Difference between revisions of "Fundraising"

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(Created page with "=Overview= The GrowthZone Fundraising module provides the functionality to manage fundraising campaigns for both pledge-based and non-pledge donations. =Add a New Fundraisin...")
 
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#Click '''Fundraising''' in the Navigation Panel.  The Fundraising module will display all of your fundraising campaigns.
 
#Click '''Fundraising''' in the Navigation Panel.  The Fundraising module will display all of your fundraising campaigns.
 
#:[[File:Fundraising.jpg|center]]
 
#:[[File:Fundraising.jpg|center]]
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#Click the '''Add New'' button.
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#Click the '''Add New''' button.
 
#:[[File:Add Edit Campaign.jpg|center]]
 
#:[[File:Add Edit Campaign.jpg|center]]
 
#Enter a '''Campaign Name''' for the new campaign.
 
#Enter a '''Campaign Name''' for the new campaign.
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#Enter the '''Goal Amount''' for the new campaign. This is a dollar value goal.
 
#Enter the '''Goal Amount''' for the new campaign. This is a dollar value goal.
 
#Enter the '''Primary Contact''' for this campaign.
 
#Enter the '''Primary Contact''' for this campaign.
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#Select the '''Receipt Template''' you wish to use for this campaign.
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#Select the '''Receipt Template''' you wish to use for this campaign. [[Communications_Basics#Create_and_Manage_Email_Templates|Click here]] for details on managing and editing your templates.
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#Select the '''Thank You Template''' you wish to use for this campaign.
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#Select the '''Thank You Template''' you wish to use for this campaign. [[Communications_Basics#Create_and_Manage_Email_Templates|Click here]] for details on managing and editing your templates.
 
#Select the '''Fundraising Status''' for this campaign from the drop-down list.
 
#Select the '''Fundraising Status''' for this campaign from the drop-down list.
 
#If you wish to allow a donor to be billed, click the '''Allow Invoicing''' check-box.
 
#If you wish to allow a donor to be billed, click the '''Allow Invoicing''' check-box.
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#Click '''Done'''.
 
#Click '''Done'''.
  
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After completing the initial setup of the campaign, you will associate fee items to the campaign on the '''Donation Setup''' tab. You may wish to setup both one-time, and recurring good/services for your campaign. [[Billing#Set_Up_Goods.2FServices|Click here]] for details on setting up good/services.
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After completing the initial setup of the campaign, you will associate fee items to the campaign on the '''Donation Setup''' tab.  
  
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#on the '''Donation Setup''' tab.
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#On the '''Donation Setup''' tab, click the '''+''' in the '''Donation/Pledge Items''' section.
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#Select a previously created good/service in the '''Item''' drop-down list '''OR''' click the [[File:Orange plus icon.jpg]] to add a new goods/service. [[Billing#Set_Up_Goods.2FServices|Click here]] for details on setting up good/services.
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#If this fee item is a pledge, click the '''Is a Pledge''' check-box.
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#To edit the amounts associated with this good/service click the pencil icon.
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#:[[File:Edit Amounts.jpg|center]]
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#On the '''Edit Amounts''' screen, configure the following:
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#*'''Minimum Amount''' - this setting allows you to define the minimum donation dollar value'''Suggested Amount.
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#*'''Suggested Amount''' - this setting allows you to define the suggested dollar value of a donation.
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#*'''Show Minimum Amount''' - select this check-box if you wish to display the minimum amount on the donation form.
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#:'''Allow donor to select donation start date''' - click this check box to allow a donor who is contributing on a recurring basis to define their own start date.
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#:'''Allow Custom Amount''' - select this check box to allow donors to enter any donation amount.
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#Click '''Done'''.
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#Click '''Save'''.

Revision as of 14:52, 10 July 2017

Overview

The GrowthZone Fundraising module provides the functionality to manage fundraising campaigns for both pledge-based and non-pledge donations.

Add a New Fundraising Campaign

  1. Click Fundraising in the Navigation Panel. The Fundraising module will display all of your fundraising campaigns.
    Fundraising.jpg
  2. Click the Add New button.
    Add Edit Campaign.jpg
  3. Enter a Campaign Name for the new campaign.
  4. Enter the Start Date and End Date for this campaign.
  5. Enter a Description of the new campaign.
  6. Enter the Goal Amount for the new campaign. This is a dollar value goal.
  7. Enter the Primary Contact for this campaign.
  8. Select the Receipt Template you wish to use for this campaign. Click here for details on managing and editing your templates.
  9. Select the Thank You Template you wish to use for this campaign. Click here for details on managing and editing your templates.
  10. Select the Fundraising Status for this campaign from the drop-down list.
  11. If you wish to allow a donor to be billed, click the Allow Invoicing check-box.
  12. If you wish to allow a donor to enter a message, click the Collect Donor Message check-box.
  13. If you wish to allow tributes, click the Allow Tributes check-box.
  14. If you wish to allow the donor to create log-in credentials to the Info Hub, click the Allow User To Create Account / Login. This is best practice to allow the donor to store their credit card information.
  15. Click Done.

After completing the initial setup of the campaign, you will associate fee items to the campaign on the Donation Setup tab.

  1. On the Donation Setup tab, click the + in the Donation/Pledge Items section.
  2. Select a previously created good/service in the Item drop-down list OR click the Orange plus icon.jpg to add a new goods/service. Click here for details on setting up good/services.
  3. If this fee item is a pledge, click the Is a Pledge check-box.
  4. To edit the amounts associated with this good/service click the pencil icon.
    Edit Amounts.jpg
  5. On the Edit Amounts screen, configure the following:
    • Minimum Amount - this setting allows you to define the minimum donation dollar valueSuggested Amount.
    • Suggested Amount - this setting allows you to define the suggested dollar value of a donation.
    • Show Minimum Amount - select this check-box if you wish to display the minimum amount on the donation form.
    Allow donor to select donation start date - click this check box to allow a donor who is contributing on a recurring basis to define their own start date.
    Allow Custom Amount - select this check box to allow donors to enter any donation amount.
  6. Click Done.
  7. Click Save.
Retrieved from "http://supportwiki.growthzone.com/index.php?title=Fundraising&oldid=9094"