Collecting Donations

⏱︎ 1 minute

Donations are collected through Donation Campaigns, which allow your customers to specify what their donations are applied to (like Building Fund, Scholarship Fund, etc.)

Setting Up a Donation Campaign

      1. Log in and navigate to your department. 

      2. On the left side menu, go to Marketing and Fundraising → DONATION CAMPAIGNS.

      

      3. Click ADD NEW CAMPAIGN. 

4. Fill out the form. 

There are two types of donation campaigns - standard campaigns, where customers make donations to one general fund, and directed donation campaigns, where customers make donations to specific line items or funds (think like a wedding registry!) 

      5. Click SUBMIT CAMPAIGN. 

Closing a Donation Campaign

When you are finished with your donation campaign and ready to receive funds: 
      1. Log in and navigate to your department. 

      2. On the left side menu, go to Marketing and Fundraising → DONATION CAMPAIGNS.

      

     3.  Click VIEW next to the campaign. 

     4. Click CLOSE CAMPAIGN, then click CLOSE NOW. 

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