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ThirdSectorBee Help Centre
Tutorials
What is ThirdSectorBee?
Tutorial: Set up your organisation
Tutorial: Your first import
Tutorial: Run your first Gift Aid claim
Concepts
How ThirdSectorBee is organised
The Relationships data model
Touchpoints, payments and fundraising activities
Data entities reference
Understanding Gift Aid
Imports: single vs pipeline
Permissions and roles
What is case management?
What are Worker Bees?
What is Engage?
What is the Ticket Tailor integration?
Relationships (CRM)
How-to guides
Create and edit contacts
Create and edit organisations
Create and edit things
Log a touchpoint
Record a payment or donation
Set up a recurring payment
Manage a fundraising activity
Link records together
Build and save a segment
Use stewardship actions
Reference
Contact fields
Organisation fields
Thing fields
Touchpoint fields
Payment fields
Fundraising activity fields
Segment operators
Relationships settings
Stewardship action types
Tasks
How-to guides
Create, assign and complete tasks
Reference
Task fields and statuses
Importing data
How-to guides
Prepare a CSV file
Run an import
Save and reuse a column mapping
Run a pipeline import
Reference
Supported entity types and fields
Job statuses and errors
Gift Aid
How-to guides
Collect a Gift Aid declaration
Submit a claim to HMRC
Reconcile a claim response
Reference
Declaration fields
Claim statuses
Case Management
How-to guides
Create and manage cases
Reference
Case fields and statuses
Engage
How-to guides
Build and publish a form
View form submissions
Reference
Form field types
Integrations
How-to guides
Connect Ticket Tailor
Reference
Ticket Tailor sync behaviour
Worker Bees
How-to guides
View Worker Bees
Reference
Trigger types and actions
Account & settings
How-to guides
Update your profile
Invite a team member
Archive a team member
Configure organisation settings
Reference
Permission catalogue
Organisation settings
Search ThirdSectorBee Help Centre
Open ThirdSectorBee
Worker Bees
Reference
Trigger types, actions, and configuration options.
Table of contents
Trigger types and actions