> For the complete documentation index, see [llms.txt](https://solutions.fundraisingbox.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://solutions.fundraisingbox.com/knowledge-base/feature-set.md). # Feature Set ### Platform Solutions – Feature Set The Platform Solutions follows a modular, building-block architecture. ### **Multi-Channel Fundraising Touchpoints** **Donation Forms** * Real-time transfer of one-time and recurring donations, as well as contact data, from any number of FundraisingBox forms * Integration of FundraisingBox duplicate detection, enhanced by preconfigured duplicate rules within the target system * Synchronization of standard information (see standard mapping table), such as email opt-ins, donation receipt preferences, donation purposes, etc. * Transfer of data from custom form fields **Fundraising Campaigns** * Automatic synchronization of fundraising campaigns, including all relevant campaign data and the campaign creator, as campaign records * Incoming donations are directly linked to the corresponding campaign * Campaigns can be managed from within the target system, e.g. adjusting fundraising goals, modifying campaign duration, or controlling publication and deactivation **Charity Shop** * Synchronization of individual donation products from the digital shopping cart of the charity shop connected to the donation forms, including associated donation data **Custom Applications** * Synchronization of data collected via organization-specific applications connected to the donation forms **Bundled Raw Data** * In addition to standard information, custom fields and metadata of a donation are automatically transferred as bundled JSON datasets per object * Enables flexible, connector-independent downstream processing without requiring additional requests **Contact/Account Data Management** * Thanks to bidirectional synchronization, updates to contact data submitted via FundraisingBox online forms are automatically written back * Ensures that duplicate detection continues to function reliably for future donations, helping prevent duplicate records *** ### **Payment Operations** **Support for Multiple Payment Methods** * Integration of various payment options, including PayPal, direct debit, credit cards, Apple Pay, Google Pay, TWINT, and others * Payments are processed directly by the payment provider and transferred to the organization’s account, ensuring fast fund availability **Recurring Payment Management** * Cancellation, pausing, reactivation, and adjustments (e.g. amount or interval) of recurring donations can be managed directly within the system * Bidirectional synchronization ensures that updates are transmitted to the original payment provider and executed accordingly **Reconciliation** * Automatic identification and allocation of payout batches to the organization’s account * Mapping of individual transactions to their respective payouts * Capture and linkage of payout data, including transaction-level and payout-level fee transparency **Direct Debit Processing (Automated)** * Fully automated handling of one-time and recurring direct debit donations * Automatic generation of SEPA-compliant mandates * Synchronization of direct debit donations and mandates for visibility and management within the system * Ability to initiate direct debit collections directly from the system (e.g. for offline direct debits) * Migration of existing recurring direct debit agreements to automated processing **Manual Direct Debit Processing** * Direct debit data can also be transferred and processed when handled manually or via third-party providers **Bank Sync (Offline Donations)** * Import of offline donations (e.g. bank transfers) via bank synchronization * Donation data can be reviewed and transferred into the system with a single click **SEPA Mandate Management** * Structured storage of SEPA mandate information, including all relevant details * Linking of mandates to payment instruments and associated transactions **Error Logging and Chargeback Handling** * Documentation of validation errors and troubleshooting information directly within the system * Updates on failed or reversed payments, including chargeback reasons where provided by the payment provider *** ### **Customer Relationship Features** **Donor Portal for Online Contacts** * Donors submitting data via FundraisingBox forms gain access to a personal overview of their donations and recurring contributions * Visibility into donation details such as amount, date, and purpose * Ability to manage existing recurring donations * Direct access to issued donation receipts for transparency * Self-service updates of personal data (e.g. name, address) * Simplified process for making additional donations with just a few clicks **Email Communication** * Synchronization of email communications sent via FundraisingBox (e.g. transactional thank-you emails) into the system --- # Agent Instructions This documentation is published with GitBook. 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