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Create fundraising campaigns in 360Alumni so donors can give without leaving your community. Donation history is added to each donor’s profile sidebar, helping you maintain a complete alumni engagement CRM record.
Enable fundraising
- Go to Admin > Customize > Features.
- Enable fundraising for your community.
Create a campaign
- Go to Campaigns.
- Open the more options menu (⋮) and select Create a campaign.
- Enter a campaign name and a compelling description.
- Set the campaign start date and time and end date and time.
- Add a fundraising goal, if you want to display one.
- Add an index to control the order in which campaigns appear to users.
- Designate campaign ambassadors. Ambassadors are displayed in the sidebar of the campaign page and can be useful for expanding recognition and reach.
- Add a thank-you message to include with donation receipts.
- Click Create.
Add media and supporting links
Use media to help explain the campaign and encourage giving.
- Open the campaign.
- Open the more options menu (⋮) in the top-right corner.
- Select Media.
- Add any of the following:
- Images
- Links to videos hosted on YouTube or Vimeo
- Links to webpages
- Files for donors to view or download
Promote your campaign in the community
Each campaign page includes tools that help members learn about and share the campaign:
- A media carousel for images and videos
- The campaign description
- A leaderboard showing the top five donors
- A list of donations
- A discussion board
- An Impact at a glance section with the amount raised, number of donations, days left, goal, sharing option, and donation button
Use the discussion board to share updates, thank donors, and keep momentum going. When someone donates, they automatically follow the campaign and receive notifications about new discussion posts. They can unfollow the campaign at any time.
If a donor selects Keep my name private (show as “Generous Donor”) while donating, their name will not appear to users in the donations list or leaderboard.
Process or record a donation
Use Process donation to take a credit card payment or record a check or cash donation.
- Go to Campaigns and open the more options menu (⋮) .
- Select Process donation.
- Search for the person under Donor name.
- If the donor is not already in your alumni database, enter their email address to create the donation record.
- Choose whether to keep the donor’s name private.
- Select the campaign.
- Enter the donation date and amount.
- Select the payment method.
Process a credit card payment
- Select the credit card payment method.
- Click Continue.
- Enter the donor’s payment information.
- Click Process Payment.
Record a check or cash donation
- Select Check/Cash Received as the payment method.
- Add an internal note, such as the check number and the staff member who received it.
- Click Record Donation.
Review donations and campaign metrics
View individual donations
- Go to Campaigns and open the more options menu (⋮).
- Select Donations.
The default view shows donations across all campaigns, with the most recent first. Filter donations by campaign, donation amount, donation date, donor, payment method, or processor.
View campaign-level progress
- Go to Campaigns and open the more options menu (⋮).
- Select Campaign metrics.
Campaign metrics show each campaign’s status and key results, including total donations, average donation, and total number of donors. For transaction-level details and to download a CSV of all donations and event ticket purchases for a given timeframe, go to Admin > Manage Community > Receipt Reporting.
Payouts and public campaign pages
Payouts are fulfilled by ACH during the first week of each month.
Campaigns are not public on the web by default. If you need a campaign to be publicly available, contact support@360alumni.com.
Related articles
- Donating to a 360Alumni fundraising campaign
- Receipt Reporting
- ACH Transfer Form
- Configuring features & welcome messages