When setting up a campaign, you can customize a variety of settings to align with your goals and create the experience that works best for you and your supporters.
Required Settings
Each campaign must have a notification recipient and a disbursement account assigned. These settings are essential for proper communication and financial processing, and must be filled in before a campaign can go live.
- The notification recipient is the designated person who will automatically receive email alerts when someone participates in the campaign.
- The disbursement account tells the SeeMyLegacy Finance team where to route any collected funds.
Note: A disbursement account must be selected for every event, even if no payment is required. This ensures proper setup and allows for future financial tracking or updates, if needed.
Campaign Settings
The other options under Settings can be customized based on your preference and needs.
- The Generate Tax Receipt option, if Yes is selected, allows you to determine if you would like participants to automatically receive a tax deductible receipt after purchase. If No is selected, your participants will not receive an email with a tax receipt.
- The Generate Recognition Cards option, if ‘Yes’ is selected, your participants will be publicly acknowledged for their participation as part of the campaign. If ‘No’ is selected, their participation will remain private to community administrators, and no public recognition will take place.
- Display Fundraising Progress Bar option, if Yes is selected, gives your supporters a real-time view of how close you are to reaching your fundraising goal by displaying a progress bar on your campaign page. If No is selected, the progress bar will not be displayed. Click here to learn how to enable a progress bar to your campaign!
- Display Campaign Items on Map option, if Yes is selected, gives you the ability to allow your items to be displayed in a map view. If No is selected, items will just display in a Gallery View.
- The Sort option allows you to choose how you would like your items sorted on your campaign page, either High to Low or Low to High.