# CiviPlus Knowledge Base

> Welcome to the CiviPlus Knowledge Base! Get started below...

## Getting Started

- [Welcome to CiviPlus](https://guide.civi.plus/en/articles/9484837-welcome-to-civiplus.md): An introduction to the Knowledge Base
- [Organising your data](https://guide.civi.plus/en/articles/9485062-organising-your-data.md): This step is essential!
- [Contact Types](https://guide.civi.plus/en/articles/9485644-contact-types.md): Understanding the basics about Contact Types in CiviPlus
- [Relationships](https://guide.civi.plus/en/articles/9506696-relationships.md): Understanding the basics about Relationships in CiviPlus
- [Activity Types](https://guide.civi.plus/en/articles/9507368-activity-types.md): Create your own Activity Types, and use them with Custom Fields
- [Custom Fields](https://guide.civi.plus/en/articles/9507416-custom-fields.md): An introduction to Custom Fields in CiviPlus, and example of how to create them
- [Dropdown lists \(Option Groups\)](https://guide.civi.plus/en/articles/9507874-dropdown-lists-option-groups.md): How to manage lists of preset values for fields like Prefixes, Statuses etc.
- [Adding Users and Roles](https://guide.civi.plus/en/articles/9615552-adding-users-and-roles.md): The basics about Users, Roles and Permissions in CiviPlus
- [Importing your data](https://guide.civi.plus/en/articles/9639266-importing-your-data.md): Use the Wizards to easily import Contact, Activity, Event Participant, Contribution and Mebership data into CiviPlus
- [Resolving Duplicate Contacts](https://guide.civi.plus/en/articles/13333633-resolving-duplicate-contacts.md): How to identifying and fix duplicate Contacts in CiviPlus
- [Getting started for sending mailing](https://guide.civi.plus/en/articles/9639315-getting-started-for-sending-mailing.md): A few simple configuration steps before you start sending emails from CiviPlus
- [Need some assistance? Talk to us ....](https://guide.civi.plus/en/articles/9639318-need-some-assistance-talk-to-us.md): Can't find the answers you need? Get in touch!
- [Complex Data Imports](https://guide.civi.plus/en/articles/10785915-complex-data-imports.md): Use the API CSV Importer to import complex data into CiviPlus
- [Tags](https://guide.civi.plus/en/articles/11823904-tags.md): How to make best use of Tags in CiviPlus
- [Profiles](https://guide.civi.plus/en/articles/11824378-profiles.md): What Are Profiles and How to Use Them Effectively
- [Changing the way that a Contact Name is displayed](https://guide.civi.plus/en/articles/9977897-changing-the-way-that-a-contact-name-is-displayed.md): You can decide what parts of a contact's name are shown

## Migrating to CiviPlus

- [Migrating to CiviPlus: Introduction](https://guide.civi.plus/en/articles/9660505-migrating-to-civiplus-introduction.md): How to migrate to CiviPlus: An introduction
- [Migrating from CiviCRM: The CiviPlus Migration Tool](https://guide.civi.plus/en/articles/9660517-migrating-from-civicrm-the-civiplus-migration-tool.md): Learn about our CiviCRM to CiviPlus migration tool and how we can support your migration to CiviPlus from CiviCRM
- [Migrating content with Node Export](https://guide.civi.plus/en/articles/10588129-migrating-content-with-node-export.md): Exporting and Importing a Node or content page
- [How to migrate users to CiviPlus](https://guide.civi.plus/en/articles/12658227-how-to-migrate-users-to-civiplus.md): Find out how to setup new users including portal users in bulk
- [Migrating your direct debits to CiviPlus/GoCardless - Introduction](https://guide.civi.plus/en/articles/9660583-migrating-your-direct-debits-to-civiplus-gocardless-introduction.md): An overview of how to migrate your direct debits to GoCardless with CiviPlus
- [1. You are already taking Donation Direct Debits but are not using GoCardless for those direct debits](https://guide.civi.plus/en/articles/9660612-1-you-are-already-taking-donation-direct-debits-but-are-not-using-gocardless-for-those-direct-debits.md): Learn how to migrate your donors direct debits to GoCardless and CiviPlus
- [2. You are already taking Donation Direct Debits using GoCardless](https://guide.civi.plus/en/articles/9788047-2-you-are-already-taking-donation-direct-debits-using-gocardless.md): Learn how to migrate your donors into CiviPlus when you are already with GoCardless
- [3. You are already taking Membership Direct Debits but are not using GoCardless for those direct debits](https://guide.civi.plus/en/articles/9660789-3-you-are-already-taking-membership-direct-debits-but-are-not-using-gocardless-for-those-direct-debits.md): Learn how to migrate your membership direct debits to GoCardless and CiviPlus
- [4. You are already taking Membership Direct Debits using GoCardless](https://guide.civi.plus/en/articles/9788301-4-you-are-already-taking-membership-direct-debits-using-gocardless.md): Learn how to migrate your memberships into CiviPlus when you are already with GoCardless

## Comms and Mailing

- [Introduction](https://guide.civi.plus/en/articles/9662990-introduction.md): An outline of what CiviPlus Mailing can do for you
- [Setting up your mailing groups](https://guide.civi.plus/en/articles/9776165-setting-up-your-mailing-groups.md): Use regular and smart groups to segment your audience
- [Triggered emails using CiviRules](https://guide.civi.plus/en/articles/9776947-triggered-emails-using-civirules.md): Use automation as part of your communications strategy
- [Email-to-activity processing with Outlook](https://guide.civi.plus/en/articles/9924996-email-to-activity-processing-with-outlook.md): Store inbound or outbound emails from your Outlook mailbox into CiviPlus
- [Email-to-activity processing with Gmail](https://guide.civi.plus/en/articles/11503121-email-to-activity-processing-with-gmail.md): Store inbound or outbound emails from your Gmail mailbox into CiviPlus
- [Capturing consent](https://guide.civi.plus/en/articles/9776453-capturing-consent.md): Use Groups and Profiles to capture and manage consent
- [Double opt-in](https://guide.civi.plus/en/articles/9776855-double-opt-in.md): Make sure that your audience really want to get that email from you
- [Managing unsubscribes](https://guide.civi.plus/en/articles/9776848-managing-unsubscribes.md): Two out of the box options to allow users to unsubscribe
- [Introduction to Mailing Templates](https://guide.civi.plus/en/articles/9663016-introduction-to-mailing-templates.md): Save time and add consistency with Mailing Template
- [Creating a Mosaico Mailing Template \(recommended\)](https://guide.civi.plus/en/articles/9767373-creating-a-mosaico-mailing-template-recommended.md): Getting started creating a Mailing Template
- [Adding blocks to a Mosaico Mailing Template](https://guide.civi.plus/en/articles/9767450-adding-blocks-to-a-mosaico-mailing-template.md): Use the drag and drop editor to add blocks to the template
- [Adding content to a Mosaico Mailing Template](https://guide.civi.plus/en/articles/9767457-adding-content-to-a-mosaico-mailing-template.md): Adding images, text and buttons to the template
- [Adding Styling to a Mosaico Mailing Template](https://guide.civi.plus/en/articles/9767460-adding-styling-to-a-mosaico-mailing-template.md): Make sure your mailing matches your house style!
- [Preview and Test a Mosaico Template](https://guide.civi.plus/en/articles/9767499-preview-and-test-a-mosaico-template.md): Check your template before sending to users
- [Scheduling and advanced options for a Mosaico Template](https://guide.civi.plus/en/articles/9767827-scheduling-and-advanced-options-for-a-mosaico-template.md): When do you want to send the mailing, and how do you want replies to be handled?
- [Creating a Mailing using the "Traditional" Mailing interface](https://guide.civi.plus/en/articles/9767649-creating-a-mailing-using-the-traditional-mailing-interface.md): An alternative to using the drag and drop mailing interface
- [Editing Message Templates](https://guide.civi.plus/en/articles/11393532-editing-message-templates.md): How to edit CiviPlus custom and system workflow message templates
- [Creating a marketing email](https://guide.civi.plus/en/articles/9789937-creating-a-marketing-email.md): See how easy it is to create and send marketing emails!
- [Mailing Reports](https://guide.civi.plus/en/articles/9790396-mailing-reports.md): Find out how your mailings are going
- [Using Tokens in CiviPlus Mail Messages](https://guide.civi.plus/en/articles/11378743-using-tokens-in-civiplus-mail-messages.md): How to personalise your email communications

## Fundraising

- [Introduction to Fundraising](https://guide.civi.plus/en/articles/9822881-introduction-to-fundraising.md)
- [Contribution Types](https://guide.civi.plus/en/articles/9822911-contribution-types.md)
- [Fundraising Dashboards](https://guide.civi.plus/en/articles/9832715-fundraising-dashboards.md): Get a quick overview of your fundraising efforts
- [Fundraising Pipelines in CiviPlus](https://guide.civi.plus/en/articles/15432009-fundraising-pipelines-in-civiplus.md): Getting Started with Fundraising Pipelines in CiviPlus
- [Tailoring the Fundraising Pipelines](https://guide.civi.plus/en/articles/15432998-tailoring-the-fundraising-pipelines.md): How you can change the out of the box Fundraising templates

## Events

- [Introduction](https://guide.civi.plus/en/articles/9794935-introduction.md)
- [Event Types](https://guide.civi.plus/en/articles/9794951-event-types.md)
- [Event Custom Fields](https://guide.civi.plus/en/articles/9796628-event-custom-fields.md)
- [Creating and Using Registration Profiles](https://guide.civi.plus/en/articles/9796548-creating-and-using-registration-profiles.md)
- [Event Participant Types / Roles](https://guide.civi.plus/en/articles/9799691-event-participant-types-roles.md)
- [Event Certificates](https://guide.civi.plus/en/articles/9800719-event-certificates.md)
- [Configuring Name Badges](https://guide.civi.plus/en/articles/9805796-configuring-name-badges.md)
- [Introduction to Event Templates](https://guide.civi.plus/en/articles/9795137-introduction-to-event-templates.md)
- [Info and Settings Tab](https://guide.civi.plus/en/articles/9796342-info-and-settings-tab.md)
- [Online Registration tab](https://guide.civi.plus/en/articles/9796441-online-registration-tab.md)
- [Creating Name Badges for Events](https://guide.civi.plus/en/articles/9806569-creating-name-badges-for-events.md)

## Membership

- [Introduction to Membership](https://guide.civi.plus/en/articles/11009324-introduction-to-membership.md): Overview of the Membership features in CiviPlus
- [Configuring Membership Types](https://guide.civi.plus/en/articles/9485257-configuring-membership-types.md)
- [Membership Custom Fields and Options](https://guide.civi.plus/en/articles/11009338-membership-custom-fields-and-options.md): How to configure Custom Fields and Options for Membership
- [Price Sets for advanced Membership pricing](https://guide.civi.plus/en/articles/11009343-price-sets-for-advanced-membership-pricing.md): Handle complex Membership pricing using Price Sets
- [Membership Signup Forms](https://guide.civi.plus/en/articles/9485097-membership-signup-forms.md): Understanding how to create membership signup forms
- [Membership Renewal Forms](https://guide.civi.plus/en/articles/11009379-membership-renewal-forms.md): How to create a renewal form for your memberships
- [Automated Upgrade Rules](https://guide.civi.plus/en/articles/11009402-automated-upgrade-rules.md): Automatically change memberships at renewal
- [Membership Application Form](https://guide.civi.plus/en/articles/11009409-membership-application-form.md): Creating a Webform to kick off a Membership Application process
- [Membership Application Process](https://guide.civi.plus/en/articles/11009414-membership-application-process.md): Create a simple workflow to support a membership application
- [CiviRules for Membership](https://guide.civi.plus/en/articles/11009422-civirules-for-membership.md): Use automations with your Memberships
- [Import Memberships](https://guide.civi.plus/en/articles/11009436-import-memberships.md): How to import membership records into CiviPlus
- [Membership Renewal Reminders](https://guide.civi.plus/en/articles/11009388-membership-renewal-reminders.md): Let members know that their renewal is coming up
- [Creating Membership Certificates and Cards](https://guide.civi.plus/en/articles/10118313-creating-membership-certificates-and-cards.md): It's easy to create Certificates and Cards for your members in CiviPlus
- [Creating a Simple Membership Certificate](https://guide.civi.plus/en/articles/10155716-creating-a-simple-membership-certificate.md): Sometimes you just want a simple certificate format.
- [Creating a Complex Membership Certificate or Card](https://guide.civi.plus/en/articles/10156560-creating-a-complex-membership-certificate-or-card.md): This article explains how to use content and format created outside of CiviPlus
- [Complex Membership Certificate HTML example](https://guide.civi.plus/en/articles/10163404-complex-membership-certificate-html-example.md): An example of the HTML you could use to generate a Membership Certificate
- [Creating memberships](https://guide.civi.plus/en/articles/9485277-creating-memberships.md): How to make a contact a member
- [Renewals](https://guide.civi.plus/en/articles/13350075-renewals.md): How Membership Renewals can be handled in CiviPlus
- [GoCardless: Direct Debit Lifecycle](https://guide.civi.plus/en/articles/10324748-gocardless-direct-debit-lifecycle.md): Understand how the GoCardless Direct Debit lifecycle works in CiviPlus
- [Membership Communications](https://guide.civi.plus/en/articles/13304520-membership-communications.md): Use automation to communicate with your members
- [Reports and Dashboards](https://guide.civi.plus/en/articles/13352287-reports-and-dashboards.md): Ways of viewing Membership data
- [Introduction to Manual Direct Debit in CiviPlus](https://guide.civi.plus/en/articles/16987925-introduction-to-manual-direct-debit-in-civiplus.md): How CiviPlus supports running your own Direct Debit scheme, and where to go next
- [Setting up Manual Direct Debit](https://guide.civi.plus/en/articles/16987935-setting-up-manual-direct-debit.md): Configure CiviPlus to run your own Direct Debit scheme
- [Setting up automated Direct Debit email notifications](https://guide.civi.plus/en/articles/16987961-setting-up-automated-direct-debit-email-notifications.md): Prepare the five Direct Debit templates and choose which ones send automatically
- [How to put a member on Direct Debit](https://guide.civi.plus/en/articles/16987940-how-to-put-a-member-on-direct-debit.md): Create a membership paid by Direct Debit and set up the member's mandate
- [How to run your Direct Debit batches](https://guide.civi.plus/en/articles/16987952-how-to-run-your-direct-debit-batches.md): Send new mandates for verification, collect the payments due, and handle the ones that fail
- [How to send Direct Debit notifications and letters](https://guide.civi.plus/en/articles/16987965-how-to-send-direct-debit-notifications-and-letters.md): Email or post any of the five Direct Debit communications from a search

## Case Management

- [Case Management Overview](https://guide.civi.plus/en/articles/11554420-case-management-overview.md): An overview of how you could use CiviPlus for case management
- [Case Management Case Types](https://guide.civi.plus/en/articles/11552646-case-management-case-types.md): How to create a "Case Type" for Case Management
- [Case Roles](https://guide.civi.plus/en/articles/11552658-case-roles.md): How to manage individuals and/or organisations involved in a Case
- [Case Statuses](https://guide.civi.plus/en/articles/11552654-case-statuses.md): How to use statuses to describe a Case Management workflow
- [Case Activity Types](https://guide.civi.plus/en/articles/11552660-case-activity-types.md): How to use Activities in a Case, and how to create new Activity Types
- [Case Timelines and Sequences](https://guide.civi.plus/en/articles/11765093-case-timelines-and-sequences.md): Understand how to use Timelines and Sequences to structure your case.
- [Case Instances for Case Management](https://guide.civi.plus/en/articles/11552672-case-instances-for-case-management.md): How to create a "Case Instance" for Case Management
- [Case Custom Fields](https://guide.civi.plus/en/articles/11768429-case-custom-fields.md): How you can use Custom Fields with your Case
- [Creating forms linked to cases](https://guide.civi.plus/en/articles/11553183-creating-forms-linked-to-cases.md): How to use forms with cases
- [Case email templates](https://guide.civi.plus/en/articles/11553190-case-email-templates.md): How to use eMails with Case Management
- [Using CiviRules with Cases](https://guide.civi.plus/en/articles/11553196-using-civirules-with-cases.md): A simple example of how you can automate Cases with CiviRules
- [Case Dashboard](https://guide.civi.plus/en/articles/11784793-case-dashboard.md): An overview of Cases to help you track them
- [Creating a Case](https://guide.civi.plus/en/articles/11784369-creating-a-case.md): How to create a new Case in CiviPlus
- [Case Reporting](https://guide.civi.plus/en/articles/11785076-case-reporting.md): How to report on your Cases

## Sales Opportunity Tracking

- [Overview](https://guide.civi.plus/en/articles/11389200-overview.md): An overview of how you could use CiviPlus for sales opportunity tracking
- [Creating a "Case Instance"](https://guide.civi.plus/en/articles/11389826-creating-a-case-instance.md): How to create a "case instance" for opportunity tracking
- [Creating a "Case Type"](https://guide.civi.plus/en/articles/11394853-creating-a-case-type.md): How to create a "case type" for opportunity tracking
- [Set Up Pipeline Stages](https://guide.civi.plus/en/articles/11390693-set-up-pipeline-stages.md): How to setup your opportunity pipeline stages
- [Set Up Custom Fields and Activities](https://guide.civi.plus/en/articles/11390702-set-up-custom-fields-and-activities.md): How to create custom fields and activities for your opportunity records
- [Timelines and Sequences](https://guide.civi.plus/en/articles/11390767-timelines-and-sequences.md): How to utilise pre-set activities for a specific case type
- [CiviRules and Automation](https://guide.civi.plus/en/articles/11390770-civirules-and-automation.md): How to set up rules in CiviPlus for certain actions to take place automatically
- [Dashboard](https://guide.civi.plus/en/articles/11390830-dashboard.md): A walkthrough of the elements on a Case Instance Dashboard
- [Individual Opportunity Records](https://guide.civi.plus/en/articles/11390832-individual-opportunity-records.md): The key features of a typical opportunity record in CiviPlus
- [Updating the Status of an Opportunity](https://guide.civi.plus/en/articles/11390840-updating-the-status-of-an-opportunity.md): Options for updating the status of an opportunity record
- [Activity Feed](https://guide.civi.plus/en/articles/11390859-activity-feed.md): Understanding the Activity Feed on an opportunity record
- [People Involved](https://guide.civi.plus/en/articles/11390866-people-involved.md): Manage the People Involved with an opportunity

## Setting up a Grants or Awards application process

- [Application Review Panel Configuration](https://guide.civi.plus/en/articles/12231673-application-review-panel-configuration.md): How to set up a Review Panel so that SSP Users can review applications

## Finance

- [Introduction to Finance in CiviPlus](https://guide.civi.plus/en/articles/10228400-introduction-to-finance-in-civiplus.md): Getting started understanding Finance in CiviPlus
- [How to configure CiviPlus Finance](https://guide.civi.plus/en/articles/10188967-how-to-configure-civiplus-finance.md): The process to configure CiviPlus Finance
- [Companies and Multiple Company Accounting](https://guide.civi.plus/en/articles/10193119-companies-and-multiple-company-accounting.md): How to maintain separate financial records If you have multiple legal entities
- [Displaying custom data on invoices](https://guide.civi.plus/en/articles/13490010-displaying-custom-data-on-invoices.md): How to add extra information onto your invoices
- [Add a Logo to the invoice template](https://guide.civi.plus/en/articles/13430963-add-a-logo-to-the-invoice-template.md): How to add your own logo to invoices
- [GoCardless Direct Debit](https://guide.civi.plus/en/articles/13430352-gocardless-direct-debit.md): Setting up and using GoCardless with CiviPlus
- [Stripe payment processor](https://guide.civi.plus/en/articles/13178838-stripe-payment-processor.md): Setting up and using Stripe for online payments
- [Switching to Direct Debit via the SSP](https://guide.civi.plus/en/articles/13430448-switching-to-direct-debit-via-the-ssp.md): How members can switch to GoCardless
- [Invoicing in CiviPlus](https://guide.civi.plus/en/articles/9701184-invoicing-in-civiplus.md): Understand how to create an invoice in CiviPlus
- [How to get your invoices paid online by Credit Card](https://guide.civi.plus/en/articles/16123037-how-to-get-your-invoices-paid-online-by-credit-card.md): Two ways to collect card payment for a pending invoice — via the Self Service Portal or a direct payment link
- [How to create and allocate credit in CiviPlus](https://guide.civi.plus/en/articles/9701190-how-to-create-and-allocate-credit-in-civiplus.md): Create and manage credit notes with CiviPlus's powerful features
- [How to issue a refund in CiviPlus](https://guide.civi.plus/en/articles/15862325-how-to-issue-a-refund-in-civiplus.md): Refund a payment correctly \(and create the credit note that keeps your records balanced\)
- [Creating a Sage 50 Export file](https://guide.civi.plus/en/articles/10249037-creating-a-sage-50-export-file.md): How to batch and export transactions for Sage 50

## The Self Service Portal

- [Introduction to the Self Service Portal](https://guide.civi.plus/en/articles/9707976-introduction-to-the-self-service-portal.md): A central hub for members, supporters, and stakeholders to manage their information
- [Introduction to My Events](https://guide.civi.plus/en/articles/16287457-introduction-to-my-events.md): Give your portal users a self-service view of their event registrations
- [Introduction to My Organisations](https://guide.civi.plus/en/articles/9707879-introduction-to-my-organisations.md)
- [My Organisations Initial Setup](https://guide.civi.plus/en/articles/9711936-my-organisations-initial-setup.md)
- [Introduction to My Cases](https://guide.civi.plus/en/articles/9707872-introduction-to-my-cases.md): Get started with the My Cases functionality so that your portal users can view their cases
- [My Cases Initial Setup](https://guide.civi.plus/en/articles/9711148-my-cases-initial-setup.md): Find out how to configure 'My Cases' for your users
- [Configuring which Case fields are shown to users in SSP](https://guide.civi.plus/en/articles/9711143-configuring-which-case-fields-are-shown-to-users-in-ssp.md): Use case profiles to configure which fields are displayed to your portal users
- [Allowing users to upload files to a case via the self service portal](https://guide.civi.plus/en/articles/9711209-allowing-users-to-upload-files-to-a-case-via-the-self-service-portal.md): Configure which users can upload files via the portal
- [SSP Assign Case Roles / Manage people involved](https://guide.civi.plus/en/articles/9720635-ssp-assign-case-roles-manage-people-involved.md): Allow users in your SSP to invite and manage access to cases from within the SSP
- [Configuring CPD in the SSP](https://guide.civi.plus/en/articles/11001910-configuring-cpd-in-the-ssp.md): How to set up CPD on the Self Service Portal
- [Application Review Panel Configuration for CPD](https://guide.civi.plus/en/articles/11002604-application-review-panel-configuration-for-cpd.md): How to configure a Review Panel so that the reviewer can see CPD details
- [My CPD](https://guide.civi.plus/en/articles/10995239-my-cpd.md): Manage your own CPD records in the Self Service Portal
- [CPD details for Panel Reviewer](https://guide.civi.plus/en/articles/11001464-cpd-details-for-panel-reviewer.md): A Panel Reviewer can view an applicant's CPD details
- [Review Applications](https://guide.civi.plus/en/articles/12232671-review-applications.md): How to enable the Review Applications tab of the SSP for a user
- [JS injector](https://guide.civi.plus/en/articles/16527483-js-injector.md): Need a snippet of JavaScript on your site? The JS injector module lets you add it yourself — and switch it off again just as quickly.
- [CSS injector](https://guide.civi.plus/en/articles/9716897-css-injector.md): Fancy yourself as a webdesigner?! You can modify the look and feel of your portal using our CSS injector module
- [Creating Self Service Portal Users from CiviPlus Contacts](https://guide.civi.plus/en/articles/11407611-creating-self-service-portal-users-from-civiplus-contacts.md): How to turn your existing CiviPlus contacts into Self Service Portal users
- [SSP Announcement](https://guide.civi.plus/en/articles/9648373-ssp-announcement.md)
- [SSP Content](https://guide.civi.plus/en/articles/9648620-ssp-content.md)
- [SSP News](https://guide.civi.plus/en/articles/9648631-ssp-news.md)
- [Setting up SSP Resources in the Self Service Portal](https://guide.civi.plus/en/articles/16287430-setting-up-ssp-resources-in-the-self-service-portal.md): The one-off admin setup for the portal's resource library: permissions, categories and role-based access
- [How to publish resources to the Self Service Portal](https://guide.civi.plus/en/articles/16287432-how-to-publish-resources-to-the-self-service-portal.md): Publish documents to the portal's resource library — with images, downloadable files and role-based access

## Website builder

- [PlusCMS terminology](https://guide.civi.plus/en/articles/9619166-pluscms-terminology.md): Commonly used phrases or labelling of concepts in PlusCMS.
- [Building Pages](https://guide.civi.plus/en/articles/9619349-building-pages.md): Learn the basics on how to create content pages for your site.
- [Managing Content](https://guide.civi.plus/en/articles/9627098-managing-content.md): Learn how to Add, find and edit content.
- [Managing Menus](https://guide.civi.plus/en/articles/9627145-managing-menus.md): Learn how to create and manage menus, menu links and to add menu links when saving content.
- [Managing your files](https://guide.civi.plus/en/articles/9832788-managing-your-files.md)
- [Paywall content](https://guide.civi.plus/en/articles/11722771-paywall-content.md): How to use paywall restrictions in PlusCMS
- [Nodequeue \(Curated Content Lists\)](https://guide.civi.plus/en/articles/9772532-nodequeue-curated-content-lists.md): How to use and create Nodequeues in PlusCMS
- [Taxonomies](https://guide.civi.plus/en/articles/9832143-taxonomies.md)
- [Basic Guide to Content Migration](https://guide.civi.plus/en/articles/11896259-basic-guide-to-content-migration.md): Find out how to migrate content from your existing site to PlusCMS
- [Introduction to content types](https://guide.civi.plus/en/articles/9630186-introduction-to-content-types.md): Learn about the basics of the content types in the site.
- [Anchor page](https://guide.civi.plus/en/articles/9639997-anchor-page.md)
- [Basic page](https://guide.civi.plus/en/articles/9640003-basic-page.md)
- [Event](https://guide.civi.plus/en/articles/9640004-event.md)
- [News](https://guide.civi.plus/en/articles/9640006-news.md)
- [Opportunity](https://guide.civi.plus/en/articles/9640008-opportunity.md)
- [Past event](https://guide.civi.plus/en/articles/9640013-past-event.md)
- [Resource](https://guide.civi.plus/en/articles/9640014-resource.md)
- [Partners](https://guide.civi.plus/en/articles/9767841-partners.md)
- [FAQ's](https://guide.civi.plus/en/articles/9771679-faq-s.md)
- [Teams](https://guide.civi.plus/en/articles/9771788-teams.md)
- [Adverts](https://guide.civi.plus/en/articles/10709775-adverts.md)
- [Awards application form](https://guide.civi.plus/en/articles/9648780-awards-application-form.md)
- [Paragraphs Introduction](https://guide.civi.plus/en/articles/9648677-paragraphs-introduction.md)
- [Additional configuration of paragraphs](https://guide.civi.plus/en/articles/9721602-additional-configuration-of-paragraphs.md)
- [Basic text](https://guide.civi.plus/en/articles/9651950-basic-text.md): Using the basic text paragraph in PlusCMS
- [Block quote](https://guide.civi.plus/en/articles/9721674-block-quote.md): Using the Block Quote paragraph in PlusCMS
- [Carousel](https://guide.civi.plus/en/articles/9760718-carousel.md): Using the Carousel paragraph in PlusCMS
- [Comparison cards](https://guide.civi.plus/en/articles/12548504-comparison-cards.md): Using Comparison cards in PlusCMS
- [Files / Attachment's](https://guide.civi.plus/en/articles/9721730-files-attachment-s.md): Using the Files and Attachments paragraph in PlusCMS
- [Hero paragraph](https://guide.civi.plus/en/articles/10011325-hero-paragraph.md): Using the Hero paragraph in PlusCMS
- [Image with caption](https://guide.civi.plus/en/articles/9721646-image-with-caption.md): Using the Image with Caption paragraph in PlusCMS
- [Slideshow gallery](https://guide.civi.plus/en/articles/9759592-slideshow-gallery.md): Using the Slideshow gallery paragraph
- [Text with side image](https://guide.civi.plus/en/articles/9652039-text-with-side-image.md): Using the Text with side image paragraph in PlusCMS
- [Video embed](https://guide.civi.plus/en/articles/9721609-video-embed.md): Using the Video embed paragraph in PlusCMS
- [Webform](https://guide.civi.plus/en/articles/9822570-webform.md): Using the Webform paragraph in PlusCMS
- [Block](https://guide.civi.plus/en/articles/10028789-block.md): Using the Block paragraph in PlusCMS
- [Collections cards](https://guide.civi.plus/en/articles/9822709-collections-cards.md): Using the Collection cards paragraph in PlusCMS
- [FAQ Listing paragraph](https://guide.civi.plus/en/articles/9771720-faq-listing-paragraph.md): Using the FAQ paragraph in PlusCMS
- [Featured events](https://guide.civi.plus/en/articles/9772461-featured-events.md): Using the Featured events paragraph in PlusCMS
- [Featured past events](https://guide.civi.plus/en/articles/9773139-featured-past-events.md): Using the Featured past events paragraph in PlusCMS
- [Main event listing](https://guide.civi.plus/en/articles/9773212-main-event-listing.md): Using the main event listing paragraph in PlusCMS
- [Main past event listing](https://guide.civi.plus/en/articles/9813997-main-past-event-listing.md): Using the Main past event listing paragraph in PlusCMS
- [Navigation cards](https://guide.civi.plus/en/articles/9721878-navigation-cards.md): Using the navigation cards paragraph in PlusCMS
- [News listing cards](https://guide.civi.plus/en/articles/9814071-news-listing-cards.md): Using the News listing paragraph in PlusCMS
- [Opportunities listing cards](https://guide.civi.plus/en/articles/9818752-opportunities-listing-cards.md): Using The Opportunities listing paragraph in PlusCMS
- [Partner listing](https://guide.civi.plus/en/articles/9767743-partner-listing.md): Using the partner listing in PlusCMS
- [Personalised cards](https://guide.civi.plus/en/articles/9822798-personalised-cards.md): Using personalised cards in PlusCMS
- [Resource listing cards](https://guide.civi.plus/en/articles/9818820-resource-listing-cards.md): Using the Resource listing paragraph in PlusCMS
- [Search resources](https://guide.civi.plus/en/articles/9832019-search-resources.md)
- [Speakers](https://guide.civi.plus/en/articles/10028780-speakers.md)
- [Team listing](https://guide.civi.plus/en/articles/9771888-team-listing.md)
- [View](https://guide.civi.plus/en/articles/9767551-view.md)
- [Varnish](https://guide.civi.plus/en/articles/12036379-varnish.md): Optimising website performance
- [Google Analytics and Google Tag Manager](https://guide.civi.plus/en/articles/15694411-google-analytics-and-google-tag-manager.md): Find out about how to connect your site to Google Analytics and Tag Manager
- [Configuring the HTML Sitemap in PlusCMS](https://guide.civi.plus/en/articles/10021385-configuring-the-html-sitemap-in-pluscms.md): How PlusCMS sitemap works
- [Configuring the XML sitemap in PlusCMS](https://guide.civi.plus/en/articles/10021382-configuring-the-xml-sitemap-in-pluscms.md): Check what your site's XML sitemap includes, set priorities, rebuild it and submit it to search engines.

## Resource Shop

- [Introduction](https://guide.civi.plus/en/articles/12691267-introduction.md): Overview of how the Resource Shop works within your CMS and how it connects to CiviPlus for managing payments, products, and resources.
- [Setup Guide](https://guide.civi.plus/en/articles/12689549-setup-guide.md): Learn how to configure your Resource Shop’s core settings — including payments, currency, shipping, and taxes — to ensure orders and contributions are processed correctly in the CRM.
- [Shop Admin Guide](https://guide.civi.plus/en/articles/12691147-shop-admin-guide.md): Learn how to access the Resource Shop from the admin menu and navigate key sections like Products, Product Displays, and Configuration.
- [Managing Orders](https://guide.civi.plus/en/articles/12691352-managing-orders.md): Learn how to manage customer orders, record payments, and understand the end-user experience from purchase to resource access.
- [End User Experience](https://guide.civi.plus/en/articles/12706268-end-user-experience.md): Understanding the end user experience of your shop

## CiviPlus Forms

- [Introduction to Webforms](https://guide.civi.plus/en/articles/9974124-introduction-to-webforms.md): Understand what a Webform is, and what it can be used for
- [Embedding a form into a website page](https://guide.civi.plus/en/articles/9937566-embedding-a-form-into-a-website-page.md): You can easily embed a simple Profile form into any website
- [Creating a simple Webform in CiviPlus](https://guide.civi.plus/en/articles/9974650-creating-a-simple-webform-in-civiplus.md): Create a simple Webform to update custom fields on the CiviPlus contact record

## Continuing Professional Development

- [Introduction to CPD](https://guide.civi.plus/en/articles/10978009-introduction-to-cpd.md): CPD data is logged automatically or manually in CiviPlus, and available via the Portal
- [Configuring CPD in CiviPlus](https://guide.civi.plus/en/articles/11002469-configuring-cpd-in-civiplus.md): How to configure CPD on your system
- [Using CPD in CiviPlus](https://guide.civi.plus/en/articles/10978295-using-cpd-in-civiplus.md): How to use the CPD module in CiviPlus

## Searching and Reporting

- [Building a custom search with Search Kit](https://guide.civi.plus/en/articles/16483404-building-a-custom-search-with-search-kit.md): Build your own list of records in CiviPlus, with the filters and columns you choose
- [Turning a search into a page with Form Builder](https://guide.civi.plus/en/articles/16483457-turning-a-search-into-a-page-with-form-builder.md): Publish a saved search as a page your colleagues can open, with the filters and permissions you choose
- [Using a report page in CiviPlus](https://guide.civi.plus/en/articles/16483493-using-a-report-page-in-civiplus.md): Filter, sort, download and act on the rows in a report page someone has built for you

## Miscellaneous

- [Cleaning Up CiviPlus Before Go-Live \(Post-Testing\)](https://guide.civi.plus/en/articles/12557370-cleaning-up-civiplus-before-go-live-post-testing.md): How to clear CiviPlus of test contacts and other data
- [Search Kit Tokens](https://guide.civi.plus/en/articles/11086911-search-kit-tokens.md): Create your own tokens using search kit

## CiviPlus API Key Guidance

- [Getting started with the API](https://guide.civi.plus/en/articles/9767647-getting-started-with-the-api.md): Guidance on using the API in CiviPlus