Congratulations! You are on the road to build better donor relationships and increase impact with your new RaiseDonors subscription. We’ve created this guide to help you get set up with your RaiseDonors account. We’ll cover the main steps for your team to take to be live in RaiseDonors!
- Projects and Premiums
- Set Up Integrations
- Create a Page or a Form
- Embed or Provide Links to Your Published Page
Projects and Premiums
Projects in RaiseDonors are the programs or activities your Donors may choose to support. Before you start accepting gifts, you will have to create these designations. If you only have one Project for all your donations, that's ok too. Just make sure it's created and Active before publishing your first Donation Page.
Note: If you will be integrating with Virtuous, you will want your Projects to match your existing Projects in Virtuous.
Donor Paid Fees Set Up
If you are using Virtuous Payments, you'll see a project called Processing Costs. This Project is used to designate any processing costs associated with a donation or given in addition to a donation.
You have two options in regards to how this functions in your RaiseDonors instance.
- Only Split the when the Donor Covers Costs (Default setting)
- Always Splitting the Cost regardless if the donor opts to cover the processing costs or not
“Only Split when Donor Covers Costs” means RaiseDonors will break out the costs portion of the incoming gift and designate it to the Processing Costs Project (Project Code:CREDITCARDCOSTS) only when the donor opts to donate an additional amount to cover the processing fees.
As an example, if Bob Smith makes a $10 gift to Project A and chooses to cover the processing fee, $10 of the gift would be designated to Project A and the excess amount would be attributed to the Processing Costs Project.
If Bob Smith chooses to NOT cover the cost of the processing fee, then $10 of the gift would be designated to Project A and no amount would be designated to the Processing Costs Project.
“Always Split Costs” means RaiseDonors will always allocate the costs portion of the incoming gift and designate it to the Project Costs Project regardless of the donor opting to cover the processing fees.
The same example of Bob Smith opting to cover the fees applies here. The main difference comes when the donor does NOT cover the costs. If Bob Smith donates $100 to Project A and does NOT opt to cover the processing fees, $96.80 would go to Project A and $3.20 would go to the Processing Costs Project.
To learn more about the Processing Costs Project, check out this Support Article.
Create a Project
To create a new Project, click Projects in the menu on the left and then select + New Project in the top right.
Then, you'll be given fields to include your Project name, code, and description. You're able to add your admin emails to be notified of receipts of gifts made to this project. And you're able to include an image. Note that descriptions and images for project will be visible on donation pages when that project is displayed as a card. Project description content does not display when presented in a grid display on donation pages.
Set Up Integrations
After you've created your projects, you'll need to configure your integrations. Are you using Virtuous CRM? Google Analytics? You can find more details about your specific integrations or all of our integrations here!
To activate those integrations, navigate to Settings and then Integrations.
Here, you'll find icons with all of our integrations! Select the icon of your integration and you'll be asked activate that platform integration.
Create a Page or a Form
In order for your donors to make donations, you need giving pages with forms for them to submit their gifts! These are the forms that can be embedded on your website or provided to donors on a RaiseDonors-hosted landing page.
To create your first page, navigate to Fundraise in the menu on the left. Then, find the green + New Page or Form button.
You'll be asked to choose between a fully hosted donation page or an embeddable form. Start with a Donation Page. You'll have 5 sections to walk through and customize for your giving page. For more details on each of these sections and the page setup process, check out this article.
Once your giving page is built, make sure you Save & Publish it by selecting the green button in the top right.
Embed or Provide Links to Your Published Page
The last step of setting up your RaiseDonors account is to provide a link to your published page or, better yet, embed a Form! Once your page is published you can begin taking donations directly through your RaiseDonors hosted donation page!
If you're ready to embed, Save & Publish your new Form then you can use the Embed Form code to add these to your web editor.
Once pasted and published on your website, your form is live! Let the gifts start rolling in!