Tormano help center: guides and answers

Getting started

8 articles

Welcome, navigation, and first-day setup.

Get started with Tormano See what Tormano does, and what to set up before you do anything else. 1 min read Find your way around Tormano Everything is two clicks away: an area in the left sidebar, then a tab at the top of the page. 2 min read Find any page or record with the command bar Press Cmd+K anywhere and type a few letters to reach any page, setting, or record. 1 min read Use keyboard shortcuts The keys that save the most time: the command bar, Quick Create, and the help menu. 1 min read Create records from any page with Quick Create The + button in the top bar opens a create form on top of whatever you are looking at. 1 min read Set up Tormano on your first day Six steps, about half an hour, and you can start working: profile, team, QuickBooks, email, and your data. 2 min read Use both the Business and Nonprofit editions The two editions are separate accounts, so you sign in to each one on its own. 1 min read Use Tormano on a phone or tablet Tormano works in your phone browser, can be added to your home screen, and keeps recent records readable offline. 1 min read

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Integrations

27 articles

QuickBooks, Stripe, Mailchimp, email delivery and developer access.

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Contacts

11 articles

Manage people: import, custom fields, tags and duplicates.

Create a contact Add one person by hand: what you must fill in, and what Tormano does the moment you save. 1 min read Import contacts from a spreadsheet Upload a CSV or Excel file, match its columns to Tormano fields, check the preview, and run the import. 2 min read Add custom fields to contacts Track anything Tormano does not include by default, from board roles to grade level, in nine field types. 2 min read Label records with tags Attach quick labels to any record, and apply a tag across everyone at a lifecycle stage in one click. 2 min read Merge duplicate contacts Review likely duplicates side by side, pick the record to keep, and undo the merge if you change your mind. 2 min read Track relationships with lifecycle stages One dropdown on every contact records where they are in your customer or donor journey. 2 min read Save a list view and share it Save a filtered, sorted list layout with the columns you want, and share it with your team. 2 min read Act on many contacts at once Select contacts with the row checkboxes to tag them, delete them, or send them to QuickBooks as customers. 1 min read Link contacts to each other On the Nonprofit edition, record how two people are connected and group them into households. 1 min read Delete a contact, or erase one for good Deleting hides a contact and nothing is destroyed; erasing under a privacy request is deliberate and permanent. 1 min read Capture sign-ups with a web form Build a form in Tormano, put it on your own site, and every entry becomes a contact you can see. 2 min read

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Companies and organizations

7 articles

Group records, link contacts and track relationships.

Create a company or organization Only a name is required; add a website domain and Tormano can fill in the rest for you. 2 min read Link contacts to a company Add a new person or attach an existing contact from the company page, without losing your place. 1 min read Set up parent and child companies Give a company a parent so reports roll up across a group or a chapter network. 1 min read Add custom fields to companies Companies take the same nine custom field types as contacts, so you can track whatever your organization needs. 1 min read Merge duplicate companies Combine two company records into one: the record you start from keeps its details and gains the other one’s history. 2 min read See a company’s federal contracts and grants Every company record shows that organization’s history of US federal contracts and grants, with no setup. 1 min read Read company news on a record Recent headlines about a company appear on its record, tagged by what kind of news they are. 1 min read

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Deals and pipeline

Business edition 8 articles

Kanban board, forecasting and win/loss tracking.

Create a deal Add a deal straight from the board, or use the full form when you have the details to hand. 2 min read Configure your pipeline stages Build the stages that match how you sell, set each one’s probability, and mark which ones mean won or lost. 2 min read Work your pipeline on the board Drag deals between stages, choose what each card shows, and collapse the stages you are not working in. 2 min read Color the board by value or by age Tint each card by deal size or by how long it has sat in its stage, so the board answers a question at a glance. 1 min read Forecast your pipeline three ways A weighted number to commit to, a range of scenarios for the board, and per-deal coaching from AI. 1 min read Act on many deals at once From List view, select deals to reassign their owner, move them to another stage, or delete them. 1 min read Record why you won or lost a deal Capture a reason on every closed deal, then read the patterns back in the win/loss report. 1 min read See how long deals sit in a stage For every stage, how many deals are sitting there, how long they have been there, and how long they usually take. 1 min read

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Donations and fundraising

Nonprofit edition 8 articles

Record gifts, recurring donors, tax receipts and peer-to-peer campaigns.

Record a donation Log a one-off gift with its fund, campaign and payment method in under a minute. 1 min read Set up recurring gifts Monthly, quarterly or annual gifts charged automatically through Stripe, with retries when a card fails. 2 min read Connect Stripe to take online donations Connect your Stripe account so online gifts land in your own bank account, and see exactly what they cost. 2 min read Send tax receipts and giving statements Customize the receipt donors get for each gift, and issue a consolidated statement at the end of the year. 2 min read Import donation history from another system Bring your giving history across with a ready-made mapping for your old donor-management system. 2 min read Track restricted giving with funds Designate every gift to a fund so you can report on restricted and unrestricted balances accurately. 1 min read Run a peer-to-peer fundraising campaign Let supporters raise money on your behalf with their own pages, all rolling up to one campaign total. 2 min read Give donors a portal of their own A page where donors can see their giving history, download receipts, and stop a recurring gift themselves. 1 min read

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Grant management

Nonprofit edition 5 articles

Track applications, write proposals with AI and report on awards.

Track a grant from prospect to award Record a grant once and follow it through every status, from prospecting to the final report. 1 min read Keep on top of grant deadlines Deadline badges on every grant, in-app notices as milestones approach, and a place to track reporting dates. 1 min read Draft a grant proposal with AI Draft a grant narrative or a full proposal from the grant and program records you already keep. 2 min read Export a grant proposal Copy a grant narrative to your clipboard, or export the whole proposal as a print-ready PDF. 1 min read Report on a grant and renew it Track every report the funder wants, hit the milestones, and copy the grant to start the next cycle. 2 min read

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Volunteers

Nonprofit edition 4 articles

Volunteer records, shifts, hours and check-in.

Build a volunteer roster Keep skills, availability, background-check dates and emergency contacts against every volunteer. 1 min read Create a volunteer shift Set a date, time, place and capacity, then assign volunteers and choose who hears about sign-ups. 1 min read Log and approve volunteer hours Record the hours a volunteer gave, then approve them so they count toward your grant and board reporting. 1 min read Choose who hears about volunteer sign-ups Send each shift’s sign-up alerts to the coordinators who run it, and nobody else. 1 min read

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Events

Nonprofit edition 4 articles

Registrations, capacity, check-in and attendance.

Create an event Set up a gala, a walk, a class or any other gathering in a minute. 1 min read Register attendees for an event Add attendees, record what each one paid, link a gift to a registration, and email the whole list. 2 min read Check attendees in on the day Mark people as arrived from the Registrations tab on a phone or tablet at the welcome desk. 1 min read See who came and what the event raised See who registered, who showed up, and what the event brought in, updated as the day happens. 1 min read

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Scheduling and booking

2 articles

Meeting types, booking pages, round-robin and reminders.

Create a booking page Publish a link that lets people pick an open time with you, without the back-and-forth email. 2 min read Share bookings across a team Let a whole team take bookings from one link, and set the notice, buffers and daily limits that protect your diary. 2 min read

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Email and communications

8 articles

Campaigns, templates and inbox sync, plus timed sequences on the Business edition.

Build an email template Save an email you send often, drop in merge fields, and test it on yourself before it goes out. 1 min read Personalize emails with merge fields Personalize every email with each recipient’s name, company, deal or donation details. 2 min read Send an email campaign Choose an audience, schedule the send, and watch delivery, opens and clicks arrive as they happen. 1 min read Send a timed email sequence Send a series of timed emails to each enrolled contact automatically, on the Business edition. 2 min read Track opens, clicks and unsubscribes What Tormano counts when someone opens or clicks an email, and what each rate is telling you. 2 min read Keep your email out of the spam folder Set up domain authentication once, protect your sending reputation, and know what to do if you land in spam. 2 min read Connect your own inbox Send from your own address so replies come back to you, and see your correspondence on the contact’s timeline. 3 min read Reach contacts by email or WhatsApp Tormano does not send text messages. Email and WhatsApp are your outbound channels, and your message history stays where it is. 2 min read

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Reports and analytics

8 articles

Dashboards, custom reports and exports.

Choose the right kind of report Standard reports answer the common questions, dashboards show live figures, and Report Studio builds anything else. 1 min read Build a custom report Filter, group and total any of your data, including custom fields, and save the result for the whole team. 2 min read Build your own dashboard Arrange the figures you check every day onto as many named dashboards as you need, each one yours alone. 2 min read Export a report as CSV, Excel or PDF Run any report, then download it as a spreadsheet or a print-ready PDF to share outside Tormano. 1 min read Read your financial reports With QuickBooks connected, see profit and loss, revenue by campaign or fund, aged receivables and donor retention in one place. 1 min read Email a report on a schedule Have any saved report emailed to the people who need it, daily, weekly or monthly, in your own time zone. 1 min read Share the Time in Stage report by link Send a board member or client a link to the Time in Stage report, frozen as it was when you shared it. 1 min read Download a board-ready report One click turns your fundraising and financial figures into a PDF you can take into the board meeting. 1 min read

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Automations and workflows

6 articles

Triggers, conditions, actions and templates.

Automate your routine steps Build a rule once: when something happens in Tormano, the follow-up happens on its own. 1 min read Choose what starts a workflow A workflow starts on a record change, on a schedule, on a date you choose, or when you run it yourself. 1 min read Filter when a workflow runs Add rules so a workflow only acts on the records you mean, and give single actions rules of their own. 1 min read Choose what a workflow does Everything a workflow can do when it runs: send email, create tasks, update fields, notify people and raise QuickBooks documents. 2 min read Start from a workflow template Install a ready-made workflow, change it to suit your team, and switch it on. 2 min read Test and troubleshoot a workflow Preview a workflow before it runs for real, read its run history, and fix the three things that usually go wrong. 2 min read

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Settings and administration

8 articles

Team, security, billing, custom fields and branding.

Set up your organization profile Your tax number, your public short name and your logo, all of which flow into receipts and public pages. 1 min read Manage users, teams and roles Invite colleagues, pick what each one can reach, and build your own roles when the nine built-in ones do not fit. 3 min read Set up your security settings Two-factor authentication, the audit trail, single sign-on with your own identity provider, and data retention. 2 min read Manage your plan and billing What each plan costs, how the free trial works, and how to change your plan, your card or your subscription. 3 min read Manage custom fields across Tormano One place to add, reorder, edit and retire the custom fields on every kind of record. 2 min read Hide or lock a field for a role Decide field by field which roles can see it, which can change it, and which never see it at all. 2 min read Answer a data privacy request Produce a subject access export, erase someone’s personal data, or delete the whole organization. 2 min read Put your own branding on public pages Add your logo to the pages your donors and customers see, and give your team a support address. 1 min read

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How can we help?

Getting started

Integrations

Accounting and payments

Email and marketing

Sign-in, calendar and files

Forms, events and fundraising

Team notifications

Research and signals

Build your own

Contacts

Companies and organizations

Deals and pipeline

Donations and fundraising

Grant management

Volunteers

Events

Scheduling and booking

Email and communications

Reports and analytics

Automations and workflows

Settings and administration

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