Configure Online Fundraising Projects: Media
- In this tutorial we will cover how to Signup Agreements for supporters in Fundly Enterprise.
- While editing the project you wish to create signup agreements for, select the Signup Agreements option in the left hand menu.
- This will show you a list of all currently configured signup agreements.
- To add a sign up agreement to this project you can use the Choose An Existing Agreement option to select a previously used agreement from another project.
- To create a new agreement, click on the New Agreement button and in the resulting dialogue, specify a name for the agreement in the Name of Agreement field.
- Next specify what type of support will be required to agree to this agreement upon sign up by marking the box next to the desired support type.
- If you have a document containing your agreement that you would like to provide to supporters, use the Upload Agreement button to select and upload the file.
- Alternatively, you can use the Agreement Content editor to supply the text of your agreement, and it will be displayed to supports.
- Once you have finished configuring an agreement, click on the Save button in the lower right.
- To edit an agreement, click on the Edit button to the right of that agreement.
- To delete an agreement, click on the drop-down next to the Edit button and click on Delete.
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