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Yourcomplete<strong>guide</strong>
What’sinthis<strong>guide</strong><br />
1.Getingstartedandloggingin<br />
2.UsingReportslikenobodyelse<br />
-ThediferentReportsavailable<br />
-UsingCustom Codes<br />
-UsingtheQuickSearch<br />
3.GettingthemostoutofFundraisingtools<br />
-AddingEvents<br />
-ViewingandpromotingyourEvent<br />
-EverythingyouneedtouseWidgets<br />
4.LaunchingyourownCampaignPages<br />
-CreatingaCampaignPage<br />
5.BrandingandSetings<br />
-Addingnew users<br />
-Viewinginvoices<br />
-Updatingyourbranding
Getingstartedandloggingin<br />
TologintoyourJustGivingaccount,gotowww.justgiving.com/login(youmightwantto<br />
bookmarkthis,you’lbeusingitalot!).<br />
Ifyou’veforgotenyourlogindetails,you’lseethe‘Forgotyourpassword?’option.Once<br />
you’rein,you’lbegreetedwithyourcharity’shomepage.<br />
From thehomepageyoucannavigatetodiferentareasofyourcharityaccount,usethe<br />
fundraiserordonorquicksearch(moreonthislater)andvisitourresourceshubandFAQs.<br />
Thetoolbaratthetopwilbeyournavigationtool.Here’sanoverview ofwhatyou’lfind<br />
where.<br />
1.Reports–everythingfrom yourpaymentreportstoFundraisingPageanddonationreports.<br />
2.Fundraising–from widgetsandbutonstoaddingandpromotingevents<br />
3.Campaigns–createnew CampaignPagesandview andmanageexistingones.<br />
4.Branding&settings–addnew users,updateyourcharity’sJustGivingprofileandchange<br />
yourpasswordandpersonalemailsetings.<br />
just.ly/help
UsingReportslikenobodyelse<br />
You’lfindthreediferentreportsinyourJustGivingaccount:<br />
Paymentreports–everythingaboutpaymentsmadetoyourcharity’saccountby<br />
JustGivingfrom donationpaymentstoGiftAidpayments.You’lreceiveabreakdownof<br />
theamountswe’vepaidyou,relevantfees,donordetails(unlesstheyhavechosento<br />
remainanonymous)andthefundraiserinformation(ifthedonationwasmadeviaa<br />
FundraisingPage).<br />
Donationreports–from donationsmadedirectlytoyourcharitytothosemadeviaa<br />
FundraisingPage,thisreportwilhaveit.You’lbeabletocreatereportswithinthe<br />
specifictimeframeyouwant–from thelastweektothelastyear.Includedwilbedonor<br />
details(ifthey’veoptedintohearfrom you)andthereportwilupdatedailyatmidnight.<br />
FundraisingPagereports–getthelow downonwho’screatingFundraisingPagesfor<br />
you,likedonationreports,itwilupdatedailyatmidnightandwilincludeeverythingyou<br />
mightwanttoknow.<br />
Whilstdiferentintheircontent,theFundraisingPagereportanddonationsreportwork<br />
thesameway,soyoucanapplythesamestepsbelow toyourdonationsreports.<br />
TopTip:YoucanfilteryourFundraisingPagesreportsbased<br />
onwhat“type”ofpageyou’reinterestedin.Therearethree<br />
diferentoptionsforyoutochoosefrom:<br />
Pagescreated–toidentifynew fundraisers<br />
Pagesexpiring–pagesthatareabouttoclose<br />
Pageswithaneventdate–toseealthepagescreatedfora<br />
specificevent<br />
YoucandownloadalistofalthecolumnsavailableintheFundraisingPageanddonation<br />
reportsandtheirdefinitions.Youcanfindithere:<br />
DownloadFundraisingPagereportscolumns<br />
DownloadDonationreportscolumns<br />
just.ly/help
Here’show touseFundraisingPagereports;<br />
-Headtothereportstabandthenclickon‘FundraisingPagereports’<br />
-You’lbetakentoanew pagewhichwillookalitlesomethinglikethis:<br />
Yoursavedreporttemplates’areuniquetoyou.Youwilonlyseepreviousreport<br />
templatesyou‘vesavedwithyourspecificlogindetails.<br />
Anup-to-dateglanceofthetotalraisedinthelast12monthsbyyourcharityon<br />
JustGiving.ItwilincludethenumberofpagescreatedandthetotalGiftAid<br />
amountreceivedtoo.<br />
Togglebetweenthediferenttimeframeparametersorchooseaspecificdate<br />
rangetosuityou.<br />
Usethedrop-downoptiontofilterdatabypagescreated,expiringandevent<br />
date.<br />
A basicreportwilincludelotsofcolumns(we’reserious,there’slots!)butifyou<br />
don’tneedalthisinformation,clickon‘Addorremovecolumns.’A popupwil<br />
appearthatwilalow youtoselectanddeselectcolumns.<br />
Usethearow icontodragcolumnsupanddown(dependingontheorderyou’d<br />
liketoview them in)andthepenciltorenamethereportcolumnsyou’dliketo<br />
view them inandthepenciltorenamethereportcolumns.<br />
just.ly/help
Onceyou’rehappy,click‘Savetemplate’,you’lthenbepromptedtofilinanameforthe<br />
reportandabriefdescription<br />
-Yoursavedreportswilsitinyouraccountundersavedreporttemplatesandyoucan<br />
downloadareporttothechosenspecificationswheneveryouwantwithrefresheddata<br />
-Youcanalsoedityoursavedreportwheneveryoufeellikeit<br />
-Don’tforgetyoucanapplyaltheaboveinstructionstoyourdonationreportsaswel.<br />
Paymentreportsaren’tcompletelydiferenttoFundraisingPageanddonationreports<br />
buttherearesomediferenceswhichyou’lwanttoknow about.Ifyouclickonthe<br />
Paymentreportsoption,you’lbetakentoapagelikethebelow.<br />
Edityourreportpreferencesfrom here,aswiththeFundraisingPagereports,you’l<br />
bepresentedwithalistofaltheavailablecolumnstoselectordeselect.<br />
Togglebetweendiferentdateparameterstofindthecorectreports.<br />
Eachpaymentreportwilhaveabreakdownavailableincludingthedateof<br />
payment,typeofreport(donationorGiftAid),thegrosstotal,feestotalandnet<br />
payment.<br />
YoucandownloadalistofalthecolumnsavailableintheDonationPaymentandGift<br />
AidPaymentreports:<br />
DownloadDonationPaymentreportcolumns<br />
DownloadGiftAidpaymentreportcolumns<br />
just.ly/help
UsingCustom Codes<br />
Custom codesalow youtoaddyourcharity’sowninternalcodesJustGivingreports.<br />
Therearethreetypesofcustom codes:<br />
-Event<br />
-Campaign<br />
-FundraisingPage<br />
Tousethem,firstaddheadersforeachtypeofcustom code.You’lbeabletoaddthree<br />
headerspertype.Ifsomeoneinyourorganisationhasbeatyoutoit,youwon’tbeableto<br />
editthem directly.Toedityourexistingcustom codes,you’lneedtodropusanemail.<br />
Youcancodealyourevents,CampaignPagesandFundraisingPagesonJustGiving.Just<br />
remembertopress“Save”whenyou’redone!<br />
TopTip:Ourresidentreportingexpertshaveputtogetheran<br />
on-demandwebinardedicatedentirelytoreporting.Ifyou’dliketo<br />
learnmoreyoucanview itbyclickinghere<br />
UsingtheQuickSearch<br />
Ontheright-handsideofthereportstabandthe<br />
homepageofyourJustGivingaccount,you’lfindour<br />
quicksearchforfundraisersanddonors.<br />
Usethesearchbartofinda<br />
fundraiserordonation.<br />
You’lseeabriefsummaryofthe<br />
fundraiserincludingtheirname,<br />
webaddress(whichwilbe<br />
hyperlinked)andtheiremail<br />
address.<br />
Findoutthe“status”ofthe<br />
FundraisingPage.<br />
just.ly/help
Ifyouclickon‘View summary,’you’lreceiveamoredetailedoverview aboutthe<br />
FundraisingPageincludingeverythingfrom theireventtothepagetitle,theirtargetand<br />
amountraisedtodate.<br />
TopTip:WehavethreediferentFundraisingPagestatuses:<br />
Active-thepageisopenandcanreceivedonations<br />
Complete-thepagecanstilbeviewedbutitcannolongerreceive<br />
donations.Pagesaretypicalysettothisstatus3monthsaftera<br />
fundraisingeventhasended<br />
Canceled-thepagehasbeenclosedandcannolongerbeviewed<br />
Ifyouclickon“View donations”you’lseesomethinglikethis:<br />
Unfortunatelyforthis<br />
demoFundraisingPage,<br />
it’snotreceivedany<br />
donations!<br />
However,ifithadyou<br />
couldseeabreakdownof<br />
althedonationsmade<br />
anddownloadaspecific<br />
donationreportforthe<br />
FundraisingPage.<br />
just.ly/help
GetingthemostoutofFundraisingtools<br />
EventsTool<br />
AddingeventstoyourJustGivingaccountisagreatwaytoensureyou’rebothaccurately<br />
reportingandcorectlypromotingyourevents.<br />
Toaddanevent,makesureyou’veclickedonthe<br />
Fundraisingtab.Then,clickon“Addanevent”,you’lthen<br />
beaskedtofilinafew details.<br />
Thefieldsmarkedwithanasterisk<br />
needtobefiledinincluding<br />
choosinganoptionfrom the<br />
drop-downfor“category.”<br />
Iftheeventisopentopeople<br />
supportinganycharity,we’l<br />
displayittoeveryonesetingupa<br />
FundraisingPage.Ifnot,we’l<br />
makesureonlypeoplecreatinga<br />
FundraisingPageforyourcharity<br />
canchoosethisevent.<br />
-Onceyou’rehappywiththe<br />
eventdetails,clickContinue.<br />
-You’lbetakentoanew page<br />
withafew moredetailstofilin.<br />
-You’lthenneedtosittightand<br />
waitforyoureventtobe<br />
approved,thisshouldn’ttaketoo<br />
long,andwe’lemailyouwhen<br />
it’slive!<br />
just.ly/help
Whilstyou’resubmitinganevent,youmightseeapop-uplikethebelow:<br />
Thismeanswe’vefoundan<br />
eventinourdatabasewhich<br />
matchesthedetailsyou’ve<br />
enterd.You’lneedtoclick<br />
“Continuewiththisevent”<br />
Someonehasbeatyoutoit<br />
andthey’vealreadyadded<br />
thistoyourcharity’sevents.<br />
Next,headto“View andpromoteevents”intheFundraisingtabandyou’lseeapage<br />
thatlookslikethis:<br />
Youmightfinditusefultofilter<br />
yourview byeventtypeorsort<br />
usingtheotherdropdownoptions<br />
inthetopright-handcorner<br />
Alyourcharity’seventswilbe<br />
listedinthesamewaywiththe<br />
eventname,dateandevent<br />
categorydisplayed.Clickon<br />
“Promotethisevent”formore<br />
excitingthings!<br />
Copyyourdeeplinktoshareinany<br />
emailcommsorsocialmediaposts.<br />
Geta‘Fundraiseforus’butontogo<br />
onyourwebsite.<br />
IfIfyou’reusingACTIVENetwork<br />
registrationyoucanusethistoadd<br />
FundraisingPagecreationintoyour<br />
registrationjourney<br />
just.ly/help
Widgets<br />
Fancyreachingmorepeopleandgivingvisitorstoyourwebsiteaquickandefortless<br />
waytodonatetoyourcharityorfundraiseforyou?Iftheanswersyes,widgetsarefor<br />
youandthey’refreeandreadyforyoutouse!<br />
-Tofindwidgets,gototheFundraisingtabinyouraccountandyou’lseeanoptionfor<br />
‘Widgets.’<br />
-Whenyouclickonthisyou’lhaveseveraloptionstochoosefrom,likethebelow.Each<br />
widgetwilhavethecodewaitingforitunderneath.<br />
Donatebuton–whenasupporterclicksonthisthey’lgostraightintothe<br />
donationflow foryourcharityonJustGiving,reducingthenumberofclicksittakes<br />
forthem todonate–alwaysawin!<br />
‘StartfundraisingwithJustGiving’buton–thesupporterwilgostraightintothe<br />
pagecreationflow foryourcharity.<br />
Eventsboard–advertiseyourcharity’supcomingeventsandconvertavisitorto<br />
yourwebsiteintoafundraiser.Yourupcomingeventswilbedisplayedwitha‘Start<br />
fundraising’butonforeachspecificevent.<br />
Fundraiserleaderboard-createasenseofcommunityandalitlebitofhealthy<br />
competitionwithaleaderboardwidget.Yourcharity’stop10activefundraiserswil<br />
bedisplayedandwilupdateinreal-timetogivefundraiserssomeextra<br />
encouragement.<br />
TopTip:Notsureabouttheactualspecificsofgetingwidgetsfrom<br />
JustGivingtoyourcharity’swebsite?Wedon’tblameyou.Luckily<br />
we’vegotsomedetailed<strong>guide</strong>sforyou.<br />
Here’soneforembeddingthecodeintoHTML.<br />
OnetoembedtothecodeintoWordpress.<br />
Andfinaly,oneforDrupal!<br />
just.ly/help
DonationBoxes<br />
Donationboxesareagreatwaytoconvertvisitorstoyourwebsiteintopotentialdonors<br />
andlongterm supporters.TheseJustGivingbrandedboxespromoteafamiliarwayof<br />
givingandenableyoutodefinethedonationamountsanddescriptions.They’resimpleto<br />
setupandembedintoyourexistingwebsite:<br />
-GototheFundraisingtabandthenunderneaththeToolsforyourwebsitetitle,they’l<br />
be‘Donatebox&donationprompts.’<br />
-You’lbeaskedtofilout3diferentdonationamountsandacorespondingexampleof<br />
whatthedonationcouldhelpyourcharitytoachieve.<br />
-Oncethat’sdone,choose‘Savechanges.’<br />
-Thenheadtothenextstep‘AddDonateBoxtoyourwebsite’andyou’lbeableto<br />
downloadtherelevantcodetoplaceinyourwebsite’sHTML.Theresultwillook<br />
somethinglikethebelow!<br />
© 2018CleftLip&PalateAssociation<br />
AlRightsReserved<br />
.andthanksforletingususeit!<br />
just.ly/help
LaunchingyourownCampaignPages<br />
Ifyouneedtolaunchanew appealoryou’vegotagroupoffundraisersthatyouwantto<br />
createasenseofcommunityaround,CampaignPagesareagreatplacetostart.<br />
-HeadtotheCampaignstabinyouraccountandclickon‘Createacampaign.’<br />
-You’lbetakenstraightintotheCampaignPagecreationflow andfirstaskedtopick<br />
yourCampaigntitle.<br />
Youhave250characterstoworkwithbuttheshorter,thebeterasthis<br />
wilappearinthesearchresults.<br />
Beaspunchyorasmodestwithyourtargetasyoulike.Youdon’thave<br />
tohaveatargetifyoudon’twantone,however,weknow thatpages<br />
withatargetraisemore.<br />
just.ly/help
Togglebetween‘Yes’or‘No’dependingonwhetheryouwantyourCampaign<br />
Pagetobelinkedtoaspecificeventornot.<br />
TogglebetweenwhetheryouwantFundraisingPagestobesetupforyour<br />
CampaignPageornot.Ifyouchooseno,the‘StartFundraising’optionwilbe<br />
removedfrom thepage.<br />
Toptip:LinkinganeventtoyourCampaignPageisimportant!<br />
EveryFundraisingPagecreated underyourCampaignPagewilbe<br />
linkedtoaspecificevent-e.g.theLondonmarathonoryour5KM<br />
funrun!<br />
Detailsofyourevent,includingthenameanddate,wilappearon<br />
theCampaignPage,creatingasimpleeventlandingpage!<br />
Wanttoknow more?Findouthere.<br />
just.ly/help
YourCampaignPage,and<br />
FundraisingPageslinked<br />
toit,wilfeatureyourcharity’s<br />
defaultlogo,youcanupdatethis<br />
heretoauniquelogoforthe<br />
CampaignPage.<br />
Addanextrabitofsparkle<br />
toyourCampaignPage<br />
withabackgroundcolouror<br />
image.You’lbeabletoupload<br />
anexistingimagesavedtoyour<br />
computertoaddanextratouch<br />
ofcharitybranding.<br />
Toptip:Ifyou’reinneedofsomeinspirationforCampaignPage<br />
backgroundimages,takealookatNSPCC’sLondonmarathon2019<br />
CampaignPageandBirmingham St.Mary’sChocolate5km<br />
CampaignPage.<br />
NSPCC’sLondonmarathon2019CampaignPage<br />
Birmingham St.Mary’sChocolate5km CampaignPage<br />
just.ly/help
Yourcoverphotois<br />
goingtotakecentrestageon<br />
yourCampaignPagesomake<br />
sureit’sagoodone.Charities<br />
chooseeverythingfrom a<br />
pictureoffundraiserstothe<br />
individualsandcausesthat<br />
needyoursupport.<br />
Youdon’tneedustotelyouhow importantthestoryisonyourCampaign<br />
Pagebutyoumightmissthetoolsyoucanuselinedupalongthebotom<br />
ofthestorybox;<br />
Title–saygoodbyetoonelongchunkoftextandinsteadaddemphasis<br />
tothestorywherenecessary.<br />
Quotes–caloutanimportantpieceofinformationasaquote<br />
Link–ifyou’vegotmoretosayorwanttosimplydraw atentiontomore<br />
informationonyourwebsite,linkdirectlytoitfrom withinyourstory.<br />
Images–addadditionalpictures<br />
Video–videosaremuchmoreengagingthanplaintextandnow youcan<br />
embedaYoutubevideointoyourstory.<br />
just.ly/help
Getyourfundraisersofto<br />
aflyingstartbyseting<br />
somebasicdefaultsfor<br />
theirpage,startingwitha<br />
pagetitle.<br />
Pageswithatargetraise<br />
moreandit’salsokeyto<br />
setexpectationsifyour<br />
fundraisershaveatarget<br />
theyneedtoraise.<br />
Don’trelyonourstock<br />
photosandinsteadadda<br />
morepersonaltouchwith<br />
imagesfrom yourcharity’s<br />
workorprevious<br />
fundraisers.<br />
Youknow theworkyour<br />
charitydoesbeterthan<br />
anyonesohelpyour<br />
fundraisersoutbywriting<br />
acompelingstorytoget<br />
them started.<br />
TopTip:Ifyou’vechosennottohaveafundraisingoptionforyour<br />
CampaignPagethenyou’vesavedyourselfajobandcanignorethis<br />
step!<br />
just.ly/help
Whenyou’repickingyour<br />
CampaignPageweb<br />
addresskeepitshortso<br />
it’seasytoshareand<br />
memorable–youcan’t<br />
changethewebaddress<br />
onceyou’veclickedsave<br />
somakesureyou’re<br />
happywithit.<br />
Thisisthefinaldecision(wepromise!).You’vegotthree<br />
optionshere;<br />
1.Publishnow –it’lbeliveonthewebsiteandreadyto<br />
donateto.<br />
2.ScheduleCampaign–it’lgoliveonyourchosen<br />
date.<br />
3.Saveasdraft–foryourcharity’seyesonly,itcanstay<br />
asadraftforaslongasyoulike.<br />
YourCampaignPageisfinished,congratulations!<br />
Navigatebetweenlive,<br />
scheduled,draftand<br />
expiredCampaignPages<br />
orview them alatonce.<br />
EachCampaign“card”wil<br />
giveyouasnapshotof<br />
how theCampaignPage<br />
isperformingand afew<br />
quickactionstotakefrom<br />
editingtheCampaign<br />
Page,updatingtheofline<br />
amountanddeletingit.<br />
IfyoureturntotheCampaignstab,you’lfindanoption‘View existingcampaigns’<br />
whichwilgiveyouadashboardofalyourcharity’spastandpresentCampaign<br />
Pages<br />
just.ly/help
BrandingandSetings<br />
Ifyou’restilwithus,congratulationsformakingitthisfar!Hopefulyyourbrainisn’t<br />
hurtingtoomuch,we’lkeepthelastsectionquick.<br />
TheBranding&setingstabfeatureseverythingfrom updatingyourcharity’sJustGiving<br />
profiletochangingyourpersonallogindetail.<br />
Updateyourcharity’slogoasajpeg,<br />
jpg,gif,bmporpngfile,it’lappearon<br />
yourcharity’sJustGivingprofilepage,<br />
anyCampaignPagesyoucreateand<br />
yoursupporter’sFundraisingPages.<br />
Use80characterstofiloutyour<br />
charity’simpactstatementwhichwil<br />
bedisplayedonyourcharity’sprofile.<br />
Filoutyourcharity’sdescription(this<br />
timewith300characters)whichwil<br />
appearunderyourcharity’simpact<br />
statementonyourprofileandon<br />
FundraisingPages.<br />
Pre-setfeaturesonFundraisingPageslikethetotaliseranddonatebutonto<br />
yourcharity’scustom colours.<br />
Createdefaultsetingsforanyonewhocreatesapageforyourcharitywitha<br />
coverphotoandapagestory.<br />
Use500characterstosendapersonalisedthankyoutoeveryonewhodonates<br />
toyourcharity.<br />
Managewhohasaccesstoyourcharityaccountbyinvitingnew users,removing<br />
users,reviewinganypendinginvitationstojointheaccountandupdatingwho<br />
hasaccesstowhatwithintheaccount.<br />
TopTip:Needsomeinspirationforhow toencompassyourcharity’smissionstatement<br />
in80characters?Herearetwoofourfavourites!<br />
SpinalResearch–Wefundlifechangingresearchtochangethefutureofspinalcord<br />
injury<br />
TRIBEFreedom Foundation–Wepushthelimitsofhumanendurancetofightmodern<br />
slavery<br />
just.ly/help
TopTip:Youcanhaveasmanyorasfew userswithaccesstoyourcharityaccount.<br />
Therearetwo“types”ofusers:<br />
1.Admin–thisusercanaccesseverythingwithinthecharityaccount<br />
2.Basic–theusercanonlyaccesscertainareasoftheaccountdecidedbythe<br />
individualwhoinvitesthem tojoinit.<br />
JustGivinghasanautomated<br />
integrationwithBlackbaud<br />
eTapestry®.UsethisAPIkeytoset<br />
upyourautomateddatasync.<br />
Itdoeswhatitsaysonthetin!Keep<br />
youraccountsecureandupdate<br />
yourpasswordatregular<br />
opportunities.<br />
Updateyouremailaddressandjob<br />
title.<br />
Decidewhatandhow frequentlyyouwanttohearfrom JustGivingfrom notifications<br />
whenanew pieceiswritenonourblogtonotificationsaboutwhenasupportersets<br />
upaFundraisingPageforyou.<br />
Makesurethepostaladdressandcontactnumberwehaveforyourcharityarecorect<br />
andthatthecontactdetailswhichwilappearonyourJustGivingprofileareaccurate.<br />
View anddownloadyourcharity’sJustGivinginvoicesasaPDF.<br />
just.ly/help
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