1. Activate fundraising module
2. Assign fundraising goals permissions to appropriate administrators and/or volunteers
a. You can do this through admin permissions or tags (more on this later)
3. Go to my lists
4. Administer: CRM Category
a. Add new CRM Category
i. Why are we doing this? I thought we were setting up a fundraiser?!
This will create a space for all notes to be logged, and follow-ups to be assigned. This becomes a chain of record for all the correspondence between donors and administrators or solicitors. Both administrators and solicitors can log donations and pledges.
b. Name your CRM Category (typically an identical name to the actual fundraiser)
c. Assign visibility to people with these tags (this can be added later)
i. What’s this?
If you have a fundraising committee or team that needs access to a particular fundraiser, you can give them all visibility in bulk by adding them first to a tag, and then assigning that tag to be visible to that CRM category.
d. Visible to people with these permissions
i. Select “CRM”
e. Click “Create New”
5. Administer: Charge Types
a. Create charge type(s) for the campaign
6. Administer: Fundraising Goals
a. Add New Fundraising Goal
b. Name it
c. Choose an amount for the Goal
d. Completion
i. Charge types
1. Select the charge type(s) that you would like to track within this fundraising goal.
a. You can track multiple if you choose, or just one. If you choose multiple, when logging a pledge, you will have the choice to allocate it according to the donor’s specification.
ii. Choose the date range for the fundraiser.
1. This can be in the past if you are in an ongoing fundraising effort
iii. Amount: type “0.01” (don’t ask us why, it’s a bug, sorry)
e. Initial Families in the Goal
i. Include Account types that you want to initially populate your campaign
1. You can add this later as well either by tag, or by individual
f. Admins
i. Choose the Admin Tags who will have privileges to administer this campaign.
1. If you have a fundraising team that needs access to a particular fundraiser, you can give them all visibility in bulk by adding them first to a tag, and then assigning that tag to be visible to that Fundraiser.
g. Solicitors
i. This is where you can add ShulCloud Account Individuals to be solicitors to your campaign.
1. They will have access to this campaign ONLY, and be able to see limited demographic and contact information, as well as record pledges or other notes during a solicitation. (you can do this later too)
h. Dashboard
i. Use CRM Notes
1. Select the CRM category we created earlier
ii. Include tags on dashboard
1. This is if you’d like to show specific tags of the prospects on your dashboard… up to you.
i. Custom fields
i. Often we have different questions we want to ask as part of the solicitation or donation process.
1. Some options include:
a. Is this donation in memory of someone?
b. Is this donation in honor of someone?
c. Do you want to be contacted for a future fundraiser? Yes|No
d. If you’re donating a Mezuzah for the building, what text would you like it to say?
e. How would you like your name to be address in any public communication?
j. Click “save.”
7. Admin Menu: Fundraising Goals
a. Click “View Goal”
b. A little bit about the page you’re looking at
i. Top Left
1. Goal Progress
a. This is a bar showing Pledged vs. Paid
ii. Top Right
1. Actions
a. You can add families either by tag, account type, account billing type, or individually
b. You can export all of the fundraising data
c. You can edit this campaign
iii. Recent Notes
1. These are notes that are taken by solicitors, they are synced to the specific CRM category we added earlier
iv. Status Summary
2. A pie chart comparing declined vs. in process (neither asked nor declined), pledged, or completed (paid)
v. Outstanding Follow-ups
1. If a CRM note was created and a follow up was written and the assignee, is you, or you are an admin and can see all of the follow-ups, those notes with the dates that the follow up is due are listed here.
2. To follow up, just click on the note, and it will open up the account screen to make another note.
vi. Filters
1. This filters by several different items including your custom questions.
a. Please note: if you cannot see at the bottom of your list of prospects, all who have paid their donation, odd’s are the “status” is not set to see “completed”
vii. Outputs
1. Shows any answers to any of your custom fields as well as whether your prospects have donated, if so, how much, or how much they owe or have paid.
2. You can export this information or clear your selections to go back to the default view.
viii. The list at the bottom of the page of your prospects allows you to drill down into individual accounts.
ix. Pick an account, and select “view details”
1. From top down
a. The status of the prospect (declined, pledged, paid etc.)
b. Basic contact information
c. Custom questions (and answers)
d. Notes Tab
1. These notes will go directly to that prospect’s CRM
ii. Follow up
1. This will assign a follow-up date
iii. Click “add”
iv. Below will show the most recent note, as well as the next follow-up task.
e. Info Tab
i. This shows basic contact and demographic information
f. Mailing Tab
i. This shows the mailing address
2. Top Right – To Record a Pledge
a. Click “Record Pledge”
b. Input the amount
i. If it’s multiple charge types, allocate it correctly
c. Input the date of transaction (automatically filled, or backdated if necessary)
d. Input the due date
i. This is useful if your prospects will be setting up payment plans, it will make sure the payment plan MUST end prior to the due date
e. Add a note
i. This note will show up on the transaction log
f. By “adding now” you will add a “charge” to that account
8. Sharing progress with the community
a. ShulCloud has a speedometer that will show the progress of the campaign.
i. On the page you want it to show do the following:
1. Start editing
2. Select the appropriate section, or create a new section
3. Edit Section
4. Insert Widget
5. Choose Widget: Goal Widget – Pledge Amount
6. Which type: Select your specific fundraiser
7. Click “ok”
8. “Save Section”
9. Refresh Page
9. Sharing who’s donated with the community
a. Though this is not an automatic feed, an easy list can be generated and posted.
1. Admin Menu: Settings
a. Edit Settings
b. Search “On the Payment Page, Have all Donations produce a Dedication Record (even if nothing filled out)”
i. This MUST be checked as “Yes”
c. Scroll down and “save”
2. Admin Menu: Dedications
a. Select the Charge type of your fundraiser
b. Select “update filter”
c. Select “newsletter view”
d. Copy and paste that anywhere as often as you’d like
10. Thanking your donors/collections etc.
a. Admin Menu: Mail
i. Option 1
1. Create New Mail
2. Select type of mail (email, or paper)
3. Select “Fundraising Goals”
a. Select the goal
b. Continue
4. Filter the subscriber list according to your preferences
5. Select the type of mail
ii. Option 2
1. Create New Mail
2. Select type of mail (email, or paper)
3. Select “contribution”
a. Based off charge or payment
b. Select date range
c. Select amount range
d. Select charge type associated with fundraiser
e. Select payment status
f. Continue
4. Select “Matching Contributors”
a. Select Continue
5. Decide whether you’d like to add personal statements, or attach invoice (depending on thank you notes or collection communication)
a. Select Continue
6. Tokens of actual contribution amount will be available as a mail merge field.
7. Send your email.