Setting Up an Organization in Simple Raise
Table of Contents
If you are the designated Organization Administrator for your program, you will need to finish setting up your Organization’s Profile once you have successfully authenticated your account credentials. You can do this either by clicking on the link contained in the notification email you will receive from Simple Raise OR if you are still logged in, go to the Settings option on your Dashboard.
Add Your Organization’s Branding
Once clicked, you will see options to upload your Organization’s Program Logo and insert additional custom information: how you would like your Organization’s Name displayed and a primary brand display color for your fundraisers. Once you are finished making these entries, click the Save button. The logo you add will also be displayed on the email notifications about your fundraisers to your participants and donor contacts.
Important Note for CutTime Connected Users - If you make changes to your Program’s Name in CutTime, this change will not be automatically reflected in SimpleRaise. If you need to change the name of your Organization, contact our support team for assistance (support@simpleraise.com).
Set Up Your Organization’s Store
Product Categories
Organize your campaign items into optional product categories. Categories will display at the top of your web store. Selecting a category will filter the view to show only the campaign items within it. You can create as many categories as you like, as well as remove, or reorder them at any time.
If you remove a webstore category, it will no longer appear in your store. However, the items from that category will remain accessible under “All Items.”
Only categories with active campaign items inside of them will show on your store’s webpage.
Store Details
Update your store’s title, add a description, and include terms of service that will be visible to anyone making a purchase or donation.
Custom Checkout Fields
Custom checkout fields allow you to collect additional information that is needed when someone makes a purchase or donation in your online store.
You can add custom checkout fields either in your store settings or for individual campaign items. If the information you want to collect applies to every campaign item in your store, create the custom field in your store settings. If the information is specific to a particular campaign item, create the custom field under that specific campaign item.
To view responses to your custom checkout fields, go to the Orders section. You can either look up a specific order or generate a report for a chosen campaign and export the results. For more information about reviewing checkout field responses, click here.
Add Your Organization’s Admins
You can also add additional Organizational Administrators to your Simple Raise account. From your Organization Dashboard, click on the ‘Organization Admins’ tab. A table will appear, containing two additional tabs: "Active" and "Pending."
From either tab, click on the ‘Invite Admins’ button and a pop-up form titled ‘Invite Admins’ will then appear on the screen.
You can invite Organizational administrators using one of three methods: mobile phone number, email, or file upload. You will also see a drop-down field that allows you to choose the expiration window for your invitation.
When adding multiple admin entries by mobile phone or email, you will need to hit ‘enter’ or press the spacebar after each entry. If you prefer to invite using a file, you will first need to download the CSV template and then add your admin data, save it, then import it through the pop up form. Once finished click the Invite button. You should then see all of your invited admin names appear when you click on the ‘Pending’ tab.