21. How to Use the Dashboard on the Wishes App (Desktop)
21. How to Use the Dashboard on the Wishes App (Desktop)
Welcome to the Wishes App! This guide will help you navigate the Dashboard feature on the desktop version of the app. The Dashboard provides a centralized location to monitor your donation activities, manage favorites, handle recurring donations, and review your donation history. Follow the steps below to make the most of your Dashboard experience.
Navigating the Dashboard
The Dashboard is your personal hub for tracking and managing all your donation activities. It offers insights into your total donations, donation history, favorite stories, and recurring donations.
Step-by-Step Guide to Using the Dashboard
Step 1: Log In to the Wishes App on Desktop
- Action: Launch the Wishes App on your desktop.
- Details: Ensure you are logged into your account. If not, enter your email and password to access your profile.
Step 2: Access the Dashboard
- Action: Click on the "Dashboard" option located in the main menu below the navigation bar.
- Details: This will take you to your Dashboard overview page where you can view and manage your donation activities.
Step 3: Review Dashboard Overview
Upon accessing the Dashboard, you will see the following sections:
- Total Donations: Displays the cumulative amount you have donated.
- Donation History: Provides a chronological list of all your past donations.
- Favorites: Shows the stories you have marked as favorites.
- Recurring Donations: Lists any ongoing recurring donations you have set up.
Step 4: Manage Your Favorite Stories
- Action: Click on the "Favorite" button within the Dashboard.
- Details: This action will redirect you to a list of all the stories you have previously marked as favorites.
Viewing Favorite Stories
- Action: Browse through the list of favorited stories.
- Details: Here, you can revisit the stories you are passionate about, make additional donations, or share them with others.
Step 5: Manage Recurring Donations
- Action: Click on the "Recurring Donation" button within the Dashboard.
- Details: This will take you to the recurring donations management menu where you can view, modify, or cancel your recurring donations.
Unsubscribing from a Recurring Donation
- Action: Locate the recurring donation you wish to cancel and click on the "Unsubscribe" button next to it.
- Details: A warning prompt will appear to confirm your decision.
- Action: Confirm your choice by clicking "Yes" or the equivalent confirmation button.
- Result: Upon successful cancellation, you will receive a confirmation message indicating that the recurring donation has been unsubscribed.
Step 6: Monitor Donation Details
- Action: Return to the main Dashboard page.
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Details: Here, you can review detailed information about your donations categorized as follows:
- Today: Donations made on the current day.
- Today's Cashback: Cashback or rewards earned from today's donations.
- This Month: Total donations made within the current month.
- Monthly Cashback: Cashback earned from donations made this month.
- This Year: Total donations made within the current year.
- Annual Cashback: Cashback earned from donations made this year.
Step 7: Review Donation History
- Action: Scroll down on the Dashboard page to view the Donation History section.
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Details: This section lists all your past donations along with their current statuses:
- Pending: Donations that are awaiting confirmation or processing.
- Complete: Successfully processed donations.
- Canceled: Donations that have been canceled either by you or due to issues during processing.
Troubleshooting Dashboard Issues
Encountering problems while using the Dashboard? Here are some common issues and their solutions:
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Dashboard Not Loading Properly:
- Description: The Dashboard fails to load or displays incomplete information.
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Solution:
- Refresh the Page: Click the refresh button in your browser to reload the Dashboard.
- Check Internet Connection: Ensure your desktop is connected to the internet.
- Clear Cache: Clear your browser’s cache and cookies, then try accessing the Dashboard again.
- Contact Support: If the issue persists, reach out to our support team for assistance.
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Unable to Access Favorites or Recurring Donations:
- Description: Clicking on "Favorite" or "Recurring Donation" buttons does not redirect you to the respective sections.
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Solution:
- Refresh the Page: Reload the Dashboard to resolve temporary glitches.
- Try a Different Browser: Use another browser to see if the issue persists.
- Disable Extensions: Temporarily disable browser extensions that might interfere with the app.
- Contact Support: If the problem remains, contact support for further assistance.
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Donation Details Not Updating:
- Description: The donation amounts or categories are not reflecting the latest information.
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Solution:
- Refresh the Dashboard: Reload the page to fetch the latest data.
- Check Filters: Ensure no filters are applied that might restrict the displayed information.
- Contact Support: If the details still do not update, reach out to our support team.
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Issues with Unsubscribing from Recurring Donations:
- Description: Unable to unsubscribe from a recurring donation or receiving error messages.
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Solution:
- Verify Selection: Ensure you have selected the correct recurring donation to unsubscribe.
- Refresh the Page: Try refreshing the Dashboard and attempt to unsubscribe again.
- Clear Cache: Clear your browser’s cache and cookies, then try the process once more.
- Contact Support: If the issue persists, contact support for help.
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 and maximize your impact effectively!
Tips for Effective Dashboard Usage
- Regularly Monitor Donations: Frequently check your Dashboard to stay updated on your donation activities and their statuses.
- Organize Favorites: Keep your favorite stories updated to ensure easy access and continued support for causes you care about.
- Manage Recurring Donations: Periodically review your recurring donations to adjust amounts or cancel subscriptions as needed.
- Set Donation Goals: Establish personal donation goals within the Dashboard to track your progress and stay motivated.
- Secure Your Account: Protect your account by using strong passwords and enabling two-factor authentication.
- Utilize Filters: Use available filters to customize the view of your donation history based on date ranges or statuses.
- Engage with Donors and Wishers: Use the Dashboard to leave messages or updates for wishers and other donors, fostering a supportive community.
- Review Cashback Details: Keep an eye on your cashback earnings to understand the rewards associated with your donations.
- Update Payment Methods: Ensure your saved payment methods are current to avoid interruptions in your donation activities.
- Leverage Insights: Use the insights provided in the Dashboard to optimize your donation strategies and maximize your impact.
Next Steps: Enhancing Your Donation Experience
After mastering the Dashboard, consider the following steps to further enhance your donation experience:
- Explore Advanced Features: Discover additional features available to Ambassadors, such as exclusive fundraising tools and analytics.
- Connect with Other Donors: Engage with a community of like-minded donors to share experiences and support each other's causes.
- Participate in Campaigns: Join special fundraising campaigns or events to broaden your impact and support multiple causes simultaneously.
- Provide Feedback: Share your experiences and suggestions with the Wishes App team to help improve the platform and its features.
- Stay Informed: Keep up with the latest updates and features released by Wishes App to make the most of your donation activities.
- Utilize Promotional Tools: Take advantage of promotional tools to amplify your favorite stories and attract more support.
- Track Long-Term Impact: Use the Dashboard to monitor the long-term impact of your donations and celebrate the achievements of the stories you support.
- Customize Notifications: Adjust your notification settings to receive timely updates about your donations and related activities.
- Optimize Donation Timing: Analyze your donation patterns to determine the best times to contribute for maximum impact.
- Expand Your Giving: Explore new stories and nonprofits regularly to diversify your contributions and support a wider range of causes.
By following this guide, you can efficiently use the Dashboard on the Wishes App desktop version to monitor and manage your donations, ensuring your support reaches the causes that matter most to you effectively. If you need further assistance, don't hesitate to reach out to our support team.
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