Welcome to FundraiserOne! Before you begin setting things up, here are a few key things to consider:
Campaigns and Products
Consider the campaigns you plan to run and the products you’ll offer. These connect directly to transactions when donors give, so it’s important to set them up correctly. FundraiserOne includes a range of default options, and you can add or edit campaigns and products at any time.
User Access and Security
Each user login requires a unique email address, along with a name and password. We strongly recommend choosing a strong password and enabling two‑factor authentication for added security.
Below are some key areas to explore as you get started:
Campaigns and Operations
Campaigns and operations form the core income streams of your organisation. Establishing a clear structure early on is helpful, although you can always add or adjust campaigns as your needs evolve.
Products
FundraiserOne includes a default Donation product, which is automatically assigned when a donor contributes to your organisation. You can also create additional products, such as In‑Kind Donations or merchandise items like hats or key rings.
Payment Gateways
A payment gateway processes online transactions—typically credit card payments, though some also support direct debits. To enable donation widgets in FundraiserOne, you’ll need to have a gateway set up. FundraiserOne currently supports Stripe, Windcave, Flo2Cash, and PayPal.
If you need assistance selecting or configuring a gateway, our support team is ready to help.
Contact Importing and Data Migration
You can import contacts using the built‑in Contact Importer tool. For more complex migrations, Infosoft’s experienced team can guide you through the process.