---
language: "en"
---
# Admin Help Center
## Product Updates
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### [Default User Notifications](https://chadmin.crowdchange.help/ct/default-user-notifications.md)
October 03, 2024
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### [New Fundraiser Dashboard](https://chadmin.crowdchange.help/ct/new-fundraiser-dashboard.md)
August 12, 2024
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### [Allow donors to a team to split their donation amongst personal pages within the team](https://chadmin.crowdchange.help/ct/allow-donors-to-a-team-to-split-their-donation-amo.md)
July 10, 2024
## Account \& Banking
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### [How to Issue Full and Partial Refunds](https://chadmin.crowdchange.help/ct/how-to-issue-full-and-partial-refunds.md)
Need to refund a transaction? CrowdChange now provides the ability for Admins to issue Partial Refunds in addition to standard, full refunds. For example, you ...
*
### [How to Reset Your Password](https://chadmin.crowdchange.help/ct/how-to-reset-your-password.md)
This process must be performed by the user themselves, using the steps below: Go to your CrowdChange site. Click Login on the top-right corner of the site. Wit...
*
### [Setting Up Multi-Factor Authentication (2FA)](https://chadmin.crowdchange.help/ct/setting-up-multi-factor-authentication-2fa.md)
Multi-Factor Authentication (commonly referred to as Two-Factor Authentication or 2FA) is the best way to secure your CrowdChange account against security brea...
## CrowdChange Tutorials
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### [Welcome to CrowdChange!](https://chadmin.crowdchange.help/ct/welcome-to-crowdchange.md)
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### [How To Start a Fundraiser](https://chadmin.crowdchange.help/ct/how-to-start-a-fundraiser.md)
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### [Customizing your fundraiser UI \& design](https://chadmin.crowdchange.help/ct/customizing-your-fundraiser-ui-design.md)
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### [How to Close or Reopen a Fundraiser](https://chadmin.crowdchange.help/ct/how-to-close-or-reopen-a-fundraiser.md)
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### [How to Archive a Fundraiser](https://chadmin.crowdchange.help/ct/how-to-archive-a-fundraiser.md)
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### [How to Change the Date and Time of your Fundraiser](https://chadmin.crowdchange.help/ct/how-to-change-the-date-and-time-of-your-fundraiser.md)
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### [How to Change Cover Photo](https://chadmin.crowdchange.help/ct/how-to-change-cover-photo.md)
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### [How to Change Your Fundraising Goal](https://chadmin.crowdchange.help/ct/how-to-change-your-fundraising-goal.md)
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### [How to Adjust Default Donation Amounts \& Settings](https://chadmin.crowdchange.help/ct/how-to-adjust-default-donation-amounts-settings.md)
### [How to Create a Personal Fundraising Page \& Share It](https://chadmin.crowdchange.help/ct/how-to-create-a-personal-fundraising-page-share-it.md)
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### [How to Manage Personal Pages \& Teams](https://chadmin.crowdchange.help/ct/how-to-manage-personal-pages-teams.md)
### [How to Link Registrations to Personal \& Team Pages](https://chadmin.crowdchange.help/ct/how-to-link-registrations-to-personal-team-pages.md)
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### [How to Share your Personal Fundraising Page](https://chadmin.crowdchange.help/ct/how-to-share-your-personal-fundraising-page.md)
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### [How to Create a Team \& Invite Members](https://chadmin.crowdchange.help/ct/how-to-create-a-team-invite-members.md)
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### [How to Close, Archive, or Delete a P2P Page](https://chadmin.crowdchange.help/ct/how-to-close-archive-or-delete-a-p2p-page.md)
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### [How to Assign a Team Manager / Co-Captain](https://chadmin.crowdchange.help/ct/how-to-assign-a-team-manager-co-captain.md)
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### [How to Change a Team Captain](https://chadmin.crowdchange.help/ct/how-to-change-a-team-captain.md)
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### [How to Hide Team Captains](https://chadmin.crowdchange.help/ct/how-to-hide-team-captains.md)
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### [How to Cap Number of Teams and Number of Personal Pages Within a Team](https://chadmin.crowdchange.help/ct/how-to-cap-number-of-teams-and-number-of-personal-.md)
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### [How to Change a Fundraiser Host/Owner](https://chadmin.crowdchange.help/ct/how-to-change-a-fundraiser-host-owner.md)
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### [How to Hide a Fundraiser (Limit Visibility)](https://chadmin.crowdchange.help/ct/how-to-hide-a-fundraiser-limit-visibility.md)
### [How Ticketing Works](https://chadmin.crowdchange.help/ct/how-ticketing-works.md)
### [How Merchandise Works](https://chadmin.crowdchange.help/ct/how-merchandise-works.md)
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### [How Registration Works](https://chadmin.crowdchange.help/ct/how-registration-works.md)
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### [How Sponsorship Works (Sponsorship Packages)](https://chadmin.crowdchange.help/ct/how-sponsorship-works-sponsorship-packages.md)
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### [How to Set Up Promo Codes](https://chadmin.crowdchange.help/ct/how-to-set-up-promo-codes.md)
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### [How to Duplicate a Fundraiser](https://chadmin.crowdchange.help/ct/how-to-duplicate-a-fundraiser.md)
### [How to Use Custom Questions](https://chadmin.crowdchange.help/ct/how-to-use-custom-questions.md)
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### [How to Create an eCards Store](https://chadmin.crowdchange.help/ct/how-to-create-an-ecards-store.md)
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### [How to Use Tribute Cards](https://chadmin.crowdchange.help/ct/how-to-use-tribute-cards.md)
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### [How to Create Custom Fundraiser Links](https://chadmin.crowdchange.help/ct/how-to-create-custom-fundraiser-links.md)
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### [How to Create Custom URLs for Team \& Personal Pages (Sub-sites only)](https://chadmin.crowdchange.help/ct/how-to-create-custom-urls-for-team-personal-pages-.md)
### [How to Access the Donations Report (Fundraiser Level)](https://chadmin.crowdchange.help/ct/how-to-access-the-donations-report-fundraiser-leve.md)
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### [How to Access the Tickets Report (Fundraiser Level)](https://chadmin.crowdchange.help/ct/how-to-access-the-tickets-report-fundraiser-level.md)
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### [How to Access the Registrations Report (Fundraiser Level) - Multi-registration fundraisers only](https://chadmin.crowdchange.help/ct/how-to-access-the-registrations-report-fundraiser-.md)
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### [How to Use the Access Manager - Give others Admin Access for an Event (Fundraiser Level)](https://chadmin.crowdchange.help/ct/how-to-use-the-access-manager-give-others-admin-ac.md)
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### [How to Use the Site-Level Access Manager](https://chadmin.crowdchange.help/ct/how-to-use-the-site-level-access-manager.md)
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### [How Email Templates Work](https://chadmin.crowdchange.help/ct/how-email-templates-work.md)
### [How to Use the Mailing List](https://chadmin.crowdchange.help/ct/how-to-use-the-mailing-list.md)
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### [Mailing List - Contact \& Recipient Limits](https://chadmin.crowdchange.help/ct/mailing-list-contact-recipient-limits.md)
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### [Mailing List - Admin Approval for large campaigns](https://chadmin.crowdchange.help/ct/mailing-list-admin-approval-for-large-campaigns.md)
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### [Fundraiser Approval (Admins)](https://chadmin.crowdchange.help/ct/fundraiser-approval-admins.md)
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### [How to Enter Offline Donations](https://chadmin.crowdchange.help/ct/how-to-enter-offline-donations.md)
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### [How to Access the Activity Log](https://chadmin.crowdchange.help/ct/how-to-access-the-activity-log.md)
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### [How to Access the Fundraisers Report](https://chadmin.crowdchange.help/ct/how-to-access-the-fundraisers-report.md)
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### [How to Access the Payouts Report](https://chadmin.crowdchange.help/ct/how-to-access-the-payouts-report.md)
### [How to Access the Admin Donations Report](https://chadmin.crowdchange.help/ct/how-to-access-the-admin-donations-report.md)
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### [How to Access the Admin Summary Report](https://chadmin.crowdchange.help/ct/how-to-access-the-admin-summary-report.md)
### [How to Access the Registration Report](https://chadmin.crowdchange.help/ct/how-to-access-the-registration-report.md)
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### [How to Access the Personal Pages Report](https://chadmin.crowdchange.help/ct/how-to-access-the-personal-pages-report.md)
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### [How to Access the Teams Report](https://chadmin.crowdchange.help/ct/how-to-access-the-teams-report.md)
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### [How to Edit Email Notifications](https://chadmin.crowdchange.help/ct/how-to-edit-email-notifications.md)
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### [CrowdChange Notifications](https://chadmin.crowdchange.help/ct/crowdchange-notifications.md)
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### [Recurring Donations](https://chadmin.crowdchange.help/ct/recurring-donations.md)
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### [Recurring Donations Report - How to Manage Recurring Donations on CrowdChange](https://chadmin.crowdchange.help/ct/recurring-donations-report-how-to-manage-recurring.md)
### [Tax Receipts \& Eligibility](https://chadmin.crowdchange.help/ct/tax-receipts-eligibility.md)
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### [Admin \> General Settings](https://chadmin.crowdchange.help/ct/admin-general-settings.md)
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### [Admin \> Layout Settings](https://chadmin.crowdchange.help/ct/admin-layout-settings.md)
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### [How to Set Up 'In Support Of' Options](https://chadmin.crowdchange.help/ct/how-to-set-up-in-support-of-options.md)
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### [How the Organizations Feature Works](https://chadmin.crowdchange.help/ct/how-the-organizations-feature-works.md)
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### [How Donation Matching Works](https://chadmin.crowdchange.help/ct/how-donation-matching-works.md)
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### [How Pledging Works](https://chadmin.crowdchange.help/ct/how-pledging-works.md)
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### [Image Size Guidelines](https://chadmin.crowdchange.help/ct/image-size-guidelines.md)
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### [CrowdChange Image Editor](https://chadmin.crowdchange.help/ct/crowdchange-image-editor.md)
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### [Analytics Connectors - Google Analytics, Google Tag Manager, Facebook/Meta Pixel, Reddit, Pinterest, \& TikTok](https://chadmin.crowdchange.help/ct/analytics-connectors.md)
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### [How to Pin Featured Fundraisers](https://chadmin.crowdchange.help/ct/how-to-pin-featured-fundraisers.md)
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### [Leaderboard \& Page Navigation](https://chadmin.crowdchange.help/ct/leaderboard-page-navigation.md)
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### [Data included in Donations Lists and Amount Raised Bars](https://chadmin.crowdchange.help/ct/data-included-in-donations-lists-and-amount-raised.md)
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### [How to Reset Your Password](https://chadmin.crowdchange.help/ct/how-to-reset-your-password.md)
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### [How to Cap User Transaction Fees](https://chadmin.crowdchange.help/ct/how-to-cap-user-transaction-fees.md)
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### [Setting Up Multi-Factor Authentication (2FA)](https://chadmin.crowdchange.help/ct/setting-up-multi-factor-authentication-2fa.md)
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### [Stripe Banking Overview](https://chadmin.crowdchange.help/ct/stripe-banking-overview.md)
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### [Paysafe Banking Overview](https://chadmin.crowdchange.help/ct/paysafe-banking-overview.md)
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### [Failed Transaction](https://chadmin.crowdchange.help/ct/failed-transaction.md)
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### [Salesforce Integration with CrowdChange](https://chadmin.crowdchange.help/ct/salesforce-integration-with-crowdchange.md)
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### [Integrating CrowdChange with Raiser's Edge and Raiser's Edge NXT](https://chadmin.crowdchange.help/ct/integrating-crowdchange-with-raiser-s-edge-and-rai.md)
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### [DonorPerfect Integration with CrowdChange](https://chadmin.crowdchange.help/ct/donorperfect-integration-with-crowdchange.md)
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### [How to Add Custom Fields to the Start a Fundraiser Process](https://chadmin.crowdchange.help/ct/how-to-add-custom-fields-to-the-start-a-fundraiser.md)
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### [Custom Questions for Teams \& Personal Pages](https://chadmin.crowdchange.help/ct/custom-questions-for-teams-personal-pages.md)
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### [Minimum Fundraising Commitment tied to Registration](https://chadmin.crowdchange.help/ct/minimum-fundraising-commitment-tied-to-registratio.md)
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### [How to Set Up Custom Fees](https://chadmin.crowdchange.help/ct/how-to-set-up-custom-fees.md)
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### [Personal Page Privacy Feature](https://chadmin.crowdchange.help/ct/personal-page-privacy-feature.md)
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### [Parent - Child / Sub-Site Relationship](https://chadmin.crowdchange.help/ct/parent-child-sub-site-relationship.md)
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### [Fundraiser \& Blueprint Custom Tags](https://chadmin.crowdchange.help/ct/fundraiser-blueprint-custom-tags.md)
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### [Set a custom meta description for fundraiser social sharing](https://chadmin.crowdchange.help/ct/set-a-custom-meta-description-for-fundraiser-socia.md)
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### [Changing the 'Show my name as' options](https://chadmin.crowdchange.help/ct/changing-the-show-my-name-as-options.md)
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### [Badges and Milestones](https://chadmin.crowdchange.help/ct/badges-and-milestones.md)
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### [Participant Center](https://chadmin.crowdchange.help/ct/participant-center.md)
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### [Site Admin Level Options for P2P Pages](https://chadmin.crowdchange.help/ct/site-admin-level-options-for-p2p-pages.md)
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### [Super Teams](https://chadmin.crowdchange.help/ct/super-teams.md)
### [Activity Tracker](https://chadmin.crowdchange.help/ct/activity-tracker.md)
### [Event Blueprints](https://chadmin.crowdchange.help/ct/event-blueprints.md)
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### [Site Communication](https://chadmin.crowdchange.help/ct/site-communication.md)
### [How to Issue Full and Partial Refunds](https://chadmin.crowdchange.help/ct/how-to-issue-full-and-partial-refunds.md)
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### [Recommended Web Browsers \& Versions](https://chadmin.crowdchange.help/ct/recommended-web-browsers-versions.md)
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### [Fundraiser link displays 'Page not Found' Error message](https://chadmin.crowdchange.help/ct/fundraiser-link-displays-page-not-found-error-mess.md)
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### [Double the Donation Integration](https://chadmin.crowdchange.help/ct/double-the-donation-integration.md)
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### [How to Use Embedded Donation Forms](https://chadmin.crowdchange.help/ct/how-to-use-embedded-donation-forms.md)
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### [What's New Section](https://chadmin.crowdchange.help/ct/what-s-new-section.md)
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### [Donor Advised Funds - DAFpay by Chariot Integration](https://chadmin.crowdchange.help/ct/donor-advised-funds-dafpay-by-chariot-integration.md)
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### [One-time Giving Upsell Feature](https://chadmin.crowdchange.help/ct/one-time-giving-upsell-feature.md)
### [Product Updates](https://chadmin.crowdchange.help/ct/product-updates.md)
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### [Access Codes for Purchase Options (Pre-Sale or Private Tickets, Merchandise, Registration, and Sponsorship)](https://chadmin.crowdchange.help/ct/access-codes-for-purchase-options-pre-sale-or-priv.md)
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### [Per-transaction Limits for Purchase Options](https://chadmin.crowdchange.help/ct/per-transaction-limits-for-purchase-options.md)
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### [Link by Stripe in CrowdChange Checkout](https://chadmin.crowdchange.help/ct/link-by-stripe-in-crowdchange-checkout.md)
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### [How to Access and Use the Tax Receipts Report](https://chadmin.crowdchange.help/ct/how-to-access-and-use-the-tax-receipts-report.md)
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### [How to Upload a List of Teams or Personal Pages Using a CSV File](https://chadmin.crowdchange.help/ct/how-to-upload-a-list-of-teams-or-personal-pages-us.md)
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### [How to Mass Upload Offline Donations Using a CSV File](https://chadmin.crowdchange.help/ct/how-to-mass-upload-offline-donations-using-a-csv-f.md)
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### [Release Notes](https://chadmin.crowdchange.help/ct/release-notes.md)
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### [Leaderboard Block - How to show a list of donations, team fundraising pages and personal fundraising pages on your fundraiser](https://chadmin.crowdchange.help/ct/leaderboard-block-how-to-show-a-list-of-donations-.md)
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### [How to Assign Tickets to Different Attendees During Checkout](https://chadmin.crowdchange.help/ct/how-to-assign-tickets-to-different-attendees-durin.md)
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### [Sign in with Apple - Why does a user's email appear as xxxx@privaterelay.appleid.com?](https://chadmin.crowdchange.help/ct/sign-in-with-apple-why-does-a-users-email-appear-a.md)
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### [Design your Fundraiser - How to adjust the front-end user interface of your campaign on CrowdChange](https://chadmin.crowdchange.help/ct/design-your-fundraiser-how-to-adjust-the-front-end.md)
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### [Cover Image Block - How to update the banner image on your fundraiser](https://chadmin.crowdchange.help/ct/cover-image-block-how-to-update-the-banner-image-o.md)
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### [Sharing Block - Social media, QR Codes, Email, SMS, and more](https://chadmin.crowdchange.help/ct/sharing-block-social-media-qr-codes-email-sms-and-.md)
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### [Donation Progress Block - how to track amount raised and goals on your fundraiser](https://chadmin.crowdchange.help/ct/donation-progress-block-how-to-track-amount-raised.md)
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### [Gallery Block - How to add an image gallery to the body of your fundraising page](https://chadmin.crowdchange.help/ct/gallery-block-how-to-add-an-image-gallery-to-the-b.md)
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### [Fundraiser Moderation: Approval \& Smart Fundraiser Protection (Admins)](https://chadmin.crowdchange.help/ct/fundraiser-moderation-approval-smart-fundraiser-protection-admins.md)
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### [Email Center - How to send emails from CrowdChange](https://chadmin.crowdchange.help/ct/email-center-how-to-send-emails-from-crowdchange.md)
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### [Auctions - How to host an Auction on CrowdChange](https://chadmin.crowdchange.help/ct/auctions-how-to-host-an-auction-on-crowdchange.md)
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### [How to Create and Share an Instagram Image - Sharing your CrowdChange page or fundraiser via Instagram](https://chadmin.crowdchange.help/ct/how-to-create-and-share-an-instagram-image-sharing.md)
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### [Community Feed Block - How to share updates on your fundraiser, team or personal fundraising page](https://chadmin.crowdchange.help/ct/community-feed-block-how-to-share-updates-on-your-.md)
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### [How to Add or Change an Avatar on a Personal or Team Fundraising Page](https://chadmin.crowdchange.help/ct/how-to-add-or-change-an-avatar-on-a-personal-or-te.md)
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### [Pay by Installments - how to break a donation up into separate payments](https://chadmin.crowdchange.help/ct/pay-by-installments-how-to-break-a-donation-up-into-separate-payments.md)
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### [Multi-Column Block - How to add multiple content columns to the body of your fundraising page](https://chadmin.crowdchange.help/ct/multi-column-block-how-to-add-multiple-content-columns-to-the-body-of-your-fundraising-page.md)
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### [Fundraiser cards - how to change the image on homepage, tickets, and preview](https://chadmin.crowdchange.help/ct/fundraiser-cards-how-to-change-the-image-on-homepage-tickets-and-preview.md)
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### [How to Use Donation Encouragement to Support Fundraising Goals](https://chadmin.crowdchange.help/ct/how-to-use-donation-encouragement-to-support-fundraising-goals.md)
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### [How Global Inventory Works](https://chadmin.crowdchange.help/ct/how-global-inventory-works.md)
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### [How to Access and Set Up the Global Inventory (Admin Level)](https://chadmin.crowdchange.help/ct/how-to-access-and-set-up-the-global-inventory-admin-level.md)
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### [Video block - how to show a video on your CrowdChange fundraiser](https://chadmin.crowdchange.help/ct/video-block-how-to-show-a-video-on-your-crowdchange-fundraiser.md)
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### [How to Access the Inventory Report (Fundraiser Level)](https://chadmin.crowdchange.help/ct/how-to-access-the-inventory-report-fundraiser-level.md)
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### [Donation Widget Links \& UTM Tracking - How to see which links, emails, and campaigns drive your donations](https://chadmin.crowdchange.help/ct/donation-widget-links-utm-tracking-how-to-see-which-links-emails-and-campaigns-drive-your-donations.md)
---
language: "en"
---
# Access Codes for Purchase Options (Pre-Sale or Private Tickets, Merchandise, Registration, and Sponsorship)
**Access Codes** is a feature that allows you to gate access to purchase options (tickets, apparel and merchandise, registration, or sponsorships) behind a password. This can allow you to have separate, specialized purchase tiers that are only accessible to those who have been given a specific code. This can be used for:
* Pre-Sale Codes
* Special Discounted Purchase Tiers
* Staff or Friends and Family Purchase Tiers
The **Access Codes**feature is currently in beta, and therefore is not available on CrowdChange by default. If your organization does not have access to this feature, and feel like it would be a worthwhile addition to your site, speak to your Partner Success Manager to discuss adding this function.
*** ** * ** ***
**Access Codes** are turned on via the **Purchase Options** menu within the **Fundraiser Dashboard** . To enable this option for any purchase options, simply toggle it on under *Additional Features*.
To do this, please follow these steps:
* Go to your fundraiser (please ensure you are logged in)
* Click **Manage my fundraiser** to access the **Fundraiser Dashboard**
* From the Fundraiser Dashboard, click **Purchase options**
* In the *Additional features* section, toggle on **Access codes**
* Below the Access codes toggle, click Save to save your settings
\Toggle on \Access codes\ in the \Additional features\ section of the \Purchase options \menu\
Once this function is toggled on, you can **Assign access codes**to any existing Purchase Option tiers:
\Click \Assign access codes\ to set up a new code\
Once you click **Assign access codes** , you will be prompted to either enter or generate a new code. If you select **Generate**, a random code will be created. Once you have established your code, you can choose whether to assign this code to all purchase tiers, or select the tiers that this code will apply to.
\Apply your Access Code to the desired tiers that you would like to gate behind a password\
Once you have selected your purchase tiers, click **Apply** to save your changes.
*** ** * ** ***
You can also assign an **Access code** to a purchase option within the individual purchase option tier setup page - this is also accessible when creating a new tier.
\The \Access codes \function is available on a tier-by-tier basis for all Purchase Options\
*** ** * ** ***
Once your code is in place, if a user attempts to select the Purchase Option in question, they will see a field to input a password to access the desired Purchase Option.
If there are both public tiers and limited access tiers, users can select where to browse using the options in the menu header . If all purchase tiers require an access code, users will only see the Limited Access menu, shown above. Once the user inputs the correct code, the limited access tiers will be made available to them.
---
language: "en"
---
# Activity Tracker
The CrowdChange **Activity Tracker** feature allows you to create various Activities within your site, connected to fundraising campaigns, which participants can opt into and track progress towards, while achieving [Badges and Milestones](https://chadmin.crowdchange.help/ct/Badges-and-Milestones.2236383233.html). Scroll down to see an example use case of this functionality.
It's a great way to increase participant engagement with your campaign and your organization's mission.
Please note that this feature is **NOT** enabled by default.
To have the Activity Tracker enabled, reach out to your Partner Success Representative today!
Activity Tracker Admin Menu
**When Activity Tracker is enabled on your site:**
* Fundraisers have a toggle slider within Advanced Features to enable Activity Tracker. Turning this on allows the fundraiser host to access Activities and enables the fundraiser-level Activity Tracker Report.
* Blueprints (if enabled) have a toggle slider to enable Activity Tracker. Turning this on allows fundraiser hosts using the blueprint to access Activities.
* Activity Tracker setup menu is added to Admin Dashboard under Fundraisers Settings → Activity Tracker.
The **Activity Tracker Admin Report** must also be enabled on your site by a CrowdChange Support Agent. Once enabled, it is added to the Admin Dashboard under Reports → Activity Tracker Report.
**Example Use-Case for Activity Tracker:**
> Nicholas has a personal fundraising page within the "*Jackie's Joyathon* " fundraiser, hosted by "*Run for Joy Canada*". The organization has set up activity challenges leading up to the day of the event such as "Jog for 10 minutes every day" and "Eat 7 fruits/vegetables each week", etc.
Using Activity Tracker on his page, Nicholas can track and publicly show his progress towards these activities.
He can also do so via his Personal Page Dashboard within Participant Center (if enabled).
His activity progress is shown publicly (if desired) within the Activity Tracker block on his personal page.
## Getting Started with Activity Tracker
**Please Note:** You will not be able to follow these instructions until Activity Tracker has been enabled on your site by a CrowdChange Partner Success Representative or Support Agent.
### **Setting up an Activity at the Admin Level (within Admin Dashboard)**
To get started, let's set up an Activity within the Admin Dashboard. Follow the steps below to do so:
1. From anywhere on your CrowdChange site, click **Profile → Admin**.
2. Click **Fundraisers Settings → Activity Tracker**on the left sidebar.
3. Click the **Create Activity**button shown below:
4. Select the **Activity Basis** (what unit will be measured) in the popup that appears and click **Next**.
5. Fill out all the details of your activity, such as **name** , **description** , and **start/end dates**.
6. Toggle ON '**Set as open for new fundraisers**' to make this activity available to new fundraisers.
7. Toggle ON '**Publish activity**' to make this activity public as opposed to hidden.
8. If desired, use the **Types**section to specify multiple ways this activity may be tracked.
9. Set an image for this activity and click **Save**.
#### **Setting up Badges \& Milestones for the Activity**
After creating an activity, you will be prompted to add **Badges**for the activity as shown below:
Click on **Add Badge**and fill out all the required information. See definitions below:
**Details**Section:
* **Title**- The name of the badge you are creating.
* **Badge description** - Descriptive and/or congratulatory text about the badge.
* **Image**- The image of or associated with your badge.
**Goal**Section:
* **Badge type** - How your badge is earned:
* **Streak-based**means the badge is earned by tracking the activity/habit 'X' number of days in a row.
* **Total-based**means the badge is earned by tracking the activity/habit 'X' number of days in total within the start and end dates of the activity.
* **Number of days** - the 'X' number referenced above. This is the number of days necessary to fulfill either the streak-based or total-based achievement as described above.
**Types**Section: If desired, specify which Types (options for tracking the activity) are connected to this badge.
Before saving, create a **Milestone email**to be sent to the participant on achievement of this Badge:
Click **Save** , and you'll be taken to the Badges menu, where you can return at any time to **Add** or **Edit** badges.
Click**Back to Activities**in the top left corner to return to the Activity Tracker Admin menu.
You can return here at any time to **Add** , **Edit** or **Archive**activities.
### **Enabling Activity Tracker on a New Fundraiser**
Activity Tracker must be enabled on a fundraiser by fundraiser basis. Additionally, to use it fully, P2P fundraising pages must be toggled on. Follow the simple steps below to enable it on a new fundraiser:
1. From the home page of your CrowdChange site, click the **Start a Fundraiser**button.
2. On the **General Info** page, fill out all required information and click **Next**.
3. On the **Additional Settings** page, enable some or all of the following under**Peer-to-peer features**:
1. *Personal fundraising pages*
2. *Team fundraising pages*
3. *Personal fundraising pages within teams*
4. Under **Advanced Features** , turn **ON** the **Activity tracker** toggle slider.
5. Click **Create Fundraiser**at the bottom of the page.
### **Enabling Activity Tracker on an Existing Fundraiser**
Activity Tracker must be enabled on a fundraiser by fundraiser basis. Additionally, to use it fully, P2P fundraising pages must be toggled on. Follow the simple steps below to enable it on an existing fundraiser:
1. While logged in, go to your fundraiser and click **Manage Fundraiser**.
2. Click **Peer to Peer features**on the left sidebar.
3. Enable some or all of the following under**Peer-to-peer features**:
1. *Personal fundraising pages*
2. *Team fundraising pages*
3. *Personal fundraising pages under a team can be created (within Personal fundraising pages)*
4. Scroll down and click **Save**.
5. On the left sidebar, click **Activity Tracker**.
6. Enablethe **Activity tracker** toggle slider.
7. Click **Save**to confirm.
### **Setting up an Activity at the Fundraiser Level**
Activities can also be set up at the individual fundraiser level (once Activity Tracker has been enabled on both the site and the specific fundraiser) by following these steps:
1. While logged in, go to your fundraiser and click **Manage Fundraiser**.
2. Click **Activity Tracker**on the left sidebar.
3. Scroll down and click the **Create Activity**button.
4. Select the **Activity Basis** (what unit will be measured) in the popup that appears and click **Next**.
5. Fill out all the details of your activity, such as **name** , **description** , and **start/end dates**.
6. Set Types (if applicable) and an image for the activity and click **Save**.
#### **Setting up Badges \& Milestones for the Activity**
After creating an activity, you will be prompted to add **Badges**for the activity:
1. Click on **Add Badge**and fill out all the required information.
2. Before saving, create a **Milestone email**under 'Message content' to be sent to the participant on achievement of this Badge.
3. Click **Save** , and you'll be taken to the Badges menu, where you can return at any time to **Add** or **Edit** badges.
4. Click**Back to Activities**in the top left corner to return to the Activity Tracker menu.
5. You can return here at any time to **Add** , **Edit** or **Archive**activities.
---
language: "en"
---
# Activity Tracker Reporting
The Activity Tracker is complete with reporting functionality, allowing you to get a bird's eye view of participant engagement with your campaign's Activities.
**Please note** that the Admin Activity Tracker Report is **NOT** enabled by default and must first be enabled by your CrowdChange Partner Success Representative or Support Agent.
## **Admin Activity Tracker Report**
To view the Admin Activity Tracker Report, follow the steps below:
1. Go to your CrowdChange site and **Log In**.
2. Click **Profile** in in the top right corner, then**Admin**.
3. Navigate to **Reports** **→ Activity Tracker Report**using the left sidebar.
4. If needed, you can then **Search** and/or **Filter** for specific activities, and get the Excel version of this report by clicking **Download**.
The downloaded file will contain a **Macro** and **Micro**version of the report.
* The **Macro**version displays activity tracking data on an activity-by-activity basis.
* The **Micro**version displays activity tracking data on a user-by-user basis.
### **Fundraiser Level Activity Tracker Report**
To view the Fundraiser Level Activity Tracker Report, follow the steps below:
1. From anywhere on your CrowdChange site, **Log In**.
2. Go to your fundraising page and click **Manage Fundraiser**.
3. Go to**Reports** on the left sidebar, then**Activity Tracker Report**.
4. From here, you can **Search** and/or **Filter** for specific Activities, and view a simple overview.
5. You may also export this report to Excel using the **Download**button.
Note that the fundraiser-level version of this report is less detailed than the Admin version.
---
language: "en"
---
# Admin > General Settings
**General Settings**is where you can adjust the inner workings of your CrowdChange site, for example:
Donations List settings, Default Fundraiser Order, Credit Card statement descriptors, Tax Receipt minimum amounts, Fundraiser Approval settings and more.
To access **General Settings**:
1. Log In to a CrowdChange account with Admin permissions.
2. Click **Profile → Admin** in the upper right-hand corner of the site. You will be taken to **General Settings**.
On the General Settings page, you will have the ability to do the following:
1. Select your **Time Zone**. Once completed, your site will operate in the Time Zone selected.
2. **Default Fundraiser Order**- This dropdown lets you choose how fundraisers are sorted by default when the home page loads. The sort order will still be changeable from the top of the homepage.
3. You can **Cap Covered Fees** so that covered fees on donations are limited to a set dollar amount.
4. **Set a minimum amount for issuing tax receipts**- This decision should be made by your organization, as entering an amount here will set it across all fundraisers within your CrowdChange site. If you wish to decide on a fundraiser-by-fundraiser basis, leave this disabled and you will be prompted to do so when creating your fundraiser.
5. **Remove from tax eligibility** - This feature allows you to disable tax eligibility for specific purchase options (eg. Tickets \& Registrations). This will remove the Expense field from the selected purchase options (shown when they are created at the fundraiser level) and their costs will never be added to the tax-eligible amount on tax receipts.
6. **Set minimum amount of recurring donation** - This allows you to set a minimum donation amount for recurring donations across all fundraisers on your site.
7. **Fundraiser Goal is Required**- This toggle allows you to set whether Fundraiser Goals are mandatory for fundraisers created on the site.
8. **Require Fundraiser Approval**- This means that any fundraiser created on your CrowdChange site must first be 'Approved' by an Admin user before it becomes active.
9. **Users can start fundraisers only from templates** - This option is only shown when **Master Templates** is enabled in General Settings
Example of General Settings
If you are viewing this section on a sub-site (child site), you will have the following option as well:
This dropdown allows you to determine if sub-site fundraisers are mirrored to parent sites.
There are 3 options available within the dropdown:
* Fundraiser chooses - default option - this is decided per-fundraiser in fundraiser settings.
* Never - sub-site created fundraisers are never mirrored to parent sites.
* Always - sub-site created fundraisers are always mirrored to parent sites.
## E-mail Settings
Here you can customize the footer text of the automated emails sent from your CrowdChange site. Specifically, you can enter custom text for the 'From' field and the Email Signature.
Click the **Save**button at the bottom of the page to confirm your changes.
**Please Note:** You can return to the General Settings page at any time to update your configuration.
---
language: "en"
---
# Admin > Layout Settings
Within the Admin menu, **Layout Settings**contains 3 sub-pages for adjusting the finer details of your site:
* **Header \& Footer**- Set your site logo, logo link, menu settings, and footer settings.
* **Meta \& Analytics** - Set your site name, meta description, meta image, and analytics connectors.
* **Theme Settings**- Set your site colours and fonts.
## How to Access Layout Settings
1. Log In to a CrowdChange account with Admin permissions.
2. Click **Profile → Admin** in the upper right-hand corner of the site. You will be taken to **General Settings**.
3. On the left sidebar, click **Layout Settings**, and select one of the three sub-pages.
### Header \& Footer Page
On the Header \& Footer page, you can do the following:
1. Upload a **Logo** to appear in the top-left hand corner of your CrowdChange site.
Example of Header settings
2. Add a **Logo Link** to redirect users to a certain webpage when the logo is clicked.
3. Add additional header menu links within **Menu Settings**.
4. Adjust footer information within **Footer Settings**.
Ensure to click **Save**at the bottom to confirm your changes.
### Meta \& Analytics Page
On the Meta \& Analytics page, you can do the following:
1. Edit the **Site Name** - This can be changed at any time.
2. Edit the **Meta Description** and**Meta Image** which will appear across your Social Media Accounts.
3. Enter your **Google Tracking ID** , **Google Tag Manager** , **Facebook Pixel ID** and **Facebook Meta Tag Domain Verification**. This is optional, however, if your organization uses any of these analytics programs, we suggest entering the account details here.
See also [**Analytics Connectors**](https://chadmin.crowdchange.help/ct/Analytics-Connectors.1997897747.html), to learn more.
### Theme Settings Page
On the Theme Settings page, you can do the following:
1. Set your **Primary** site colour - this is the main colour used for borders, buttons, links, progress bars and form controls (e.g. checkboxes, radio buttons \& select boxes).
Example of Primary site colours
2. Set your Header background colour.
3. Set your Header Bar Background colour.
4. Set your Header Text colour.
5. Set your Footer Background colour.
6. Set your Footer Text colour.
7. Choose your **Font**.
1. If desired, you can also click '**Advanced settings**' to import a custom font.
---
language: "en"
---
# Allow donors to a team to split their donation amongst personal pages within the team
We offer an optional feature which can be enabled on your CrowdChange site called **Split Team Donations**.
Please note that this feature is **NOT**enabled by default.
Reach out to your Partner Success Representative today to request it be enabled on your site!
Enabling this feature will allow donors making a donation to a team page (or a personal page within a team), to select single or multiple personal pages to apply their donation to, or auto-split it evenly amongst all personal pages connected to the team.
To enable this feature at the fundraiser level, follow the steps below:
1. Login to your fundraiser
2. Click **Manage fundraiser** in the top right corner.
3. Click **Donation settings** in the menu on the left.
4. Toggle on **Allow split donation on team members.**
Here's how it looks in practice for the different user flows:
## Donating to a Team Page
1. Donor goes to a Team Page and clicks **Donate**.
2. Donor selects **General Donation.**
3. Donor selects a donation amount and an auto-split is applied to split the donation evenly across all personal pages within the team. Donor can click **Adjust**if desired to edit split amounts.
4. If desired, the donor clicks the **Adjust**button and sets specific amounts for each page.
## Donating to a specific Personal Page
### Via Team → Donate → Donate to a Page
1. Donor goes to a Team Page and clicks **Donate**.
2. Donor selects **Donate to a page**.
3. Donor selects the page they'd like to support.
4. Donor is given the option to split the donation between multiple pages, as opposed to donating solely to the specific page.
5. If **Split donation** is clicked, the user will be prompted to select which personal pages the donation should be split amongst and click **Next**.
6. At checkout, an auto-split is applied to split the donation evenly across all selected personal pages within the team. Donor can click **Adjust**if desired to edit split amounts.
7. If desired, the donor clicks the **Adjust**button and sets specific amounts for each page.
### Via Page → Donate
1. Donor goes to a Personal Page and clicks **Donate**.
2. Donor selects a donation amount and clicks **Split Donation**.
3. Donor selects the other personal page(s) they would like to split the donation between and clicks **Next**.
4. An auto-split is applied to split the donation evenly across all selected personal pages within the team. Donor can click **Adjust**if desired to edit split amounts.
5. If desired, the donor clicks the **Adjust**button and sets specific amounts for each page.
## Additional Information
### Refunds
When transaction is refunded (or disputed), all split amounts are refunded.
### Personal Page Deletion
If one of the personal pages is deleted- the donated amount will remain in the team.
### Moving Transactions Feature
Transactions that use the split donations feature **cannot** be moved to different fundraisers and **cannot** be partially refunded. If such a change needs to be made, the transaction must be fully refunded and re-done.
---
language: "en"
---
# Analytics Connectors - Google Analytics, Google Tag Manager, Facebook/Meta Pixel, Reddit, Pinterest, & TikTok
CrowdChange supports integrations with several analytics and advertising platforms, allowing organizations to track website activity, campaign performance, and completed transactions.
Analytics connectors can be configured to support both browser-based tracking (Pixels, Tags, and Analytics IDs) and server-side conversion tracking (Conversions APIs and Measurement Protocol integrations), helping improve attribution accuracy and conversion reporting.
## Accessing Analytics Connectors
To access your analytics settings:
1. Log in to your CrowdChange site with an Admin account.
2. Click **Profile → Admin**.
3. Select **Layout Settings** from the left sidebar.
4. Scroll to the **Meta \& Analytics** section.
5. Enter the desired IDs, tags, verification values, or access tokens.
6. Click **Save**.
*** ** * ** ***
## Google Analytics
### Google Analytics 4 Tracking ID
The Google Analytics 4 Tracking ID connects your CrowdChange site to your Google Analytics property and enables visitor and event tracking.
Example:
`G-XXXXXXXXXX`
#### Finding Your GA4 Measurement ID
1. Open Google Analytics.
2. Navigate to **Admin → Data Streams**.
3. Select your website data stream.
4. Copy the **Measurement ID**.
*** ** * ** ***
### GA4 Measurement Protocol API Secret
The Measurement Protocol API Secret allows CrowdChange to send completed transaction events directly to Google Analytics from CrowdChange's servers.
Server-side tracking can improve attribution accuracy and help ensure completed transactions are recorded even when browser-side tracking is unavailable.
#### Creating an API Secret
1. Open Google Analytics.
2. Navigate to **Admin → Data Streams**.
3. Select your website stream.
4. Under **Measurement Protocol API Secrets**, create a new secret.
5. Copy the generated value into CrowdChange.
*** ** * ** ***
## Google Tag Manager
Google Tag Manager allows organizations to deploy custom tracking and marketing tags without modifying website code.
Separate GTM containers may be configured for English and French versions of a site.
Example:
`GTM-XXXXXXX`
### Finding Your GTM Container ID
1. Open Google Tag Manager.
2. Select your container.
3. Copy the Container ID displayed near the top of the workspace.
*** ** * ** ***
## Meta (Facebook) Analytics
### Facebook Pixel ID
The Facebook Pixel tracks visitor activity and conversion events generated through Meta advertising campaigns.
#### Finding Your Pixel ID
1. Open Meta Events Manager.
2. Select your Pixel.
3. Copy the Pixel ID displayed under your Data Source settings.
*** ** * ** ***
### Meta Conversions API Access Token
The Meta Conversions API Access Token allows CrowdChange to send completed transaction events directly to Meta from the server.
Server-side tracking improves attribution accuracy and helps Meta deduplicate events received through both the Pixel and Conversions API.
#### Generating an Access Token
1. Open Meta Events Manager.
2. Select your Pixel.
3. Navigate to **Settings**.
4. Locate the **Conversions API** section.
5. Generate an Access Token.
6. Copy the token into CrowdChange.
*** ** * ** ***
### Meta Domain Verification
Meta may require domain verification for certain advertising features.
Verification values can be entered separately for:
* English (EN)
* French (FR)
#### Obtaining Your Verification Token
1. Open Meta Business Settings.
2. Navigate to **Brand Safety → Domains**.
3. Add and verify your domain.
4. Select **Meta-tag Verification**.
5. Copy the verification value provided by Meta.
*** ** * ** ***
## Reddit Pixel
### Reddit Pixel ID
The Reddit Pixel tracks visitor activity and conversion events originating from Reddit advertising campaigns.
Enter the Reddit Pixel ID associated with your advertising account.
*** ** * ** ***
### Reddit Ads Account ID
The Reddit Ads Account ID identifies the advertising account associated with the configured Reddit Pixel.
Enter the account ID provided within your Reddit Ads Manager account.
*** ** * ** ***
### Reddit Conversions API Access Token
The Reddit Conversions API Access Token allows CrowdChange to send completed transaction events directly to Reddit from the server.
Server-side tracking can improve conversion attribution and reporting reliability.
*** ** * ** ***
## Pinterest Tag
### Pinterest Tag ID
The Pinterest Tag tracks visitor activity and conversion events generated through Pinterest advertising campaigns.
Enter the Tag ID associated with your Pinterest advertising account.
*** ** * ** ***
### Pinterest Ad Account ID
The Pinterest Ad Account ID identifies the advertising account associated with the configured Pinterest Tag.
Enter the account ID provided within Pinterest Business.
*** ** * ** ***
### Pinterest Conversions API Access Token
The Pinterest Conversions API Access Token allows CrowdChange to send completed donation and purchase events directly to Pinterest using secure server-side tracking.
Server-side tracking can improve conversion attribution and reporting accuracy.
*** ** * ** ***
## TikTok Pixel
### TikTok Pixel ID
The TikTok Pixel tracks visitor activity and conversion events generated through TikTok advertising campaigns.
Enter the Pixel ID associated with your TikTok Ads account.
*** ** * ** ***
### TikTok Events API Access Token
The TikTok Events API Access Token allows CrowdChange to send completed transaction events directly to TikTok from the server.
Server-side tracking can improve attribution reliability and help reduce conversion data loss caused by browser privacy restrictions.
*** ** * ** ***
## Best Practices
For the most complete conversion reporting, CrowdChange recommends configuring both:
* Browser-side tracking (Analytics IDs, Pixels, and Tags)
* Server-side tracking (Measurement Protocol and Conversions API integrations)
Using both methods helps advertising and analytics platforms more accurately attribute donations, registrations, ticket purchases, sponsorships, and merchandise sales while reducing data loss caused by browser privacy restrictions.
---
language: "en"
---
# Auctions - How to host an Auction on CrowdChange
We're excited to introduce **Auctions**, a new way to bring more energy, engagement, and fundraising potential to your CrowdChange campaigns.
With Auctions, your fundraiser can now go beyond donations, tickets, merchandise, and registrations. You can showcase special items, donated prizes, exclusive experiences, gift baskets, memorabilia, travel packages, and more, all directly from your CrowdChange fundraiser.
Auctions give supporters a reason to come back, check the latest bids, save their favourite items, and stay engaged right up until closing time. Whether you are running a gala, campaign, community event, chapter fundraiser, or online giving initiative, Auctions help turn your fundraiser into a more interactive experience.
*** ** * ** ***
## What Are Auctions?
Auctions allow your organization to run an online auction directly through your existing CrowdChange fundraiser.
Once enabled, supporters can browse auction items, place bids, follow items they are interested in, and receive notifications when there is bidding activity. This creates a fun, competitive way for your community to support your cause while helping your organization raise more from donated items and experiences.
### Auction formats available
CrowdChange supports a few different auction formats, giving you flexibility based on the type of experience you want to create.
#### Standard Auction
A standard auction shows supporters the current bid and allows them to place a higher bid while the item is open.
This is a great option when you want supporters to see the momentum building and compete openly for an item.
#### Blind Auction
A blind auction hides the current highest bid from supporters.
This means bidders place their bid based on what the item is worth to them, rather than simply increasing the current bid by the minimum amount.
Blind auctions can be a great fit for high-value items, unique experiences, or situations where you want bidders to submit more intentional offers.
#### Sealed Auction
A sealed auction is a type of blind auction where each bidder can submit only one bid.
Once submitted, the bid cannot be changed.
This format works well when you want supporters to submit their strongest bid upfront.
*** ** * ** ***
## How to Enable Auctions
To enable Auctions on your fundraiser:
1. Go to your fundraiser and log in.
2. Click **Manage Fundraiser**.
3. From the dashboard, click **Purchase Options**.
4. Click **Auctions**.
5. Toggle **Enable auctions** to **On**.
6. Click **Save**.
Once Auctions are enabled, you can set your auction dates, configure anti-sniping, and start building your item list.
If you do not see **Auctions** under **Purchase Options**, please contact your CrowdChange representative to confirm whether Auctions are enabled on your site.
*** ** * ** ***
### Set Your Auction Schedule
Your auction schedule determines when bidding opens and closes.
You can set:
#### Start Date
This is when bidding opens for your auction.
#### End Date
This is when bidding closes for your auction.
These dates apply to all auction items by default. You can also set different dates on individual items if you want certain items to open or close at different times.
#### Anti-sniping
Anti-sniping helps keep the final moments of your auction fair, active, and exciting.
The number entered in the **Anti-sniping** field creates a final bidding window. If a bid is placed within that timeframe, the auction end time is extended by the same number of minutes.
For example, if your auction is set to end at **8:00 PM** and anti-sniping is set to **10 minutes** , a bid placed at **7:55 PM** will extend the auction to **8:05 PM**.
If another bid is placed at **8:02 PM** , the auction extends again to **8:12 PM**.
This helps prevent last-second bidding and gives other supporters a fair chance to respond, keeping the excitement going right until the true final bid.
*** ** * ** ***
## How to Set Up an Item
Each auction item is its own opportunity to inspire supporters. A strong title, clear description, great image, and thoughtful starting bid can make a big difference in how much attention and activity an item receives.
To create a new auction item:
1. Go to your fundraiser and log in.
2. Click **Manage Fundraiser**.
3. Click **Purchase Options**.
4. Click **Auctions**.
5. Click **Create item**.
6. Complete the item details.
7. Click **Save**.
Once saved, the item will use your main auction schedule unless you set custom dates for that specific item.
*** ** * ** ***
### Item Details
This is where you introduce the item and make it shine.
#### Item Name
Enter the name of the item as it should appear to supporters.
Examples:
* Signed Team Jersey
* Weekend Getaway Package
* VIP Event Experience
* Local Favourites Gift Basket
#### Description
Use the description to help supporters understand why the item is worth bidding on.
A great description can build excitement and answer important questions before someone places a bid.
Consider including:
* What is included
* Any restrictions or expiry dates
* Pickup, delivery, or shipping details
* Donor or sponsor recognition
* What makes the item special
* The impact of bidding on this item
For example, instead of writing "Dinner gift card," you might write:
"Enjoy a special night out with a $200 gift card to one of our favorite local restaurants, generously donated in support of this campaign. Perfect for a date night, celebration, or well-deserved treat."
**Suggested screenshot placement: Screenshot 5**
Place the first item setup screenshot here, showing **Item name** , **Description** , and the start of the **Bidding** section.
*** ** * ** ***
### Bidding Settings
This section controls how supporters can bid on the item.
#### Starting Bid
This is the first bid amount for the item.
For example, if the starting bid is $50, the first bidder must bid at least $50.
A thoughtful starting bid can help encourage early activity. For many items, it may be helpful to choose an amount that feels approachable while still reflecting the value of the item.
#### Bid Increment
This is the minimum amount each new bid must increase by.
For example, if the current bid is $100 and the bid increment is $25, the next minimum bid will be $125.
Bid increments help keep the auction moving. Smaller increments may encourage more bidding activity, while larger increments may be better suited for higher-value items.
#### Enable Buy Now
Buy Now gives supporters the option to purchase an item immediately at a set price.
When Buy Now is used:
* The supporter's payment method is charged immediately.
* The item closes.
* No further bids can be placed on that item.
Buy Now is a great option when you have a clear target price in mind, or when you want to give supporters the chance to secure a popular item right away.
*** ** * ** ***
### Auction Visibility Settings
These settings help shape the bidding experience for each item.
#### Blind Auction
A blind auction hides the current highest bid from supporters.
When Blind Auction is enabled:
* Supporters cannot see the current highest bid.
* Supporters cannot see whether they are currently winning.
* Bid history is hidden.
* Supporters only see their own bid information.
This can encourage supporters to bid based on the true value of the item to them, rather than only bidding slightly above the current amount.
#### Show Bidding History
For regular auctions, you can choose whether to show bidding history.
When enabled, supporters can view previous bids on the item details page.
When disabled, supporters will not see the full bidding history.
Please note that bidding history is never shown for blind auctions.
#### Sealed Auction
A sealed auction is a blind auction where each supporter can submit only one bid.
Once their bid has been submitted, it cannot be changed.
This creates a "best offer" style experience where every bidder has one chance to submit their strongest bid.
Please note that Sealed Auction can only be used with Blind Auction.
*** ** * ** ***
### Item Schedule
Each auction item can follow your main auction schedule, or have its own custom start and end dates.
Leave the item schedule blank if you want the item to use your general auction dates.
Set custom dates if you want an item to open or close at a different time.
This can be useful if you want to:
* Feature certain items for a limited time
* Launch new items throughout your campaign
* Keep high-value items open longer
* Create special bidding windows during an event
*** ** * ** ***
### Images
Upload images that help supporters quickly understand and get excited about the item.
Strong visuals can make your auction page feel more polished and engaging, especially when supporters are browsing multiple items.
Supported file types include:
* PNG
* JPG
* JPEG
* WEBP
*** ** * ** ***
### Additional Item Details
#### Expense
If tax receipts are enabled for auction purchases, use the **Expense** field to enter the portion of the item that is not eligible for an automated tax receipt.
For example, if an item sells for $300 and $100 should not be eligible for a tax receipt, enter $100 in the Expense field.
Please confirm your organization's receipting practices before launching your auction.
#### Fair Market Value
Enter the fair market value of the item.
This is the actual value of the item and may be used for display and reporting purposes.
#### Custom Code
Use this field for internal reporting or tracking.
For example, you may enter a SKU, package number, donor reference, or internal item code.
This code is not shown to supporters.
*** ** * ** ***
### Tips for Building a Strong Auction Item
A great auction item does more than list the details. It helps supporters imagine the experience, understand the value, and feel excited to participate.
To get the most out of each item:
* Use clear, high-quality images.
* Write descriptions that feel engaging and complete.
* Include pickup, delivery, shipping, or fulfillment details.
* Set a starting bid that encourages early participation.
* Choose a bid increment that matches the value of the item.
* Use Buy Now for items with a strong fixed value.
* Consider blind or sealed bidding for unique or high-value items.
* Promote standout items before the auction opens.
* Remind supporters when bidding is closing soon.
A strong auction item can become a mini-campaign of its own, giving supporters something specific and exciting to rally around.
*** ** * ** ***
## Bidder Actions \& Experience
Once your auction is live, supporters can browse, bid, save items, and stay connected through notifications.
This section explains what bidders can expect when participating in your auction.
*** ** * ** ***
### Browsing Auction Items
Supporters can view all available auction items from the fundraiser's auction page.
Depending on your item settings, supporters may see:
* Item name
* Image
* Status, such as Live or Closed
* Time remaining
* Current bid
* Number of bids
* Buy Now option, if enabled
* Saved items
* Items they have already bid on
This makes it easy for supporters to explore what is available, return to their favourite items, and stay involved throughout the campaign.
*** ** * ** ***
### Viewing an Individual Item
Supporters can click into an auction item to see more details before placing a bid.
Depending on your settings, the item page may show:
* Item image
* Item description
* Current bid
* Number of bids
* Time remaining
* Starting bid
* Bid increment
* Minimum bid
* Fair market value
* Buy Now price, if enabled
* Bid history, if enabled
This gives supporters the information they need to bid confidently.
**Suggested screenshot placement: Screenshot 2**
Place the individual auction item screenshot here to show what a bidder sees when reviewing an item.
*** ** * ** ***
### Logging In Before Bidding
To place a bid, supporters must log in to their CrowdChange account.
If a supporter tries to bid while logged out, they will be prompted to log in or create an account before continuing.
This ensures each bid is connected to a valid user account.
*** ** * ** ***
### Adding a Payment Method
Before placing a bid, supporters must add a valid payment method to their account.
If they do not already have a payment method saved, they will be prompted to add one before their bid can be submitted.
This helps create a smoother checkout experience when the auction closes, since winning bids are charged automatically.
*** ** * ** ***
### Placing a Bid
Once logged in and once a payment method has been added, supporters can bid on live auction items.
Supporters may be able to:
* Click the automatic next bid button
* Enter a custom bid amount
* Use Buy Now, if enabled
* Save items they want to follow
* View items they have bid on
The automatic next bid is based on the current bid plus the bid increment.
For example, if the current bid is $100 and the bid increment is $25, the next minimum bid is $125.
All bids are final and cannot be cancelled by the bidder.
*** ** * ** ***
### Saved Items and My Bids
Supporters can save items they are interested in and view items they have already bid on.
This makes it easier for bidders to return to the auction, follow their favorite items, and jump back in when the competition heats up.
*** ** * ** ***
### Bidder Notifications
Supporters can configure auction notifications from their settings.
Notifications may be available by:
* Email
* SMS, if configured
Supporters can receive notifications when:
* They place a bid
* They are outbid
* They win an auction item
These notifications help keep bidders engaged and encourage them to return when there is new activity on an item they care about.
*** ** * ** ***
### How Bidders Are Charged
Bidders are not charged when they place a standard bid.
Instead, their payment method is charged if they win the item when the auction closes.
#### If the bidder wins an item
Their saved payment method is automatically charged for the winning bid amount after the auction ends.
#### If the bidder uses Buy Now
Their saved payment method is charged immediately, and the item closes right away.
#### If the payment fails
The bidder will be notified and prompted to update their payment method. The fundraiser admin will also be notified so they can follow up if needed.
There is no "bid now, pay later" option. A valid payment method must be added before bidding.
*** ** * ** ***
### Important Notes for Bidders
* Bidders must log in before placing a bid.
* Bidders must have a payment method on file before bidding.
* Bids are final and cannot be cancelled by the bidder.
* Standard bids are only charged if the bidder wins.
* Buy Now purchases are charged immediately.
* Winning bids are charged automatically when the auction closes.
* Covered fees do not apply to auction purchases, so the bidder pays the exact winning bid or Buy Now amount.
---
language: "en"
---
# Badges and Milestones
A great way to incentivize fundraising is to set up custom **Badges** and **Milestones**!
**Milestone Notification Emails**can be sent when a Fundraiser, Team or Personal Page reaches certain goals.
For example, when a Fundraiser reaches 50% of it's goal or a personal/team page raises it's first $1,000.
These emails are sent to the Fundraiser Owner and Personal / Team Page Owners, **NOT** to donors.
**Badges** can be created and linked to Milestones to reward achievers with a virtual prize - they are included in the Milestone Notification Emails, and displayed publicly on the achiever's personal or team page:
## Setting up Milestone Notification Emails \& Badges
To customize and provide pre-built templates for Milestone Notification Emails, follow the steps below:
1. Go to **Profile → Admin → Communication Settings → Milestones**.
2. Click **Create milestone** .
3. Name the milestone and **select a trigger** from the '**When**' dropdown (Eg: Page Created, End of an event, Certain amount raised, certain number of donations reached, etc).
4. Select the Group which this milestone applies to (Eg: the Fundraiser owner, a page owner, registrant etc).
5. Enter a specific value which should trigger the milestone.
See the example milestone below which will be sent to page owners when they reach $1000 raised.
Now you will have the option of adding a **Badge**to the milestone email. See example screenshot below. This is an awesome way to reward fundraisers for their hard work and support of your cause! You can select from our pre-built badges, or upload your own custom badge image using the pencil icon.
Finally, ensure to fill out the **Message Body** section which sets what text will appear in the milestone notification email. See example below.
If you would prefer not to send an email notification for this milestone, simply toggle on the '**Skip sending email for this milestone**' option.
When you are finished creating your milestone email template, click the **Save**button.
Now, when a Fundraiser Owner goes to **Manage Fundraiser → Milestones** , they will be able to click **Create Milestone** and create their own milestones. They can see all active milestones but those set at the Admin level are only editable by Admin users.
## Editing Milestone Notification Emails \& Badges
You can come back to the **Admin** or **Fundraiser Level** Milestones Menus at any time to made adjustments to existing milestones, delete them, or add more.
To access the Admin Milestones Menu, go to **Profile → Admin → Communication Settings → Milestones**.
To access the Fundraiser Level Milestones Menu, go to **Manage Fundraiser → Milestones**.
---
language: "en"
---
# Beta - Moving a Transaction to a Different Fundraiser
We have recently released a new feature in Beta, that allows certain types of transactions to be moved from one fundraiser to another within the same CrowdChange site.
**Please Note:** This feature is **NOT**available by default and must be enabled by CrowdChange staff.
Once enabled, moving these transactions can be done from the[**Admin Donations Report**](https://chadmin.crowdchange.help/ct/How-to-Access-the-Admin-Donations-Report.2025226327.html?t=lsmx9P7KHk1WU6-3G11a4w).
Simply select a transaction and click '**Move Transaction**' at the bottom of the transaction panel:
You will be prompted to select the fundraiser you'd like to move the transaction to, and (if applicable), the purchase options in the new fundraiser you'd like to map current purchase options to.
*** ** * ** ***
**When moving a transaction, the following data will be moved:**
* The transaction information, purchase options \& answers to custom registration questions.
* Any related team information (if a team is being moved, custom questions for the team).
* Any related personal page information (if attached pages are moved, custom questions for the pages).
* Any donations moving with pages (including custom reg. question answers, purchase options, etc).
**Transactions can only be moved to another fundraiser if these conditions are met:**
* Fundraisers must be within the same CrowdChange site.
* Fundraisers must be connected to the same bank account.
* Fundraisers must allow for transfer (see more details below), for example:
* You cannot move a transaction with tickets to a fundraiser without tickets.
* You cannot move a transaction attached to a personal page to a fundraiser that has no personal pages.
**Transactions can NOT be moved if the fundraiser / transaction has:**
* Activity tracker
* eCards / Tribute cards
* Donation matching applied
* Promo codes applied
* If there would be any changes to the total price (e.g. If tickets don't match in pricing, etc)
**NOTE:**The inclusion of the above features will be addressed in further iterations of Moving Transactions.
**Additional Notes:**
* If a transaction is attached to a registration which is attached to a personal page:
* The personal page will be moved to the new fundraiser, along with all its attached transactions.
* You are able to select a new team or no team from the new fundraiser.
* If the transaction was made to a personal page or a team:
* You are able to select a new team or page from the new fundraiser.
* If tickets / apparel / registration / sponsorship are involved:
* Transaction must be manually mapped to purchase options in the new fundraiser.
* Coming soon - If both fundraisers were created from a Master Template, this will be automatic.
* Admin must select new ticket / apparel / registration / sponsorship that matches the price of the existing purchase option (e.g. A $10 ticket cannot be mapped to a $5 ticket, a free ticket cannot be mapped to a $1 ticket, etc).
* Limits will be checked (to ensure the purchase option is not sold out and would go over the limit).
* Ticket / apparel / registration / sponsorship counts will be properly updated in both fundraisers.
* If custom questions are involved:
* Custom questions must be manually remapped.
* Coming soon - If both fundraisers were created from a Master Template, this will be automatic.
* For now, all current responses are archived (Question + response from current transaction is shown) and the user is forced to provide responses to any new questions. The user must copy/paste, or enter that data themselves.
* If custom questions cannot be mapped (e.g. Fundraiser A had 5 questions and Fundraiser B has 2 questions):
* Existing answers are archived, not deleted, so that they can be accessed in future updates.
* A warning is shown before trying to move the transaction, saying that custom questions will not be moved, and will be archived instead, and the user will need to provide new answers manually.
* The user must fill in the new custom questions.
* Amounts are updated for all affected fundraisers, teams \& pages.
---
language: "en"
---
# Blueprint Child Event Permissions
Within each Blueprint, there is a dedicated permissions page for child events, allowing you to set exactly which controls are available to non-admin fundraiser owners.
This provides flexible, granular access control for organization Admins managing large campaigns.
To access this page within a Blueprint, follow the steps below:
1. From anywhere on your CrowdChange site, click **Profile → Admin** in the top right corner.
2. On the left sidebar, click **Blueprints** .
3. Click on the specific blueprint.
4. Click **Child Events Permissions**on the bottom-left within the Blueprint dashboard.
5. On the **Child Events Permissions** page, you will be able to set the access controls.
6. When you are finished adjusting the settings, click Save.
**Please Note:**
Setting to **Anyone** means that fundraiser owners will be able to change it.
Setting to **Admin** means only site Admins will be able to change it.
Setting to **No one** means no one will be able to change it.
---
language: "en"
---
# Changing the 'Show my name as' options
If you would like to specify exactly what options are available to donors within the 'Show my name as' field at checkout, we offer the ability to set these options at the Admin, Blueprint or Fundraiser level.
Please note that this functionality is not enabled by default - Reach out to your Partner Success Representative to request it be enabled on your CrowdChange site.
Once enabled on your site, follow the steps below to set the 'Show my name as' options at the **Admin** level:
1. Go to your CrowdChange site and **Log In**with your Admin credentials.
2. Click **Profile** in the top right corner, then **Admin**.
3. On the left sidebar, click **Fundraisers Settings** , then **Show name as**.
4. From this page, you can enter your own custom display name options for donors to select from.
If no custom options are entered, the default list will be used.
*** ** * ** ***
You can also set these options at the **Blueprint** level or at the **Fundraiser**level:
* To set them at the Blueprint level, go to **Admin → Blueprints → Donation Settings → Donor Name Display Settings** (of a specific BP).
* To set them at the Fundraiser level, go to the fundraiser and click **Manage Fundraiser** **→ Donation Settings \> Donor Name Display Settings**.
---
language: "en"
---
# Community Feed Block - How to share updates on your fundraiser, team or personal fundraising page
The Community Feed is a social engagement feature that allows fundraiser owners, team captains, and personal page owners to share updates, celebrate achievements, and engage with supporters directly on their fundraising pages.
Community Feed helps keep supporters informed throughout a campaign by making it easy to post updates, share photos and videos, celebrate fundraising milestones, and encourage ongoing participation.
*The Community Feed allows page owners to share updates, media, and milestones while keeping supporters engaged throughout their fundraising journey.*
*** ** * ** ***
## Creating a Post
Page owners can create and publish updates directly from the Community Feed section.
### To create a post:
1. Navigate to your Fundraiser, Team, or Personal Fundraising Page.
2. Locate the **Community Feed** block.
3. Enter your message in the text field.
4. Optionally add media or a milestone.
5. Select any additional options:
* Hide comments
* Pin post
6. Click **Post**.
*Enter your update directly into the Community Feed composer before posting.*
*** ** * ** ***
## Adding Images, GIFs, and Videos
Community Feed posts can include media to make updates more engaging and visually appealing.
Depending on your site's configuration, page owners may be able to add:
### Images
Upload photos from your device to share event updates, fundraising progress, thank-you messages, or campaign highlights.
### GIFs
Add GIFs to celebrate milestones, thank donors, or create fun and engaging updates.
*GIFs can be added to make Community Feed updates more engaging and celebratory.*
### Videos
Share video content to tell your story, provide campaign updates, or thank supporters.
*Videos from YouTube, Vimeo, or Twitch can be added via the* ***Video*** *button*
*** ** * ** ***
## Milestone Posts
Community Feed includes milestone-sharing functionality that helps page owners celebrate fundraising achievements.
When a page reaches certain fundraising milestones, CrowdChange may display a suggested post that can be shared with a single click.
Examples include:
* Reaching a fundraising amount goal
* Reaching a donation count milestone
* Earning an Activity Tracker badge
Page owners can choose to:
* Share the milestone immediately
* Dismiss the suggestion
If dismissed, the same milestone prompt will not continue to appear repeatedly.
*When a milestone is reached, page owners can quickly share their achievement with supporters.*
*** ** * ** ***
## Following a Page
Supporters can follow Fundraiser, Team, and Personal Pages to stay informed about future updates.
### Registered Users
Logged-in users can click **Follow Page** and automatically receive Community Feed notifications using the email address associated with their account.
### Anonymous Visitors
Visitors who do not have a CrowdChange account can subscribe to updates using their email address or SMS notifications (if enabled).
*Supporters can follow a page to receive future Community Feed updates and notifications.*
*** ** * ** ***
## Notifications
When a new Community Feed post is published:
* Followers receive a notification about the update.
* Email notifications include a direct link back to the page.
* Followers can unsubscribe at any time.
* Users can manage their notification preferences within their CrowdChange profile settings.
*** ** * ** ***
## Comments and Reactions
Community Feed is designed to encourage supporter engagement.
### Reactions
Supporters can react to posts and comments.
Anonymous visitors may react without creating an account.
### Comments
Supporters can comment on Community Feed posts to show encouragement and interact with page owners.
Please note:
* Commenting requires a registered CrowdChange account.
* Comments are subject to spam and profanity filtering.
* Site administrators may disable comments entirely.
*Supporters can engage with Community Feed posts through reactions and comments.*
*** ** * ** ***
## Pinning Posts
Page owners can pin important posts to keep them visible at the top of the Community Feed.
Pinned posts are ideal for:
* Campaign announcements
* Event reminders
* Fundraising challenges
* Sponsor acknowledgements
* Thank-you messages
To pin a post, select **Pin Post** before publishing.
*** ** * ** ***
## Community Feed Configuration (Admins)
Administrators can customize the appearance and functionality of the Community Feed block through the Fundraiser Design Editor.
### Available Configuration Options
#### Appearance Settings
* Block title
* Title alignment
* Background colour
* Accent colour
* Background image
* Mobile background image
* Background opacity
* Title text colour
#### Content Controls
* Allow comments
* Allow images
* Allow videos
* Allow GIFs
#### Page-Specific Settings
Separate Community Feed settings can be configured for:
* Team Pages
* Personal Pages
This allows administrators to control which Community Feed features are available across different page types.
*Administrators can customize both the appearance and functionality of the Community Feed block.*
*** ** * ** ***
## Best Practices
We recommend posting regularly throughout your campaign to keep supporters engaged.
Popular Community Feed content includes:
* Fundraising progress updates
* Donor thank-you messages
* Event photos
* Team achievements
* Activity Tracker accomplishments
* Milestone celebrations
* Calls to action encouraging donations or participation
Frequent updates help maintain momentum and encourage supporters to return to your page throughout the campaign.
---
language: "en"
---
# Connecting with Strava
If you already use Strava to track your fitness activity, you can quickly connect your Strava account to CrowdChange so that tracked activity going forward is also tracked in CrowdChange.
Please note that our Strava integration only works with distance based Activities (km or miles).
Once enabled, all supported data from your Strava activities (**going forward**) is automatically transferred to your selected activity within the CrowdChange Activity Tracker.
Here's how you can set this up!
## How to Connect to Strava
1. Go to your **Participant Center** (click the icon at the top of your screen).
2. Click the **Personal Pages** tab under your name.
3. Click on your specific personal page tile.
4. Scroll down to the **Activity Tracker** section (Your Current Activity will be shown).
5. Click **Manage Activity** (pictured bottom right above).
6. You will be taken to the Activity Tracker Dashboard of your personal page.
7. Click **Connect with Strava** (pictured above).
8. You will be redirected to Strava's website where you must log in to your Strava account.
9. You will then be prompted to authorizethe required permissions for the integration to function.
10. Click **Authorize**and you will be redirected to CrowdChange where you will see Strava is now connected.
Distance based entries you make in Strava will now be automatically reflected within your CrowdChange Activity Tracker.
---
language: "en"
---
# Cover Image Block - How to update the banner image on your fundraiser
The Cover image block (also referred to as the banner or hero image) appears at the top of your fundraiser and is one of the most visible elements of your public-facing page. It helps set the tone for your campaign and supports your branding.
View of the **Cover image block** using the **Fullscreen** layout on a fundraiser
*** ** * ** ***
## How to edit the Cover image block
To edit the Cover image block, follow the below steps:
* Go to your CrowdChange page and **Log in**
* Once on the fundraiser you would like to edit, click **Manage fundraiser**
* Once on the Fundraiser dashboard, click **Design your fundraiser**
* Hover over the fundraiser's current cover image and click **Edit**
* On the right sidebar that appears, scroll down and expand the **Content** section
* Click the pencil icon to change the current image
* Select the new image from your computer, crop and edit if desired, and click **Save**
* At the bottom of the sidebar, click **Save** to confirm and publish your changes
The **Edit** button on the **Cover image block** within the **Design your fundraiser** function
*** ** * ** ***
## Cover image block layouts
Within the **Layout** section of the Cover image block, you can choose how your banner image is displayed at the top of your fundraiser. Each layout option offers a slightly different visual presentation to match your campaign style. Once a layout is selected, images are then added in the **Content** section. Below is a list of the potential layouts used in the **Cover image block**.
* **Full screen** (default) - Displays your cover image across the full width of the page in a bold, immersive hero format. This layout is ideal for high-impact visuals and branding-focused campaigns.
* **Gallery** - Allows you to upload multiple images that rotate in a slideshow format, creating a dynamic and engaging visual experience for visitors.
* **Centered** - Displays the image in a more contained format with content centered on the page, offering a balanced and structured look.
* **Sideway** - Positions the image beside your key content instead of above it, creating a split-layout design. This layout can be aligned left or right.
Each image format has different recommended dimensions - these are listed below. Please note that regardless of Layout settings, the **mobile** version of your cover image remains the same.
| **Cover image format** | **Dimensions** |
|------------------------|----------------|
| Full screen | 1920x699 |
| Gallery | 1920x699 |
| Centered | 1228x420 |
| Sideway | 1056x1000 |
| Mobile | 750x480 |
*** ** * ** ***
### Using a video in place of your Cover Image
You can use an externally hosted **Video** on your fundraiser in place of your **Cover image** . CrowdChange can host videos, or live streams hosted on **Youtube** , **Vimeo** , or **Twitch** . Please note that these videos must be available publicly in order to show up on your page - they cannot be private. Unlisted videos are supported as long as the link is accessible to all. **Livestream links** , as well as **Youtube Shorts** are both supported via the **Cover image block**.
If you choose to feature a video on your page, it will automatically play upon accessing the fundraiser - the video will be muted, unless the user clicks on it, in which case it will popup over the screen, and play with sound.
While this replaces your cover image on the fundraiser page, the fundraiser tile on the main CrowdChange site, and meta images (for sharing on social media and other sources) are still drawn from the Cover Image, so please ensure you still have something added in this area.
*** ** * ** ***
### Customizing Buttons
You can adjust what **buttons** are displayed within the **Cover image block** , what text is shown on each button, and how each button is displayed on **mobile devices** , as well as on **Personal** and **Team fundraising pages**.
To access this element of the **Cover image block**, follow these steps:
* Go to your CrowdChange page and **Log in**
* Once on the fundraiser you would like to edit, click **Manage fundraiser**
* Once on the Fundraiser dashboard, click **Design your fundraiser**
* Hover over the fundraiser's current cover image and click **Edit**
* On the right sidebar that appears, scroll down and expand the **Buttons** section
Once you have expanded the **Buttons** section, you can edit each individual button. You are able to:
* Adjust the text on each button (for example, you could change *Tickets* to display *Buy tickets*)
* Decide which button is shown in which order by dragging and dropping the button up or down
* Decide if a button is always shown on mobile (by default the first button will be shown, and other options will be hidden behind an expandable menu - this is for space saving purposes
* Adjust whether or not the button is **Filled** or **Outlined**
* On Personal and Team Pages, you can choose whether or not a button is shown at all, and if it is shown, whether or not the settings shown on the main fundraiser page are adopted, or unique settings are applied
---
language: "en"
---
# Cross-Fundraiser Teams & Registration Feature
For child sites (sub-sites) with Multi-Registration enabled, we provide some **optional**extra functionality, described below, to give added flexibility to registrants.
These features were built for large scale fundraising campaigns with many locations / branches. For example, a nation-wide event with satellite locations in all provinces or cities.
**Please Note:** These features are **NOT**enabled by default - Reach out to your Partner Success Representative today to discuss how they can benefit your campaign!
* **Cross Fundraiser Teams**- This feature allows registrants to one fundraiser/location the option of joining a team from a different fundraiser/location. The registrant's personal page will be created under the 'Cross-Fundraiser Team', allowing them to be registered in the initial fundraiser/location, but fundraise for a team in another location.
* **Cross Fundraiser Registration (Sub-Feature)**- Cross-Fundraiser Teams must be enabled to use this sub-feature. This sub-feature adds the ability for registrants to change the fundraiser/location they are registering to during their registration. Any filled-in registration details would be removed and they would be redirected to register to the new fundraiser/location.
To use the Cross-Fundraiser Teams \& Registration features, the following must be in place:
1. The site being used must be a child site (sub-site).
2. Multi-Registration must be enabled at the sub-site level.
3. Cross Fundraiser Teams \& Cross Fundraiser Registration must be enabled at the sub-site level.
4. Multi-Registration must be enabled on the fundraiser(s) as detailed in [this article](https://chadmin.crowdchange.help/ct/How-to-Link-Registrations-to-Personal-&-Team-Pages.2022834277.html?t=lsmx9P7KHk1WU6-3G11a4w).
## Cross-Fundraiser Teams in Action
When registering to an event with both Multi-Registration and Cross-Fundraiser Teams enabled, you have the option of joining a team from a different fundraiser/location. Simply check the box highlighted below when joining a team. You can then search for a team on a different location, or scroll through the list.
This option is also available from the '**See All**' teams list on a fundraiser/location, as shown below:
Lastly, the option is also shown within the **Edit**menu of users' personal fundraising pages.
Please note that doing as shown above and changing the team a personal page is connected to - to a cross-fundraiser team - does not change (within Admin Reports) the location/fundraiser attached to the page owner's registration nor the donations on their page. It is mainly a front-end change.
## Cross-Fundraiser Registration in Action
When the Cross-Fundraiser Registration feature is enabled, registrants have the option of switching the location/fundraiser they are registering to during registration. They can do so via the 'Change' button highlighted below. Then they will be shown a list of the other locations/fundraisers to select from.
If they filled-in any registration details, these would be removed and they would be redirected to register again at the new fundraiser/location.
---
language: "en"
---
# CrowdChange Image Editor
The CrowdChange Image Editor allows you to make a wide variety of useful, beautiful edits to your fundraiser cover photo, and other Admin images such as Site Logo, Meta Image, and Tax Receipt images.
Check out all of the features below!
* Crop, Rotate, Zoom \& Flip images (*0:18*)
* Resize images with custom dimensions (*2:34*)
* Add filters to change the look of your images (*1:00*)
* Adjust Brightness, Contrast, Saturation, Exposure, Temperature, Gamma, Clarity \& Vignette (*1:21*)
* Annotate \& Decorate with Sharpie, Eraser, Lines, Arrows, Rectangles, Ellipses \& Text (*1:58*)
* Add a Frame or Margin to your image (*2:23*)
* Redact portions of your image (*2:28*)
[https://www.youtube.com/watch?v=PQO4FEUW3s0\&ab_channel=CrowdChange](https://www.youtube.com/watch?v=PQO4FEUW3s0&ab_channel=CrowdChange)
---
language: "en"
---
# CrowdChange Notifications
CrowdChange is equipped with a host of informative email notifications for each type of user role.
Here is an in-depth overview of existing notifications, their triggers, and which user roles are required to receive them.
| **Notification Name** | **Trigger** | **Sent To** |
|---------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|--------------------------------------------------------|
| *****Related to basic fundraiser actions***** |||
| Fundraiser created (Welcome / Confirmation) | Fundraiser created | * Fundraiser owner |
| New fundraiser created (Admin Notification) | Fundraiser created (maybe with pending approval status) | * Site Admins |
| Fundraiser Owner Invite | Fundraiser created | * Fundraiser owner |
| Fundraiser Approved | Fundraiser approved by Admin | * Fundraiser owner |
| Fundraiser Rejected | Fundraiser rejected (not approved) by Admin | * Fundraiser owner |
| Fundraiser Updated (Admin Notification) | Fundraiser updated by an owner | * Site Admins |
| New Personal Page Created (Admin Notification) | Personal fundraising page created by a user | * Site Admins |
| Personal Page Created (Team Captain Notification) | Personal fundraising page created by a user within a team | * Team Captain / Owner |
| New Personal Page Created | Personal fundraising page created by a user | * Fundraiser owner * Personal page owner |
| Personal Page Registered | Personal fundraising page created by a user and registration paid (if "My event requires registration" option is selected in Fundraiser settings) | * Fundraiser owner * Personal page owner |
| Personal Page Deleted | Personal fundraising page deleted by a user | * Site Admins |
| Personal Page Restored | Personal fundraising page restored by an admin | * Personal page owner |
| User Invite | Personal page created by an Admin or fundraiser owner | * General user (maybe even not registered) |
| New Team Created (Admin Notification) | Team page created for fundraiser | * Site Admins |
| New Team Created | Team page created for fundraiser | * Fundraiser owner |
| Team Deleted | Team fundraising page deleted by a user | * Site Admins |
| Team Restored | Team fundraising page restored by an admin | * Team page owner / Team captain |
| Team Captain Invite | Team page created for fundraiser | * Team Captain / Owner |
| Fundraiser Auto-Closed (Admin Notification) | Fundraiser closed automatically at a certain date / time (as set with the "Stop accepting funds on date" option). | * Site Admins |
| Fundraiser Auto-Opened (Admin Notification) | Fundraiser opened automatically at a certain date / time (as set with the "Start accepting funds on date" option). | * Site Admins |
| Fundraiser Managed Page Created | Personal page created through managed pages | * Personal Page owner |
| Fundraiser User Invite | User invited to manage fundraiser | * Invited user |
| Fundraiser - Zero Raised | Sent when fundraiser is created but hasn't raised any money in \[x\] (5/10/15) days. Only sent to Campus and HQ site types. | * Fundraiser owner |
| Upcoming Event | Sent \[x\] (4/7) days before the event. There are 2 different templates - one for events that sell tickets, and one for regular events. Only sent to Campus and HQ site types. | * Fundraiser owner |
| Fundraiser Support Message (Admin Notification) | User has a technical or refund request and clicks the Contact Us button (without addressing to the host). | * Site Admins |
| Fundraiser Support Message | User has a fundraiser-related question and clicks the Contact Us button (with question for the host option). | * Fundraiser owner |
| Milestone Notification | Automatically sent out on set triggers. | * Depends on trigger |
| *****Related to additional fundraiser options***** |||
| Test Mode Enabled (Admin Notification) | Test mode enabled for a fundraiser (fundraiser not shown to general public) | * Site Admins |
| Test Mode Disabled (Admin Notification) | Test mode disabled for a fundraiser | * Site Admins |
| Fundraiser Archived (Admin Notification) | Fundraiser archived by a fundraiser owner (fundraiser closed and hidden from the list of fundraisers) | * Site Admins |
| Fundraiser restored from archive (Admin Notification) | Fundraiser restored from archive by a fundraiser owner (it will remain closed, but shown in the list of fundraisers, FO is able to re-open it as well) | * Site Admins |
| Fundraiser Closed (Admin Notification) | Fundraiser closed by an owner (stop collecting donations) | * Site Admins |
| Fundraiser Re-opened (Admin Notification) | Fundraiser re-opened by an owner (start collecting donations again) | * Site Admins |
| Fundraiser Deleted (Admin Notification) | Fundraiser deleted by an owner | * Site Admins |
| Event stopped ticket sale (Admin Notification) | Ticket sale stopped for an event by fundraiser owner (donations still collected, but tickets not available) | * Site Admins |
| Event re-opened ticket sale (Admin Notification) | Ticket sale re-opened for an event by fundraiser owner | * Site Admins |
| eCard Copy | At the same time when original eCard is sent to recipient | * Donor (if send me a copy is selected) |
| eCard | eCard purchased \& sent (Not a notification, but the eCard itself) | * eCard Recipient |
| eCard Sent | | * Donor (as confirmation) |
| Mail Template Custom | New email template created (with Mailing List or Milestone type) | * As specified in a Fundraiser Mailing List |
| Payment Link | Link for pending Offline Donation requested from interface | * Certain email owner |
| Scanner Email | Sent out when someone invites a ticket scanner to their event | * Fundraiser owner * User invited to be Ticket Scanner |
| Tribute Copy | At the same time as original tribute is sent to recipient (when completing a donation if purchasing cards were required) | * Donor |
| Tribute | When completing a donation if purchasing cards were required | * Personal page's owner |
| Subscription Auto-Cancelled | Recurring donations were cancelled as campaign stopped | * Fundraiser owner * Donor |
| Subscription Cancelled (Admin Notification) | Recurring donations were cancelled | * Site Admins |
| Subscription Cancelled | Recurring donations were cancelled | * Fundraiser owner * Donor (as confirmation) |
| Subscription - Card Expiring Soon (Admin Notification) | Card linked to recurring donations will be expired soon (in \* days) | * Site Admins |
| Subscription - Card Expiring Soon | Card linked to recurring donations will be expired soon (in \* days) | * Donor |
| Subscription - Card Was Updated | Card linked to recurring donations was updated (expiry date or CVS/CVV changed) | * Donor (as confirmation) |
| Subscription Changed (Admin Notification) | Recurring donation date was changed | * Site Admins |
| Subscription Changed | Recurring donation date was changed | * Donor (as confirmation) |
| Subscription - Recurring Donation Failed (Admin Notification) | Transaction could not be processed (3 more tries then it will be cancelled) | * Site Admins |
| Subscription - Recurring Donation Failed | Transaction could not be processed (3 more tries then it will be cancelled) | * Donor |
| Subscription Charge Error - Cancelled (Admin Notification) | Transaction cancelled after 3 additional tries to process | * Site Admins |
| Subscription Charge Error - Cancelled | Transaction cancelled after 3 additional tries to process | * Donor |
| *****Related to reports and transactions***** |||
| Daily Summary | Sent out every morning (contains summary of amounts raised, teams and pages created for previous day) | * Fundraiser owner |
| Monthly Summary | Sent out every 1st day of month in the morning (contains summary of amounts raised, teams and pages created for previous month) | * Fundraiser owner |
| Weekly Summary | Sent out every Monday morning (contains summary of amounts raised, teams and pages created for previous week) | * Fundraiser owner |
| Daily Summary (Admin Notification) | Sent out every morning (contains summary of amounts raised, teams and pages created for all Site's fundraisers for previous day) | * Site Admins |
| Monthly Summary (Admin Notification) | Sent out every 1st day of month in the morning (contains summary of amounts raised, teams and pages created for all Site's fundraisers for previous month) | * Site Admins |
| Weekly Summary (Admin Notification) | Sent out every Monday morning (contains summary of amounts raised, teams and pages created for all Site's fundraisers for previous week) | * Site Admins |
| New Donation Received (Admin Notification) | New donation was made for a fundraiser | * Site Admins |
| New Donation Received | New donation was made for a fundraiser | * Fundraiser owner |
| New Donation Received | New donation was made for a personal page | * Personal page owner |
| New donation was made to your team page | New donation was made for a team page | * Team owner |
| Donation was disputed for my fundraiser | | * Fundraiser Owner |
| Donation disputed (Admin Notification) | | |
| Dispute Reverted (Admin Notification) | | |
| Donation was refunded | Transaction was refunded | * Fundraiser owner * Donor (of certain transaction) |
| Donation refunded (Admin Notification) | Transaction was refunded | * Site Admins |
| Tax Receipt Ready | Tax receipt for a certain transaction issued | * Donor (of certain transaction) |
| Tax Receipt Reissued | Tax receipt for a certain transaction re-issued | * Donor (of certain transaction) |
| Tax Receipt Voided (Admin Notification) | Tax receipt for a certain transaction voided | * Site Admins |
| Tax Receipt Voided | Tax receipt for a certain transaction voided | * Donor (of certain transaction) |
| Subscription - Annual Tax Receipt | Sent out in the beginning of a year from Tax Receipt report and includes attached annual tax receipt for recurring donations | * Donor |
| Subscription - Recurring Donation Receipt | Sent for every instance of a recurring donation (optional) | * Donor |
| ReportFundraisers | Admin → Report → Fundraisers Report → Excel | * Whoever requested it |
| ReportPayout | Admin → Report → Payout Report → Excel | * Whoever requested it |
| ReportRegistrations | Admin → Report → Registrations Report → Excel | * Whoever requested it |
| ReportSubscriptions | Admin → Report → Recurring Donations Report → Excel | * Whoever requested it |
| ReportSummary | Admin → Report → Summary Report → Excel | * Whoever requested it |
| ReportTaxReceipts | Admin → Report → Tax Receipts Report → Excel | * Whoever requested it |
| ReportTaxReceiptsZipFile | Admin → Report → Tax Receipts Report → Zip | * Whoever requested it |
| ReportTransactionsSummaryAdmin | Office → Transactions Report | * Whoever requested it |
| TransactionCreatedMail | Transaction created without email address | * Fundraiser owner / Site admin |
| TransactionCreatedOwnerFirst | The first donation was made for a fundraiser | * Fundraiser owner |
| TransactionRecurring | New recurring donation was made for a fundraiser | * Donor |
| *****Related to Payment Processing***** |||
| BraintreeDisputeCreated | | * Donor |
| Payout Failed (Stripe) | | * Stripe account owner |
| Funds deposited to my bank account (Payout Paid) | | * Stripe account owner |
| Required billing info is missing | | * Stripe account owner |
| *****Accounts related***** |||
| TwoFactorCode | 2-Factor Authentication code request | * User |
| LoginNewLocationNotification | Office login from new location | * Office user |
| Password Reset | User requests a password reset via Log In menu | * User |
| Verify Notification | Verification request from user Profile or when setting up email templates (if account was not verified yet) | * Certain email owner |
---
language: "en"
---
# Custom Questions for Teams & Personal Pages
Need to gather specific information from Team Captains or Personal Page creators? You're bound to love our custom questions feature for Teams \& Personal Pages!
Using it, you can create questions (including conditional questions), which are asked when someone is creating a team or personal page, via our simplified peer-to-peer, or multi-registration workflows.
Please note that this feature is **NOT**enabled by default.
Reach out to your Partner Success Representative today to explore how this functionality could benefit your campaign!
See instructions below for how to set up Team and Personal Page Questions:
Setting up Team Questions
## Setting up Team Questions
1. On a fundraiser where Team Fundraising Pages are enabled, click**Manage Fundraiser** , then**Peer to Peer settings** on the left sidebar.
2. Click **Team Fundraising Pages** and scroll down to **Custom Questions**.
3. Click **Add Question** to create a custom team question.
4. Select your question **Type** (Text, Checkboxes, Dropdown, Waiver or Multi-line text), sub-type (if applicable), fill out the details of your question, and click **Save** when finished.
5. Add in as many questions as needed (optional, conditional or required), ensuring to **Save**.
6. When creating a new team, creators/captains will be asked the custom questions.
1. During the normal "Start a Team" process:
2. During the multi-registration team creation process:
Setting up Personal Page Questions
## Setting up Personal Page Questions
1. On a fundraiser where Personal Fundraising Pages are enabled, click**Manage Fundraiser** , then**Peer to Peer settings** on the left sidebar.
2. Click **Personal Fundraising Pages** and scroll down to **Custom Questions**.
3. Click **Add Question** to create a custom personal page question.
4. Select your question **Type** (Text, Checkboxes, Dropdown, Waiver or Multi-line text), sub-type (if applicable), fill out the details of your question, and click **Save** when finished.
5. Add in as many questions as needed (optional, conditional or required), ensuring to **Save**.
6. When creating a new personal page, creators will be asked the custom questions during the normal (non multi-reg) "Start a Fundraising Page" process:
## **Conditional Questions**
You can also ask **Conditional Questions** within your Team and Personal Page Custom Questions.
These are questions which will only show up if a certain condition is met relating to a previous question.
For example, a question like '*What is your team's registration number?* ' could appear after the response '*Yes* ' is given for '*Is your team registered with X organization?*'.
To set this up, you will create both questions you would like your donors to answer (following the instructions above) - the Parent question, and the Child question.
The Parent question must be either a **Single Selection** or **Multiple Choice** question - it cannot be a **Text** or **Waiver**question. See example parent question below:
Now you can create the Child question and set it to appear only if a specific answer is given to the Parent question. To do so, once you've created it, toggle on **Set Conditions**.
Here you can select the (Parent) question which the Child question should be linked to, and determine what answers should cause the Child question to appear. See example below:
Be sure to click **Save** in the bottom right when you are finished.
## Additional Information
The answers to these questions will be visible in the Admin **Teams Report** and **Personal Pages Report**.
Additionally, the answers to these questions are editable from the **Manage my Team** / **Manage my Page** → **Team Settings / Page Settings** menus at any time.
If using **Blueprints**, you will have the ability to set these questions at the blueprint level and apply to all connected fundraisers.
If you require the ability to set**Custom ID's** for each question, reach out to your Partner Success Representative for this feature to be enabled on your site.
---
language: "en"
---
# Customizing your fundraiser UI & design
CrowdChange's offers a fully customizable fundraising page with detailed options for branding, layouts and content!
Fundraisers are built in a 'block' structure and are designed on a block-by-block basis with each section representing a different element of your fundraiser. Personal \& team pages will inherit the visual format of the overall fundraiser. *These layouts will appear slightly differently on mobile devices for screen optimization.*
Full-screen "Hero" Layout
Full-screen Gallery Layout - Same as "Hero", but with slideshow of multiple images.
*** ** * ** ***
**Please Note** : Before you can access editing features, you must click **Manage your fundraiser** as shown below.
From your fundraiser dashboard click **Design your fundraiser** and click the "**Edit**" button in the top right corner.
## Blocks and Design Controls
The fundraiser UI uses the 'block' structure, whereby fundraiser pages are built on a block-by-block basis. As shown in the image below, you have the ability to **add** , **edit** , **move** , **hide** or **delete** blocks.
There are different types of blocks available depending on the settings of your fundraiser and each has a different function. Here are the block types with a brief description:
* **Donation Progress** block - Shows total amount raised, progress bar, fundraiser goal (if enabled), amount raised by teams and pages, number of donors, as desired. This block is very customizable.
* **Text**block - Allows you to enter a header title and text body.
* **When and Where** block - Allows you to display date(s) and pinpoint a geographic location.
* **Leaderboard**block - Allows you to display Top or Recent Donations, Top Teams and Top Pages.
* **Join fundraiser** block - Displays option to Join Fundraiser and create P2P pages. If a user has already joined they will see a list of any created pages with a 'Take me there' button.
* **Customer support**block - Displays 'Contact Us' button which brings up a contact form for support.
* **Purchase options** blocks - These will show up as Registrations, Tickets, Apparel or Sponsorsblocks depending on the settings of your fundraiser. They provide a quicker way for users to see and select purchase options.
* **eCards**block - Available if eCards is enabled within fundraiser settings. Allows you to display select eCards on your fundraiser's main page.
## Fundraiser and Layout Options
For Admins and Fundraiser Owners managing their fundraiser, options such as **Edit** , **Offline Donations** , **Mailing List, Reports, Purchase options** and more will be found under the fundraiser dashboard when clicking **Manager fundraiser** in the top left corner of the screen.
Basic color and style options are found under **Theme Settings** , but to edit the overall design of the page, you must click the **Gear** icon on below the theme setting.
Once you click the**Gear**icon, a scrollable side panel will appear on the right with more fundraiser options.
This is where you can go to edit your fundraiser title, choose which buttons are shown and in what order, change the layout, images, background and more. Be sure to scroll down and click **Save**.
## Share Feature \& Block
The **Share** feature has also been updated, with more sharing options now available such as **QR code** , **WhatsApp** , **Twitter** , and **sharing to other apps**. The Share button also now exists within it's own block.
The text, design and placement of the Share block can be customized by following these steps:
1. From the fundraiser, go to **Manage fundraiser → Design your fundraiser**.
2. Click the **Gear** icon that appears while hovering over the **Share block.**
3. From the Sharing menu, you can make adjustments to the Share block as shown below.
## A Note on P2P Pages
Personal and Team fundraising pages will inherit the visual format of the overall fundraiser, including buttons shown. The position of the 'Manage my Page' (or Team) and 'Share' buttons also follows the new design.
To navigate from your personal fundraising page to the main fundraiser or your connected team page, you must now click **Fundraiser and team details**, then select either the fundraiser or the team page.
## Customizing Button titles on a page-by-page basis
Button titles can differ depending on placement - you can have a different setup on your **Main fundraiser page** , **Team** and **Personal fundraising pages** . Depending on your needs, you can adjust this by following these steps within the **Design your fundraiser** function:
1. Click on the **Edit** button within the **Cover image**
2. Click **Buttons**
3. Click the **Gear icon**beside the button you wish to adjust
4. Scroll and click either **Settings for team pages** , or **Settings for personal pages**
5. Make any changes on the following page, then click **Save**
Adjusting the label on the "Donate" button on **Team fundraising pages**
---
language: "en"
---
# Data included in Donations Lists and Amount Raised Bars
## Donations Lists
Donations Lists are shown on fundraisers where the '**Show list of donors** ' feature is enabled in fundraiser settings, and they can be either **Top Donations** or**Recent Donations**, depending on the option selected.
* **Top Donations** lists 10 donations sorted by highest amount. Blank ($0) amounts are sorted by name.
* **Recent Donations** lists 10 donations sorted by the most recent.
Clicking the '**See All** ' button within either list will show **ALL**donations, sorted by most recent.
* These lists always include the donor display name (entered in the '**Show my name as**' field at checkout), and the amount donated unless the donor chose to hide amount. Donors can choose the name they would like to be shown (My name, Anonymous, Family Friend, Supporter, or 'Enter your own name'), and can decide whether to show or hide their donation amount.
* Only Donations, Self-Donations, Sponsorships and Matched amounts are shown in Donations Lists.
* Tickets, apparel, and registrations are **not** included in the amounts shown for each donor.
* If the amount is hidden, or $0 (for example, a ticket purchase only) - only the name is shown with a blank donation amount.
## Amount Raised Bars
Raised amounts include both 'hidden' and 'anonymous' donations and are calculated as follows:
* **On Fundraisers**
* \[Total Amount without covered or deducted fees\] + \[Matched Amounts\] - \[Refunds\]
* Note: Total Amount **includes** tickets, apparel, registrations, and sponsorships
* **On Teams**
* \[Donations to Team\] + \[Donations to Pages\] + \[Self-Donations to Pages\] + \[Matched Amounts\] + \[Sponsorships\] - \[Refunds\]
* Note: Donations do **NOT** include tickets, apparel, or registrations.
* **On Personal Pages**
* \[Donations to Page\] + \[Self-Donations to Page\] + \[Matched Amounts\] + \[Sponsorships\] - \[Refunds\]
* Note: Donations do **NOT** include tickets, apparel, or registrations.
---
language: "en"
---
# Default User Notifications
As an Admin on your CrowdChange site, you are able to set the default state of notifications preferences for all new fundraiser owners. To do so, follow the simple steps below.
1. From any where on your CrowdChange site, click **Profile → Admin** in the top right corner.
2. Click **Communication Settings** on the left sidebar, then **Default User Notifications**.
3. You will see a notifications menu identical to the one in your profile notifications menu. However, any changes made here will affect all new users and any user that has not yet set their own preferences.
Users who have already set their own personal notifications preferences will not be affected.
---
language: "en"
---
# Design your Fundraiser - How to adjust the front-end user interface of your campaign on CrowdChange
## Designing Your Fundraiser with Blocks
CrowdChange gives you full control over the look, feel, and structure of your fundraiser through our flexible **block-based design system**.
Every fundraiser page is built using individual content "Blocks." Each block represents a specific section or feature of your page, such as your donation progress, text content, leaderboard, registration options, or sharing tools. This modular structure allows you to fully customize the front-end experience without affecting the core functionality of your fundraiser.
Using the **Design Your Fundraiser** tool, you can:
* Add new blocks to highlight key content
* Edit existing blocks to update text, layout, or display settings
* Reorder blocks to control the flow of your page
* Hide or remove blocks that are not relevant to your campaign
* Customize layout styles, images, background settings, and button visibility
Because the page is built block-by-block, you can tailor your fundraiser to match your organization's branding, campaign goals, and audience needs. Personal and Team fundraising pages will automatically inherit the overall visual style of the main fundraiser, ensuring a consistent and professional appearance across your campaign.
This flexible structure makes it easy to create anything from a simple donation page to a fully featured event with tickets, registrations, merchandise, sponsorships, peer-to-peer fundraising, and more, all while maintaining complete design control.
*** ** * ** ***
## How to access **Design your fundraiser** functionality
To access the **Design your fundraiser** functionality, please follow the below steps:
* Go to your CrowdChange site and **Log in**
* Access your fundraiser and click **Manage fundraiser** in the upper right-hand corner of your campaigns' cover image
* Once on the **Fundraiser dashboard** , click **Design your fundraiser**
The **Design your fundraiser** button within the **Fundraiser dashboard**
*** ** * ** ***
## Fundraiser blocks overview
Below is an overview of the core blocks available within the **Design Your Fundraiser** tool, along with a brief description of each.
* **Cover Image Block** - Displays your fundraiser's main banner or hero image at the top of the page, allowing you to upload, edit, and customize the visual header that defines your campaign's look and feel.
* **Sharing Block** - Provides built-in sharing tools including social media options, QR code generation, and direct link copying, making it easy for supporters to promote your fundraiser.
* **Donation Progress Block** - Showcases your total amount raised, progress toward your goal, donor count, and optionally team and personal page totals, helping drive momentum and transparency.
* **Text Block** - Allows you to add custom headings and body content to share important details, storytelling, sponsor recognition, or calls to action.
* **Join Fundraiser Block** - Displays the option for participants to join the fundraiser and create personal or team fundraising pages, and provides quick access to pages already created by a logged-in user.
* **Purchase Option Blocks (Tickets, Registration, Apparel \& Merchandise, Sponsors, eCards, Tribute Cards)** - Highlights your enabled purchase options in dedicated sections, allowing supporters to quickly view and complete transactions related to event tickets, registrations, merchandise, sponsorship packages, and card purchases.
* **Leaderboard Block** - Displays Top or Recent Donations, Top Teams, and Top Personal Pages to encourage friendly competition and recognize supporter contributions.
* **Gallery Block** - Showcases multiple images in a gallery or slideshow format, helping you visually highlight your cause, past events, or campaign impact.
* **Customer Support Block** - Displays a "Contact Us" button that opens a support form, allowing visitors to quickly reach out with questions or inquiries related to your fundraiser.
---
language: "en"
---
# Donation Progress Block - how to track amount raised and goals on your fundraiser
The **Donation progress block** displays key fundraising metrics on your fundraiser page, including the total amount raised, your goal (if enabled), and optional totals like **Raised by teams** , **Raised by pages** , and **Donors**.
This block now supports **stretch goals**, meaning that if your fundraiser exceeds its goal, the progress indicator can display progress above 100%, and you can optionally show a "goal exceeded" celebration hint and customize the exceeded progress colors.
If your fundraiser has a goal enabled, it will be shown in the **Donation progress block** . If you elect to display this block without a goal set, it will count **overall funds raised**, without showing a goal.
The **Donation progress block** on a peer-to-peer fundraiser
*** ** * ** ***
## How to edit the Donation progress block
To edit the Donation progress block, follow the below steps:
* Go to your CrowdChange page and Log in
* Once on the fundraiser you would like to edit, click **Manage fundraiser**
* Once on the Fundraiser dashboard, click **Design your fundraiser**
* Scroll to the **Donation progress** block, and click the **Edit** button
* Make your updates (Layout, Appearance, Content, etc.)
* Click **Save** to publish your changes
*** ** * ** ***
## How to add a Donation progress block
If your fundraiser is missing a Donation progress block, it is possible it was previously deleted. To restore it, please follow these steps:
* Go to your CrowdChange page and Log in
* Once on the fundraiser you would like to edit, click **Manage fundraiser**
* Once on the Fundraiser dashboard, click **Design your fundraiser**
* Within the user interface, between any two blocks, click the **Plus** icon
* The list of available blocks will then be shown, select the **Donation progress** block
* Click **Save** if prompted
*** ** * ** ***
## Layout options
Within the **Layout** section, you can control how the Donation progress block is displayed on the page:
* **One column** - Displays your fundraising progress in a single, streamlined section.
* **Two columns** - Displays a larger primary panel on the left (for example, total raised and the progress chart) and a secondary panel on the right for additional stats (for example, raised by teams, raised by pages, donors).
### Primary block
The **Primary block** is the main metric shown in the Donation progress block. In the **Raised amounts** section, you can choose to display:
* **Raised amount**
* **Goal**
If the **Goal** is enabled, you can edit the goal amount directly in this panel. Please note, updating this goal value will also update the fundraiser goal in the fundraiser's **General settings**.
### Secondary blocks
The **Secondary blocks** section allows you to show or hide additional fundraising stats, such as:
* **Raised by teams**
* **Raised by pages**
* **Donors**
You can toggle each secondary block on or off. If needed, you can also promote a secondary stat to be the main display by selecting **Make primary**.
*** ** * ** ***
## Stretch goals and goal exceeded settings
When your fundraiser exceeds its goal, the Donation progress block can visually display progress beyond 100% (for example, 115%), which supports stretch goal momentum and helps communicate that the campaign is continuing to grow.
Within the **Appearance** settings, you can also enable and customize:
* **Celebrate goal reached** - Shows a celebration confetti effect when the goal is reached.
* **Exceeded goal hint** - Displays a short celebration label near the progress chart when the goal is exceeded (the text is customizable, and is designed for short messages like "Goal exceeded!" or a stretch goal callout).
* **Exceeded progress bar color** - Allows you to set a separate color for the exceeded portion of the progress bar or chart, making stretch progress visually distinct from standard progress.
Tip: If you are testing these settings while editing, use the fundraiser preview in the **Design your fundraiser** view to confirm how the goal reached and goal exceeded states look before publishing.
*** ** * ** ***
## Appearance
The **Appearance** section controls how the Donation progress block looks, including the progress visualization and colors.
### Progress bar style
You can choose between:
* **Donut chart** - A circular progress chart, ideal for highlighting percent-to-goal.
* **Horizontal bar** - A more traditional progress bar display.
### Color settings
You can also customize:
* Background color
* Primary block background color and text color
* Secondary block background color and text color
* Progress bar color
* Filled progress bar color
* Exceeded progress bar color (stretch goals)
---
language: "en"
---
# Donation Widget Links & UTM Tracking - How to see which links, emails, and campaigns drive your donations
CrowdChange now helps you answer a question every fundraiser asks: *which email, post, or campaign actually raised the money?*
You can build trackable **Donation Widget Links** that open your embedded donation form with the details you choose, tag them with standard **UTM** campaign parameters, and see exactly what each link produced. CrowdChange also automatically tags the links it creates on your behalf, including shares, emails, e-cards, tributes, QR codes, and more. That means you get attribution data even for traffic you never tagged yourself.
This article covers:
* How to create and manage Donation Widget Links
* How UTM tracking works in CrowdChange
* Which CrowdChange channels are tracked automatically
* How attribution is decided when a donor clicks more than one link
* Where to see your data in reports and exports
## What's Included
Three connected features work together:
* **Donation Widget Links:** a link builder in your Donation settings. Create a short, shareable link that opens your embedded donation form with presets, and track the clicks and completed donations each link produces.
* **UTM capture and reporting:** CrowdChange now captures UTM parameters from any traffic that reaches your site, not just links built with the link builder. UTM values appear in your reports, filters, and CSV exports.
* **Automatic channel tracking:** donations, registrations, and new fundraiser, team, and personal pages are tagged with the CrowdChange channel that drove them, in addition to any UTMs already on the link.
## Before You Begin
* The link builder appears once the embedded donation form feature is enabled on your fundraiser. This feature is not enabled by default. If you don't see it, reach out to your Partner Success Representative. See [How to Use Embedded Donation Forms](https://chadmin.crowdchange.help/ct/how-to-use-embedded-donation-forms.md) for setup.
* You'll need Admin access, or access to manage the fundraiser, to create links.
* You'll need the web address of the page on your own website where your embedded donation form lives. The link takes donors there and opens the form automatically.
## How to Create a Donation Widget Link
1. Go to your CrowdChange site and **Log In**.
2. Go to the fundraiser your embedded donation form is connected to and click **Dashboard**.
3. Click **Donation settings** in the menu on the left, then click **Donation widget links** . **\[VERIFY: exact menu path\]**
4. Click **Create link**.
5. Fill in the link details (see the table below).
6. Click **Save** to generate your link.
7. Copy the short link and share it anywhere: social posts, newsletters, ads, partner sites, QR codes, or text messages.
### Link Builder Fields
| Field | Required? | What it does |
|---------------------------------|-----------|------------------------------------------------------------------------------------------------------------------------------------------------|
| **Destination URL** | Required | The web address of the page on your website where your embedded donation form lives. Donors are sent here when they click your link. |
| **Reference source** | Required | A name you choose to identify this link in your reports, for example `spring-newsletter`. |
| **Donation type** | Optional | Presets whether the form opens on a one-time, monthly, or annual donation. Only the options available on your fundraiser are shown. |
| **Amount** | Optional | Presets the donation amount when the form opens. |
| **In support of** | Optional | Presets the fund or purpose the donation supports. Shown only when donors can choose an "in support of" option at checkout. |
| **Language** | Optional | Sets the language the form opens in: automatic, English, or French. Shown only if your fundraiser is bilingual. |
| **Campaign tracking** | Optional | `utm_source`, `utm_medium`, `utm_campaign`, `utm_term`, and `utm_content`, in their own section. See Using UTM Parameters in Your Links below. |
| **Additional query parameters** | Optional | Any other parameters you'd like passed through to your page. |
### What Happens When Someone Clicks Your Link
1. CrowdChange records the click.
2. The donor is sent to your website, to the page you entered as the URL.
3. Your embedded donation form opens automatically with the presets you chose (amount, frequency, fund, and language), and your ref source is attached to the donation.
Any other parameters already on the link, such as tracking IDs added by a social platform, are preserved and passed along.
## How to Manage Your Links
The **Donation widget links** page lists every link you've created in one table. For each link you can see:
* The link's **ref source** name
* **Clicks** on the short link
* **Completed donations** attributed to the link. Only donations that were actually completed are counted, not abandoned checkouts.
You can also **copy** a link at any time and archive a link from the 3-dot menu in line with each link.
## Using UTM Parameters in Your Links
UTM parameters are a standard way to describe where traffic comes from. If you already use them with Google Analytics (GA4) or other marketing tools, you can use the same values in CrowdChange so the two stay in sync.
| Parameter | What it tells you | Example |
|----------------|---------------------------------------------|--------------------------|
| `utm_source` | Where the visitor came from | `newsletter`, `facebook` |
| `utm_medium` | The type of channel | `email`, `social` |
| `utm_campaign` | The campaign the link belongs to | `spring-appeal` |
| `utm_term` | Optional keyword or audience detail | `monthly-donors` |
| `utm_content` | Optional detail to tell similar links apart | `button-a` |
A few things to know:
* `utm_source`**and** `utm_medium`**are the two that need values** for UTM tracking to work. `utm_campaign`, `utm_term`, and `utm_content` are optional.
* CrowdChange stores the five standard UTM parameters above, plus `ref_source`. Other parameters, such as `utm_id`, are ignored.
* If a link already includes UTM parameters, CrowdChange never changes them. Your own campaign tagging is always preserved, and values from two campaigns are never mixed.
* You don't have to use the link builder to benefit. UTM parameters on **any** link to your CrowdChange site, for example in an email sent from another tool, are captured and reported.
## What CrowdChange Tracks Automatically
You don't need to tag anything for the channels below. CrowdChange adds UTM parameters to the links it generates, so donations, registrations, and new fundraiser, team, and personal pages are attributed to the channel that drove them.
Tracked automatically:
* **Every share option:** Facebook, X, LinkedIn, WhatsApp, copy link, the native share menu, share QR codes (including the Instagram story QR code), and shares sent by email or SMS from CrowdChange. See [Sharing Block](https://chadmin.crowdchange.help/ct/sharing-block-social-media-qr-codes-email-sms-and-.md).
* **Every email sent by CrowdChange**, tagged by type: Email Center sends, custom milestone emails, e-cards, tributes, invitations (owner, user, team captain, and scanner invites), receipts and tickets, and all other automated emails.
* **E-cards and tributes**, including both the web view link and the SMS delivery link.
* **Printed auction item sheets**, through their QR codes.
* **Embedded donation forms**, which pick up UTM parameters from your own website's URL (see Embedded Donation Forms on Your Website below).
Not tracked: **payment-link SMS messages.** A payment link completes a transaction that already exists rather than creating a new donation, registration, or page, so there is nothing new to attribute.
### Reference: Values CrowdChange Uses
Use this table when you need to filter a report, or recognize a CrowdChange channel in Google Analytics.
| Where the link appears | `utm_campaign` | `utm_source` / `utm_medium` |
|--------------------------------------------------------|----------------------|-------------------------------------|
| Share: Facebook, X, LinkedIn, WhatsApp | `share` | the network / `social` |
| Share: copy link | `share` | `copy_link` / `link` |
| Share: native share menu | `share` | `native_share` / `link` |
| Share QR code (dialog, download, or emailed) | `share` | `qr_code` / `qr_code` |
| Instagram story QR code | `share` | `instagram` / `qr_code` |
| Share by email or SMS from CrowdChange | `share` | `email` / `email`, or `sms` / `sms` |
| Email Center send | `email_center` | `email` / `email` |
| Custom milestone email | `milestone` | `email` / `email` |
| E-card or tribute (web view) | `ecard` or `tribute` | `card_view` / `referral` |
| E-card or tribute (SMS delivery) | `ecard` or `tribute` | `sms` / `sms` |
| Invitation emails (owner, user, team captain, scanner) | `invite` | `email` / `email` |
| Receipts, tax receipts, and tickets | `receipt` | `email` / `email` |
| Other automated emails | `automated_email` | `email` / `email` |
| Printed auction item sheets | `auction_item_sheet` | `qr_code` / `qr_code` |
`utm_content` identifies the specific page the link belongs to: a fundraiser, team, personal page, or auction item, for example `fundraiser-12` or `team-34`. It never contains personal information.
**Using Google Analytics?** The `utm_medium` values match GA4's default channel groupings: `social` appears as Organic Social, `email` as Email, `sms` as SMS, and `link` and `referral` as Referral. `qr_code` has no default GA4 channel, so you may want to add a custom channel group for it.
## How Attribution Works
When a donor clicks more than one link before donating, CrowdChange needs to decide which one gets the credit. It uses **last-touch attribution**, the same model GA4 and most marketing tools use: the most recent campaign link the donor opened wins.
* **Saved in the donor's browser.** UTM values are stored in the visitor's browser, so every tab on that browser sees the same values.
* **The latest link replaces the previous one.** Opening any link with a UTM parameter or a `ref_source` replaces everything saved before it, even if the new link has fewer parameters. Values from two campaigns are never blended.
* **Direct visits keep the campaign.** If the donor returns by typing your web address, using a bookmark, or clicking between pages, the saved values stay in place.
* **30-day window.** Saved values expire 30 days after the original campaign click. A later direct visit doesn't extend the window.
* **Per browser only.** Attribution doesn't follow a donor to a different browser or device. A private browsing window, or cleared site data, starts with nothing saved.
* **Records never change.** Once a donation, registration, fundraiser, team, or personal page is created, its recorded UTM values stay the same.
### Example
| Step | What the donor does | What's recorded |
|------|---------------------------------------------------------------------------------------|--------------------------------------------------------------------------|
| 1 | Opens link A (`utm_source=facebook`, `utm_campaign=share`) and donates | `facebook` / `share` |
| 2 | Opens link B (`utm_source=newsletter`, `utm_medium=email`) in another tab and donates | `newsletter` / `email`. Link A is fully replaced. |
| 3 | Returns 10 days later by typing your web address | Still `newsletter` / `email`. A direct visit keeps the saved campaign. |
| 4 | Opens link C, which has only `ref_source=partner-site` and no UTMs | Ref source `partner-site` with no UTMs. Link C replaces link B entirely. |
| 5 | Returns 31 days after clicking link C | Nothing is recorded. The 30-day window has expired. |
## Where to See Your Data
UTM values are captured on donations, registrations, fundraisers, teams, and personal pages, and appear in:
* **Reports:** filter the **Donations, Registrations, Teams, Personal Pages, Fundraisers,** and **Revenue** reports by UTM parameter.
* **CSV exports:** UTM values are included in the Transactions, Teams, Personal Pages, Fundraisers, and Registration report exports.
* **API:** the same UTM data is available through the API, following the same pattern as `ref_source`.
UTM filters match any part of the value, the same way the existing **Ref source** filter does. A registration uses the UTM values from its checkout transaction.
### Useful Report Filters
Use these filters to answer common questions. They work the same way across the Donations, Registrations, Teams, Personal Pages, and Fundraisers reports and their CSV exports.
| To see... | Filter by |
|---------------------------------------|------------------------------------------------------------------------------------|
| Donations driven by any share | `utm_campaign` = `share` |
| Donations from social shares only | `utm_campaign` = `share` and `utm_medium` = `social` |
| Donations from an Email Center send | `utm_campaign` = `email_center` |
| Donations from e-cards or tributes | `utm_campaign` = `ecard` or `tribute` |
| Donations driven by one page's shares | `utm_campaign` = `share` and `utm_content` = the page's ID (for example `page-56`) |
## Embedded Donation Forms on Your Website
If your donation form is embedded on your own website, CrowdChange also picks up UTM parameters from your site's URL. When a donor lands on your website from a campaign link, the embedded form saves those values using the same last-touch model and 30-day window described above, and carries them into the donation.
Your embedded donation form is recorded as the channel for the transaction, so the **Ref source** field only ever contains a value you set yourself.
## Things to Know
* **Links are for tracking and presets, not conditional logic.** UTM and URL parameters are used for tracking and reporting. They can't currently be used to fill in custom fields or trigger conditional questions on your donation form.
* **Payment-link SMS messages aren't tracked**, as described above.
* **Email links.** CrowdChange only adds tracking to links in its emails that point to your CrowdChange site or e-card pages, never to external websites. Only the underlying link is tagged. The text donors see in the email, such as a page link, still shows the clean web address.
* **Attribution is per browser.** If a donor clicks your link on their phone and donates later on their laptop, the donation won't be attributed to the link.
* **Ref source and UTMs work together.** Ref source is a label you type to name a link, while UTM values describe the channel and campaign. Use both for the clearest reporting.
## Frequently Asked Questions
**Do I need to use the link builder to track UTMs?** No. UTM parameters on any link to your CrowdChange site are captured and reported. The link builder simply makes it easy to create trackable links with presets for your embedded, and standard, donation forms.
**Can I still use Google Analytics or Google Tag Manager?** Yes. Nothing about your existing analytics setup changes. CrowdChange uses the same last-touch model as GA4, so the two should tell a consistent story. See [Analytics Connectors](https://chadmin.crowdchange.help/ct/analytics-connectors.md).
**Will existing donations show UTM values?** UTM values are recorded from the time this feature is released.
**Does tracking work on embedded forms, not just my CrowdChange pages?** Yes. The embed picks up UTM parameters from your own site's URL and carries them into the donation.
**Does this track SMS, e-cards, or tributes?** Yes. E-card and tribute sends are tracked (both the web view and SMS delivery link), as are shares sent by SMS from CrowdChange. The only exception is payment-link SMS messages.
**What if a donor clicks two different links before donating?** The most recent link wins. See How Attribution Works above.
**Can I deactivate a link?** Yes. You can archive a link from the Donation widget links page.
If you have questions or need help setting up tracking for an upcoming campaign, reach out to your Partner Success Representative.
---
language: "en"
---
# Donor Advised Funds - DAFpay by Chariot Integration
DAFpay is a payment method powered by our partnership with[Chariot](https://www.givechariot.com/). It allows donors to make Donor Advised Fund (DAF) gifts directly within your CrowdChange donation forms. Major DAF providers are supported, including Fidelity, DAFGiving360, Vanguard, National Christian Foundation, and more.
## What is a Donor Advised Fund?
A Donor Advised Fund is a charitable savings account created solely to support nonprofit organizations that donors care about. When money, or more complex assets such as stock, crypto, or real estate, are deposited into a DAF, donors are immediately credited with a tax receipt and can then invest those funds, which grow tax-free. Donors can direct their DAF to make grants to 501(c)(3) nonprofit organizations at any time. Additionally, using DAFpay by Chariot, these DAF donations can be made instantly and seamlessly online within a nonprofit's own donation forms. Donor Advised Funds are a rapidly growing giving channel, with $326B set aside for giving in DAFs (2024 year-end).
### **Key Benefits of Donor Advised Fund (DAF) Payments**
1. **Larger donations:** DAF funds are already set aside for charitable giving, and DAF gifts are often larger than typical online card donations.
2. **Ideal donor experience:** DAFpay reduces friction by keeping the DAF gift flow embedded in your donation experience.
3. **Identify DAF donors:** DAF donors can self-identify at the time of giving, helping your team steward these donors more effectively.
We're excited to offer this Donor Advised Fund payment option, which we believe will support your fundraising efforts and provide a more streamlined experience for your donors. If you have any questions or need guided assistance, feel free to reach out to our support team.
## How to Manage Your Chariot DAFpay Integration
DAFpay is enabled by default for all US-based partners, and you can opt out at any time by contacting our Customer Support Team. Send an email to [support@crowdchange.co](mailto:support@crowdchange.co) and our team would be happy to assist.
### Important: Claim and verify your Chariot account (recommended)
To manage incoming DAFpay gifts and avoid potential delays or fees, we strongly recommend that nonprofits claim and verify their Chariot account. This creates a Chariot Deposit Account (CDA).
If you do not have a CDA:
* DAFpay gifts may be routed through the DAFpay Network (DPN).
* Gifts routed via DPN may be subject to DPN terms, including a 60-day holding period and a check handling fee, the lesser of $25 or 10%.
Claim your Chariot account (CDA) here -
*** ** * ** ***
### Making a Donation with DAFpay
Once setup is complete, DAFpay will be available as a payment option at checkout within your CrowdChange donation forms.
Example of DAFpay at checkout
Clicking the button at the bottom will launch the DAFpay checkout process.
The donor will be prompted to select their DAF provider and connect with their login credentials.
Once logged in, they can quickly and seamlessly complete their DAF payment.
**DAFpay is a fast, safe, and secure payment method.** When you donate through DAFpay, your data is always safe and secure. Chariot's servers run on Amazon Web Services (AWS), which means top-of-the-line protection that evolves with the latest universal industry standards. Third parties will never have access to any of your donors' data, and the information you pass is fully encrypted using industry-vetted protocols.
Chariot's technology follows the same standards utilized for linking bank accounts to financial applications such as Venmo. No grants will ever be submitted without donor verification and consent, ensuring that you are fully in control of all your activity through the modal. Chariot prides itself first and foremost on security and is constantly ensuring that its security measures keep to the highest standards.
### FAQ
**Do I need a Chariot Deposit Account (CDA) to use DAFpay?**
In most cases, a CDA is not required to offer DAFpay. However, claiming and verifying your Chariot account is strongly recommended to help ensure gifts arrive without added delays or handling fees.
**Where will DAFpay appear for donors?**
DAFpay appears within the donation experience at checkout, embedded in your donation form flow.
**What is "Gift Processing" and do I need it?**
Gift Processing is a separate Chariot product. Most Gift Processing functionality is only available to nonprofits that sign up for a Chariot subscription, typically designed for larger nonprofits. If you're interested, contact Chariot to learn more.
**Additional Resources**
For further information, check out the below articles which go deeper into the DAF market and DAF donors.
[Breaking Down the Donor Advised Fund Market In 2022](https://www.google.com/url?q=https://www.givechariot.com/post/breaking-down-the-donor-advised-fund-market-in-2022&sa=D&source=docs&ust=1718805807008163&usg=AOvVaw3sNECphlS1gWIkOxpc75kA)
[Top 9 Takeaways for Nonprofits from the 2024 National Study on Donor Advised Funds](https://www.google.com/url?q=https://www.givechariot.com/post/top-9-takeaways-for-nonprofits-from-the-2024-national-study-on-donor-advised-funds&sa=D&source=docs&ust=1718805807008328&usg=AOvVaw3_ki52TzI_HONRq7Jt8zxK)
[Who uses a DAF?](https://www.google.com/url?q=https://www.givechariot.com/post/who-uses-a-daf&sa=D&source=docs&ust=1718805807008367&usg=AOvVaw3ug7oz6LwBG5g9B-IP_7MD)
[So... What is a DAF? Donor Advised Funds 101 for Fundraisers](https://www.google.com/url?q=https://www.givechariot.com/post/so-what-is-a-daf&sa=D&source=docs&ust=1718805807008399&usg=AOvVaw2RlxXel15DP4MboDs0ZTpw)
[The 15 top takeaways from Fidelity Charitable's 2024 DAF report](https://www.google.com/url?q=https://www.givechariot.com/post/the-15-top-takeaways-from-fidelity-charitable-s-2024-daf-report&sa=D&source=docs&ust=1718805807008441&usg=AOvVaw2KGOajImKAkwQizyDnfIBo)
---
language: "en"
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# DonorPerfect Integration with CrowdChange
CrowdChange is able to connect with your organization's DonorPerfect account, and automatically upload relevant data to DonorPerfect instantly on a transaction-by-transaction basis.
Is your organization using DonorPerfect, but has not been set up for integration with CrowdChange? For a one-time fee, we can connect your site to DonorPerfect. This cost goes towards the creation and maintenance of the connection between CrowdChange and DonorPerfect.
For details, feel free to contact your Partner Success Manager!
## **What do you need from DonorPerfect?**
In order for you to connect your CrowdChange site to DonorPerfect, you need to request an API key (which is a long series of letters, numbers, and special characters) from them directly. This is then generated in your DonorPerfect account. Reach out to your contact at DonorPerfect to ask for an API key to connect to your CrowdChange account, and they can set this up for you.
### **Setting the connection up on your CrowdChange site**
Once you have secured the API key from DonorPerfect, this needs to be entered into your CrowdChange site. Please follow these steps to do this:
1. Go to your CrowdChange site and log in to your account.
2. In the upper right-hand corner of your screen, click **Profile → Admin.**
3. In the sidebar of the **Admin** dashboard, click **Integrations** → **DonorPerfect Integration**.
4. Toggle on **Enable Integration** and paste the API key into the text box. Be sure to click **Save** once these steps are completed.
Your API key must match **exactly**with what has been provided to you by DonorPerfect. Please use the copy and paste function to input your API key in order to avoid errors.
### **Applying the connection to your campaigns**
Once your site has DonorPerfect Integration enabled, and you have entered your API Key, when creating or editing fundraisers you will now have an option called **Import to DonorPerfect** under the **Advanced Features** section of the **Additional Settings**page.
When creating a fundraiser you will have the option to enter in the following codes:
* Campaign Code
* General Ledger Code
* Appeal (Solicitation) Code
If any of these codes are set, there will be a check if it already exists in DonorPerfect when a transaction is imported. If a code already exists, it will be used to import the transaction with that value. If it does not exist, a new code will be created in DonorPerfect that will have Fundraiser's Name as `DESCRIPTION`, and Campaign Code as `CODE`.
This can be updated later by clicking "Manage Codes" in DonorPerfect:
If `Codes` are **not set**, they will be set to empty field in the DonorPerfect system.
### **Data Passed to DonorPerfect**
#### Donor
Donor is only created when we cannot find a match to an existing donor in DonorPerfect. CrowdChange will initially look for donors by matching their email address to your DonorPerfect account, then by first name, last name, city, and ZIP/Postal Code. If all fail, then a new donor will be created with the following fields:
* Salutation (Title)
* First Name
* Last Name
* Address (street, city, state, zip, country)
* Email
* No Mail (subscription status)
* Address Type = HOME
* Donor Type = Individual
* Created By = CrowdChange Inc.
#### Gift
Gift is a transaction on your CrowdChange site. Gifts are created with the following fields:
* Donor (links to either existing or newly created donor)
* Amount (full transaction amount, including fees)
* Currency
* Campaign (if was set in Fundraiser settings)
* General Ledger (if was set in Fundraiser settings)
* Appeal Code (if was set in Fundraiser settings)
* Receipt = Yes if tax receipt was issued, otherwise No
* Tax Receipt Number
* Tax Receipt Status
* Tax Receipt Date
* Pledge Payment = No
* Split Payment = No
* Do Not Calculate = No
* Batch Number = 0
* Reference Number = Transaction ID in CrowdChange
* Receipt Delivery = Email
* Record Type = Gift
### **Refunds**
When a refund or dispute happens, three things occur in DonorPerfect:
1. **Original Gift is modified**
* Record Type = A (Adjustment)
* Modified By = CrowdChange Inc.
* Modified Date
2. **New Adjustment Gift is created**
* Amount = Negative amount of original transaction (\[amount\] x -1)
* Record Type = H
* Gift Date = refund date
3. **New Resulting Gift is created**
* Amount = 0
* Record Type = C
* Gift Date = refund date
### **Looking for Support?**
You can always reach out to CrowdChange Support at [support@crowdchange.co](mailto:support@crowdchange.co) with any technical requests. Or simply click the blue **Help**button at the bottom right of this page!
---
language: "en"
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# Double the Donation Integration
CrowdChange now integrates with the '**Double the Donation**' donation matching platform.
Double the Donation helps nonprofits increase revenue by providing technology and resources to take advantage of matching gift programs in the corporate space. Many nonprofits miss out on revenue simply because donors are unaware of their employers' matching gift programs.
This integration allows donors to your CrowdChange fundraisers to select their company before checkout, learn whether or not they have a matching gift program, and find out how to apply for it.
Here is the prompt donors will see at checkout **before**completing their donation:
And here is an example of company donation matching information they could see **after**checkout:
## How to Set Up 'Double the Donation' on your CrowdChange Site
**Please Note:** This integration is **NOT**available by default and must first be enabled on your site by your CrowdChange Partner Success Representative. You will also be required to set up a Double the Donation account in order can use this integration. Please reach out to your Partner Success Representative today to be connected.
Once the integration has been enabled on your CrowdChange site, follow the steps below:
1. From anywhere on your CrowdChange site, click**Profile \> Admin**in the top right corner.
2. On the left sidebar that appears, click**Integrations \> Double the Donation Integration**
3. Toggle on '**Enable Integration** ' and enter your **Public** \& **Private**API keys, which you will receive from your Double the Donation representative.
4. Click **Save** to confirm. Once everything is correct, you should see the below:
### Enabling 'Double the Donation' at the fundraiser level
'Double the Donation' integration must next be enabled at the individual fundraiser level.
This can only be done by Admin users on your CrowdChange site.
1. Go to your specific fundraiser on CrowdChange while logged in.
2. Click '**Manage Fundraiser** ', then **Integration Settings** on the left sidebar.
3. Click **Double the Donation** , then enable **Import to Double the Donation**.
4. Once completed, your checkout page will have the 'Double the Donation' prompt and functionality.
This setting can also be toggled on within Blueprints in the same way.
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language: "en"
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# Editing or Deleting Activity Records
Participants have the ability to **Edit** or **Delete**any records previously entered in the Activity Tracker.
This functionality is available for all metric types (Days, Hours and Distance).
Follow the simple steps below in order to to edit or delete a record.
## To Edit a Record
1. Go to your **Personal Page** and scroll down to the**Activity Tracker** section.
2. Click **Manage Activity**.
3. Under **My Records** click **See more records**.
4. Click the **triple-dot icon** next to the record you want to edit and click **Edit**.
5. Make the necessary changes and click **Save**.
## To Delete a Record
1. Go to your **Personal Page** and scroll down to the**Activity Tracker** section.
2. Click **Manage Activity**.
3. Under **My Records** click **See more records**.
4. Click the **triple-dot icon** next to the record you want to delete and click **Delete**.
5. Click **Yes**.
---
language: "en"
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# Email Center - How to send emails from CrowdChange
The **Email center** allows you to communicate directly with your supporters by managing contacts, creating reusable templates, and sending emails from within your CrowdChange site.
The Email Center is available at the site-wide, fundraiser, team, and personal page levels, making it easy to reach the right audience based on your role.
*** ** * ** ***
## Accessing the Email Center
You can access the Email Center from multiple areas of your dashboard:
* **Fundraiser level** : Click **Manage fundraiser** , then select **Email center** from the left-hand menu.
* **Team or Personal page level** : Click **Manage page/team** , then select **Email center**.
*** ** * ** ***
## Overview
Once inside the Email Center, you will see three main options:
* **Manage contacts**
* **Templates**
* **Send emails**
Each section is designed to help you organize your audience and streamline your communication.
*** ** * ** ***
## Manage Contacts
The **Manage contacts** section allows you to build and organize your email recipient list.
### Adding Contacts
You can add contacts in several ways:
* **Manually**: Add contacts one at a time by entering:
* First name
* Last name
* Email address
* Preferred notification language (for bilingual sites)
* Label (if you want to categorize contacts by group)
* **Import from Google**: Connect your Gmail account to import contacts directly.
* **Upload a CSV file**: Upload a contact list using the provided CSV template. Include each contact's first name, last name, email address, and preferred notification language (enter EN for English or FR for French on bilingual sites).
### Contact Labels
Contacts may include pre-existing labels to help you organize and filter recipients. These can include:
* Donors
* Previous donors
* Team captains
You can use these labels when selecting recipients for your emails. Custom labels can be added when adding contacts manually.
*** ** * ** ***
## Templates
The **Templates** section allows you to create and reuse email templates for consistent communication.
### Template Availability
Templates can be created at different levels, which determines who can access them:
* **Site-wide templates**: Available across all fundraisers, teams, and personal pages.
* **Fundraiser-level templates**: Available to the fundraiser owner, as well as all teams and personal pages within that fundraiser.
* **Team-level templates**: Available to the team captain and all personal pages within the team.
* **Personal page templates**: Available only to the page owner.
Templates help save time and ensure consistent messaging across your campaign.
*** ** * ** ***
## Send Emails
The **Send emails** section allows you to compose and send messages to your contacts.
### Step 1: Set Sender Information
Before composing your email, you will need to confirm your sender details:
* If your account email is already verified, it will be selected by default.
* If not, you will be prompted to verify your email address.
* You can also add and verify a different sender email if needed.
### Step 2: Create Your Email
You can either:
* Start from scratch, or
* Select an existing template (if available)
You will then be able to:
* Enter a subject line
* Write your message content
If a template is selected, this will also be editable.
If you have created a new email, you can optionally save it as a **Template** for future use.
### Dynamic Tags
Dynamic tags allow you to personalize your emails. For example:
* `{first-name}`
* `{last-name}`
* `{full-name}`
To view all available tags, click **See all available tags** below the message editor.
### Step 3: Select Recipients
After creating your message, click **Next** to choose your recipients.
You can:
* Filter contacts by label (for example, Donors or Team Captains)
* Select individual contacts
* Use the checkbox at the top of the list to select all visible contacts, with the option to select all contacts in your list
### Step 4: Preview and Send
You will be taken to a preview screen where you can:
* Review your message
* Confirm your recipient list
Once ready:
* You can **Schedule**when your email is sent, or leave this toggle off if you want to send instantly
* Complete the reCAPTCHA verification
* Click **Send** to deliver your email
*** ** * ** ***
## Bilingual Behavior
If your CrowdChange site is set to bilingual, the Email Center includes language-specific functionality to ensure recipients receive communications in their preferred language.
* When adding contacts manually or uploading a CSV file, you will be prompted to select a preferred notification language for each contact.
* The **Send preview email** function will always send both the English and French versions of your message to you.
* Recipients will only receive the version of the email that matches their selected language preference.
* Contacts such as Donors, Previous Donors, and Team Captains will have their language set automatically based on the language used when they created their account or made their first donation.
* If a user would like to update their language preference, they can do so through the **Notifications** section of their profile.
---
language: "en"
---
# Event Blueprints
The **Event Blueprints** feature allows you to create templates and use them in several ways:
* Manage locations across your signature event from one centralized space, and push changes to your locations post-launch.
* Generate many fundraisers instantly from a single blueprint (template).
* Make blueprints available or required for use by fundraiser creators on your site.
* Control what level of access fundraiser creators have to alter the created fundraisers.
It is a very powerful tool for fundraising at scale and is excellent for:
1. **Signature Event Management** - Event Blueprints makes it simple to set up large scale, multi-location fundraising campaigns. For example, a nation-wide event with satellite locations in all provinces or cities. You can generate all your location pages instantly using our CSV upload option, and add more manually at any time entering just the basic information required by your blueprint.
2. **Community Fundraising** - If you manage community fundraising, Event Blueprints can be a great tool to streamline the fundraising process for your community fundraisers. You can create templates for your community fundraisers to use, and make it required or optional to use them. You can also set the level of flexibility your community fundraisers will have with regards to fundraiser configuration and customization.
*Please note tha* t this feature is **NOT**enabled by default - Reach out to your Partner Success Representative if you would like to use it.
**When setting up an Event Blueprint:**
1. You control which fields fundraiser creators will be allowed to edit, and which fields will be locked.
2. You have the ability to instantly generate multiple fundraisers - as many as you need, based on the Blueprint, and assign fundraiser owners in the same process. This is very useful for large scale, or national events, where a single CrowdChange fundraiser page would be used for one location of an event. For example: One for each city in Canada.
## Setting up an Event Blueprint in Admin Settings
Once **Event Blueprints**have been enabled on your CrowdChange site, you can go ahead and set up your first one! Follow these simple steps to get started:
1. From anywhere on your CrowdChange site, click **Profile → Admin**in the top right corner.
2. Click **Blueprints**on the left sidebar.
3. Click **Create New Blueprint**.
4. Fill out the event information in the same way you would for a single fundraiser, however, **note the additional permissions sections** which allow you to give fundraiser creators/owners the ability to edit a given field. *Set to 'Anybody' if fundraiser owners/creators should be able to adjust this setting.*
5. Toggle on your desired**Purchase Options** (Tickets, Apparel/Merch, Registration, Sponsorships, Custom Questions etc), and click **Next**.
6. Set up **Personal** and **Team** fundraising pages if desired, configure their settings, and click **Next**.
7. On the last page, you can configure**Donation Settings** and other advanced features, as desired.
8. At the bottom of the page, click **Save** to finalize and create the blueprint.
You can return to the **Profile → Admin → Blueprints** menu at any time and click on a blueprint to **Edit** it,**Archive** it, adjust its **Purchase Options** , **Donation Amounts** , **Email Templates** , **P2P settings** , and set up the **fundraiser blocks** for it's connected child events.
You can also make the blueprint **private** (Only accessible by Admins) or **public** (Accessible to any fundraiser creator) using **Set to public** or **Set to private** within the **triple-dot icon**menu (top-right).
See an example blueprint below with all of these options available:
If you want to make it **mandatory** for fundraiser creators on your site to use an Event Blueprint, you can go to **Profile → Admin** (**General Settings** page), and toggle on **Users can start fundraisers only from templates** . *Note that at least one blueprint must be set to* ***Public*** *for this option to show.*
## Setting up Fundraiser Blocks within a Blueprint
When setting up a Blueprint you can also choose how the fundraiser blocks will appear on the individual fundraisers, and what permissions fundraiser owners will have to make changes to them.
To do so, follow the steps below:
1. From anywhere on your CrowdChange site, click **Profile → Admin** in the top right corner.
2. Click **Blueprints** on the left sidebar.
3. Click the Blueprint you would like to set this for.
4. Click **Design your fundraiser**.
5. You will be taken to a preview in Manage Fundraiser Mode, where you can add, edit, or remove the blocks, adjust the Hero image, theme settings, and set access permissions for fundraiser owners.
6. Click **General Permissions**in the top left of the page to adjust the overall block and theme permissions.
7. Within each block, and the Hero image, you will see a **Permissions**option which lets you decide if the fundraiser owner should be able to make changes to these components.
8. When finished, scroll to the top and click**Back to Dashboard** , or if you'd like, you can click **Switch to view mode**first to see a preview of how the fundraisers will look live.
:back:
## Generating Fundraisers from a Blueprint
You have the ability to generate fundraisers instantly from the Blueprint you have just created.
This is done quickly and efficiently via a **CSV upload** with all of the basic information for each fundraiser.
Once you've set up your Blueprint, to generate multiple fundraisers at once, follow these steps:
1. From anywhere on your CrowdChange site, click **Profile → Admin**in the top right corner.
2. Click **Blueprints**on the left sidebar.
3. Click on a blueprint, then click **Fundraisers management** on the left sidebar.
4. Click the **Manage**button in the top right corner.
5. Download the .CSV template file which already contains the required headers for your .CSV upload.
6. Upload your .CSV file with the required headers and information.
7. Click **Proceed with uploaded file** when ready.
8. Confirm the creation of the fundraisers in your CSV by clicking **Add new events**.
## Fundraiser Creators using Blueprints
For fundraiser creators on your site, the process of using Blueprints is easy!
Here are instructions you can give them:
1. From the home page, click **Start a Fundraiser**.
2. Select an existing **Blueprint**.
3. Fill out all required, editable information and click **Create Fundraiser**.
## Editing an Individual Fundraiser created from a Blueprint
A fundraiser created from a Blueprint can be edited just like any other fundraiser, however, fields or blocks which were locked for editing when the Blueprint was created will be locked, unless the Blueprint is changed.
To edit the individual fundraiser's settings:
1. Go to the fundraiser and click **Manage Fundraiser → General settings.**
2. Make any updates needed, scroll down and click **Save**.
3. Click **Additional Settings** on the left sidebar.
4. Make any updates needed, scroll down and click **Save Changes**.
The fundraiser blocks can be edited in the same way, according to the access provided at the blueprint level.
## Editing a Blueprint and pushing changes to all its fundraisers
You have the ability to edit a Blueprint at any time, and by enabling the **Force update on all fundraisers** toggle next to each option / field within the edit menu, your changes will be pushed to all connected fundraisers immediately after clicking **Save Changes**.
To make and push changes, follow these steps:
1. From anywhere on your CrowdChange site, click **Profile → Admin**.
2. Click **Blueprints**on the left sidebar.
3. Click the blueprint you would like to edit.
4. Click **General Settings** , make all desired changes, and for changes you want to push out to connected fundraisers, ensure to enable the **Force update on all fundraisers**toggle underneath that field.
1. *For features that were not previously enabled, you must also set the access permissions so that the fundraiser owner may toggle the new feature on ("This setting can be changed by 'Anybody'").*
5. Scroll down and click **Next** on each page, then **Save**on the last, and your changes will be pushed out.
All settings and features of your Blueprint (Purchase options, Donation Settings, Email Templates, Team \& Personal Page Custom Questions, etc) can be adjusted at your convenience within the Blueprint dashboard.
---
language: "en"
---
# Failed Transaction
Failed transactions can be the result of many factors including, but not limited to, the following:
* **Interrupted internet service**
* Confirm your internet connection is stable and refresh the page, then retry your transaction.
* **Incorrect Billing Address**
* Please make sure that your billing address is an exact match to the billing information associated with your Credit Card or else the payment will not be able to process.
* **Time-out**
* Time-outs are common and usually caused by the following:
* Page being left open for an extended period of time causing the token to expire.
* Switching apps while filling out the form / billing info.
* **Internet browser being used**
* Try a different web browser, or an incognito / private tab. We recommend Google Chrome. If you are still having trouble, turn off all plugins such as Adblock, refresh the page and try again.
* **Mistake in the payment information entered**
* Double and triple-check that all payment information is correct.
Re-attempt your transaction. If you are still unable to process your transaction please contact us by clicking the blue **Help**button in the bottom right corner of this page.
## CSRF Token Mismatch
This is a common error message which can be caused by the following:
1. **Browser plugins** such as Adblock
2. Using **Incognito / Private browsing modes**
3. **Time-outs** (page being open for an extended period of time causing the token to expire) - Time-outs can also be caused on some devices by switching apps while filling out the form / billing info.
---
language: "en"
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# Fundraiser Approval (Admins)
CrowdChange is strictly an online fundraising platform, and therefore we cannot approve or reject fundraisers. It is the responsibility of the relevant Charity or Organization to do so.
If you are an Admin on the site of your Charity or Organization, please follow the steps below:
1. Go to the home page of your CrowdChange site. (Browse Fundraisers page).
2. Below the 'Start A Fundraiser' button, click **Show All** on the right-hand side, then **Pending Approval**.
3. Click on the fundraiser which is pending approval.
4. Click**Manage Fundraiser**in the top right corner.
5. *Optional: You are able to view and update fundraiser settings before approval if necessary\*.*
6. When everything looks good, click the green **Approve** button in the top right corner.
*If necessary, you can reject the fundraiser using the 'Reject' button adjacent. This will essentially delete it.*
**Please note:** Once a fundraiser has been approved, it can then accept donations.
If a fundraiser has been mistakenly approved, please click here for steps to close a fundraiser: [**How to Reopen or Close a Fundraiser**](https://chadmin.crowdchange.help/ct/How-to-Reopen-or-Close-a-Fundraiser.1993867341.html)
**\*** In some cases, fundraisers can only be edited from the site where they were created.
For example, if you have a child site (sub-site), and that child site has "Fundraiser Custom Questions" enabled and setup, when you create a fundraiser on the child site and try to edit it from the parent site (pre or post approval), you will get a prompt re-directing you to the child site to make your edits.
---
language: "en"
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# Fundraiser & Blueprint Custom Tags
For Admins managing CrowdChange sites with many Fundraisers and/or Blueprints in use, we offer the ability to add **Custom Tags**, for easier identification and filtering in Admin Reports.
For example, using this functionality you may tag all fundraisers created in the Summer of 2022 as "**summer-2022** ", then, in the Admin Reports, filter fundraisers based on this tag. Or you could create a tag with the event name and year, example format: `[event-name][year]`*.*
You may apply multiple tags to one fundraiser or Blueprint, as desired.
If a Blueprint is given a tag, then all connected fundraisers will inherit that tag.
**Please Note:** This feature is **NOT**enabled by default - Reach out to your Partner Success Representative to request it be activated on your CrowdChange site.
## How to Add a Custom Tag to a Fundraiser
To add a custom tag to an individual fundraiser, follow the steps below:
1. Navigate to the fundraiser in question and click **Manage Fundraiser**.
2. On the left sidebar, click **Additional Settings**.
3. Enter your desired tag(s). Press **Enter**to add each tag.
4. Scroll down to the bottom and click **Save**.
## How to Add a Custom Tag to a Blueprint
To add a custom tag to a Master Template, follow the steps below:
1. From anywhere on your CrowdChange site, click **Profile** then**Admin**.
2. Navigate to**Blueprints**using the left sidebar.
3. Find the Blueprint in question and click on it.
4. Click the **General Settings** tab.
5. Scroll down and click **Next**. Do this again on the next page.
6. On the last page, scroll down to **Tags**.
7. Enter your desired tag(s). Click **Add**to input each tag.
8. Set your desired permissions via the '**This setting can be changed by**' dropdown.
9. Scroll down to the bottom of the page and click **Save**.
## Filtering by Custom Tags
Once custom tags have been added to your fundraisers and/or Blueprints, you will be able to filter by these tags within Admin Reports. For the majority of Admin Reports, in the web version you will see a new field within **Filters** called **Fundraiser tags.**Here you can enter the specific tags you'd like to filter for:
Click **Show Results** in the bottom right corner, and then only data connected to fundraisers or Blueprints with your specified tags will be shown.
Note that the **Payout Report** will not show this filter in the web version, however when you download the Excel report, you will be able to filter by custom tags (in the final column of the '**Detailed**' tab).
---
language: "en"
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# Fundraiser cards - how to change the image on homepage, tickets, and preview
**Fundraiser cards**refer to the images shown on your CrowdChange homepage, smaller versions of your fundraiser's cover image at checkout, and the image shown on PDF tickets generated via CrowdChange. This image can be different from your main cover image. This is due to the differing dimensions/layout of these areas.
## How to change / update your **Fundraiser card**
Once you have created your fundraiser, please follow these steps to update your **Fundraiser card**.
* Go to your fundraiser and click **Dashboard**
* Once on the **fundraiser dashboard** , click **General settings**
* Then you will see the **Fundraiser card** section
* Click on your image to adjust this
The aspect ratio for fundraiser cards is 16:9.
## Things to note
* When you initially create your fundraiser, the cover image uploaded during the **Start a fundraiser** process will be your fundraiser card
* Changes to your cover image post-creation, however, will not adjust the fundraiser card - the above steps must be taken
* Bilingual fundraisers will require separate images for English and French - however, the option to **Copy to French** will be there if an English image is uploaded
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language: "en"
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# Fundraiser link displays 'Page not Found' Error message
If you have shared or visited a CrowdChange link and are seeing a '*Page not Found*' screen (otherwise known as "Error 404"), below are some possible reasons why:
* [**Banking**](https://chadmin.crowdchange.help/ct/Stripe-Banking-Overview.2343305318.html?t=lsmx9P7KHk1WU6-3G11a4w)information on the fundraiser has not been set up/verified by the payment processor (Stripe).
* The fundraiser is pending [**Approval**](https://chadmin.crowdchange.help/ct/Fundraiser-Approval-(Admins).2342354997.html?t=lsmx9P7KHk1WU6-3G11a4w) from site admins.
* Incorrect URL: This is caused by mistyping or misspelling a URL.
* The page you are trying to view has been deleted and doesn't exist anymore.
---
language: "en"
---
# Fundraiser Moderation: Approval & Smart Fundraiser Protection (Admins)
CrowdChange provides two complementary systems to help you manage fundraiser quality and prevent spam on your site:
* **Fundraiser Approval** (manual review)
* **Smart Fundraiser Protection** (automated safeguards)
Together, these tools help you balance **control** , **security** , and **fundraiser speed**.
*** ** * ** ***
## 1. Overview
When a fundraiser is created on your site, it may either:
* **Go live instantly**, or
* Be placed in **Pending Approval** for review
This outcome depends on:
* Your **Fundraiser Approval setting**, and
* Whether the fundraiser is **flagged by Smart Fundraiser Protection**
*** ** * ** ***
## 2. Understanding Fundraiser Approval
Fundraiser Approval is a setting that allows your team to **manually review and approve all fundraisers before they go live**.
### When Approval is Enabled
* All new fundraisers are placed in **Pending Approval**
* Fundraisers **cannot accept donations** until approved
### When Approval is Disabled
* Fundraisers typically go live instantly
* Only flagged fundraisers (see below) require approval
*** ** * ** ***
### Benefits of Fundraiser Approval
* Full control over fundraiser content
* Ensures alignment with your organization's brand and policies
* Useful for regulated or high-visibility campaigns
*** ** * ** ***
### Considerations
* Introduces delays before fundraisers can begin
* Requires active monitoring by your team
* May impact fundraiser momentum and participation
*** ** * ** ***
## 3. What is Smart Fundraiser Protection?
Smart Fundraiser Protection is an automated system that reviews fundraisers **at the time of creation** to help prevent spam and suspicious activity.
### What it does
* Automatically evaluates fundraisers using a combination of signals, including:
* Content quality (e.g., titles and descriptions)
* Account credibility
* Email verification status
### What happens next
* **Most fundraisers** → go live instantly
* **Suspicious fundraisers** → are flagged and placed in **Pending Approval**
This ensures that:
* Legitimate fundraisers are not delayed
* Potentially risky fundraisers are reviewed before going live
*** ** * ** ***
## 4. How These Systems Work Together
| Configuration | Outcome |
|------------------|--------------------------------------------------------------------------|
| **Approval OFF** | Most fundraisers go live instantly; flagged fundraisers require approval |
| **Approval ON** | All fundraisers require approval before going live |
Smart Fundraiser Protection is always active and works in the background.
*** ** * ** ***
## 5. Email Verification \& Account Settings
### Requiring verified accounts to activate fundraisers
By default, a fundraiser must have a **verified email address** before it can go live. This helps keep spam and fake accounts off your site. You can control this behavior in **Admin → General Settings** with the setting:
> **"Users must have verified accounts to activate fundraisers."**
* **Enabled (default):** A new fundraiser stays inactive until its owner verifies their email. The owner sees a "verify your email" prompt with the option to resend the verification email.
* **Disabled:** New fundraisers can activate immediately without waiting for email verification. A verification email is still sent and the prompt still appears, but it no longer blocks the fundraiser from going live. Ownership reassignments also take effect immediately, without requiring the new owner to verify or accept.
Disabling this setting only affects the **email-verification step** . Smart Fundraiser Protection's spam and content safeguards stay active at all times. This option is most useful for organizations that create or reassign fundraisers **on behalf of** their participants.
### Assigning a fundraiser owner (admin-created fundraisers)
When an admin creates a fundraiser, you can set a **Fundraiser owner** by entering that person's email (and name, if they're a new user). The fundraiser owner is set as the **banking owner** for that fundraiser when user-level banking is used.
*** ** * ** ***
## 6. Why a Fundraiser May Be Inactive
An inactive fundraiser is not visible and cannot accept donations. The platform distinguishes between the common reasons so you can resolve them quickly:
* **Pending approval** --- awaiting manual review (see below)
* **Banking not set up** --- the fundraiser's banking details are incomplete
* **Unverified account** --- when the verified-accounts setting is enabled, the owner has not yet verified their email
*** ** * ** ***
## 7. Why a Fundraiser May Require Approval
A fundraiser may appear in **Pending Approval** for several reasons:
* Your organization has **Fundraiser Approval enabled**
* The fundraiser was **flagged by Smart Fundraiser Protection**, due to:
* Suspicious or inappropriate content
* Low-confidence user information
* Lack of verified email
*** ** * ** ***
## 8. How to Approve or Reject a Fundraiser
If a fundraiser requires approval, follow these steps:
1. Go to the **Browse Fundraisers** page on your site
2. Click **Show All** , then select **Pending Approval**
3. Click on the fundraiser you want to review
4. Click **Manage Fundraiser** in the top right corner
5. *(Optional)* Review and update fundraiser details before approval
6. Click **Approve** to make the fundraiser live
To reject a fundraiser:
* Click **Reject** (this will remove the fundraiser from your site)
> **Note:** Once approved, a fundraiser can begin accepting donations immediately.
*** ** * ** ***
## 9. Best Practices
* **Review pending fundraisers regularly** to avoid delays for legitimate users
* Consider setting an internal response time (e.g., within 24 hours)
* If you prioritize speed, consider keeping Approval OFF and relying on Smart Fundraiser Protection
* Use Approval ON for campaigns requiring strict oversight
*** ** * ** ***
## 10. Frequently Asked Questions
### Why did one fundraiser go live instantly and another require approval?
This is expected behavior. Fundraisers that meet quality and trust checks go live instantly, while others may be flagged for review.
*** ** * ** ***
### Can I disable Smart Fundraiser Protection?
The spam and content safeguards (such as blocking inappropriate titles and flagging suspicious content) are platform-level and **cannot be turned off** . However, you *can* control the email-verification requirement: the **"Users must have verified accounts to activate fundraisers"** setting in **Admin → General Settings** lets you choose whether fundraisers must have a verified email before they go live. Disabling that setting does **not** turn off spam protection --- it only allows fundraisers to activate before email verification.
*** ** * ** ***
### What does the "verified accounts" setting do?
When enabled (the default), a fundraiser must have a verified email before it can go live. When disabled, fundraisers can activate immediately and ownership reassignments take effect right away --- useful if your team creates or reassigns fundraisers on behalf of your participants. The verification email is still sent either way.
*** ** * ** ***
### What happens if I don't approve a fundraiser?
The fundraiser will remain in **Pending Approval** and will not be visible or accept donations.
*** ** * ** ***
### Can I edit a fundraiser before approving it?
Yes. You can review and update fundraiser details before approving.
*** ** * ** ***
### What happens when I reject a fundraiser?
Rejecting a fundraiser removes it from your site. This action cannot be undone.
*** ** * ** ***
## 11. Additional Notes
* In some cases, fundraisers can only be edited from the site where they were created
* For example, if a child site (sub-site) uses custom questions, you may be redirected to that site to make edits
* If a fundraiser is mistakenly approved, you can close it using:
**How to Reopen or Close a Fundraiser**
*** ** * ** ***
## 12. Summary
CrowdChange's fundraiser moderation system is designed to:
* Keep fundraiser creation **fast and accessible**
* Reduce spam and malicious activity
* Give your team **flexible control** when needed
By combining **Smart Fundraiser Protection** with optional **Fundraiser Approval** --- and the ability to control email-verification requirements --- you can tailor the right balance for your organization.
---
language: "en"
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# Gallery Block - How to add an image gallery to the body of your fundraising page
The **Gallery block** allows you to add a photo gallery directly within the body of your fundraiser page. This is a great way to showcase event photos, highlight your impact, recognize sponsors, or add visual storytelling throughout your campaign.
You can upload **up to 20 images** into a single Gallery block, customize the gallery title, select a layout style, and adjust basic colour settings to match your fundraiser branding.
The **Gallery block** using the **Modular** layout
*** ** * ** ***
## How to add a Gallery block
The **Gallery block**is not enabled by default. To add a Gallery block, please follow these steps:
* Go to your CrowdChange page and **Log in**
* Once on the fundraiser you would like to edit, click **Manage fundraiser**
* Once on the Fundraiser dashboard, click **Design your fundraiser**
* Within the user interface, between any two blocks, click the **Plus** icon
* The list of available blocks will then be shown, select the **Gallery block**
*** ** * ** ***
## Content - how to set your gallery title and upload images
Within the **Content** section of the Gallery block editor, you can:
### Gallery title
* Update the **Gallery title** (for example, "Event Photos", "Impact Highlights", or "In the Community")
* If left as-is, the default title will display as **Gallery**
### Images
In the **Images** section, you can upload the photos you want displayed in the gallery.
Supported file rules:
* Accepted formats: **JPG, PNG, GIF**
* Maximum number of images: **20**
* Maximum file size: **25MB per image**
Tip: For the best visual results, use clear, high-resolution images with consistent lighting and similar aspect ratios where possible.
*** ** * ** ***
## Layout - how to choose how your gallery displays
Within the **Layout** section, you can select how your gallery images are arranged on the page. Layout availability may vary depending on your fundraiser setup.
Common layout options include:
* **Modular** - Displays your images in a dynamic grid layout, designed to create a visually engaging gallery with a mix of image sizes.
* **Stack** - Displays images in a simpler stacked layout, ideal for a clean, straightforward photo list.
* **Carousel** - Displays images in a rotating slider format, ideal when you want visitors to browse photos without taking up as much vertical page space.
*** ** * ** ***
## Appearance - how to adjust colours
Within the **Appearance** section of the Gallery block editor, you can customize:
* **Title text color** - Controls the colour of the Gallery title text.
* **Background color** - Controls the background colour behind the gallery block.
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language: "en"
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# How Donation Matching Works
Donation Matching allows your organization to match eligible donations using one or more sponsor-funded matching pools.
Each sponsor can have its own:
* Available matching funds
* Availability period
* Matching multiplier
* Minimum eligible donation
* Optional maximum match per donation
When you add multiple sponsors, they are placed in a queue. CrowdChange uses the first sponsor in the queue that is currently eligible to provide the match.
View of donation bar with a 2x match enabled
## Set up Donation Matching
During fundraiser creation, Donation Matching can be enabled under **Advanced Features**.
For an existing fundraiser:
1. Go to your fundraiser and log in.
2. Click **Dashboard**.
3. Select **Donation Settings** from the left sidebar.
4. Open **Donation Matching**.
5. Turn on Donation Matching.
View of **Donation matching settings** with **Enable** button highlighted
Once Donation Matching is enabled, add your first sponsor.
For each sponsor, enter the following information:
* **Sponsor name:** The name that identifies the sponsor, such as Company X or The Smith Family.
* **Sponsor funds:** The total amount the sponsor has made available for matching.
* **Availability:** Choose whether the sponsor remains available until its funds are used, or set a specific start and stop date.
* **Matching rules:** Set the matching multiplier, minimum eligible donation, and an optional maximum match per donation.
For example, a minimum eligible donation can be used when only donations above a certain amount should be matched. A maximum match per donation limits the amount of sponsor funds that can be applied to one donation.
View of how to add a **Sponsor** within **Donation matching settings**
Rules set up for a **Sponsor**
Complete the sponsor setup and save your changes.
You can add additional sponsors as needed. The order of the sponsors determines which eligible sponsor will be used first.
## Understand sponsor statuses
Each sponsor will have one of the following statuses:
* **Upcoming:** The sponsor's start date has not yet arrived.
* **Active:** The sponsor is within its availability period, has funds remaining, and has not been manually completed or archived.
* **Completed:** The sponsor's funds have been used, its end date has passed, or an administrator has manually completed it.
* **Archived:** The sponsor is retained for historical reporting but cannot match new donations.
The combined matching pool provides a summary of the funds across all sponsors. Each individual sponsor card shows its own total funds, used funds, remaining funds, and donation count.
## How the sponsor queue works
When a donation is eligible for matching, CrowdChange checks the sponsors in their displayed order. The first sponsor that is currently eligible provides the match.
A single donation is not split between two sponsors.
For example, assume Sponsor 1 has $40 remaining and the next donation would normally receive a $100 match. Sponsor 1 will provide its remaining $40. Sponsor 2 will be considered for the next eligible donation, but it will not provide the remaining $60 for the same donation.
When a sponsor runs out of funds, CrowdChange automatically selects the next eligible sponsor for later donations.
Administrators can also manually complete the current sponsor to advance the queue. A manually completed sponsor remains completed until it is explicitly reactivated. It can only be reactivated while:
* Its availability dates are still valid
* It has funds remaining
View of multiple sponsors within **Donation matching settings**
### Example: sponsors with separate availability periods
Assume the following sponsors have been configured:
* Sponsor 1 is available from August 1 to August 31.
* Sponsor 2 is available from September 1 to September 30.
If Sponsor 1 runs out of funds on August 20, matching pauses until Sponsor 2 becomes eligible on September 1. September funds are not used during August.
If Sponsor 2 has an overlapping availability period, or is available immediately, the next eligible donation will use Sponsor 2 as soon as Sponsor 1 is exhausted or manually completed.
If Sponsor 1 still has unused funds when its availability period ends, those funds remain visible in Sponsor 1's history. They are not transferred to Sponsor 2.
## Reorder sponsors
You can change the order of sponsors to control which eligible sponsor is considered first for future donations.
Reordering sponsors:
* Changes the matching priority for future donations
* Does not change the sponsor associated with previous donations
* Does not move historical matching activity between sponsors
Click and drag sidebar to reorder sponsors
## Set up matching for teams and personal pages
For peer-to-peer fundraisers, go to:
**Donation Settings → Team \& Page Matching Setup**
When team and personal page matching is turned **off**, donations made through teams and personal pages use the fundraiser's main matching program.
When team and personal page matching is turned **on**:
* The fundraiser's main matching pool applies only to donations made directly to the fundraiser.
* Each team or personal page can have its own sponsors, sponsor queue, availability periods, and matching rules.
* A donation made through a team uses that team's matching program.
* A donation made through a personal page uses that page's matching program.
* If the team or personal page does not have an eligible sponsor, the donation is not matched using the fundraiser's main pool.
Click **Team \& Page donation matching setup** to enable **Donation matching**for peer-to-peer pages
Once enabled, the **Team \& page matching setup**dashboard will be visible
Match pools are added via the **Team** or **Personal page dashboards** - once matching funds are added, they will be visible in the **Connected teams \& pages** list shown above.
Use the **Teams** and **Personal Pages** tabs to locate a specific team or page and open its matching setup.
The same sponsor queue rules apply at each level. Only one eligible sponsor is used for a donation, one donation is not split across multiple sponsors, and the next eligible sponsor is automatically selected for later donations.
### Team and personal page example
Assume the fundraiser has the following matching pools:
* A $10,000 general fundraiser sponsor
* A $2,000 sponsor for Team A
* A $500 sponsor for Jane's personal page
In this example:
* A donation made directly to the fundraiser uses the $10,000 general pool.
* A donation made through Team A uses Team A's $2,000 pool.
* A donation made through Jane's personal page uses Jane's $500 pool.
If Jane's sponsor funds are exhausted, later donations through Jane's page will not be matched unless another eligible sponsor is added to Jane's queue. Those donations do not fall back to Team A's pool or the fundraiser's general pool.
## Refunds and returned matching funds
When refunding a donation that received matching funds, you can choose whether the associated match should become available again.
To return the matching funds:
1. Open the fundraiser's **Donations Report**.
2. Locate the donation and click on it to get to the **Transaction details page**
3. Scroll down and click **Refund**
4. You then can determine the amount of funds to return to the match pool (see below).
5. Complete the refund.
This option is separate from the money being returned to the donor. It updates the matching balance associated with the donation.
When you choose to return funds to the match pool:
* The matched amount is returned to the sponsor pool that originally funded the donation.
* A partial refund returns only the matching amount associated with the refunded portion.
* Matches from team or personal page donations return to the original team or personal page pool.
When this option is left blank or set to $0:
* The donor refund is processed.
* The matched amount remains recorded as used.
Returned funds follow the original sponsor allocation. They are not added to whichever sponsor is active at the time of the refund.
### Example: refund after the active sponsor has changed
Assume Sponsor 1 matched a donation in August and later ran out of funds. Sponsor 2 then became active in September.
If the August donation is refunded in October and **Return matched funds to available matching pool** is selected, the matched funds return to Sponsor 1. They are not added to Sponsor 2.
What happens after the funds are returned depends on Sponsor 1's status:
* If Sponsor 1 was automatically completed because its funds were exhausted, and its dates are still valid, the returned funds may make it eligible again. The normal sponsor order determines when it resumes matching.
* If Sponsor 1 was manually completed, it remains completed until an administrator reactivates it.
* If Sponsor 1's availability period has ended, it remains unavailable even though its history shows remaining funds.
* If Sponsor 1 was archived, it remains archived. The funds are still credited to the correct historical pool, but the sponsor must be restored and reactivated before those funds can be used again.
For purchases containing both a direct donation and registrations, returned matching is applied to the direct donation portion first. It is then applied to registration portions in a consistent order.
## Monitor Donation Matching activity
Use the Donation Matching report to monitor and reconcile sponsor activity. This report is accessible at the fundraiser level, within the **Fundraisers report** in the reports tab of the fundraiser dashboard.
The report can help you review:
* Total sponsor funds
* Funds already used
* Remaining funds
* Number of matched donations
* Matching funds returned through refunds
The combined matching pool summarizes overall sponsor funding and usage.
## Important notes
* Date-based availability must have a stop date that occurs after the start date.
* A donation cannot be split between two sponsor pools.
* Editing, completing, reordering, or archiving a sponsor does not change the sponsor associated with past donations.
* Unused funds are not transferred automatically between sponsors.
* When team and personal page matching is enabled, their donations do not fall back to the fundraiser's main matching pool.
* The Donation Matching report is the best place to reconcile sponsor usage and matching funds returned through refunds.
---
language: "en"
---
# How Email Templates Work
## Overview
There are 3 types of Email Templates which can be set up and used:
1. Automated (preset) email templates - These include donor receipts, and certain automated actions like "Fundraiser reached the goal".
2. Custom templates for Mailing List emails.
3. Custom templates for Milestone Notifications.
These emails can be setup in 2 ways:
1. From your Admin Dashboard - **Profile → Admin → Communication Settings** - These templates will be applied to all fundraisers on your CrowdChange site.
2. From a specific fundraiser - **Manage Fundraiser → Automated email templates** / **Milestones** - These templates will be applied only to the fundraiser in question. Mailing List templates are at **Manage Fundraiser → Mailing List → Templates**.
### Email Template Hierarchy
When an email is sent, the template is determined in the following way:
* If the Fundraiser-specific email template has been updated, it will be applied to the associated action.
* **Otherwise**,
* If a site-wide (Admin) email template has been updated - this will be used.
* **Otherwise**,
* The default CrowdChange template will be used.
For example, when a donor makes a donation to "**Fundraiser A** " on a site called "**My CrowdChange Site**":
1. We check if "**Fundraiser A** " has its own Donor Receipt email template. If yes, we send the email receipt using the "**Fundraiser A**" template.
2. If "**Fundraiser A** " does not have it's own template, we check if "**My CrowdChange Site** " site has a template set up through **Profile →** **Admin → Communication Settings**. If yes, we send the email using this template.
3. If neither "**Fundraiser A** ", nor "**My CrowdChange Site**" site have customized templates → we send the receipt with the default CrowdChange template.
## Automated Emails
Automated emails are the most basic email templates and are used by preset automated actions.
For example:
* When a user makes a donation → the 'Donor Receipt' template is sent out.
* When a fundraiser raises 100% of it's goal → the 'Fundraiser Goal Reached' template is sent out.
### Conditional Blocks in Automated Emails
Some automated emails support conditional blocks. This allows you to have specific text inserted in the email if for example, tickets are purchased, or a registration is completed.
Conditional blocks can be found within the dynamic tags list accessed via the link highlighted below:
To view the list of tags, click 'See all available tags' or type `{name`
These blocks start with `{begin-...}` and end with `{end-...}` tags. The content between these tags will be added conditionally to the email text.
**For example:**
If 'Donor Receipt' email template includes `{begin-tickets}Your tickets are attached to this email{end-tickets}` in the content, this text will only be included in the email if the donor purchases at least one ticket.
#### Amount-Specific Conditional Blocks
If you would like to send specific text, or a bigger 'Thank You' depending on the **amount** that was donated, you can do so using the example syntax shown below:
#### Supported Templates
At the moment of writing, the following templates support conditional blocks:
| Template | Block | Rendered on Condition |
|---------------------------|-------------------------------------------------|--------------------------------------------------------------|
| **Fundraiser Created** | `{begin-pending}` ... `{end-pending}` | If fundraiser is pending approval. |
| **Donor Receipt** | `{begin-donation}` ... `{end-donation}` | If donation amount was over $0. |
| *(Amount Specific Ex 1):* | `{begin-donation:10-49.99}`... `{end-donation}` | If donation made was between $10 and $49.99 |
| *(Amount Specific Ex 2):* | `{begin-donation:50-100}` ...`{end-donation}` | If donation made was between $50 and $100 |
| *(Amount Specific Ex 3):* | `{begin-donation:50}` ... `{end-donation}` | If donation made was exactly $50 |
| | `{begin-tickets}` ... `{end-tickets}` | If at least one ticket was purchased. |
| | `{begin-registration}` ... `{end-registration}` | If at least one registration was purchased. |
| | `{begin-apparel}` ... `{end-apparel}` | If at least one apparel (or merchandize) item was purchased. |
| | `{begin-sponsorship}` ... `{end-sponsorship}` | If at least one sponsorship package was purchased. |
## Mailing List Emails
Mailing List email templates are used when sending out email communication to Imported Contacts, Donors and Team Fundraising Captains from the Mailing List of a specific Fundraiser.
After creating a Mailing List template at the Admin level, it will be available whenever a fundraiser owner goes to **Manage Fundraiser → Mailing List** and creates an email campaign.
Additionally, these templates can be used by Personal Page Owners when they go to their Personal Page level **Manage Fundraiser → Mailing List**and create an email / campaign.
### How to use Mailing List Templates
1. Create a new Mailing List template by going to **Profile → Admin → Communication Settings → Mailing List Templates** , scrolling down to the bottom (if there are already entries) and clicking the '**Create Template** ' button.
Once clicked, you will see the below fields appear. Ensure to click the '**Save** ' button when finished.
2. Once you save the template, it will be available for fundraiser owners to use (via **Manage Fundraiser → Mailing List** ). From a fundraiser's mailing list, they can simply click '**New Campaign** ', and select the template they want to use via the '**Select email Template** ' dropdown. See screenshots below.
**Please Note:** Fundraiser owners can also save and delete their own templates. To do so, they can check the "**Save this message as a template** " checkbox when sending out an email campaign, and the next time they will be able to select it from the "**Select Email Template** " menu.
## Milestone Notification Emails \& Badges
Milestone Notification Emails are sent when a Fundraiser, Team or Personal Page reaches certain goals.
For example, when a Fundraiser reaches 50% of it's goal or raises it's first $1,000.
These emails are sent to the Fundraiser Owner and Personal / Team Page Owners, **NOT** to donors.
To customize and provide pre-built templates for these emails, follow the steps below:
1. Go to **Profile → Admin → Communication Settings → Milestones**.
2. Click **Create milestone**.
3. Name the milestone and **select a trigger** from the '**When**' dropdown (Eg: Page Created, End of an event, Certain amount raised, Certain number of donations reached, etc).
* If '**Upcoming event** ' is selected, the event **start** date/time is used as the trigger point to send the email. If '**After event** ' is selected and the fundraiser has both a start and end date/time, the **end** date/time is used as the trigger. If an end date/time is not set, **start**date/time is used as the trigger.
4. Select the Group which this milestone applies to (Eg: the Fundraiser owner, a page owner, registrant etc)
5. Enter a specific value which should trigger the milestone.
See the example milestone below which will be sent to page owners when they reach $1000 raised.
You will also have the option of adding a **Badge**to the milestone email. See example screenshot below. This is an awesome way to reward fundraisers for their hard work and support of your cause! You can select from our pre-built badges, or upload your own custom badge image using the pencil icon.
Finally, ensure to fill out the **Message Body** section which sets what text will appear in the milestone notification email. See example below.
When you are finished creating your milestone email template, click the **Save**button.
Now, when a Fundraiser Owner goes to **Manage Fundraiser → Milestones** , they will be able to click **Create Milestone**and create their own milestones. The templates set at the Admin level are only changeable by Admin users.
---
language: "en"
---
# How Global Inventory Works
Global inventory allows your organization to use one shared stock pool across multiple fundraisers. It is designed for situations where the same physical inventory is sold through more than one fundraiser and every sale should draw from the same central supply.
For example, if several fundraisers sell the same t-shirt, hoodie, meal ticket, or merchandise item, global inventory helps prevent your organization from selling more than the total quantity available.
Each fundraiser still controls how the item appears to buyers, including its price, images, description, access code rules, and purchase limits. **Global inventory only controls the shared stock count.**
**Important:** Global inventory does not replace purchase options. Instead, it adds shared stock tracking to purchase options.
**When to Use Global Inventory**
Use global inventory when:
* The same item is sold across multiple fundraisers.
* The item comes from one central stock supply.
* Your organization needs to prevent overselling across fundraisers.
Global inventory may not be necessary when:
* The item is sold through only one fundraiser.
* Each fundraiser has its own separate stock.
* The item does not have a stock limit.
* You only need a per-fundraiser purchase limit.
**Link Global Inventory to Purchase Options**
Once global inventory has been set up, it can be linked to purchase options on a fundraiser or Blueprint.
How you link the inventory depends on whether the purchase option has variations.
**Purchase Options Without Variations**
Use this method when the purchase option represents one item and buyers do not select from different variations.
1. Open the purchase option.
2. Select **Global inventory** as the inventory source.
3. Select the appropriate global inventory item.
4. Select the matching variant.
5. Save the purchase option.
Once saved, purchases made through that fundraiser will reduce the stock for the selected global inventory variant.
**Purchase Options With Variations**
If buyers choose from variations such as size, colour, ticket type, or meal choice, each purchase option variation must be linked to its matching global inventory variant.
1. Open the purchase option.
2. Add or edit the purchase option variations.
3. Link each variation to the matching global inventory variant.
4. Save the purchase option.
**Important:** When a purchase option has variations, link global inventory to **each individual variation**, rather than only to the parent item.
For example:
**Fundraiser variation:** Small t-shirt
**Global inventory:** T-shirt / Small
**Fundraiser variation:** Medium t-shirt
**Global inventory:** T-shirt / Medium
**What Happens at Checkout**
When a buyer selects an item linked to global inventory, CrowdChange checks whether enough shared stock is available.
If sufficient stock is available, the buyer can continue through checkout. When the purchase is completed, the shared stock is updated automatically.
If the available stock changes before the purchase is completed, the buyer cannot purchase more than the quantity remaining.
This helps protect shared inventory when multiple fundraisers are selling from the same stock at the same time.
**What Happens When a Purchase Is Refunded or Rolled Back**
When a purchase linked to global inventory is refunded or rolled back, the shared inventory quantities are updated automatically.
This means the inventory associated with the refunded or rolled-back purchase is returned to the shared stock without requiring a manual inventory adjustment.
**Editing Inventory Links After Purchases**
After an item linked to global inventory has been purchased, some inventory settings may become locked. This helps protect purchase history and prevents inventory from being moved accidentally after sales have already occurred.
The linked inventory can still be viewed, but the inventory source or selected global inventory item may not be freely changed.
**Important:** If an inventory link needs to be changed after purchases have already been made, review the potential impact on existing purchases and inventory before making changes.
**What Happens When Linked Inventory Becomes Unavailable**
When global inventory is archived or deleted, it is no longer available for new inventory links. Existing links are preserved so previous purchases remain associated with the correct inventory.
If unavailable inventory is still linked to an active purchase option:
* A purchase option without variations may become unavailable for sale.
* For a purchase option with variations, the unavailable variation may be hidden.
* Other active variations can continue to be sold if they are still available.
If archived inventory is restored, it becomes available again. However, some linked purchase options may need to be reopened manually before buyers can purchase them again.
---
language: "en"
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# How Merchandise Works
If you're looking to sell **apparel** or **merchandise** for your event, we've got you covered!
You can add as many items (with variations/sizes) as desired, and participants can pay directly online.
Upon completing checkout, the donor will receive an email confirmation of their purchase.
Please note that CrowdChange **does not** handle shipping and fulfillment of items sold within your fundraiser.
To set up apparel and merchandise within your fundraiser, follow these simple steps:
1. Go to your fundraiser, **Log In** , and then click **Manage Fundraiser**.
2. On the left sidebar, click **Purchase Options**.
3. On the **Purchase Options** page, click Apparel \& Merchandise and toggle the feature on.
4. Click **Save**.
5. To add your items, scroll down and click **Create Item.**
6. Set a **name** , **description** , add **variations** if needed (*all variations will carry the same price.)* , set a **price** (if desired), a **limit**(if desired), and add image(s).
7. *For events with registration that includes a T-shirt, you can set the name to "Registration + T-shirt", this allows you to collect sizes from participants who register. For example:*
8. Set your desired **availability** for the new apparel / merchandise item.
*\*If desired, you may set a date to automatically close sales.\**
9. Click **Save** in the bottom-rightto confirm.
As the fundraiser owner, you will have access to all transaction details and apparel sizes/variations in your **Donations Report**. To access it, refer to the below:
[How to Access the Donations Report (Fundraiser Level)](https://chadmin.crowdchange.help/ct/How-to-Access-the-Donations-Report-(Fundraiser-Level).2006974566.html)
Donors will receive a **confirmation email** once their purchase is complete.
Please refer to [How Email Templates Work](https://chadmin.crowdchange.help/ct/How-Email-Templates-Work.2013757497.html) when confirming the Automated Trigger Emails within your fundraiser.
---
language: "en"
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# How Pledging Works
CrowdChange is equipped with **Pledging** functionality, allowing you to send a direct payment link to your donors via Email or SMS, so they can pay the pledge online. This link is fundraiser-specific and you can set the amount that your donor has committed to pay. This can be done using the **Offline Donations**page.
Please see the following steps to use this functionality:
1. Go to your CrowdChange fundraiser while logged in, and click **Manage Fundraiser**(Manage my page or Manage my team on P2P pages).
2. On the left sidebar, click **Offline Donations**.
3. Once on the **Offline Donations** page, click **Add Donation**.
4. Within **General Information**, enter your donor's first and last name, email address, and donation amount.
1. If you would like to send the payment link via **Email** , click the checkbox under Email that says '**Send link for individual or group to make online payment**'. This will send your donor the payment link directly to their email address.
2. If you would like to send the link via **SMS**, leave this box unchecked, and once the donation has been added, you will be able to click 'Share Payment Link' and send to a Phone Number.
5. If a tax receipt is desired for this donation, within Tax Receipt Information, enable **Request tax receipt for this donation** and enter the donor's address \& postal code.
6. To assign the donation to a team or personal page, change the date of donation, payment method, display name, show/hide amount setting, comment and add notes, click **Show Advanced Settings** within **Additional Information**.
7. Click **Save** at the bottom to confirm. **DO NOT** check 'Mark as received'.
## How to Re-send a Pledge Payment Link
If you need to re-send a payment link to a Pledge you have already entered in Offline Donations, this can be done using the following steps:
1. Go to your CrowdChange fundraiser while logged in, and click **Manage Fundraiser**.
2. On the left sidebar, click **Offline Donations**.
3. Find the donation that you would like to send a payment link for and click on it to get to the **Edit Donation** menu.
4. At the bottom of the page, click on **Share Payment Link**. You will be able to send via Email or SMS.
If your fundraiser has **Tax Receipts** enabled, you can include your donor's Billing Address while entering their pledge. Tax Receipts can also be issued at a later date if you don't have this information, using the [**Tax Receipts Report**](https://chadmin.crowdchange.help/ct/How-to-Re-Issue-a-Tax-Receipt-(Tax-Receipts-Report).2031878151.html?t=lsmx9P7KHk1WU6-3G11a4w)**.**
In a Pledging scenario, donors **do not** have the option to cover any transaction fees (Credit Card or CrowdChange platform fees) associated with the transaction.
---
language: "en"
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# How Registration Works
For events where you need to offer **registration**options, whether paid or free, we've made it easy!
You can create as many registration tiers as desired, and participants can pay and register directly online.
All participant information can be downloaded, with one click, right to Excel.
For peer-to-peer campaigns where registration is **required** to fundraise, click [**here**](https://chadmin.crowdchange.help/ct/How-to-Link-Registrations-to-Personal-&-Team-Pages.2338291738.html?t=lsmx9P7KHk1WU6-3G11a4w) to learn how you can set this up on your CrowdChange site.
To set up simple registration within your fundraiser, follow these steps:
1. Go to your fundraiser, **Log In** , and then click **Manage Fundraiser**.
2. On the left sidebar, click **Purchase Options** .
3. On the **Purchase Options** page, click **Registration**and toggle the feature on.
4. Click **Save**.
5. To begin setting up registration, scroll down and click **Create Registration Tier**.
6. Set a **name** , **description** , add **variations** if needed, set a **price** (if desired) and a **limit** (if desired).
\**All variations will carry the same price and be part of the same limit.\**
7. Set your desired **availability** for the new registration tier.
*\*If desired, you may set a date to automatically close sales.\**
8. Click **Save** in the bottom right cornerwhen finished.
As the owner of a fundraiser, you will have access to all registrant details in your **Donations Report**. To access it, refer to the below:
[How to Access the Donations Report (Fundraiser Level)](https://chadmin.crowdchange.help/ct/How-to-Access-the-Donations-Report-(Fundraiser-Level).2341240833.html?t=lsmx9P7KHk1WU6-3G11a4w).
Donors will receive a **confirmation email** once their purchase is complete.
Please refer to [How Email Templates Work](https://chadmin.crowdchange.help/ct/How-Email-Templates-Work.2342387754.html?t=lsmx9P7KHk1WU6-3G11a4w) when confirming the Automated Trigger Emails within your fundraiser.
---
language: "en"
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# How Sponsorship Works (Sponsorship Packages)
Offering **Sponsorship Packages** is a great way to attract large donations to your fundraiser!
You can create as many Sponsorship Packages/Tiers as desired, and participants can pay directly online.
Upon completing checkout, the sponsor will receive email confirmation of their purchase.
See a demo fundraiser with Sponsorship enabled here: [**Demo Fundraiser**](https://charitiesknowledgebase.crowdchange.dev/13986)
Follow these simple steps to set up sponsorship on your fundraiser:
1. Go to your fundraiser, **Log In** , and then click **Manage Fundraiser**.
2. On the left sidebar, click **Purchase Options**.
3. On the **Purchase Options** page, click **Sponsorship Packages**and toggle the feature on.
4. Click **Save**.
5. To begin setting up your sponsorship packages, scroll down and click **Create sponsorship package.**
6. Set a **name** , **description** , **price** (if desired) and a **limit**(if desired).
7. Scroll down and select your desired **availability** for the new sponsorship package.
*\*If desired, you may set a date to automatically close sales.\**
8. Click **Save**in the bottom right to confirm.
As the owner of a fundraiser you will have access to all sponsor details in your **Donations Report** . See the following article \& video on how to access it: [How to Access the Donations Report (Fundraiser Level)](https://chadmin.crowdchange.help/ct/How-to-Access-the-Donations-Report-(Fundraiser-Level).2006974566.html)
Sponsors will receive a **receipt / confirmation email** once their purchase is complete.
Please refer to this article - [How Email Templates Work](https://chadmin.crowdchange.help/ct/How-Email-Templates-Work.2013757497.html) when confirming the Automated Trigger Emails within your fundraiser.
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language: "en"
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# How the Organizations Feature Works
If your charity segments its fundraising regionally or has multiple groups operating under one umbrella, the **Organizations** feature is a great way to ensure that your back-end reporting reflects this, while still allowing all donations to flow to the same holistic source.
**Organizations**is a feature that must be enabled site-wide and can be enabled by a CrowdChange support admin at any time. This feature allows users to select their organization when creating a fundraiser.
Once enabled, **Organizations** can be added from the admin menu (**Profile → Admin → Organizations**).
There is no limit to the number of Organizations you can add. The **Custom ID**field is used to create a shorthand identifier for reporting purposes.
With this feature enabled, when creating a fundraiser, a user will be prompted to select their organization. Using the Admin menu, site-wide administrators are able to set a default Organization if there is a specific one that is used more than the others.
Once a fundraiser is live on your CrowdChange site, when using the Organizations feature, the fundraiser card will indicate at the bottom which Organization is running the fundraiser.
Organization shown on Fundraiser Cards on site home page
**Admin Reports** can be filtered by Organization to allow for easier sorting and data analysis.
The **Site-Level Access Manager** can be used in conjunction with the **Organizations** feature, allowing a Site-Wide administrator to set administrative permissions for new or existing CrowdChange users across specific Organizations within your CrowdChange site. See our article on the [**Site-Level Access Manager**](https://chadmin.crowdchange.help/ct/How-to-Use-the-Site-Level-Access-Manager.2006974638.html)
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language: "en"
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# How Ticketing Works
Need to sell tickets? No problem, just turn on our **Fundraiser Tickets** feature!
You can create as many ticket tiers (with variations) as desired, and participants can pay directly online.
Upon purchase confirmation, the donor will receive an email receipt with their tickets attached as a PDF.
To set up tickets within your fundraiser, follow these simple steps:
1. Go to your fundraiser, **Log In** , and then click **Manage Fundraiser**.
2. On the left sidebar, click **Purchase Options**.
3. On the **Purchase Options** page, click Tickets and toggle the feature on.
4. Click **Save**.
5. To set up your ticket options, scroll down and click **Create Ticket**.
6. Set a **name** , **description** , add **variations** if needed, set a **price** (if desired) and a **limit** (if desired).
\**All variations will carry the same price.\**
7. Set your desired **availability** for the new ticket tier.
*\*If desired, you may set a date to automatically close ticket sales.\**
8. Click **Save**when finished.
As the owner of a fundraiser you will have access to all tickets and ticket purchase details within your **Tickets Report** and **Donations Report**. To access these, refer to the articles below:
[How to Access the Donations Report (Fundraiser Level)](https://chadmin.crowdchange.help/ct/How-to-Access-the-Donations-Report-(Fundraiser-Level).2006974566.html)
[How to Access the Tickets Report (Fundraiser Level)](https://chadmin.crowdchange.help/ct/How-to-Access-the-Tickets-Report-(Fundraiser-Level).2006941750.html)
Donors will receive a **confirmation email** once their purchase is complete.
Please refer to [How Email Templates Work](https://chadmin.crowdchange.help/ct/How-Email-Templates-Work.2013757497.html) when confirming the Automated Trigger Emails within your fundraiser.
---
language: "en"
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# How to Access and Set Up the Global Inventory (Admin Level)
The **Global Inventory Report** allows you to monitor shared inventory across multiple fundraisers from one central location.
For example, if the same t-shirt is sold through several fundraisers, global inventory allows those fundraisers to draw from the same available stock.
This article explains how to access the **Global Inventory Report** and how to create a global inventory item.
**How to Access the Global Inventory Report**
1. Go to your CrowdChange site and **Log In**.
2. Click your **Profile** in the top-right corner, then **Admin**.
3. From the left sidebar, go to **Fundraisers settings \> Global inventory** .
4. The Global Inventory Report can include the following information:
* **Item**
* **Variant**
* **SKU or custom code**
* **Limit**
* **Sold**
5. Use the available search and filtering options to find specific inventory items.
6. To export the report, click **Download**. The report can be exported as a CSV file.
**Fundraiser Items vs. Global Inventory**
The **Inventory Report** allows you to review two types of inventory:
**Fundraiser items**
Use this view for inventory that belongs to an individual fundraiser.
**Global inventory**
Use this view for shared inventory that is used across multiple fundraisers.
If the same physical stock is shared across multiple fundraisers, use the **Global inventory** view.
**How to Set Up Global Inventory**
Before setting up global inventory:
* Global inventory must be enabled for your entire site.
* You must have the **Global inventory** permission to create and manage shared inventory items.
To add a Global Inventory Role, go to:
1. **Admin \> Access Manager \> Manage roles \> Add role**
Enter the Name and a Short Description
2. In the drop-down menu for**General permissions,** select**Global inventory**
3. Click**Save**
You can then assign this role to current or new users.
**Create a Global Inventory Item**
1. Go to your CrowdChange site and **Log In**.
2. Click your **Profile** in the top-right corner, then **Admin**.
3. From the left sidebar, go to **Fundraisers settings \> Global inventory**.
4. Create a new global inventory item.
5. Enter the Inventory content and Variants for the item:
· **Product name**
· **Internal custom code**
· **Product Description**
6. Add one or more variants to the inventory item. For each variant, enter:
· **Variant name**
· **Variant description**
· **SKU**
· **Limit**
7. Save the global inventory item.
**Important:** The **variant** is the unit used to track inventory. Even if your item does not have multiple options, it should have at least one variant so CrowdChange knows which inventory count to update.
For example:
**Item:** T-shirt
**Variants:**
* Small
* Medium
* Large
Or:
**Item:** Meal Ticket
**Variants:**
* Vegetarian
* Regular
Once the global inventory item has been created, it can be linked to purchase options on your fundraisers or Blueprints.
**How Inventory Quantities Are Updated**
The **Sold** quantity does not need to be updated manually.
When a linked purchase is completed, CrowdChange automatically updates the sold and remaining quantities for the associated global inventory variant.
If a linked purchase is refunded or rolled back, the sold and remaining quantities are also updated automatically.
**Archived or Deleted Inventory**
Archived or deleted global inventory is no longer available when linking new purchase options.
However, inventory with previous sales may continue to appear in the **Inventory Report**. This preserves historical sold quantities and inventory information for reporting and reference.
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language: "en"
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# How to Access and Use the Tax Receipts Report
The **Tax Receipts Report** allows Admin users to view, manage, and take action on all issued tax receipts across your CrowdChange site. This report is designed to help you quickly find receipts, re-send them to donors, void them, or issue replacements.
*** ** * ** ***
## Accessing the Tax Receipts Report
To access this report:
1. Log in to your CrowdChange site.
2. Click **Profile** in the top right corner, then select **Admin**.
3. In the left-hand menu, click **Reports** , then **Tax Receipts Report**.
A view of the Tax Receipts Report within the Admin Dashboard
*** ** * ** ***
### What You Can Do in the Tax Receipts Report
Once inside the report, you'll be able to:
* **Search** for specific receipts using filters such as date range, fundraiser, donor name, or email.
* **Download**:
* A detailed **CSV file** of all issued tax receipts within your selected date range.
* A **ZIP archive** containing all PDF copies of the receipts in your filtered view.
* **Re-send Receipts** to the original recipient or to a new email address.
* **Void** a tax receipt (for example, if a donation was refunded or incorrect).
* **Re-issue** a corrected version of a receipt if any donor details need updating.
> For more details on re-issuing tax receipts, see our article: How to Re-Issue a Tax Receipt .
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#### Batch Actions
You can also take action on multiple receipts at once using the checkboxes in the report:
* **Resend multiple receipts** to their original recipients.
* **Download selected receipts** as a bulk ZIP archive.
* **Void multiple receipts** at once if needed.
This makes it easy to handle year-end summaries, campaign follow-ups, or corrections in bulk.
Available Batch Actions in the Tax Receipts Report
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#### Important Notes
* This report only displays **receipts that have already been issued**. Transactions that have not yet generated a receipt (due to ineligibility, minimum threshold not met, or being in a pending state) will not appear.
* Voided receipts are marked as such in the system and on the PDF itself.
* Re-issuing a receipt will **automatically void** the original version.
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