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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
Self-Paced and Video Learning
Basic Gnosis Operation
Gnosis System Administration
Queries and Reporting
Communications
Event Management
Gift Management & Accounting
Subscriptions Management (Recurring Gifts)
Contact Management
Surveys & Feedback Management
Gnosis Web Portal Functionality
Third Party Developer Support
Gnosis for CSC Affiliates
Implementation Resources
Advanced Support References
Troubleshooting
Support Tools
Deployment

Training Guides

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

Self-Paced and Video Learning

  • Gnosis Training Video Library Index
  • Training Follow-Ups

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

  • Gnosis Won't Run After Install
  • 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
  • New Staff Setup for Gnosis Access
See all 27 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
  • Report Scheduling
  • 10 Basics & Best Practices for Queries
See all 10 articles

Communications

  • Email Guide: Tracking, Statistics, Removing Email Blocks and SPAM Flags
  • Event Reminder Communications Planning & Criteria
  • Email History on Your Web Portal
  • Using Form Emails
  • New Email Editor Features (August 2022)
  • Sending to Multiple Recipient Groups
See all 47 articles

Event Management

  • Editing, Adding, or Canceling Event Instances
  • Account Registration Flows for Events
  • Event City / Location / Venue Options
  • Group Management Web Portal Options
  • Event Setup UI Improvements - May 2022
  • Attendance Kiosk Health Declaration
See all 42 articles

Gift Management & Accounting

  • Creating and Managing Invoices
  • Splitting Payment Between Multiple Invoices
  • Tracking Authorize.Net Transactions in Gnosis
  • Authorize.net Mobile App and Card Readers
  • Gift Processing - Getting Started & Overview
  • Income Categorization & Classification
See all 37 articles

Subscriptions Management (Recurring Gifts)

  • Automated Subscription Billing Schedules
  • Subscriptions Overview (Pledges and Recurring Gifts)
  • Creating a New Subscription Type and Subscription Option (Subscriptions, Pledges, Recurring Payments)
  • Adding a New Subscription for a Person or Organization
  • Subscription Billing Runs
  • Working With An Existing Billing Run
See all 7 articles

Contact Management

  • CancerSupportSource Integration for CSC Network Partners Only
  • Contact Management Templates
  • Contact Management Service Type & Resource Type Filtering
  • Contact Management Zoom Reminders
  • Contact Management Entries: Tracking Participant Support Sessions or Development Notes
  • Using Zoom Meetings in Contact Management
See all 9 articles

Surveys & Feedback Management

  • Creating Surveys in Feedback Management
  • Survey Emails & Managing Survey Responses

Gnosis Web Portal Functionality

  • Using the Web Portal Forms Manager
  • Multi-Language Portal Implementation
  • Editing Your Menu Content on the Web Portal
  • Updating a Gnosis Widget in Composite
  • Portal Page Visit Tracking
  • Manage the Web Portal - Composite CMS Basics
See all 23 articles

Third Party Developer Support

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

Gnosis for CSC Affiliates

  • CSC ADAPT Report Release Log
  • ADAPT V3 Update - Adding Contact Service Type: Resources/Referrals
  • Gnosis ADAPT V3 - Using the ADAPT Reports
  • Gnosis ADAPT V3 Report - Data Mappings
  • Participant Communications Best Practices
  • Outreach & Presentation Tracking
See all 7 articles

Implementation Resources

  • Where to Start in Your New Database
  • Member Data/Process Training Follow-ups
  • Donor Data/Processes Training Follow-ups
  • Volunteer Data/Processes Training Follow-ups
  • Event Entry/Settings Training Follow-ups
  • Event Registration and Attendance Training Follow-ups
See all 8 articles

Advanced Support References

  • Basic HTML
  • Combined Person & Contribution Upload Template
  • Contribution Gift Importing

Troubleshooting

  • Re-downloading a Gnosis Pro Update
  • Re-Installing Gnosis Pro
  • Gnosis Opens Wrong Email Program
  • Address Verification Failures

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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