How-to: Export Donation and Donor Reports
Export information about each donation you receive and the donors who gave them. RallyUp has made it easy to export reports of all of your donations, including all of the information collected on donors and any fees that may apply. You can use this information to learn more about your donors and reconcile your Campaign once it’s finished. Reports do...
How-to: Cancel and Refund Credit Card Charges
Cancel and refund any credit card transaction, including donations, payments, and purchases. If a donor needs to cancel a payment for any reason, RallyUp lets you easily refund their money. Before You Begin These instructions only apply to Stripe credit card transactions and not to charges processed outside the RallyUp site (such as cash donations...
How-to: Copy an Experience
Save time when creating a new Experience by copying a previous one. If you've previously run a successful fundraising Experience on RallyUp and want to run the same kind of Experience again, you can copy any Experience to save valuable time and energy. Copying an existing Experience transfers over details such as chosen fundraising activities, custo...
How to Find and Share Your Experience Link
Sharing your experience’s link is one of the easiest ways to spread the word about your fundraiser. Your experience link can be accessed or shared in several places. Here’s where you can find your link: Experience page The following icons on your experience page give you the option to share your link via social media or to copy the link to share els...
How to Change or Cancel My Recurring Donation
Find out how to modify a recurring donation here. If you’ve signed up to make a recurring donation to a crowdfunding experience or donation page, there may come a time when you’d like to modify or cancel your donation. There are several reasons why you’d need to update a donation. For instance, if your credit card is expiring and you’ve received a n...
How-to: Change Your Experience End Date
Update your Experience end date even if your fundraiser is already live. RallyUp makes it easy to change your Experience end date, even if you've already started raising funds. If you're running multiple fundraising Activities in a single Experience, you can set one end date for all Activities or set separate end dates for different Activities. Bef...
Understand: What Exported Reports Look Like
Preview what your reports will look like when you export them. RallyUp makes it easy for Experience organizers to export spreadsheet reports that contain valuable information concerning each donation, donor, and more. Reports are exported as .csv files, which allow you to manage the data using your preferred spreadsheet viewer, such as Excel or Goog...
How Can I Show Someone My Experience before It Starts?
Find out how to create a shareable link to get feedback on a fundraiser before it goes live. Going live with your experience is an important and sometimes daunting step in the process of starting a fundraiser. We understand that you want everything to be perfect before your experience is visible to the world, which is why we’ve made it possible for ...
How-to: Email Donors and Post Updates
Engage with your donors by sending emails and posting updates. RallyUp helps you keep in touch with donors in two ways: Send emails Post updates to the Updates tab on your Experience Page Use emails or updates to let your supporters know how close you are to your fundraising goal, how the funds raised will impact the cause, how they can help promot...
Understand: Why the Amount Raised on Your Experience Page is Different from the Amount Received
Learn how the final amount raised is calculated when your Experience ends. When you fundraise with RallyUp, you can display the amount raised on your Experience Page: The amount raised displayed on your Experience Page reflects the total amount of donations you’ve received before any fees are calculated and subtracted. You can find more detailed r...
How to Reuse a Personalized Link from a Previous Experience
Find out how to use the same link you used for a previous experience for future fundraisers. Many RallyUp users run sequential experiences, whether it’s every year or on another recurring basis. To make it easy for previous donors to find and share their experience, they may opt to use the same link from a previous experience (such as “go.rallyup.co...
Archive a Completed or Cancelled Experience
Hide your completed or canceled experiences from your account and the public by archiving them. If you run many experiences on our site, the experience list in your account can get rather long. This can make it difficult to find your current experience. Archiving old experiences can clean up the list and make your current experiences easy to find. A...
How-to: Email All Donors
Easily send a mass email to all of your donors whenever you need. There may be times when you need to send a mass email to many donors. RallyUp allows you to compose and email everyone who donated to a specific Experience. If you're a RallyUp+ subscriber, you can also send a mass email to everyone who contributed to your organization across all Expe...
How-to: View a List of Raffle, Sweepstakes or Auction Winners
View and export a list of winners for your Raffle, Sweepstakes, or Auction. When your Raffle, Sweepstakes, or Auction ends, the person who created the Experience will receive an email with the winner's information. We know how important it is to access a list of winners and their contact information soon after your fundraiser ends, so you can view t...
I Haven’t Heard from Stripe about My Nonprofit Discount
Find out why there may be a delay in receiving your nonprofit discount from Stripe. Stripe offers a discounted fee for eligible nonprofit organizations. You can contact them directly at nonprofit@stripe.com to see if your organization qualifies for this discount. Stripe processes these requests once a week, so it may take a few days for them to resp...
Get Notified of New Donations and Transactions
Find out how you can set up and disable email notifications for new donations and transactions on your Experience. With the steps below, you can set up or disable email notifications for new donations and transactions that come into your experience. These notifications help monitor the progress of your fundraiser while you’re on the go. You can add ...
Why Are Some Transactions Showing “Failed” Status?
Sometimes, experience managers may notice a “failed” status associated with certain transactions for a-thon or auction fundraisers. Find out what could be causing failed transactions here. Once you’ve finalized your a-thon or auction fundraiser, donors will automatically be charged via Stripe, our credit card processing partner. Sometimes, the charg...
Understand: “Contact Organizer” Emails
Find out who receives the emails from people visiting your fundraising page. Visitors to a fundraising Experience can submit questions by clicking the “Contact Organizer” button in the lower right corner of the screen: Why Donors Contact an Organizer Contact forms can be submitted for any reason, but most often, donors or page visitors are reaching...
How to Change the Name or Email Associated with Your RallyUp Account
If you need to change any personal information associated with your account, it’s simple to do from your home page. Here’s how you can update your information anytime you need to make changes: From your account home page, click View my account or click on the circle in the upper right corner with your initials and then click My Account. Click EDIT P...
Why Didn’t My Donor Receive a Confirmation Receipt?
Learn how to view and resend the receipts for any donations on your experience. A confirmation email is sent to every donor after they have contributed to a fundraiser on RallyUp. If you’ve been contacted by one of your donors because they didn’t receive a receipt, please have them check their spam folder first. Sometimes, automated emails will end ...
How Do I Reset My Password?
Misplaced or forgot your password? No problem. Learn how to set up a new password for your RallyUp account here. To reset your password, follow these steps: Go to the login page. Enter the email address for your account and click go. Click on Forgot Password. Follow the instructions sent to your email to reset your password....
What Should I Do If a Donor’s Credit Card Fails?
Don’t worry! We make it easy to collect these donations. There may come a time when you put on a fundraiser where donations are not charged immediately. For instance, an a-thon experience where donations are charged per unit of activity after the event concludes, or an auction where the winning bid is charged at the end of the fundraiser. Since thei...
Edit or Manage Your Donation after the Transaction Is Made
Learn how to edit or cancel a donation, view or print your receipt, find entry numbers, and update your personal information after a transaction is made. If you’ve recently made a donation to a RallyUp fundraiser but would like to edit it, you can easily make changes after the transaction has already been made. Through the “my account” section of yo...
Cancel an Experience
Find out how RallyUp can help you unpublish your experience. If you need to cancel your fundraiser, get in touch with our customer support team. You can send us a message via chat (located at the lower right-hand corner of this window). Good To Know If you need to cancel a raffle or sweepstakes experience, please contact us to ensure you comply with...
How-to: Customize the Tax Receipt
Edit the tax exemption notice that appears on your donors’ receipts. If your organization is a registered 501(c), you can include a tax exemption notice in every donation receipt. This notice informs donors that their donation may be tax-deductible. RallyUp provides a default message for your convenience, but you can update this message anytime: Bef...
Delete an Experience
Delete any of your unpublished draft Experiences. The process of deleting unpublished draft Experiences is quick and simple. Follow these steps Go to Experiences in the left menu. If you have chosen a list view, hover your mouse over the experience title and click the three-dot icon on the right. If you have chosen a grid view, click on the three-...
Why Isn’t the Correct Image Showing When I Share My Experience on Facebook?
When you share a RallyUp link on Facebook, you’ll be able to see the title of your experience and a corresponding image. Facebook controls how often shared information is refreshed. This means that outdated information may appear if you share your link after making changes to your experience’s image or title. Here’s how to fix it Go to this link...
Why Am I Getting a Security Error on My Experience?
Learn how to troubleshoot security, privacy, or SSL certificate errors. If you’re receiving a security, privacy, or SSL error on your fundraiser, it may look something like the image below: Troubleshooting steps Make sure to leave out the leading “www” when typing the link of your experience into your browser’s address bar. The “www” isn’t needed du...
Why Aren’t Some Donations Showing up on My Experience?
There may be times when you notice a donation is made on your experience, but it doesn’t immediately appear on the list of donations shown on your experience page. This can seem alarming, but there is an explanation. To ensure that donations are processed correctly and that your experience page can withstand high amounts of traffic, each donation ma...
Why Can’t I Login?
If you are having trouble logging in to your RallyUp account, try one of the following solutions: Double-check to make sure you’re using the correct email address and that it’s been entered correctly. Check to make sure caps-lock is off when entering your password. If you can’t remember your password, you can reset it by following these simple instr...
How-to: Create Custom Questions to Collect Donor Information
Collect more information from your donors by creating custom questions. Custom questions allow you to collect unique information from each of your donors. You can add custom questions to your organization’s Donation Pages, Checkout, Event tickets, and Peer-to-Peer registration forms. Custom question examples include, but aren’t limited to: Select...
How to Change Donor Information on a Contribution after It Has Been Made
Find out how to update donor information on a contribution after the transaction has already been made. On some occasions, you may find that a donor requests to have their information changed after they’ve already contributed to your fundraiser. For instance, your donor may have made a typo or entered the wrong mailing address. We’ve made it easy fo...
How-to: Reorder Your Experience Items
Update the order in which your prizes, registrations, or other items are listed on your Experience page. RallyUp allows you to reorder your experience items at any time, even if your fundraiser is already live. This feature will enable you to highlight specific raffle or auction items, change the order of a-thon registrations and prizes, rearrange t...
Can I Add an Option for People to Donate without Making a Purchase?
Experiences such as raffles, sweepstakes, and auctions allow people to receive items in exchange for their donations. There may be times when a supporter is not eligible for the drawing or prefers to simply donate to the cause without receiving anything in return. We have provided an option to add this feature to your experience. Enable this option ...
How-to: View and Resend Receipts
View the receipts for any donations and resend them to donors who request them. There may be times when you need to view or resend a donor's receipt. RallyUp allows you to view any receipt and resend it via email. Receipts can be found in Experience records and Donor Profiles. View a Receipt from Experience Records Select Experiences from the left...
How-to: Add a Notice for Donors During Checkout
Highlight any special rules or conditions so donors can easily review important information. Checkout is an ideal place to capture donors’ attention, so RallyUp lets you add a step to the checkout process to highlight need-to-know details. You can also make donors agree to your terms before donating or making a purchase. Add a Notice Click on Experi...
How-to: Add Videos to Your Experience Page
Add video content to your Experience Page to tell a compelling story that engages donors. Adding videos to your Experience Page is an excellent way to communicate the story behind your cause, evoke emotion, and provide descriptions that images alone can’t capture. Videos also give your page a professional yet personal touch. Together, these qualitie...
How-to: Change the Link to Your Experience Page
Customize the link to your Experience Page to make it easier for donors to remember. Every RallyUp Experience Page receives a unique link that you can customize to make it easy to recognize and remember, which may help attract more donors. Customize Your Experience Link Select Experiences from the left menu. If you have chosen a list view, click on ...
How Do I Add Website Links to My Fundraising Page?
Learn how to add links to other websites from your fundraising page. Many experience organizers want to link to their website or sponsors’ websites from their fundraising page. There are two areas where you can add these external links to your experience. Experience description Go to Experiences in the left menu. If you have chosen a list view, cli...
How Do I Hide the Progress Bar on My Fundraising Page?
Learn how to remove the progress thermometer from your experience, so viewers won’t see how close you are to your fundraising goal. If you prefer not to show the progress bar on your experience page, removing it is simple using the following steps. How to hide the progress bar Click on Experiences in the left menu. If you have chosen a list view, cl...
Do I Have to Collect Donations to Use RallyUp?
Raising funds is essential to the success of any RallyUp experience. Find out why below. RallyUp is an online fundraising platform for nonprofit organizations and charity groups. There isn't a way to disable online payments on our site since our goal is to help groups raise funds for their cause. We do not currently have a way to create an experienc...
How-to: Enter or Change Your Fundraiser Start Dates
Set or change the start dates for your Experience and activities to suit your needs. When you create a fundraising Experience on RallyUp, you can launch your fundraiser immediately or set a future start date. You can also set different start dates for different fundraising activities, giving you maximum flexibility. Enter the Start Date(s) Select...
Can I Add FAQ’s to My Fundraising Page?
Learn how to add an FAQ section to your experience. Adding FAQs is a helpful way to answer questions your supporters are likely to ask right on your fundraising page. Donors may be more willing to participate in your fundraiser if they understand how it works. This may also reduce the volume of direct inquiries you receive from potential and existin...
How Do I Customize the Thank-You Note to Donors?
Learn how to add your own message in the confirmation receipt sent to donors. Each donor will receive a confirmation email after making a successful donation. Included in that email is a thank-you message from you. A default message is included with each experience. Customizing this note is a great way to let your donors know they’re appreciated, ho...
How-to: Add Sales Tax to Experience Purchases
Automatically add sales tax to item purchases to comply with local laws and regulations. Some states require that sales tax be added to any purchases made through your fundraisers. If you’re selling taxable items, you may need to report these purchases to the state and pay taxes. Be sure to check your state's rules and regulations before you start f...
How-to: See How Much Each Peer-to-Peer or A-Thon Participant Has Raised
Use RallyUp reports to track your Participants' fundraising progress. If you've added Peer-to-Peer or an A-Thon to your RallyUp Experience, our system will keep track of the donations collected by each Participant* and their activity results (if applicable). RallyUp provides multiple comprehensive reports that you can export anytime: Understand: ...
How-to: Edit Donor Comments
Manage your Donor Feed by editing or removing the comments left by donors. Allowing donors to leave comments when they donate is an excellent way for donors to share their excitement and engage with your cause. That said, sometimes, you may need to edit or remove some of the comments you receive. Before You Begin If you don't want to monitor donor ...
How to Manually Charge a Donor’s Credit Card through Your Experience
Learn more about how to add call in or one-time donations to your experience in this guide. Running a fundraising experience of any type can bring out the generous heart in many donors. It’s always a nice surprise when people call your organization to donate. If you’re running an online experience through RallyUp during that time, you may want to ad...
How-to: Change the Terminology on the Donate Button
Update the Donate button on your Experience page with a custom term or phrase. RallyUp lets you customize many Experience features to meet your specific needs. You can alter the text on the Experience page Donate button (located in the Experience banner) with a different word or phrase to create a more personalized experience for donors: Change Dona...
Can I See How Many People Have Visited My Experience Page?
Find out how you can see the total number of views your fundraising page has received. From your experience management menu, you can view the number of people who have visited your fundraising page. To do so, follow the steps below: Go to Experiences in the left menu. If you have chosen a list view, click on the title of your experience. If you have...
Can Donors Contribute Anonymously?
Learn more about RallyUp's privacy and anonymity options for donors. RallyUp values the privacy of all users and donors. To ensure that donors' privacy preferences are met, we offer the option to donate to experiences anonymously. Donors can choose to: Hide their name Hide their donation amount Have their donation show in another name These options ...
Can I Hide the Description of My Organization on the Experience Page?
Learn how to remove your organization’s logo and information from your fundraising page. If you have registered your organization in our system, you have the option to display a logo and description for your organization on your fundraising page. There may be specific circumstances in which you’d like to hide this information. This article will show...
How-to: Disable Donor Comments
Remove the ability for donors to leave a comment on your Experience Page. By default, anyone that donates to your RallyUp fundraising Experience can leave a comment. This comment displays in the Donor Feed along with their donation amount: You can disable donor comments for any reason, even if your Experience Page is already live. Before You Begin I...
How Do I Edit the Text Shown on My Donor’s Bank Statement?
Learn how to customize the description shown on your supporters’ bank statements. Customizing the text associated with the charge that will show on your donor’s bank statement can prevent confusion. By entering text associated with your organization or experience, you may decrease the number of credit card disputes arising from an unfamiliar charge....
Can My Donors Choose How Their Donation Is Allocated?
Learn how to set up funds that your donors can choose from to give them more flexibility when supporting your experience. You can give donors the option to choose how their donation is allocated by setting up funds for your experience. Funds will have a name, image, and description, which will display on your experience page. Use these to describe e...
How to Use Compact Descriptions on Your Fundraiser
Compact descriptions are used to manage the length of a page when descriptions for various sections are long and would require too much scrolling. Full descriptions are shown by default on all experience pages, but you can easily switch to compact descriptions by using compact mode. In compact mode, shortened descriptions will be shown with the opti...
How Do I Hide the List of Donors and Donations on My Fundraising Page?
Learn how to remove the list of donors from your public experience page. Some experience organizers want to keep their donor lists private. Hiding the list of donors and donations from your public experience page is simple to do by following the steps below. Hide the list of donations Click on Experiences in the left menu. If you have chosen a list...
How-to: Customize Experience and Activity Terminology
Customize your Experience with unique terminology. RallyUp allows you to customize the terminology for: Experience terms such as “donors”, “donations”, and “Experience” Activity terms such as “entries”, “prizes”, “tickets”, “participants”, and more Your customized terminology is automatically applied throughout your fundraiser. Customize Experience...
How Do I Add or Hide the Countdown Timer on My Fundraiser?
Learn how to add or remove the countdown timer from your public fundraising page. By default, your experience page will show a countdown timer that tracks the time left until your experience end date. If you prefer not to show this feature, you can hide this countdown timer in your experience settings. Add or hide the countdown timer Click on Experi...
How-to: Hide the Amount Raised on Your Fundraiser
Hide the amount your fundraiser has raised so far from public view. If you’ve just started your fundraiser, you may want to hide the amount raised until donations start rolling in. No matter the reason, it’s easy to prevent the amount raised from displaying publicly. Hiding the amount raised removes it from all public Experience pages, including th...
Understand: Donor Comments
Let donors show their appreciation for your cause by leaving a comment with their donation. When you run a fundraising Experience on RallyUp, you can display a Donor Feed that shows donations and donor comments as they come in. Allowing donors to share their excitement and enthusiasm can boost engagement and encourage new donors to participate. How ...
What’s the Difference between a Receipt and a Transaction Confirmation?
Experience organizers can run reports containing donor information and donations from the View Donations* section of the management menu. This dashboard contains options to view both receipts and transaction confirmations. View and Export a List of Donations and Donor Information Some fundraising experiences, like sales and raffles, charge donor’s c...
How-to: Customize the Navigation Tabs on Your Experience Page
Change the wording that displays on your Experience Page navigation tabs. When donors visit your Experience Page, they can navigate to different sections using tabs near the top of the page: Home (always appears) Experience description Organization description Activity buttons Other Activity-specific details such as Event location or Sweepstakes rul...
Add Sponsors to Your Experience Page
Discover how you can highlight businesses or prominent people associated with your fundraiser to show your appreciation for their support. There are often many hands involved in running a fundraising experience. We have created a section on the experience page to give a special mention to any businesses or individuals you wish to recognize for their...
Understand: Fund Codes
Add fund codes to Experience transactions for accounting purposes. A fund code is an optional identifier you can use to "tag" transactions for accounting purposes. If you add a fund code to your Experience settings, the system will mark each donation with the code in your RallyUp reports. You can then use the code to help track which donations came ...
How to Customize the Activity Buttons on Your Experience Page
When you run a mix-and-match experience with multiple components, like a raffle, auction, or a-thon, your experience page will show component buttons that link donors directly to these different aspects of your experience. As you create your experience, you may want to customize these buttons. What can I customize? Order activities are displayed Sec...
Understand: RallyUp Reports
Keep track of fundraising data with RallyUp reports. Running Experience reports can provide important insights and help you capture information that you’ll use in the future. RallyUp provides many comprehensive reports that can be exported as .csv files and customized: Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports You...
How to Customize the Layout of Your Fundraising Page
RallyUp fundraising pages can be fully customized, and the sections below can be arranged in any order: The organization’s name and description The experience description Sponsors (if enabled) Arrange the sections Follow the steps below to adjust the arrangement of the sections in your experience: Click on Experiences in the left menu. If you have c...
Tips and Troubleshooting for Import Errors
As you set up and run your fundraiser, there are several places you may want to import information rather than enter it manually. This article will provide information to help you troubleshoot import errors that may occur as you craft your fundraiser. What information can I import? You can import information about: Participants and teams (team fundr...
How to Add a Custom Section to Your Experience Page
What is a Custom Section? Each experience has a layout template that includes an area to tell the story of your fundraiser. This description box can be filled in with images, text, and videos. It is possible to add an additional description block to your experience page; these are called Custom Sections. What is included in a Custom Section? Each Cu...
Who Receives Emails with Questions from Donors?
Find out who receives the emails from people visiting your fundraising page. When someone visits a fundraising page, they can submit questions about a fundraiser directly to the experience's organizer. They do this right from the fundraising page by clicking the “contact organizer” button at the lower right of the screen, depicted below. Often, cont...
How-to: Delete Your Account
Learn how to delete an existing RallyUp user account. RallyUp allows you to delete your user account for any reason. This action will also delete your existing experiences and reports. Before You Begin Deleting an account is permanent- we won’t be able to retrieve your account or any of the associated information once it’s deleted. Delete Your Accou...
Understand: Advocate Fundraising
Fundraise for an organization even if you’re not directly affiliated with them. If you want to support a charity organization but you’re not an employee or registered volunteer, RallyUp allows you to set up an advocate fundraiser. Advocates are individuals or businesses who aren’t directly affiliated with an organization but still want to raise fund...
How-to: Allow Supporters to Fundraise for Your Organization
It’s easy to permit a supporter to run a fundraiser for your organization while still ensuring you have complete oversight. Get started Register your organization or group on RallyUp if you haven’t already. Check out this helpful article to learn how: How To: Register Your Organization (rallyup.com) Set up a direct funding account to receive the f...
How-to: Change Who Receives the Contact Organizer Emails
Customize who receives questions from donors when they use the “Contact Organizer” button. RallyUp allows you to choose who receives donor inquiries when they click on the Contact Organizer button in the lower right corner of your Experience page: Designating a specific person or people to answer these emails can help ensure that all questions are ...
Add Promo Codes to Offer Discounts on Prizes, Items, and Registrations
Learn how to offer discounts to generate more participation in your experience. To incentivize participation in fundraisers, RallyUp experiences now feature the option to use promo codes. These can be created to offer discounts on items, prizes, or registrations on your fundraiser. Promo codes cannot be used for regular one-time donations, however. ...
How-to: View and Resend Emails (Donor Profiles)
View any emails you send and resend them to donors whenever you need. If you need to view or resend an email to a donor for any reason, you can do so anytime from their Donor Profile. View an Email Select Donor Profiles from the left menu. Find the donor you're looking for and click on their name. This will bring up their Donor Profile. Go to the Ac...
Insights: Common Excel and Google Sheets Formatting Tips for RallyUp Reports
Use Excel and Google Sheets formatting tips to quickly gather valuable information from your RallyUp reports. RallyUp allows you to pull a wide variety of reports, including but not limited to: Raffle reports Sweepstakes reports Auction reports Peer-to-Peer reports Event reports Store (Sale) reports A-Thon reports Crowdfunding reports Donation Page ...