Help Center Getting Started Create a Campaign

Table of Contents

Understand: Campaign Pre-Registration

Allow donors to create an account and save a payment method before your fundraising Activities begin.

If you want to publish your fundraising Campaign before one or more of your fundraising Activities begin, consider enabling pre-registration. This allows your supporters to create a RallyUp account and save a payment method before your fundraising Activities begin, speeding up checkout later. 

Pre-registration can be enabled for any RallyUp Activity, but it's especially useful for:

  • Events: predict general interest and gain insight into how many attendees you might have before Tickets go on sale
  • Auctions: make it easier for donors to start bidding as soon as the Auction starts

You can make pre-registration optional or required. You can also add custom fields to collect information from donors. 

Enable Pre-Registration

  1. Select Campaigns from the left menu.  
  2. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image.
  3. Select Campaign Setup.
  4. Go to Options in the timeline at the top and select Checkout Options.
  5. Scroll down to Enable donor pre-registration and click on the toggle so it shifts to the right:

  1. Scroll down to Choose the information to collect during pre-registration and select the information you want donors to provide. If you like, you can add custom fields to collect additional information:

  1. Scroll down to Select which Activities will allow pre-registration and select the Activities you want donors to pre-register for:

Donor View

When donors visit your Campaign Page, they'll see a banner letting them know they can pre-register:

The Pre-register button will take them to a form where they can fill out and save their information:

Pre-Registration Reports

The View Donations report includes a Registered Donors tab to help you keep track of pre-registered donors:

This tab automatically displays the following:

  • Name 
  • Email
  • Donated (pre-registered donor went on to contribute to your Campaign)

You can download one report from this tab:

Registered Donors Report

This report gives you information about each person who pre-registered, including: 

  • Name
  • Email
  • Donated (pre-registered donor went on to contribute to your Campaign)
  • Marketing Opt-In (only appears if you enable marketing opt-in during pre-registration)

You can use this report to see whether pre-registered donors were more likely to participate in the Campaign and/or opt to receive marketing emails.

 
 

 

 

 

Was this article helpful?

Have more questions? Submit a ticket