Portal User Guide

This user guide explains how to use the Toucan Collect portal to generate and manage your campaign QR codes.

Logging In

• ^{Log in to the Toucan Collect Panel using your sign-up credentials.}

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2. Merchant Dashboard

• ^{From the Merchant Dashboard, select Toucan Collect under the 'Toucan' heading.}

Merchant Panel

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3. Create Campaign

• ^{Click on 'New Campaign' to start setting up your campaign.}

New Campaign

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4. Campaign Setup

• ^{Campaign Name: Enter a name for your campaign (e.g., "Charity Bake Sale").}

• ^{Active Toggle: Ensure the toggle is set to green to activate the campaign.}

• ^{Campaign Description: Provide a description for your campaign (this will appear in the app, but not on the Donation Page preview).}

• ^{Press 'Next'.}

Create Campaign

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5. Goals & Amounts

• ^{Donation Amounts: Enter donation amounts (whole numbers). Press TAB or ENTER to move between entries. The preview will update accordingly.}

• ^{Choose Amount: Enable this if you want to allow donors to select their own donation amount.}

• ^{Currency Code: Select the currency.}

• ^{Goal: Set a target goal for the campaign.}

• ^{Press 'Next'.}

Preview screen with customisation

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6. Branding

• ^{Colors: Choose primary and secondary colors for your campaign. Use contrasting colors for better visibility.}

• ^{Logo: Upload your organisation's logo.}

• ^{Background: Upload a background image.}

• ^{The previewer will update as you make changes to help you visualise the final design.}

• ^{Press 'Next'.}

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7. Confirm

• ^{Review Confirmation Page: Ensure all the campaign details are correct.}

• ^{Create New Campaign: Once reviewed, click 'Create New Campaign' to save and finalise it.}

Saved campaign

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1. Sharing the Campaign:

• ^{QR Code and Activation Link: After creating the campaign, you can download the QR code and copy the activation link.}

• ^{Sharing: These can be shared with your fundraisers, volunteers, and employees, who can then use them to join the campaign in the Toucan Collect app.}

• ^{Download the QR Code: Click on the QR code to download it to your device. This file can be attached to emails or literature.}

• ^{Now that your campaign is saved, you can download the QR code and copy the Activation link to share with your fundraisers.}

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1. Campaign Editing:

• ^{If you need to make changes, click the blue "Edit" button to modify your campaign details.}

Edit campaign

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1. Campaign Management:

Campaign management

• ^{View All Campaigns: Click on the 'Campaign' header to see a list of all your campaigns.}

• ^{Live Campaign Limit: Note that only one campaign can be active per fundraiser's device at a time, but you can share different QR codes for different campaigns.}

• ^{Deleting Campaigns: If needed, you can delete campaigns by selecting the campaign, pressing 'Bulk Actions,' and choosing 'Delete selected.' Be careful when deleting, as it will remove the campaign from your fundraisers' devices.}

Deleting campaigns

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1. Campaign Overview Page:

^{This is where you will see the full list of your campaigns.}

Campaign overview

• ^{Goal: The fundraising target for the campaign.}

• ^{Raise: The amount raised so far.}

• ^Icons:

  • ^{QR icon: For downloading the QR code.}

  • ^{View icon: For checking the campaign's details.}

  • ^{Edit icon: For editing campaign details.}

Icon list