Campaign Configuration
This article covers some common settings applicable to all types of campaigns. The sections after this will drill down into each type of campaign.
The following information is available on this page:
Basic Details
Cover Image: Add the main image you'd like donors to see when viewing this ticket campaign. You can choose from uploading an image from your computer or choosing a previously used image from other campaigns on your account. If an image is not added, it will default to the cover image set for your account (found in Account > Donor Page Settings).
Thumbnail: The thumbnail will be seen by donors viewing this campaign on mobile phones. You can choose from uploading an image from your computer or choosing a previously used image from other campaigns on your account.
Campaign description: Add a general description about your ticket campaign. This is displayed along with the cover image on the donor side. The venue, event details link, date and time can be added in the sections below so you do not have to also include this information in the description.
Campaign summary: Add a short summarized version of the description or Generate A Summary instead. This is displaced in place of the description on the donor side on smaller screens like mobile phones.
Campaign Time Zone: Set the timezone associated with this campaign. Your current timezone is set as the default.
Promote other campaigns: This allows you to promote another campaign on this campaign's page.
Show Progress: Add a progress bar for this campaign with a goal and a starting amount if desired.
Donor Details
Give donors option to dedicate donation to someone
Ask donors for street address: Controls if donors will be asked to provide a street address. Anything you enter under the Address Reason will be displayed to the donors who are entering their address. Asking donors for street address may be set to Optional if you want to give your donors to choice to enter this information.
Ask donors for phone number: Controls if donors will be asked to provide their phone numbers. Asking donors for phone numbers may be set to Optional if you want to give your donors to choice to enter this information.
Collect additional information (text response): This is information you want to require the user to provide. It allows the user to enter the information. The response can be optional or required. Example: "How long have you been a resident?"
Collect additional information (single-select response): This is information you want to require the user to provide. It allows the user to choose the options that you provide. The response can be optional or required. Example: Which meal would you like? Steak, Chicken, Vegetarian
Availability
Hide from main campaign page: This will hide the campaign from your main campaign page which you can find on your Dashboard.
Campaign Launch Date & Time: Sets the day and time the campaign can be accessed if a link has been shared. If a donor clicks on the link before the launch date, they will see a "Campaign is not active" message.
Campaign End Date & Time: Sets the day and time the campaign can be accessed if a link has been shared. If a donor clicks on the link after the end date, they will see a "Campaign is not active" message.
Cover Fee Settings
By default, PayBee asks your donors to cover the credit card processing fees. This allows them to cover these fees on behalf of your organization. This is optional and can be disabled.
Hide option for donor to cover fee - This will remove the option for your donors to cover processing fees.
Make default state for cover fee unchecked - By default, the box is checked to cover the processing fees. The donor can uncheck it if they decide they don't want to cover the fees. Enabling this will make the default state of the check box unchecked.
Set custom text for cover fee appeal - Add a custom appeal to cover the credit card fees.
Confirmation Email
Optional header in emails to donors - This appears above the message that PayBee automatically sends when a donation is made.
Optional footer for emails to donors - This appears below the message that PayBee automatically sends when a donation is made. This can be formatted using simple HTML.
Add email addresses to be notified after each successful transaction - By default, the main email address on the account is notified for every donation. This allows you to add other email addresses you'd like this notification sent to.
Advanced Settings
Qualify for donor tax deduction - Select this if the donation is tax-deductible.
Redirect donor to URL after donation - This will redirect the donor to a URL of your choice when their donation is complete.
Customize payment button title - This changes the name on the button that takes the donor to the payment page.
Post donation form - Add a URL for a form (e.g., registration form) that can be filled out after the donation is complete.
Internal ID for campaign for reporting - This is used to add an internal ID for your CRM to use to identify this campaign. The ID will show up in the All Donations Report.
Add an image below campaign options: If you would like to upload an image of your choice to be displayed to donors below the list of ticketing options, upload the image here. An example here would be an image with a list of all your event sponsors and partners.
Copy A Campaign
Create a copy of a campaign for testing, a new campaign or event, or anything else. Just click the ... next to the campaign and select Copy.
Reordering Campaigns
If you'd like a specific campaign to show up at the very top, edit and save that campaign. PayBee shows the most recently edited campaign as the first one in your campaign list.
Note: You do not have to actually make any changes to the campaign. Tap on Edit under the campaign in the campaign list and Save once you're inside the campaign.
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