Pages Configurations and Settings Part IV: Configure Fundraising Pages (Version 2+)

Pages Configurations and Settings Part IV: Configure Fundraising Pages (Version 2+)

1. This tutorial will cover how to configure fundraising pages.
2. To configure fundraising pages, start by clicking on the Main Menu (3 bars); then, in the Active Modules section, click on Pages.
3. To activate or deactivate fundraising pages, click on the power button in the top left corner of the Configure Fundraising Pages button.
4. Once you confirm the changes, fundraising pages will be activated or deactivated as requested.
5. To configure fundraising pages, click on the Configure Fundraising Pages button itself.
6. In the resulting screen you will see a list of all currently configured fundraising pages.
7. To create a new fundraising page, click on the Add Fundraising Page button in the lower right of the screen.
8. 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).
9. Next, set the display order for this page in the Donation menu using the Display Order in the Menu field.
10. To indicate the source of all donations made via this fundraising page, use the Source of Donation drop-down field.
11. To indicate the fund under which all donations should be recorded, use the Fund drop-down menu.
12. If desired, you may link all donations made via this fundraising page to a particular campaign using the Campaign field.
13. If you select a campaign, you will be asked if you wish to use a campaign goal from the campaigns configuration.
14. 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.
15. 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.
16. Alternatively, you can allot donations in the fundraising page to a specific program or subprogram.
17. Lastly, if this page is to represent your general fundraising page, indicate this with the “This is the general fundraising page” check-box.
18. There can be only one General Fundraising page, and this page will be linked to the Donate Now button found on all pages.
19. When you have finish configuring the fundraising page, click on Save and Proceed.
20. On the Details tab, use the Details section to provide all content for the fundraising page itself that will be presented to prospective donors.
21. Use the Intro Text section to provide a final message to donors that will be shown on the final step of the donation process.
22. When you have finished providing content for these two areas, click on Save & Proceed.
23. 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.
24. 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.
25. To edit an existing fundraising page, click on the Edit (pencil) button for the appropriate page.
26. To delete a fundraising page, click on the Delete (-) button for the page you wish to remove and confirm the change.
27. To change the publish status of a page, click on the Publish/Unpublish (check-mark) button for the page you wish to modify.
28. To preview a fundraising page, click on the Preview (Magnifying glass) button for that page.