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Create a Fundraising Campaign
Create a Fundraising Campaign

Campaigns are a great way for you to help your organization or any cause that is sponsored by it.

Samantha Postlethwaite avatar
Written by Samantha Postlethwaite
Updated over a week ago

Activate the Fundraising feature in the Apps tab!

You can create a fundraising campaign to support your organization or any other cause. This campaign will be displayed in your online store and can even be embedded into your organization's website for more visibility.

In this article you will learn how to:

1. Create a campaign

You can create your campaign(s) in the Store>Fundraising subtab. Click on the + New campaign button to access the campaign creation screen and complete the fields.

📄 Details section

Write the name and description of your campaign. The Description appears in the quick view of your campaign and the Full description is visible in the detailed view of your campaign (when clicking on it in the store), which are both visible to clients.

  • Select the appropriate Ledger code for your campaign.

  • The beginning date is the date the campaign takes effect and can receive donations. It's only visible in the store when it is active (see below).

  • The expiration date is the date the campaign ends (at midnight) and is no longer accessible to clients. You don't have to put an end date if there isn't one.

  • Active campaign: Check this box to activate the campaign and make it visible to clients in the store. A fundraiser can still be in effect and receive donations without being displayed publicly in your store.

  • Feature it in checkout: Check this box if you want the campaign to be displayed automatically during the checkout process. This way, any client who purchases an activity, membership or a merchandise product will be able to donate, even if they have not visited the Fundraising tab.

  • Display raised amount: Check this box if you want your clients to see the amount raised for the campaign.

🥅 Goal section

Set a campaign goal by checking the box and writing the goal amount to reach.

  • Display your goal amount in the store by checking the box.

  • Show progress as percentage of goal amount: Check the box if you want to publish the progress as a percentage to encourage your clients to donate more.

💸 Methods of payment section

Decide which methods of payment you wish to make available for this campaign. You may select multiple options.

🖼️ Image section 

Select an image to upload to the campaign, which will be visible to clients in the store. The image must already be on your computer.

  • You can Crop the image in the Thumbnail to showcase the part you’d like to draw attention to.

Once all the sections above are completed, Save your campaign.

2. View your Campaign Progress

Once a campaign has been created, you can view its progress in the State of the campaign section.

  • You can see how many donations have been made and the amount raised.

  • Click to See the donors list and have access to the name of the clients who donated, the amount donated, the status of the donation, as well as the corresponding invoice

  • Click on the invoice number to see the detailed invoice or click on the name of the donor to be redirected to the client's account, where you will be able to cancel the donation (if needed).

  • A fundraising report is available in the Operations section of the Reports tab.

3. Embed your Campaign

The State of the campaign section also allows you to embed your fundraising campaign. You can either Embed this campaign or insert an Embeddable button into your website.

  • Click on Embed this campaign. You will have access to the HTML code you need to be able to embed the campaign wherever you want in your own website. You can quickly customize your embedding by choosing a color. See the preview of your embedded campaign on the left of the screen.

  • Click on the Embeddable button. You will have access to the HTML code you need to be able to embed this button wherever you want in your own web site. You can quickly customize your embedding by choosing a color and the text that will appear on the button. See the preview of your embedded button at the top right of the screen.

If you want to embed other tabs from your store directly into your website, click here

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