Creating and Updating a Cause
Creating a Cause:
Step 1: Make sure you have the necessary permissions as an Admin, Billing Administrator, or Cause Manager.
Step 2: Select your institution from the main 'Institutions' tab.
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Click on “Create New Cause.”
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Enter cause details:
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Cause Name and Email
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Optionally, Address, Description, and up to 3 Categories.
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Specify if the cause accepts Donations, Volunteers, Attendees, and if it's a scheduled event.
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For donations:
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Specify Cause Goal.
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Set Start and End dates.
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Default Donation amount.
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Choose External Donations if needed.
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If recruiting volunteers, enable volunteers and add necessary fields.
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If expecting attendees, enable attendees and add necessary fields.
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For scheduled events, set Start and End Dates and recurrence.
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Choose External Donations if using an external payment provider. Secure HTML code for payment button. Unsure? Contact Administrator or support@easy-donate.com.
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Click "Save."
Step 3: Click "Click here to add images" to add rectangular images for the cause.
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Use the blue check mark to select the main image.
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Click “Save.”
Step 4: Review information and add additional details if required.
Updating a Cause:
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After cause creation, select the cause within an institution.
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Click on the pencil icon to edit the cause.
Information that can be modified:
Some fields can be edited only after clicking on the pencil icon next to it, and others can be modified directly.
After modification, a tick mark is placed next to the modified fields (except for the profile images), and the user needs to click on it to make the change permanent.
For the Profile Images, the 'Save' button needs to be clicked to make the change permanent.
Below are the fields which have pencil icon displayed next to it and it needs to be clicked to edit any of these fields:
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Name - This is the cause name.
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Description - This describes the cause.
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Profile images for the cause can be updated to include more images and any of them can be made the default one.
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Default donation values - There are three default donation values that can be shown to the donor users at the time of donation. Donors can choose to ignore these values and select a custom amount also.
Fields that can be modified directly:
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Goal: The total fundraising amount you wish to achieve. This can be adjusted and updated as needed.
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Start and End Date: The period during which the cause will be active and able to receive donations. Donations will cease after the End Date is reached.
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Volunteer and Participant Sections: Enabling these features allows you to invite volunteers who help coordinate and support the cause and register attendees (beneficiaries). You can collect additional information from them, including custom fields beyond the default ones like First Name, Last Name, and Email.
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Activating a Cause: You can set the cause as Active or Inactive. An Inactive cause won't be able to collect donations. This feature can help you review and finalize the cause's details before making it active, or to quickly disable a cause if needed.
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Categories: These are the thematic categories that the cause falls under. Donors can easily find causes that align with their interests by browsing through these categories. You can choose up to three categories for the cause.
After editing: Click on the submit icon to save changes.