HYS Documentation
Api ReferenceWebsiteGo to App
  • INTRODUCTION
    • About HelpYouSponsor
    • Key features overview
    • Concepts & Key Terms
  • GETTING STARTED
    • Navigation
    • Dashboard
    • Quick Start Guide
      • Account Information
      • Email Settings
      • Payment Gateways
        • Stripe Setup
          • Stripe Webhook
        • Flutterwave Setup
        • QPayPro Setup
        • Authorize.net Setup
        • PayPal Setup
    • Account Setup
      • First Program Setup
      • Website Integration
      • Campaign Setup
  • CORE FEATURES
    • Program Management
      • Manage Programs
      • Program Forms
      • Program Settings
      • Auto Emails
      • Additional Gifts
      • Url Generator
    • Donor Management
      • Donors Table
      • Add Donor
      • Donor Profile Page
    • Recipient Management
      • Recipients Table
      • Add Recipient
    • Sponsorship Management
      • Sponsorships Table
      • Add Sponsorship
    • Donation Management
      • Donations Table
    • Communication Tools
      • Message Manager
      • Newsletter
  • ADVANCED FEATURES
    • Customization Options
    • Reporting and Analytics
    • Progress Reports
      • Create Progress Report
      • Add Progress Report Data
    • Integrations
      • Mailgun
      • Box Image Storage
      • Zapier
        • Actions
          • Create a New Donor
          • Edit Donor
          • Find Donor By Email Address
          • Find Donor Forms
          • Create a New Entity
          • Edit Entity
          • Find Entity by ID
          • Find Programs
        • Triggers
          • New Form
          • New Program
          • New Donor
          • New Entity
          • New Donations
      • QuickBooks
        • Connect to HelpYouSponsor
        • Adding Donors (Customers)
        • Recipients (Service item)
        • Donations (Sales Receipt)
        • Mapping fields from HYS to QuickBooks fields
        • Synchronized Currency
  • ADMINISTRATION
    • User Management
    • Permissions and Access Control
    • Security Settings
  • BEST PRACTICES
    • Donor Engagement Strategies
    • Fundraising Tips
    • Data Management
  • TROUBLESHOOTING
    • Common Issues and Solutions
    • FAQs
      • How do I import data into my account?
      • How do I bulk upload files?
      • How do I export all the data in my account?
    • Support Resources
      • Priority Support & Enhancements Options
      • How to close my account?
  • API DOCUMENTATION
    • Authentication
    • Endpoints
    • Code Examples
  • RELEASE NOTES
    • Version History
    • Upcoming Features
Powered by GitBook
On this page
  • Main Menu
  • Top Menu Bar
  • Responsive design
  1. GETTING STARTED

Navigation

PreviousConcepts & Key TermsNextDashboard

Last updated 1 month ago

The HelpYouSponsor platform features an intuitive and user-friendly navigation system designed to help you access all features and functions efficiently. This section will guide you through the main navigation elements of the platform.

Main Menu

The main menu is located on the left side of the screen which you can toggle to remain visible at all times or collapse, allowing for quick access to key areas of the platform.

The main menu includes the following items:

  • Dashboard: Overview of your account's key metrics and recent activities.

  • CRM

    • Donors

    • Sponsorships

    • Donations: Track and manage donations.

  • Campaigns & Programs: View programs and their recipients as well as campaigns and their designations.

  • Communications

    • Message Manager: Manage messages between donors and recipients.

    • Newsletter: Send newsletters to donors.

  • Progress Reports: Showing the reports about different programs.

  • Settings

    • Dashboard: Overview of your account's key metrics and recent activities.

    • Donors: View donors and donor commitments.

    • Programs: View programs and their recipients.

    • Sponsorships: Oversee active and inactive sponsorships.

    • Donations: Track and manage donations .

    • Progress Reports: Showing the reports about different programs.

  • Options

    • Programs: Manage programs and program forms.

    • Admins and permissions: Manage admins and their access to the system.

    • Account settings: Edit account information.

    • Payment gateways: Integrate different payment processing gateways.

  • Documentation

    • Knowledge Base: HelpYouSponsor documentation.

    • Changelog: Keep track of new features and improvements made to the platform.

Top Menu Bar

Key elements of the top menu bar include:

  • Language selection: This changes the language of the system based on the selected language. The supported languages include; English, Chinese, Spanish, Arabic, French, German.

  • Real time Notifications: The notifications about what is happening in the system are displayed here in real time.

  • User profile

    • Switch theme to dark mode: Replaces the default light mode with a dark mode.

    • Account settings: Redirects to the account settings page.

    • Activity log: Redirects to the activity log page that displays recent account activities.

    • Change logs: Redirects you to the ongoing feature updates on the platform.

    • Documentation: Redirects you to HelpYouSponsor documentation.

    • Sign Out: Logs you out of the system.

Responsive design

The HelpYouSponsor platform is fully responsive, adapting to various screen sizes and devices. On smaller screens, the main menu collapses into a hamburger menu for easy access.

By familiarising yourself with these navigation elements, you'll be able to move efficiently through the HelpYouSponsor platform and make the most of its features.

Main menu
Top menu bar shown in the red rectangle.
Collapsed main menu on mobile phone screens.