How To

Setting Up A Fundraiser

Once you have your Stripe account connected you are ready to build your pages. To keep things fresh on the page you will need to press the refresh button when you first get to the page before you add any content. Now that you are set up you have the dashboard view - in there you upload your organization logo to the logo portion.

The content section is a section for you to add any text you may wish - this supports text and if you would like to add images, they appear here. You would add them in there by clicking the paperclip icon.

You now have access to create as many fundraiser pages as you want. If you want to create one, that is perfect as well. To create your fundraising page that will be on your landing page- go to the fundraiser's tab on the lefthand side of the dashboard.

From there, click "Add Fundraiser Page". From there you have full control over the settings.

• Fundraiser name - this will appear on your individual fundraising page

• Upload an image in the image section by clicking "change" this will appear on your individual page

• Upload the same or option to have a different one in the "Preview Image" this image dimension is 743x 464px. This is the image that appears on your landing page

• The Fundraiser description is the text that will appear on the preview card on the landing page

• Content - this is the text and space for images to appear on the individual fundraising page.

• Video URL - if you have a video that is on YouTube or Vimeo, paste the video there if you would like

• Receipt Message - you have the ability to customize a message that will be attached to the donation receipt that goes to the individual who has donated. This is a good spot to put your organization's tax ID since you are a non-profit.

• Show total raised - if you would like to show the totals raised you can have that shown or hidden

• Goal bar - if you would like to have a goal bar in your fundraiser, select yes and then put in your total- put in the amount without symbols so say you wanted to raise $4,000 put it as 4000

• Form settings - type whatever you would like the button to say - Donate is the most common

• Address fields - if you would like you to gather the address fields from the donor, select the check box

• Customize your form - This is where you can have any type of additional field to collect information from your donors. (Example- In honor of) You can enable it to be required or not. This is not required but a feature that is there for you to utilize depending on your fundraiser needs.

Then when you are done press save. To keep things fresh on the page you will need to press the refresh button when you first get to the page before you add any content.

Fundraiser FAQ

On your landing page, click the Admin button near the top. This will take you to your Admin Dashboard view.

Once on your Admin Dashboard, click the Fundraisers button on the left side of the screen. This will take you to the Fundraisers page, where you can create new fundraisers or edit your existing ones.

Now, click the yellow Add Fundraiser Page button in the top right to get started. Enter the name of the fundraiser, and upload an image if you'd like. Add a brief Description of the fundraiser; this is what will appear beneath the fundraiser name on your landing page. The description should be informative, but brief.

The Content section is a great place to really describe what the fundraiser is about, what the funds will be used for, etc. This will appear above the form user will fill out in order to pay.

If you would like for users to include their address in the form, navigate to the Form Settings section near the bottom of the page, and click the checkbox in front of "Include address fields in form?" If you want the address fields to be required, check the box in front of "Require user fill in address fields?"

These are the basic fields that you need in order to get your fundraiser up and running. Once finished, click the blue Save button in the bottom right of the page. Your fundraiser will now be visible and is ready for donations.

Yes, absolutely!

Navigate to the Goal Bar section, right above Form Settings near the bottom of the page. Underneath "Show Goal Bar?" click the menu and select Yes. Then, right below, input the numerical value of the amount of money you want to raise as your goal. No need to add a $ sign!

If you're building a fundraiser in advance and aren't yet ready to make it public and start receiving donations, or if you want to briefly take your fundraiser down before putting it back up, you can always make your fundraiser inactive. When your fundraiser is inactive, it will be visible to you in your Admin Dashboard view, but it will not be visible to your members or any other visitors to your landing page.

To make your fundraiser inactive, navigate to your admin dashboard and click on the Fundraisers section on the left side of the screen. This will bring you to your fundraisers page. Click the blue View button on the bottom right of the desired fundraiser.

You will now be looking at that fundraiser's information. To make any edits, in this case making the fundraiser inactive, click the Edit button right below the fundraiser name.

In the editing view of the fundraiser, you can now scroll down to the Status field,. Click on "Active" to open the menu and select "Inactive"

Scroll to the bottom of the page, click the blue Save button, and your fundraiser will now be inactive. To make the fundraiser active again, follow these same steps and change the Status field to "Active"

Editing a fundraising page, or any other page on Unionly, is a simple process.

Navigate to the Fundraisers view, and click the blue View button in the bottom right of the desired fundraiser. This will take you to the Edit page, where you can make changes to whichever fields you would like.

When done, click the blue Save button, and your newly edited fundraiser is good to go!

First off, congratulations! The whole team here at Unionly hopes it was a great success.

If your campaign or fundraiser has an end date or end goal, and it's been reached, then it might be time to take down your fundraiser.

If your fundraiser is the same from season to season, besides some design content or in name, you could always put your fundraiser into inactive for a bit and redo the required content and fields, retaining the same fundraiser.

However, if your fundraiser is truly over, then it's time to take down your fundraiser.

To delete a fundraiser, for any reason, you first navigate to your Fundraisers page on your Admin Dashboard. From there, click the blue View button in the bottom right of the desired Fundraiser. This will take you to overview page of your fundraiser. Click the Edit button below the fundraiser name to enter the editing view. In the editing view, scroll all the way down to the bottom of the page, and click the red Delete button. You'll receive a prompt asking you if you're sure you want to delete the fundraiser, and if you are, you can press yes.

With that, your fundraiser will be deleted from your landing page and your admin dashboard. On to the next one!

Great question! To build a fundraiser like this, you'll need to go to your Admin Dashboard view and click on Membership Management on the left side of the screen.

Our Fundraisers section is mainly for funds where donations of all sizes and amounts are encouraged and welcome.

If you want to set your fundraiser up so that there are tiered levels of donations, the best way to do this is through a similar process to setting up a dues page, which is done through Membership Management.

Once on the Membership Management page, you'll want to click the orange Add Dues Page button in the top right corner. This will start the process of creating a new dues/fundraising page.

Many of the fields you can now edit for this fundraiser are the same as if you were using the Fundraiser section, with some notable exceptions -- most importantly, the ability to add Dues Levels.

By utilizing the Dues Levels fields, you can create a fundraiser with tiered donation levels. Add as many levels as you need, and add the corresponding price.

By describing each donation level in the content section of the fundraiser page, you can give your members or any other potential donators a clear idea of which level they'd like to choose.

When done, simply click the blue Create Fund button and your tiered fundraiser will be ready to start receiving donations!


© 2023 Unionly. All rights reserved.