Pages Configurations and Settings Part IV: Configure Fundraising Pages (Version 2+)
- This tutorial will cover how to configure fundraising pages.
- To configure fundraising pages, start by clicking on the Main Menu (3 bars); then, in the Active Modules section, click on Pages.
- To activate or deactivate fundraising pages, click on the power button in the top left corner of the Configure Fundraising Pages button.
- Once you confirm the changes, fundraising pages will be activated or deactivated as requested.
- To configure fundraising pages, click on the Configure Fundraising Pages button itself.
- In the resulting screen you will see a list of all currently configured fundraising pages.
- To create a new fundraising page, click on the Add Fundraising Page button in the lower right of the screen.
- In the resulting screen, start by specifying the title and name you wish to use in the pages menu for this donation page (in the Title and Name fields).
- Next, set the display order for this page in the Donation menu using the Display Order in the Menu field.
- To indicate the source of all donations made via this fundraising page, use the Source of Donation drop-down field.
- To indicate the fund under which all donations should be recorded, use the Fund drop-down menu.
- If desired, you may link all donations made via this fundraising page to a particular campaign using the Campaign field.
- If you select a campaign, you will be asked if you wish to use a campaign goal from the campaigns configuration.
- Should you wish to create a new goal, click on Add New Goal, and specify the goal's start and end date, as well as the goal amount.
- In the right-hand section, you will have the option to allow the user to select from any programs or sub-programs you have configured.
- Alternatively, you can allot donations in the fundraising page to a specific program or subprogram.
- Lastly, if this page is to represent your general fundraising page, indicate this with the “This is the general fundraising page” check-box.
- There can be only one General Fundraising page, and this page will be linked to the Donate Now button found on all pages.
- When you have finish configuring the fundraising page, click on Save and Proceed.
- On the Details tab, use the Details section to provide all content for the fundraising page itself that will be presented to prospective donors.
- Use the Intro Text section to provide a final message to donors that will be shown on the final step of the donation process.
- When you have finished providing content for these two areas, click on Save & Proceed.
- Finally, on the Media tab, you will have the opportunity to upload images and video links, using the Upload Image and Video URL buttons, respectively.
- When you are ready to publish your fundraising page, click the Publish button in the upper right, and use the Back button to return to the list of fundraising pages.
- To edit an existing fundraising page, click on the Edit (pencil) button for the appropriate page.
- To delete a fundraising page, click on the Delete (-) button for the page you wish to remove and confirm the change.
- To change the publish status of a page, click on the Publish/Unpublish (check-mark) button for the page you wish to modify.
- To preview a fundraising page, click on the Preview (Magnifying glass) button for that page.
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