Donation Page Optimization Guide

Learn how to enhance your donation page settings for improved user experience and increased fundraising success. Discover essential customization tips, admin permissions setup, and dedication options to maximize your donation campaign impact.

• Donation Page
• Optimization
• Customization
• Admin Permissions
• Fundraising

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Uploaded on Sep 10, 2024 | 0 Views

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Presentation Transcript

1. Optimizing Your Donation Page Admin Permission to 'My Lists' Required SHULCLOUD TUTORIALS FOR KESEF CLIENTS SHULCLOUD TUTORIALS FOR KESEF CLIENTS

2. Customize Header and Title of Donation Page Customize Add Dedications Types for Dedicated Donations Add Ensure Charge Types are Enabled Specifically for Donations Ensure

3. Donation Page Title & Text

4. ADMIN MENU > MY LISTS

5. 1. 2. 3. 4. My Lists Template Text Page Headers & Footers Payment Page Top

6. Update Title via Subject & Add Info to Top of Donation Page

7. Dedications Section

8. Specify Dedication Types

9. Dedications Admin Menu>My Lists>Dedication Types

10. ADMIN MENU>SETTINGS>EDIT SETTINGS

11. Dedication Section Can Be Collapsed or Expanded Settings>Edit Settings>Dedications & Honorees

12. Dedication Section Can Be Collapsed or Expanded in Settings>Edit Settings>Dedications & Honorees

13. Charge Types for Donation Drop Down Menu

14. Charge Types selected for Donation Drop Down Menu If your donation dropdown menu needs updating please contact your Kesef Representative

15. Where Can I Use the Donation Page Link? ANYWHERE! ANYWHERE!

16. Newsletters | Eblasts Yahrzeit Notifications Where Can I Link the Donation Page? Lifecycle Notifications Information Websites for Synagogue ShulCloud Member Portals Statement Templates Template Text Payment Email Templates Payment Dedication Yahrzeit Templates for MailBuilder

17. Help Is Just an Email Away! Help Is Just an Email Away! Kesef Kesef Support Email: Support Email: kesefsupport@shulware.com kesefsupport@shulware.com