Fundraisers

Supporters can create Fundraisers through the Fundraisers Button or Fundraisers Link elements that you add to your website. Each Fundraiser connects to a specific campaign of your choice.

When creating a Fundraiser, supporters can:

• Set a personal fundraising goal.
• Add their message and reason for fundraising.
• Upload a photo that resonates with your community.
• Share their Fundraiser page with friends and family.

A person who has started a Fundraiser becomes a Fundraiser's Admin.

Fundraise Up offers three Elements for implementing Fundraisers on your website:

1. Fundraisers Button — Allows supporters to create their own Fundraisers.
2. Fundraisers Link — Functions like the button but displays as a text link.

   1https://donate.ropsi.org/-/XTDDUDDF

   Example of a Fundraisers Link

3. Top Fundraisers — Displays your most successful fundraisers. Supporters can click on a fundraiser's name to make a donation to that specific campaign.

Fundraisers Button (on the left) and Top Fundraisers (on the right)

If both the Campaign Page and Checkout Modal are enabled for a campaign, a Fundraiser Element linked to that campaign will open the Checkout Modal. To have an Element open the Campaign Page instead, make sure only the Campaign Page format is enabled for the campaign (do not enable the Checkout Modal).

When supporters click a Fundraisers Link or Fundraisers Button, they can choose to join an existing team or create a new Fundraiser (based on your element settings).

Starting screen for creating a Fundraiser. In this case, the organization allowed both the option to start a new Fundraiser and the option to join an existing team

To create a new Fundraiser, supporters:

1. Choose a Fundraiser title (required).
2. Upload an optional image. Minimum size: 1248×702 px.
   What happens if no image is uploaded?
3. Write a description of up to 280 characters (required).

   A default message is provided. Organizations can customize it in Campaigns > [Your campaign] > Fundraisers > General.

4. Select a designation.
5. Choose a currency.

The first screen that supporters see when creating a Fundraiser

Optionally, supporters can set a goal — the minimum amount is $10 or the equivalent in the selected currency. To do so, they need to:

1. Check the Add goal checkbox.
2. Enter a goal amount (required).
3. Set an end date.

After clicking Continue, they will be required to:

1. Enter their email address.
2. Verify their email using a code.
3. Provide their name (stored in the system but not visible to other supporters).

After completing these steps, the Fundraiser activates. The Fundraiser's Admin receives:

• A link to share their Fundraiser.
• A confirmation email with an Open my fundraiser button and sharing options.

The Open my fundraiser button provides direct access to the personal Donor Portal, where the supporter can manage their fundraising activities.

There are a few ways that the checkout form may appear to supporters who donate through a Fundraiser. The overall design stays mostly the same as that of a standard checkout experience, with a few key differences.

If the Fundraiser opens in the Checkout Modal, it will typically display two tabs:

• About the fundraiser — This shows the description entered by the Fundraiser’s Admin in the Description field when creating the Fundraiser.
• About the cause — This shows the content set by your organization on the Ask page (Campaigns > [Your campaign] > Checkout Modal > Ask page).

This is what supporters see when donating to a Fundraiser through the Checkout Modal

If the Ask page is disabled or either the Ask page title or Message fields are empty, the About the cause tab will not appear when the checkout is opened from a Fundraiser. In this case, tabs will not appear — only the Fundraiser content will be shown.

If the Fundraiser has a goal set, the About the fundraiser tab will also display a progress bar showing the total amount raised.

Similar to the Checkout Modal, if the Fundraiser opens in the Campaign Page, it will display the same two tabs.

If the Campaign Page heading or Message fields are empty in the campaign settings (Campaigns > [Your campaign] > Campaign Page > Content), tabs will not appear — only the Fundraiser content will be shown.

If the Fundraiser has a goal set, the About the fundraiser tab will also display a progress bar showing the total amount raised.

Unlike the Checkout Modal, the Campaign Page can also include a Goal Meter for the entire campaign. This meter works the same way as a Fundraiser goal — showing progress toward a set amount. If both goals are set (Fundraiser and campaign), only the Fundraiser goal will be displayed. If only one goal is set, that goal will appear on the respective tab.

This is what supporters see when donating to a Fundraiser through the Campaign Page

The Donor Portal's Fundraisers section shows Fundraiser's Admin their active and paused Fundraisers with current progress and remaining days until their goal date. By clicking on a Fundraiser, Fundraiser's Admin can view its details, performance, and make edits.

Fundraisers page in Donor Portal

The Donor Portal allows a Fundraiser’s Admin to adapt their Fundraiser as the campaign evolves. Using the Edit button, they can control how their Fundraiser appears to potential supporters. They can update:

• The title and image shown in the Checkout Modal and Campaign Page.
• The fundraising goal amount — useful when they exceed their initial target (can also be removed).
• The description (up to 280 characters) explaining their connection to the cause.
• The target end date — for example, if they need more time (can also be removed).

The Fundraiser details page displays three core metrics to help Fundraiser's Admin understand their impact:

• Total amount raised.
• Checkout Modal and Campaign Page view counts.
• Total number of donations received.

An interactive map shows the geographical distribution of donations, while a progress bar tracks advancement toward the goal.

The interface provides sharing tools that supporters use to promote their Fundraisers. These include a copyable direct link, social media sharing buttons, and an email option with pre-written text, which consists of the description of up to 280 characters mentioned above.

Fundraiser's Admin can also download a QR code linking to their Fundraiser. When scanned, the QR code will open the Fundraiser on the website specified in the Supporter destination URL, configured under Campaigns > [Your campaign] > Fundraisers.

Fundraiser's Admin can track donations through the donations table, which shows each contributor's name, amount, date, location, and comments. The table can be sorted by recent donations (default view) or by amount.

The Team performance section appears on every Fundraiser's page in the Donor Portal, even for Fundraisers with a single participant. This section shows all participating supporters with their detailed performance metrics, including each member's name, their role, total amount raised, and number of donations received.

Fundraiser team performance page in Donor Portal

To add team members, Fundraiser's Admin can share an invitation link found in the Team performance section. When invited supporters click this link, they're guided through onboarding screen for creating their own fundraiser profile that connects to the team's collective goal. This creates a network of connected fundraisers working toward the same target.

Team members can also be added through Elements, providing another way to expand the team.

The onboarding appears on the website specified in the Supporter destination URL, configured under Campaigns > [Your campaign] > Fundraisers.

You can also create Fundraisers on behalf of your supporters. This is helpful when supporters need assistance or when you’re setting up Fundraisers for board members, corporate sponsors, or other key groups.

There are two ways that your organization can create Fundraisers:

• Through the REST API — Useful for creating Fundraisers at scale, such as syncing with your CRM or automating creation. Note that you cannot add new members to a Fundraiser created using the API. Learn how to create Fundraisers with the API →
• In the Dashboard — Ideal for one-off or curated Fundraisers that don’t require coding. To create a Fundraiser in the Dashboard, go to Fundraisers, click New Fundraiser, and fill out the form as described in the “How supporters set up Fundraisers” section.

Compared to the supporter flow for creating a Fundraiser, organizations have access to two additional optional fields:

• Code — Used to assign a standardized code to each Fundraiser for easier CRM management. This code does not need to be unique.
• Custom URL (slug field in the REST and JavaScript API) — This replaces the default Fundraiser ID (NXXXXXXX) with a custom URL path. You can use letters, numbers, hyphens, and underscores.

Each campaign has a Fundraisers tab where you can edit default fundraisers settings. Find them at Campaigns > [Your campaign] > Fundraisers > General.

This setting determines where the Fundraisers onboarding screen appears when launched from a Fundraisers Button or Fundraisers Link element. The system uses the URL from your account settings by default.

Supporters include a description explaining why they are fundraising. You can add a default message (up to 280 characters) that supporters can use or modify.

Go to the Goal tab in the left-side menu to set campaign-level fundraiser goals. These goals appear in the Donor Portal.

Default goal date

Set a default timeframe for Fundraiser goals:

• 2 weeks.
• 1 month.
• 3 months.
• Custom date.

The Fundraisers onboarding screen will display the selected timeframe.

Goal reached settings

When a Fundraiser reaches its goal, an image, title, and text appears in the Fundraiser's Admin Donor Portal. Organizations can customize the image and text for each campaign.

The text area supports basic formatting, including bold, italics, and links.

The Donor Portal image shown when a goal is reached

Preview your Donor Portal customization using the Preview button.

Fundraiser-related emails are sent automatically by the system. These include:

• Fundraiser started — Sent when a new Fundraiser is created. Includes buttons for sharing the Fundraiser and managing it in the Donor Portal.
• Donation received — Sent whenever a donation is made to a Fundraiser. Includes buttons for sharing the Fundraiser and managing it in the Donor Portal.
• Goal reached — Sent when a Fundraiser meets its goal. Includes buttons for sharing the Fundraiser and managing it in the Donor Portal.
• Member welcome — Sent when a supporter joins an existing Fundraiser as a team member. Includes sharing and review in Donor Portal options.
• Member notification — Sent to all existing Fundraiser members when a new team member joins. Includes details about the new member, sharing, and review in Donor Portal options.

Customize these emails in Settings > Emails > Fundraisers. You can disable any or all Fundraiser-related emails.

You can use personalization tags to customize messages. Open the tag dropdown menu and select Campaign Name, Fundraiser First Name, Fundraiser Last Name, Fundraiser Email, or Fundraiser Name.

For example, writing Dear [[Fundraiser First Name]]! will display Dear Alex! for a Fundraiser's Admin named Alex.

Click Show preview to check how the email will appear before sending.

Encourage participation and friendly competition among supporters by displaying leaderboards and social proof-style rankings. You have two options:

• Top Fundraisers Element — Displays the most successful fundraisers. Supporters can click on a fundraiser's name to donate to their campaign.
  • Create it in your Dashboard: Elements > New Element > Top Fundraisers (under the Lists tab).
• Show other supporters' impact — Displays recent donations to a specific Fundraiser on the Campaign Page.
  • Activate and configure in Campaigns > [Your campaign] > Campaign Page > Supporter Impact.
  • Recent donations will only appear after at least three non-anonymous donations have been made to the Fundraiser.

Monitor Fundraiser progress, send encouragement, and help supporters reach their goals by checking the Fundraisers tab regularly. You can view individual Fundraiser performance and overall campaign progress.

To manage Fundraisers:

1. Go to Dashboard > Fundraisers.
2. Click on a specific Fundraiser to view details.
3. Use the Edit button to update goals or content.
   

   Edit button in the Fundraiser section of the Dashboard

You can pause a Fundraiser with the option to reactivate it later. However, Fundraisers cannot be deleted, as they may be linked to transactions or contain important historical data.

When a Fundraiser is paused, visitors will be automatically redirected to its general campaign donation page.

A Fundraiser's admin cannot restart a Fundraiser if the organization has paused it in the Dashboard.

To maximize the effectiveness of your Fundraisers:

• Set reasonable default goals that motivate supporters.
• Provide templates and examples that help supporters tell compelling stories.
• Recognize top Fundraisers through your communication channels.
• Send encouragement emails to fundraisers who are close to their goals.