Setting Up a Page for Online Sales/Orders

These instructions cover the setup tasks specific to creating a page to accept orders (and payments) for fixed price items. You can find illustrated instructions for setting up the elements shared by all fundraising campaigns here.

Set-up specific to Online Sales/Orders:

Using advanced tools to add images/descriptions for individual items.
Providing an option to support your goal with a cash donation in addition to, or in lieu of a purchase.
Providing information on how purchases will be delivered to/picked up by buyers.

Tip: If you'd like to see how a page can be used for sales/orders, you can view (and test) the example below on our Demo site.

Page set-up for online orders/sales:

If you create the items in the catalog before creating your fundraising page, they will be available in the Existing Item menu.
If you create your fundraising page first, use the Create New Item form to create your items.

Optional:

Image
Description - if an existing item has a description, you have the option of displaying or hiding it on individual fundraising campaigns.
Qty option: Selling in Quantity provides a field for buyer to indicate quantity they wish to buy. Leaving the box unchecked restricts purchaser to "one per order" with an "Add to Cart" button.

As always, when creating a fundraising page, you can choose to add an existing cash donation option or use a basic form to create a new option.

Note: Advanced tools (for customizing the "ask" text) only display on the Edit screen so you must create and save your fundraising page first.

Tips:

If you are only offering a single cash donation option, the NAME does not display on the public form.
To display an custom amount field only (as shown in the image above), clear all suggested amounts to leave field blank and check the box to "allow custom amounts".

Communicating pick-up/delivery instructions early and often will save you a lot of time and effort later. . .

Places to include delivery details:

Text space provided in Add Content section
Edit confirmation email templates
If you're sending invitations to order, edit the invitation template to include delivery information.
If you're using the Crowdfund template, sending an update will trigger an email to all buyers that have opted in to receive updates

More Tips:

If you need to collect additional information from buyers, you can add custom fields.
Be sure to confirm that the guest/sales receipts and credit card processing are set up on the event site.
Creating a test order is the best way to ensure that the page works as intended and that all instructions and email messages are accurate and easy to understand.