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

Note: See below for Fundraising Settings best practices.

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

Note: Your password must be at least 6 characters long.

Step 2: Select your plan type and Continue to Dashboard.

You will have a 7 day free trial of any paid plan. After you've completed your account setup, you can navigate to your Billing page to add your credit card information so you can continue to receive donations after the 7 day trial.

You can also sign up for our FREE Basic plan. You can raise funds for free forever on CauseVox if you want!

You will be taken to your Home screen where you can add a default payment processor for the account.

Step 3: Select the Campaigns tab on the left navigation. You can also select the Create a Campaign Site in the Welcome Center Recommended Steps.

Step 4: Select Create a Campaign in the upper right.

Step 5: Fill in a title for your campaign. Then select your fundraising type. You can choose from Crowdfunding, Peer-to-Peer Fundraising, Donation Forms, and Ticketing.

Learn more about the different fundraising types.

The Global settings listed in the left navigation apply to the entire campaign and include:

The campaign itself is separated into three buckets:

These serve as the building blocks of your fundraising, which gives your campaign flexibility to match your fundraising needs. Each component and can enabled or disabled independently.

Step 6: Under Sites & Forms, select the Site to begin creating or editing your site.

Step 7: Select the General settings to edit:

Note:

Step 8: Use the left navigation to continue editing the rest of your fundraising site settings including:

Step 9: Scroll down to edit your peer to peer settings.

Learn how to edit Personal Page settings and default appeal text.

Using peer to peer fundraising helps organization raise up to 2x the funds and acquire new donors. Team pages are available on the Standard plan and above.

Learn more about the benefits of personal and team fundraising for your next campaign.

Step 10: Select Design Site at the top to design your fundraising site. You can also access the Design Editor on the Settings Home page.

In the Design Editor, you can edit the colors, logo, and media on your fundraising site. Scroll down to edit the appeal text on your site.

Learn how to edit the look of your fundraising site or embed media.

Step 11: Navigate back to your Settings page and select Donation Form.

Step 12: Use the navigation to continue editing the rest of your Donation Form settings including:

Step 13 (Optional): Navigate back to Settings to set up the ticketing form.

Selling event tickets is available on the Standard plan and above.

Learn how to set up tickets.

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

Note: 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.

The type of fundraising components you enable depend on the type of campaign you are running. Learn more about the different fundraising types.

Create an isolated Donation Form to:

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

Create a Ticketing Form for:

Check out our 200 Fundraising Ideas for your next campaign.