🔧 Managing Donations Campaign

Now that you’ve created your Donations Campaign, here’s how to manage and update it.

---

✏️ Editing Campaign Details

1. Go to the Active Fundraisers area.
2. If you don’t see your campaign, use the dropdown filter (top right) to switch between All Fundraisers or Donations Campaigns.

3. Click the three dots on the right of the campaign.
4. Select Edit Details.

5. Make the necessary changes to your campaign details.
6. Click Save to update the campaign.

---

👁️ Previewing Your Campaign

To see how the campaign appears to club members:

1. Click the pop-out icon in the top right corner.
2. This will open the public view of your campaign.

---

🔁 Recurring Payments

Enable Recurring Payments to allow supporters to donate automatically on a monthly or annual basis.

1. Click the Recurring Payments button.
2. Select either Monthly or Annual options from the dropdown.

---

💳 Instalment Payments

If you accept larger donations, you can offer Instalment Payments to let supporters pay in smaller amounts over time.

1. Click the Instalment Payments button.

2. Select from quick options:

   • Enable 3 Monthly
   • Enable 6 Monthly

   

3. For more detailed options, select Advanced to set a preferred payment day and specify the number of instalments.

4. Choose the Preferred Payment Day (e.g., 1st of each month).
5. Select the number of instalments and click Save Installment Options.

---

📊 Tracking Donations & Progress

1. Go to the Active Fundraisers area.
2. Click the View Orders button.

3. See a full list of donations with their payment status.
4. Click View for detailed information on each donation.

• Refund or Resend Confirmation: Use the buttons in the side panel to refund payments or resend confirmation emails.

• Filter Orders: Search by name or order ID using the filter field.

---

💵 Logging Offline Donations

If you receive a donation by cash or cheque, you can log it online to keep all records in one place.

1. Click the Offline Payment button.
2. Enter the donor’s details and donation amount.
3. Click Save and Close.

4. Offline donations will display in your dashboard with the status Offline.

---

🚀 Promoting Your Campaign

To reach more supporters, share your campaign link or QR code:

1. Click the Copy Link button to copy the URL to your clipboard.
2. You’ll receive a confirmation message when the link is copied.
3. Click the QR Code icon to generate a scannable QR code.

4. You can also print the QR code for physical promotion.

---

⏹️ Ending or Pausing a Campaign

To pause or end your campaign:

1. Go to the Active Fundraisers area.
2. Click the three dots in the top right.
3. Select Close Online Sales.

• The campaign will display as Online Sales Closed.
• To reopen it, click the three dots again and select Open Online Sales.

---

🔁 Cloning a Campaign

To quickly create a new campaign with the same setup:

1. Go to Active Fundraisers.
2. Click the three dots.
3. Select Clone.

• The cloned campaign will appear in Draft Fundraisers.
• To reactivate it, click Publish.

---

📂 Archiving a Campaign

To archive a campaign:

1. Click the three dots on the active campaign.
2. Select Archive.

• The campaign will move to the Past Fundraisers tab.
• To unarchive it, repeat the process and click Unarchive.