You've decided to take the plunge and activate online payments. π
Here's how to get set up and launch your first campaign in just a few clicks.
π© Step 1: Activate Online Payments
To get the service up and running, you'll need to create your account by providing details about your nonprofit and its Legal Representative.
The Nonprofit
This refers to the legal entity β your incorporated nonprofit organization.
When creating your account, you'll need to provide its legal name and address.
The Legal Representative
This is typically the President or Treasurer of the nonprofit.
When creating your account, you'll need to provide their first name, last name, and date of birth.
That's it β your account is created!
All that's left is to launch your campaign and start collecting payments online.
E-wallet Verification is only required when you want to transfer your funds to your bank account. Learn everything about E-wallet Verification.
π© Step 2: Set Up a Campaign or Event Ticketing
There are several ways to collect funds for your nonprofit:
- A Membership Campaign
- A Donation Campaign
- A product sale or raffle
- Event ticketing
Here are a few tips to help you get them up and running quickly and easily.
Keep Your Pricing Simple
If you have multiple pricing options or different audiences, don't try to fit everything into a single campaign.
Keep it simple β it'll save you time and make things much easier for your contacts.
You can duplicate your template. The corresponding buttons appear when you hover over them with your mouse.
Switching to a new tool is a great opportunity to simplify your life β and to finally revisit those old processes or habits you've never quite gotten around to changing.
Streamline the Information You Collect
You can configure the Form to request additional information. To make sign-ups as smooth as possible, we recommend keeping the number of required fields to a minimum.
And if you realize later that certain details are essential, you can always add them afterward.
Another idea: you can give your contacts access to their own profile so they can update it themselves.
Don't Worry About Accounting Settings Right Away
Book entries are typically recorded at the end of the month, so depending on when you launch your campaign, you'll have more or less time to think through your organization and accounting configuration.
Prepare Your Campaigns in Advance
If you're not ready to go live for a few weeks, make the most of that time by creating your campaigns now and setting a future sale start date.
The campaign will only be open for purchases starting on the scheduled date.
> Read this article to dive deeper into campaign settings
Everything you create within your campaigns is editable. Pricing options can be deleted, and as long as they haven't been used, they can also be modified.
π Your Campaign Is All Set Up!
Once your campaign is confirmed, you'll be redirected to the communication page.
From there, you can access your campaign URL and share it on social media or via the email campaign module to start spreading the word.
You can also find the iframe embed code for the Form to add to your website's HTML, if your website is separate from the one connected to Springly.
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