Directed Donations
⏱︎ 3 minutes
Directed Donations are a way to collect donations into specific funds - think like a wedding registry - where you can add multiple items to which customers can make donations.
Looking for a general fund where customers can donate? Read our Collecting Donations article.
Setting Up a Directed Donation Campaign
Creating the 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.
a. Include a title, abbreviation, and image.
b. CAMPAIGN STATUS should be Active, and CAMPAIGN PUBLIC STATUS can be Public if you are ready to open sales upon completion.
c. Sort Order will rank items on the site; the closest to "1" the higher in the list it will appear.
d. Choose if you wish to ask customer to cover fees, and if you wish to show the directed donations item in the cart.
e. Click the DIRECTED DONATIONS button.
You'll add your directed donation line items, like "new orchestra chairs", in the next page.
f. Choose if you'd like to collect your donor names, if you'd like to display those to customers, and write a donation campaign description.
5. When the form is complete, click SUBMIT CAMPAIGN.
Adding Specific Directed Donation Items
1. Click ADD DIRECTED DONATION ITEM.
2. Fill out the form.
a. Give it a title, abbreviation, image, and short description.
b. ITEM STATUS should be Active, and ITEM PUBLIC STATUS can be Public if you are ready to open sales upon completion.
c. Choose if the item is COUNT BASED or GOAL BASED and enter necessary details.
Count based means you're looking to raise money for a certain number. For example: You need the money for 12 new chairs at $30 each. | Goal based means you're raising a larger amount and people can make individual donations to reach the goal. For example: Raising $2,000 for a new soundboard, and customers could donate $10 to that goal. |
3. Click SUBMIT.
4. Add additional Directed Donation Items until complete.
Donating to a Directed Donation Campaign as a Customer
Customers will choose however many registry items that would like to purchase or enter the amount they would like to donate, then add to the cart and checkout as normal.
When you've reached your goals:
On a count based donation, no more can be sold.
On a count based donation, no more can be sold.
On a goal based donation, people can continue to donate.
If a customer donates, this doesn't automatically purchase the registry item for you. You will simply receive the money as a lump sum, and will need to purchase the items separately.
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