Set up Giving Station

Giving Station campaigns live in the Giving Station campaigns section of your Dashboard. Only these campaigns appear in Giving Station mode.

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. Under Default language, choose the language the campaign content appears in unless a supporter picks another one.
5. 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.

You can also start from the Fundraise Up app. On the Giving Station campaign list, tap New campaign, then tap Go to Dashboard. When you return to the app, pull down on the campaign list to refresh 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, and when they give it.

Select Collect supporter information to ask for a first name, last name, and email address. The supporter can leave them blank unless you require them. Clear the checkbox to take donations without asking for anything — the station then won’t show supporter screens at all, and the donation will be recorded without a name or contact details.

With Collect supporter information selected, choose what else to ask for and what the supporter must give:

• Require full name — the supporter must enter a first and last name.
• Require email — the supporter must enter an email address.
• 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.
• 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.

A name, email address, and phone number are collected before the payment goes through, so the details can’t attach to someone else’s donation. Requiring one of them only decides whether the supporter can move on without it.

A mailing address and contact preferences are collected after the payment, where the supporter can skip them. A mailing address you require is collected before the payment instead.

For an organization in Canada, the Canada Revenue Agency requires a first name, last name, email address, and mailing address before the payment. The station always collects it before the payment.

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. Click Add field to choose a field from the list your organization keeps in Settings > Custom fields, or to create a new one, then set the value this campaign records. The values appear on the donation and in your exports.

The Localization section sets which languages the campaign content appears in. English and French are available.

To translate the campaign content into the other language, click Configure languages, select it, and click Save changes. An editor opens with your default-language content on the left and a field for each translation on the right.

A supporter sees your translated content when they give in that language. Anything you leave untranslated appears in the campaign default language.

The Campaign progress section shows how much the campaign has raised on the station's donation screen.

Select Show total raised amount to display it. When the checkbox is clear, the station doesn't show campaign progress at all.

Under Raised amount settings, set what the amount is measured against:

• Add campaign goal — select it and enter a Goal amount. The station then shows the amount raised against the goal, with a progress bar. Without a goal, the station shows the raised amount on its own.
• Set end date — select it and choose an End date, the last day donations count toward the campaign. The date appears under the raised amount.

The End date here is not the Campaign end date under General. The campaign end date disables the campaign and moves it to the archive; this date only sets which donations count toward the amount raised.

The Supporter impact section lists recent donations to the campaign on the station's donation screen, so supporters can see what others have given. Select Show other supporters' impact to turn it on.

From Supporters' names format, choose how names appear:

• Full name
• First name, last initial
• First name
• Hide

A donation given anonymously, or one where the supporter skipped their details, appears without a name.

Under Show donation details, choose what else each entry shows: Donation amount, Supporter's location, and Date of donation.

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.

To send them in more than one language, open Localization on the Emails tab. It lists the email content you have customized — the sender name, the footer, and the subject and body of each email — with a field for each translation. A supporter receives the email in the language that was on screen when they donated.

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