23. How to Use the Dashboard on the Wishes App
23. How to Use the Dashboard on the Wishes App
Welcome to the Wishes App! The Dashboard is your central hub for managing and tracking all your donation activities. Whether you want to review your donation history, manage your favorite stories, or oversee your recurring donations, the Dashboard provides a comprehensive overview to enhance your fundraising experience. This guide will walk you through accessing and utilizing the Dashboard's features effectively.
Accessing the Dashboard
The Dashboard offers a detailed overview of your donation activities, favorites, and recurring donations. Follow the steps below to access and navigate the Dashboard.
Step 1: Open the Wishes App
- Action: Launch the Wishes App on your device.
- Description: Ensure you are logged into your account to access all features and personal data.
Step 2: Navigate to the Dashboard
- Action: Tap on the "Dashboard" button located in the menu at the bottom of the screen.
- Description: This will direct you to the Dashboard, where you can view and manage your donation activities.
Overview of Dashboard Features
The Dashboard provides a comprehensive view of your donation activities, including total donations, donation history, favorites, and recurring donations. Below are the key sections you will encounter:
1. Total Donations
- Description: Displays the cumulative amount you have donated over different time frames.
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Components:
- Today: Total donations made today.
- Today's Cashback: Cashback earned from today's donations.
- This Month: Total donations made this month.
- Monthly Cashback: Cashback earned from this month's donations.
- This Year: Total donations made this year.
- Annual Cashback: Cashback earned from this year's donations.
2. History of Donations
- Description: A chronological list of all your past donations, categorized by their status.
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Statuses:
- Pending: Donations that are currently being processed.
- Complete: Successfully processed donations.
- Canceled: Donations that have been canceled.
3. Favorites
- Description: A collection of stories you have marked as favorites for easy access and future donations.
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Functionality:
- View Favorites: Access a curated list of your favorite stories.
- Manage Favorites: Add or remove stories from your favorites list.
4. Recurring Donations
- Description: Manage your ongoing donation commitments to support your favorite causes regularly.
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Functionality:
- View Recurring Donations: See all active recurring donations.
- Manage Subscriptions: Modify or cancel your recurring donations as needed.
Managing Favorites
Favorites allow you to quickly access and donate to the stories that matter most to you. Here's how to manage your favorite stories.
Step 1: Access Favorites
- Action: From the Dashboard, tap on the "Favorite" button.
- Description: This will take you to the list of stories you have previously marked as favorites.
Step 2: View Favorite Stories
- Action: Browse through the list of favorite stories.
- Description: Each story card will display key details such as the story title, fundraiser goal, and amount raised.
Step 3: Add or Remove Favorites
- Action: To add a story to your favorites, navigate to the story and tap the "Favorite" icon.
- Action: To remove a story from your favorites, tap the "Favorite" icon again to deselect it.
- Description: Managing your favorites ensures that you can easily support the causes you are most passionate about.
Managing Recurring Donations
Recurring Donations enable you to support your chosen causes consistently over time. Here's how to manage your recurring donations.
Step 1: Access Recurring Donations
- Action: From the Dashboard, tap on the "Recurring Donation" button.
- Description: This will take you to the menu where you can view and manage your ongoing donation subscriptions.
Step 2: View Recurring Donations
- Action: Review the list of your active recurring donations.
- Description: Each entry will display the donation amount, the category it supports, and the next scheduled payment date.
Step 3: Unsubscribe from a Recurring Donation
- Action: To cancel a recurring donation, tap on the "Unsubscribe" button next to the respective donation.
- Description: A warning message will appear to confirm your decision.
- Action: Confirm your choice by tapping "Confirm".
- Result: The recurring donation will be canceled, and you will receive a confirmation notification.
Viewing Donation Details
The Dashboard allows you to delve into the specifics of each donation, providing transparency and detailed records.
Step 1: Access Donation History
- Action: Scroll down on the Dashboard to view the "History of Donations" section.
- Description: Here, you can see all your past donations along with their statuses.
Step 2: Use the Search Field
- Action: Utilize the search field located within the "History of Donations" section.
- Description: Enter keywords such as dates or donation amounts to filter your donation history.
- Result: Search results will be sorted by date and amount, allowing you to quickly locate specific donations.
Step 3: View Transaction Details
- Action: Tap on a specific donation entry to view detailed transaction information.
- Description: Details will include the donation amount, date, category, and current status.
Understanding Donation Statuses
Each donation you make is categorized based on its processing stage. Understanding these statuses helps you keep track of your contributions.
1. Pending
- Description: Indicates that the donation is currently being processed.
- Action: You can monitor the status until it changes to "Complete" or "Canceled".
2. Complete
- Description: The donation has been successfully processed and the funds have been allocated to the chosen category.
- Action: No further action is required for completed donations.
3. Canceled
- Description: The donation has been canceled and the funds will not be allocated.
- Action: Review the reason for cancellation and consider re-donating if desired.
Using the Support Button
The "Support" button is a forthcoming feature that will allow you to reach out for assistance directly from the app. While it is currently under development, stay tuned for future updates where you can access support seamlessly.
Important Considerations
1. Regularly Monitor Your Dashboard
- Tip: Frequently check your Dashboard to stay updated on the status of your donations and manage your recurring contributions effectively.
2. Keep Your Information Updated
- Action: Ensure that your personal and payment information is current to avoid any disruptions in your donation activities.
3. Utilize Search and Filters
- Tip: Use the search field and available filters to navigate through your donation history efficiently, especially as your list of donations grows.
4. Manage Recurring Donations Responsibly
- Action: Regularly review your recurring donations to ensure they align with your current philanthropic goals and financial capacity.
Troubleshooting Dashboard Issues
Issue 1: Unable to Access the Dashboard
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Possible Causes:
- App glitches or temporary bugs.
- Internet connectivity issues.
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Solutions:
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Check Internet Connection:
- Action: Ensure you have a stable internet connection.
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Restart the App:
- Action: Close and reopen the Wishes App to resolve temporary issues.
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Update the App:
- Action: Make sure you are using the latest version of the Wishes App available in your app store.
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Contact Support:
- Action: If the issue persists, reach out to our support team at support@wishes.com for assistance.
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Check Internet Connection:
Issue 2: Donation Entries Not Displaying Correctly
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Possible Causes:
- App synchronization issues.
- Server delays or outages.
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Solutions:
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Refresh the Dashboard:
- Action: Pull down on the Dashboard page to refresh the data.
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Restart the App:
- Action: Close and reopen the Wishes App.
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Check Server Status:
- Action: Verify if there are any ongoing server issues that might affect data display.
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Contact Support:
- Action: If donation entries are still not displaying correctly, contact our support team for assistance.
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Refresh the Dashboard:
Issue 3: Unable to Unsubscribe from Recurring Donations
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Possible Causes:
- App glitches affecting the unsubscribe functionality.
- Timing issues or restrictions on cancellation.
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Solutions:
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Verify Ambassador Status:
- Action: Ensure you are subscribed as an Ambassador to access the unsubscribe feature.
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Restart the App:
- Action: Close and reopen the Wishes App.
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Attempt Unsubscription Again:
- Action: Try unsubscribing from the recurring donation once more.
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Update the App:
- Action: Ensure you are using the latest version of the app.
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Contact Support:
- Action: If you are still unable to unsubscribe, reach out to our support team at support@wishes.com for assistance.
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Verify Ambassador Status:
Issue 4: Search Field Not Returning Results
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Possible Causes:
- Incorrect search terms or filters applied.
- App glitches affecting the search functionality.
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Solutions:
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Verify Search Terms:
- Action: Ensure you are using correct keywords, dates, or amounts to search for your donations.
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Clear Search Filters:
- Action: Reset any applied filters and try searching again.
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Restart the App:
- Action: Close and reopen the Wishes App.
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Update the App:
- Action: Make sure you are using the latest version of the Wishes App.
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Contact Support:
- Action: If the search functionality remains unresponsive, contact our support team for assistance.
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Verify Search Terms:
Need Assistance?
If you have any questions or need help while using the Dashboard, please contact our support team at support@wishes.com.
We're here to help you manage your donations effectively and ensure a smooth fundraising experience with Wishes!
Next Steps: Enhancing Your Dashboard Experience
After successfully navigating and utilizing your Dashboard, you can take the following actions to maximize your fundraising efforts and support the causes you care about:
- Track Your Donations: Use the Dashboard to monitor your donation history and keep track of your contributions over different time frames.
- Manage Favorites: Regularly update your favorite stories to ensure you can easily access and support the most important causes.
- Set Up or Modify Recurring Donations: Establish ongoing support for your chosen categories through recurring donations, or adjust them as your philanthropic goals evolve.
- Utilize the Search Function: Efficiently locate specific donations or review your donation patterns by using the search and filter options.
- Prepare for Tax Purposes: Keep organized records of your donations through the Dashboard and confirmation emails for easy access during tax season.
- Engage with Wishers: Leave encouraging messages or comments to build a supportive community around the causes you support.
- Leverage Ambassador Benefits: Take full advantage of the exclusive features available to Ambassadors, such as enhanced visibility and advanced analytics, to optimize your fundraising efforts.
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