This list of help questions is a work in progress. If you don't find the answer to your question, please feel free to Contact Us. We will try to respond the same day.
We offer several features designed to help non-profit organizations. They are:
Click here to see our prices. Most features are free for non-profits to use.
Yes.
We created the site with non-profits in mind, but all are welcome to use it.
From any page, select Register from the main menu.
On most pages, there is a Contact Us link in the page footer. Click it, enter your email, message and, optionally, your phone number. We will get back to you as soon as possible, usually the same day.
In many places throughout these FAQs, and the site itself, we refer to "Projects".
This is a generic term for: Event, Sponsorship, Charitable Program, Sign-up Sheet, Wish list.
It's simpler to use the generic term "Project" than to repeat the full list each time.
To edit your project (Event, Sponsorship, Program, Sign-up, etc):
If you are finished with your project (your event is completed, your volunteer activity has passed, etc), you may mark it "inactive". It will still be available for future reference or for copying to a new project, but will no longer be visible, by default, in the My Projects display.
To mark it inactive:
By default, inactive projects are not shown.
If you think your projects are missing, click the option. This will refresh the page with all projects displayed.
You can get financial information for any project that receives payments (Events, Sponsorships, Donations):
You can access the emails sent on your behalf, but doing the following:
You can get financial information for your organization:
NeedsConnector generates several short links for your project. Some of the common links are to:
The links can be accessed in a few different places:
You can copy each link for use in emails, social media, website posts, etc.
To have all of the links emailed to yourself, click at the bottom of the list.
If this is your first project in NeedsConnector, select
If not, select your organization from the list.
The description you enter will appear at the top of your event registration page.
You can perform basic text formatting operations, as indicated in the toolbar above the text box.
You can also create links back to your organization's website.
By default, NeedsConnector creates short randomized links for your sponsorship page. Something like: www.needsconnector.com/abc123.
If you would like a more memorable name, you can specify what appears after the slash (/) in the URL. For example, if you want the link to be www.needsconnector.com/flaglerflag, specify "flaglerflag" in the Custom URL End text field.
The default starting ticket number is 1.
For a lot of events, this is fine, but there are circumstances in which you may want to change it.
For example, you are printing tickets and you want all of your tickets to have the same number of digits. In this case, you may want to start at 1000, so your tickets can be 1000-9999.
Another consideration is if you will also be selling tickets offline via printed tickets.
If you do, you may want to have one batch of numbers for printed tickets and one for online.
For example: 1,000-1,999 are printed, 2,000 - 9,999 are available online.
If you do plan to print tickets, we can generate them for your. Here are the steps:
Note: The ticket generation process may take a while. We recommend generating less than 200 at a time.
You may enter the required text in the Event Receipt text box.
It will display at the bottom of the receipt.
To receive payments, your organization needs to have an account with WePay.com.
This setup needs to be done only once per organization.
Note: We cannot withdraw funds from your account. We also do not have access to your WePay account information or credit card details.
When you set up a new WePay account, you will need to complete your WePay registration to include your tax ID information, deposit method, etc. Look for a separate email from WePay about this.
Once you grant us access, you are ready to accept payments, but you should complete your WePay setup as soon as possible to make sure your deposits are not delayed.
There are a couple of options for payment of processing fees:
Follow these steps to set a price for your event. Repeat for multiple prices:
A QR code is a square barcode which can be scanned by most smart phones. When scanned, it launches the phone's browser and accesses the webpage indicated by the QR Code.
NeedsConnector uses QR codes for the following:
You can add customized questions to the following registration forms: Events, Sponsorships, Donations and Charitable Programs. On each of these pages, you start by selecting the
option.To create a new question, click
then click the new question to edit. You are presented with the following options:Label | This is the short prompt that appears before the question |
Type |
The type of question can (one line, multiple lines, yes/no, choose 1 of, etc |
Description | This will appear below the question to provide any needed explanation |
Enabled | Once a registration exists with an answer to this question, the question can no longer be deleted. Disabling it will remove it from the registration from |
Required | Indicates if the user needs to answer the question before submitting the form, |
Searchable | If selected, this question will appear in the data-entry/administration page as a searchable item |
Internal Only | If selected, this question is only visible when a administrator or data-entry person is creating or editing the registration |
Public | Data from some charitable program registrations may be visible to the public, such as applicant wish lists. This option determines if the answer to this question is visible. |
NeedsConnector generates several short links for your project. Some of the common links are to:
The links can be accessed in a few different places:
You can copy each link for use in emails, social media, website posts, etc.
To have all of the links emailed to yourself, click at the bottom of the list.
A QR code is a square barcode which can be scanned by most smart phones. When scanned, it launches the phone's browser and accesses the webpage indicated by the QR Code.
NeedsConnector uses QR codes for the following:
From any page,
When a NeedsConnector data entry page is accessed, all records are loaded by default.
At the top of the data entry pages, are generic search criteria fields (last name, first name, email, status, payment status, etc). You can either enter text into one of these fields, or select a value in the dropdown list, if available.
Clicking "Search" after entering one or more criteria will reload the list.
If you have defined customized questions on your registration form and marked them as "searchable", you can search by those answers.
To access those search fields, select in the panel under the generic search fields.
Click "Search".
On NeedsConnector data entry pages, you have the option to send emails to registrants by following these steps:
In the project data entry page:
Note: Credit card refunds cannot be issued after 60 days.
If you wish to print a list of your event registrations, you have the following choices in the data entry page:
There are 2 ways to start the check-in procedure:
Either option will provide options to:
The check-in page will also show the customer's receipt which displays any extra items that may have been ordered.
It also shows the answers to any customized questions you added.
By default, NeedsConnector creates short randomized links for your sponsorship page. Something like: www.needsconnector.com/abc123.
If you would like a more memorable name, you can specify what appears after the slash (/) in the URL. For example, if you want the link to be www.needsconnector.com/flaglerflag, specify "flaglerflag" in the Custom URL End text field.
If you are selling sponsorships for a newsletter, website, magazine or anything that needs logos or any type of digital artwork, you will want to select the option
. When you do, people registering will be prompted to upload their artwork. You can then download all of the artwork in 1 zip file from the View Registrations page.By default, we refer to Sponsors and Sponsorships, but you may wish to sell Advertisement, Memberships, Subscriptions, etc. If you do, type in your term in the Alternate Term text field. Your users will see that term instead of Sponsorships.
Note 1: Please use a term that can be pluralized with just an "s", otherwise you page may have spelling errors.
Note 2: You will still see the term Sponsorship in many administrative functions.
No, you can choose just 1 logo, or even none.
To receive payments, your organization needs to have an account with WePay.com.
This setup needs to be done only once per organization.
Note: We cannot withdraw funds from your account. We also do not have access to your WePay account information or credit card details.
When you set up a new WePay account, you will need to complete your WePay registration to include your tax ID information, deposit method, etc. Look for a separate email from WePay about this.
Once you grant us access, you are ready to accept payments, but you should complete your WePay setup as soon as possible to make sure your deposits are not delayed.
Choosing the
option will allow your users to enter an extra donation to their sponsorship.There area a couple of payment process options you can configure:
There are a couple of options for payment of processing fees:
Follow these steps to set a price for your sponsorship. Repeat for multiple prices:
Sponsorship renewals are set when you configure the price for your sponsorships.
You can make coupons available to your users:
You can add customized questions to the following registration forms: Events, Sponsorships, Donations and Charitable Programs. On each of these pages, you start by selecting the
option.To create a new question, click
then click the new question to edit. You are presented with the following options:Label | This is the short prompt that appears before the question |
Type |
The type of question can (one line, multiple lines, yes/no, choose 1 of, etc |
Description | This will appear below the question to provide any needed explanation |
Enabled | Once a registration exists with an answer to this question, the question can no longer be deleted. Disabling it will remove it from the registration from |
Required | Indicates if the user needs to answer the question before submitting the form, |
Searchable | If selected, this question will appear in the data-entry/administration page as a searchable item |
Internal Only | If selected, this question is only visible when a administrator or data-entry person is creating or editing the registration |
Public | Data from some charitable program registrations may be visible to the public, such as applicant wish lists. This option determines if the answer to this question is visible. |
When a NeedsConnector data entry page is accessed, all records are loaded by default.
At the top of the data entry pages, are generic search criteria fields (last name, first name, email, status, payment status, etc). You can either enter text into one of these fields, or select a value in the dropdown list, if available.
Clicking "Search" after entering one or more criteria will reload the list.
If you have defined customized questions on your registration form and marked them as "searchable", you can search by those answers.
To access those search fields, select in the panel under the generic search fields.
Click "Search".
On NeedsConnector data entry pages, you have the option to send emails to registrants by following these steps:
In the project data entry page:
Note: Credit card refunds cannot be issued after 60 days.
By default, a sponsorship's start date is the day it is created in NeedsConnector. Based on how you set up the sponsorship registration, the end date is 1 month, 3 months or 1 year from the start date.
You can change the dates in the sponsorship date entry page:
You can change the dates in the sponsorship date entry page:
In the sponsorship data entry page:
This will make the sponsorship "inactive". If you wish to re-activate it at a later date,
By default, NeedsConnector creates short randomized links for your sponsorship page. Something like: www.needsconnector.com/abc123.
If you would like a more memorable name, you can specify what appears after the slash (/) in the URL. For example, if you want the link to be www.needsconnector.com/flaglerflag, specify "flaglerflag" in the Custom URL End text field.
No, you can choose just 1 logo, or even none.
To receive payments, your organization needs to have an account with WePay.com.
This setup needs to be done only once per organization.
Note: We cannot withdraw funds from your account. We also do not have access to your WePay account information or credit card details.
When you set up a new WePay account, you will need to complete your WePay registration to include your tax ID information, deposit method, etc. Look for a separate email from WePay about this.
Once you grant us access, you are ready to accept payments, but you should complete your WePay setup as soon as possible to make sure your deposits are not delayed.
Your donation page can contain just a place for donors to enter a number, or you can suggest they make certain donations.
Follow these steps to set price levels for your donation. Repeat for multiple prices:
By default, the donor will be asked to enter the amount of their donation.
If you have defined custom donation levels, you have the option of letting the user enter their own number, or in addition to the fixed price lever.
Choosing the
option will allow your users to enter that donation amount.There are a couple of options for payment of processing fees:
Select the
When you donors visit your donation page, they will be asked if they want to donate one time, monthly, quarterly or yearly
You can add customized questions to the following registration forms: Events, Sponsorships, Donations and Charitable Programs. On each of these pages, you start by selecting the
option.To create a new question, click
then click the new question to edit. You are presented with the following options:Label | This is the short prompt that appears before the question |
Type |
The type of question can (one line, multiple lines, yes/no, choose 1 of, etc |
Description | This will appear below the question to provide any needed explanation |
Enabled | Once a registration exists with an answer to this question, the question can no longer be deleted. Disabling it will remove it from the registration from |
Required | Indicates if the user needs to answer the question before submitting the form, |
Searchable | If selected, this question will appear in the data-entry/administration page as a searchable item |
Internal Only | If selected, this question is only visible when a administrator or data-entry person is creating or editing the registration |
Public | Data from some charitable program registrations may be visible to the public, such as applicant wish lists. This option determines if the answer to this question is visible. |
A NeedsConnector Program is an online registration page with the following features or setup options:
We also support a Network of programs working together. This entails a common online registration form, with applicants being assigned to one or more programs. Each program can operate independently. See the separate Network FAQs for more information.
To set up your program, complete the following information:
Only the person logged in (head of household) | The application will contain space for only 1 person's information |
Only other household members (i.e. not head of household) | The user will be prompted to enter information for each person applying. If required, they can also input information about other household members as well. |
Potentially both head of household and household members |
If your program has specific dates/time at which the applicant will be picking up donated items or receiving services, you can allow them to select the date/time when they register. Data-entry people can also set this for the applicant.
To set up available time slots, in the program editor:
If you are setting up a large event with many applicants, you can easily copy the time slot by clicking Copy - Shift. This will duplicate the time slot information, but shift the start/end time. For example: copying an 8:00-9:00am time slot, will result in a new time slot from 9:00 - 10:00am.
If you need to create several adjacent time slots without labels, you can click
. You will also be prompted for (example in parenthesis below):In this example, 32 15 minute time slots are created.
Your NeedsConnector application can prompt the user for 1 or more wishes.
The following options are available:
Predefined Needs
If your program will have multiple people potentially requesting the same item, you can create a list of predefined needs. Predefined needs can be grouped together for ease of selection. For example: disaster supplies could be grouped by food, roof supplies, construction equipment, etc
To do this, click , then click and enter the details (name, group name, description).
If you have a large amount of predefined needs to create, you can create a Comma Separated Values (CSV) file and upload to your program.
If you require documented proof for your program (e.g. identification, proof of address, proof of need), you can indicate that in the Documents to Upload section of Program setup.
Click
, then specify:You can add customized questions to the following registration forms: Events, Sponsorships, Donations and Charitable Programs. On each of these pages, you start by selecting the
option.To create a new question, click
then click the new question to edit. You are presented with the following options:Label | This is the short prompt that appears before the question |
Type |
The type of question can (one line, multiple lines, yes/no, choose 1 of, etc |
Description | This will appear below the question to provide any needed explanation |
Enabled | Once a registration exists with an answer to this question, the question can no longer be deleted. Disabling it will remove it from the registration from |
Required | Indicates if the user needs to answer the question before submitting the form, |
Searchable | If selected, this question will appear in the data-entry/administration page as a searchable item |
Internal Only | If selected, this question is only visible when a administrator or data-entry person is creating or editing the registration |
Public | Data from some charitable program registrations may be visible to the public, such as applicant wish lists. This option determines if the answer to this question is visible. |
If you would like a Donations Accepted link added to your project's online pages:
When a NeedsConnector data entry page is accessed, all records are loaded by default.
At the top of the data entry pages, are generic search criteria fields (last name, first name, email, status, payment status, etc). You can either enter text into one of these fields, or select a value in the dropdown list, if available.
Clicking "Search" after entering one or more criteria will reload the list.
If you have defined customized questions on your registration form and marked them as "searchable", you can search by those answers.
To access those search fields, select in the panel under the generic search fields.
Click "Search".
When you search for applications, you have 2 options:
On NeedsConnector data entry pages, you have the option to send emails to registrants by following these steps:
We originally wrote our online sign-up feature with volunteer sign-up in mind, but you may wish to call it something else Meeting Sign-up, Party Sign-up etc. If you do, type in your term in the Alternate Term text field. Your users will see that term instead of Volunteer.
Note 1: Please use a term that can be pluralized with just an "s", otherwise your page will have spelling errors.
Note 2: You will still see the term Volunteer in many administrative functions.
In the sign-up editor:
Daily | Options:
|
Weekly | Options:
|
Monthly |
Options: select either:
|
Yearly |
Options: select either:
|
Next, specify how long this activity will last:
No end date | The sign-up will continue to be available until you stop it |
# of occurrences | Specify the number of times the activity should repeat. |
End by | The date the recurring activity will stop |
There are 2 ways to copy an activity:
You have the following activity defined: Setup - Parking, for 08:00am - 10:00am
Copying/shifting it will result in: Setup - Parking Copy, for 10:00am - 12:00pm
On NeedsConnector data entry pages, you have the option to send emails to registrants by following these steps:
To access the list of volunteers:
For recurring activities, you can also change the description for just 1 occurrence. To do this, click the "page" icon to the right of the activity/date in the list.
A NeedsConnector Wish List is a place for your organization to post a list of wishes or needs.
It can be something you are asking supporters to buy or a service you are asking them to provide.
You can start here...
No, you may see advertisements from Amazon displayed with requested items. These are suggested items based on a search for the wish's name and description. Your supporters are free to shop anywhere.
If you would like a Donations Accepted link added to your project's online pages: