Navigate to Settings > Campaign Settings > Add New.
Choose your campaign name and branding. This is what customers see on the Donate form.
2. Donor Information
Choose mandatory data collection fields and add custom inputs.
Select your Payment Gateway, default payment amount, frequencies and accepted payment types.
4. Terms & Conditions
Add your Bank Direct Debit Authority number, Terms and Conditions and Compliance statement.
Format a welcome email that sends once customer data is submitted. Here you can configure your mail settings so email are sent from firstname.lastname@example.org. You can send a test email using the provided form.
If you have an email template already, simply copy and paste it into the Content Editor. Remember to add short-codes such as [FirstName] etc.
Create a unique SMS to send to new donors that is no more 150 characters. You can include a short link that directs to your website for more information.
7. Export Mapping
Data can be formatted by each campaign allowing custom export files.
Use the + icon to add logic. Eg. Text to Text can change AMEX to say American Express etc.
Once your changes have been saved and the campaign activated, users can select this campaign using Donate in the sidebar navigation.