How to Run a Swig Card Fundraiser

Using Leaderboards to Track Contributions

Leaderboards allow you to track contributions by student, class, or group—perfect for school teams, clubs, and organizations. When enabled, donors are prompted to select the participant they want to support at checkout. Each participant's total is tracked automatically, creating friendly competition and encouraging support.

How to Add a Leaderboard

1. Go to your campaign and click the Leaderboard tab in the top menu.
2. Click the green + Participant button to manually add individuals or paste in a full list of names (students, teams, groups, etc.).
3. Each participant is added to the leaderboard and receives a unique link that directs donors to the campaign with that participant pre-selected.
4. Donors who visit the general campaign link or scan a QR code will see a list of participants and select one during checkout.

Leaderboard Settings

Access settings by clicking the gear icon on the Leaderboard tab. You can configure the following options:

Who Can See the Leaderboard?

• Only You – The leaderboard is private and only visible to you.
• Public – Anyone visiting the campaign can view it. The top 5 participants will be shown on the campaign page preview.

Who Can Add Participants?

• Only You – Only the campaign organizer can add participants.
• Public – Visitors can add names to the leaderboard but cannot remove or edit existing entries.

Require Selection at Checkout?

• Optional – Donors may choose to support a participant, but it's not required.
• Required – Donors must select a participant before they can complete their donation or purchase.

Customize the Form Label

You can change the prompt that appears above the participant selector during checkout.

• Example: “Which team are you supporting?”

Participant Results Pages

Each participant has their own results page, which includes:

• Total raised
• Current ranking on the leaderboard
• How far ahead or behind they are from the next position
• List of donor transactions, including:
  • Donor name
  • Amount donated
  • Product purchased (if any)
  • Date and time of donation

Thanking Donors

Participants can now personally thank donors directly from their results page:

1. Click any donation entry to open Transaction Details.
2. The popup shows the donor’s name and donation amount.
3. From there, participants can:
   • Click Send Email to email the donor.
   • Click Call or Message to contact them by phone or text (if contact info is available).

This makes it easy for students to express gratitude and build stronger supporter relationships.

Sharing Results with Participants

Campaign organizers can share a participant’s individual leaderboard results in two ways:

1. Click the paper airplane icon next to their name in the Leaderboard.
2. Either:
   • Enter a phone number to text the results page directly.
   • Click Copy Link to share manually (via email, messaging app, etc.).

This gives participants a real-time view of their fundraising progress and makes it easy for them to share their page with friends and family.

Tracking Transactions in Real Time

As donations come in, the leaderboard and participant pages update automatically. Every transaction is logged, ensuring accurate and transparent tracking.

Product delivery depends on how your campaign is set up.

If you're using a vendor, the vendor typically handles fulfillment directly. This might include shipping to the school, offering local pickup, or mailing items directly to supporters. The method will depend on the vendor’s agreement, which should be outlined during campaign setup.

If your group is managing fulfillment yourself — such as distributing items on campus or in classrooms — you’ll coordinate delivery. To help with this:

• Go to the Results tab and open the Result Details report. This report shows each transaction and includes detailed order information like supporter names, products purchased, variants (like size or flavor), and quantities.
• You can download this report as a CSV to create packing slips, delivery checklists, or class-by-class sort sheets.

The Product Sales report gives you a summary view — showing how much of each item you’ve sold overall. This is helpful for inventory planning and seeing which items were most popular.

If you’re running a fundraiser with one of SuccessFund’s integrated partners, fulfillment may happen automatically and digitally. If that’s the case, you’ll see a note in the campaign description outlining how items are delivered.

Also, if your fundraiser includes student participation, the Leaderboard tab is a great tool for fulfillment support. Each student has a unique link and can see which supporters donated or purchased through their link — helpful if they’re assisting with product delivery.

Note: If your campaign is donation-only and doesn’t include products, the Product Sales and Result Details reports may not display any fulfillment-related information.

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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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