Congratulations! You are on the road to build better donor relationships and increase impact with your new RaiseDonors subscription. We’ve created this guide to help you get set up with your RaiseDonors account. We’ll cover the main steps for your team to take to be live in RaiseDonors!
Step 1: Connect Your Payment Processor
Your first step is to connect your payment processor. RaiseDonors integrates with Virtuous Payments to manage your credit card transactions
To integrate your gateway, click the name of your organization in the top right corner. Then select Manage Account.
From there, you'll find Payment Providers on the left hand side.
Once selected, you'll choose the Add New Provider button.
Lastly, you will choose either Virtuous Payments or your other options below. To connect Payments, you'll need to submit information from your organization for underwriting. Make sure to have all documents in the bulleted points under Add Virtuous Payments.
If you're adding Stripe as a payment gateway, click herefor instructions.
Step 2: Create a Project
A project in RaiseDonors is WHERE the donation goes--the destination! Before you start accepting gifts, you will have to create these destinations. If you only have one project for all your donations, that's ok too. Just make sure it's created and Active before publishing your first Donation Page. If you will be integrating with Virtuous, you will want your projects to match your existing Projects in Virtuous .
If you are using Payments, you'll see a project called "Covers Processing Fees". This project is used to designate any processing costs given in addition to a donation. To do so, select Add New project at the top left.
Then, you'll be given fields to include your project name, code, and description. You're able to add your admin emails to be notified of receipts of gifts made to this project. And you're able to include an image. Note that descriptions and images for project will be visible on donation pages when that project is selected from a dropdown list. Project description content does not display when presented in a grid display on donation pages.
Step 3: Set Up Integrations
After you've created your projects, you'll need to configure your integrations. Are you using Virtuous CRM? Google Analytics? Or maybe you need a custom integration? You can find more details about your specific integrations or all of our integrations here!
To activate those integrations, navigate to System Settings and Integrations.
Here, you'll find icons with all of our integrations! Select the icon of your integration and you'll be asked activate that platform integration.
Step 4: Create a Page
In order for your donors to make donations, you need giving pages for them to fill out! These are the forms that will be embedded on your website and collect their gift information. These are the forms that can be embedded on your website or provided to donors on a RaiseDonors-hosted landing page.
To create your first page, navigate to Pages in the top left corner. Then, find the green Add New Page Button.
You'll be asked to choose between a Donation Page or Name Capture Page. Start with a Donation Page. You'll have 5 sections to walk through and customize for your giving page. For more details on each of these sections and the page setup process, check out this article.
Once your giving page is built, make sure you Publish it by selecting the green button in the top right.
Step 5: Embed or Provide Links to Your Published Page
The last step of setting up your RaiseDonors account is to provide a link to your published page or, better yet, embed your page!
Once your page is published you can begin taking donations directly through your RaiseDonors hosted donation page (ex: https://raisedonors.com/healthykids/donation-page), you don't necessarily need to embed it on your website to get started!
If you're ready to embed, then you will use the “Embed Codes” button back on Pages to grab the codes you will then these add to your web editor.
You'll be given the option to embed the Page content + donation form OR just the form onto your website. Copy this code to paste into your web editor.
In addition to the form, you're given codes to embed Progress bars, Links, Buttons, and Social Media; and a QR code is created for you!
Once pasted and published in your website, your form is live! Let the gifts start rolling in! When your gifts do start coming in, check out our reporting options for your donation page.