Set up your organization and store

Set up your program's branding, store details, administrators, and payout method before you begin fundraising.

Complete the setup planner

Open your SimpleRaise invitation link, or sign in and go to Store Settings.

Follow the planner prompts to describe your program.

Choose your fundraising season and approximate participant count to see suggested fundraising plans.

You can schedule a call with a SimpleRaise representative and add participants now, or return to those steps later.

If you manage several stores, use Change Store in the navigation to switch between them.

Add your branding

In Store Settings:

• Upload your program's logo. It also appears in participant and supporter emails.
• Set your organization's display name and branding color.
• Enter a bank statement descriptor and time zone.

The bank statement descriptor is the name supporters see beside charges on their statements. Choose something they'll recognize.

Select Save when you're done.

For CutTime-connected accounts, changing the program name in CutTime doesn't update SimpleRaise. Email support@simpleraise.com for help changing the organization name.

Organize your store with categories

Use categories such as Tickets or Spirit Wear to group related items. Categories are optional.

Shoppers can select a category to filter the store. You can add, reorder, or remove categories. Removing a category leaves its items available under All Items. Only categories containing active campaigns appear in the store.

Add store details

Enter a store title, description, and terms of service for shoppers to read.

Add checkout questions

Use custom checkout fields to collect information needed for purchases or donations.

Create a field in Store Settings if it applies to every item. Create it in an individual campaign if it applies only to that item.

View answers under Transactions > Orders, either on an order or in an exported report.

Invite administrators

Open People > Admin. You can invite administrators from either the Active or Pending tab.

Select Invite Admins.

Choose email, mobile phone, or file upload. For a file upload, download the CSV template, complete it, save it, and import it.

Choose the invitation expiration window. When entering several email addresses or phone numbers, press Enter or Space after each one.

Select Invite. The invitations appear under Pending until recipients complete setup.

Set up payouts

Open Transactions > Payouts and follow the banking setup prompts. New customers receive Stripe Connect prompts automatically; existing customers may need Support to enable the option.

SimpleRaise needs its own Stripe Connect setup, even if you already use it with CutTime. See Request a payout and check its status.