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.

 

 

Step 3: Click "Click here to add images" to add rectangular images for the cause.

 

 

 

Step 4: Review information and add additional details if required.

 

Updating a 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:

  1. Name - This is the cause name.
  2. Description - This describes the cause.
  3. Profile images for the cause can be updated to include more images and any of them can be made the default one.
  4. 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:

After editing: Click on the submit icon to save changes.