How to create a Donation Site

Customize the look of a donation campaign

Get the link to your Donation Site

Copy, customize, or shorten the campaign page URL

How to Create Supporter Pages

View Donation Campaign Reports

Manage Recurring Payment Options and More

How to create a Donation Site

1. On the left navigation bar, click Donation Sites
2. In the submenu, select Create Donation Site

3. Select Delta Gamma Foundation as your group's "raising funds for", if collecting funds for a philanthropy. Selecting this option will allow funds to automatically be transferred to Foundation

Note: If you do not see these two options, this means you are using a group created out of partnership. You will want to stop and not proceed any further.

**Using an out of partnership group will cause issues when setting up your campaign, as your group will not receive the discounted processing rates available within an in partnership group.

What should you do? Do not begin setting up any forms, and reach out to the memberplanet support team at support@memberplanet.com  and include your first and last name, the email you are trying to login with, as well as your chapter name and university you are from and our team can take a look and point you in the right direction.

4. Select one of the following choices:

Use a Template - Select a template from various categories

Copy a Campaign - Make a copy of an existing campaign you wish to use

Blank Campaign - Start from scratch to completely build your campaign

5. Finish creating a campaign by filling in the required information: Campaign Title, Category, Why Are You Fundraising?, Campaign Goal, End Date, and Default Donation

6. Click Save & Continue

Customize the look of a donation campaign

To customize the URL:

1. In the features list of the donation campaign you wish to edit, select Copy or Customize the Campaign Page URL

2. In the overlay that appears, select the Customize button to change the bolded part of the URL

3. Click into the text box and make desired changes, then select Save

Note: You must enter a valid URL suffix using only letters, numbers, or dashes in order to save your changes.
 

To change the accent color:

1. Navigate to the donation campaign you wish to edit

2. Click the Edit button at the top right of the page

3. Hit Save & Continue at the bottom of the page to navigate to campaign page edits

4. Click the Accent Color icon to pick a different color

5. On the overlay that appears, choose the desired color or enter the hex code and select the OK button

2. On the overlay that appears, drag and drop your desired photo into the allotted area, or click to browse and upload

Note: The recommended image size is 900 px wide. You can resize your image by using one of the numerous, free, basic photo editors online by searching "edit image pixel size" in a search engine. 

3. Click the Upload button

To add a photo album:

Only photo albums that have previously been created on the platform can be added to a Donation Site.

1. Click the Add Photo Albums section

2. Select the checkbox next to the photo album that you’ve previously created on the platform

3. Click Save

You can always come back and make changes to this page if you decide to navigate away from it.

1. On the left navigation bar, hover over Donation Sites and select Manage Donation Sites in the submenu

2. Select the campaign you wish to customize

3. Click the Edit button on the top right

4. Update desired information on the campaign page and hit Save & Continue
     Make desired changes to color palette, add photo albums, videos, and choose to hide or display the donor ticker and other elements before selecting Save & Close

Add Fundraiser Pie Chart

1. Beneath the videos section, select Add Fundraisers Chart

2. Hit the Save & Close button at the bottom of the page

When you view your live donation site page, these elements will be displayed:

     - The pie chart and the top 10 Fundraisers along with their amounts raised will be listed underneath the donation campaign description and any videos you have, ordered from highest to lowest contribution.

     - If a campaign has more than 10 Fundraisers, the ones below the top 10 will be included in the “All others” category.

     - “Other donors” refers to the contributions made on the main donation site.

When users hover over a slice of the pie chart, the name of the Fundraiser will appear.

Beneath the pie chart, the top Fundraisers will be listed with their goal, amount raised, and a progress bar. The name of the Fundraiser will be hyperlinked to the Fundraiser page.

Get the link to your Donation Site

1. Once you’ve published your Donation Site, you can get the link to it at anytime.

2. On the left navigation bar, click on Donation Sites

3. Click on the gear icon next to the campaign you wish to get the link for

4. In the dropdown menu, select Get Link

5. An overlay will appear wherein you can copy the entire URL.

Copy, customize, or shorten the campaign page URL

Admins have the option to modify part of the campaign page URL as well as use a built-in URL shortener when the number of characters in the URL is an issue. Modifying the URL works best when you want to create a more memorable URL, use keywords, or use a naming convention. Shortening the URL is convenient when there’s a need to limit the number of characters, such as in a Twitter post.

1 On the left navigation bar, click on Donation Sites

2. Select the title of the campaign you want to copy or customize the form URL for

3. In the features list, click on Copy or Customize the Campaign Page URL

4. An overlay will appear with the following options:
    To copy either the full URL or shortened URL, click on the respective Copy to Clipboard button

How to Create Supporter Pages

A Fundraiser refers to a team or an individual that creates a Supporter Page in support of your main donation campaign. Supporter Pages are more effective in helping you reach your fundraising goal for these reasons:
Fundraisers (a team, you, your admins, your members, and anyone else) can promote the campaign with a smaller goal in support of the main donation campaign
Your Fundraisers can emphasize their personal connection to the cause, which is more appealing to donors

The very first step is creating a Donation Site if you haven’t already. In the creation process, keep Supporter Pages enabled (they are by default). When you’re finished creating your Donation Site, ask your Fundraisers to create a Supporter Page when you share the link to your campaign. Alternatively, you can create Supporter Pages for them.

Here’s how you and your members (or anyone, really) can create a Supporter Page:

1. From your Donation Site, click Support this Campaign

View Donation Campaign Reports

Donation reports allow you to view how much is raised for each campaign, as well as all the information submitted with each donation. This is especially helpful if you’re trying to determine who was emailed, how much you recently raised, and the progress you’ve made for each campaign. All reports are exportable to an Excel spreadsheet for more advanced sorting and editing options.

View a specific donation campaign report

1. On the left navigation bar, click Donation Sites

2. Select the gear icon of the donation campaign you wish to manage

3. In the dropdown menu, click Form Responses
    All form responses will be listed in sortable columns. To sort by column, click on the column header. 

4. To hide or show columns from displaying, click the Choose Columns button

5. Uncheck or check the box next to the column name you wish to hide or show

6. Click Save

To view Supporter Page funds:

1. On the left navigation bar, click Donation Sites

2. Select the gear icon next to the donation campaign you wish to manage

3. In the dropdown menu, click Form Responses

If your group has collected any funds through a Supporter Page, that data will be displayed in sortable columns.

Manage Recurring Payment Options and More

To customize recurring and installment payment options

1. On the left navigation bar, hover over over Donation Sites and click Manage Donation Sites in the submenu

2. Select the title of the donation campaign you want to manage

3. Select Manage Recurring and Installment Payment Options from the features list

4. On the Frequency section, click Custom
     This will display more recurring payment options for you to select.
     Clicking Enabled in the Auto-select section will allow you to set an auto-selected or default recurring payment frequency.

5. Click Save & Close once you have made desired changes

Record an offline donation

Some of your donors may pay via cash or check offline. You can still keep accurate records, recognize these donors, and show progress on your goal meter by logging these payments on your Donation Site.

1. On the left navigation bar, hover over Donation Sites and click Manage Donation Sites in the submenu

2. Select the name of the published campaign you wish to manage

3. Click Record an Offline Payment

4. Enter the amount, date, payment type, member info/name/email and any additional notes

5. Click the Record Payment button

Collect more information from donors

Each donation campaign is unique, and every admin can choose what information is necessary to collect when someone makes an online donation to their organization. The basic donation form requires a donor to submit first and last name and email address. You can collect more information with a custom form by following the steps below.

1. On the left navigation bar, hover over Donation Sites and click Manage Donation Sites in the submenu

2. Select the name of the campaign you wish to manage

3. In the features list, click Collect More Information with a Custom Form
 
     On the Add Fields tab, you have the option to drag and drop four different types of fields into their survey preview:
     - Basic: text or paragraph
     - Selection: dropdown, radio buttons, etc.
     - Preset: name, address, etc.
     - Section & Separators: divider or description
 
4. Add a new field by dragging it from the Add Field tab and dropping it onto your survey form
    It will embed where you drop it.

Note: On the form, you can select fields, including section headers, and drag and drop them to reposition them.

5. Use the Field Options tab to label, assign default values, and add notes to each field
    Click on the field you want to edit and fill in the corresponding text boxes appearing on the left.

6. Remove a field by selecting it on your form and clicking the trash icon located on the Field Options tab

7. Once your form is complete, click Save & Close

To customize giving levels:

1. On the left navigation bar, hover over Donation Sites and click Manage Donation Sites in the submenu

2. Select the name of the campaign you wish to manage

3. In the features list, click Customize Giving Levels or Payment Options

4. In the Giving Levels section, click in the appropriate field to edit the dollar amount, giving level title, and description
     - To add a new giving level: Click the Add a Giving Level button.
     - To reorder the giving levels: Click the up and down arrows to move the giving level to the desired position.
     - To delete a giving level: Select the trash icon next to the giving level you wish to delete.

To customize other payment options:

1. On the left navigation bar, hover over Donation Sites and click Manage Donation Sites in the submenu

2. Select the name of the campaign you wish to manage

3. In the features list, click Customize Giving Levels or Payment Options

4. In the Payment Style section, select Other Payment Options
    Admins have the option to set the following attributes for payment items: Type, Label, and Item Group Label. You can also set any item as required.
 
     Payment Type defines how a user interacts with a payment item. Admins can set the type to:
     - Any amount: Users can choose any amount they wish to pay. This is usually done for donations.
     - Any amount (multi-item): Users can choose a few different amounts that add up to their total payment.
     - Fixed amount: All users will pay the same fixed amount. This displays as a required payment item to a user.
     - Fixed amount (multi-item): Users can pick one fixed amount from a few different choices.
     - Item quantity: Users will choose a quantity of an item to purchase.
     - Item quantity (multi-item): Users can choose quantities of different items.

5. To edit a payment item, click the pencil icon, or to add a payment item, click the Add Payment Item button

6. Select Payment Type from the dropdown menu

7. In the options that appear, enter the Payment Label and other information for the item for which you are receiving payment

8. Click Save
    To edit or delete an existing payment item, click the pencil icon or X icon next to the item name. 

9. When you have completed adding and editing payment items, click Save & Close

To edit who is receiving payment alerts:

1. On the left navigation bar, hover over Donation Sites and click Manage Donation Sites in the submenu

2. Select the name of the campaign you wish to manage

3. In the features list, select Manage Payment Alerts

4. Disable payment alerts by deselecting the checkbox in the overlay that appears, or modify who is receiving payment alerts by typing in or removing email addresses in the text field

5. Click Save

Close a campaign

1. On the left navigation bar, hover over Donation Sites and click Manage Donation Sites in the submenu

2. Select the gear icon next to the name of the published campaign you wish to close

3. In the dropdown menu, click Close

4.In the pop-up overlay, select the OK button to confirm

Add a thank-you message

1. On the left navigation bar, hover over Donation Sites and click Manage Donation Sites in the submenu

2. Select the title of the donation campaign you want to add a thank-you message for

3. Click Add Thank-you Message in the feature list

4. You have two checkbox options:
 
     Add a thank-you message to the payment confirmation email
     - Upon selecting this feature, a text box will appear wherein you can write a custom message
 
    Send an email campaign as a thank-you when someone makes a payment
     - You can select an existing email campaign to be sent

5. Click Save & Close

Assign the convenience fee to the payer

1. On the left navigation bar, hover over Donation Sites and click Manage Donation Sites in the submenu

2. Select the name of the campaign you wish to manage

3. In the features list, click Customize Giving Levels or Payment Options

4. Near the bottom of the page, click More Options

5. Next to Convenience Fee, select the radio button The Person Making the Payment Will Pay the Convenience Fee

6. Click Save & Close