Overview
Ask supporters to raise money for you, and then track your progress as supporters help you achieve your financial goals.
Ask supporters to Donate Money
Note: If you haven’t already done so, you must first install the Action Plugin and then setup at least one Kit.
We also recommend exploring the various widgets and APIs that can be used to integrate this Action into the rest of your online and offline tools.
Mobilize It
To mobilize the the Donate Money action:
- Click the "Mobilize" button from any location within the Staff App.
- Select who you want to complete this Action by segment or individual supporters.
- Personalize the body of the message that your supporters will receive.
- Select the Action "Donate Money"
- Select your Action Kit which you previously created
- Click mobilize.
Install It
To install this action:
Go to the Platform Config section and select Action Plugins.
Locate this action and click "Install" to load it into your V3 Platform.
Next Step: Once your Donate Money Action is installed, you'll want to setup one or more Kits.
Set Up the Kits
To set up this Action Kit:
- Go to the Platform Config section and select Action Kits.
- Select "New Action Kit" for the Donate Money action.
Basic Details
- Give the kit a name. This is for your records in the Staff App.
- Describe the purpose of the Action. The purpose will explain to each supporter why it is important for them to donate money.
- Set an individual goal. i.e. How much money do you want each supporter to raise?
- Set an overall goal. i.e. How much money do you want to raise in total as an organization?
Advanced
- Give your kit a title. This is what your supporters will see.
- List the suggested donations amounts.
- If you require FEC Fields like company name and job title, check the box entitled "Require FEC Fields"
- Insert a Custom Action Page URL that contains the fundraising widget for this kit. Supporters can be forwarded to this URL instead of the default action page hosted in V3 Platform.
Next Step: You are now ready to Mobilize.