This glossary defines the words you’ll see in the FundHero dashboard, listed alphabetically.
Action
A record of outreach to a contact, such as a phone call. You log one from a contact’s page with Add Interaction > Add Action. Each action has a type (Call, Email, Meet, Mail, Text or Other) and a result (Complete, Left Message, Needs Followup, Call Back, Bad Info or Other).
Ask amount
The gift size you plan to ask a contact for. Each contact has an Ask Amount, and your fundraising goal is split into ask amounts, also called fundraising tiers. See Set a fundraising goal.
Donation page
A web page where donors give to your team. Pages live at https://secure.fundhero.com/<team>/<slug> and use one of four templates: Focus, Story, Image or Event.
Donor status
A label for where a contact is in your fundraising process. The options are Prospect, Attempted Contact, Cultivation, Ready for Ask, Soft Pledge, Hard Pledge, Donor and Decline.
Donor triangle
A way of picturing your donor base: a few large donors at the top and many smaller donors at the bottom. FundHero’s goal wizard builds one from your fundraising goal.
Fee coverage
An option on donation pages that lets donors add a bit extra to cover the processing fees on their gift. Donors see it as "Cover processing fees". It’s on by default, and you can turn it off with Disable Fee Coverage in the page editor. Processing costs 2% FundHero platform fee plus Stripe’s 2.9% + $0.30, which is 4.9% + $0.30 in total.
Group
A list of contacts that you organize yourself. Create one with Add Group, add people from the contact list with Add/Remove Groups, or turn a set of filters into a group with Save as Group. The Basic plan allows up to 3 groups.
Interaction
Anything you record on a contact’s timeline. The Add Interaction menu on a contact’s page offers Send Email, Add Note, Add Action, Add Task, Add Pledge and Add Donation.
Payout
Money that Stripe transfers from your donations to your bank account. Payouts go through the Stripe account you connected to your team.
Pledge
A promise of a gift that hasn’t been received yet. You record one with Add Pledge. Pledges you’re still waiting on count as outstanding, and appear as Outstanding Pledges.
Smart group
A list of contacts that FundHero keeps up to date for you, based on rules such as "donated in the last 12 months". The dashboard calls them Smart Lists. FundHero includes built-in smart groups, and you can build your own with Add Smart Group.
Tag
A label you can put on contacts and on donations. Tags let you filter your lists and reports. Manage them from the Contacts dropdown > Tags. Reports can be filtered with Select Donation Tag.
Task
A to-do tied to a contact, with a Task Title, a Due Date and an assigned user. Open tasks appear in Outstanding Tasks on your dashboard.
Team
Your FundHero account. A team has a team name, which appears in your donation page addresses, one or more users, and one subscription. A person can belong to several teams.
Template
The word has two meanings in FundHero. Templates in the top navigation holds email templates you can load when you send email to a contact. When you create a donation page, you also choose a page template: Focus, Story, Image or Event.
Tip
An amount a donor adds on top of their gift. On a donation page, the "Cover processing fees" option is a tip. It’s shown separately from the donation amount, and results show it as Total Tips.