Basic Info: Step 1
To create your fundraising campaign, go to https://www.givesignup.org/FundraisingCampaign/New....
Begin by entering your nonprofit's name, the contact email for the campaign, and a name for the campaign (e.g., Support the Whales or Capital Campaign).
Next, add a goal. If you select Show goal progress on campaign page, then your goal will show in a thermometer on the campaign page.
Finally, add a campaign message. This is a description of your campaign to show on the campaign page. You will be able to edit all these settings later.
Fundraising Customization: Step 2
On Step 2, select whether you'd like fundraisers to last a set number of days or if you'd like your supporters to set their own end dates. If you select the second option, your supporters will have control over the length of their fundraiser.
Next, enter a default goal for individual fundraisers. They will be able to change this if they want to. Finally, enter a default message to show on fundraisers' pages.
Donation Customization: Step 3
The Donation Message on Step 3 auto-pulls the campaign message you already set up in step 1. If you'd like, you can edit it here. You also have 4 default donation levels. You can change the amounts on those or give them titles if you'd like.
Branding: Step 4
Next, in Step 4, you can upload a logo and select or add a color scheme.
Note: Round or square logos that are about 300x300 pixels display best.
Payment: Step 5
The third step of the wizard is Payment. It asks how you want the processing fees for your donations to be charged, and prompts you to create or add a payment account.
In order to receive your payments, you must choose or create a Payment Account. Note that it will not allow you to select a non-501(c)3 payment account. If you do not have one, you should create one for your nonprofit. You can read a full tutorial on setting up payments here.
If you select the Use Existing Payment Account tab, you will see each of your existing payment accounts. You may also see payment accounts that you can request to link. Even though you do not own these payment accounts and cannot link them yourself, they show because they are attached to your other events or websites on GiveSignup | RunSignup. If you'd like to use a payment account from this group, you can send a request to link it. The payment account owner will get an email asking them to log in and approve the use of that payment account for your campaign.
You can also choose an option under Other Options.
- Send Setup Instructions by Email allows you to send payment setup instructions to someone else (for example, your nonprofit's finance person).
- Set Up Later allows you to skip the payment step for now. If you choose this, you will have to set up or attach your payment account from the Financial tab in the dashboard.
- The test mode option allows you to test your ticket purchase path before you have payments set up.
If you create or add a payment account in the wizard, you'll be prompted to choose how processing fees are handled. If you select "Processing fee comes out of the charge," your donors will be prompted to cover their donation's fees with a pre-selected checkbox. You can customize the text that will show next to that checkbox here.
Finish: Step 6
On Step 6, you're all done! You can view your campaign dashboard or go to your fundraising campaign.