Campaigns often have multiple funds associated with them, which can make it difficult for donors to find the specific fund they want to contribute to. To solve this, we’ve introduced the ability to group funds together on Checkout Campaign Pages.
This feature allows donors to first select a category of funds and then choose the specific fund they wish to support.
How to Set Up a Fund Catalog/ Fund Categories:
Under the Page settings tab, go to Fund Display. Choose Fund Catalog and click Create fund catalog.
Customize the text to be shown to the donors when they see the catalog.
Here's how your donors will see the label.
Click Create Category and add the details.
Once created, go back to the category to add fund details.
You can either add a sub-category or add funds.
Note: There is not limit to the number of sub-categories you can have.
This way you can keep adding as many categories as you wish.
Review the Catalog/Categories
Once you are done setting up fund catalog, click on View Category tree, to review the structure.
You can also review it on the campaign page. It will look like this:
FAQs:
Does this apply to all campaign types?
No, fund grouping is currently available only for Checkout Campaign Pages and not for Crowdfunding or Competitive Fundraising campaigns.Can I assign a fund to more than one category?
Yes, you can do that.Is it mandatory to group funds or can we leave them ungrouped?
No, it is not mandatory. You can list them as usual. We recommend not to group the funds if you have few funds linked to the campaign.