Important: To configure your campaign settings, you must be an Org Admin or Manager.
To change how your donors interact with your campaign, you can configure the following settings:
- Payments tab – Set donation amounts, enable recurring donations, enable pledges, add funds, or customize the donation button text.
- Options tab – Redirect donors to your website after a donation, request their phone number, or require them to acknowledge your policies.
Configure settings in the Payments tab
- Select
, and then select Campaigns.
- From the list of campaigns, select the campaign that you want to configure.
- Select Customize Your Campaign, and then select Payments.
- Configure the settings.
- Select Save.
The Payments tab contains the following settings:
Setting | Description |
Preset Payments Amounts | Enter up to three payment amounts that a donor can choose from. |
Enable Custom Donation Amount | Allow a donor to enter a custom payment amount. |
Enable Recurring Donations | Allow a donor to set up a recurring donation for the campaign. A donor can select a payment frequency and choose when the payment cycle ends. |
Enable Custom Funds Allocation | Add a fund to the campaign. A campaign can include one or more funds for different causes. If a campaign includes multiple funds, a donor can choose which fund to donate to. |
Donor Operational Expense Fee Offset Options 3% |
Choose how you want to handle the 3% fee to offset operational expenses. Select one of the following options:
|
Enable Pledges | Allow a donor to make a payment at a future date. The donor can select a dollar amount and a payment date. |
Pledge Button Text | Customize the text for the pledge button. |
Donate Button Text | Customize the text for the donate button. |
Configure settings in the Options tab
- Select
, and then select Campaigns.
- From the list of campaigns, select the campaign that you want to customize.
- Select Customize Your Campaign, and then select Options.
- Configure your settings.
- Select Save.
The Options tab contains the following settings:
Setting | Description |
Redirect to Website After Donation | Redirect donors to your organization’s website after they donate. |
Ask for Phone Number | Prompt each donor to provide their phone number. |
Show Policies |
Add a checkbox to ask the donor to confirm the terms and conditions and privacy policy. For more information about how to customize your campaign policy, go to Customize your campaign policy in Roc Giving. |