Sponsorship and fundraising campaigns provide powerful opportunities for individuals, local businesses, and community organizations to give back and support meaningful initiatives. Below are key best practices to guide you as you build your campaign.   Basic Details Primary Item Display For Sponsorships + Fundraisers we recommend using the Gallery V...

After a donation is made, consider these key recommendations to enhance donor and sponsor recognition and show your appreciation effectively.   1. Update Donated Item  Add a photo of the organization, business or person who participated Enhance the description by thanking them and telling community members about the donor/sponsor To add photos or im...

Below is a breakdown of each available field type you can select when creating a custom form, what it does, and when to use it. This guide will help you choose the right input for collecting specific types of information from your participants, donors, sponsors, or volunteers.   Single-Line Input Use for: One Line Text, Dates, and Number fields. Exa...

Community members are eager to make a difference—they just need to be inspired and provided with easy ways to get involved. Whether through volunteering, sponsorships, or memorial contributions, offering straightforward opportunities and highlighting the personal impact they can have will drive participation and support. By making the process simple...

The Activity Log centralizes participant information, in real-time, making it simple to review and reference key updates.    1. Click Campaigns   2. Select Campaign   3. Click Manage > Activity Log Participant Name, Email, Phone Number and Organization (if applicable) will be recorded Total Amount, Net Amount, Disbursement Date, and Linked Disbur...

Custom form templates provide a fast, streamlined way to launch forms with ease. This step-by-step guide will show you how to access pre-built templates and tailor them to your unique needs. How to Use Custom Form Templates 1. Navigate to Your Custom Forms Grid Select Manage > Custom Forms   2. Add New Form Select Add Custom Form in the upper rig...

Digital Stories are most meaningful when crafted by the people closest to them. With SeeMyLegacy, you can invite contributors to help tell those stories. Adding a contributor is simple and can be done from multiple areas within the platform.   When Activating a Plaque Manage > Plaques > Available Plaque > Activate QR Plaque > Enter Contr...

QR Plaques are physical markers that feature QR codes, allowing anyone with a smartphone to access engaging digital content. They serve as gateways to interactive storytelling right where the story matters most—in the community. Each QR plaque is crafted from photo-anodized satin aluminum, a sleek and durable material designed to withstand the eleme...

X is a powerful platform for promoting your SeeMyLegacy profile and campaigns. With its vast, real-time audience and simple sharing tools, it’s an ideal way to keep your community informed, engaged, and motivated to take action.   How Content Is Shared on X There are several ways to post content on X. Mix it up to keep your followers interested and ...

LinkedIn is a powerful platform for professional networking and showcasing your SeeMyLegacy campaigns to an engaged, career-driven audience. Whether you're reaching out to organizations, professionals, or community leaders, LinkedIn offers a unique opportunity to promote your campaigns and connect with people who can help amplify your cause.   How C...

Learn how SeeMyLegacy uses secure payment processing powered by Stripe to collect funds, and how your community receives disbursements each week. Stripe Payment Processing When using Stripe Payments as the Participation Method, your participants will be able to contribute directly online. This saves you time and effort, and makes it easier on your c...

This article will walk you through the process of adding Memorial Options to your Memorial Campaigns, helping you create engaging opportunities for your community members to participate. Steps to Add Memorial Options: 1. Click Edit Campaign 2. Select Memorial Options from the Side Panel 3. Click Add Memorial Option While in the Campaign Editor selec...

Memorial Program Campaigns offer a heartfelt way to honor loved ones, celebrate meaningful milestones, and recognize organizations through lasting tributes. This guide will walk you through how to create a beautiful Memorial Program for your community and residents. Steps for Creating a Memorial Campaign:   1. Select Create Campaign In your Campaign...

There are several ways to organize and sort your campaign options, allowing you to display them in the order that best supports your campaign’s purpose and goals. Sorting Options: Price High to Low: Great for showcasing premium options or top-tier sponsors first. Price Low to High: Ideal for highlighting more accessible, entry-level options first. M...

If you receive a donation via check or cash outside of the SeeMyLegacy platform, you can manually record it in your profile. This helps ensure all contributions, no matter how they were received, are tracked in one centralized place. By recording offline donations, you’ll maintain a complete and accurate view of your Campaign’s participants and fina...

Keeping track of volunteer engagement is simple within the Activity Log of your Volunteer Campaign. You can record volunteer hours, mark attendance, and ensure your reporting stays accurate. How to Track Volunteer Hours and Attendance 1. Open the Campaign Activity Log Navigate to your Volunteer Campaign Select the Manage > Activity Log to view th...

Once you are ready to share a Digital Story, the first step is to Activate one of your QR Plaques.  Follow the steps below to Activate Your QR Plaque: Activating Plaque Click Manage → Plaques Find the QR Plaque you want to Activate and click “Activate QR plaque” In the Activation Pop-up you will need to do two things: Connect QR Plaque to an Item - ...

With SeeMyLegacy, you can effortlessly add and manage unlimited users at no cost. The process is simple and intuitive—just follow the steps below to get started!   Your browser does not support HTML5 video.   ⚠️Important Note: All users enjoy the same full level of access—there are no inherent restrictions on what they can do. However, you have the ...

Custom forms are a powerful tool that allows you to collect the information that matters most from your campaign participants—whether they’re donating, registering, or engaging with your organization in another meaningful way.   What Are Custom Forms? Custom forms give you complete control over the questions your participants answer when they take a...

Instagram is a visually-driven platform perfect for showcasing your SeeMyLegacy campaigns and reaching a broad, engaged audience. With its emphasis on eye-catching photos, stories, and hashtags, it's an excellent way to keep your community informed, inspired, and ready to take action.   How Content Is Shared on Instagram Instagram offers multiple wa...

Since Items within a Points of Interest campaign cannot be claimed, only viewed, items added to these campaigns should only be added as a Single Quantity. Follow the below steps to add Single Quantity Items to your pre-existing Points of Interest campaigns.   1. Click Add Item > Single Quantity Item     2. Input Item Details Item Name - Input the...

Starting June 30, 2025, a $0.30 fee will be applied to each credit card transaction processed through our platform. Why is this fee being added? This fee helps offset rising credit card processing costs. By adding a flat per-transaction fee, we’re able to maintain the security and reliability of our payment infrastructure while continuing to enhance...

Once your custom form is created, the final step is to attach it to the appropriate item. This ensures your form is live, active, and ready to collect information from participants. Be sure to attach it to the item that aligns with the purpose of your form. How to Attach a Custom Form 1. Select Item > Edit 2. Scroll down to the Participation Form...

The Notification tool within a Campaign enables users to receive an email notification each time someone participates in the campaign. Users are able to add or remove individuals from notifications, on a campaign basis, based on user needs and preferences. 📢 Important Note: The campaign creator will automatically be added to receive campaign notific...

When you’re ready, it’s easy to make your campaign visible to your community. Once it’s public, participants can begin participating right away. Steps to Make Campaign Public: 1. Click on the Campaign 2. Select Edit Campaign 3. Select Settings from the Side Panel 4. Choose Public under Campaign Visibility 5. Hit Save    📣 Spread the Word: Promote Yo...

The About tab serves as the front page of your Community Profile and is the first thing members will see when they visit your SeeMyLegacy profile. It's a great opportunity to make a strong first impression. Community members can view upcoming campaigns, browse photos, access links to your social media profiles, and more!     All copy and images disp...

This guide will walk you through the process of adding items to your Volunteer Campaigns, helping you create engaging opportunities for your community members to give back. What Are Items? Volunteer Items are the core opportunities within your Volunteer Campaigns. They outline the specific ways your community can participate, making it simple for pe...

There are a series of communications participants will receive after a successful submission that will all come from app@seemylegacy.com. Participants automatically receive a confirmation email after a successful submission. This email includes the core details of their submission and, if applicable, payment confirmation. When Donations, Sponsorship...

There are a series of automated actions that are triggered based on the Campaign Type you select. Below is a breakdown of these triggers, organized by campaign type.   Campaign Type: Memorial Programs 1. Participant is Added to Activity Log   2. Campaign Notification Recipients Receive an Email Notification of the Participation   3. Donor/Sponsor Re...

This guide will walk you through the process of adding items to your pre-existing Campaigns, helping you create engaging opportunities for your community members to participate. What Are Items? Items are the different ways people can contribute to or engage with your campaign. Depending on your initiative, items might represent: Sponsorship Opportun...

When someone participates in your Registration Campaign, several automatic actions and email notifications are triggered. This ensures both your team and the participant have the information they need. 1. New Participant is Added to the Activity Log Every new registration is automatically recorded in your Campaign’s Activity Log .  Each Activity Rec...

Once you’ve submitted a volunteer form, you can’t edit or cancel it directly in the platform. If your plans change, here’s how to update your sign-up: Contact the Community Directly The community hosting the volunteer opportunity is the one that manages changes. Reach out to them to update or cancel your sign-up. You may find their contact informati...

Registration-based campaigns offer a flexible and engaging way for residents, community groups, and local businesses to get involved in meaningful initiatives. These campaigns are especially effective for events, or programs that encourage sign-ups and participation. Community initiative is a great fit when your initiative doesn’t fall under standar...

Once you’ve submitted a payment, you can’t edit or cancel it directly in the platform. If you need to request a change, here’s what to do: Contact the Community Directly SeeMyLegacy partners with cities, parks, schools, and community organizations to power their fundraising and engagement efforts. Since it is their campaign and their funds, we canno...

With SeeMyLegacy, you can manually add donations that were processed outside the platform. This ensures that every donation is recognized , keeping your campaign complete and accurate. Follow the below steps to add a donated item. If you'd like to bulk import GIS information for items (benches, tress, etc.), please reach out to your Community Suppor...

After a donation is made, consider these key recommendations to enhance your campaign and show your appreciation effectively.   1. Update Donated Item  Add a photo of the item that was donated and/or a photo of the person who it was dedicated on behalf of Enhance the description by thanking the participant To add photos or improve the description, s...

With SeeMyLegacy, you can manually add donations or sponsorships that were processed outside the platform. This ensures that every donor and sponsor is recognized , keeping your campaign complete and accurate. Follow the below steps to add a donated item.   1. Click Campaigns   2. Choose Campaign     3. Click Add Item > Single Quantity Item     4...

One of the most effective ways to generate excitement and drive participation in your campaign is by placing physical flyers where your community gathers. Whether it’s in the rec center, chamber building, city hall, schools, or parks, these tangible materials provide a direct and personal connection to your cause.   Why Physical Flyers Work: Physica...

No — you do not need to create a SeeMyLegacy account to donate, sponsor, volunteer, or register for a campaign. All participation can be completed directly through the community’s SeeMyLegacy profile. Once you’ve made a donation, sponsorship, registration, or signed up for a volunteer event, you’ll receive a confirmation email (and tax receipt, if a...

This guide will walk you through the process of adding items to your pre-existing Campaigns, helping you create engaging opportunities for your community members to participate. What Are Items? Items are the different ways people can contribute with or engage with your campaign. Depending on your initiative, items might represent: Sponsorship Opport...

Digital Stories bring storytelling to life in a whole new way—combining text, photos, audio, and video for a rich, interactive experience. Activated by QR plaques, these stories allow communities to honor their history, recognize generous donors, and share the meaningful narratives behind memorials, landmarks, and dedications.   What's Included in a...

Once you’ve submitted a registration, you can’t edit or cancel it directly in the platform. If you need to make a change, here’s what to do: Contact the Community Directly The community hosting the registration event is responsible for managing changes. Please reach out to them if you need to update or cancel your registration. You may find their co...

You can edit a donor’s activity directly within the Activity Log using two different methods. Both will open the editor in a side panel, making it easy to review and update details efficiently. Option 1: Click Expand button at the beginning of the row.     a. Note: Button only displays when hovering over row.   Option 2: Click the three dots (⋯) in ...

After creating a custom form, you’ll have the flexibility to edit it at any time. This will allow you to make updates, refine questions, or adjust settings as your needs evolve.   1. Click Manage > Custom Forms   2. Scroll to the Right   3. Under Action, Click Edit Form   4. From the Form Editor Page, You'll Be Able to: Update form title and sub-...

  ⚠️Important Note If you haven't received an invite to sign up for the platform from app@seemylegacy.com or spoken to a Community Support rep, please contact your rep or email support@seemylegacy.com. The instructions below assume you already have an account.     1.) Go to SeeMyLegacy Login Page We recommend bookmarking this page for ease of access...

Your website is one of the first places community members and businesses go to stay informed. By strategically featuring your SeeMyLegacy profile and Campaigns, you make it easy for your community to get involved—whether they want to donate, sponsor, volunteer, or simply learn more. Creating a clear and inviting path to your SeeMyLegacy content ensu...

Partnering with local media outlets is an incredibly effective way to build awareness and drive participation for your campaign. Whether through newspapers, radio stations, TV news programs, or local online publications, local media provide a powerful platform to amplify your message and reach your community directly. With their established trust an...

Newsletters are a direct and trusted way to connect with your community. Whether it’s a city-run newsletter, a school or athletic program update, or a bulletin from a local organization, these channels reach highly engaged audiences who care about what’s happening in their area. By sharing your campaign in newsletters people already read and trust, ...

QR Plaques are available for purchase to all active SeeMyLegacy subscribers. With multiple convenient purchasing options, you can choose the method that best fits your preferences and needs.   1. Purchase From Community Profile Within your SeeMyLegacy account, you’ll find a convenient button that takes you directly to our website, where you can expl...

Campaigns serve as powerful tools for accepting sponsorships, donations, volunteers, and more to support your initiatives. When creating a campaign, you'll go through four key components, outlined below.   Use a Template Browse our template library to see if there is a pre-built campaign for your initiative. This option will save you time and energy...

There are a variety of promotional tools within a campaign designed to help you reach your audience effectively. From customizable flyers and downloadable QR codes to social media integrations, these tools make it easy to amplify your message and drive engagement. Continue reading to explore how these tools can elevate your marketing efforts and hel...

Launching a campaign is just the beginning. To truly make an impact, it’s essential to follow through with strategic and consistent promotion. Whether your campaign is centered around community engagement, fundraising, or advocacy, here are best practices to help it gain traction across social media platforms, your website, and beyond.     1. Start ...

Each QR Plaque also comes with a downloadable digital QR code that you can easily share across multiple platforms. Whether you're posting on social media, adding it to a website, or printing it on a banner of flyer, this feature makes it simple to share the Digital Story in creative ways. Here's how to Download your Digital Story's QR Code: Click Ma...

The SeeMyLegacy Payment Feature provides secure and convenient online payment processing for community donations, sponsorships, and programs registrations. This article explains how refunds are processed within our system.   Refund Process SeeMyLegacy Customers may be asked, from time to time, to issue a full or partial refund for a contribution mad...

If you purchase a Story Dedication or Story Board, a custom message is required for the plaque. Once your Story Dedication QR Plaque is activated, you'll have the opportunity to personalize the message that appears on it. If you choose to add a contributor, they’ll also have the ability to customize the messaging. Story Board customizations will go ...

Volunteer campaigns offer a fantastic way for residents, community organizations, and local businesses to give back by actively participating in meaningful initiatives. Whether you're rallying support for a cause or mobilizing volunteers for an event, here are some key best practices to keep in mind as you build your campaign.   We recommend setting...

Easily manage all of your purchased and activated QR plaques directly from your Community Profile, where you can view, edit, and organize each plaque in one central location. To manage your plaques, navigate to Manage > Plaques.   Available Plaque Tab This tab displays all of your QR plaques that have not yet been activated. Here you can: View to...

Local businesses are eager to give back to their communities, but they also want to be recognized for their contributions. By providing businesses with clear, easy-to-access opportunities to sponsor or fundraise for a cause, you can offer them a way to make an impact while gaining valuable exposure. Tailoring your messaging to highlight the benefits...

After completing your submission, a confirmation email (including a tax receipt, if applicable) is automatically sent to the email address you entered at checkout. The email will come from app@seemylegacy.com . If you don’t see it in your inbox, try the following: Check your Spam, Junk, or Promotions folders. Search your email using the sender addre...

When a Volunteer signs up for your Campaign, several automatic actions and email notifications are triggered. This ensures both your team and the volunteer have the information they need. 1. New Volunteer is Added to the Activity Log Every new volunteer is automatically recorded in your Campaign’s Activity Log .  Each Activity Record includes: Volun...

When someone participates in your Sponsorship & Fundraiser Campaign, several automatic actions and email notifications are triggered. This ensures both your team and the donor or sponsor have the information they need. 1. New Participant is Added to the Activity Log Every new sponsor or donor is automatically recorded in your Campaign’s Activity...

There are countless ways to spread the word about your SeeMyLegacy profile and campaigns—from social platforms to local outreach and everything in between. Whether you’re looking to engage donors, rally volunteers, or share powerful community stories, the possibilities for promotion are endless. Explore the channels below to find the ways to get you...

Facebook is one of the most effective tools for promoting your SeeMyLegacy profile and Campaigns. With a strong local audience and built-in sharing tools, it’s a powerful way to keep your community informed, engaged, and inspired to take action.    How Content Is Shared on Facebook There are multiple ways to post content on Facebook. Use a mix to ke...

Share SeeMyLegacy. Earn Rewards. Our Referral Program makes it simple to introduce SeeMyLegacy to new communities—and rewarding for both you and them. 💡 How It Works Referrer (Current Customer): Earn a $250 credit toward your next subscription renewal for each qualified referral. New Customer: Receive $250 off their first annual subscription when th...

When someone participates in your Memorial Program, several automatic actions and email notifications are triggered. This ensures both your team and the participant have the information they need. 1. New Memorial Donation is Added to the Activity Log Every new memorial donation is automatically recorded in your Campaign’s Activity Log .  Each Activi...

Whether you're gathering volunteer info, sponsor details, or donor preferences, custom forms give you the flexibility to ask the right questions. In this guide, you'll learn how to create a custom form, from scratch, that’s perfectly aligned with your campaign goals.   How to Create a Custom Form 1.  Select Manage > Custom Forms   2. Click Add Cu...

You can embed your campaign directly into your own website to maximize contributions and allow supporters to engage without ever leaving your page. This creates a seamless experience for your audience and helps increase visibility and participation. What You Can Embed Full Campaign – Showcase your entire campaign, including details and contribution ...

Each item comes with a set of promotional tools to help you spotlight high-priority opportunities across your website, social media, and email. These tools make it easy to drive traffic, boost visibility, and attract sponsors, donors and community members — ensuring your most important offerings get the attention they deserve.   Shareable URL A shar...

Once your plaque is activated, you'll have full access to personalize the story linked to its QR code. You can easily edit the text, update or add images, and include additional pages to create a story that reflects what you want to share. To learn how to activate your QR plaque, click here .   Navigating to the Story Editor Option 1 From Plaques Gr...

There are a variety of promotional tools available for your profile, designed to help you boost your visibility and reach your audience effectively. From shareable links and downloadable QR codes to seamless social media integrations, these tools make it simple to promote your profile across multiple channels. Whether you’re sharing on websites, new...

Interactive Tour Campaigns are a fantastic way to engage your community by showcasing landmarks, historical sites, art tours, and more! These campaigns create an interactive, all-in-one experience, making it easy for participants to explore and connect with their surroundings. Pair them with our QR plaques to bring each stop on the tour to life with...