An Appeal is a page where you can ask people to donate or fundraise to your cause. This can be based around a specific campaign or an event.


In this article, you will learn how to:



Create the Appeal page


To create an Appeal:


  1. Select Manage > Event Pages in the Charity Checkout menu.

  2. Click Add New.


Step 1 - Target


  1. To set a target amount for the Appeal, enter an amount in the How much would you like to raise? field.

  2. If you don’t want to set a target, click No fundraising target required.

  3. To include Gift Aid in the totaliser, deselect Exclude Gift Aid from totaliser. The totaliser is the number which displays on the Appeal page showing how much money has been raised so far.

  4. To exclude offline donations from the totaliser, select Exclude offline donations from totaliser.

  5. To exclude the appeal from your Profile page, select Exclude from profile.

  6. Select Appeal.

  7. Click Continue.




Step 2 - Event content


  1. Enter the title for the appeal in the Your event title field. This will appear on the Appeal page.

  2. In the text editor, enter the details of the appeal. You can also include images, video, and links.

  3. Click Continue.




Step 3 - Banner image


  1. Click one of the two options to add the photo for the Appeal page:

    • Use default: use the default background photo from your Profile page.

    • Upload photo: If you want to add a photo for this specific Appeal.

  2. Click Continue.




Step 4 - Customise your page link


  1. If you want to edit the URL for the Appeal page, you can change the text in the field.

  2. Click Continue.




Step 5 - Preview


  1. Here you can see a preview of the Appeal page. If you want to make any changes, click Back.

  2. Click Continue.




Step 6 - Spread the word


  1. Click No thanks.

  2. Click Finish!.




Change additional settings


There are a number of additional settings for the Appeal you may want to look at after you’ve created it. 


To update the settings, click the Cog icon > Settings on the same row as the Appeal. You can update the following settings:


  • Hide page total: Hides the total amount raised from the Appeal page.

  • Hide number of donors: Hides the total number of donors from the Appeal page.

  • Pin to top of the page: Pins the event to the top of the Profile page.

  • Donations only: Removes the option for Personal Fundraiser and Team pages.

  • Enable leaderboard: Adds a leaderboard which ranks the top 5 fundraisers of the Appeal.

  • Exclude from profile: Excludes the appeal from appearing on the Profile page.




Connect a Donations Checkout


Once you’ve created the Appeal, you have the option to add a Donations Checkout to it. This will link the Donate button on the Appeal page to a Checkout specifically related to this appeal. To add the Donations Checkout:


  1. Click Edit checkout on the same row as the Appeal.

  2. Click Select under Taking Donations.

  3. You will be taken through the steps for creating the Checkout.


Note: If you don’t add a specific Donations Checkout to the Appeal page, donors will be taken through the Fundraiser Checkout.