth in the Payment Card Industry Data Security Standards.
Personal Fundraising Page An individual fundraiser’s personal page in a peer-to-peer campaign, displaying fundraising progress and other pertinent information.
PFP See Personal Fundraising Page
Peer-to-Peer Campaign Any social fundraising campaign that involves fundraisers recruiting others to participate, donate, and/or fundraise by accessing their personal network of peers.
Permissions Users can be granted certain permissions, which allow them to access and change some, all, or certain parts of their organization’s Qgiv account.
Pledges In this section of your donation form, donors can choose a recurring pledge you’ve created, or they can create a fully customized recurring gift. If you’d like to give donors the ability to create their own pledges, you can turn that option on in the Form Settings area of your control panel.
Promo Code For Qgiv events, you can create one or more promo codes that offer a dollar or percentage amount discount on packages costs.
Push This is when all changes, updates, and bug fixes are moved from our staging server to the production server, which means everything is accessible to clients.
Push Cycle These are generally two weeks long; during this time, changes, updates, and bug fixes are made and features are added.
Receipts Automatically sent via email to donors and/or registrants after a transaction is made.
Reporting Label When setting up custom fields, you'll be asked to enter a Reporting Label. This is what will appear at the top of the column for the associated custom field in your downloaded reports.
Restrictions If you’d like donors to be able to specify where their donation goes, restrictions are the way to go! You can even enter custom restrictions, which include a drop-down of sub-restrictions OR a text field for donors to further specify where they’d like their donation applied.
Skin The skin of a form is made up of code that determines the specifics of its layout and appearance to replicate the look and feel of your website.
Statements If you've opted to receive this notification, you are notified via email that your monthly statement is ready for viewing if you log in to your account.
Store Available in peer-to-peer campaigns, the store gives donors the option to purchase items you’ve entered! You can choose to display certain items during registration only, or make them available all the time in the store front.
Team Fundraising Page A peer-to-peer team’s fundraising page, displaying fundraising progress and other pertinent information.
Text Giving Setting up text giving means you can accept donations made via SMS. Give us a call to get set up and choose a keyword. This is available for Qgiv forms and peer-to-peer campaigns!
TFP See Team Fundraising Page
Transaction Report Your transaction report displays ALL transaction activity for your organization. You can change the date range and add filters, if desired.
Underwriting When a potential client submits an application, the underwriting process must be completed, which involves an assessment of risk and acceptance of liability.
User Anyone who has a username and can log in to their organization’s Qgiv account.
Virtual Terminal Allows donations and registrations to be processed through the control panel rather than the front end of the form. Useful for on-site transactions.
VT See Virtual Terminal
Widget (CMS) Widgets are used to customize various pages of your donation forms, event registrations, peer-to-peer campaigns, and auction sites. They include things such as an image gallery, social sharing options, custom content blocks, and more.
Widget (Qgiv) With widgets, you can embed your donation form (or just a portion of your donation form) on any page of your organization’s website or any other relevant webpage. You can also display a preselected option on your form for donors, such as a certain donation amount, restriction, pledge, or event.
Zendesk The Customer Experience team uses Zendesk for tracking client requests and issues. This also includes a knowledge base that you're currently using to learn about Qgiv's functionality!