Here is a comprehensive step-by-step guide for creating a sweepstakes campaign on the Change dashboard. This guide will walk you through each phase of the process, from initial setup to launching your campaign, ensuring you have all the tools and knowledge needed to launch a successful sweepstakes.
Getting Started
Log into your dashboard via https://api.getchange.io/sign_in.
In the Dashboard, navigate and click on the “Sweepstakes” tab.
*** Please note: “Sweepstakes” tab will not be enabled on dashboard until after FSA is signed.
Adding a nonprofit partner
Click on + Add partner to invite the nonprofit you'll be raising funds for.
Search the nonprofit by name or Employer Identification Number (EIN). Once you've located the nonprofit, select and click "Next."
Lastly, notify the nonprofit by inserting their email address and sending a message. Click "Continue."
Uploading documents
To upload a document, click on + Upload document
Select the type of campaign you're running, and click 'Next.'
Gross campaign: Percentage split between the Professional Fundraiser and end charity are determined upfront. The specified percentage of funds will be sent to the nonprofit on a rolling basis.
Net campaign: Allocation of funds will be made after the campaign ends and when marketing fees have been deducted from total amount.
Provide additional details about the campaign/document. Click 'Next' once complete.
Upload document (ie - Content Approval) and click 'Finish.'
*** Supported formats include .PDF, .DOCX and .CSV
You may also locate additional documents (ie - licensing agreements) by going to the "Onboarding requirements" section.
Creating a sweepstakes campaign
Click on + New campaign to create a campaign.
Choose the type of campaign you want to run and click 'Next.' There are two types:
Gross campaign: Percentage split between the Professional Fundraiser and end charity are determined upfront. The specified percentage of funds will be sent to the nonprofit on a rolling basis.
Net campaign: Allocation of funds will be made after the campaign ends and when marketing fees have been deducted from total amount.
Select the nonprofit that you will be partnering with for this campaign. Click 'Next.'
Select uploaded Content Approval document and click 'Next.'
Add final details including campaign name, start and end dates of the campaign, and description. Click 'Create' to save and finalize.
Tracking sweepstakes
To track the progress of your sweepstake, go to the Campaigns tab and click on the campaign that is 'Live.'
A drawer will open up on the right side containing all details on the campaign -including total amount, total marketing fees, total grant amount and a list of all the donations so far.
Total amount: this includes both marketing fees and grant amount
Total marketing fees: the total amount sent back to the Professional Fundraiser for running campaign
Total grants: the total amount of donations given to the end charity
Exporting Donation Activity
To export donation records, go to the Donations tab on the dashboard.
There are several ways you can filter and view the donations: Status, Grantee, Date and External ID
The statuses included are:
Pledged - Donations will be collected on next invoice
Scheduled - Donations will be sent out on nonprofit's next scheduled payout
Processing - Invoice is being processed
Payout sent - Invoice paid and donations have been sent to the nonprofit
Nonprofit notified - Nonprofit has been notified of payout and will need to add a payout method to accept funds
Invoice unpaid - Invoice has not yet been paid by merchant
Canceled - Donations were manually canceled
Blocked - Nonprofit went out of compliance
***External IDs are unique identifiers used by merchants on their end
Uploading batch donations
To manually upload donations in batches, go to the Donations tab on the dashboard and click on + Bulk upload.
From there, click on Open CSV template to create a file via Google Sheets to include all the donations you would like to upload.
Once you have filled out the template, save the file and upload onto the dashboard.
