How-to: Export Donation and Donor Reports
Export information about each donation you receive and the donors who gave them. RallyUp has made it easy to export reports of all of your donations, including all of the information collected on donors and any fees that may apply. You can use this information to learn more about your donors and reconcile your Campaign once it’s finished. Reports do...
How-to: Cancel and Refund Credit Card Charges
Cancel and refund any credit card transaction, including donations, payments, and purchases. If a donor needs to cancel a payment for any reason, RallyUp lets you easily refund their money. Before You Begin These instructions only apply to RallyUp credit card transactions and not to charges processed outside the RallyUp site (such as cash donation...
How-to: Copy a Campaign
Save time when creating a new Campaign by copying a previous one. If you've previously run a successful fundraising Campaign on RallyUp and want to run the same kind of Campaign again, you can copy any Campaign to save valuable time and energy. Copying an existing Campaign transfers over details such as chosen Fundraising Activities, custom text, im...
How-to: Find and Share Your Campaign Link
Make it easy for donors to access your fundraiser by sharing your Campaign link. Sharing the link to your Campaign is one of the easiest ways to spread the word about your fundraiser. Your Campaign link can be accessed and shared from your Campaign Page or your Campaign Management Menu. Campaign Page Go to your Campaign Page and scroll down to Share...
How-to: Update or Cancel Your Recurring Donation
Modify or delete your recurring donation from your RallyUp account. If you need to update or cancel a recurring donation for any reason, you can do so anytime by logging into your RallyUp account. Update Your Donation Go to rallyup.com and log in with the email address you used to make the donation. Click on the circle with your initials in the uppe...
How-to: Change Your Campaign End Date
Update your Campaign end date even if your fundraiser is already live. RallyUp makes it easy to change your Campaign end date, even if you've already started raising funds. If you're running multiple fundraising Activities in a single Campaign, you can set one end date for all Activities or set separate end dates for different Activities. Before Yo...
Understand: What Exported Reports Look Like
Preview what your reports will look like when you export them. RallyUp makes it easy for Campaign Organizers to export spreadsheet reports that contain valuable information concerning each donation, donor, and more. Reports are exported as .csv files, which allow you to manage the data using your preferred spreadsheet viewer, such as Excel or Google...
How-to: Show Someone Your Campaign Before It Starts
Share a link to your fundraiser to get feedback before going live. Sharing a link to a draft Campaign is a simple way to receive feedback and make changes before going live. Not all features are editable after publishing a Campaign, so double-checking your settings can help ensure your fundraiser works exactly how you need it to. How-to: Update Yo...
How-to: Email Donors and Post Updates
Engage with your donors by sending emails and posting updates. RallyUp helps you keep in touch with donors in two ways: Send emails Post updates to the Updates tab on your Campaign Page Use emails or updates to let your supporters know how close you are to your fundraising goal, how the funds raised will impact the cause, how they can help promote ...
Understand: Why the Amount Raised on Your Campaign Page is Different from the Amount Received
Learn how the final amount raised is calculated when your Campaign ends. When you fundraise with RallyUp, you can display the amount raised on your Campaign Page: The amount raised displayed on your Campaign Page reflects the total amount of donations you’ve received before any fees are calculated and subtracted. You can find more detailed reports...
How-to: Reuse a Personalized Link from a Previous Campaign
Use the same custom link from a previous Campaign for future fundraisers. Many RallyUp users run sequential Campaigns, whether it’s every year or on another recurring basis. To make it easy for previous donors to find and share your Campaign, you can reuse the same link from a previous Campaign (such as “go.rallyup.com/fundraisername”). Reuse a Cam...
How-to: Archive a Completed or Cancelled Campaign
Hide your completed or canceled Campaigns from your account and the public by archiving them. If you run many Campaigns on RallyUp, the Campaign list in your account can get rather long and make it difficult to find your current Campaign. Archiving old Campaigns can clean up the list and make your current Campaigns easy to find. Archive a Campaign G...
How-to: Email All Donors
Easily send a mass email to all of your donors whenever you need. There may be times when you need to send a mass email to many donors. RallyUp allows you to compose and email everyone who donated to a specific Campaign, or everyone who contributed to your organization across all Campaigns. Before You Begin If you only want to email one or a few don...
How-to: View a List of Raffle, Sweepstakes or Auction Winners
View and export a list of winners for your Raffle, Sweepstakes, or Auction. When your Raffle, Sweepstakes, or Auction ends, the person who created the Campaign will receive an email with the winner's information. We know how important it is to access a list of winners and their contact information soon after your fundraiser ends, so you can view thi...
Understand: Why You Haven’t Heard from Stripe about Your Nonprofit Discount
Find out why there may be a delay in receiving your nonprofit discount from Stripe. Stripe offers a discounted fee for eligible nonprofit organizations. You can contact them directly at nonprofit@stripe.com to see if your organization qualifies for this discount. Stripe processes these requests once a week, so it may take a few days for them to res...
How-to: Be Notified of New Transactions
Set up and disable email notifications for new payments made to your Campaign. Automated email notifications can help you monitor the progress of your fundraiser in real time. You can send these notifications to as many people as you like. Set Up Transaction Notifications Go to Campaigns in the left menu. If you have chosen a list view, click on th...
Understand: Failed Transactions
Learn why transactions fail and how to view the reason for the failure. There are many reasons why a donor's payment may fail, including: Insufficient funds in the donor’s account balance. The card has expired or becomes inactive after the initial transaction was made. The card used has been flagged as fraudulent by Stripe or PayPal. Payment failur...
Understand: “Contact Organizer” Emails
Learn about the Contact Organizer button on your Campaign Page. Anyone who visits your RallyUp Campaign can submit questions by clicking on the Contact Organizer button in the lower right corner of the screen: Why Donors Contact an Organizer Questions can be submitted for any reason, but most often, donors or page visitors are reaching out because:...
How-to: Change the Name or Email Associated with Your RallyUp Account
Update your account information whenever you need. If you need to change any personal account information associated with your account, you can do so anytime. Update Your Personal Information Go to rallyup.com and create or log into your account. Click on the circle with your initials in the upper right corner of the screen, then select My Account. ...
Insights: What to Do If a Donor Doesn't Receive a Receipt
Troubleshoot common issues that may prevent donors from receiving their email receipt. A confirmation email is sent to every donor after they have contributed to a fundraiser on RallyUp. If you’ve been contacted by one of your donors because they didn’t receive a receipt, there are a few simple ways to correct the issue. Troubleshooting Tips Ensure ...
How-to: Reset Your Password
Reset your password if you forget or misplace it. If you need to reset your RallyUp account password for any reason, you can do so easily. Reset Your Password Go to rallyup.com to log in. Enter the email address for your account and select GO: Select Forgot Password: We'll send you an email to reset your password. Follow the instructions included i...
Understand: What to Do If a Donor's Credit Card Fails
Learn why a donor's payment may fail and how to reprocess the payment. A donor's credit card can fail for a number of reasons, including but not limited to: The card limit was reached before the transaction was charged The card expired between when a donation/bid/pledge was placed and when the transaction was charged The card was frozen due to loss ...
How-to: Make Changes to Your Donation
Edit a donation, view or print your receipt, find entry numbers, and update your personal information after a transaction is made. If you’ve recently made a donation to a RallyUp fundraiser but would like to edit it, you can easily make the following changes: Who receives credit for a Peer-to-Peer donation A-Thon per-unit pledges Mailing address Pho...
How-to: Cancel a Campaign
Contact RallyUp's customer support team if you need to unpublish your Campaign. If you need to cancel your fundraiser, get in touch with our customer support team. You can send us a message via chat (located in the lower right corner of the screen). Good to Know If you need to cancel a Raffle or Sweepstakes, please contact us to ensure you comply wi...
How-to: Customize the Tax Receipt
E dit the tax exemption notice that appears on your donors’ receipts. If your organization is a registered 501(c), you can include a tax exemption notice in every donation receipt. This notice informs donors that their donation may be tax-deductible. RallyUp provides a default message for your convenience, but you can update this message anytime: Be...
How-to: Delete a Campaign
Delete any of your unpublished draft Campaigns. RallyUp allows you to delete any Campaign that hasn't yet been published. Delete a Campaign Go to Campaigns in the left menu. If you have chosen a list view, hover your mouse over the Campaign title and click on the three-dot icon to the right. If you have chosen a grid view, click on the three-dot ico...
Insights: Fix a Facebook Post with the Wrong Campaign Image or Title
Correct your Facebook post if it displays the wrong image or title. When you share a RallyUp link on Facebook, it automatically pulls in your Campaign title and an image. Facebook controls how often shared information is refreshed. This means that outdated information may appear if you share your link after making changes to your Campaign’s image o...
Understand: Why You're Getting a Security Error on Your Campaign
Troubleshoot security, privacy, or SSL certificate errors. If you’re receiving a security, privacy, or SSL error on your fundraiser, it may look something like the image below: Troubleshooting Make sure to leave out the leading “www” when typing the Campaign link into your browser’s address bar. The “www” isn’t needed due to the customizable link st...
Understand: Why a Donation May Not Appear on Your Campaign
Learn why a donation may not display immediately and how you can verify that the donation was successful. When someone donates to your Campaign, the donation may not immediately show up in the Donor Feed or the amount raised. To ensure that donations are processed correctly and that your Campaign Page can withstand high amounts of traffic, each dona...
Insights: What to Do If You Can’t Log In
Troubleshoot common login issues. If you're having trouble logging into your RallyUp account, try one of the following solutions: Make sure you’re using the correct email address and that it’s been entered correctly. Make sure caps-lock is off when entering your password. If you can’t remember your password, you can reset it easily: How-to: Reset Yo...
How-to: Create Custom Questions to Collect Donor Information
Collect more information from your donors by creating custom questions. Custom questions allow you to collect unique information from each of your donors. You can add custom questions to Campaign checkout, Event Tickets, Peer-to-Peer registration forms, and Donation Pages. Custom question examples include, but aren’t limited to: Provide your age...
How-to: Update Donor Information for Completed Transactions
Edit donor information for a contribution after the transaction has already been made. On some occasions, you may find that a donor requests to have their information changed after they’ve already contributed to your fundraiser. For instance, your donor may have made a typo or entered the wrong mailing address. You can edit the following fields afte...
How-to: Reorder Your Campaign Items
Update the order in which your prizes, registrations, or other items are listed on your Campaign Page. RallyUp allows you to reorder your Campaign items at any time, even if your fundraiser is already live. You can do this for: Raffle or Sweepstakes prizes Auction or Store (Sale) items Peer-to-Peer or A-Thon registration options and prizes Event ti...
How-to: Allow Supporters to Donate Without Making a Purchase
Let donors support your cause by giving a flat donation instead of making a purchase. Campaigns such as Raffles, Sweepstakes, and Auctions allow people to receive items in exchange for their donations. There may be times when a supporter is not eligible to participate or prefers to simply donate to the cause without receiving anything in return. You...
How-to: View and Resend Receipts
View the receipts for any donations and resend them to donors who request them. There may be times when you need to view or resend a donor's receipt. RallyUp allows you to view any receipt and resend it via email. Receipts can be found in Campaign records and Donor Profiles. View a Receipt from Campaign Records Go to Campaigns in the left menu. If...
How-to: Add a Notice for Donors During Checkout
Highlight any special rules or conditions so donors can easily review important information. Checkout is an ideal place to capture donors’ attention, so RallyUp lets you add a step to the checkout process to highlight need-to-know details. You can also make donors agree to your terms before donating or making a purchase. Add a Notice Go to Campaigns...
How-to: Add Videos to Your Campaign Page
Add video content to your Campaign Page to tell a compelling story that engages donors. Adding videos to your Campaign Page is an excellent way to communicate the story behind your cause, evoke emotion, and provide descriptions that images alone can’t capture. Videos also give your page a professional yet personal touch. Together, these qualities ca...
How-to: Change the Link to Your Campaign Page
Customize the link to your Campaign Page to make it easier for donors to remember. Every RallyUp Campaign Page receives a unique link that you can customize to make it easy to recognize and remember, which may help attract more donors. Before You Begin Changing your Campaign link while your fundraiser is active will prevent people with the previous ...
How-to: Add Website Links to Your Campaign Page
Include links to your organization website or sponsor websites in your Campaign description. Many Campaign organizers want to link to their website or sponsors’ websites from their fundraising page. There are two ways you can add these external links to your Campaign description. Hyperlinked In Campaign Description Go to Campaigns in the left menu....
How-to: Hide the Progress Bar from Your Campaign Page
Remove the progress bar from your Campaign Page so viewers won’t see how close you are to your fundraising goal. If you've added a fundraising goal to your RallyUp Campaign, your Campaign Page will automatically display a progress bar: If you prefer not to show the progress bar, you can remove it easily. Hide the Progress Bar Go to Campaigns in the ...
Understand: Why You Need to Collect Donations to Use RallyUp
Learn why collecting donations is required to use RallyUp. RallyUp is an online fundraising platform for nonprofit organizations and charity groups. There isn't a way to disable online payments on our site since our goal is to help groups raise funds for their cause. We do not currently have a way to create a Campaign that will not be raising any f...
How-to: Enter or Change Your Fundraiser Start Dates
Set or change the start dates for your Campaign and Activities to suit your needs. When you create a fundraising Campaign on RallyUp, you can launch your fundraiser immediately or set a future start date. You can also set different start dates for different Activities, giving you maximum flexibility. Enter or Edit Start Date(s) Go to Campaigns in...
How-to: Add FAQs to Your Campaign Page
Add an FAQ section to your Campaign Page to address common questions from donors. Adding FAQs is a helpful way to pre-emptively answer questions your supporters are likely to ask. Donors may be more willing to participate in your fundraiser if they understand how it works. This may also reduce the volume of direct inquiries you receive from potentia...
How-to: Customize the Thank-You Note to Donors
Add your own thank-you message to the confirmation receipt sent to donors. Each donor will receive a confirmation email after making a successful donation, which includes a thank-you message from you. RallyUp automatically provides a default message, but customizing this note is a great way to let your donors know they’re appreciated, how their dona...
How-to: Add Sales Tax to Campaign Purchases
Automatically add sales tax to item purchases to comply with local laws and regulations. Some states require that sales tax be added to any purchases made through your fundraisers. If you’re selling taxable items, you may need to report these purchases to the state and pay taxes. Be sure to check your state's rules and regulations before you start f...
How-to: See How Much Each Peer-to-Peer or A-Thon Participant Has Raised
Use RallyUp reports to track your Participants' fundraising progress. If you've added Peer-to-Peer or an A-Thon to your RallyUp Campaign, our system will keep track of the donations collected by each Participant* and their activity results (if applicable). RallyUp provides multiple comprehensive reports that you can export anytime: Understand: Pe...
How-to: Edit Donor Comments
Manage your Donor Feed by editing or removing the comments left by donors. Allowing donors to leave comments when they donate is an excellent way for donors to share their excitement and engage with your cause. That said, sometimes you may need to edit or remove some of the comments you receive. Before You Begin If you don't want to monitor donor c...
How-to: Manually Charge a Donor's Credit Card
Manually add call-in or one-time donations to your Campaign. When you run a Campaign on RallyUp, there may be times when a donor wants to contribute without participating online. For your convenience, we’ve added a way for you to charge the credit cards of anyone who wishes to make an external donation so that it will be included in your Campaign's ...
How-to: Change the Terminology on the Donate Button
Update the Donate button on your Campaign Page with a custom term or phrase. RallyUp lets you customize many Campaign features to meet your specific needs. You can alter the text on the Campaign Page Donate button (located in the Campaign banner) with a different word or phrase to create a more personalized Campaign for donors: Change Donate Button ...
How-to: See How Many People Have Visited Your Campaign Page
Track how many times your Campaign Page has been viewed. RallyUp lets you know how many times your Campaign Page has been viewed in your Campaign Management Menu. See Total Views Go to Campaigns in the left menu. If you have chosen a list view, click on the Campaign title. If you have chosen a grid view, click on the Campaign image. The number of vi...
Understand: Anonymous Donations
Learn how RallyUp protects donors' privacy by providing multiple anonymity options. RallyUp values the privacy of all users and donors. If you choose to display a Donor Feed on your Campaign Page, we offer the option to donate anonymously. Donors can choose to: Hide their name Hide their donation amount Display a different name How-to: Hide the Dono...
How-to: Hide the Organization Description from Your Campaign Page
Remove your organization’s logo and information from your fundraiser. If you have registered your organization in our system, you have the option to display a logo and description for your organization on your fundraising pages: How-to: Add Your Organization Description There may be specific circumstances in which you’d like to hide this information...
How-to: Disable Donor Comments
Remove the ability for donors to leave a comment on your Experience Page. By default, anyone that donates to your RallyUp fundraising Experience can leave a comment. This comment displays in the Donor Feed along with their donation amount: You can disable donor comments for any reason, even if your Experience Page is already live. Before You Begin I...
How-to: Edit the Text Shown on Donors' Bank Statements
Customize the description shown on your supporters’ bank statements. Customizing the text associated with the charge that will show on your donor’s bank statement can prevent confusion and decrease the number of credit card disputes arising from an unfamiliar charge. You can set a default bank statement in your organization settings or create a new ...
How-to: Let Donors Choose How Their Donation Is Used
Create Fund options for donors to choose from. RallyUp lets you give donors the option to choose how their donation is used by setting up Fund options. You can add a name, image, and description to each Fund option to show how its allocated donations will be used. Funds setup is available for both Campaign Pages and Donation Pages. You can add as ma...
How-to: Enable Compact Descriptions on Your Fundraiser
Use compact descriptions to shorten the length of your Campaign Page. Compact descriptions are used to manage the length of a page when various sections are long and might require too much scrolling. Full descriptions are shown by default on all Campaign Pages, but you can easily switch to compact descriptions. These are shortened sections with a VI...
How-to: Hide the List of Donors and Donations from Your Campaign Page
Protect donors' privacy by removing the Donor Feed from your Campaign Page. By default, your Campaign will display donations and comments in a Donor Feed: If you want to keep your donor list private, you hide the Donor Feed anytime, even if your Campaign is already live. Hide the Donor Feed Go to Campaigns in the left menu. If you have chosen a lis...
How-to: Customize Campaign and Activity Terminology
Customize your Campaign with unique terminology. RallyUp allows you to customize the terminology for: Campaign terms such as “donors”, “donations”, and “Campaign” Activity terms such as “entries”, “prizes”, “tickets”, “participants”, and more Your customized terminology is automatically applied throughout your fundraiser. Customize Campaign Termino...
How-to: Add or Hide the Campaign Countdown Timer
Display or remove the countdown timer from your Campaign Page. By default, your Campaign Page will show a countdown timer that tracks the time left until your Campaign end date. If you prefer not to show this feature, you can hide this countdown timer anytime, even if your Campaign is live. Add or Hide the Countdown Timer Go to Campaigns in the left...
How-to: Hide the Amount Raised from Your Fundraiser
Hide the amount your fundraiser has raised so far from public view. If you’ve just started your fundraiser, you may want to hide the amount raised until donations start rolling in. No matter the reason, it’s easy to prevent the amount raised from displaying publicly. Hiding the amount raised removes it from all public-facing pages, including the ma...
Understand: Donor Comments
Let donors show their appreciation for your cause by leaving a comment with their donation. When you run a fundraising Campaign on RallyUp, you can display a Donor Feed that shows donations and donor comments as they come in. Allowing donors to share their excitement and enthusiasm can boost engagement and encourage new donors to participate. How It...
Understand: Receipts vs. Transaction Confirmations
Learn how receipts differ from transaction confirmations based on the information they contain. If you're running an A-Thon or Auction on RallyUp, you may note that the View Donations* page lets you view both receipts and transaction confirmations: How-to: Export Donation and Donor Reports Receipts show all credit card charges that were made during ...
How-to: Customize the Navigation Tabs on Your Campaign Page
Change the wording that displays on your Campaign Page navigation tabs. When donors visit your Campaign Page, they can navigate to different sections using tabs near the top of the page: Home (always appears) Campaign description Organization description Activity buttons Other Activity-specific details such as Event location or Sweepstakes rules Par...
How-to: Add Sponsors to Your Campaign Page
Highlight businesses or prominent people associated with your fundraiser to show your appreciation for their support. There are often many hands involved in running a fundraising Campaign. The Sponsor section on the Campaign Page gives a special mention to any businesses or individuals you wish to recognize for their contributions, such as: A busin...
Understand: Fund Codes
Add fund codes to Campaign transactions for accounting purposes. A fund code is an optional identifier you can use to "tag" transactions for accounting purposes. If you add a fund code to your Campaign settings, the system will mark each donation with the code in your RallyUp reports. You can then use the code to help track which donations came from...
How-to: Customize the Activity Buttons on Your Campaign Page
Add custom text and images to your Fundraising Activity buttons. When you run multiple Fundraising Activities in one RallyUp Campaign, your Campaign Page will display buttons that take donors directly to each Activity. You can customize the following for each button: Section headline Button order Text Images Customize Activity Buttons Go to Campaign...
Understand: RallyUp Reports
Keep track of fundraising data with RallyUp reports. Running Campaign reports can provide important insights and help you capture information that you’ll use in the future. RallyUp provides many comprehensive reports that can be exported as .csv files and customized: Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports You c...
How-to: Customize Your Campaign Page Layout
Rearrange the sections on your Campaign Page to suit your fundraising needs. Customize the layout of your RallyUp Campaign Pages by rearranging the following sections in any order: Campaign description Organization description Sponsors (if applicable) Event date and location (if applicable) Sweepstakes Official Rules (if applicable) Update Section O...
Insights: Troubleshooting Import Errors
Learn tips for correcting errors when uploading information to your Campaign. As you set up and run your fundraiser, there are several places you may want to import information rather than enter it manually. This article will help you troubleshoot import errors that may occur during the import process. You can import information about: Participants ...
How-to: Add a Custom Section to Your Campaign Page
Customize your Campaign by adding additional sections. RallyUp provides a default Campaign template that includes sections for a Campaign description, organization description, Fundraising Activities, and more. If you like, you can also add custom sections to include additional information such as (but not limited to): Listing winners after a Raffle...
How-to: Delete Your Account
Learn how to delete an existing RallyUp user account. RallyUp allows you to delete your user account for any reason. This action will also delete your existing Campaigns and reports. Before You Begin Deleting an account is permanent- we won’t be able to retrieve your account or any of the associated information once it’s deleted. Delete Your Account...
Understand: Advocate Fundraising
Fundraise for an organization even if you’re not directly affiliated with them. If you want to support a charity organization but you’re not an employee or registered volunteer, RallyUp allows you to set up an Advocate fundraiser. Advocates are individuals, groups, or businesses who aren’t directly affiliated with an organization but still want to r...
How-to: Allow Supporters to Fundraise for Your Organization
Permit a supporter to run a fundraiser for your organization while still ensuring you have complete oversight. There may be times when you're contacted by a supporter or company requesting permission to fundraise on your organization's behalf. If you like, you can add them to your RallyUp account as an Advocate, which will allow them to create Rall...
How-to: Change Who Receives the Contact Organizer Emails
Customize who receives questions from donors when they use the Contact Organizer button. RallyUp allows you to choose who receives donor inquiries from the Contact Organizer button in the lower right corner of your Campaign Page: Designating a specific person or people to answer these emails can help ensure that all questions are responded to pro...
How-to: Add Promo Codes to Offer Discounts
Offer discounts to generate more donations. RallyUp allows you to use promo codes to incentivize donors and raise more funds. Promo codes can be used to offer discounts on: Raffle entry levels (promo codes are not available for Sweepstakes) Event tickets Store (Sale) items Crowdfunding Perks Peer-to-Peer and A-Thon registration fees How It Works Pro...
How-to: View and Resend Emails (Donor Profiles)
View any emails you send and resend them to donors whenever you need. If you need to view or resend an email to a donor for any reason, you can do so anytime from their Donor Profile. View an Email Select Donor Profiles from the left menu. Find the donor you're looking for and click on their name. This will bring up their Donor Profile. Go to the Ac...
Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports
Use Excel and Google Sheets formatting tips to quickly gather valuable information from your RallyUp reports. RallyUp allows you to pull a wide variety of reports, including but not limited to: Raffle reports Sweepstakes reports Auction reports Peer-to-Peer reports Event reports Store (Sale) reports A-Thon reports Crowdfunding reports Donation Page ...