Donation Page Optimization Guide

Slide Note
Embed
Share

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.


Uploaded on Sep 10, 2024 | 0 Views


Download Presentation

Please find below an Image/Link to download the presentation.

The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.

E N D

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

Related


More Related Content