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How-To
How-To
Learn how to accomplish many common tasks with RallyUp
+2
140 articles in this collection
Written by
Steve Bernat,
Kevan Mann,
Jimmy Yao
and 2 others
Can I remove the ability for donors to leave comments on my fundraising page?
If you’d like to turn off the campaign chatter feature on your fundraiser, it’s not a problem!
Written by
Leanne Gould
Updated over a week ago
Can I change the start date of my campaign?
If you want your campaign to start on a particular date, RallyUp gives you that ability!
Written by
Leanne Gould
Updated over a week ago
How do I set up a Stripe account in a country not supported by Stripe?
If you’re fundraising in one of the few countries where Stripe is not supported yet, you can still raise funds on RallyUp!
Written by
Nicole C
Updated over a week ago
Add promo codes and offer supporters discounts on prizes, items, and registrations
Learn how to offer discounts to generate more participation in your campaign.
Written by
Leanne Gould
Updated over a week ago
Where can I add images on my campaign?
Learn about the benefits of adding images to your campaign and find out how to add them to different areas.
Written by
Nicole C
Updated over a week ago
How to enable Gift Aid on your UK campaign
Find out how to incorporate Gift Aid into your UK-based fundraiser.
Written by
Nicole C
Updated over a week ago
Options for displaying participant information on your fundraiser page
Learn about the options available for organizers to protect the privacy of participants and their information on their fundraising page.
Written by
Nicole C
Updated over a week ago
How to remove the list of participants and/or teams from the main fundraising page
Find out how to hide the participant and team names from a public fundraising page.
Written by
Leanne Gould
Updated over a week ago
How to remove the participant center button from my fundraising page
Find out how to remove the link to the participant center from your fundraising page.
Written by
Nicole C
Updated over a week ago
How do I use the prizes offered on Winspire?
Learn how to offer and distribute enticing travel packages through your fundraiser.
Written by
Leanne Gould
Updated over a week ago
How to change or cancel my recurring donation
Find out how to modify a recurring donation here.
Written by
Nicole C
Updated over a week ago
How to turn your fundraiser into a live virtual event
Find out how to add a live video stream to your fundraiser.
Written by
Nicole C
Updated over a week ago
How to disable donation dedications on your donation page
Find out how to turn off the option to donate in another individual’s honor.
Written by
Nicole C
Updated over a week ago
How to reuse a personalized link from a previous campaign
Find out how to use the same link you used for a previous campaign for future fundraisers.
Written by
Nicole C
Updated over a week ago
How to limit the number of participants that can join a team
Find out how to limit the number of people who can join a team when public registration is enabled.
Written by
Steve Bernat
Updated over a week ago
How to manage recurring donations on my campaigns and donation pages.
Find out how to run reports, update credit card information, or make cancellations for recurring donations.
Written by
Nicole C
Updated over a week ago
How to add or remove the leaderboards from your participant center
Find out how to add or hide the team and participant leaderboards for campaigns with team fundraising enabled.
Written by
Steve Bernat
Updated over a week ago
How to integrate ActiveCampaign with RallyUp
Learn how to integrate your CRM data with RallyUp’s fundraising API below.
Written by
Leanne Gould
Updated over a week ago
How to customize the link to personal or team fundraising pages
Learn how to edit the link to a personal or team fundraising page to reflect your name or your desired team name.
Written by
Steve Bernat
Updated over a week ago
How to change the terminology on the “donate” button
Written by
Nicole C
Updated over a week ago
How to create a unique link for your auction items
Written by
Leanne Gould
Updated over a week ago
How to change donor information on a contribution after it has been made
Find out how to update donor information on a contribution after the transaction has already been made.
Written by
Leanne Gould
Updated over a week ago
Add a notice for donors in the checkout process
Learn how to highlight any special rules or conditions on your campaign so donors can find important information easily.
Written by
Leanne Gould
Updated over a week ago
How to manually charge a donor’s credit card through your campaign
Learn more on how to add call in or one-time donations to your campaign in this guide.
Written by
Nicole C
Updated over a week ago
How to edit a registration on an event campaign
Written by
Kevan Mann
Updated over a week ago
How can I change the order that my prizes, registrations, or items appear on my campaign?
Written by
Leanne Gould
Updated over a week ago
How to send a receipt for paper tickets sold
Written by
Kevan Mann
Updated over a week ago
How do I create an event registration?
Learn how to create registrations that limit the quantity or time available.
Written by
Kevan Mann
Updated over a week ago
How to set up registrations with limited quantities or time on an a-thon campaign.
Written by
Kevan Mann
Updated over a week ago
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.
Written by
Leanne Gould
Updated over a week ago
How can I see how much each participant has raised?
Find out how to access participant information, including activity results and amounts raised.
Written by
Nicole C
Updated over a week ago
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.
Written by
Nicole C
Updated over a week ago
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.
Written by
Leanne Gould
Updated over a week ago
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.
Written by
Leanne Gould
Updated over a week ago
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.
Written by
Nicole C
Updated over a week ago
Campaign Management
What should I do if a donor’s credit card fails?
Don’t worry! We make it easy to collect these donations.
Written by
Leanne Gould
Updated over a week ago
Strategies for promoting your fundraiser
See tips and best practices for sharing and promoting your fundraiser to reach more donors
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!
Written by
Leanne Gould
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
Written by
Nicole C
Updated over a week ago
Can I add FAQ's to my fundraising page?
Learn how to add an FAQ section to your campaign
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.
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.
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
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.
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
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.
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.
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
Written by
Leanne Gould
Updated over a week ago
How do I hide the progress bar on my fundraising page?
Learn how to remove the progress thermometer from your campaign so viewers won’t see how close you are to your fundraising goal.
Written by
Kevan Mann
Updated over a week ago
How do I add or hide the countdown timer on my fundraiser?
Learn how to add or remove the countdown timer from your public fundraising page
Written by
Kevan Mann
Updated over a week ago
How can I show someone my campaign before it starts?
Find out how to create a shareable link to get feedback on a fundraiser before it goes live.
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
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.
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.
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.
Written by
Steve Bernat
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.
Written by
Leanne Gould
Updated over a week ago
How do I hide the list of donors and donations on my fundraising page?
Learn how to remove the list of donor from your public campaign page
Written by
Kevan Mann
Updated over a week ago
View and export a list of donations and donor information
Export information about donations, raffle ticket numbers, custom field responses, mailing addresses, phone numbers, and more.
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.
Written by
Kevan Mann
Updated over a week ago
How to change the start date of your fundraiser
Learn how to change the start date of your campaign to suit your fundraising needs.
Written by
Steve Bernat
Updated over a week ago
How do I add website links to my fundraising page?
Learn how to add links to other websites from your fundraising page
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
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.
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
Written by
Leanne Gould
Updated over a week ago
How to find and resend receipts to your donors
Find out how to view the receipts for any donations made on your campaign and resend them to donors who request them.
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.
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.
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.
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
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.
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
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.
Written by
Leanne Gould
Updated over a week ago
How to change your campaign end date
Find out how to extend or shorten your campaign by modifying its dates in campaign setup.
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.
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
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.
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.
Written by
Nicole C
Updated over a week ago
Cancel a Campaign
Find out how RallyUp can help you unpublish your campaign.
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.
Written by
Jimmy Yao
Updated over a week ago
Get notified of new donations and transactions
Find out how you can set up or disable email notifications for new donations and transactions on your campaign.
Written by
Jimmy Yao
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.
Written by
Kevan Mann
Updated over a week ago
Delete a campaign
Delete any of your unpublished draft campaigns
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 or business
Find out how to run a giveaway for a charity group or nonprofit organization.
Written by
Jimmy Yao
Updated over a week ago
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. Learn how with the following guide.
Written by
Jimmy Yao
Updated over a week ago
How to draw winners
Review your options for drawing winners at the end of your raffle or sweepstakes campaign.
Written by
Kevan Mann
Updated over a week ago
How do I redraw winners for my raffle or sweepstakes?
Learn how to draw alternate winners on your drawing fundraiser.
Written by
Jimmy Yao
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.
Written by
Kevan Mann
Updated over a week ago
How to set up entry levels for your raffle or sweeptakes fundraiser
Learn how to add and use various types of entry levels for your raffle or sweepstakes.
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.
Written by
Kevan Mann
Updated over a week ago
How to add paper raffle tickets 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.
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.
Written by
Jimmy Yao
Updated over a week ago
Add a sharing rewards 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.
Written by
Kevan Mann
Updated over a week ago
Export ticket numbers for your raffle drawing
Find out how to get a full list of all ticket numbers sold so that you can draw your winners.
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.
Written by
Kevan Mann
Updated over a week ago
Promoting your charity Sweepstakes
Learn about ways to promote and advertise your charity sweepstakes.
Written by
Jimmy Yao
Updated over a week ago
Payment Processing and Campaign Funds
How to update your credit card processing fees
Learn how to update your credit card processing fee if you've received a nonprofit discount from Stripe.
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
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.
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.
Written by
Nicole C
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.
Written by
Leanne Gould
Updated over a week ago
How to set your home currency in RallyUp
Learn how to select and use your country’s currency for your fundraisers.
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.
Written by
Steve Bernat
Updated over a week ago
Team Fundraising
How do I find my participant or team dashboard?
Learn how to find and use your fundraising dashboard here.
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.
Written by
Kevan Mann
Updated over a week ago
How to resend registration emails to participants on your campaign
Find out how to resend registration emails to all or selected campaign participants.
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.
Written by
Jimmy Yao
Updated over a week ago
How to add participants and teams for team fundraisers
Learn how to add or upload students, participants or teams to manage your team fundraising campaign.
Written by
Kevan Mann
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.
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.
Written by
Kevan Mann
Updated over a week ago
How do I customize the link for my participant center?
Learn how to personalize the link for your participant center in a few simple steps.
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.
Written by
Nicole C
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
Written by
Jimmy Yao
Updated over a week ago
How to find and share the link for your participant or team fundraising page
Learn how to find and share the link to your personal or team fundraising page so you can spread word and attract more donors
Written by
Kevan Mann
Updated over a week ago
How to invite people to join your fundraising team
Learn more about how to send emails to individuals to join your team and help raise funds.
Written by
Leanne Gould
Updated over a week ago
How to edit your member or team fundraising goal
Learn how to change your member, student, or team fundraising goal to suit your evolving needs.
Written by
Kevan Mann
Updated over a week ago
Sales
Add variations to the items you're selling
Learn how to allow donors to choose different colors, sizes, styles, or any other features when they purchase your items.
Written by
Jimmy Yao
Updated over a week ago
Events
How to see a list of event registrants
Discover how to view a list of all your event registrants so you can handle check-in, ticketing, and more.
Written by
Steve Bernat
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.
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.
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.
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.
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.
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
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.
Written by
Nicole C
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.
Written by
Leanne Gould
Updated over a week ago
Advanced Campaign Features
How do I set up Facebook Pixel Tracking?
Find out how to add a Facebook pixel to your RallyUp campaigns to access valuable insights about who views and donates to your fundraisers.
Written by
Jimmy Yao
Updated over a week ago
How do I set up Google Analytics?
Learn how to add Google Analytics to your organization's campaign pages to track visitor behaviors and demographics.
Written by
Jimmy Yao
Updated over a week ago
Promote a custom domain for your campaign link
Learn how to use a custom domain for one of your RallyUp campaigns here.
Written by
Jimmy Yao
Updated over a week ago
Donor Support
How to get free entries for sharing a giveaway
Learn how to earn free entries by promoting a raffle or sweepstakes fundraiser.
Written by
Jimmy Yao
Updated over a week ago
Contact the organizer of a fundraising Campaign on RallyUp
You can easily contact the organizer of a RallyUp Campaign to get help when you need it. Find out how below.
Written by
Leanne Gould
Updated over a week ago
Edit or manage your donation after the transaction is made
Learn how to edit or cancel a donation, view or print a receipt, find entry numbers, and update personal information on your donation.
Written by
Kevan Mann
Updated over a week ago
How do I find my ticket numbers?
Learn how to view the quantity of entries purchased and your ticket numbers on your confirmation receipt.
Written by
Leanne Gould
Updated over a week ago
How do I print my ticket?
If you’ve purchased an entry for online drawing, you won’t need to print your ticket. Learn more about digital entries and how they work.
Written by
Leanne Gould
Updated over a week ago
Donation Pages
How to setup a donation page?
Learn more about creating donation pages.
Written by
Nicole C
Updated over a week ago
How do I export donor information from my donation page?
Learn more on how to access information from your donation page.
Written by
Leanne Gould
Updated over a week ago
Auctions
How to update your credit card information on an auction bid
Written by
Jimmy Yao
Updated over a week ago
How to designate ‘fair market value’ for auction items to appear on winners’ receipts
Written by
Kevan Mann
Updated over a week ago
How to view a list of auction bids and bidders
Written by
Kevan Mann
Updated over a week ago
How to cancel a bid on an auction
Written by
Leanne Gould
Updated over a week ago
How to edit or increase your bid
Written by
Kevan Mann
Updated over a week ago