Campaign (cause) Management

If you want all donations to consolidate into a single central fund, there is no requirement to set up additional causes.

Optionally, you can set up multiple causes to reflect a range of different funds that you would like your supporters to donate to. This function is available to all customers and is particularly ideal for larger Charities and organisations that would like to identify and separate out donation amounts.

Example uses include:

• multiple locations

• multiple fundraising events or appeals

• to separate activities (e.g. Roof repair fund, Festival fund, general offertory etc.),

The system also allows you to identify those individual causes which are Gift Aid eligible.

When you set up multiple causes you have the option to prioritise up to 5 causes which you would like to highlight on your default donation page. You have the option to upload an image to represent the individual causes and this will be used when the cause is chosen as a priority cause.

Priority causes and priority cause order can be amended at any time.

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To manage your causes

1. Click on the submenu Cause Management under the My Account function in the Portal.

1. You can add causes individually or in bulk and you can edit or delete them at any time.

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To add an individual cause

1. Click on +ADD CAUSE

The cause details will default to the account address so only needs to be changed if required.

• Add the cause name

• Add the cause reference you wish to use (up to 10 characters)

• Select the eligibility for Gift Aid

• Choose a priority if you would like this cause to be one of highlighted causes on your default donation page

• Select and upload an image to represent the cause if you are using the cause as a priority cause

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To add causes in bulk

1. If you have a number of causes to set up, we have provided the ability to upload these using a CSV file of the relevant cause data.

2. Click on UPLOAD CAUSES

Full instructions are provided regarding the creation of the CSV file which should contain:

• Cause Name

• Cause Reference

• Charity Number

• First Line of Address

• Second Line of Address

• Third Line of Address

• Town

• Postcode

• Gift Aid status

TIP – Download the Cause Example and replace the dummy data with your own Cause data.

1. Upload the CSV file when you are ready.

2. Once you have uploaded the causes, use the EDIT function in CAUSE MANAGEMENT to allocate Priorities and upload Images.