JustGiving_Onboarding_Guide_2019

Yourcompleteguide

Version1,November2018

W hat’sinthisguide

1.Gettingstartedandloggingin
2.Usingreportslikenobodyelse

-Thedifferentreportsavailable
-UsingCustom Codes
-Usingthequicksearch

3.Gettingthemostoutoffundraisingtools

-Addingevents
-Viewingandpromotingyourevent
-Everythingyouneedtoknow aboutwidgets

4.LaunchingyourownCampaignPages

-CreatingaCampaignPage

5.Brandingandsettings

-Addingnew userstoyourcharityaccount
-Viewinginvoices
-Updatingyourbranding

Gettingstartedandloggingin

TologintoyourJustGivingaccount,gotowww.justgiving.com/login(youmightwantto
bookmarkthis,you’llbeusingitalot!).
Ifyou’veforgottenyourlogindetails,you’llseethe‘Forgotyourpassword?’option.Once
you’rein,you’llbegreetedwithyourcharity’shomepage.

From thehomepageyoucannavigatetodifferentareasofyourcharityaccount,usethe
fundraiserordonorquicksearch(moreonthislater)andvisitourresourceshubandFAQs.
Thetoolbaratthetopwillbeyournavigationtool.Here’sanoverview ofwhatyou’llfind
where.
1.Reports–everythingfrom yourpaymentreportstoFundraisingPageanddonationreports.
2.Fundraising–from widgetsandbuttonstoaddingandpromotingevents
3.Campaigns–createnew CampaignPagesandview andmanageexistingones.
4.Branding&settings–addnew users,updateyourcharity’sJustGivingprofileandchange
yourpasswordandpersonalemailsettings.

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Usingreportslikenobodyelse

You’llfindthreedifferentreportsinyourJustGivingaccount:

Paymentreports-detailsofanypaymentsmadetoyourcharity’saccountbyJustGiving
from donationpaymentstoGiftAidpayments.You’llreceiveabreakdownoftheamounts
we’vepaidyou,relevantfees,donordetails(unlesstheyhavechosentoremain
anonymous)andthefundraiser’sinformation(ifthedonationwasmadeviaaFundraising
Page).

Donationreports–from donationsmadedirectlytoyourcharitytothosemadeviaa
FundraisingPage,thisreportwillhaveit.You’llbeabletocreatereportsforthespecific
timeframeyouwant–from thelastweektothelastyear.Includedwillbedonordetails
(ifthey’veoptedintohearfrom you)andthereportwillupdatedailyatmidnight.

FundraisingPagereports–getthelow downonwho’screatingFundraisingPagesfor
you,justlikedonationreports,itwillupdatedailyatmidnightandwillincludeeverything
youmightwanttoknow.

W hilstdifferentintheircontent,theFundraisingPagereportanddonationreportwork
thesameway,soyoucanapplythesamestepsbelow toyourdonationreports.

TwdoihfpfaetTre“iptny:tpYoeop”utoicofanpnsaffgoiletreyyrooyuuo’ruteoriFcnhuteonrdoerssaetiesfdirnogimn.P:aTgheerreepaorerttshbreaesedon
Pagescreated–toidentifynew fundraisers
Pagesexpiring–FundraisingPagesthatareabouttoclose
Pageswithaneventdate–toseeallthepagescreatedfora
specificevent

YoucandownloadalistofallthecolumnsavailableintheFundraisingPageanddonation
reportsandtheirdefinitions.Youcanfindthem here:

DownloadFundraisingPagereportcolumns
Downloaddonationreportcolumns

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Here’show touseFundraisingPagereports:
-HeadtothereportstabandthenclickonFundraisingPagereports
-You’llbetakentoanew pagewhichwilllooklikethis:

Yoursavedreporttemplatesareuniquetoyou.Youwillonlyseepreviousreport
templatesyou‘vesavedwithyourspecificlogindetails.Havingsavedtemplates
meanyoucaneasilyandefficientlyaccesstheinformationyouneed.
Anup-to-dateglanceofthetotalraisedinthelast12monthsbyyourcharityon
JustGiving.ItwillincludethenumberofpagescreatedandthetotalGiftAid
amountreceivedtoo.

Togglebetweenthedifferenttimeframeparametersorchooseaspecificdate
rangetosuityou.
Usethedrop-downoptiontofilteryourreportdatabypagescreatedorexpiring
oreventdate.
A basicreportwillincludelotsofcolumns(we’reserious,there’slots!)butifyou
don’tneedallthisinformation,clickon‘Addorremovecolumns.’A popupwill
appearthatwillallow youtoselectanddeselectcolumns.
Usethearrow icontodragcolumnsupanddown(dependingontheorderyou’d
liketoview them in),andthepenciltorenamethereportcolumnsifyouwish.

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Onceyou’rehappy,click“Savetemplate,”you’llthenbepromptedtofillinanameforthe
reportandabriefdescription.
-Yoursavedtemplateswillsitinthereportstabundersavedreporttemplatessoyoucan
downloadareporttoyourchosenspecificationswheneveryouwant.
-Youcanalsoedityoursavedreportswheneveryoufeellikeit.
-Don’tforgetyoucanapplyalltheaboveinstructionstodonationreportsaswell.
Paymentreportsaren’tcompletelydifferenttoFundraisingPageanddonationreports
buttherearesomedifferencesyou’llwanttoknow about.Ifyouclickonthepayment
reportsoption,you’llbetakentoapagelikethis:

Edityourreportpreferencesfrom here,andaswiththeFundraisingPagereports,
you’llbepresentedwithalistofalltheavailablecolumnstoselectordeselect.

Togglebetweendifferentdateparameterstofindthecorrectreports.

Eachpaymentreportwillhaveabreakdownavailableincludingthedateof
payment,typeofreport(donationorGiftAid),thegrosstotal,feestotalandnet
payment.
YoucandownloadalistofallthecolumnsavailableinthedonationpaymentandGift
Aidpaymentreports:
Downloaddonationpaymentreportcolumns
DownloadGiftAidpaymentreportcolumns

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UsingCustom Codes

Custom Codesallow youtoaddyourcharity’sowninternalcodestoJustGivingreports.
TherearetwotypesofCustom Codes:

-Event
-FundraisingPage

Tousethem,firstaddheadersforeachtypeofCustom Code.You’llbeabletoaddthree
headerspertype.Ifsomeoneinyourorganisationhasbeatyoutoit,youwon’tbeableto
editthem directly.ToedityourexistingCustom Codes,you’llneedtodropusanemail.

YoucancodeallyoureventsandFundraisingPagesonJustGiving.Justrememberto
press“Save”whenyou’redone!

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Usingthequicksearch

Ontheright-handsideofthereportstabandthe
homepageofyourJustGivingaccount,you’llfindour
quicksearchforfundraisersanddonors.

Usethesearchbartofinda
fundraiseroradonationby
searchingtheirnameordonation
reference(foundinyourreports).

You’llseeabriefsummaryofthe
fundraiserincludingtheirname,
FundraisingPagewebaddress
(whichwillbehyperlinked)and
theiremailaddress.

Findoutthe“status”ofthe
FundraisingPagetoseewhether
it’sactive,cancelledorcompleted

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Ifyouclickon“View summary,”you’llreceiveamoredetailedoverview aboutthe
FundraisingPageincludingeverythingfrom theireventtothepagetitle,theirtargetand
amountraisedtodate.

TopTip:WehavethreedifferentFundraisingPagestatuses:
Active-thepageisopenandcanreceivedonations
Cdoonmaptiloentes.-Ptahgeepsaagreectyapnicstaillllybseevtiteowtehdisbsutattitusca3nmnoonltohnsgaefrterercaeive
fundraisingeventhasended
Cancelled-thepagehasbeenclosedandcannolongerbeviewed

Ifyouclickon“View donations”you’llseesomethinglikethis:
Unfortunatelyforthis
demoFundraisingPage,
it’snotreceivedany
donations!
However,ifithadyou
couldseeabreakdownof
allthedonationsmade,
anddownloadaspecific
donationreportforthe
FundraisingPage.

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GettingthemostoutofFundraisingtools

EventsTool

AddingeventstoyourJustGivingaccountisagreatwaytoensureyou’rebothaccurately
reportingandcorrectlypromotingyourevents.Itcreatesdetailsfundraiserscanchoose
whensettinguptheirpagetoensuretheydon’taddincorrectinformationtoit.

Toaddanevent,makesureyou’veclickedonthe
Fundraisingtab.Then,clickon“Addanevent,”you’llthen
beaskedtofillinafew details.

Thefieldsmarkedwithanasterisk
needtobefilledin,including
choosinganoptionfrom the
drop-downfor“category.”

Iftheeventisopentopeople
supportinganycharity,we’ll
displayittoeveryonesettingupa
FundraisingPage.Ifnot,we’ll
makesureonlypeoplecreatinga
FundraisingPageforyourcharity
canchoosethisevent.

-Onceyou’rehappywiththe
eventdetails,clickContinue.

-You’llbetakentoanew page
withafew moredetailstofillin.

-You’llthenneedtosittightand
waitforyoureventtobe
approved,thisshouldn’ttaketoo
long,andwe’llemailyouwhen
it’slive!

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W henyou’resubmittinganevent,youmightseeapop-uplikethebelow:
Thismeanswe’vefoundan
eventinourdatabasewhich
matchesthedetailsyou’ve
entered.You’llneedtoclick
“Continuewiththisevent.”

Someonehasbeatyoutoit
andthey’vealreadyadded
thisonetooureventssystem.

Next,headto“View andpromoteevents”intheFundraisingtabandyou’llseeapage
thatlookslikethis:

Youmightfinditusefultofilter
yourview byeventtypeorsort
usingtheotherdrop-downoptions
inthetopright-handcorner.

Allyourcharity’seventswillbe
listedinthesamewaywiththe
eventname,dateandevent
categorydisplayed.Clickon
“Promotethisevent”formore
excitingthings!

Copyyourdeeplinktoshareinany
emailcommsorsocialmediaposts.

Geta‘Fundraiseforus’buttontogo
onyourwebsite.

Ifyou’reusingACTIVENetwork,
PrimoorEventbriteyoucanusethis
tointegrateFundraisingPage
creationintoyourregistration.

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W idgets

Fancyreachingmorepeopleandgivingvisitorstoyourwebsiteaquickandeffortless
waytodonatetoyourcharityorfundraiseforyou?Iftheanswer’syes,widgetsarefor
youandthey’refreeandreadyforyoutouse!

-Tofindwidgets,gototheFundraisingtabinyouraccountandyou’llseeanoptionfor
“W idgets.”

-Onceyou‘veclickedonthis,justsearchforyourcharityname,selectthewidgetyou
want(thereareseveraloptionstochoosefrom)andthencopytheHTMLcodetoyour
website.

Donatebutton–whenasupporterclicksonthisthey’llgostraightintothe
donationflow foryourcharityonJustGiving,reducingthenumberofclicksittakes
forthem todonate–alwaysawin!

“StartfundraisingwithJustGiving”button–thesupporterwillgostraightintothe
pagecreationflow foryourcharityandbegivenachoiceofeventstoselect,or
theycancreatetheirownpersonalchallenge!

Eventsboard–advertiseyourcharity’supcomingeventsandconvertavisitorto
yourwebsiteintoafundraiser.Yourupcomingeventswillbedisplayedwitha‘Start
fundraising’buttonforeachspecificevent.

Fundraiserleaderboard-createasenseofcommunityandalittlebitofhealthy
competitionwithaleaderboardwidget.Yourcharity’stop10activefundraiserswill
bedisplayedandwillupdateinreal-timetogivefundraiserssomeextra
encouragement.

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we’vegotsomedetailedguidesforyou.
Here’soneforembeddingthecodeintoHTML.
OnetoembedthecodeintoWordpress.
Andfinally,oneforDrupal!

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DonationBoxes
Donationboxesareagreatwaytoconvertvisitorstoyourwebsiteintopotentialdonors
andlong-term supporters.TheseJustGivingbrandedboxespromoteafamiliarwayof
givingandenableyoutodefinedonationamountsanddescriptions.Forexample,“A £20
donationcouldbuyachild’sschoolbooksforayear.”They’resimpletosetupand
embedintoyourexistingwebsite:
-GototheFundraisingtabandthenunderneaththe“Toolsforyourwebsite”title,there’ll
be“Donatebox&donationprompts.”
-You’llbeaskedtofilloutuptothreedifferentdonationamountsandacorresponding
exampleofwhatthedonationcouldhelpyourcharitytoachieve.
-Oncethat’sdone,choose“Savechanges.”
-Thenheadtothenextstep“AddDonateBoxtoyourwebsite”andyou’llbeableto
downloadtherelevantcodetoplaceinyourwebsite’sHTML.Theresultwilllook
somethinglikethebelow!

© 2018CleftLip&PalateAssociation
AllRightsReserved
...andthanksforlettingususeit!

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LaunchingyourownCampaignPages

Ifyouneedtolaunchanew appealoryou’vegotagroupoffundraisersthatyouwantto
createasenseofcommunityaround,CampaignPagesareagreatplacetostart.
-HeadtotheCampaignstabinyouraccountandclickon“Createacampaign.”
-You’llbetakenstraightintotheCampaignPagecreationflow andfirstaskedtopick
yourCampaigntitle.

Youhave250characterstoworkwithbuttheshorter,thebetter,asthis
willappearinthesearchresults.
Beaspunchyorasmodestwithyourtargetasyoulike.Youdon’thave
tohaveatargetifyoudon’twantone,however,weknow thatpages
withatargetraisemore.

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TogglebetweenyesornodependingonwhetheryouwantyourCampaignPage
tobelinkedtoaspecificeventornot.
TogglebetweenwhetheryouwantFundraisingPagestobesetupforyour
CampaignPageornot.Ifyouchooseno,the“StartFundraising”optionwillbe
removedfrom thepage.

CreateathankyoumessagejustforyourCampaignPage.Themessagewillbe
pre-populatedwithyourcharity’sgenericthankyoumessagebutyoucanadda
personaltouchbycreatingamessagejustfordonationstoaspecificCampaign
Page.

Toptip:Ifyou’reusingaCampaignPageasaneventlandingpage
thenlinkinganeventtoitisimportant!
Detailsofyourevent,includingthenameanddate,willappearon
theCampaignPage,creatingasimpleeventlandingpage!
Wanttoknow more?Findouthere.

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YourCampaignPage,and
FundraisingPageslinked
toit,willfeatureyourcharity’s
defaultlogo,youcanupdatethis
heretoauniquelogoforthe
CampaignPageifyouwish.

Addanextrabitofsparkle
toyourCampaignPage
withabackgroundcolouror
image.You’llbeabletoupload
anexistingimagesavedtoyour
computertoaddanextratouch
ofcharitybranding.

Toptip:Ifyou’reinneedofsomeinspirationforCampaignPage
backgroundimages,takealookatthebelow.
NBMiSarPmkCei-nCAg’s-hWLaomisnhdSFto.onMumnadrayar’atsitohCnohnoUcK2o0’sl1a9fteeCs5taikvmmepCaCaiagmmnppPaaaiigggnenPPaaggee

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Cover photoO • Your cover photo is
going to take centre stage
Your cover photo is a powerful way to inspire fundraisers and donors on your Campaign Page
so make sure it's a good
Upload cover photo one. Charities choose
Story. everything from a picture
of fundraisers to the
Write a compelling story for your campaign and add pie ures. videos and quotes individuals and causes that
need your support.

T"

• You can edr hrs later.
You don't need us to tell you how important the story is on your Campaign
Page but you might miss the tools you can use lined up along the bottom
of the story box;

Title - say goodbye to one long chunk of text and instead add emphasis
to the story where necessary.

Quotes - call out an important piece of information as a quote.

Link - if you've got more to say or want to simply draw attention to more
information on your website, link directly to it from within your story.

Images - add additional pictures.

Video - videos are much more engaging than plain text and now you can
embed a Youtube video into your story.

JustGiving'" just.ly/help

Getyourfundraisersoffto
aflyingstartbysetting
somebasicdefaultsfor
theirpage(theycanedit
theseoncetheirpageis
setup),startingwitha
pagetitle.
Pageswithatargetraise
moreandit’salsokeyto
setexpectationsifyour
fundraisershaveatarget
theyneedtoraise.
Don’trelyonourstock
photosandinsteadadda
morepersonaltouchwith
imagesfrom yourcharity’s
workorprevious
fundraisers.
Youknow theworkyour
charitydoesbetterthan
anyonesohelpyour
fundraisersoutbywriting
acompellingstorytoget
them started.

TCoapmTpiapig:nIfPyoagu’evethcehnoysoenu’vneotsatovehdavyeouarfsuenlfdarajoisbinagnodpctaionnigfonroyreouthris
step!

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W henyou’repickingyour
CampaignPageweb
addresskeepitshortso
it’smemorableandeasy
toshare–youcan’t
changethewebaddress
onceyou’veclickedsave
somakesureyou’re
happywithit.

Thisisthefinaldecision(wepromise!).You’vegotthree
optionshere:

1.Publishnow –it’llbeliveonthewebsiteandreadyto
donateto.

2.ScheduleCampaign–it’llgoliveonyourchosen
date.

3.Saveasdraft–foryourcharity’seyesonly,itcanstay
asadraftforaslongasyoulike.

YourCampaignPageisfinished,congratulations!

Navigatewithinyour
Campaignstabbetween
live,scheduled,draft,and
expiredCampaignPages
orview them allatonce.

EachCampaignsnapshot
willgiveyoualookathow
theCampaignPageis
performingand afew
quickactionstotakefrom
editingtheCampaign
Page,updatingtheoffline
amountanddeletingit.

IfyoureturntotheCampaignstab,you’llfindanoption“View existingcampaigns”
whichwillgiveyouadashboardofallyourcharity’spastandpresentCampaign
Pages.

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BrandingandSettings

Ifyou’restillwithus,congratulationsformakingitthisfar!Hopefullyyourbrainisn’t
hurtingtoomuch,we’llkeepthelastsectionshort.

TheBranding&Settingstabfeatureseverythingfrom updatingyourcharity’sJustGiving
profiletochangingyourpersonallogindetails.

Updateyourcharity’slogoasajpeg,
jpg,gif,bmporpngfile,it’llappearon
yourcharity’sJustGivingprofilepage,
anyCampaignPagesyoucreateand
yoursupporters’FundraisingPages.

Use80characterstofilloutyour
charity’simpactstatementwhichwill
bedisplayedonyourcharity’sprofile.

Filloutyourcharity’sdescription(this
timewith300characters)whichwill
appearunderyourcharity’simpact
statementonyourprofileandon
FundraisingPages.

Pre-setfeaturesonFundraisingPageslikethetotaliseranddonatebuttonto
yourcharity’scustom colours.

Createdefaultsettingsforanyonewhocreatesapageforyourcharitywitha
coverphotoandapagestory.(ThesewillbeoverridenforFundraisingPages
linkedtoaspecificCampaignPagethatyou’vecreateddefaultsettingsfortoo).

Use500characterstosendapersonalisedthankyoutoeveryonewhodonates
toyourcharity.

Managewhohasaccesstoyourcharityaccountbyinvitingnew users,removing

users,reviewinganypendinginvitationstojointheaccountandupdatingwho

hasaccesstowhatwithintheaccount.

TiSnop8pin0aTlcipRh:aeNrsaeecaetrdecrhsso?–mHWeeerienfsuapnreidratltwifioeoncohffoaornuhgroinfwagvtrooeusereintaecrosc!mhtpoascshaynogurecthhaerfituyt’usrmeoisfsisopninsatlacteomrdent

injury Foundation–Wepushthelimitsofhumanendurancetofightmodern
TRIBEFreedom

slavery

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TTohperTeiapr:eYtowuoca“tnypheavs”eoafsumsearnsy:orasfew userswithaccesstoyourcharityaccount.
12in..AdBidvamisdiciuna––ltwthhehisouusinseverirtcecasanntohaneclmyceatsocscjeeovsinsericyte.trhtianignwariethaisnotfhtehcehaacrcitoyuanctcdoeucnitdedbythe

JustGivinghasanautomated
integrationwithBlackbaud
eTapestry®.UsethisAPIkeytoset
upyourautomateddatasync.
Itdoeswhatitsaysonthetin!Keep
youraccountsecureandupdate
yourpasswordatregular
opportunities.
Updateyouremailaddressandjob
title.

Decidewhatandhow frequentlyyouwanttohearfrom JustGiving,from updateswhen
anew pieceiswrittenonourblogtonotificationswhenasupportersetsupa
FundraisingPageforyou.
Makesurethepostaladdressandcontactnumberwehaveforyourcharityarecorrect
andthatthecontactdetailswhichwillappearonyourJustGivingprofileareaccurate.
View anddownloadyourcharity’sJustGivinginvoicesasaPDF.

Congratulationsonmakingittothefinishline!W hetheryou’vereadcovertocoveror
skim-readonesection(wewon’ttell,promise),wehopeyou’vefoundituseful!There’splenty
moreresourcesavailable;
Ourresourcesareaincludestipsandtricksoneverythingfrom socialmediaskillstousing
deeplinks.
Ourwebinararchivespanningreportingtipstohospicefundraising.
Subscribetoourblogwithregularguestwritersandinspiringcasestudies.
Gotaquestionyouneedanswering?VisitourFAQs.
Stillcan’tfindtheanswer?EmailourCustomerSupportteam [email protected] or
LiveChatfrom withinyouraccountorbyclickinghere.

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