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Go to /login, enter the email and password you set up with Matana, and click Sign in. If your credentials are correct, you'll be sent to your dashboard.

Tick Remember me to stay signed in on this device across visits. Otherwise the session ends when you close the browser.

Self-service password reset isn't available yet. The "Forgot password?" link on the login screen is a placeholder.

For now, email support@matana.org from the address on your account and we'll reset it for you. We're adding a self-service flow soon.

Open Profile from the sidebar, edit the fields under Profile information, and click Save. You'll see a confirmation toast when the change is saved.

Note: changing your email updates the address you sign in with — there's no separate verification step today, so use an inbox you control.

Go to Profile. Under Change password, enter your current password, then your new password twice (the form checks the two match in real time). Submit, and you'll see a confirmation when it's done.

You'll need your current password to complete this — if you don't remember it, see the password reset article above.

Use the Log out button in the header (or the user menu in the dashboard sidebar). Your session token is cleared and you're sent back to /login.

The dashboard home gives a snapshot of your organization's giving:

• Four headline stats — total donations, total raised, total donors, and active pages.
• Donations by fund type — a chart breaking out where money is going.
• Top Campaigns — your best-performing campaigns, ranked.
• Recent donations — a feed of the latest gifts.
• Recent Pages — newly created campaigns.

The dashboard shows all-time totals — there's no date filter on this view. To analyze a specific window, use Donations (with date filters) or Analytics for trended charts.

Straight to you. Card donations are processed through your organization's own Stripe account and settle directly there — Matana never holds your funds. There's no platform balance in the middle and no per-donation cut.

Payout timing (how soon the money moves from Stripe to your bank) follows your Stripe account's own schedule, which you control in Stripe.

To accept card donations, your organization connects its own Stripe account to Matana. If you haven't finished this, you'll see a Stripe setup prompt in the dashboard — follow it through Stripe's guided onboarding (business details, bank account for payouts, identity verification).

Two flags tell you where you stand:

• Charges enabled — you can accept donations.
• Payouts enabled — Stripe can send funds to your bank.

If your account is still pending, Stripe usually needs another detail or document — open the Stripe onboarding link again to finish. Donations can't be accepted until charges are enabled.

Matana supports donor-advised-fund giving through OJC and The Donors' Fund using your own provider credentials. Add them in your organization's DAF provider settings — your keys are stored encrypted.

Once enabled, donors can choose that DAF on your campaign page. The grant runs through your provider and bypasses Stripe and Matana entirely. The donation is recorded immediately, and you'll see its settlement status (pending → settled) separately as the funds arrive.

Matana charges a single flat fee per campaign, based on the goal you set and paid up front when you publish. There's no percentage taken from donations — gifts reach your account in full, and the flat fee is billed separately.

See the Pricing page for how the goal-based tiers work. Final amounts are being finalized — contact us for specifics in the meantime.

When enabled on a page, donors see an optional checkbox to cover the payment processing fee so the full intended gift reaches your cause. It's the donor's choice per gift, and the covered amount is itemized on their receipt.

Open Campaigns from the sidebar and click Create new page. You'll land in Step 1 of the builder. The page won't be visible to donors until you turn on the Active toggle in Step 1 and save.

The builder has a live preview on the right showing how the page will look as you fill it in.

The page builder is split into four steps:

1. Content — title, URL slug, tagline, description, active status.
2. Payments — fundraising target, donation tiers, accepted payment sources, recurring giving options.
3. Design — header image (per device), progress bar style, layout options.
4. Theme — color scheme and typography.

You can move freely between steps. The collapsible help sidebar inside the builder calls out missing required fields with an amber indicator.

In Step 1:

• Page title (required) appears at the top of the page and is what donors see first.
• URL slug is the public address — your page lives at matana.com/<organization>/<page>. It's auto-generated from the title but you can edit the page portion.
• Tagline (optional) is a short one-liner under the title.
• Description (required) is the longer story about why the campaign matters.
• Active toggle controls whether the page is publicly visible.

In Step 2, set a target amount to display a progress bar to donors as gifts come in. The target is optional — leaving it blank just hides the progress bar.

To use named giving levels, enable donation tiers and add tiers one at a time — each has a name, amount, and short description. Donors see these as preset choices on the page. Suggested one-time amounts work without tiers if you'd rather keep it simple.

You can choose which sources to accept on a per-page basis: Credit card, Pledger, OJC Fund, and Donors Fund. Leave them all enabled to give donors maximum flexibility, or restrict the page to specific sources if your campaign requires it.

Toggle Allow subscriptions on, then pick which frequencies your page offers — any combination of weekly, monthly, quarterly, and annually. Donors will see a frequency selector on the page.

Recurring donations show up on the Subscriptions page in your dashboard with their own metrics.

In Step 3, upload a header image — you can provide separate images for desktop, tablet, and mobile, or use one image for all sizes. Uploads happen in the background; wait for each to finish (you'll see a pending state) before saving.

Then pick a progress bar style: default, chart, wave, bar, radial, or blocks. Each gives a different feel for how the goal is visualized to donors.

Step 4 has two independent controls:

• Color theme — pick one of 12 presets (Ocean, Forest, Sunset, Royal, Rose, Slate, Gold, Teal, Berry, Navy, Coral, Midnight) or set custom primary and secondary hex values.
• Typography theme — pick one of 8 presets (Classic, Modern, Editorial, Friendly, Formal, Technical, Handwritten, Display).

You can mix any color theme with any typography theme — they're completely independent.

The builder auto-saves as you work — you'll see a save indicator in the toolbar. The live preview on the right updates in real time so you can see how each change affects the donor view before you publish.

Use the undo and redo buttons in the toolbar to step backward or forward through changes you've made in the current session.

The Active toggle in Step 1 of the builder controls visibility. When active, the page is reachable at matana.com/<organization>/<page>. When inactive, visitors hitting that URL see a "campaign not active" message.

You can flip the toggle at any time without deleting the page.

From Campaigns, find the page in the list and use the row actions:

• Edit — opens the four-step builder.
• View live page — opens the public page in a new tab.
• Copy page link — puts the public URL on your clipboard for sharing.
• Delete — permanently removes the page (donations made to it stay in your records).

Use the All / Active / Inactive filter at the top of the list to find what you need faster.

Subpages are child variants of a main campaign — useful when you want a single campaign to have several entry points (different audiences, different appeals) while still rolling up into one parent. Manage them from the Subpages section on a page's details view.

Open Campaigns and click into the page's details. You'll see total raised, donation count, donor count, and conversion rate, plus the full list of donations made through that page with their own filters.

Open Donations from the sidebar. Use the search box for donor name, email, amount, or fund type. Use the filter controls to narrow by:

• Fund type
• Donation status (completed, pending, failed, etc.)
• Source campaign
• Subscription status (one-time, weekly, monthly, quarterly, annually)

Filters persist in the URL — share the link to send someone the same view. Click Reset filters to clear everything.

Apply the filters you want, then click Export CSV at the top of the table. The export reflects whatever filters are currently active, so you can pull a slice (e.g., one fund type for one quarter) without manual cleanup.

Not yet. Refunds need to be issued through the original payment processor. Contact support@matana.org if you need help with a specific donation, and we can guide you through the right process for the source it came in on.

Open Donors from the sidebar. Search by first name, last name, email, or phone. You can also filter geographically by city, state, zip, or country.

Click a donor's row in the list to open their profile. You'll see complete contact info, total amount given, donation count, last donation date, recurring status, and the full list of donations they've made across all your pages.

Not yet — donor records are read-only inside the dashboard. Use the email address on the donor's profile in your own mail client (or whatever donor-communication tool you use) for outreach.

The Subscriptions page focuses on recurring donations only. You'll see:

• Active subscriptions — total count.
• Monthly recurring revenue (MRR) — sum of currently active monthly subscriptions.
• This month's revenue — payments due this month from all frequencies.
• Ending soon — subscriptions canceled or expiring within 30 days.

Below the stats, an active subscriptions table shows each donor's amount, frequency, fund type, status, and next payment date. A separate upcoming payments table shows what's due in the next 30 days.

Direct pause/resume/cancel controls aren't in the dashboard yet. To make changes to a specific subscription, contact support@matana.org with the donor's name and the subscription details. We're working on adding these controls.

The Analytics page rolls up all your donations into:

• Headline metrics — total raised (completed only), total donations, average gift, recurring donor share.
• Monthly donations — area chart, trailing 12 months, total dollars per month.
• Donation count by month — bar chart of frequency.
• By fund type — pie chart breaking out raised by category.
• By status — pie chart of donation status distribution.

Hover any chart for exact values.

Not yet. Analytics shows a single view of all your donation data. For slice-and-dice analysis, use Donations with its filters and export to CSV.