Beacon

Edit and update your columns to find data quickly and efficiently

Quick Tip - Columns

Access the Pipeline view in this quick tip from Beacon Lighthouse

Quick Tips -Utilising the Pipeline view

Quickly find all donors without Gift Aid Declarations - essential for a Gift Aid Campaign

Quick Tips - Donors without Gift Aid

Quick Tips - Notifications

Quick Tips - Alerts

Quickly set regions in your database utilising the Smart Dropdown functionality

Quick Tips - Smart Dropdowns - Region

Quick Tips -Customising your Sidebar

Quick Tips - Dashboard Cards

Quick Tips - Dynamic VS Fixed Filters on Export Templates

Quick tips: Suggested Duplicates

Quick tips: Card visibility

Quick tips: Formalising reports

Want to manage Gift Aid in Beacon? Handy tips abound in this lesson from Lighthouse

Quick tips: The Gift Aid checklist

Quick Tips - Managing Tasks

Short videos giving you handy tips for specific functionality in Beacon

Beacon Lighthouse: Quick Tips

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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