How-To

Learn how to accomplish many common tasks with RallyUp

Steve Bernat avatar Kevan Mann avatar Jimmy Yao avatar +2
115 articles in this collection
Written by Steve Bernat, Kevan Mann, Jimmy Yao and 2 others

How can I include a waiver or forms for people participating in my event?

Find out how to include a notice, terms, forms, or other information for participants when they register for your event.
Leanne Gould avatar
Written by Leanne Gould
Updated this week

How can I see how much each participant has raised?

Find out how to access participant information, including activity results and amounts raised.
Leanne Gould avatar
Written by Leanne Gould
Updated this week

How can I see how much each participant has raised?

Find out how to access participant information, including activity results and amounts raised.
Leanne Gould avatar
Written by Leanne Gould
Updated this week

How do I send an email to participants on my campaign?

Learn how to compose and send an email to participants of your campaign right from your RallyUp account.
Leanne Gould avatar
Written by Leanne Gould
Updated this week

How to change the name or email associated with your RallyUp account

Learn more about how you can edit your personal contact information in your RallyUp account.
Leanne Gould avatar
Written by Leanne Gould
Updated this week

Where can I find how many free entries I’ve earned from sharing a campaign?

Learn how to access your promoter dashboard to track the free entries you’ve earned for promoting a raffle or sweepstakes campaign.
Leanne Gould avatar
Written by Leanne Gould
Updated this week

Can I add an option for people to donate without making a purchase?

Learn more on how to offer the option to donate to your organization without participating in your fundraising experience.
Leanne Gould avatar
Written by Leanne Gould
Updated this week
Campaign Management

Strategies for promoting your fundraiser

See tips and best practices for sharing and promoting your fundraiser to reach more donors
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to find and share your campaign link

Use your fundraiser's unique URL to spread the word and get more donors!
Linsay Chavez avatar
Written by Linsay Chavez
Updated over a week ago

How do I change the link to my fundraiser?

Learn how to edit the unique URL for your campaign page
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Can I add FAQ's to my fundraising page?

Learn how to add an FAQ section to your campaign
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Can I hide the description of my organization on the campaign page?

Learn how to remove your organization’s logo and information from your fundraising page.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Can I add a video to my fundraiser?

Learn how to add a video to your campaign page using these simple steps.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How do I customize the thank-you note to donors?

Learn how to add your own message in the confirmation receipt sent to donors
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How do I display legal notices or terms on my campaign?

Learn how to use the details section in the sidebar of your campaign page to display legal information.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I change my organization's name?

Learn how to change the display name for your organization
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Can my donors choose how their donation is allocated?

Learn how to set up funds that your donors can choose from to give them more flexibility when supporting your campaign.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I customize the terminology on my fundraising page?

Learn how to change the terminology used across your campaign.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I add a description of our organization?

Learn how to update your organization's profile information
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How do I hide the progress bar?

Learn how to remove the progress thermometer from your campaign so viewers won’t see how close you are to your fundraising goal.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I hide the countdown timer on my fundraiser?

Learn how to remove the countdown timer from your public campaign page
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How can I show someone my campaign before it starts?

Learn how to share your campaign for feedback before you promote it
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How can I hide the amount raised on my fundraiser?

Learn how to remove the amount raised from your public campaign page
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Promote your Campaign with Text-to-Give

Learn how to easily direct donors to your fundraising page via text message.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I edit the text shown on my donor's bank statement?

Learn how to customize the description shown on your supporters’ bank statements.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Email donors and post updates on your campaign

Keep your supporters engaged by posting campaign page updates or sending emails to encourage them to spread the word about your fundraiser.
Linsay Chavez avatar
Written by Linsay Chavez
Updated over a week ago

How to hide the prizes on my participant center.

Learn how to display the participant prizes for anyone to see, or hide prizes so only participants can view them.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How do I hide the list of donors and donations?

Learn how to remove the list of donor from your public campaign page
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

View and export a list of donations and donors

Find out how to export raffle ticket numbers, custom field responses, mailing address, phone number, and more.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to customize the tax receipt

Learn how to edit the tax exemption notice that appears on your donors' receipts.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to edit your campaign start date

Learn how to change when your fundraiser starts.
Linsay Chavez avatar
Written by Linsay Chavez
Updated this week

How do I add external links to my fundraising page?

Learn how to add links to other websites from your fundraising page
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I edit the campaign chatter?

Learn how to edit the comments left by donors on your fundraising page
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Send an email to all of your donors

Discover how you can send an email to some or all of your donors with these simple steps.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Automatically send Canadian tax receipts to your donors

Learn how to set up and use the automatic Canadian tax receipt feature
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Find or resend donation receipts

Find out how to view the receipts for any donations made on your campaign and resend them to donors who request them.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to format images for your campaign banner

Learn how to size and format the images you upload to your campaign banner.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I use the widget?

Learn how to embed your fundraising widget on your website in a few simple steps.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I create custom fields to collect information from donors?

Learn how to add custom fields to your fundraiser’s donor checkout page.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to cancel and refund a credit card transaction

Learn more about how you can cancel and refund credit card transactions, donations, payments, purchases, and more
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Add donations you've received offline

Find out how to enter any check or cash donations you've received outside of your RallyUp campaign here.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Mark Check Donations as Received

How do I keep track of people who donate by check
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Copy a campaign

Learn the simple process for making a copy of any fundraiser in your account.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Change your Campaign end date

Find out how to extend or shorten your campaign by modifying its dates in campaign setup.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Can I see how many people have visited my campaign page?

Find out how you can see the total number of views your fundraising page has received.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How to check-in event attendees and participants

Learn how to check-in attendees or participants on your campaign
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Add sponsors to your campaign page

Discover how you can highlight businesses or prominent people associated with your fundraiser to show your appreciation for their support.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Archive a completed or cancelled campaign

Hide your completed or cancelled campaigns from your account and from the public by archiving them.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Cancel a Campaign

Find out how RallyUp can help you unpublish your campaign.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to add Administrators to your Campaign

Learn how to invite people to help manage and run your Campaign.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Get notified of new donations and transactions

Find out how you can set up email notifications for new donations and transactions on your Campaign.
Linsay Chavez avatar
Written by Linsay Chavez
Updated over a week ago

How to use compact descriptions on your fundraiser

Learn about compact descriptions and how to enable this option for your campaign page.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Delete a Campaign

Delete any of your unpublished draft Campaigns
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago
Raffles and Sweepstakes

How to run a charity raffle or sweepstakes if you are an individual

Find out how to run a giveaway for a charity group or nonprofit organization.
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

Allow a supporter to create a raffle or sweepstakes on RallyUp for your organization

Give an individual or business the ability to run a charity giveaway on behalf of your organization.
Jimmy Yao avatar
Written by Jimmy Yao
Updated this week

How to draw winners

Review your options for drawing winners at the end of your raffle or sweepstakes campaign.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I redraw winners?

Learn how to draw alternate and additional winners for your raffle or sweepstakes
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I change my ticket pricing?

Learn how to change the pricing levels on your raffle or sweepstakes with these simple steps.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

View your raffle, sweepstakes or auction winners

Learn how you can retrieve a list of winners and their contact information for your raffle, sweepstakes or auction campaign.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to set up entry levels for your campaign

Learn how to use and add entry levels in campaign setup for your raffle or sweepstakes.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How do I display the number of entries sold or available?

Learn how to show counters for the number of entries sold and/or available.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to add paper raffle entries that you've sold offline

Learn how to enter the physical raffle tickets you've sold outside of RallyUp so they're included in the drawing of your winners.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Strategies and best practices for using entry levels

You can boost raffle and sweepstakes purchases by using entry levels to encourage donor participation. Find out how below.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Add a viral sharing program to promote your Raffle or Sweepstakes

Learn how you can provide incentives to supporters for sharing your raffle or sweepstakes within their social networks.
Kevan Mann avatar
Written by Kevan Mann
Updated yesterday

Export ticket numbers for your raffle or sweepstakes drawing

Find out how to get a full list of all ticket numbers sold so that you can draw your winners.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to limit the total number of entries sold on your raffle

Learn how to sell a limited number of tickets for your raffle fundraiser.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Promoting your charity Sweepstakes

Learn about ways to promote and advertise your charity sweepstakes.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago
Payment Processing and Campaign Funds

How to update your credit card processing fee

Learn how to update your credit card processing fee if you've received a nonprofit discount from Stripe.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Accept mobile payments with Apple Pay and Google Pay

This guide explains how you can allow donors to donate quickly right from their smartphones using Apple Pay or Google Pay
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How to set up Direct Funding

Discover how you can receive the funds you raise for your campaign quickly with our convenient direct funding option.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Were my funds sent yet?

Learn how funds are processed once you’ve initiated a fund request.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Can I switch to Direct Funding if my fundraiser is live?

Learn about ways to change your funding options after your campaign has already started.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How can I accept PayPal payments for donations?

Learn how to use PayPal as a payment option for donors who have a PayPal account.
Leanne Gould avatar
Written by Leanne Gould
Updated yesterday

How to set your home currency in RallyUp

Learn how to select and use your country’s currency for your fundraisers.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Withdraw and send funds to your organization

Use the following guide to find out how to withdraw the funds you've raised and send them to an organization.
Steve Bernat avatar
Written by Steve Bernat
Updated yesterday
Team Fundraising

How do I find my participant or team dashboard?

Learn how to find and use your fundraising dashboard here.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

Edit who is credited for a donation

Edit donations so that the appropriate people are recognized for funds raised on their behalf.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I resend the registration email to teams or participants?

Learn how to resend the registration email that was sent to your team fundraising participants.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I edit the thank you email sent to participants and teams when they register?

Learn how to customize the thank you message sent to teams and participants when they register for your fundraiser.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How to add participants for team fundraisers

Learn how to add or upload students, participants or teams to manage your team fundraising campaign.
Kevan Mann avatar
Written by Kevan Mann
Updated yesterday

Can I remove the team and participant leaderboards?

Learn how to hide the leaderboards and rankings in your participant center.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Edit the email text your participants and teams send to potential donors

Learn how to customize the sharing message your participants or teams can use when promoting your fundraiser.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

View and edit your personal Fundraising Page

Learn how to customize your personal page to reflect your personality and style.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I customize the URL for my participant center?

Learn how to personalize the link for your participant center in a few simple steps.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How to add prizes to incentivize participants on your campaign.

Learn more on how to add prizes for participants and teams helping to raise funds on your campaign.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How do I change the term “participant center” for my fundraiser?

Learn how to rename the Participant Center on your fundraiser
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

Get a sharing link for your participant or team fundraising page

Spread the word about your campaign and attract more donors to your member or team fundraising page with your unique sharing link.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to invite people to join your fundraising team

Learn more about how to add individuals to your team to help raise funds.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

Edit your member or team fundraising goal

Learn how to change your member, student, or team fundraising goal to suit your evolving needs.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago
A-Thons

Enter activity results on your A-thon fundraiser

Learn how to log the miles run, words spelled, laps completed, or any other activity for your A-thon fundraiser.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How to calculate amount raised so far on your A-thon fundraiser

Learn how to calculate the estimated amount raised on an A-thon fundraiser after entering activity results.
Kevan Mann avatar
Written by Kevan Mann
Updated over a week ago

How do I create preset pledge amounts for donors?

Learn how to set predetermined pledge amounts donors can choose from on your A-thon fundraiser.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

What does the asterisk or ‘TBD’ mean?

Learn how pledge amounts are displayed and calculated on your A-thon campaign.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How do I set minimum and maximum per-unit pledge amounts?

Learn how to set limits on per-unit pledges.
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How to finalize your A-Thon fundraiser

Enter activity results and finalize your A-thon fundraiser
Jimmy Yao avatar
Written by Jimmy Yao
Updated over a week ago

How can I run a pledge campaign but take only one-time donations?

Discover the differences between A-thon versus crowdfunding using RallyUp’s team fundraising options.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago

How to credit a write-in donation

Learn how to update pledges that were not assigned to a registered member so you can give credit to the appropriate participants.
Leanne Gould avatar
Written by Leanne Gould
Updated over a week ago