Collecting donations is a non-negotiable source of funding in the nonprofit world. As such, the software allows you to create your donation campaign in just a few minutes.
The donation campaign can be configured based on your needs and manages several payment methods: credit card, direct deposit, check, etc.
The Donation feature allows you to:
- Personalize the campaign: choose a title, image, description, etc.
- Define the donation prices: define the price plans or let the donor decide how much to give.
- Online and offline registration: donors can register manually.
- Manage the community: users that make a donation will automatically be integrated into your community and identified as donors.
This article covers the following points:
How a Donation Campaign Works
The existing donation campaigns are listed on the Community > Donations page.
A donation campaign consists of three tabs:
- A form, which you can set up and which is filled in at the time of registration.
- A communication page, which includes links and publication options.
- A list of registrants to track the active registrants and the payments associated with them.
Setting Up the Form
To create a donation campaign, go to Community > Donations, then click on Create a donation campaign.
1. Choose a ticketing type
When you create a campaign/ticketing (membership, donations, event, or store), you have the choice between allowing online and offline registration.
Allow online donations
Online campaigns have the following advantages:
- The donors fill in the registration form themselves,
- The administrator can also manually add a donation,
- You can activate online payment,
- You can improve the reach of the campaign by sharing the link or publishing it on your website.
Allow offline donations
Offline campaigns allow the administrator to manually add donations from the list of registrants. This allows you to keep control of the registration process while benefiting from better tracking.
2. General information
You must indicate a title for your campaign as well as a description if you want to put it online. We also recommend adding a photo. You are also able to add terms and conditions, or even add an attachment.
The dates of the campaign allow you to limit access by choosing an end date. Once this date is reached registration will be closed.
4. Donation rates
Fill in the different rates that you want to offer by clicking "+ New".
Then fill in the different fields of your donation such as the amount and the description.
Concerning the amount, you have a couple of options.
- You can offer the donor to choose their amount (with a minimum amount)
- Alternatively, you can propose several amounts that you have previously set
By clicking on +Options, you have other possibilities, like:
- To show the price or not. If it is obsolete, you might prefer to hide it.
- Automatically add the donor to a group (major donors, for example).
This section allows you to collect information about your donors when they register.
At the time of donation, there are several basic pieces of information asked from the donor: their first and last name, street address, or business address if the donor is a company.
The informational fields filled in during registration are those defined in the profile settings. The information entered by the donor will automatically be fed to their profile which is accessible via the contact list. For more information about contact profiles, look at this article.
6. Payment options
Then you need to choose the payment methods that you will accept.
You can choose online payment (through credit card), cash, check, or other. The donor will receive an email confirmation (which can be attached to their payment by mail).
You can personalize your message in the confirmation email, which can be an opportunity to include a personalized thank you note to the donor.
The advanced payment options allow you to:
- Limit the number of all sales or limit the quantity each user can purchase,
- Provide an email address so you will be notified of each donation made,
- Make the number of sales public, if you want.
The website option allows you to publish the donation campaign on your website. For the campaign to be visible, the page that you chose in the form needs to be placed in a menu on your website. To do this, go to Website > Menus and Pages.
The accessible link option allows you to access the campaign from an external website or email. You can thus place the link in your newsletter to distribute it to as many people as possible. This link is available in the Communication tab of your campaign.
To access the campaign via this link, the Published website option must be selected on Website > Settings and Themes, because the Site under maintenance option only allows administrators to view the website. If you don't want to publish your website, select the Published website option, and deactivate the Website tool from the Features page. A login page will be displayed instead.
Click on Publish and it is all set! Your campaign is published and your first donors can register.
It is also possible to publish the campaign on an external site by integrating the form in an iframe.
Saving the form
Once all the sections are set up, click on Save. The campaign status will appear as Posted. You can change this later by changing the campaign to draft, sales on hold, or archived.
If the campaign registration fails, the section in question will be highlighted in red. You will then have to fill in the missing information and save it again.