# Beacon guide

> Hi {{first\_name|fallback:"there"}}! Here's your guide to everything about Beacon.

## Getting started

- [Getting started with Beacon](https://guide.beaconcrm.org/en/articles/5717584-getting-started-with-beacon.md): A quick overview of the Beacon platform.
- [Learning how to use Beacon](https://guide.beaconcrm.org/en/articles/5772685-learning-how-to-use-beacon.md): Join our Lighthouse academy and join our regular learning events to make the most out of your Beacon account
- [Create your first few records](https://guide.beaconcrm.org/en/articles/5717583-create-your-first-few-records.md): Learn to manually input and edit data into Beacon
- [Invite your team members](https://guide.beaconcrm.org/en/articles/5717578-invite-your-team-members.md): Invite your colleagues to your account as Beacon users
- [Managing team members](https://guide.beaconcrm.org/en/articles/5963843-managing-team-members.md): Inviting and updating team members

## Record types

- [Record types overview](https://guide.beaconcrm.org/en/articles/5720108-record-types-overview.md): Summary descriptions of all available record types in a Beacon account
- [Working with fundraising pages](https://guide.beaconcrm.org/en/articles/6423417-working-with-fundraising-pages.md): Track who is raising money for your organisation
- [Primary fields](https://guide.beaconcrm.org/en/articles/9795240-primary-fields.md): What is a primary field and what can you do with it?
- [Advanced customisation; adding custom record types.](https://guide.beaconcrm.org/en/articles/11659777-advanced-customisation-adding-custom-record-types.md): What to do when your data doesn't fit in Beacon's core record types
- [The people record type](https://guide.beaconcrm.org/en/articles/5717582-the-people-record-type.md): Store everyone involved in making your organisation a success
- [The activities record type](https://guide.beaconcrm.org/en/articles/5923049-the-activities-record-type.md): Tracking your day-to-day activities and communications as an organisation
- [Working with tasks](https://guide.beaconcrm.org/en/articles/5720086-working-with-tasks.md): Beacon's in-built to-do list - how to view and create tasks manually or via Beacon forms
- [Working with campaigns](https://guide.beaconcrm.org/en/articles/5720102-working-with-campaigns.md): Track ongoing and historic outreach, fundraising, and event based campaigns - managing, creating and customising campaign records
- [What are campaign members?](https://guide.beaconcrm.org/en/articles/5720097-what-are-campaign-members.md): Linking people to campaigns - store and track campaign-specific information for a person or organisation.
- [Adding people in bulk to a campaign](https://guide.beaconcrm.org/en/articles/5720096-adding-people-in-bulk-to-a-campaign.md): Create related campaign member records for multiple people at a time
- [Working with events](https://guide.beaconcrm.org/en/articles/5720094-working-with-events.md): Creating events in Beacon, using event registration forms to sell tickets and linking people and payments to events
- [What are event attendees?](https://guide.beaconcrm.org/en/articles/5720091-what-are-event-attendees.md): Link your people to events - track and store event-specific information for a particular person
- [Emailing and printing event attendees](https://guide.beaconcrm.org/en/articles/5720090-emailing-and-printing-event-attendees.md): Finding attendees - exporting, emailing and printing a list of people attending your event.
- [Event registration forms: invoicing ticket purchases](https://guide.beaconcrm.org/en/articles/8035752-event-registration-forms-invoicing-ticket-purchases.md): Remove the need to pay upfront for tickets - send ticket purchasers an invoice
- [Tracking event invitations and attendance](https://guide.beaconcrm.org/en/articles/9100862-tracking-event-invitations-and-attendance.md): Best practice advice on how to track who you've invited to events, as well as their registration and attendance.
- [The payments record type](https://guide.beaconcrm.org/en/articles/5720105-the-payments-record-type.md): What to use each field for and how to add new payment records
- [The payout record type](https://guide.beaconcrm.org/en/articles/5720166-the-payout-record-type.md): Group your payments into batches to represent money received into your bank
- [Payments vs subscriptions](https://guide.beaconcrm.org/en/articles/5720106-payments-vs-subscriptions.md): The key differences between payments and subscriptions, and how they relate to each other
- [Allocating donations to funds](https://guide.beaconcrm.org/en/articles/5720095-allocating-donations-to-funds.md): Restricted or unrestricted funds? How to indicate in Beacon where donations should be spent.
- [Funds vs campaigns](https://guide.beaconcrm.org/en/articles/5720103-funds-vs-campaigns.md): The key differences between funds and campaigns - tracking where donations came from vs where they will be spent
- [Working with major gifts](https://guide.beaconcrm.org/en/articles/5720544-working-with-major-gifts.md): Manage prospects through each stage of their gift journey
- [Working with trust and foundation grants](https://guide.beaconcrm.org/en/articles/5720089-working-with-trust-and-foundation-grants.md): Manage your organisation's funding applications through their entire lifecycle
- [Working with grantmaking](https://guide.beaconcrm.org/en/articles/7143670-working-with-grantmaking.md): Manage your end-to-end grant programmes from application, to award, to evaluation.
- [Working with legacies](https://guide.beaconcrm.org/en/articles/5720087-working-with-legacies.md): Storing and managing larger gifts left to you in a donor's will
- [Working with volunteers](https://guide.beaconcrm.org/en/articles/5720080-working-with-volunteers.md): Managing applications, tracking hours and shifts, and collecting important information with Beacon forms
- [Working with cases](https://guide.beaconcrm.org/en/articles/5720081-working-with-cases.md): Create and manage case records
- [Working with alumni](https://guide.beaconcrm.org/en/articles/15291775-working-with-alumni.md): Manage your alumni network and create precise targeting for fundraising & events

## Working with data

- [Understanding timelines](https://guide.beaconcrm.org/en/articles/5720116-understanding-timelines.md): Easily see changes and activity relating to your records
- [Working with Beacon AI](https://guide.beaconcrm.org/en/articles/9718369-working-with-beacon-ai.md): Your CRM AI assistant.
- [Managing Subject Access Requests \(SARs\) for people in Beacon](https://guide.beaconcrm.org/en/articles/16251325-managing-subject-access-requests-sars-for-people-in-beacon.md): How to action Subject Access Requests and best practice advice for securely sharing the data your charity holds on a contact.
- [Working with views](https://guide.beaconcrm.org/en/articles/5720117-working-with-views.md): Set up multiple views for you or your team to quickly see the data that matters
- [Finding duplicate records](https://guide.beaconcrm.org/en/articles/5720112-finding-duplicate-records.md): Keep an accurate, single view of your supporters by filtering for and merging duplicate records
- [Managing your Columns](https://guide.beaconcrm.org/en/articles/5720537-managing-your-columns.md): Change what you can see when viewing a list of records - a powerfully efficient first glance at your data
- [Searching & filtering records](https://guide.beaconcrm.org/en/articles/5717579-searching-filtering-records.md): Quickly and easily find records
- [Helpful filtering examples](https://guide.beaconcrm.org/en/articles/5720118-helpful-filtering-examples.md): Some step-by-step examples of filters to help you customise the way you see your data
- [Working with mandatory fields](https://guide.beaconcrm.org/en/articles/16097177-working-with-mandatory-fields.md): How to locate records that are missing specific data
- [Deleting records](https://guide.beaconcrm.org/en/articles/5720113-deleting-records.md): How to get rid of records you no longer need
- [Merging records](https://guide.beaconcrm.org/en/articles/5720115-merging-records.md): Merge multiple records into a single record
- [Bulk updating records](https://guide.beaconcrm.org/en/articles/5720111-bulk-updating-records.md): Adding the same information to multiple records in one go
- [Bulk creating related records](https://guide.beaconcrm.org/en/articles/5720110-bulk-creating-related-records.md): Simultaneously create multiple records that relate to a given list of records in Beacon
- [Moving data from one place to another](https://guide.beaconcrm.org/en/articles/5759527-moving-data-from-one-place-to-another.md): Move data between fields on the same record, or change People records into Organisation records
- [Defining relationships between people](https://guide.beaconcrm.org/en/articles/6453533-defining-relationships-between-people.md): Beacon lets you define and configure how people relate to other people and organisations in your database.
- [Recording soft credits](https://guide.beaconcrm.org/en/articles/6817580-recording-soft-credits.md): Track the value of payments to people and organisations when they're not the payer or donor.
- [Managing contact consent](https://guide.beaconcrm.org/en/articles/5717581-managing-contact-consent.md): Correctly store information on how you are permitted to contact supporters
- [Working with money in multiple currencies](https://guide.beaconcrm.org/en/articles/5720119-working-with-money-in-multiple-currencies.md): Store money in any currency you like
- [Tracking pledges](https://guide.beaconcrm.org/en/articles/8695394-tracking-pledges.md): Find the best way to store different types of pledges in your account
- [Beacon Data Warehouse](https://guide.beaconcrm.org/en/articles/10588138-beacon-data-warehouse.md): Access your Beacon data using SQL, and pipe into another data warehouse, data lake, or BI tool \(such as PowerBI\) using Beacon Data Warehouse
- [Managing membership renewals](https://guide.beaconcrm.org/en/articles/11808167-managing-membership-renewals.md): Create timely, personal communications to make reminding members to renew a breeze
- [Data Cleansing Dashboard](https://guide.beaconcrm.org/en/articles/12180454-data-cleansing-dashboard.md)
- [Working with collection tins](https://guide.beaconcrm.org/en/articles/13285667-working-with-collection-tins.md): Keep track of and manage collection tins, pots, buckets or boxes of smaller donations from the local community
- [Managing joint records and households](https://guide.beaconcrm.org/en/articles/10393248-managing-joint-records-and-households.md): How to manage the various ways you might interact with a couple, family, or household.

## Importing your data

- [Import your data](https://guide.beaconcrm.org/en/articles/5717577-import-your-data.md): Easily bring data into Beacon from anywhere with Beacon's flexible importing
- [Importing files to Beacon](https://guide.beaconcrm.org/en/articles/6217878-importing-files-to-beacon.md): Uploading files in bulk to Beacon with import templates.
- [Deduplicating your data from imports](https://guide.beaconcrm.org/en/articles/5997880-deduplicating-your-data-from-imports.md): Learn to create, match, and update records when importing your data to avoid duplicates in your database.
- [How to 'undo' an import](https://guide.beaconcrm.org/en/articles/5720538-how-to-undo-an-import.md): Reset or re-import incorrect or duplicate data created by an import
- [Import relationships](https://guide.beaconcrm.org/en/articles/6751891-import-relationships.md): Add relationships to Beacon in bulk
- [How to remove dropdown values using an import](https://guide.beaconcrm.org/en/articles/15564373-how-to-remove-dropdown-values-using-an-import.md): How to use a CSV to remove dropdown values from records in Beacon
- [Using import templates](https://guide.beaconcrm.org/en/articles/5720144-using-import-templates.md): Standardise the way your data flows into Beacon from multiple different sources
- [Importing with Beacon Quick Start Templates](https://guide.beaconcrm.org/en/articles/5720539-importing-with-beacon-quick-start-templates.md): Getting your existing data into your new CRM
- [Importing your data using smart columns](https://guide.beaconcrm.org/en/articles/5720140-importing-your-data-using-smart-columns.md): Modify the format of your data without leaving the Beacon interface
- [Helpful examples of smart columns](https://guide.beaconcrm.org/en/articles/5720139-helpful-examples-of-smart-columns.md): Some handy use cases and formula examples for setting up smart columns
- [Importing recurring payments & memberships](https://guide.beaconcrm.org/en/articles/5720142-importing-recurring-payments-memberships.md): What you'll need for your initial import and how to set up ongoing imports
- [Importing from JustGiving](https://guide.beaconcrm.org/en/articles/5720138-importing-from-justgiving.md): Importing past JustGiving data with a Beacon standard import template
- [Importing from Donr](https://guide.beaconcrm.org/en/articles/5720134-importing-from-donr.md): Easily import SMS donations with one of three Beacon standard import templates
- [Importing from BT MyDonate](https://guide.beaconcrm.org/en/articles/5720133-importing-from-bt-mydonate.md): Easily import donation data from BT MyDonate using a Beacon standard import template
- [Importing from Facebook](https://guide.beaconcrm.org/en/articles/5720137-importing-from-facebook.md): Import donation data from Facebook and Instagram using Beacon's library template
- [Importing from Enthuse](https://guide.beaconcrm.org/en/articles/6519337-importing-from-enthuse.md): How to bring your historical Enthuse data into Beacon
- [How to import your donations from Benevity](https://guide.beaconcrm.org/en/articles/5720545-how-to-import-your-donations-from-benevity.md): Add any donations you receive via Benevity into your Beacon database with a pre-built import template
- [Importing from CAF](https://guide.beaconcrm.org/en/articles/6457755-importing-from-caf.md): Bring all your CAF donations into Beacon
- [Importing from Mailchimp](https://guide.beaconcrm.org/en/articles/8600877-importing-from-mailchimp.md): Add your initial Mailchimp contacts into Beacon, ready for our integration to automate it going forwards.
- [Importing from Fundraise Up](https://guide.beaconcrm.org/en/articles/9353232-importing-from-fundraise-up.md): Use our pre-built templates to easily export from Fundraise Up and import into Beacon
- [Importing from Donorfy \(Access\)](https://guide.beaconcrm.org/en/articles/10206544-importing-from-donorfy-access.md): When migrating from Donorfy \(Access\), use the guide below to make your transition as simple and easy as possible
- [Using survey tools with Beacon \(such as SurveyMonkey / TypeForm\)](https://guide.beaconcrm.org/en/articles/10011466-using-survey-tools-with-beacon-such-as-surveymonkey-typeform.md)
- [Importing from PayPal Giving Fund](https://guide.beaconcrm.org/en/articles/11470497-importing-from-paypal-giving-fund.md): Import donation data from PayPal Giving Fund using Beacon's library template
- [Importing from goDonate](https://guide.beaconcrm.org/en/articles/11553852-importing-from-godonate.md): goDonate is a UK-based digital fundraising platform specifically designed for charities.
- [Importing from Gatherwell](https://guide.beaconcrm.org/en/articles/12354689-importing-from-gatherwell.md): Gatherwell is a UK-based digital lottery system designed for charities
- [Importing from Stewardship](https://guide.beaconcrm.org/en/articles/15924958-importing-from-stewardship.md)

## Exporting your data

- [Export your data](https://guide.beaconcrm.org/en/articles/5717571-export-your-data.md): Easily get your data our of Beacon with ad-hoc CSV exporting and export templates
- [Standardising your exports with export templates](https://guide.beaconcrm.org/en/articles/5720150-standardising-your-exports-with-export-templates.md): Easily export data from Beacon in a format that works for you
- [How to export your data in Safari](https://guide.beaconcrm.org/en/articles/5720149-how-to-export-your-data-in-safari.md): Correctly download your CSV exports in Safari
- [Sending emails from Beacon](https://guide.beaconcrm.org/en/articles/5720147-sending-emails-from-beacon.md): Merge record fields into your email content with email templates
- [Adding logos to emails](https://guide.beaconcrm.org/en/articles/8115584-adding-logos-to-emails.md): Adding logos to your outbound email communication from Beacon
- [Document merge](https://guide.beaconcrm.org/en/articles/5720148-document-merge.md): Automatically generate documents for records in Beacon with one click
- [Printing multiple Word documents](https://guide.beaconcrm.org/en/articles/5720532-printing-multiple-word-documents.md): Save time and stop printing your merged documents one-by-one
- [Exporting addresses to Google Maps](https://guide.beaconcrm.org/en/articles/6075085-exporting-addresses-to-google-maps.md): Quickly create multi-location maps to display a group of addresses from your Beacon account.
- [Helpful exporting examples](https://guide.beaconcrm.org/en/articles/8172933-helpful-exporting-examples.md): How to report on the data you need from your CRM
- [Using Time Machine](https://guide.beaconcrm.org/en/articles/10226748-using-time-machine.md): Go back in time to export your data in the past
- [Print address labels for your postal mailings](https://guide.beaconcrm.org/en/articles/8645302-print-address-labels-for-your-postal-mailings.md): How to print address labels for your Beacon mailing list with Microsoft Word
- [Exporting via the API](https://guide.beaconcrm.org/en/articles/12539278-exporting-via-the-api.md): Programmatically export data from Beacon using our open API

## Managing your database

- [Keyboard shortcuts](https://guide.beaconcrm.org/en/articles/9297121-keyboard-shortcuts.md)
- [Address autocomplete](https://guide.beaconcrm.org/en/articles/9578072-address-autocomplete.md): Help your team, and people filling in your forms, to enter addresses more easily and more accurately.
- [Managing data retention and right to erasure for people in Beacon](https://guide.beaconcrm.org/en/articles/12540907-managing-data-retention-and-right-to-erasure-for-people-in-beacon.md): How to action right to be forgotten requests and best practice advice for removing contacts according to your data retention policy
- [Sandbox accounts](https://guide.beaconcrm.org/en/articles/15351597-sandbox-accounts.md): Need to test a new idea, safely train new staff, or provide developers with a separate environment? Create a sandbox.
- [Creating new record types](https://guide.beaconcrm.org/en/articles/5720122-creating-new-record-types.md): Creating new ways to store data that doesn't fit in the Beacon core record types
- [Customising the sidebar](https://guide.beaconcrm.org/en/articles/5720121-customising-the-sidebar.md): Re-order and organise the record types you want to regularly and easily access, and hide the ones you don't
- [Adding alerts to records](https://guide.beaconcrm.org/en/articles/5720120-adding-alerts-to-records.md): Highlight the important information that you want to see straight away on a record
- [Advanced customisation; understanding Beacon's core data structure](https://guide.beaconcrm.org/en/articles/10667737-advanced-customisation-understanding-beacon-s-core-data-structure.md): Beacon's data structure; how and why data is split into related records
- [Field types](https://guide.beaconcrm.org/en/articles/5720294-field-types.md): Deciding which type of field will best store your information
- [Customising records & fields](https://guide.beaconcrm.org/en/articles/5720296-customising-records-fields.md): Top tips on creating and editing new cards and fields, understanding card types, setting alerts and developing structure
- [Create/add a new field](https://guide.beaconcrm.org/en/articles/5720295-create-add-a-new-field.md): Storing information that doesn't quite fit in existing fields
- [How to edit a field](https://guide.beaconcrm.org/en/articles/5720546-how-to-edit-a-field.md): Changing details about a field - the name, help text, dropdown-options, and more
- [How to change drop-down list options](https://guide.beaconcrm.org/en/articles/5720124-how-to-change-drop-down-list-options.md): Add to the range of possible values in a drop-down field
- [How to change gender options in Beacon](https://guide.beaconcrm.org/en/articles/5720107-how-to-change-gender-options-in-beacon.md): Add or remove options to fit your needs as an organisation
- [Auto-number fields](https://guide.beaconcrm.org/en/articles/5720125-auto-number-fields.md): Read-only number fields that are automatically set based on each new record created.
- [Working with Record ID](https://guide.beaconcrm.org/en/articles/5972399-working-with-record-id.md): What is a Record ID, and what can I do with it?
- [Limiting the users in a point to a user field](https://guide.beaconcrm.org/en/articles/8000901-limiting-the-users-in-a-point-to-a-user-field.md): Show only the relevant users in your user drop-downs
- [How to edit a drop-down field](https://guide.beaconcrm.org/en/articles/6780576-how-to-edit-a-drop-down-field.md): Change, add or re-order options in a drop-down.
- [Comparing field types](https://guide.beaconcrm.org/en/articles/9579103-comparing-field-types.md): How do I decide which type of field to use?
- [Smart fields](https://guide.beaconcrm.org/en/articles/5720293-smart-fields.md): Intelligent, read-only fields that auto-calculate their values every time you update a record in Beacon
- [Working with dates in smart fields](https://guide.beaconcrm.org/en/articles/5720530-working-with-dates-in-smart-fields.md): Manipulate dates or change their formatting with date and short text smart fields
- [Helpful smart field examples](https://guide.beaconcrm.org/en/articles/5720292-helpful-smart-field-examples.md): Setting up smart or rollup fields with some useful examples
- [Rollup fields](https://guide.beaconcrm.org/en/articles/5720132-rollup-fields.md): Summarise data from related records - roll up information that lives elsewhere in Beacon
- [Using mailing names in Beacon](https://guide.beaconcrm.org/en/articles/5720131-using-mailing-names-in-beacon.md): Using smart fields to auto-set salutations and envelope names, including the option to override with custom options
- [Donation rollup fields](https://guide.beaconcrm.org/en/articles/8912439-donation-rollup-fields.md): How to view a person's first and last donation on their People record
- [Card: List of related records](https://guide.beaconcrm.org/en/articles/5720130-card-list-of-related-records.md): Show records that relate to the record you are looking at
- [Card: List of fields](https://guide.beaconcrm.org/en/articles/5720129-card-list-of-fields.md): View and edit cards that list the fields stored on a given record.
- [Card: Lookup list of fields](https://guide.beaconcrm.org/en/articles/5720128-card-lookup-list-of-fields.md): Surface fields from records that are pointed at by this record
- [Card: Summary metric](https://guide.beaconcrm.org/en/articles/5720127-card-summary-metric.md): Show a single number that summarises information stored on related records
- [Card: Chart](https://guide.beaconcrm.org/en/articles/5720126-card-chart.md): Visualise data that relates to an individual record with charts

## Working with forms

- [Accepting privacy policies or terms through forms](https://guide.beaconcrm.org/en/articles/6039881-accepting-privacy-policies-or-terms-through-forms.md): Logging acceptance of Policies and Terms within your Beacon forms
- [Beacon forms](https://guide.beaconcrm.org/en/articles/5720199-beacon-forms.md): Overview of the different form types, the features of forms, and how to create them
- [Form sections and fields](https://guide.beaconcrm.org/en/articles/5720194-form-sections-and-fields.md): Customising your form - style, re-order and add to your forms
- [Adding questions to your forms](https://guide.beaconcrm.org/en/articles/8027479-adding-questions-to-your-forms.md): Step-by-step guide on how to get the questions you want to ask onto your forms
- [Using fixed data in forms](https://guide.beaconcrm.org/en/articles/5720191-using-fixed-data-in-forms.md): Add specific data to all form submissions to help automatically categorise records
- [Success actions on form submit](https://guide.beaconcrm.org/en/articles/5720189-success-actions-on-form-submit.md): What happens when a supporter submits a form - deciding what they should see next
- [Acknowledgements and notifications on forms](https://guide.beaconcrm.org/en/articles/5720192-acknowledgements-and-notifications-on-forms.md): Notify your supporters and team each time a form is submitted
- [Collecting contact consent in forms](https://guide.beaconcrm.org/en/articles/5720193-collecting-contact-consent-in-forms.md): Find out how your supporters want to be contacted
- [Deduplicating data from forms](https://guide.beaconcrm.org/en/articles/8194117-deduplicating-data-from-forms.md): How deduplication works for form submissions
- [Collecting signups with Beacon](https://guide.beaconcrm.org/en/articles/5720198-collecting-signups-with-beacon.md): Creating a Signup form - easily collect sign ups online
- [Donation forms](https://guide.beaconcrm.org/en/articles/5720178-donation-forms.md): Creating a Beacon donation form; easily collect individual or recurring donations online
- [Event registration forms \(Ticketing\)](https://guide.beaconcrm.org/en/articles/5720195-event-registration-forms-ticketing.md): Creating an event registration form - adding ticket options, collecting attendee information and accepting additional donations
- [Memberships](https://guide.beaconcrm.org/en/articles/5720172-memberships.md): Creating a membership form - adding membership options, collecting member details and accepting additional donations
- [Letting people access their details with the Beacon Portal](https://guide.beaconcrm.org/en/articles/5720529-letting-people-access-their-details-with-the-beacon-portal.md): Make it easy for your supporters and clients to access and make changes to their details via a secure form
- [Field and section visibility on forms](https://guide.beaconcrm.org/en/articles/6884852-field-and-section-visibility-on-forms.md): Level up your forms with conditional questions so that users only see what's important to them.
- [Membership forms: invoicing new members](https://guide.beaconcrm.org/en/articles/7211325-membership-forms-invoicing-new-members.md): Remove the need for members to pay upfront for their membership - send them an invoice
- [Using URL parameters with Beacon forms](https://guide.beaconcrm.org/en/articles/6530857-using-url-parameters-with-beacon-forms.md): Dynamically set the data and pre-fill information in your forms using URL variables
- [Using QR Codes with Beacon forms](https://guide.beaconcrm.org/en/articles/7959746-using-qr-codes-with-beacon-forms.md): Direct to a form using a QR Code
- [Embedding forms in your website](https://guide.beaconcrm.org/en/articles/5720171-embedding-forms-in-your-website.md): Run Beacon forms in your website - customise the content that shows around your form
- [Adding file uploads to forms](https://guide.beaconcrm.org/en/articles/5720190-adding-file-uploads-to-forms.md): Allow people to submit files with any Beacon form
- [Submission agreements](https://guide.beaconcrm.org/en/articles/6765850-submission-agreements.md): Add mandatory checkboxes to your forms
- [Run a Gift Aid declaration campaign](https://guide.beaconcrm.org/en/articles/5720183-run-a-gift-aid-declaration-campaign.md): Run a campaign to increase your Gift Aid declarations with a Beacon form
- [How to manage cancelled tickets](https://guide.beaconcrm.org/en/articles/8850332-how-to-manage-cancelled-tickets.md): If someone cancels their event registration, how should you manage this in Beacon?
- [Can Beacon be used to run an online raffle or lottery?](https://guide.beaconcrm.org/en/articles/5720163-can-beacon-be-used-to-run-an-online-raffle-or-lottery.md)
- [How Beacon uses hCAPTCHA to protect your forms](https://guide.beaconcrm.org/en/articles/9388863-how-beacon-uses-hcaptcha-to-protect-your-forms.md)
- [How to manage multiple currency donation forms](https://guide.beaconcrm.org/en/articles/9734823-how-to-manage-multiple-currency-donation-forms.md): Allow supporters to donate in any currency you like
- [Printing forms and viewing responses](https://guide.beaconcrm.org/en/articles/9638737-printing-forms-and-viewing-responses.md): Getting a blank version of the form, or the form submissions, out of Beacon
- [How to collect feedback from supporters](https://guide.beaconcrm.org/en/articles/15885963-how-to-collect-feedback-from-supporters.md): How to use a custom record type and a sign up form to collect feedback from supporters
- [Target donors using Meta](https://guide.beaconcrm.org/en/articles/16351458-target-donors-using-meta.md): Meta Ads targeting and custom audiences for Beacon forms

## Reporting on your data

- [Helpful Dashboard Examples](https://guide.beaconcrm.org/en/articles/5925882-helpful-dashboard-examples.md): Set up and customise your dashboard to keep an up-to-date view of the things that are most important to you.
- [Charts](https://guide.beaconcrm.org/en/articles/5720152-charts.md): Generate a chart from any data you have stored in your database
- [Dashboards](https://guide.beaconcrm.org/en/articles/5720082-dashboards.md): Customise and share dashboards access the metrics and information that matters most to you
- [Campaign hierarchies](https://guide.beaconcrm.org/en/articles/8572880-campaign-hierarchies.md): Track the success of complex campaigns with a 'hierarchy' of campaign records.

## Collecting payments

- [Accepting Stripe payments](https://guide.beaconcrm.org/en/articles/5720177-accepting-stripe-payments.md): Accept one-off and recurring card payments on donation, membership and event forms
- [GoCardless Direct Debits](https://guide.beaconcrm.org/en/articles/5720175-gocardless-direct-debits.md): Creating your GoCardless account, connecting to Beacon and modifying your subscriptions
- [PayPal](https://guide.beaconcrm.org/en/articles/5720169-paypal.md): Process payments with PayPal by connecting your account to Beacon
- [Accepting payments through Apple Pay](https://guide.beaconcrm.org/en/articles/5720168-accepting-payments-through-apple-pay.md): Connecting your Stripe account and enabling Apple Pay in Beacon
- [PayPal Point of Sale app](https://guide.beaconcrm.org/en/articles/5720160-paypal-point-of-sale-app.md): Connect your PayPal Point of Sale account to automatically add donations to your Beacon account from PayPal card readers and POS systems.
- [Accepting payments through Google Pay](https://guide.beaconcrm.org/en/articles/5720174-accepting-payments-through-google-pay.md): Collect browser payments via Stripe - connecting your Stripe account and enabling browser payments in Beacon
- [Accepting payments through SEPA Direct Debit](https://guide.beaconcrm.org/en/articles/5720167-accepting-payments-through-sepa-direct-debit.md): Accepting Euro payments from European member countries - enabling Euro currencies and SEPA
- [Transferring Direct Debits to GoCardless](https://guide.beaconcrm.org/en/articles/5720164-transferring-direct-debits-to-gocardless.md): Have your direct debit payments flow automatically into Beacon - requirements for transferring and how to transfer to GoCardless
- [Changing payment methods or amounts for regular donations or memberships](https://guide.beaconcrm.org/en/articles/5720173-changing-payment-methods-or-amounts-for-regular-donations-or-memberships.md): Changing direct debit or Stripe subscriptions, switching between direct debit and card, or updating existing membership payments
- [Changing Stripe & GoCardless subscription amounts in bulk](https://guide.beaconcrm.org/en/articles/6492942-changing-stripe-gocardless-subscription-amounts-in-bulk.md)
- [Change or cancel a Stripe subscription](https://guide.beaconcrm.org/en/articles/5720104-change-or-cancel-a-stripe-subscription.md): Changing subscription amounts or card details, and cancelling subscriptions in Stripe
- [Working with anonymous donations](https://guide.beaconcrm.org/en/articles/5720159-working-with-anonymous-donations.md): How to store and find donations made by an anonymous donor
- [Managing your standing orders](https://guide.beaconcrm.org/en/articles/5720165-managing-your-standing-orders.md): Keep track of your standing orders by automatically creating expected payments in Beacon
- [Managing gifts in kind](https://guide.beaconcrm.org/en/articles/5720161-managing-gifts-in-kind.md): Choosing how to store non-monetary gifts in Beacon
- [Tracking forms with Google Analytics](https://guide.beaconcrm.org/en/articles/5720151-tracking-forms-with-google-analytics.md): Setting up Google Analytics in Beacon
- [Strong Customer Authentication \(SCA\)](https://guide.beaconcrm.org/en/articles/5720162-strong-customer-authentication-sca.md): What is it, what's affected and what do I need to do?
- [Financial years](https://guide.beaconcrm.org/en/articles/5720157-financial-years.md): Configure your financial year in Beacon for accurate reporting
- [Splitting payments](https://guide.beaconcrm.org/en/articles/5720156-splitting-payments.md): Enabling split payments, splitting subscriptions, and running imports
- [Locking payments](https://guide.beaconcrm.org/en/articles/5720155-locking-payments.md): Keep a fixed record of your payment history - how they work and what's affected when you lock payments

## Gift Aid

- [Gift Aid](https://guide.beaconcrm.org/en/articles/5720187-gift-aid.md): How Beacon helps you with Gift Aid; what makes payments eligible, what can be claimed and how Beacon makes this easy
- [What makes a payment eligible for Gift Aid?](https://guide.beaconcrm.org/en/articles/5720186-what-makes-a-payment-eligible-for-gift-aid.md): Ensure payments are stored correctly to maximise the amount of Gift Aid you can claim
- [Collecting Gift Aid declarations through Beacon forms](https://guide.beaconcrm.org/en/articles/5720185-collecting-gift-aid-declarations-through-beacon-forms.md): Learn how to collect Gift Aid declarations on different form types
- [Claiming Gift Aid on donations made outside of Beacon forms](https://guide.beaconcrm.org/en/articles/5720184-claiming-gift-aid-on-donations-made-outside-of-beacon-forms.md): Useful tips for claiming Gift Aid on donations made outside of Beacon forms
- [Collecting Gift Aid through the small donations scheme \(GASDS\)](https://guide.beaconcrm.org/en/articles/5720181-collecting-gift-aid-through-the-small-donations-scheme-gasds.md): Claim Gift Aid on donations under £30 made via cash or contactless credit card
- [Adding Gift Aid Declarations Manually](https://guide.beaconcrm.org/en/articles/5720182-adding-gift-aid-declarations-manually.md): Ensure historic or face-to-face declarations are recorded in Beacon
- [Confirming oral Gift Aid declarations](https://guide.beaconcrm.org/en/articles/5720179-confirming-oral-gift-aid-declarations.md): Send donors email confirmation of their oral Gift Aid declarations to ensure their validity
- [Collecting Gift Aid on sponsorships](https://guide.beaconcrm.org/en/articles/5720180-collecting-gift-aid-on-sponsorships.md): Claim Gift Aid on aggregated donations provided as sponsorships of a participant in a particular event

## Connecting other tools

- [Mailchimp app](https://guide.beaconcrm.org/en/articles/5720146-mailchimp-app.md): Installing the app, automatically importing subscribers and syncing opt outs
- [JustGiving app](https://guide.beaconcrm.org/en/articles/5720320-justgiving-app.md): Automatically importing your data with the JustGiving app for Beacon
- [Enthuse app](https://guide.beaconcrm.org/en/articles/6084341-enthuse-app.md): Automatically importing your data with the Enthuse app for Beacon
- [Xero app](https://guide.beaconcrm.org/en/articles/5720318-xero-app.md): Help to automate manual accounting tasks - send invoices and export payments.
- [Zapier integration](https://guide.beaconcrm.org/en/articles/5720203-zapier-integration.md): Automate manual data entry tasks - easily build workflows that connect Beacon to apps supported by Zapier
- [Dotdigital app](https://guide.beaconcrm.org/en/articles/5720202-dotdigital-app.md): Manage contacts, send email newsletters, and automate your campaigns
- [Logging emails \(Smart Bcc & Smart forward\)](https://guide.beaconcrm.org/en/articles/5717580-logging-emails-smart-bcc-smart-forward.md): Easily log emails you send to the supporters in your database, using our 'Smart Bcc' and 'Smart forward' features.
- [Sendgrid app](https://guide.beaconcrm.org/en/articles/5720201-sendgrid-app.md): Send bulk transactional emails. Email people or send payment acknowledgements in bulk without having to leave the Beacon interface
- [How to make Gmail your default email program](https://guide.beaconcrm.org/en/articles/5720200-how-to-make-gmail-your-default-email-program.md): Automatically open Gmail when choosing to email someone from your own email provider in Beacon
- [Fundraise Up app](https://guide.beaconcrm.org/en/articles/10511701-fundraise-up-app.md): Automatically importing your data with the Fundraise Up app for Beacon
- [MuchLoved integration](https://guide.beaconcrm.org/en/articles/8994322-muchloved-integration.md): Automatically import MuchLoved donations, donors, and tribute pages

## Keeping secure

- [What to do if your Email or Beacon Account is compromised](https://guide.beaconcrm.org/en/articles/5720205-what-to-do-if-your-email-or-beacon-account-is-compromised.md): Which precautions to take and how to reset your account
- [Which URLs do our security team need to allow in order to use Beacon?](https://guide.beaconcrm.org/en/articles/5720333-which-urls-do-our-security-team-need-to-allow-in-order-to-use-beacon.md): Domains we recommend allowlisting
- [Authenticating with Microsoft and Google](https://guide.beaconcrm.org/en/articles/8646236-authenticating-with-microsoft-and-google.md): You can use Microsoft and Google accounts to log in to Beacon \(often called 'SSO' or 'Single Sign-On'\)
- [Form security and fraud prevention](https://guide.beaconcrm.org/en/articles/9948679-form-security-and-fraud-prevention.md)
- [Roles and permissions](https://guide.beaconcrm.org/en/articles/11010011-roles-and-permissions.md): Control the features, fields, and record types that your users have access to
- [How to change or reset your password](https://guide.beaconcrm.org/en/articles/5720209-how-to-change-or-reset-your-password.md): Quickly and easily reset your password
- [Keeping passwords secure](https://guide.beaconcrm.org/en/articles/5720211-keeping-passwords-secure.md): Beacon's password policy and recommendations
- [Two-factor authentication](https://guide.beaconcrm.org/en/articles/5720210-two-factor-authentication.md): Setting up two-factor authentication via SMS or an app
- [Can I log in to Beacon on multiple devices?](https://guide.beaconcrm.org/en/articles/5720208-can-i-log-in-to-beacon-on-multiple-devices.md): Beacon's restrictions on the number of devices you can use at once and how to switch to a new device

## Automation

- [Workflows](https://guide.beaconcrm.org/en/articles/5720214-workflows.md): Automate many of the manual data tasks you do every day.
- [Helpful workflow examples](https://guide.beaconcrm.org/en/articles/6499024-helpful-workflow-examples.md): Some common use cases for setting up your first workflows
- [Workflow trigger: on record create, on record update](https://guide.beaconcrm.org/en/articles/5720213-workflow-trigger-on-record-create-on-record-update.md): Working with workflows - triggers, filters and actions
- [Workflow trigger: on form submission](https://guide.beaconcrm.org/en/articles/5720212-workflow-trigger-on-form-submission.md): Triggering your workflow with form submissions - filters and subsequent actions
- [Sending notifications to your team](https://guide.beaconcrm.org/en/articles/5720541-sending-notifications-to-your-team.md): Let your team know when important things happen in your database

## Managing your account

- [Beacon user types](https://guide.beaconcrm.org/en/articles/5950908-beacon-user-types.md): Your three varieties of user and what they can do
- [Read-only users](https://guide.beaconcrm.org/en/articles/5720223-read-only-users.md): What read-only users can do in your Beacon database
- [Your billing information](https://guide.beaconcrm.org/en/articles/5963549-your-billing-information.md): The breakdown of your billing page - how it works and how to make changes to your billing period
- [Your Beacon Invoice](https://guide.beaconcrm.org/en/articles/5966719-your-beacon-invoice.md): Understanding your Beacon Invoice
- [Monthly vs Annual billing - which is better for me?](https://guide.beaconcrm.org/en/articles/8950293-monthly-vs-annual-billing-which-is-better-for-me.md): We run through the pros and cons of each option to find out which will work best for you and your charity.
- [Fair billing policy](https://guide.beaconcrm.org/en/articles/5960383-fair-billing-policy.md): Information about how changes to your plan are calculated.
- [Beacon annual price increases](https://guide.beaconcrm.org/en/articles/10349412-beacon-annual-price-increases.md): How your Beacon price changes over time.
- [How to delete your account](https://guide.beaconcrm.org/en/articles/5720216-how-to-delete-your-account.md): Pause, or cancel and delete your Beacon account
- [Beacon Champions; supporting internal expertise](https://guide.beaconcrm.org/en/articles/8953529-beacon-champions-supporting-internal-expertise.md): Ensure your account is future proofed with internal 'super users'
- [Team Buy in](https://guide.beaconcrm.org/en/articles/12088913-team-buy-in.md): Suggestions on best practice as you launch into your new CRM

## Developers

- [Beacon's API](https://guide.beaconcrm.org/en/articles/5720215-beacon-s-api.md): Does Beacon have an API? Absolutely! Create custom integrations with your Beacon account

## Self-Implementation Guide

- [Beacon Self-implementation Guide](https://guide.beaconcrm.org/en/articles/9015186-beacon-self-implementation-guide.md): An end-to-end, step-by-step guide for not only implementing Beacon, but improving your data and processes at the same time.

## Beacon Lighthouse: Quick Tips

- [Quick Tip - Columns](https://guide.beaconcrm.org/en/articles/9112533-quick-tip-columns.md): Edit and update your columns to find data quickly and efficiently
- [Quick Tips -Utilising the Pipeline view](https://guide.beaconcrm.org/en/articles/9121446-quick-tips-utilising-the-pipeline-view.md): Access the Pipeline view in this quick tip from Beacon Lighthouse
- [Quick Tips - Donors without Gift Aid](https://guide.beaconcrm.org/en/articles/9258716-quick-tips-donors-without-gift-aid.md): Quickly find all donors without Gift Aid Declarations - essential for a Gift Aid Campaign
- [Quick Tips - Notifications](https://guide.beaconcrm.org/en/articles/9356881-quick-tips-notifications.md)
- [Quick Tips - Alerts](https://guide.beaconcrm.org/en/articles/9368733-quick-tips-alerts.md)
- [Quick Tips - Smart Dropdowns - Region](https://guide.beaconcrm.org/en/articles/9399585-quick-tips-smart-dropdowns-region.md): Quickly set regions in your database utilising the Smart Dropdown functionality
- [Quick Tips -Customising your Sidebar](https://guide.beaconcrm.org/en/articles/9453842-quick-tips-customising-your-sidebar.md)
- [Quick Tips - Dashboard Cards](https://guide.beaconcrm.org/en/articles/9454979-quick-tips-dashboard-cards.md)
- [Quick Tips - Dynamic VS Fixed Filters on Export Templates](https://guide.beaconcrm.org/en/articles/9515047-quick-tips-dynamic-vs-fixed-filters-on-export-templates.md)
- [Quick tips: Suggested Duplicates](https://guide.beaconcrm.org/en/articles/9533304-quick-tips-suggested-duplicates.md)
- [Quick tips: Card visibility](https://guide.beaconcrm.org/en/articles/9614737-quick-tips-card-visibility.md)
- [Quick tips: Formalising reports](https://guide.beaconcrm.org/en/articles/9657807-quick-tips-formalising-reports.md)
- [Quick tips: The Gift Aid checklist](https://guide.beaconcrm.org/en/articles/9755584-quick-tips-the-gift-aid-checklist.md): Want to manage Gift Aid in Beacon? Handy tips abound in this lesson from Lighthouse
- [Quick Tips - Managing Tasks](https://guide.beaconcrm.org/en/articles/9813145-quick-tips-managing-tasks.md)