FAQ – Allowing Fundraiser Goal Personalization

Submitted by 179 on
Symptom
How to allow the Fundraiser to establish goals for the Fundraiser to select and/or allow the Fundraiser to set their own goal.
  1. Select the appropriate Fundraising Campaign
  2. Select Widgets
  3. Commitment Center Widgets>center hyperlink
  4. Goal Personalization>Edit
  5. Allow Changes>Yes
  6. Goal Choices>Add Choice
  7. Enter the number of choices you would like the Fundraiser to select from
  8. In the Fundraiser Commitment Center select Edit
  9. The Fundraiser will be able to select from one of the available Goals, including Custom Goal.
  10. Select Save to save the updated Goal.  Both the Fundraiser Center and the Fundraisers Status widget will display the goal selected by the Fundraiser.
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FAQ-Enabling Bulk Load Discounts

Submitted by 179 on
Symptom

The following is the procedure to upload Discount Codes, in bulk.
Please note that there is a separate upload process to expire Discount Codes
Configure your import file:

  1. Coupon Code

  2. Answer Store

  3. Currency Code

  4. Money Amount

  5. Percentage Amount

  6. Specific answer to apply discount code

  7. Label for reporting/receipts

  8. Maximum Uses

 
Example file layout. 
Notes: 

  • Do not add column headers

  • If a column is not being used it still must be accounted for in the file.


Procedure:
1.  Select the Campaign and Form
2.  Bulk Discounts>Add

 

3.  Select Choose File
4.  Select Open
5.  Select Upload
 
The final result should look something like this:
 

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