Signup Agreements

Configure Online Fundraising Projects: Media

1. In this tutorial we will cover how to Signup Agreements for supporters in Fundly Enterprise.
2. While editing the project you wish to create signup agreements for, select the Signup Agreements option in the left hand menu.
3. This will show you a list of all currently configured signup agreements.
4. 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.
5. 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.
6. 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.
7. 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.
8. Alternatively, you can use the Agreement Content editor to supply the text of your agreement, and it will be displayed to supports.
9. Once you have finished configuring an agreement, click on the Save button in the lower right.
10. To edit an agreement, click on the Edit button to the right of that agreement.
11. To delete an agreement, click on the drop-down next to the Edit button and click on Delete.