Oh those generous donors. Their pockets overfloweth with disposable income, ready to fill your coffers to the proverbial brim.
But how do you make it easy and quick for your donors to donate their dollars?
By making a fundraising campaign, of course!
To get started, hover over Tools, then click Fundraising.
You're now in the fundraising management screen. If this is the first time you've ever visited this screen, you'll see one campaign, with the same name as your account. For example, the account we're using to make these pictures is called Ovationtix Training, so our default campaign is Ovationtix Training.
You cannot change the name of the default campaign! You can make it go away, if you want, and we'll get into that in a bit. For now, let's talk about creating a campaign.
Click Add a Campaign on the bottom of the screen.
You'll be brought to the edit page for your new campaign. Starting at the top, fill in the Campaign Name, the Campaign Goal Amount, and where you'd like the campaign to appear.
Campaign Name - Name your campaign whatever you want!
Campaign Goal Amount - What's your goal? Set what you'd like, the campaign will stay active even if you make your goal, should you so choose.
Campaign Image - Upload an image to make your campaign more visually appealing. Images will appear online everywhere the campaign is solicited.
Deep Link - It's pending because the campaign isn't ready yet! You will be able to find the Deep Link here after you're done creating the campaign.
Display - Where do you want the campaign to appear? Choose one, two, or all three (but you do need to choose at least one).
After working out the basics, fill in your description. If you're using the Legacy CI, it will be a basic empty text field. You can enter basic HTML in this field, if you'd like.
If you're using the Responsive Consumer Interface, this field will instead appear as a WYSIWYG (what you see is what you get) editor. Click Edit to get started.
Then use the editor to create your campaign description. You can't use HTML in this field, but the editor gives you the ability to do all sorts of fun stuff.
Click Close when you're done.
Memberships allow you to give your patrons Flexible Package benefits if they donate amounts that you specify.
This isn't something that you have to use, it's entirely up to you and your organization. That said, if you don't have access to this tool and you want to start using it, you will need to contact your Customer Success Manager to have it turned on.
To learn more about Memberships, check out This Article!
Recommended Donation Levels
Fill in your Recommended Donation Levels, decide whether patrons are able to enter whatever amount they like, and fill in a completely optional minimum donation amount.
Recommended Donation Levels - Enter amounts you'd like patrons to be able to choose from when making donations. Just enter in the numerical values with no "$" sign, with commas between each amount, like you see above.
Free Entry - Do you want patrons to be able to put in their own $ amount for a donation? Then select Yes here. If you don't want your patrons to be able to enter any amount, select No.
Minimum Donation Amount - Enter the minimum amount your patrons can donate here. If you don't want there to be a minimum donation amount, leave this field blank.
With Recurring Donations, you have the ability to process a donation, then have that donation recur automatically monthly, quarterly, or yearly.
For more on Recurring Donations, check out This Article!
The Donation Acknowledgement
Using the Donation Acknowledgement, you can create a message that will be sent automatically every time a donation is made.
This email is sent in addition to the standard boiler-plate confirmation email the patron receives for making an order in OvationTix. For more on the Donation Acknowledgement, Click Here!
Deactivating a campaign
If it's time for a campaign to go away, click into the campaign from your main fundraising page, then find the Active option.
Change the radio button from Yes to No, then be sure to click Save on the bottom of the page. You can always reactivate a campaign, but definitely don't deactivate a campaign if you want to keep taking donations.
When you're done creating your fundraising campaign, click Save on the bottom of the screen.
If you don't click Save, nothing you did will be saved! So be sure to do that. Also, pro tip, it's very easy to forget to click Save after creating or updating the Donation Acknowledgement. So, in the words of gamers everywhere, "Save early, save often!"
There you have it! You have created your first of probably many fundraising campaigns. Now just sit back, sip a warm beverage of your choice, and watch the donations roll in.