Year-end campaigns are run toward the end of the calendar year, typically during the months of November and December. This strategic campaign is designed to harness the goodwill and generosity associated with the holiday season, inspiring supporters and donors to make contributions before the year's end.

Use personal, team, and organization fundraising levels, to invite your friends, family, and partner organizations sign up for their own personal fundraising pages connected to your site. They set their own fundraising goal and can enter in their own text (you'll put in some default text for them though) and they can send their page out to their networks to donate to your cause.

We've provided a list of recommended site modules to build out your site, but you're not restricted to these options.

Feel free to choose alternative modules, mix and match, duplicate a module as needed, and rearrange the order to suit your specific requirements. Your creativity is encouraged!

To set up your year-end site, follow the steps below.

Use the quick links to jump to the right section:

Step 1: Under Campaigns, select Create Beta Campaign.

Step 2: Select your Site to access the site settings, design and preview.

Step 3: Select the Settings tab and use the left navigation to set up your:

Step 4: Under Personal Pages, select General to have people create personal pages connected to the site.

Turn on Show Personal Pages to display the leaderboard, and Create Personal Pages to allow new sign ups.

Under General you can also set up other default settings including:

These details can be customized by the fundraiser upon sign up.

Step 5: Select Custom Fields to ask your fundraisers custom questions upon sign up.

This personal page data is internal, and will show up in the Manage tab. The data can be exported into a csv or Excel file, or auto pushed to other tools.

Step 6: Select Default Appeal to set up a sample personal page appeal text which can be personalized by your fundraiser upon sign up.

Step 7: Select Welcome E-mail to set up the custom welcome email automatically sent to fundraisers upon sign up. This can include a thank you message and any details to prepare them for the event or equip them to fundraise.

First enable the email, then edit your subject line and custom message, then Save.

Step 8: Follow the same steps for your Team and Organization default settings and Save all changes.

Step 1: Select the Design tab and customize any of the following design settings:

Step 2: Adding the Hero Module to the Home and Peer-to-Peer pages allows you to enable and customize:

Step 3: Preview your peer-to-peer site at any time by selecting Preview at the top.

Step 4: When you're ready to view your site live at the URL, Enable the site and donation form in the upper right of your site settings.

You can Enable and Disable your fundraising site and form as many times as you'd like and make edits to the site while its enabled and disabled.

Step 1: Set up your donation form by going Back to Sites & Forms and selecting the Donation Form.

Step 2: In the Settings tab, select General to set up:

Step 3: Select the One-time, Recurring, and/or Pledge links on the left navigation to add donation tiers and a customizable automated receipt for each donation type.

Step 4 (Optional): Enable the Donation Cart and customize the combined receipt if you'd like to turn your donation form into an online shopping cart to let donors pay for multiple donation items in one purchase.

Step 5: Select Linked Site to enable specific behavior when a site is connected to your donation form:

Step 6: Select Custom Fields to add any number of custom questions to the form including:

Step 7: Select Post Donation Screen to add a custom 'Thank you' the donor sees on the success screen. You can also add a URL to redirect the donor to any site after they've processed the donation.

Step 8: Select Tipping to set a custom donation tip amount to ask donors to cover fees.

Step 9: Select Embed Code to embed the donation form directly onto your website or event landing page.

In your Campaign settings, select Payment Processing on the right to connect a Stripe and/or PayPal account and set your campaign currency.

Learn more about Stripe and PayPal and how to connect them to CauseVox.

For access to the Site Editor, or if you have additional questions, contact us at [email protected].