Step 10: Launch

In this step, you will review your Fundraise Up configuration accept your first live donation.

If you have completed steps 1–9, you are a almost ready to accept your first donation using Fundraise Up. Before you do, review the launch checklist below.

Launch checklist

  1. Check installation code. Confirm that the Fundraise Up installation code is active on your website by reviewing the site’s source code. Ensure that your organization’s unique account ID is shown right before the closing </script> tag. Your organization’s account ID can be found in the installation code snippet.

    Reference: Step 1: Installation

  2. Confirm Stripe account status. Check your Stripe account to ensure that any required actions have been resolved. This is especially important if you have connected a new Stripe account to Fundraise Up.

    Reference: Step 2: Stripe

  3. Review payment methods. Confirm that the payment methods you want to present to donors at Checkout are enabled. If you have enabled Apple Pay, confirm that the domain where it will be used has been verified.

    Reference: Step 3: Payment methods

  4. Review Campaigns. You should have at least one Campaign created. Review its Checkout configuration to make sure the expected settings are applied. Use the Checkout URL to confirm that the Checkout launches on your website.

    Reference: Step 4: Campaigns

  5. Review Emails. In Step 5, you customized emails in Dashboard Settings. Preview your emails to confirm that they appear as expected. Use the Send test email option displayed on each email page to send a test email to your email address.

    Reference: Step 5: Emails

  6. Check Donor Portal settings. Use the preview option in the settings for Donor Portal to confirm that it is customized as expected.

    Reference: Step 6: Donor Portal

  7. Review Elements. In step 7, you created some Elements components. Review the components that you created and confirm that they are connected to the correct Campaigns and that they are customized as expected. For overlay-style Elements, leave the Element is enabled option unselected for now. You will enable these components when you go live with Fundraise Up.

    Reference: Step 7: Elements

  8. Confirm settings. Review your account configuration in Dashboard Settings and refer to the guidance in step 8 for specific settings that should be applied.

    Reference: Step 8: Account settings

  9. Activate integrations (optional). If you are launching Fundraise Up with one or more apps connected to it, check the settings of each integration to confirm that there are no errors, that you are no longer syncing test data, and that the automatic sync option has been enabled.

    Reference: Step 9: Integrations

When the above items have been reviewed, continue to the next section.


Processing the first live donation

Now that you have configured Fundraise Up, it is time to process your first live donation. We recommend processing a card-based $5 (or equivalent) donation. Donate using an email address you have access to so that you can review any emails sent by the platform.

When your donation is complete, review its donation record in the Donations view in the Dashboard.

If you have connected integrations, review the record Fundraise Up created in your app to ensure data is populating as expected.


Going live

Once you have reviewed your configuration and processed at least one live donation, you are ready to to start accepting donations using Fundraise Up.

Changing your website’s donation button

If you have donation button in your website’s navigation, you can either modify it to launch Checkout or replace it with a Donate Button or Donate Link from the Elements library. This change should also be applied to another buttons and links on your website.

Method 1: Replacing an existing button with Donate Button (recommended)

If you want to replace your website’s existing donation button with the Donate Button component from the Elements library, create the component in the Elements view of the Fundraise Up Dashboard. When you have finished customizing the button, create it and copy its code snippet. Then, replace the code of your existing button with the code snippet from your Fundraise Up account.

Example:

1<a href="#XTGWFZFR" style="display: none"></a>

This example uses the Donate Button component from the Elements library. The code snippet is automatically generated within Fundraise Up. Once it it is placed on your website, the Fundraise Up installation script will render an animated button that launches Checkout.

Implementing Donate Button will enable you to track conversion within Fundraise Up.

Method 2: Modifying an existing button with Donate Link (recommended)

If you want to replace your website’s existing donation button with the Donate Link component from the Elements library, create the component in the Elements view of the Fundraise Up Dashboard. When you have finished customizing the link settings, create it and copy its URL. Then, replace the code of your existing button with the code snippet from your Fundraise Up account.

The benefit of using Donate Link instead of Donate Button is that you can retain the original styling of your website’s donation button. For websites with complex layouts or advanced styling, using Donate Link is likely the preferred implementation approach.

Example:

1<a href="https://donate.ropsi.org/-/XWZBZUBB" class="myButton">Donate now</a>

This example uses the Donate Link Elements component as the href value. Notice that the link retains its custom “myButton” class. Because the Fundraise Up installation code is installed on the page where the link is displayed, Checkout will launch without refreshing the page.

Implementing Donate Link will enable you to track conversion within Fundraise Up.

Method 3: Modifying an existing donation button to use a query string

With this approach, you launch a Checkout using a query string. Because this approach does not utilize Elements, it is not possible to modify the link’s behavior from within Fundraise Up.

Use the query string method only if you encounter problems changing your website’s donation button using the two previous methods.

To use this method, change the href attribute of your donation button to the Checkout URL query string of the Checkout you want to launch. The string should include the unique ID of the Checkout, which is located in a Campaign’s Checkout settings.

Example:

1<a href="?form=FUNCPJTZZQR" class="myButton">Donate now</a>

This example launches Checkout using a query string. The query string should include the unique ID of the Checkout you want to launch. Because the Fundraise Up installation code is installed on the page where the link is displayed, Checkout will launch without refreshing the page.

Implementing the query string approach does not allow you to track conversion within Fundraise Up.

Pushing your website changes

Assuming that you have staged your Fundraise Up implementation, it is now time to push the changes you made to your live site. Concurrently, you can enable any overlay-style Elements that you created in step 7. This can be done by viewing the settings for each Element and selecting the Element is enabled option.

Once your changes are published and the Elements components appear on your live website, you have completed your initial implementation of Fundraise Up and can use it to process donations.


Wrapping up

The onboarding guide provides steps for a basic implementation of Fundraise Up. Now that you are familiar with some of the core concepts of the platform, we recommend exploring more features that you can implement to further engage donors and increase donation revenue.

What to explore next

 

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