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Fundraising Module

Make fundraising easy with Classe365! Our platform is your one-stop shop for all of your fundraising and Donor Management requirements.

Jodie Mathew avatar
Written by Jodie Mathew
Updated over 2 weeks ago

Fundraising module by Class365 is a powerful tool designed to streamline, manage, and amplify a school's fundraising efforts. It replaces cumbersome spreadsheets, manual payment tracking, and disjointed communication with an efficient, transparent, and engaging system.

Core Objectives

The primary goals of a fundraising module are to:

  • Increase Donations: Make it easier for parents, alumni, and the community to donate.

  • Streamline Administration: Reduce the manual workload for staff and volunteers involved in fundraising campaigns.

  • Enhance Transparency: Provide real-time tracking and clear reporting for both the school and its donors.

  • Boost Community Engagement: Keep stakeholders informed and involved, fostering a stronger school community.

Let's take a deeper look at creating campaigns and collecting funds.

STEP-1: Add Campaigns

Go to Modules > Marketing & Admissions > Campaigns

The manage campaigns section is used to add and manage multiple campaigns. Click on "Add Campaign" button to start adding campaigns.


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Complete the required prompts and add a campaign.

Campaign Details:

This section includes all the details about the campaign.

#

Form Field

Description

1

Title

Name of the campaign.

2

Short Description

Brief description about the campaign.

3

Image/Video

Video about the campaign, we strongly recommend a video to capture the donor's attention. The image provides an overlay on the video.

4

Description

Explain the campaign.

5

FAQ

This section provides you a convenient way to add frequently asked questions about the campaign.

6

Contact Details

The primary contact information about the campaign manager, or department.

Availability Details

This section will contain the necessary details on the campaign availability.

#

Form Field

Description

1

Status

  • Live: The campaign becomes visible when the status is 'Live'.

  • Draft: If the campaign is still not complete, you can set the status to 'Draft'.

  • Closed: If the campaign funds have been collected, or the end date of a campaign is over campaign can be set to this status.

2

Start Date/Time

The starting date, or time for the funds to come in.

3

End Date/Time

The final date, or time to complete the campaign.

Payment Settings

#

Form Field

Description

1

Minimum Acceptable Amount

The minimum value to accept from the donors. This is optional, please ignore if you want to collect any amount.

2

Campaign Target

The sum amount to collect for a campaign.

3

Guest Payment Allow

If 'Yes', you can collect payments from public (guest) donors. However, if it is 'No' either the parent/teacher or any user from your institution can donate.

4

Payment Gateways

You can choose from which specific payment gateways you want to collect funds. Please configure the payment gateways before selecting.

5

Recurring Payment

If the donation needs to be a recurring, you can enable this option.

Other Settings

#

Form Field

Description

1

Display Donors

If 'Yes' the donor's information will be visible to the public (guest) user in the front-end.

2

Social Media Share

If enabled, the social media buttons appear for other users to share it on the other platforms.

3

Display Donation Tracking

If 'Yes' the donation tracking will be displayed.

Notification Settings

#

Form Field

Description

1

Notification email to main admin

The super-admin of the institution will be notified.

2

Notification email to be sent to

You can set the comma separated email list to send notifications to your sub-admins.

Snapshot - Campaign Prompts


STEP-2: Manage Campaigns

To view campaigns, click on Campaigns buttons.

Embedding Campaign on Webpages

To embed a campaign, click on the "Embed Code" action button.

Copy the embed code, and insert it in your webpages.

To embed all the campaigns in your website, simply click on the ellipses button, and copy the embed code.


STEP-3: Front End View For Donors

To check the front-end of your campaigns page, click on the ellipses button, and select "Front-End" there's a link in the Modules' menu as well.

This is a public view, so donations can be made through this page. Click on "View More" link to see more information about the campaign.

To donate funds, enter the amount, and click on the button "Donate".

The donor can also keep their donation anonymous during the payment process.


STEP-4: Donors Management

The donors tab will contain all the information about the donors, and funds donated for a campaign.

To view a specific donation, apply a filter for a campaign, and export the donor's information.

Bulk Import Donors

To bulk import the donor's information to fundraising module, simply export, the system will give you a template, insert the donors information and import back.

Mass Emailing Donors

To send bulk emails/SMS notification to donors about your upcoming campaigns, or existing campaigns, just select the donor records and send notification.


STEP-5: Payment Transactions & Invoices

To view all donation information, go to Payment Transactions tab.

To print the invoice, click on the (โ„น๏ธ) action button.

You can share this invoice with the donor.



Questions? Write to us at [email protected]

OR use in-app chat service
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