How to create a campaign

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

In order to put in place a Campaign start by going into Store > Fundraising

Click on to access the campaign creation screen

Fill out the required info as explained below 

Details section

 

NAME

The campaign name that you want your clients to see 

DESCRIPTION

Enter the campaign description as you want it to be read by your clients 

GOAL AMOUNT

The goal to be reached for this campaign 

Check the box if you want to publish the progress as a percentage to encourage your clients to donate more. 

BEGINS ON

Date this campaign takes effect and automatically at that date the campaign will be visible to clients.

ENDS ON

Date this campaign will end on that date and the campaign will not be visible to the customer. Do not put a date if you do not want the campaign ends on a specific date. 

Check the box to activate this campaign and make it visible to your customers

Check the box for this campaign to be displayed automatically on the purchase confirmation screen in the checkout process. This way, all customers who purchase an activity, a membership or a product will be able to donate, even if they have not visited the "Fundraising" tab.

Image section 

IMAGE

Click on to upload an image representing the campaign. This image must already be on your computer in order to be selected. It will be visible to your clients.

If the image in “Tumbnail” doesn’t showcase the part of your image that you’d like to draw attention to, use the   tool to adjust the image.

Method of payment section 

Decide which method of payment you wish to make available for this product. You may select one or both options. 

Click on   to save the campaign

Click on   to be redirected to the fundrasing summary page and be able to create another campaign.

State of the campaign section

This section appear when donations have been made. Come here to:

Viewing the progress of the campaign
Look at the list of donors
Embed this campaign into specific places on your website

SEE THE DONORS LIST

By clicking on  you will be redirected to the donors screen

When you click on :

You will view the invoice.

You will be redirected to the client’s account, where you will be able to cancel the donation, when needed.

EMBED THIS CAMPAIGN

By clicking on  (CAMP-018-EN) you will have access to the HTML code you need to be able to embed this campaign wherever you want in your own web site.

DONATE BUTTON

By clicking on  a box will open, you will have access to the HTML code you need to be able to embed a button wherever you want in your own web site.

You will have the possibility to personalize the button:

CHOOSE A COLOUR

SET THE BUTTON TEXT

PREVIEW

COPY AND PASTE THIS CODE

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