Learn how to create a Cause Page to collect donations.
Introduction
A Cause Page is a great option to solicit online donations.
– You can link your Cause Page to the main donation button on your website.
– You can share it through email or social media to offer a streamlined donation process.
Access the Cause Wizard
1. Select Causes from the left hand side menu.
2. Select +New Cause button to open the Cause Wizard.
1: Cause Details
The first step is to enter basic information about your cause. If you are not sure about something, enter a placeholder and keep moving. You can edit the information at any time.
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Name – The name of the cause that displays to supporters in emails and receipts.
Slug – The unique name that gets appended to the website address, so you can differentiate among various causes.
Title – Short description that appears when the Cause is shared on Social Media.
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Description – Short Description of the Cause, keep this concise yet descriptive enough so your donors can connect to the cause. Add context about how donations make an IMPACT. Make this an appealing STORY.
Feature Image URL – Link to image that you would like to feature on the cause page (for best quality use a 1280px by 720px image). NOTE: If a feature video link is added then feature video will take precedence over feature image.
Feature Video – Link to YouTube video that you would like to feature on the cause page.
Summary Text – Short summary text that appears when cause link is shared on Social Media.
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Zakat Eligible – Check this check box if the cause is Zakat Eligible, this information will display on the Cause Page.
Tax Deductible – Check this check box if the cause is Tax Deductible, this information will display on the Cause Page.
2: Amount Settings
Under Amount Settings – you can choose to encourage one-time or recurring donations. You can also adjust the suggested donation amounts.
Amount 1, 2, 3, 4 – Suggested Donation Amount.
Default Amount – Pre-filled default amount that displays on the Amount field.
Disable Amount Edits – Checking this box will disable donors from changing the donation amounts. Donors can choose from suggested donation amounts above.
Allow Donor Comments – Checking this box will allow donors to add comments when making a donation. You can also use this to gather additional information from donors. For example: Name of the student for whom fees is being paid etc.
Allow Donation on Behalf of – Allows donors to make donation on behalf of someone else.
Show Option To Cover Processing Fees – Gives the donor the option to cover transaction fees, highly encouraged to use this, in our experience 80% of donors choose to cover transaction fees.
Cover Fees Percentage – This lets you specify how much of transaction fees would you like your donors to pay for.
3: Dates and Frequency
Payment Frequency Type – This lets you select the payment frequency options you would like to present to your customer. There are 4 different options to choose from.
- One Time Only – Selecting this option will allow the customer only to make one-time donation, customer does not have the option to make a recurring donation.
- One Time Default – Selecting this option will present the cause page to the customer with “unchecked” recurring donation option, customer has the option to select the recurring option.
- Recurring Only – Selecting this option will allow the customer only to make a recurring donation, customer does not have the option to make a one-time donation.
- Recurring Default – Selecting this option will present the cause page to the customer with “checked” recurring donation option, customer has the option to un-select the recurring option.
Recurring Interval – This lets you select the recurring interval for customer payments. there are 4 different options to choose from.
- Daily – Selecting this option will charge the customer on a daily basis until the subscription has completed it’s payment cycles or it has been cancelled.
- Weekly – Selecting this option will charge the customer on a weekly basis until the subscription has completed it’s payment cycles or it has been cancelled.
- Monthly – Selecting this option will charge the customer on a monthly basis until the subscription has completed it’s payment cycles or it has been cancelled.
- Year – Selecting this option will charge the customer on an annual basis until the subscription has completed it’s payment cycles or it has been cancelled.
Start Date – Use this calendar drop down to select a start date for this cause.
End Date – Use this calendar drop down to select a start date for this cause.
Payment Cycles – Enter the number of times this customer should be charged.