How-To

Learn how to accomplish many common tasks with RallyUp

Jimmy Yao avatar Kevan Mann avatar Linsay Chavez avatar +2
94 articles in this collection
Written by Jimmy Yao, Kevan Mann, Linsay Chavez and 2 others
Campaign Management

How to register your organization on RallyUp

Learn how to sign up your organization to start raising and receiving funds.
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

Strategies for promoting your fundraiser

See tips and best practices for sharing and promoting your fundraiser to reach more donors
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to find and share your fundraiser link

Use your fundraiser's unique sharing link to spread the word and get more donors!
Linsay Chavez avatar
Written by Linsay Chavez
Updated over a week ago

How do I change the link to my fundraiser?

Learn how to edit the unique URL for your campaign page
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Can I add FAQ's to my fundraising page?

Learn how to add an FAQ section to your campaign
Leanne Gould avatar
Written by Leanne Gould
Updated this week

Can I hide the description of my organization on the campaign page?

Learn how to remove your organization logo and information from your fundraising page
Leanne Gould avatar
Written by Leanne Gould
Updated yesterday

Can I add a video to my fundraiser?

Learn how to add a video to your campaign page using these simple steps.
Leanne Gould avatar
Written by Leanne Gould
Updated this week

How do I customize the thank-you note to donors?

Learn how to add your own message in the confirmation receipt sent to donors
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How do I display legal notices or terms on my campaign?

Learn how to use the details section in the sidebar of your campaign page
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I change my organization's name?

Learn how to change the display name for your organization
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Can my donors choose how their donation is allocated?

Learn how to set up funds that your donors can choose from to give them more flexibility when supporting your campaign.
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

How do I customize the terminology on my fundraising page?

Learn how to change the terminology used on your campaign
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I add a description of our organization?

Learn how to update your organization's profile information
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How do I hide the progress bar?

Learn how to remove the progress thermometer from your public campaign page
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I hide the countdown timer on my fundraiser?

Learn how to remove the countdown timer from your public campaign page
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How can I show someone my campaign before it starts?

Learn how to share your campaign for feedback before you promote it
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How can I hide the amount raised on my fundraiser?

Learn how to remove the amount raised from your public campaign page
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Promote your Campaign with Text-to-Give

Learn how to easily direct donors to your fundraising page via text message.
Jimmy Yao avatar
Written by Jimmy Yao
Updated yesterday

How do I edit the text shown on my donor's bank statement?

Learn how to customize the description shown on your supporters’ bank statements.
Leanne Gould avatar
Written by Leanne Gould
Updated yesterday

Email donors and post updates on your campaign

Keep your supporters engaged by posting campaign page updates or sending emails to encourage them to spread the word about your fundraiser.
Linsay Chavez avatar
Written by Linsay Chavez
Updated yesterday

How do I hide the list of donors and donations?

Learn how to remove the list of donor from your public campaign page
Kevan Mann avatar
Written by Kevan Mann
Updated this week

View and export a list of donations and donors

Find out how to export raffle ticket numbers, custom field responses, mailing address, phone number, and more.
Kevan Mann avatar
Written by Kevan Mann
Updated yesterday

How to customize the tax receipt

Learn how to edit the tax exemption notice that appears on your donors' receipts.
Kevan Mann avatar
Written by Kevan Mann
Updated yesterday

How to edit your campaign start date

Learn how to change when your fundraiser starts.
Linsay Chavez avatar
Written by Linsay Chavez
Updated yesterday

How do I add external links to my fundraising page?

Learn how to add links to other websites from your fundraising page
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

How do I edit the campaign chatter?

Learn how to edit the comments left by donors on your fundraising page
Leanne Gould avatar
Written by Leanne Gould
Updated yesterday

Send an email to all of your donors

Discover how you can send an email to some or all of your donors with these simple steps.
Leanne Gould avatar
Written by Leanne Gould
Updated yesterday

How to provide a Canadian tax receipt

Learn how to find the information necessary for Canadian tax receipts
Leanne Gould avatar
Written by Leanne Gould
Updated this week

Find or resend donation receipts

View the receipts for any donations made on your Campaign, and resend them to donors who need them
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to format images for your campaign banner

Learn how to size and format the images you upload to your campaign banner.
Kevan Mann avatar
Written by Kevan Mann
Updated this week

How do I use the widget?

Learn how to embed your fundraising widget on your website in a few simple steps.
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

How do I create custom fields to collect information from donors?

Learn how to add custom fields to your fundraiser’s donor checkout page.
Kevan Mann avatar
Written by Kevan Mann
Updated this week

How to cancel and refund a credit card transaction

Learn more about how you can cancel and refund credit card transactions, donations, payments, purchases, and more
Leanne Gould avatar
Written by Leanne Gould
Updated this week

Add donations you've received offline

Find out how to enter any check or cash donations you've received outside of your RallyUp campaign here.
Kevan Mann avatar
Written by Kevan Mann
Updated yesterday

Mark Check Donations as Received

How do I keep track of people who donate by check
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Copy a campaign

Learn the simple process for making a copy of any fundraiser in your account.
Leanne Gould avatar
Written by Leanne Gould
Updated this week

Change your Campaign end date

You can extend or shorten your Campaign by modifying its dates in Campaign Setup
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Can I see how many people have visited my campaign page?

Find out how you can see the total number of views your fundraising page has received.
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

Add sponsors to your campaign page

Discover how you can highlight businesses or prominent people associated with your fundraiser to show your appreciation for their support.
Kevan Mann avatar
Written by Kevan Mann
Updated this week

Archive a completed or cancelled campaign

Hide your completed or cancelled campaigns from your account and from the public by archiving them.
Kevan Mann avatar
Written by Kevan Mann
Updated this week

Cancel a Campaign

How do I unpublish my campaign?
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to add Administrators to your Campaign

Learn how to invite people to help manage and run your Campaign.
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

Get notified of new donations and transactions

Find out how you can set up email notifications for new donations and transactions on your Campaign.
Linsay Chavez avatar
Written by Linsay Chavez
Updated this week

How to use compact descriptions on your fundraiser

Learn about compact descriptions and how to enable this option for your campaign page.
Kevan Mann avatar
Written by Kevan Mann
Updated this week

Delete a Campaign

Delete any of your unpublished draft Campaigns
Kevan Mann avatar
Written by Kevan Mann
Updated this week
Raffles and Sweepstakes

How to run a charity raffle or sweepstakes if you are an individual or business

Run a giveaway for a charity group or nonprofit organization
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Allow a supporter to create a raffle or sweepstakes on RallyUp for your organization

Give an individual or business the ability to run a charity giveaway on behalf of your organization
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How to draw winners

Review your options and what to expect for drawing winners at the end of your Raffle or Sweepstakes campaign
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I redraw winners?

Learn how to draw alternate and additional winners for your raffle or sweepstakes
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

How do I change my ticket pricing?

Learn how to change the pricing levels on your raffle or sweepstakes
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

View your raffle or sweepstakes winners

Get a list of your winners on your Raffle or Sweepstakes campaign
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to contact your winner(s)

Access the delivery and contact information for your auction, raffle, or sweepstakes winners
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How to set up entry levels for your campaign

Learn how to add and use entry levels in campaign setup for your raffle or sweepstakes
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I display the number of entries sold or available?

Learn how to show counters for the number of entries sold and/or available
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to add paper raffle entries that you've sold offline

Enter the physical raffle tickets you've sold outside of RallyUp so that they're included in the drawing of your winners
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Strategies and best practices for using entry levels

Boost raffle and sweepstakes purchases by using entry levels to encourage donor participation
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Add a viral sharing program to promote your Raffle or Sweepstakes

Provide incentives to supporters for sharing Raffle or Sweepstakes with their social networks
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Export ticket numbers for your raffle or sweepstakes drawing

Get a full list of all ticket numbers you sold so that you can draw your winners
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to limit the total number of entries sold on your raffle

Learn how to sell a limited number of tickets for your raffle fundraiser
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Promoting your charity Sweepstakes

Learn about sweepstakes promotion and advertising
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago
Team Fundraising

How do I find my participant or team dashboard?

Learn how to find and use your fundraising dashboard
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Edit a donation

Edit donations to change or give credit to member(s) or team(s)
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I resend the registration email to teams or participants?

Learn how to resend the registration email that was sent to team fundraising participants
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I edit the thank-you email sent to participants and teams when they register?

Learn how to customize the thank-you message sent to teams and participants
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

How to manage participants

Add, upload, and manage members, students, or participants on your Team Fundraising campaign
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Can I remove the team and participant leaderboards?

Learn how to hide the leaderboards and rankings in your Participant Center
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Add email text that participants and teams can send to potential donors

Learn to customize the sharing message for participants or teams to use when promoting your fundraiser
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

View and edit your personal Fundraising Page

Customize your member, student, or team Fundraising Page
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I customize the URL for my Participant Center?

Learn how to personalize the link to your participant center
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I change the term Participant Center?

Learn how to rename the Participant Center on your fundraiser
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Get your participant or team Fundraising Page sharing link

Spread the word and get more donors to your Member or Team Fundraising Page by sharing out your unique sharing link
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Edit your member or team fundraising goal

How to change your member, student, or team fundraising goal
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago