Personal Fundraiser pages are set up by individual supporters through your platform to raise money for your cause. They feature donate buttons and list the donations and messages of people who have donated to them.


In this article, you will learn how to:


View a Personal Fundraiser page


To view a Personal Fundraiser page:


  1. Select Manage > Personal Fundraise Pages in the Charity Checkout menu.

  2. Find the Personal Fundraiser page in the list

  3. Click the Cog icon > View.




Close a Personal Fundraiser page


To close a Personal Fundraiser page:


  1. Select Manage > Personal Fundraise Pages in the Charity Checkout menu.

  2. Find the Personal Fundraiser page in the list.

  3. Click the Cog icon > Close.


Note: Closing a Personal Fundraiser page will mean the page can no longer accept donations.




Delete a Personal Fundraiser page


To delete a Personal Fundraiser page:

  1. Select Manage > Personal Fundraise Pages in the Charity Checkout menu.

  2. Find the Personal Fundraiser page in the list.

  3. If the Personal Fundraiser page is live, click the Cog icon > Close.

  4. Click the Cog icon > Delete.




Add a Personal Fundraiser to a Team page


To add a Personal Fundraiser to a Team page:


  1. Select Manage > Personal Fundraise Pages in the Charity Checkout menu.

  2. Click the Cog icon > Settings on the same row as the Personal Fundraiser you wish to add to the Team page.


    Note: The Settings option will only appear if the Personal Fundraiser page is not connected to an Event page and there is one or more available Team pages.

  3. Select the Team page you want to add the fundraiser to from the dropdown.

  4. Click Update.




Add an offline donation to a Personal Fundraiser page


To add an offline donation to a Personal Fundraiser page:


  1. Select Manage > Personal Fundraise Pages in the Charity Checkout menu.

  2. Click the Cog icon > Offline Donations.

  3. Click Add new.

  4. Enter the following information:

    • Name/Source: the name of the person donating or the source of the donation.

    • Donation amount: the amount of the offline donation.

    • Donation date: the date you want to associate with the offline donation.

    • Message (optional): any message you want to appear under the donation on the Personal Fundraiser page.

  5. To make the donation anonymous, tick Anonymous donation. The donation will appear on the Personal Fundraiser page but name/source of the donation will display as ‘Anonymous’.

  6. To hide the donation, tick Hide donation. The donation will not appear on the Personal Fundraiser page. However, the donation amount will still be included in the total amount raised for the page.

  7. Click Add Offline Donation.




Download a Personal Fundraiser pages report


To download a report of Personal Fundraiser pages:


  1. Select Manage > Personal Fundraise Pages in the Charity Checkout menu.

  2. If you want to filter the pages that appear in the report, use the filters at the top to filter the list by status, title, campaign name, or person and then click Search.

  3. Click Export and a CSV file of the report will download.




Add a custom code to a Personal Fundraiser page report


Custom codes are codes that you can add to reports to aid you in integrating our reports with your databases.


Note: Custom codes can only be added by users with Administrator and Manager access.


To add a custom code to a Personal Fundraiser page report:


  1. Select Manage > Personal Fundraise Pages in the Charity Checkout menu.

  2. If you want to filter the pages that you wish to add the code to, use the filters at the top to filter the list by status, title, campaign name, or person and then click Search.

  3. Click the tickbox on the same row as the individual Personal Fundraiser page you wish to add a custom code to.

  4. Click Edit custom codes.

  5. Select the custom code row you wish to add to from the dropdown.

    Note: You can add a maximum of four custom codes to each report.

  6. Enter the custom code in the field.

  7. Click Update.