How to Run a Swig Card Fundraiser

Leaderboards help you track contributions by student, class, or group. When a leaderboard is active, patrons and donors are prompted at checkout to choose the participant they’re supporting.

To add a leaderboard:

1. Go to your campaign page and click on the Leaderboard tab.
2. Add participants by pasting your entire roster of students or class/group names. You can enter multiple participants at once.
3. Each participant gets a unique link that directs patrons to your campaign page. When they donate or purchase, the specific participant is automatically selected. Alternatively, patrons can select a participant from a list if you share the general campaign link or QR code.

Viewing Leaderboard Results:

• Leaderboard results are aggregated under the Leaderboard tab.
• To view individual participant results, go to the Results tab, click on Switch Report, and select All Results.
• You can download or customize the report to view the columns you need.

This feature is optional but can greatly enhance tracking and engagement for your fundraiser.

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Once your fundraiser is complete, you can find a list of supporters and their contact information on the Results tab of your SuccessFund account. If you need shipping addresses, make sure to include an address field as a checkout question on your fundraising page. You can customize these checkout questions to gather necessary details, such as shipping addresses.

For specific product-related questions (like T-shirt sizes or registration details), you can configure these under the Products tab by clicking on each product. To view all responses at checkout, click the Switch Report button to access the All Results report. There, you can customize which columns are displayed or export the data into a spreadsheet for easier management and fulfillment.

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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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