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User Support

Articles, videos, and reference resources to assist you with using Gnosis. Articles are grouped by Gnosis feature area.

Training Guides
Basic Gnosis Operation
Gnosis System Administration
Queries and Reporting
Communications
Event Management
Gift Management & Accounting
Subscriptions Management (Recurring Gifts)
Contact Management
Gnosis Web Portal Functionality
Third Party Developer Support
Advanced Support References
Troubleshooting
Support Tools
Deployment

Training Guides

  • Getting Started with Gnosis
  • System Administration Training
  • Getting Started with Queries & Reporting
  • Development/Accounting Training

Basic Gnosis Operation

  • Logging In to Gnosis
  • Installing Gnosis Pro
  • Logging in with Two Factor Authentication (2FA) Enabled
  • Person & Organization Tabs Layout
  • Household Basics - Primary Household, Name and Salutation, Head of Household, Preferred Name
  • Persons with Multiple Household Records
See all 20 articles

Gnosis System Administration

  • Editing Password Reset Email & Other System Email Messages
  • Setting Up Two Factor Authentication (2FA / TFA)
  • Registrant Category Setup for In-Person and Virtual/Remote Attendance
  • Custom Domains
  • Language Translation Export & Import
  • Downloading Gnosis using the "Microsoft Edge" Browser
See all 20 articles

Queries and Reporting

  • Introduction to Gnosis Reporting & Queries
  • Schema Selection for Queries & Reporting
  • Copy Queries Between Ad-Hoc Queries, Reports and Recipient Groups
  • Managing Report Favorites
  • Running an "Is Not/Did Not" or Complex Query

Communications

  • Email Guide: Tracking, Statistics, Removing Email Blocks and SPAM Flags
  • New Email Editor Features (August 2022)
  • Email Sender Setup in Communications Center
  • HTML Content Templates
  • Email Content Best Practices - How to Prevent Spam
  • Delegating Email Editing to Outside Parties
See all 21 articles

Event Management

  • Editing, Adding, or Canceling Event Instances
  • Group Management Web Portal Options
  • Event Setup UI Improvements - May 2022
  • Attendance Kiosk Health Declaration
  • Hybrid Event Management (In-Person and Digital)
  • Event Definitions in Event Central (Event Settings)
See all 26 articles

Gift Management & Accounting

  • Splitting Payment Between Multiple Invoices
  • Tracking Authorize.Net Transactions in Gnosis
  • Gift Processing - Getting Started & Overview
  • Income Categorization & Classification
  • Recording Gifts from Organizations
  • Tracking Gift Deductible and Non-Deductible Amounts
See all 33 articles

Subscriptions Management (Recurring Gifts)

  • Automated Subscription Billing Schedules

Contact Management

  • Contact Management Service Type Filtering
  • Contact Management Zoom Reminders
  • Contact Management Entries: Tracking Participant Support Sessions or Development Notes
  • Using Zoom Meetings in Contact Management

Gnosis Web Portal Functionality

  • Using the Web Portal Forms Manager
  • Multi-Language Portal Implementation
  • Updating a Gnosis Widget in Composite
  • Managing Calendar Download Link Updates
  • Creating a Form and Managing Form Fields
  • What is the Gnosis Portal?
See all 16 articles

Third Party Developer Support

  • Job Posting API Specification
  • Adding Persons to Gnosis from Outside Your Portal Pages USING JSON and the Gnosis API
  • Using the Gnosis Calendar API (JSON Request)
  • Adding Registration/Signup to Your Main Website

Advanced Support References

  • Basic HTML

Troubleshooting

  • Re-Installing Gnosis Pro

Support Tools

  • On-Demand Video Library for Event Recordings
  • Setting Up Screen Recorder Software

Deployment

  • CSS Styling Guide for the Responsive Calendar
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