Help center
Learn Relae in a few minutes.
Short, plain-language guides for a small team. No jargon, no setup project. Start with getting started, or jump to what you need.
Getting started
Reconcile
Reconcile your giving across every source
How gifts from your CRM, events, and payment tools become one clean, deduplicated record.
Get your money into Relae
The whole picture: which of your systems to bring in, in what order, and what happens to each one.
Connect Eventbrite
Link your Eventbrite account once and your orders, tickets and attendees keep themselves current.
Import a CanadaHelps export
Which of the four amount columns is the actual gift, and why it matters for receipts.
Import a spreadsheet of gifts
What Relae reads out of a workbook, what it asks you about, and what it refuses to guess.
When your gifts are not linked to your donors
Why Relae asks you to add a donor reference to the gift rows, and how to do it.
Anonymous donations
Where a gift goes when the donor chose not to be identified.
Check what Relae reads from a source
See which of your columns Relae is using for what, and change it if your setup is different.
Set up how your event door works
Tell Relae what actually happens when someone shows up, so ticket money is counted the way you count it.
When Relae asks you to look at something
What the notifications actually mean, and which ones matter.
Enter gifts in a batch
Key in a stack of cheques fast, attributed to the true donor on each gift.
Records
See who came to your events
Every show, who was in the room, and who turned a ticket into a gift.
Work a donor in the record
The donor record is a workspace: giving, prospect rating, plan, planned moves, flags, and what Relae suggests.
How ratings work: Access, Affinity, Capacity
The three-part read on each donor, why capacity runs 0 to 9, and how the scale flows from your major-gift threshold.
Relationships
Build a guest list and track invitations
Create an event, prepare invitation waves, and keep RSVPs and attendance on each guest record.
Moves and the development scorecard
Move prospects through the pipeline and read the team's leading and lagging activity.
Coaching
A working session that helps you decide the next move on a donor.
Plan
Campaigns, funds, appeals, and designations
Four money words that sound alike. Which bucket is which, and why a gift wants a campaign and a fund.
Run an appeal from audience to follow-up
Choose recipients, review ask amounts, prepare a send, bring back delivery evidence, and follow up.
How the forecast reads pace
What On pace, Behind, and Ahead mean, and why a single quiet month does not, on its own, mean the year is behind.
Campaigns and proposals
Track a campaign's progress and the proposals in flight against it.
Reports
Trust
Invite teammates and help them sign in
Add workspace access, resend a setup link, and help an existing teammate recover their login.
Is Relae where your giving officially lives?
A setup question worth getting right, and what changes depending on your answer.
Your data and how it is handled
Where your data lives, who can see it, and how Relae uses it.