Creating Store Products: Goods and Services

Table of Contents

Adding a Product to Your Store

• Step 1: Enter the Basic Details
  • Add Custom Checkout Fields
• Step 2: Enter the Goal Type & Amount
  • Collective Goal
  • Individual Goal
• Step 3: Complete Product Details
  • Single and Multi Option Products (When to Use Variants)
  • Categories
  • Inventory Management
• Step 4: Invite Your Participants

Adding A Product To Your Store

For items you wish to sell in your online store, such as merchandise or service, you will create a new Campaign.

To create a new product listing for a good or service in Simple Raise, select "Add Campaign" from the Campaigns Page or on the main Store Dashboard Page. This action will trigger the create campaign workflow.

Choose "Goods and Services" and follow the prompts there to begin setting up your product.

Step 1: Enter the Basic Details

Enter the details for the product item you wish to offer, including the title and description.

Pricing and Details

Choose the "Selling Price" of your product, along with the "Cost Basis" if you wish to track your commission amount (essentially how much it costs your organization to buy this product). The Cost Basis is optional and can be left blank if not applicable.

If the product has an expiration date, such as seasonal holiday items available for a limited time, you can enter it in the space provided. Expiration date is an optional field and can be left blank if not applicable.

Photo Gallery:

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

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

Add Custom Checkout Fields

Should you need to collect information for this item's purchase - someone's name for a custom shirt, 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.

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). Please note that setting a Goal is optional.

If you are proceeding with setting a goal, select the Goal Type - either Collective Goal or 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. If you use this option, you can also split the goal between the individual Participant, and the Angel Fund (the organization's funding).

Step 3: Complete Product Details

Single and Multi Option Products (When to Use Variants)

Single-option products are items sold as-is, without any customization or alternative options (in other words, no variations).

Multi-option products are items available in multiple variations. For example, a t-shirt may come in different sizes or colors, allowing customers to choose the option that best suits their preferences. On the Variant Options step in your product wizard setup, add as many applicable variants as you need.

Use the dropdown menu to categorize your variations by attributes such as color, material, weight, size, or event ticket type (e.g. general admission, VIP admission). 

On the next page, you can choose to upload an image for each variant, and, if applicable, add any additional cost associated with the variant.

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 products in your online store by like items. Categories define how products 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.

Inventory Management

If you are not limiting the number of the product items that you are offering, then you can leave the boxes blank (for example, if you are planning on putting in a bulk order after the sale ends, you can use this option).

But if you have a limited inventory on hand (such as 20 t-shirts) you can use the boxes next to your product and any variants that you have set up to indicate that.

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

Step 4: Invite Participants (Optional)

While this step is optional, if you have marked this as an Individual Goal campaign, we would recommend proceeding with inviting Participants to this campaign.

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