Manual Contributions - Adding a Manual Contribution (video)
Edit Registry Photo - Two Methods (video)
In this video we show how you can edit the featured image in the Edit Settings menu and the Registry Details edit menu.
Edit Registry Photo (video)
Editing the Registry photo for your client.
Partners, How to use in app Live Chat (video)
Have a question? Just chat in the Live Chat window in-app. This is the fastest way to reach out. It's not perfect and we are often not available to respond in minutes, but we try!
Finding the Options Drop Down menu (video)
It's important to know this little drop down menu from the Active Registry view.
Edit Settings different for Unpublished vs Published (video)
See Also: https://kb.downpayment.gift/article/22-finding-the-options-drop-down-menu-video
How do I change my password? Edit Partner Profile (video)
Where do I access my subscription portal? (video)
Shortcut to Client Help (video)
Partner Dashboard - Click through to view public registry page (video)
How-to: Click through to view public registry page
Active Registries View - Overview of Contributions (video)
The Active Registries View in 'Your Registries' gives you a quick overview of contributions.
Partner Dashboard - In App Help Widget (video)
How to search the partner knowledge base without leaving the Partner Dashboard.
How do I delete an Unpublished Registry? (video)
From the Active Registry view, next to an Unpublished or Invite Unaccepted registry row.... hit the Gear option icon and click Delete Registry.
In App Updates (video)
Hit the Bell inside the Registry App while logged in and a screen will fly over from the right. See Also: Partner Changelog and Roadmap https://roadmap.downpaymentproject.com/ Consumer Road Map https://roadmap.downpayment.gift/
How do I re-send the Registry Invite? (video)
In the Active Registry view, click on the gear icon for Options. This appears next to Unpublished registries where they did not create their User account. Click Resend Invite
Setting Up Your Branding (video)
How-to config your Branding in the Partner Dashboard so that your details appear in the co-branding inside the Client Dashboard. Prepare your Details: Name or Team Name Company Name Logo NMLS Phone Website Email Socials Headshot ALWAYS click Sa...
FEATURED: Client Dashboard Tour (video)
Here's a quick preview of what the client side looks like. Best Practice: We encourage Partners to start setting up a Registry for themselves as Test to become familiar and confident in the other side of the platform.
FEATURED: Exploring Pledges in the Client Dashboard
This is a quick peek into the Client side dashboard focusing on Pledges.
Client Registry - How Pledging Works (video)
Looking a Client Registry, we can see how easy it is to make a Pledge to the registry.
Client Registry - How to make a Credit-Debit Contribution (video)
How to make a Credit Debit Contribution
Client Registry - Share via Email after Contribution or Pledge (video)
As a Partner, who is logged into the Registry App, you may Share the Client Registry via Email. You will not see the Email option if you are logged out. Use Case : Help the client email their guests, family or others. Email a list they provide...
Best Practice: Hack the Share by Email to notify REALTORS
An unconventional approach to REALTOR outreach is to create a Demo Registry and with promotion verbiage on the Registry Page and then Share by Email to a short-list of targeted, local REALTORS. 10 or 20 at a time is a good use case. Follow u...
