Fundraisers
Get to know Fundraisers, a feature that makes it easy for supporters to fundraise for your organization
Search and filters
The Fundraisers view includes search and filtering tools. You can use the search for a specific Fundraiser by its name.
There are five typical filters in the Fundraisers view:
- Supporter: filter by supporter.
- Campaign: filter by the campaign that the Fundraiser is associated with.
- Element: filter by the Element that was used to create the Fundraiser.
- Source: filter by the source through which the Fundraiser was created. The sources are Website and Dashboard. You can use this filter to see which Fundraisers were created organically by supporters (through Website) and directly by your organization’s team members (through the Dashboard).
- Status: filter by the status of a Fundraiser. They can either be classed as Active or Paused.
If subaccounts are enabled for your account, an additional Account filter is displayed. This filter is used to display Fundraisers created by all or some of your organization’s accounts.
Table view
The table view displays a list of all existing Fundraisers and includes details and statistics about each Fundraiser. The properties displayed in the table are described below.
- Campaign: the campaign associated with the Fundraiser.
- Fundraiser: the name of the fundraiser, taken from the Display name value configured by the supporter that created the Fundraiser.
- Goal: the Fundraiser’s goal amount, as set by the supporter who created the Fundraiser.
- Raised: the amount raised so far for the Fundraiser.
- Created: the date that the Fundraiser was created by a supporter.
- Goal date: the goal date for the Fundraiser, as set by the supporter who created the Fundraiser.
- Statistics: the conversion data for a Fundraiser, displayed as unique views and number of donations.
If subaccounts are enabled for your account, an additional Account column is displayed. This filter is used to display fundraisers created by all or some of your organization’s accounts.
Creating a fundraiser
In most cases, a supporter creates a Fundraiser using the Fundraisers Button or Fundraisers Link components from the Elements library. These components are typically integrated into your organization’s website.
However, it is also possible to create a Fundraiser from within the Fundraise Up Dashboard. This approach is useful when a supporter needs help creating a fundraiser, or if you are creating fundraisers on behalf of board members, corporate sponsors, or other groups.
To create a Fundraiser, navigate to the Fundraisers view in the Dashboard and select New Fundraiser.
Campaign configuration
Some settings for configuring Fundraisers are managed at the campaign level. Review these settings as part of your Fundraisers deployment.
Elements
The Elements library includes several Fundraisers-specific components. Add these components to your organization’s website to encourage supporters to start Fundraisers.
- Fundraisers Button: used to launch the Fundraisers onboarding screen.
- Fundraisers Link: used to launch the Fundraisers onboarding screen.
- Top Fundraisers: used to display top-performing supporter-driven fundraisers.
Found a mistake? Is there a missing topic? Hard to read? Let us know