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.

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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