How-to: Get Started by Creating an Account and Registering Your Organization

Before you begin fundraising or ticketing experience, you’ll need to register your school and confirm some account details.  Create an Account   Enter your personal information with one click using an already existing Google, Facebook, or Apple account. Alternatively, manually enter your own first and last name (not your organization name, which you...

Understand: Organization Users vs. Experience Admins

Collaborate with staff, employees, friends, or others by adding them as Account Users or Experience Admins. Once you've created your organization's platform account, you can collaborate with others by giving them access to the organization account or to individual Experiences, depending on your needs. Organization Users There are two kinds of organi...

How-to: Allow Supporters to Fundraise for Your Non-US Organization

It’s easy to permit a supporter to run a fundraiser for your organization while still ensuring you have complete oversight.  Simple steps to get started Register your organization or group on our platform if you haven’t already. Check out this helpful article to learn how How-to: Get Started by Creating an Account and Registering Your Organization‍ ...

How to: Customize Your Subdomain or Domain

Customized subdomains and domains make it easy for parents and students to find and remember the links to your fundraising pages. All of our platform users can customize their subdomain and their domain as well: donate.theprom.us donate - is the subdomain theprom.us - is the domain Your customized domain and/or subdomain will apply to all your publi...

How Do I Add a Description of Our Organization?

Learn how to update your organization’s profile information. Your organization's description and logo will appear under the “Meet the Organization” section on every fundraising page created by your organization. Including information about your organization is a great way to inform donors about who is receiving their donation. This can provide a com...

Understand: Branding Your Account

Update the look and feel of your fundraising pages to match your school’s brand.  Branding your account helps parents, students, and donors recognize your fundraising pages and adds a professional touch, which can increase donor trust in your organization. You can access your branding settings by selecting Branding from the left menu: The following ...

How-to: Customize the Font for Your Fundraising Pages (Premium Feature)

You can change the font that appears on your fundraising pages, increasing their visual appeal. Your customized font will apply to all your donor-facing pages, including your fundraising Experiences and Donation Pages. Customize Your Font   Select Branding from the left menu:  Scroll down to Use a custom font and turn on the toggle:  Enter the name ...

How-to: Customize the Header for Your Fundraising Pages

All users can customize their fundraising page header. The header is a small strip that displays at the top of all fundraising pages under your account, which you can personalize with your organization logo and colors:  Find Header Settings  Go to Settings in the left menu and select Branding: Scroll down to the Header section:  When you’ve made all...

Understand: Email Marketing Automation (Premium Feature)

Automate your email marketing campaigns using the RallyUp Email Engine or a platform you already use. Automating your email marketing campaigns saves your organization time and effort. If you’re subscribed to RallyUp+, you can set up an account with the RallyUp Email Engine (powered by ActiveCampaign) or integrate with an email marketing platform yo...

How-to: Customize Donor Emails (Premium Feature)

Customize Email Logo and Header Select Branding from the left menu:   Scroll down to Email logo under Email branding:   Upload your email logo image.  Customize your email table header background and text colors by entering the hex code. If you don’t know the hex code you want, you can manually select a color that matches your organization’s brand c...

How-to: Customize Your Branding Colors

Change the colors that display on your fundraising pages to match your school logo or colors. You can update the colors for Experiences and Donation Pages. This helps students, parents, and donors recognize your pages.  Most colors on each fundraising page are customizable. The images below show where corresponding color choices appear on your fundr...

Is Our Platform Secure?

Learn about the security measures our platform has in place to safeguard payment information and personal data. Our platform takes the privacy of donors, organizations, and all other fundraising participants seriously. We’ve implemented the following best practices to protect the personal data of everyone who uses our platform.  How are payments pro...

How-to: Customize the Favicon on Your Fundraising Pages

Change the image in your fundraising page tabs to match your school logo. A favicon is an image that appears on browser tabs next to the page title: You can change this image to something that reflects your school logo. Your favicon will apply to all your donor-facing pages, including your fundraising Experiences and Donation Pages.  Customize Your ...

How-to: Set a Default Time Zone

Set your organization's default time zone in your Profile settings. The time zone you set for each fundraising Experience affects when your Experience and individual fundraising activities start and end. If you typically use the same time zone for all of your platform fundraising, you can set a default time zone in your organization's Profile settin...

How to Format Images for Your Experience Banner

When uploading an image to your experience banner, you’ll find that there are recommended sizes to ensure visual quality. These recommendations depend on which design option you selected in setup.  Simple design option: 1920 pixels wide by 1280 pixels high (1920x1280) Advanced design option: 1920 pixels wide by 840 pixels high (1920x840) Uploading a...

Can I Make Changes to My Experience after I Publish?

After an experience has been published, there are still some features you’ll be able to edit or update. Find out which aspects can and can’t be changed once you’ve published your experience below. Once your experience is published, you will be able to make edits to most settings in your experience. With that said, there are a few functions related t...

How-to: Create a Fundraising Experience

Easily create and launch fundraisers that catch the eyes of prospective donors. Our platform makes it easy to create an Experience so you can start fundraising as soon as possible.  Before You Begin If you haven't done so already, you'll need to first create a platform account and register your organization before you can create an Experience: How-t...

How-to: Preview Your Experiences in Draft Mode

Test drive your Experience Pages before you go live.  Draft Mode allows you to preview your Experiences and test out all the features before you begin fundraising. View your Experience Page setup, make test transactions, and finalize all details before you go live.    Before You Begin  Please note that you won’t be able to accept real donations or p...

Manage Your Fundraiser

Learn how to manage all of your platform fundraisers from one centralized location. For your convenience, your fundraisers are all created and managed from a central place within your platform account. To view your experiences, create new ones, or manage existing ones, just navigate to your Experiences in the left menu. If you don’t see your experie...

How Can I Run a Pledge Experience (A-thon) but Take Only One-Time Donations?

Discover the differences between an a-thon and crowdfunding using our platform’s team fundraising options. With a platform fundraiser, the term “pledge” can mean several different things. People can “pledge” with a one-time donation, a recurring donation, or a per-unit-of-activity donation. There are a couple of options for running a pledge experien...

Which Experience Type Should I Choose?

Each experience type offered by our platform provides a unique way for donors to engage with your organization. This article will share basic information about each experience type to help you choose which you will incorporate into your next event. Raffles Raffles are an experience type in which donors purchase entries into a drawing for a chance to...

Insights: Add Storytelling Elements to Your Experience Description

Inspire your donors to give generously by helping them emotionally connect with your cause. Donors are most likely to donate when they feel a strong personal connection to a cause, and when they can clearly picture the impact their donation will have. Telling your organization’s story in the About section on your Experience page can help you connect...

Strategies for Promoting Your Fundraiser

See tips and best practices for sharing and promoting your fundraiser to reach more donors. Thousands of fundraisers are run on our platform every month, and we talk to customers daily about their experiences. We consistently find that the most successful fundraisers always have at least some level of promotion behind them. Promoting your fundraiser...

Understand: Advocate Fundraising for Non-US and Non-501(c) Charity Organizations

Fundraise for international and non-501(c) organizations even if you’re not directly affiliated with them.  If you want to support an international or non-501(c) charity organization but you’re not an employee or registered volunteer, our platform allows you to set up an advocate fundraiser. Advocates are individuals or businesses who aren’t directl...

Understand: Instant Fundraiser Templates

Use templates to quickly and easily create a fundraising Experience. When you need to create a fundraiser quickly, our platform's Instant Fundraiser Templates can save time and effort. Each template pre-selects your Experience settings, so all you need to do is add your organization information and some details about the fundraiser.  Instant Fundrai...

How-to: Add Images to Your Fundraiser

Learn the benefits of adding images to your Experience and find out how to add them to different areas. There are several places where you can add images to liven up your platform fundraiser. Adding images or graphic illustrations can help you quickly convey complex ideas, demonstrate your organization's positive effect, and enhance the emotional im...

Understand: Free Customization and Branding Options

Create a unique fundraiser with customization and branding options that anyone can use. When you fundraise with our platform, you get a wide array of customization and branding options. Using these tools can help make your fundraisers look professional and attractive to donors, increasing the amount you raise.   The following links will take you to ...

How-to: Sort Experience Items into Categories

Help donors find what they want by sorting prizes, tickets, and other items into categories. If your fundraising Experience includes many items, such as Raffle prizes, you can sort them into categories to help donors find the items they're most interested in. Our platform allows you to create categories for the following items: Raffle prizes  Sweeps...

Understand: Pricing Options

Learn more about the differences between the two pricing options available. Our platform allows you to use our fundraising platform without a subscription. If you enable Free Pricing with Donor Tipping, then you pay no platform fee. Alternatively, you can disable Donor Tipping and pay a platform fee using Advanced Pricing. Free Pricing with Donor Ti...

Understand: Debit and Credit Card Processing Fees

All fundraising Experiences allow donors to make payments with a debit or credit card. These card payments are processed by Stripe or PayPal, which charge a processing fee for all card payments.  Who Receives the Fees? The bank or other financial institution that issues the debit or credit card gets most of this fee. Stripe and PayPal get a very sma...

Stripe: What You Need to Know

Learn everything you need to know about using Stripe. Below, you’ll find answers to some of the most commonly asked questions about credit card transactions. What is Stripe? Stripe is one of the credit card processors through which the majority of credit card transactions on our platform are conducted. Stripe is a trusted PCI Level 1 processor that ...

How-to: Set Up Direct Funds

Quickly receive the funds you raise by setting up a Stripe or PayPal account. Setting up Direct Funds for your platform account is the quickest and easiest way to receive the funds you raise. You can receive and process payments through Stripe or PayPal, depending on your organization's needs. Before You Begin You'll need to create a platform accoun...

Understand: Why Your Stripe or PayPal Account Status Is "Pending"

Troubleshoot your payment processing account so you can start accepting donations. After creating or linking a Stripe or PayPal account, you may see that your account status is listed as Pending. Unfortunately, you won't be able to start fundraising until your Stripe or PayPal account is listed as Connected. When your account status is Pending, your...

Understand: Direct vs. Managed Funds

Learn about the differences between our platform’s two funding options.  When you create a platform fundraising Experience, you’re asked to choose how your organization will receive the funds raised: Direct Funds: receive funds through direct deposits to your organization’s Stripe account Managed Funds: receive funds after your Experience ends with ...

How-to: Set Your Primary Currency

Choose the default currency for donations. The primary currency setting controls the currency used to collect and store funds. It also determines which currency is displayed on your fundraising page, including the fundraising progress bar, prices, the checkout cart, and receipts. Before You Begin Your primary currency does not affect the currencies ...

How-to: Pass Our Platform and Payment Processing Fees on to Donors

Find out how to pass fees to your donors, depending on the type of pricing plan you select. If you're using our platform to fundraise, then our platform collects tips or charges a fee to cover the costs of running our site. We’ve also partnered with Stripe and PayPal, who charge a small fee for their payment processing services:  Our platform’s plat...

How-to: Allow Donors to Pay by Check

Allow donors to pay for donations and purchases by check. Our platform allows you to enable check payments, giving your donors more payment options when they check out.  Before You Begin Only registered organizations and their advocates can enable check payments. Check payments are not available for those running Corporate Social Responsibility fund...

How-to: Update Your Credit Card Processing Rate

When you connect your school’s Stripe or PayPal account, we ask you to enter the credit card processing rate for that account. Both Stripe and PayPal offer 501(c) organizations a nonprofit discount on payment processing fees. If your organization qualifies for this discount, you can update your platform account settings to match. Before You Begin On...

Understand: Accepted Payment Methods

Discover which payment methods your donors can use. Our platform accepts a range of payment methods to make it as convenient as possible for donors to support your cause. The payment methods you can accept will depend on whether your organization is using Stripe or PayPal to accept payments. Before You Begin The funding option you choose will affect...

Understand: When Not to Use Free Pricing

Free Pricing is our most popular and recommended pricing option because you don’t pay a platform fee ever. Donors are given the opportunity to leave a tip to help cover platform costs. But even if no one leaves a tip, you still won’t be charged a platform fee. Free Pricing offers all the same fundraising features as Advanced Pricing. So, why might y...

How-to: Add Offline Donations

Add offline card or check donations to your Experience or Donation Page records. There may be times when a donor makes a donation offline instead of using your Our platform Experience Page or Donation Page (premium feature). Our platform allows you to manually enter offline donations in your records so you can include them in the total amount raised...

Support for International Currencies

Find out how to run a fundraiser on our platform in your country’s currency. Our platform natively supports 15 different currencies, and the list is growing all the time. Here is a list of our currently supported currencies: Australian dollar (AUD) Brazilian real (BRL) Canadian dollar (CAD) Danish krone (DKK) Euro (EUR) Hong Kong dollar (HKD) Japane...

Can I Switch to Direct Funding If My Fundraiser Is Live?

Learn about ways to change your funding options after your experience has already started. If your experience has already started to raise funds, and you’d like to switch your funding options to direct funding, you can still make those changes in your organization settings. This can be found under Payment Processing on the left menu. Once you’ve cli...

How-to: Mark Check Donations as Received

Keep track of which check payments have and haven't been received. When a donor chooses to pay by check, their pending payment will automatically be recorded under Manage Check Donations in the Experience Management menu so you can easily keep track of which checks have been received and which ones are still outstanding. Checks must be marked as Rec...

How Long Does It Take To Receive Funds?

Find out how long it takes to receive the funds you raise through our platform when using the direct or deferred funding options. Direct Funds If you’re using the direct funding option, funds are typically transferred to your bank account daily. You can change this interval by accessing your Stripe payment account at Stripe.com. Managed Funds If you...

Accept Mobile Payments with Apple Pay and Google Pay

This guide explains how you can allow donors to donate quickly from their smartphones using Apple Pay or Google Pay. Apple Pay and Google Pay allow donors to quickly donate to your fundraisers on their smartphones without manually entering their credit card numbers. Since many donors are likely to find your experience through their smartphones, havi...

Can I Limit the Geographic Areas from Which People Make Donations on My Campaign?

Find out how to restrict the locations of eligible participants in your experience. For certain types of fundraisers, there may be instances in which you need to limit eligible participants to certain geographical regions. For example, you might be holding a raffle that only allows state residents to participate. Some sweepstakes may also have restr...

What Is the “Application Fee” in My Stripe Dashboard?

Learn more about how the fees in your Stripe dashboard are determined and displayed. If you’ve set up direct funding for your organization’s account, your Stripe dashboard will have detailed information about payments received through your fundraisers and payouts made to your bank account. You’ll notice that most payments show an accompanying “appli...

Understand: Advanced Pricing

Keep more of the funds your organization raises using our Advanced Pricing option.  Our platform is always free with Donor Tipping, but some organizers prefer not to give donors the option to leave a tip. In that case, you can select the Advanced Pricing option and pay a 7.5% platform fee. You can also set different pricing options for different Exp...

Understand: Free Pricing with Donor Tipping

Keep more of the funds you raise with the platform Free Pricing option.  Our platform allows you to use our fundraising platform without a subscription. If you enable Free Pricing with Donor Tipping, then you pay no platform fee. Instead, your donors can opt to leave a tip during checkout to cover platform costs. How Donor Tipping Works Donor Tippin...

Understand: PayPal vs. Stripe

Compare PayPal and Stripe side-by-side and choose how to receive the money you raise. Before you can launch your first fundraising Experience on our platform, you’ll be asked to connect either a PayPal or Stripe account. Both allow you to securely receive funds as they’re raised with little to no holding period, but there are some key differences. P...

Were My Funds Sent Yet?

Learn how funds are processed once you’ve initiated a fund request. If you’ve chosen deferred funding for your experience, our platform will collect the funds raised for your fundraiser and send them to you 30 days after the request is initiated. You will be able to track the status of your fund request right from your experience management menu. Ch...

How-to: Apply for Managed Funds

Contact customer support to learn whether you qualify for Managed Funds.  The majority of our platform users should set up a Stripe account for the easiest and most direct way to receive the funds you raise, but if your organization can’t set up a Stripe account, Managed Funds offers flexibility for special circumstances.   With Managed Funds, 501(c...

How-to: See If Your Funds Have Been Sent Yet (Managed Funds)

Check the status of your funds after your Managed Funds Experience has ended.  If you’ve been approved to use Managed Funds for your Experience, Do Charity, Inc., a registered 501(c)(3) charitable organization, will collect the funds you raise and send them to the beneficiary organization approximately 30 days after your Experience ends.  You can tr...