How to Run a Camp or Clinic on SuccessFund

To view your campaign results, go to your campaign page and click on the "Results" tab. To switch between reports, click the Switch Reports button. You’ll find several reports there:

• All Results: This report provides a comprehensive view of all transactions, including answers to checkout questions. You can download this data into a spreadsheet, customize which columns are displayed, and save your customized view by copying the URL.
• Cash: This report shows all cash collected over a specified time period and details about who submitted the cash.
• Payouts: This report displays all funds in the process of being deposited, along with the destination accounts.

Additionally, on the leaderboard section of your fundraising page, you can aggregate results by participant (such as students, classes, or grades) to compare performance. To add participants to the leaderboard, select "Leaderboard" on your fundraiser page and click the green "Add" button. Here, you can paste in a list of participants to track and compare their contributions.

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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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