Build Trust Through Transparency

Guide To Donation Recipients

Here is a step-by-step guide for individuals and organizations who would like to raise donations through GiveLoop.

Setting Up Your Campaign

  1. Register for a GiveLoop account: In order to collect donations, you must register.
  2. Add a new campaign or join an existing one: Once you have registered, you can add a new campaign here. You can also join an existing campaign by selecting 'this campaign already exists' in the setup option. If you choose this option, the campaign owner must verify you before you start editing. A notice will be sent to them automatically.
  3. Setup payments for your campaign: Before you can raise money, you must make sure you have a PayPal account for receiving your donations. You can do this by clicking on 'payments' on your campaign toolbar and following the instructions.
  4. Customize your campaign details: Once you have created your campaign you can customize your campaign details, look, and feel by selecting 'edit campaign' -> 'edit details' on your campaign toolbar.

Managing Items In Your Campaign

  1. Add items you would like to raise money for: Access the item management page by clicking 'edit campaign' on your campaign toolbar. Click 'add item' to create a new item. Select a title (short and sweet) and a description (clear and informative) as well as how much it will cost you to complete. If this is an ongoing item (i.e. unlimited cost), set the cost to 0 (zero).
  2. Delete/archive/edit items: You can edit items by selecting them an applying various options. Deleting permanently removes the selected item(s). Archiving removes the items from the visible page, but can still be accessed by clicking 'see all items' on the item management page, and can be undone. You can also edit the details of an item by clicking on it.
  3. Adding images: You can add images by visiting the item page by clicking on the 'see item page' link on each item. Then click 'add image' on the item page.
  4. Categorize your items: You can categorize your items by selecting them and selecting 'mark as' -> 'add category' and typing in a category name or select an existing category.
  5. Mark items as complete: Once you have finished an item and would like to let your donors know it has been completed, select the item(s) and click 'completed'. The donors of this item will be notified it has been completed
  6. Adding proof of completion: Once you have finished an item, you can add proof that you have completed an item. You can do this by marking an item as 'complete', then visiting the item page by clicking 'see item page'. On the item page, you can click the 'add proof' button and upload an image or link to a url of the completed item. Users can then approve of the proof that you have submitted.

Integrating Donations On Your Website

  1. Configure your widget: Once you have setup your campaign, you can easily embed a widget onto your existing website. You can do this by clicking 'integrate' on your campaign toolbar. You can customize your widget title, color, position, and content. Click 'save' to save your changes.
  2. Embed your widget: Once you have configured your widget, follow the instructions on how to copy-and-paste the code into your website.
  3. Link to your page: You can also embed buttons and links on any site that will link to your campaign page. You can access by clicking 'integrate' on your campaign toolbar, then 'buttons'. You can then select a button you would like to embed. You can share the generated to code to anyone who would like to link to your page.

Interacting With Your Donors

  1. Make an announcement to your donors: Access your campaign feed by clicking 'activity' in your campaign toolbar. Under 'say something to your donors', type a message and click 'update'. The message will show up on your donors' news feed.
  2. Replying to specific donors/donations: When a donor makes a donation, an update will show up on the campaign activity feed. You can reply to any update by clicking 'reply'.
  3. Letting donors know you have completed an item: See above
  4. Showing proof that you have completed an item: See above
  5. Sending a message to a specific donor: You can send a private message to a specific donor by clicking on the user's name, then clicking 'send a message' on their side profile bar.

Managing Your Donations

  1. Seeing your current donations: See who has donated so far by clicking 'donations' on your campaign toolbar. You can see the status of each donation and how long it will take for you to receive payments.
  2. Reporting a problem: If you have a problem for a specific donation, click 'report a problem' beside the donation and be as descriptive as possible.