Getting Started

• Create an Account

  Level up your fundraising game on SmartChange! We value your time, so we're here to expedite the process and make it as easy as possible. First things first, create your account. Here's how: Go to www.smartchange.app, click "Create an Account" at the top rightFeatured

• Link your Bank + Start Taking Donations

  You're gonna raise so much money on SmartChange!! And we need to send that money to your bank. Once you've created a campaign, you'll be prompted to connect a bank account by verifying it through Stripe. Log in, click the appropriate campaign in your dashboard, then click "Start Verification" (https://storage.crisp.chat/users/helpdesFeatured

• Start a Campaign

  Start a Campaign + Start Taking Donations Time to create a campaign! A campaign is simply a group of actions performed to generate a particular result. On SmartChange, a "campaign" is what we call an organization's entire fundraising operation. Now, creFew readers

• Start a Fundraiser

  Time to create your first Fundraiser! Fundraisers are core marketing tool SmartChange provides, and they are SUPER flexible. You can create a general form, an event, a merchandise form, and more. The sky is the limit with our flexibility! Here's what you'll do: Log in to your account, and click on the appropriate campaign. Within the campaign dashboard, click "Add Fundraiser" Fill out the required information Hit publish Copy the URL/Marketing link, and send it out!Few readers

Reporting

• Reports

  Reports are available on your dashboard. Login, go to your dashboard, select the campaign you want to pull reporting for. Once you're in the correct campaign, click "Generate Report" (located in the upper right area) Select a Start Date Select a Finish Date (both must be filled!) Click "Generate Report" Your report will download on our computer, and will be in a CSV fileFew readers

• What does "Private/Anonymous" mean on the donation form?

  We're always looking for ways to deepen engagement between donors and their beneficiaries, and what better way than to leave a note of encouragement? We give these donors the ability to stay private on the web while still providing campaigns with all of the necessary information for reporting purposes. "Anonymous" on the donation form means that the donor's name won't show publicly on the beneficiary's page. Here's how it looks to the donor as they are making the donation: (https://storage.Few readers