Set up Giving Station

Giving Station campaigns live in the Giving Station campaigns section of your Dashboard. Only these campaigns appear on a tablet.

To create one:

1. Go to Giving Station campaigns.
2. Click New campaign.
3. Enter a name for the campaign. This name is internal, and supporters do not see it.
4. Click Create campaign.

After you create your first campaign, New campaign gives you two options:

• New Giving Station campaign with default settings — a fresh campaign you configure from the start. Use it when the new campaign is unlike the ones you already run.
• Clone an existing Giving Station campaign — a copy of a campaign you have already set up, carrying over its settings. Use it when the new campaign is close to an existing one — the same station at another venue, or a repeat in a later year — so you do not configure it again.

The campaign opens on the Overview tab, which shows its key details. Switch to the Settings tab to configure it.

The Settings tab is where you set how the station takes donations. The left-hand menu groups the options into sections. Start with General and work down.

The General section sets the campaign's name and how long it runs.

• Set a Campaign name for internal use — it appears in the Dashboard and your reports, but supporters never see it.
• Add an optional Campaign code to tag the campaign in reports, exports, and your CRM.
• Under Campaign end date, set a date to disable the campaign automatically and move it to the archive.

The Frequencies section sets which donation frequencies supporters can choose. Offer up to two frequencies, such as one-time and monthly. The station preselects the default, and supporters can switch to the second one if you add it. Only the frequencies enabled in your account's Dashboard settings (under Settings > Recurring plans) are available here.

The Donation amounts section sets the smallest gift the station accepts. You can choose different amounts for the frequencies you selected.

The Designations section sets what supporters' donations fund. Choose how donations are assigned to a designation:

• Assigned designation — every donation goes to the designation you select, and supporters cannot change it.
• Selectable designation — supporters choose from the campaign designations at the station.

The Supporter section sets what personal information supporters give with their donation. First name, last name, and email always appear on the donation screen and stay optional, so a supporter can give without them. Under Collecting information, add the details you need:

• Mailing address — set a Minimum amount to ask to request it only above a certain donation amount. Select Make it required to require it, and set a Minimum amount to require to enforce that only above a chosen amount.
• Phone number — select Make it required to require it. Select Show legal text to display Legal text under the field, such as consent to receive calls or text messages.

Under Supporter options, choose whether supporters can:

• Allow to donate anonymously — keep their information out of any public use, such as reports or published lists.
• Allow donations on behalf of organizations — credit a company, club, or association for the donation.

Each required field can reduce completion, so require only what you need.

The Marketing consent section sets how the app asks supporters for permission to receive communications. Choose one of three options:

• No consent — no consent checkbox appears.
• General consent — one checkbox covers all communication. Set the Checkbox text, and add Additional info to explain what the supporter agrees to.
• Customized consent — supporters opt in to each channel on its own. Under Channels, choose which to offer: Email, SMS, Phone, Postal mail, and Social media. Add Consent details to explain the choices.

Under Consent settings, select Show only in regions requiring explicit consent to show the request only where local law requires it. Preselect consent checkbox starts the checkbox selected. Preselection may not meet the requirements of some privacy laws, such as GDPR.

The Terms and conditions section adds a checkbox that supporters must select before they can complete a donation. Select Require supporters to accept terms, then set the Checkbox text. You can add links to your terms and privacy policy in the text.

Preselect checkbox starts the checkbox selected. In the European Union, supporters must give explicit consent, so preselection does not comply with GDPR.

The Custom fields section records extra information with each donation. Add a field for anything you need beyond the standard donation details; the values appear on the donation and in your exports.

Switch to the Content tab to set what supporters see on the station's donation screen. Add a logo, an image, a title, and a message that explains the cause.

Switch to the Emails tab to configure the emails supporters receive after they give, such as the donation receipt. Customize each one or turn it off.

Once the campaign is configured, set up a tablet and launch the station. See Run a Giving Station.