Campaign Creation- Donation
1. Go to the side menu and click on Donation Campaigns.
2. From here you can click on Add New to create a new campaign.
3. The campaign creation and publishing will involve the following step.
a. Choose the Member from Choose Template section.b. Click on Details tab.
c. Click on Add Image to upload the relevant banner image as per the cause.
- Write an effective Title.
- Click on Goal. Enter the donation goal amount that you want to raise, at the Control Panel displayed on the right and click on Update Target.
- Go to Details to write a short description of the campaign.
- After that, click on “Click here to select causes from the control bar” and select the causes related to the campaign. (Note: Do not forget to select the causes while filling up the “Basic Details” section of Non-Profit “Profile Update”.)
- Go to Location & Date: Change the “Start Date & Time” and “End Date & Time” as per the campaign requirements. The Date and Time are in default mode and must be changed.
- Click on the Location field. Type the location name at the Control Panel displayed on the right side and hit Enter.
- Verify all the steps, click on Save and then again click on Publish.
e.Click on Define Registration Form
(Note: By default Name, Email, and Mobile number fields are there in the form. If you want to add any extra field you may use this option).
f. Click on the Publish button.
Campaign Creation- Volunteer
1. Go to the side menu and click on Volunteer Campaigns. 2. Click on Add New to create the volunteer campaign. 3. The Campaign creation and publishing will involve the following steps a. Choose the Member from Choose Template section. b. Click on ...
Campaign Drive- Donation
Registration Approval The campaign for which registrants are approved or rejected can be accessed in 2 ways. a. Campaign access by Notification panel Once the donor donates the amount, the Notification will be received. Click on it to open the ...
Campaign Updation- Volunteer
Created campaigns can be edited at anytime. To update campaign, follow below steps : 1. Go to Volunteer Campaigns 2. Click on campaign. Click on Edit 3. By default 'Detail Campaign' will be selected. Follow similar steps of 'Campaign creation' to ...
Create Matching Donation Campaign
To encourage employees to donate. The Corporate can match the donations form the employee. The process of creating and publishing is same as Matching Volunteer campaigns.
On the side menu, click on Donation Campaigns Resource Reports. 2. Apply the filters then click on Apply button. 3. You can view the report in a graphical representation. 4. You can download the report by clicking on Export Button.