FundScrip Launch Guide
A Guide to Launching Your Successful FundScrip Program
To help you with the launch process, we’ve put together a handy guide that walks you through the steps required to reach your fundraising goals.
Ordering Online
Once you've received filled-out Paper Order Forms from your supporters, to place the orders login to the Program Manager site and start by verifying that you've selected the Long Form in the Order Form Settings page (regardless of which Paper Order Form you've distributed), this will ensure that while you're ordering online you see all available retailers. Next, click on the Create Order button on the dashboard to get started with ordering.
- Bulk Order vs. Supporter Order
- Every time you place a Group Order, you'll need to specify whether you will be placing a Bulk Order or a series of Supporter Orders.
- If you select Bulk Order, the cards will simply be packaged together in one envelope;
- If you select Supporter Order, you must then place each order individually, after which they will be packaged in their own envelopes, and clearly labelled for easy distribution. This options also allows you to track donations for each individual supporter.
- Choose Gift Cards
- Choose what quantity of a given denomination you would like to purchase for each gift card. The total amount and donations for each order is displayed at the top and bottom of the page.
- Add Orders to List
- Once you've chosen the cards you would like to purchase for the selected supporter (or for your bulk order), simply click on the orange Add Order to List button at the top and bottom of the page. Once clicked, a dialog box will appear prompting you to confirm the order. Review the order and click on Add Order to List once more.
Repeat this process of choosing cards and adding the order to the list as many times as you have individual orders. Once you're finished adding all the orders to the list, click on the orange Create Order button to proceed to the next step. Please note you'll have a chance to review and cancel any orders later on in the process so don't worry about making a mistake.
- Add Your Orders as You Get Them
- You can add orders to your list as you get them and so long as you don't Checkout they'll stay in the system waiting for you, even if you logout.
- Confirm & Checkout Orders
- The final step before you've completed your order is to Confirm and Checkout the orders. Go through each individual order and verify the correct cards are selected, then click the Confirm Order button. Do this for each order in the list. Once you've confirmed all orders and you're positive that everything is correct, double check the Distribution, Payment & Processing information to make sure that the group order will be sent to the right address. If everything looks accurate you can click the Checkout button and your order will be processed once payment has been received.
Receiving Donations
To request a donations payout, simply visit the "Request Donations" section, confirm or update your mailing address, click the button, and your donations cheque will be mailed to you.
