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Create Fund Raiser Campaign

Fund Raising Campaigns are used to collect donations to the organization. Donation can be defined to allow only members to donate or anyone to donate.

Viewing and payment for a Dues Fund Raising Campaign is done by clicking on the campaign in the Calendar or Banner. This displays details of the campaign, the fundraising goal and any other options determined by the campaign properties. How the campaign displays and all other options are set when the campaign properties are entered when defining the campaign.

When online payment is utilized, amounts collected are placed into an account specific to your organization. See Financial Accounts for more information on payment collection and disbursement.

All fund raiser payments will also provide an online and email receipt back to the registrant. If payment is not collected online, a pledge is made and the receipt asks for remittance of money to the organization. The receipt also includes the contact information for the organization in case follow-up is required. The contact name is the person's name who last updated the fund raiser. The contact phone is the telephone number, if one is on file, for the person who last updated the fund raiser. The address information is the same that appears on the About Us page.

To create a fund raiser campaign:

If the Main Information page is not displayed, click the Features List link at the top of the current page.
Click the Manage Events command in the Administer list,
The Program and Event Administration page will be displayed.
Select the organization from the Select an Organization drop-down list at the top of the page.
This is only relevant if you are a member and responsible for more than one organization.
Click the Fund Raiser link in the Create & Edit Events column.
The Manage Fund Raiser Events page will be displayed. The page displays a list of existing events in the left portion of the page (Event List) and a list of functions that can be performed on the right portion of the page (Functions).
If you want to resort the existing events list, choose the sort criteria from the sort Event List by radio buttons.
You can sort the list by event date (descending date order) or by event description (alphabetic by title).
The page will be automatically refreshed when you click a radio button.
If you want to show only past events, click the Past radio button in the Show Event line.
If you want to show current and future events, leave the Current and Future radio button selected.
The page will be automatically refreshed when you click a radio button.
Select the New event radio button in the Functions list and click the OK button to start the create activity process.
The Create and Modify a Fund Raiser Campaign page will be displayed. Most fields on the page will be blank. The system will populate relevant fields with default information where possible.
Enter the description (name) of the activity in the Description text box.
This field is required. This information is displayed on the calendar, online and on email receipts, and when viewing details of the activity.
Enter the start date of the activity in the Campaign Begin Date text box.
This field is required. The event will appear on the calendar from the start date (Begin Date) to the end date (if applicable).
You can optionally use the pop-up calendar to enter the date.
Enter the end date of the campaign in the End Date text box.
This field is optional and if left blank will be automatically set to the start date.
You can optionally use the pop-up calendar to enter the date.
Enter the minimum donation amount in the Minimum Donation text box.
This amount is in U.S. dollars and will be the minimum amount charged.
Enter the campaign dollar goal in the Campaign Goal text box.
This is the amount that is the goal of the Fund Raiser.
If there is further information in another website, enter the URL of the site in the URL for further info text box.
This field contains a complete URL to other information you want to link to this event.
The Contact E-mail field is defaulted to your user id.
If you want another member to be responsible for organizing the event, enter that member�s email address in the Contact E-mail text box.
This field is required and contains the email address for the person organizing the event. This information appears on the event details page and in the online and email receipts.
Select the option for publishing the campaign from the Publish To drop-down list.
You can select to display the dues campaign on this organization's calendar only or affiliate and/or child organizations as well. You can also opt not to display the dues campaign on any calendar.
If you want the dues campaign link to be displayed in the banner for the organization, click the On Banner check box.
A checkmark in the check box indicates that the dues campaign will be displayed in the banner. If the campaign link is displayed on the banner, the member can simply click the link to start the dues payment process.
Enter the detail text for the event in the Campaign Description text box.
The text box displayed for this field will vary depending on the type and version of Internet Browser you are using. Anyone using a version of Internet Explorer higher than 5.5 will be able to use Rich Text features for the description. Please refer to the Rich Text Editing instructions for more information.

If you are not using Internet Explorer or a lower version, the Campaign Description field will be a plain text box in which you can simply enter text. This field is optional.
If you want anyone to be able to donate, click the Anyone radio button. Otherwise, leave the Only Members who have signed in radio button selected.
When the Anyone radio button is selected, it allows anyone to process the dues campaign payment.
When the member only radio button is selected, only members of your organization and other organizations you designate, who have Doubleknot logon accounts can register on-line. When Only Members who have signed in is selected, the person is automatically prompted to sign on, if they are not already, when the attempting to pay dues.
The Receipt Contact information is defaulted from your profile. If you are not the contact person for the campaign, enter the contact person name, address, and telephone number in the Receipt Contact Info area.
This will default to your information. The fields are required, so if you are not the person to contact, fill in the proper information
Enter a confirmation message in the Receipt Confirmation Message text box.
This field is optional. If a message is entered, it will appear in the online and email receipt information.
.If you want a copy of the donor's confirmation email sent to the event contact�s email address as well, click the checkbox in the Notification area.
This will default the contact�s email address. A checkmark in the checkbox indicates that the feature is turned on.
When the notification checkbox is checked, a copy of the registrant�s confirmation email is sent to the Contact Email address for the event. This is email is sent immediately upon completion of the registration. This field is optional.
If you are sending a copy of the email confirmation to the session contact and/or other email addresses, you can change or add addresses to the Notification text box.
Enter multiple email addresses separate by a comma or semi-colon.
If you do not want the system to prompt a member to sign on (if not already signed on), click the checkbox for the Sign On Prompt.
A checkmark in the checkbox indicates that this feature is turned on.
When this is turned on, a member who is not logged on and is trying to donate can only donate as a non-member.
If you want to be able to test the campaign prior to going �live� on the site, click the Test Mode On radio button.
Please refer to the information at the end of these instructions for using the Test Mode
If you are not going to allow online payments, you are through with the entry of the event and can skip to step #31.
If you want online payments allowed for the event, click the Enable Online Payments for this Activity checkbox.
A checkmark in the box indicates that the feature is turned on.
When the box is checked, payments for the activity can be made on-line when viewing details of the activity from the calendar. Payments are automatically added to an account and directly remitted to the organization as defined by the Financial Accounts functions.
If you want the registrant to pay the convenience fee (for processing online payments), click the Payees pay convenience fee checkbox.
This feature is optional and a checkmark in the box indicates that this feature is turned on.
When the Registrants Pay Convenience Fee box is checked the payment processing fee is added to the total purchase amount inclusive of the event cost, number of registrants, applicable late fees and any additional cost items when payment is made on-line. The Registrant sees the event cost and the convenience fee separately. The total cost shown is the sum of the two.
When the Registrants Pay Convenience Fee box is not checked, the payment processing fee is deducted from the total purchase inclusive of the event cost, number of registrants, applicable late fees and any additional cost items and the registrant is not shown the convenience fee.
If you want to force payment online, click the Require payment online checkbox.
When this box is checked, payment is required. Otherwise, payment is optional. If payment is not made on-line, the user receives an email confirmation stating to remit the amount of the registration to the organization. The address contained in the email is the same address that appears on the About Us page for the organization.
Select the account to which the online payments should be deposited from the Deposit Payment into drop-down list.
Money collected via on-line payment processing can be directed into specific accounts. All organizations have a default General account. The Financial Accounts function allows the creation of additional accounts, as well as the viewing of individual payments and requesting of checks.
When online payments for the event are enabled, this field is required.
The Cost Breakdown fields are read-only.
These are automatically calculated amounts that show what is charged to the credit cardholder for on-line payment processing of a single donation.
If you want to save this event and start another new event, click the Save and Add Another button.
If you want to save this event and return to the Manage Dues Events page, click the Save button.

Tips:

If you need to remove a cost row, make sure it is the last row by moving the data from other rows up, and then remove the amount and all registration data and select Add New as the registrant type for the row you want to remove. The row will be deleted as long as there are no registrations for the session

14510 Big Basin Way, Suite 106
Saratoga, California 95070
Telephone: (408) 971-9120
Email: [email protected]