How to Create a Peer-to-Peer Fundraising Campaign in Salesforce Nonprofit Cloud
Peer-to-peer fundraising empowers community members to actively support causes they care about by creating and sharing their own campaigns. With AC Fundraising connected to Salesforce Nonprofit Cloud, community users can easily launch their own fundraising campaigns, collect donations, and ensure every contribution is captured and organized automatically.
In this article and the video below, we’ll walk through the full process, from creating a new one to completing a donation, so you can see how simple and effective peer-to-peer fundraising can be.
Exploring Active Fundraising Campaigns
For this example, we’re logged into the portal as a community user. From the portal home page, navigate to the Donate tab and select Active Campaigns.
On the Active Campaigns page, you can see all currently active fundraising campaigns. These campaigns may have been created by other community users or directly by administrators from the nonprofit organization. For instance, the campaign below was created by another community user.
On the Active Campaigns page, community members can explore ongoing initiatives and decide how they’d like to participate, either by donating or by creating a campaign of their own.
Creating a Peer-to-Peer Fundraising Campaign
Let’s imagine that our community user John wants to create his own fundraising campaign to raise money for cancer research. To get started, he clicks the Create Campaign button directly on the Active Campaigns page.
This opens the campaign creation form.
First, John selects the campaign type. You can choose Fundraising or In-kind Campaign. For our purpose, we should choose Fundraising Campaign.
Next, he enters a campaign name and sets a fundraising goal. He also has the option to choose whether the campaign should automatically be completed once the goal is reached.
After defining the basic campaign details, John uploads a cover image to visually represent his campaign.
He then tells the story behind the campaign, for example, explaining that he’s running a marathon to raise funds for cancer research. Once everything is ready, John clicks Publish.
That’s it! The campaign is now live and immediately appears on the Active Campaigns page, where other community members can view it and contribute.
Making a Donation to a Campaign
Next, let’s look at how easy it is to make a donation. Open any fundraising campaign you’d like to support, which brings you to the campaign’s detail page. From there, click the Donate button.
On the donation screen, choose the donation type and select whether the contribution will be a one-time or recurring donation. Then enter the donation amount and optionally check a box to remain anonymous.
If you are an authenticated user who has made previous transactions, your payment information is automatically pre-populated. Otherwise, you can easily add a new payment method. To complete the process, click Pay.
After this, the donation is completed, and a receipt is automatically sent to your inbox.
Viewing Donations in Salesforce Nonprofit Cloud
Now let’s see how the donation appears in Salesforce Nonprofit Cloud. By navigating to the Gift Transactions tab, the donation can be found and reviewed immediately, along with all related transaction details.
The transaction is also linked directly to the campaign. By opening the relevant campaign in the Gift Designation tab, you can see all donations associated with that specific fundraising effort in one place.
Empowering Your Community to Fundraise
With just a few clicks, community users can create their own peer-to-peer fundraising campaigns and start collecting donations, all while keeping data seamlessly connected to Salesforce Nonprofit Cloud.
To learn more about how Advanced Communities can help you engage your community and streamline fundraising, book a call with us.
