How to Run a Camp or Clinic on SuccessFund

Yes! You can view your fundraiser results in real time by going to the Results tab of your campaign. The Results Summary page gives you a quick overview of how your campaign is doing, including total funds raised, number of supporters, and links to more detailed reports.

From the summary page, you can click into:

• Result Details – shows responses to any checkout questions you asked. If there are multiple questions, scroll to the right to view all answers.
• Payment Types – breaks down how payments were made (credit card, PayPal, Venmo, cash, etc.).
• Product Sales – lists how many of each product and variant were sold
• Payouts – shows the status of the funds and when you should expect to recieve the next payout

You can also use the Switch Report button inside any report view to move between sections.

If your campaign tracks student or group participation, you can find those rankings by going to the Leaderboard tab. That’s where you’ll see who’s bringing in the most supporters or donations.

All of these tools update in real time, so you can monitor your fundraiser’s progress as it happens.

This video walks you through the different question types and how to add them. http://www.successfund.com/home/videos/how-do-product-and-checkout-questions-work

In SuccessFund, you can collect important information from your patrons during checkout through custom questions. By default, SuccessFund automatically gathers the purchaser's name, email, phone number (optional), and participant details (if using a leaderboard). However, you may need additional details, such as registration information or T-shirt sizes, which is where custom questions come in.

Product Questions are specific to individual items in your campaign. You can easily add these by:

1. Navigating to the Products section on your campaign page.
2. Clicking on the product you want to add a question to.
3. Scrolling down to the Questions section.

Here, you can choose from various question types like Single Select, Multi Select, Dropdown, Text, etc. These questions are asked every time a patron adds that specific product to their cart. Since these questions are tied to the product, patrons can only add one item with product questions to their cart at a time. For example, if you’re offering a tournament registration, you might ask for the participant’s name, a parent or guardian’s contact information, and a waiver agreement every time someone adds that registration to their cart.

Checkout Questions, on the other hand, apply to the entire purchase, not just individual products. You can set these up by:

1. Going to your campaign page.
2. Selecting Edit and then Checkout.

These questions are asked once during the checkout process, regardless of how many items are in the cart. This is useful when you need information like a delivery address, which should only be collected once per order rather than for each individual product. For instance, if a patron adds multiple items to their cart, you’ll only need to ask for their address one time, at the end of the checkout process.

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