Fundraisers: Create your first fundraiser

This article walks you through creating your first fundraiser and describes each of the sections. Fundraiser are great for committee chairs, event managers and anyone else who needs to sell items, collect donations, or run a fundraiser.

Prerequisites: This task requires the user to have administrative access to creating fundraisers.

Instructions

Step 1: Navigate to the All Fundraisers area by clicking the menu item located under the Fundraisers main menu item.

Step 2: Click the Add New button to create a new fundraiser and give your new fundraiser a title (this is the name for this fundraiser and will display on the front-end page of this fundraiser).

Step 3: Under the Basics step, enter the information requested.

Description – This section is a place to provide additional information to your potential customers.  It will display directly below your fundraiser title on the front-end page.

Choose fundraiser type – This is where you can choose which type of fundraiser you’d like to setup. Keep an eye on this area! We’ll be adding more types over time!

Set fundraiser terms – Choose the language to use for your fundraiser. This will update language on various pages for you.

Choose a fundraiser display format – This sets the front-end display for your fundraiser in terms of the items you wish to sell.

Participants – Here you can turn on Peer-to-Peer fundraising. Peer-to-Peer allows you to create participants that customers can credit their sales to. It’s great for creating competition amongst the participant to generate higher sales!

Fundraisers Settings – This setting will display this particular fundraiser on the All Fundraisers Listing page.

Banner Image – Setting a banner image will display the uploaded image at the top of your fundraiser in the size of the original image. For best results, use an image 1920 px X 600px.

Note: You can set a publish date and control the publicity of the fundraiser by editing the information seen in the Publish meta box.

Step 4: Under the Items to Sell tab, enter the information requested.

Add items to your fundraiser – Click the ‘Add Item’ button to add an item for sale in your fundraiser. This will open the Item Edit page.

Item Title – Give your item a name. This is the name that will display on the front-end.

Add an item description – Provide a description of your item to help customers understand more about your item.

Item Options

• • Track Inventory – If you are keeping track of inventory, this is where you can set inventory levels and get alerts of low inventory quantities.
  • Variations – Here is where you can create different options for your item (Color, Size, etc.).
  • Custom Information – Use these to collect information from your buyer on a per item level. This means that if they order two of an item, they will fill this field out twice.
  • Limit Display Timeframe – You can use this area to set an items appearance on the front-end to a set time period.
  • Limit Quantity – You can limit the quantity of an items a customer can purchase at one time.

Item Categories – You can create categories for your items to make them easier to find for your customers on the front-end.

Item Images – Add an image of your item – or two or three!

Sale Price – Here you can create a sale price, but we highly recommend you set an end date as well!

Step 5: Under the Participants tab, enter the information as desired (peer-to-peer fundraisers only).

Team – You can form teams of participants as well! You can also choose to hide or show those teams on the front-end.

Participant Settings – Here you have control over the various options for your participants. You display them on the front-end, set their revenue goals and even allow them to edit their own sales page.

Members – Click the ‘Add New’ button to add a participant for the fundraiser. Alternatively, you can import a group of participants using the Import button (we recommend downloading the import template for best results).

Step 6: Under the Payment Details tab, enter the information as desired.

Payment Details – Choose which platform fee options you’d like to use for this fundraiser as well as set a refund deadline if desired. Note: Tips do not come out of your item revenue received as they are an added optional charge by the customer’s decision.

Agree to Terms – If you require your customers to agree to terms on checkout, you can set that language here.

Step 7: Under the Advanced Options tab, enter the information as desired.

Page Design Options – Here you can set a fundraiser overall goal and limit the timeframe for allowed purchases.

Checkout Fields – The system allow you to collect additional information from your customer upon checkout. You can collect things like t-shirt sizes, food requests, etc. “Ship To” fields include all address based fields.

Tax and Shipping – If you require tax or shipping to be added to your items, you can add that here.

Fundraiser Managers – Anyone added here will have full access to managing and editing this specific fundraiser. They will not be able to manage any other fundraiser unless listed as an administrator on those fundraisers as well.

Notifications – You have the ability to include a ‘receipt’ after your users purchase. You can further customize the email with dynamic values using the dropdown ‘Insert Field’ option in the menu as well.

Creating and maintaining fundraisers is a way to avoid ‘recreating the wheel’ for your event, project or committee. These fundraisers can be duplicated each year and simply updated to reflect that specific year’s efforts.

NOTE: We recommend setting your Stripe account to a one month interval deposit schedule!