Creating a Calendar Fundraiser

Table of Contents

Video Tutorial

Adding a Calendar Fundraiser to Your Store

• Step 1: Enter the Title/Description
• Step 2: Enter the Goal Type & Amount
  • Collective Goal
  • Individual Goal
• Step 3: Complete Calendar Fundraiser Details
  • Photo Gallery
  • Calendar Month
  • Youtube URL
  • Start/End Date
  • Add Custom Checkout Fields
  • Categories
• Step 4: Invite Your Participants
  • Print Participant Links

Adding A Calendar Fundraiser To Your Store

To set up a Calendar Fundraiser (These types of fundraisers are also known as "Pick-a-Date" or "Donate-a-Day") where Supporters can choose an amount to donate using dates on a calendar ($1-$31), you will create a new Campaign.

Go to the Campaigns Page and click "Add Campaign". This action will trigger the create campaign workflow.

Choose "Calendar Fundraiser" and follow the prompts there to begin setting up your calendar fundraiser.

Step 1: Enter the Title/Description

Enter the details for the fundraiser, including the title and description.

Step 2: Enter the Goal Type & Amount

On the goal settings page, you can determine your Goal Amount (number in $ currency with no commas or spaces).

For this type of fundraiser you will need to set a goal and choose to make it either a Collective Goal or an Individual/participant Goals.  Students can be added to a fundraisers with an individual goal or a collective goal, but will only receive credit using an individual goal. These goals are defined as follows:

Collective Goal

You set one singular goal for the fundraiser that is collectively shared by ALL of your fundraising participants. Everyone is working towards a common financial objective.

Individual Goal

You set a specific financial goal for EACH of your fundraising participants. You can also split the goal between the individual Participant, and the Angel Fund (the organization's funding).

Step 3: Complete Calendar Fundraiser Details

Photo Gallery:

You can also add photos of your fundraiser that will appear on your store front. The first photo you add will be featured on the store front as the main photo.

To upload images, simply drag and drop them or click to select and upload the images for your online store.

Calendar Month

Choose the calendar month so the campaign can calculate the corresponding amount for the day. ($1 = day 1, $31 = day 31, etc).

Youtube URL

Add a video link here if you are promoting your Calendar Fundraiser with a Youtube video.

Start/End Date

Choose the start and end date of your fundraiser, as well as an Auto-Publish Date, should you need it.

Add Custom Checkout Fields

Should you need to collect information for this fundraiser - maybe adding a personal note on the donation, for example - you can make custom checkout fields. You can even make them required so they have to be filled out for customers to finalize their purchase on your store.

Categories

The next page will ask you if you want to add a Product Category to this item, which you can do by selecting one or more of the checkboxes available.

Utilize Categories to organize the options in your online store by like items. Categories define how items on your Store are grouped and displayed within your store. You have the flexibility to create a unique set of categories for each store or opt not to use categories, depending on your preferred layout. 

This could be for things like "Fundraiser", "Spirit Items", "Tickets", etc. (See example below)

What's great is that on the Storefront customers can click through on your categories to narrow down what items they can look through to help them find a specific item. So if you have tickets and fundraisers available, but all they really need is a sweatshirt for example, they can click through on a category like "Merch" or "Spirit Wear" to easily find what they are looking for.

You can create as many categories as necessary, and you have the flexibility to add more categories at any time in the future. Simply click through on your Organization Settings page to make that adjustment. Then scroll down to the section that says "Product Categories" and add your new Category. You can also rearrange the order of the categories displayed on your Store.

Complete your setup: Check over your details then click "Finish" to publish this Calendar Fundraiser.

Step 4: Invite Participants

Go to the Participants tab in your Campaign's page, the follow the steps here to add participants.

If you do not add participants then the way that this Calendar Fundraiser will appear on your Store will give a brief message that states that they will need to use an individual Participant's donation link: