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Changing Your Email and Password
Updating Your Email Log into your ThankView portal and click the monogrammed dropdown in the upper right-hand corner. Click Settings > My Profile > Update name and email.…
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Configuring Default Campaign Settings
Setting campaign defaults is an efficient way to ensure the same selections for various elements when creating campaigns. Defaults you may set include: Campaign Font Envelope Landing Page Video Intro…
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Setting Up 2-Step Verification
2-Step Verification is an account setting that adds an extra layer of security to your account and the sensitive contact information you upload to ThankView.…
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Updating Credit Card Information
Admins now have the ability to update their credit card information directly within their portal. Log into your ThankView portal and click the monogrammed dropdown in the upper right-hand corner.…
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Managing Users in Your Portal
A user is an individual with a unique login to a ThankView portal. Only Admins can add, edit, and delete users. Adding Users Log into your ThankView portal and click the monogrammed dropdown in the…
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User Permission Levels
When managing users in your ThankView portal, you may set various permission levels that determine how much access that user has to create and edit content, record videos, pull metrics, etc.…
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Configuring Notifications
You can receive in-app or email notifications. These notifications will alert you when: a campaign just went live you've had a successful campaign your metrics are ready to download you have videos…
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Switching Between Portals
ThankView considers a client a multi-portal organization when there are three portals under one account. A multi-portal organization has an additional permission level called Super Admin which allows…
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Accessing ThankView Academy
ThankView Academy is a dedicated learning center with courses designed to help you learn how to raise more funds, secure higher retention, and cultivate relationships that last.…
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ThankView Academy FAQs
How do I login? You may access ThankView Academy directly from the dropdown menu in the top right-hand corner or your ThankView portal. You may also enter https://academy.thankview.…
Understand your general settings and how to learn what's included in your package.