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Quick Start: How To Set Up A CauseVox Campaign
Quick Start: How To Set Up A CauseVox Campaign
Jenna Notarfrancesco avatar
Written by Jenna Notarfrancesco
Updated over a week ago

In this guide, you’ll learn how to create a CauseVox Admin account, customize your fundraising site, and get it setup to take donations. This is a quick overview guide.

Setting Up A Fundraising Site

To set up your CauseVox site, follow the steps below.

Use the quick links to jump to the right section:

Create Your Account

Site Settings

Site Design

Donation Form

Payment Processing

Enable Your Campaign

Best Practices

Create Your Account

Step 1: Register for a CauseVox Admin account on https://admin.causevox.com/signup, with your email and password.

Your password must be at least 6 characters long.

Step 2: Setup your profile.

Step 3: Setup your organization information.

Step 4: Choose your plan and complete your account setup. No payment is necessary at this time for subscription plans, which include a 7 day free trial.

Site Settings

Step 1: Under Campaigns, select Create Beta Campaign.

Access campaign settings later by selecting the gear icon on the right.

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

Clicking on the link will take you to the live site.

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

To display the End Date, Impact Metric, Activity Metric and Sharing options on your site, you will need to enable them in the Design settings.

Steps 4-8: Setting Up Peer-to-Peer is optional, but encouraged!

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.

To display the peer-to-peer sign up and login links, you will need to enable them in the Design settings.

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

  • Page Title

  • Media Gallery

  • Profile Image

  • Personal Page End Date

  • Recommended Funding Goal

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 such as, t-shirt size, guest info, mailing address and more.

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.

Link a fundraiser toolkit to set your supporters on a path for success!

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

Site Design

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

Learn more about how to Set or Unlink Default Site Colors, Add Site Modules, Edit Site Modules and Arrange The Site Layout.

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

  • Donate Button

  • Peer-to-Peer Sign Up Button

  • Share Button

  • Funding Goal

  • End Date

  • Impact Metric

  • Activity Metric

Step 3: Preview your 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.

Donation Form

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:

  • Form title

  • Donation type: One-time, Recurring, Pledge

  • Compact tiers (to remove tier descriptions)

  • Font style

  • Accent/button color

  • Donation receipt copy recipients

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.

Learn more about Donation Forms and cart options.

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

  • Require Peer-to-Peer Selection: When a site is linked to this donation form and peer-to-peer is enabled, require a page to be assigned before being able to check out.

  • Link to Site End Date: When a site is linked to this form and the end date is reached, the donation form will not accept donations.

  • Link to Site Donation Status: When a site is linked to this form and the site is disabled for donations, the donation form will not accept donations.

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

  • Subscribing to your organization's updates

  • Adding a field for Company Name

  • Anonymous donations

  • Postal address

  • Tribute donations ('In Honor' or 'In Memory Of')

  • Your own custom questions

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.

Payment Processing

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.

Enable Your Campaign

Once you are 100% completed with setup, put the site online by enabling each fundraising component.

Enabling the Donation Form and Ticketing Form turns the form on and allows transactions to be processed. If you DO NOT wish to receive donations or ticket orders, please ensure that you Disable the form to turn it off.

Best Practices

The type of fundraising components you enable depend on the type of campaign you are running.

Learn more about Campaigns, Sites & Forms.

Create an isolated Donation Form to:

  • Embed a general donation form on your website to convert more donors, and/or optimize for monthly recurring gifts

Create a Fundraising Site with Peer-to-Peer pages for:

  • Virtual events like galas, + walks / runs /challenges

  • Ongoing DIY campaigns

  • Capital campaigns

  • Matching gift campaigns

  • + more

Create a Ticketing Form for:

  • Fundraising events

  • Raffles

  • Walks / Runs / Challenges

  • Peer to peer events

  • + more!

Check out our 200 Fundraising Ideas for your next campaign.

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