The Zinda Manual

  • Move General Information
    Open General Information

    General Information
    General Information
  • Move Login
    Open Login

    Login

    It's free to join Zinda, simply login via (Google, Microsoft, and/or Facebook) to get started

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    After logging in, you will land on the dashboard. The menu will display all options that apply to individuals

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    Login 39 words
  • Move Dashboard
    Open Dashboard

    Dashboard

    The dashboard is where you will click on the 'menu' to view your navigation options and click on your user 'profile icon' to view your current Zinda journey

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    Stats:

    Displays up to date data on the current state of the plaform for events, members, users, and organizations

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    Snippets:

    Click on 'Did you Know?' to view the event details related to that AI generated fact

    Click on 'Support by Giving' to view the individuals Zinda journey details

    Click on 'Organizations' to view all organizations currently on the platform

    Click on 'Discover' to view all public events

    Events for you:

    This section displays all public events and any private events that are applicable to you

    1. You can click on an event to see the event details
    2. You can click on the heart emoji to support the event
    3. You can click on t
    Dashboard 292 words
  • Move Explore Organizations
    Open Explore Organizations

    Explore Organizations

    To explore organizations, click on 'Explore Organizations' in the menu or click 'Organizations' under 'Snippets' on the dashboard

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    Filters:

    My Organizations - allows you to display organizations that you are a member or supporter of

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    Type - allows you to filter by organization type (non-profit or corporation)

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    Cause - allows you to filter by a specific cause that the organization has be associated with

    OrgCauseFilter.png

    Near - allows you to filter by city, state, or zip code

    OrgNearFilter.png

    Clear Filters - allows you to clear the filters

    ![OrgClearFilter.png](https://docs.zinda.org/u/orgclearfilte

    Explore Organizations 93 words
  • Move Organization Details
    Open Organization Details

    Organization Details

    To view an organization's details, click into the organization from the organization view

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    Organization's Details

    Quick reference buttons (blue) - click these to go directly to a specific section

    Donate - click 'Donate' to make a donation

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    Support - click 'Support' to support the organization

    Share - click on a social media icon to share the organization with your network

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    Organization's Donations Received

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    Organization's Location

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    _Organization's Recent & Upco

    Organization Details 127 words
  • Move Discover Events
    Open Discover Events

    Discover Events

    To discover events, click on 'Discover Events' in the menu

    DiscoverEvents.png

    Filters (provided to help you quickly navigate the information)

    My Events - displays events that you have supported, donated to, and/or plan to attend/attended

    MyEventsFilter.png

    Dates - allows you to filter by several options (just added, happening now, in the next 7 days, in the next 30 days, all upcoming events, and past events)

    DashboardFilters.png

    Organizations - allows you to filter by specific organizations

    OrgFilter.png

    Cause - allows you to filter by a specific cause

    CauseFilter.png

    Near- allows you to filter by a city, state, or zip code

    ![NearFilter.png](https://docs.zinda

    Discover Events 136 words
  • Move Event Details
    Open Event Details

    Event Details

    To view event details, click into the event from the dashboard and/or discover events in the menu

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    Details Section:

    • Quick reference buttons (orange) - click to go straight to the FAQ and/or Did you know? section (if applicable)
    • Cause buttons (green) - click to go to other events that include that specific cause
    • Donate button - click to donate to the event

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    • Attend button - click to attend an event
    • Support button - click to support an event
    • Event Wall button - click to go to the event's wall for any event updates
    • Share - click on any social media icon to share the event with your network

    Event Organizer Section (click on the organizer to go to the organization's details)

    Event Details 155 words
  • Move Zinda Journey
    Open Zinda Journey

    Zinda Journey

    To view your Zinda journey, click on 'Zinda Journey' in the menu (journey entries are clickable)

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    Zinda Journey 19 words
  • Move Your Donations
    Open Your Donations

    Your Donations

    To view your donations, click on 'Your Donations' in the menu

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    Your Donations 15 words
  • Move Your Events
    Open Your Events

    Your Events

    To view your events, click on 'Your Events' in the menu (click on event name to go to the event page and/or click on organization name to go to the organization's page)

    YourEvents (2).png

    Your Events 36 words
  • Move Profile
    Open Profile

    Profile

    To view your profile, click on 'Profile' in the menu (profile is view only, except organization icons are clickable and will take you to the organization's page)

    Profile.png

    Profile 29 words
  • Move Non-Profit Admins
    Open Non-Profit Admins

    Non-Profit Administrators
    Non-Profit Admins
  • Move Non-Profits Apply to Zinda
    Open Non-Profits Apply to Zinda

    Non-Profit Administrator:

    Apply to join the Zinda platform by clicking 'Apply to Join Zinda'

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    Enter required information and click 'Submit'

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    Non-Profits Apply to Zinda 22 words
  • Move Organization Information
    Open Organization Information

    Organizations

    Organizations are initially created by Zinda administrators. Zinda admins also initially assign an organization administrator and then you can assign additional as needed. An admin can only be assigned to one organization at a time. The majority of the fields are editable except verification status and type. You can add their social media links (optional).

    Click 'Organization' in the menu and enter the required information + click 'Update'

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    Edit Organization

    To edit the organization information, click on 'Organization' in the menu and it will automatically display in edit mode. Make changes and click 'Update'

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    Organization Information 99 words
  • Move Organization Members
    Open Organization Members

    Organization Members

    You are responsible for adding and removing your members on the platform. You should see youself displayed as the administrator for your organization.

    Click on 'Members' in the menu

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    Add Members (click 'Add Members' and follow on-screen instructions + click 'Create Members')

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    Assign Member as Admin

    Assign a member as an organization admin by toggling the administrator slider on. Toggle off to unassign.

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    Remove a Member (click 'Remove')

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    Organization Members 80 words
  • Move Payments
    Open Payments

    Payments

    To connect your payment provider to Zinda which will enable your organization to receive donations (if applicable), follow the instructions below:

    Organization Payments (click on 'Payments' in the menu)

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    Stripe Settings

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    Stripe Setup Instructions - Step 1

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    Stripe Setup Instructions - Step 2

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    After going to your Stripe dashboard (click on 'Developers')

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    Click on 'API Keys'

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    Click on 'Webhooks'

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    Click on 'Create an event destination' - if no event destination exists

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    Payments 162 words
  • Move Create Events
    Open Create Events

    Create Events

    To create a new event go to the menu and click 'Events'

    Create a new event by clicking 'Create New'

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    Enter event details + click 'Save Draft'

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    Note: After saving the draft event, these options will be displayed. This is where the AI generated content can be enabled. If no AI content is desired, click 'Save Draft' to save but not publish the event, or 'Save and Publish' to publish the event. Once published, the event has limited edit options.

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    AI Generated Examples:

    FAQ's image (13).png

    Did You Know? image (14).png

    Create Events 99 words
  • Move View/Manage Events
    Open View/Manage Events

    View/Manage Events (hover over ‘Manage’ button to access additional options)

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    Edit Events (click 'Edit' to enable limited event editing)

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    Participants (click 'Participants' to view attendees, donors, and event supporters)

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    Donations (click 'Donations' to view donations received for the event)

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    View/Manage Events 47 words
  • Move Non-Profit Reports
    Open Non-Profit Reports

    Donation Summary

    You can view donations made by members of your organization by clicking 'Donation Summary' in the menu.

    Donation Summary (view only)

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    Attendance Summary

    You can view events that members of your organization attended by clicking on 'Attendance Summary' in the menu.

    Attendance Summary (event name and organization name are clickable)

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    Non-Profit Reports 56 words
  • Move Corporation Admins
    Open Corporation Admins

    Corporation Administrators
    Corporation Admins
  • Move Corporations Apply to Zinda
    Open Corporations Apply to Zinda

    Corporation Administrators

    Apply to join the Zinda platform by clicking 'Apply to Join Zinda'

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    Enter the required information and click 'Submit'

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    Corporations Apply to Zinda 23 words
  • Move Corporation Information
    Open Corporation Information

    Corporations (Organization)

    Corporations are initially created by Zinda administrators. Zinda admins also initially assign a corporation administrator and then you can assign additional as needed. An admin can only be assigned to one organization at a time. The majority of the fields are editable except verification status and type. You can add their social media links (optional).

    Click 'Organization' in the menu and enter the required information + click 'Update'

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    Edit Organization

    To edit the organization information, click on 'Organization' in the menu and it will automatically display in edit mode. Make changes and click 'Update'

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    Corporation Information 100 words
  • Move Corporation Members
    Open Corporation Members

    Corporation Members

    You are responsible for adding and removing your members on the platform. You should see yourself displayed as the administrator for your organization.

    Click on 'Members' in the menu

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    Add Members (click 'Add Members' and follow on-screen instructions + click 'Create Members')

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    Assign Member as Admin

    Assign a member as a corporation admin by toggling the administrator slider on. Toggle off to unassign.

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    Remove a Member (click 'Remove Member')

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    Corporation Members 81 words
  • Move Corporation Reports
    Open Corporation Reports

    Donation Summary

    You can view donations made by members of your corporation by clicking on 'Donation Summary' in the menu.

    Donation Summary (view only)

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    Attendance Summary

    You can view events that members of your corporation attended by clicking on 'Attendance Summary' in the menu.

    Attendance Summary (event name and organization name are clickable)

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    Corporation Reports 57 words