KR Booster Club: Creating a Form & seeing Payments on Zeffy
Jenny Buron
45 steps
6 minutes
Zeffy
1
After requesting that an admin give you access to the Booster Club's Zeffy page. Navigate to <https://www.zeffy.com/login> to login.
2
Enter your personal email address that was given access to the Booster Club Zeffy account.
3
Create or enter your password.
4
Click "Forms"
5
Scroll to see what forms are available. Click this icon if you want to "clone" a form that has already been created but for a new club. DO NOT EDIT, ARCHIVE OR DELETE ANOTHER CLUB'S FORM.
6
Click "+Create form" to start a new form.
7
Decide which kind of form you want to create. Events, Donation & Other Sales are the most commonly used.
8
Click here to start an "Other sales" form to be used for concessions.
9
Enter a title for your form. Include your club's name, what it is for and when. Also add a description.
10
Enter a description of your sales here. Keep in mind that dates and personal identifying information make it difficult to re-use this form again in the future.
11
Click "Add event date"
12
Click the "Enter an address..." field.
13
Click Next>
14
Enter the total number of items being sold if you want a limit.
15
You can upload graphics for your items.
16
Click this text field to enter the title of the item being sold.
17
Click the "You can add here its details on the item (optional)" field.
18
Click the "0.00" field and enter the price you will sell the item for.
19
Click "See more options"
20
Click this checkbox if you want a portion of the price to be a charitable offering to your club. For instance, you are selling sweatshirts for $25 but they only cost $10. Generate a charity receipt for $15.
21
More info on generating a charity receipt. Click "+Add another item type" to add more items.
22
Click this checkbox if you want people with your form link or QR code to be able to add additional donation to your club through this form.
23
Click "Add a custom question" if you need more info from the purchaser. A good example of this is to ask for "Student's Name" if you are going to be delivering items at school.
24
Click "Add a custom question" if you need to ask a question about each item being purchased.
25
Click "Next"
26
Click this icon to change the overall background color of your form.
27
Click "Replace" if you want a different logo than KR's for your form.
28
If you want a banner at the top of your form, your image can be any size, but for an optimal experience choose an image that is less than 1200px in width and a ratio of pixels of 16:9.
29
Click "Upload form banner"
30
Remove any personal identifying information from the auto-generated thank you email.
31
Type "KR Booster Club - (Your Club)" for a more generic signature. If you do want to put contact information about orders, you can.
32
Click this checkbox if these items are tickets that you want to scan at an entrance.
33
Click "Create" to make the form.
34
Click "Copy" to get the public link to your form.
35
Click "Other sharing options"
36
Select QR code
37
Click "Download image" to save your form's QR code to be used on flyers or promotional materials.
38
This page has advanced settings especially who to contact when a form is completed. Click "Save".
39
Click "Go to dashboard" to return to the main Zeffy dashboard.
40
To see your forms payments, click "Payments" from the main Zeffy dashboard.
41
Click this icon to select which form you want to see payments for.
42
Click "Apply"
43
You can click on this space of any payment to see the details.
44
Click here to get out of a specific payment screen.
45
To get a list of all the payments from your form, click "Export" and get an Excel file of all the info the form collected.
KR Booster Club: Creating a Form & seeing Payments on Zeffy
Jenny Buron
45 steps
6 minutes
Zeffy
1
After requesting that an admin give you access to the Booster Club's Zeffy page. Navigate to <https://www.zeffy.com/login> to login.
2
Enter your personal email address that was given access to the Booster Club Zeffy account.
3
Create or enter your password.
4
Click "Forms"
5
Scroll to see what forms are available. Click this icon if you want to "clone" a form that has already been created but for a new club. DO NOT EDIT, ARCHIVE OR DELETE ANOTHER CLUB'S FORM.
6
Click "+Create form" to start a new form.
7
Decide which kind of form you want to create. Events, Donation & Other Sales are the most commonly used.
8
Click here to start an "Other sales" form to be used for concessions.
9
Enter a title for your form. Include your club's name, what it is for and when. Also add a description.
10
Enter a description of your sales here. Keep in mind that dates and personal identifying information make it difficult to re-use this form again in the future.
11
Click "Add event date"
12
Click the "Enter an address..." field.
13
Click Next>
14
Enter the total number of items being sold if you want a limit.
15
You can upload graphics for your items.
16
Click this text field to enter the title of the item being sold.
17
Click the "You can add here its details on the item (optional)" field.
18
Click the "0.00" field and enter the price you will sell the item for.
19
Click "See more options"
20
Click this checkbox if you want a portion of the price to be a charitable offering to your club. For instance, you are selling sweatshirts for $25 but they only cost $10. Generate a charity receipt for $15.
21
More info on generating a charity receipt. Click "+Add another item type" to add more items.
22
Click this checkbox if you want people with your form link or QR code to be able to add additional donation to your club through this form.
23
Click "Add a custom question" if you need more info from the purchaser. A good example of this is to ask for "Student's Name" if you are going to be delivering items at school.
24
Click "Add a custom question" if you need to ask a question about each item being purchased.
25
Click "Next"
26
Click this icon to change the overall background color of your form.
27
Click "Replace" if you want a different logo than KR's for your form.
28
If you want a banner at the top of your form, your image can be any size, but for an optimal experience choose an image that is less than 1200px in width and a ratio of pixels of 16:9.
29
Click "Upload form banner"
30
Remove any personal identifying information from the auto-generated thank you email.
31
Type "KR Booster Club - (Your Club)" for a more generic signature. If you do want to put contact information about orders, you can.
32
Click this checkbox if these items are tickets that you want to scan at an entrance.
33
Click "Create" to make the form.
34
Click "Copy" to get the public link to your form.
35
Click "Other sharing options"
36
Select QR code
37
Click "Download image" to save your form's QR code to be used on flyers or promotional materials.
38
This page has advanced settings especially who to contact when a form is completed. Click "Save".
39
Click "Go to dashboard" to return to the main Zeffy dashboard.
40
To see your forms payments, click "Payments" from the main Zeffy dashboard.
41
Click this icon to select which form you want to see payments for.
42
Click "Apply"
43
You can click on this space of any payment to see the details.
44
Click here to get out of a specific payment screen.
45
To get a list of all the payments from your form, click "Export" and get an Excel file of all the info the form collected.
