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.
Set Up Your Campaign
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.
The Global settings listed in the left navigation apply to the entire campaign and include:
Sites & Forms: Your fundraising components (site, donation form, ticket form).
Payment Processing: Where you connect your Stripe and/PayPal account.
Notifications: Where you set up notification emails about updates to the campaign, such as when you receive a new donation or when a fundraiser signs up.
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:
Title: This title identifies the site in your CauseVox settings.
URL: This URL is the site link and will be used externally to share with your participants.
Custom domain name: You can set up your own domain for the site URL and remove ".causevox.com"
Contact information: This information displays in the site footer.
You can remove the string of numbers at the end of the autogenerated URL or change the URL prefix entirely.
URLs can include dashes and numbers, but cannot include spaces, underscores or special characters.
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.
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.
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.
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:
General (Donation for Title, Subtitle, Font, Accent Color, Donation Types, Receipt Copy)
Step 13 (Optional): Navigate back to Settings to set up the ticketing form.
Selling event tickets is available on the Standard plan and above.
Enable Your Campaign
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:
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
Matching gift campaigns
Create a Ticketing Form for:
Walks / Runs / Challenges
Peer to peer events