Help center

How can we help?

Step-by-step guides for running your fundraising on Occam.

Start here

Set up your organization and find your way around.

Signing in, two-step verification, your team and their roles.

Connecting Stripe, how donors pay, fees and refunds.

What donors receive, year-end statements, funds and your books.

Campaigns, your donation form, monthly giving and offline gifts.

Events, ticket sales and check-in at the door.

Tiers, your join page, renewals and expiry.

Donor profiles, custom fields, notes and tasks.

Lists that keep themselves up to date, and your major donor pipeline.

Sending email and texts, unsubscribes and automations.

Building, styling and publishing your website.

Reports, dashboards, traffic and what the numbers mean.

Bringing your records in from another system.

What to tell donors, bidders and members when they ask.

Can't find what you need?

Email info@occam.gives and we'll help.