How do I set up a fundraiser?
To set up a fundraiser, navigate to the Fundraising Dashboard and Click on the “Campaigns” menu on the left. Click on the red “+” circle and you should see a popup asking for information about your fundraiser. From here you can either use one of our ready-made templates by clicking on the Fundraising Template of your choice, or you can enter your own details for the fundraiser. The name, goal, and description will all appear to your donors on your fundraising page. If you use one of the Fundraising Templates, don’t forget to customize the name, description, and items before starting your fundraiser!
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What is a Fundraiser Template?
These are one-click shortcuts to build your fundraiser using one of our common fundraising scenarios. When you use one of these templates all of the information, including some sample items, are created immediately.
How do I add items to my fundraiser?
After you create the fundraising campaign, you can add items using the red “+” circle next to the “Inventory” on your Campaign Detail page.
How do I create links for my team members?
All active team members will have an automatic link generated for each campaign you create. A link appears next to each team member’s name on the “Leaderboard” section of the Campaign Detail page. To get the full list of links for a campaign, press the red “Export team members and links” button on the Campaign Details page.
How do I add more team members?
You can add them one at a time by pressing the red “+” circle next to “Leaderboard” on any Campaign Detail page. If you’d like to add more than one, you can add up to 2000 at once on the Team page. To do this, click “Team” on the left side of the page, then select an option from the “Upload Team Members” dropdown. For “CSV/Excel File”, prepare a csv with one team member on each line (first name in the first column and last name in the second), click the red “Upload” button, and add drag your spreadsheet to the upload window. For “Manual (bulk)”, enter one team member on each line with a comma separating their first and last name, then click the red “Upload” button.
Do I have to add my team members for each fundraiser?
Nope, your team members are automatically added to each campaign.
Where is my fundraiser page?
On the campaign details page, click the “View Page” button in the upper right hand corner. Or, if you want to go to a page for one of your team members, click on the “View” link to the right of their name on the Leaderboard on the Campaign Detail page.
What is the “value” of the items I’m adding?
If you’re a for-profit institution, don’t worry about this.
If you’re a school or nonprofit, donors can only write off the amount they pay over the base value of an item. So, if your item is a pure donation for which the donor doesn’t receive anything in return, the value is $0. But, if you’re selling a box of cookies for $10 that costs your organization $3, you should enter the value as $3 and the donation amount for your patron is $7.
Sales Tax/Tax Deductible items
This is set up in your fundraising dashboard by checking the box shown below. Are you non profit organization? This box still needs to be checked to activated if you are a non profit. No items will be automatically tax deductible unless you check this box.
OTS does not calculate or collect taxes on any fundraising platform donations. If taxes are needed to be assessed it is up to the organization to calculate and remit from donations made.
When do I get the money from this fundraiser?
After the end date of your fundraiser, we will send a payout for your total fundraiser profit. These payouts are generated once a week on Thursdays for everything closing the Sunday before.
Do I have to distribute the items I’m selling?
Yes. The best practice for these fundraisers is giving each team member a list of the people who purchased through their campaign link and making them responsible for distributing the products, or contacting the purchasers to have them pick up their orders at a certain date and time.
Can I record cash sales?
No, not at this time.