Create a New Donation Campaign on Zeffy
Rachel Rubio
20 steps
3 minutes
Zeffy
1
Navigate to <https://www.zeffy.com/en-US/o/fundraising/campaigns>
2
Click Campaigns from the left menu - Click "New campaign" in the top right hand corner.
3
Click "Donation" for a donation form.
4
Click "Create donation campaign"
5
Enter the title to your campaign.
6
Click next once your title is set.
7
Determine if you'd like to add a fundraising goal. For general donor forms, this is typically skipped. For specific donor campaign forms, this is usually added.
8
Fill out the mission section explaining your cause and then click next.
9
To select your campaign color, select the final box to enter a specific hex code.
10
TRL hex code colors are: Sky Blue - #7cbcce, Teal Blue - #0c7185, Soft Blue - #067090, Deep Blue - #023453, Yellow - #fff57. Click "Next".
11
Click "Replace" to change the form banner or add a video. You can create a banner in Canva (template included on the [Chapter Canva Template](https://docs.google.com/document/d/1H7yULJE3_k-TpXPjlvRz8VbEABWXinYCYzitJRj66Pw/edit?usp=sharing)).
12
Click "Next" once banner or video is uploaded.
13
Click "Next" unless you need to change your logo out.
14
Select the most common donation amount you are expecting.
15
Determine if you'd like to offer one time amounts, monthly amounts, or both. If you're not sure, leave these options turned on. Click Next at the bottom.
16
Double check that auto generate tax receipts is active.
17
Click "Next"
18
If you'd like to collect additional information about your donors, add custom questions. If not, click skip for now at the bottom of the screen.
19
Personalize your thank you email and then click Next.
20
Determine if you'd like to turn on any of the advanced settings and then click Next. This is the final step before getting a share link. You can double check the form by going to the share link to make sure the form is what you'd like. The share link can be embedded in your website, social media bios, and elsewhere you'd like to promote donations.
Create a New Donation Campaign on Zeffy
Rachel Rubio
20 steps
3 minutes
Zeffy
1
Navigate to <https://www.zeffy.com/en-US/o/fundraising/campaigns>
2
Click Campaigns from the left menu - Click "New campaign" in the top right hand corner.
3
Click "Donation" for a donation form.
4
Click "Create donation campaign"
5
Enter the title to your campaign.
6
Click next once your title is set.
7
Determine if you'd like to add a fundraising goal. For general donor forms, this is typically skipped. For specific donor campaign forms, this is usually added.
8
Fill out the mission section explaining your cause and then click next.
9
To select your campaign color, select the final box to enter a specific hex code.
10
TRL hex code colors are: Sky Blue - #7cbcce, Teal Blue - #0c7185, Soft Blue - #067090, Deep Blue - #023453, Yellow - #fff57. Click "Next".
11
Click "Replace" to change the form banner or add a video. You can create a banner in Canva (template included on the [Chapter Canva Template](https://docs.google.com/document/d/1H7yULJE3_k-TpXPjlvRz8VbEABWXinYCYzitJRj66Pw/edit?usp=sharing)).
12
Click "Next" once banner or video is uploaded.
13
Click "Next" unless you need to change your logo out.
14
Select the most common donation amount you are expecting.
15
Determine if you'd like to offer one time amounts, monthly amounts, or both. If you're not sure, leave these options turned on. Click Next at the bottom.
16
Double check that auto generate tax receipts is active.
17
Click "Next"
18
If you'd like to collect additional information about your donors, add custom questions. If not, click skip for now at the bottom of the screen.
19
Personalize your thank you email and then click Next.
20
Determine if you'd like to turn on any of the advanced settings and then click Next. This is the final step before getting a share link. You can double check the form by going to the share link to make sure the form is what you'd like. The share link can be embedded in your website, social media bios, and elsewhere you'd like to promote donations.
