This is the reference for settings that show up across campaign types. To open any of them, view a campaign and click Edit. For a walkthrough of creating a campaign in the first place, see Building a Campaign.

Images and Attachments

Each campaign can have two images, both set on the Overview tab:

• Product image: around 400x400, or a similar square ratio. Always shown in store listings. Check Show product image on the campaign page if you also want it on the campaign’s own page.
• Header image: around 1200x600, or a similar wide ratio. Used as a banner. On an Auction it works differently: it’s the cover picture on the auction’s card on your Auctions page while the auction is running, and the auction page itself doesn’t show a banner.

Attachments are displayed at the bottom of the campaign and are used to make supplemental forms and information available to the purchaser. They’re on the Media tab. Give each one a name and pick a language, then click Add Attachment to add another.

Which Image Shows in the Store

Each campaign gets a tile in your store. When the campaign has a product image, the tile shows it as a square in the middle, with white space on each side. When there’s no product image, the tile uses the header image instead and fills the whole tile, edge to edge. The sides of the header image are cut off to fit, more so on phones, so keep any words near the middle.

To get an edge-to-edge tile:

1. Open the campaign and click Edit.
2. On the Overview tab, click Remove on the product image.
3. Upload a header image around 1200x600, with any words near the center.
4. Click Save.

The store tile and the top of the campaign page then show the same picture.

Videos

Videos can be displayed when a parent views the campaign page in the Online Store and during First Step. Videos must be hosted on YouTube or Vimeo and be publicly available (although they can be unlisted).

1. Open the campaign and click Edit.
2. Go to the Media tab.
3. Paste the video link into Video Link. Paste the whole link — FutureFund figures out the rest.
4. Click Save.

Inventory

Purchase campaigns track inventory on the Options tab under Inventory and Fulfillment, with three choices:

1. Unlimited: There is no limit on the number of units sold.
2. Simple: Inventory is tracked at the campaign level regardless of selected options.
3. Options: Inventory is specified for each campaign option. Useful when selling sized items (small, medium, large). See Tracking Inventory by Option below.

Sign Up campaigns use the same idea under Sign up Capacity and Waitlisting, but only offer Unlimited and Simple. Turn on Enable waitlist when capacity is full to keep collecting names once you’re full.

Ticket campaigns set a Capacity on each event, on the campaign’s Events tab, and show a Remaining count that goes down as tickets sell. Ticket types can also have an optional Inventory limit that applies at each event. Leave either field blank for unlimited. See Ticketing.

Tracking Inventory by Option

First, turn on inventory by option:

1. Open the campaign and click Edit.
2. On the Options tab, under Inventory and Fulfillment, choose Options.
3. Click Save.

Then enter how many of each option you have:

1. On the campaign’s page, click the Options tab at the top (next to Overview).
2. Click Add Option Group to make a new group, or click the pencil next to an existing group.
3. Enter the quantity in the box next to each option. This box only appears once inventory is set to Options.
4. Click Save.

Things to know:

• Only the first option group tracks inventory. If your campaign has more than one group, like Size and Color, put the group you want to count first.
• Options you saved before choosing Options start at 0. They show as Sold Out until you open the group and enter quantities.
• To see what’s left, open the campaign’s Overview. The Inventory section lists each option’s Remaining Inventory.
• What shoppers see: an option that runs out shows as “Large [Sold Out]” (with your option’s name) and can’t be picked. When every option is gone, the campaign page says “We’re sorry, this item is sold out.”

Attribution

On the Options tab of Purchase, Donation Drive, Sign Up, and Bundle campaigns, you’ll see a “Who is this purchase for?” picker. It controls whether — and how — a purchase gets linked to a person. Linked purchases show up on that person’s record, so you can see who has paid.

• No one: Just records the payment. Buyers go straight to checkout with no extra step. Best for open fundraisers and general donations.
• A student: Buyers pick which student the purchase is for. Best for field trips, class fees, and student fundraisers. Buyers with multiple children choose per purchase.
• A parent: Buyers pick which parent or guardian the purchase is for. Best for memberships and adult tickets.
• A teacher: This option is retired. It keeps working on campaigns that already use it, but new campaigns can no longer select it.

Campaign Options

Campaign Options allow campaigns to be customized and optionally change the price. Examples include:

• Sizes: Small, Medium, Large, Extra Large
• Colors: Forest Green, Black Aqua, Heather Blue, Dark Gray
• Styles: Full Zipper, Half Zip

Campaign options are available for Purchase campaigns only. Manage them from the campaign’s Options nav tab using the Add Option Group button.

Price Changes

Campaign options optionally have price changes associated with them. For example, a school may sell a softcover yearbook for $50; the purchaser can select the hardcover option for $10 more, making the price $60. The amounts specified represent the change from the campaign price:

Negative and Positive Amounts

The campaign option amount can be positive or negative. However, the price of the campaign must be greater than or equal to zero. If campaign option combinations result in a negative amount, zero will be used.

Notes

• Changes to the name of an option are reflected in reports, however, existing orders and carts continue to show the value from when the item was added to the cart.
• When a campaign option is removed, the option remains in existing orders and carts.
• Campaign options do not support translations.

Use the Unit Sale Report to view sales summaries with options included.

Quantities and Notes

Under Advanced settings in a Purchase campaign’s inventory block:

• Allow the user to purchase multiple items adds a quantity dropdown to the purchase page, with a Quantity Limit you set. Without it, buyers get a simple checkbox.
• Allow the purchaser to leave a note adds a free-text box with a label you choose. Good for dietary needs, customization requests, and similar.

Suggested Donations

Donation Drive and Pledge campaigns let you set up to four amounts for donors to choose from as tiles. Click the star on a tile to mark it as the suggested amount — it’s highlighted and pre-selected for the donor at checkout.

1. Open the campaign and click Edit.
2. On the Options tab, click the star icon on the amount tile you want to suggest.
3. Click Save.

Donors can also enter their own amount. Let donors enter a custom amount adds an “Other” option next to your amount tiles, and it’s on by default. To limit donors to your amounts, uncheck it. On Donation Drives it’s under Advanced settings. On Pledge campaigns it’s just below the amount tiles.

Payment Schedule

Donation Drive and Sign Up campaigns can spread payment over time, set at the bottom of the Options tab.

• Enable payment by installments lets purchasers pay in monthly installments. You choose the Number Of Installments (2 through 12).
• Sign Up campaigns can also Delay payment until a later date. Parents reserve their spot now and aren’t charged until the First Payment Date. If installments are also on, the first one is charged that day and the rest follow monthly.

FutureFund provides two reports to assist with managing installments:

• Installment Plan Report
• Failed Installment Plan Report

Notes:

• Changing the number of installments only impacts new purchases.
• The payment frequency is fixed with monthly payments.

Availability

The Availability tab controls when a campaign can be bought:

• Availability Start and Availability End open and close the campaign automatically. For Auctions, these are the auction’s start and end times and both are required.
• Mark campaign as not available for sale takes the campaign down immediately while leaving the page in place. Useful when a link was distributed but the offer has expired or sold out. This applies to both the store and First Step.

Auto-Select Campaign During First Step

During First Step, FutureFund can automatically select a campaign for the purchaser, who can still change it on the purchase page.

1. Open the campaign and click Edit.
2. Go to the First Step tab.
3. Check Automatically select campaign.
4. Click Save.

For a Donation Drive, this pre-selects the suggested donation amount, so the campaign needs a suggested amount set. If the parent doesn’t want to participate, they use the Not Now button or enter $0. For memberships and sign ups, it adds the campaign to the cart, and parents can uncheck it or remove it from the cart.

Having Your Organization Cover the Platform Fee

By default, your account-wide fee setting decides who pays the platform fee. If you want one specific campaign to always be fee-free for buyers, without changing that setting for everything else:

1. Open the campaign and click Edit.
2. Go to the Options tab.
3. Click Advanced settings to open more options.
4. Check Organization always pays the platform fee.
5. Click Save.

The fee amount doesn’t change, only who pays it.

See Platform Fees for full details, including how to change the account-wide setting and how mixed carts and bundles are handled.

This is available on Donation Drive, Purchase, Membership, Tiered Membership, Sign Up, Ticket, Pledge, and Bundle campaigns. Auctions have their own fee setting on the Options tab.

Tax Deductible

Campaigns marked as tax deductible display a notice on the purchase page:

To mark a campaign as tax-deductible:

1. Open the campaign and click Edit.
2. Go to the Receipts tab.
3. Check This donation is tax deductible.
4. Optionally set a Gift Amount — the tax-deductible amount becomes the donation minus the gift amount. Leave it blank when the entire donation is deductible. This amount must be less than $75. Pledge and Bundle campaigns don’t have a Gift Amount.
5. Click Save.

Notes:

• This option can be changed at any time and receipts are updated in real time.
• Unchecking it does more than remove the notice. The campaign’s items come out of the tax section of every receipt, including orders already placed, and are left out of year-end Tax Receipts. New orders for the campaign also stop being offered for Corporate Matching. Matching already started for past orders isn’t affected.
• It is the school’s responsibility to ensure the purchase meets IRS guidelines.

What the Notice Says

In the Online Store and on Pledge campaign pages, the notice sits in a box headed Tax Deductible Donation. During First Step, the same text shows under the campaign, without the heading. It reads:

Your donation is tax-deductible to the full extent provided by law. No goods or services were provided in exchange for your contribution. [Organization Name] is a 501(©)(3) nonprofit or qualified organization Tax ID: [Tax Number]

When the campaign has a Gift Amount, the middle sentence reads “A gift of [Gift Amount] is provided in exchange for your contribution.” instead.

You can’t edit this wording. The organization name and Tax ID come from the organization the campaign belongs to. To check or change them:

1. Click your name at the bottom of the left-hand menu, then Account Settings.
2. Click Bank Information (called Organizations if your account has more than one).
3. If you see a list, click View next to the organization.
4. Click Edit, update the Name or Tax Number, and click Save.

What the Receipt Shows

The online receipt and the PDF receipt attached to the receipt email both have a Tax Deductible column. It shows Yes or Partial next to each tax-deductible item. Partial means a gift amount was taken out.

• Online receipt: a Tax Receipt section lists each organization with its name, Tax ID, and Deductible Amount.
• PDF receipt: a Tax Deductible Donations section says, “For items marked as tax deductible, no goods or services were provided by the organization in return for the contribution. The following are 501(©)(3) nonprofit or qualified organizations:” It then lists each organization with its Tax ID and tax deductible amount. When a gift amount applies, it says instead that the amounts don’t include the value of any goods or services received.

Year-End Tax Receipts

At the end of the year, an authorized administrator can send a Tax Receipt. It goes to every purchaser who paid for a tax-deductible item that year. There is no minimum amount.

Receipt Notes

Also on the Receipts tab, Order Note adds a message to the customer’s receipt after purchase. Use it for pickup instructions, thank-you messages, or product-specific details. The note shows under the item on the online receipt, in the receipt email, and on the PDF receipt.

Collecting Information During a Purchase

Some campaigns need to collect additional information or acceptance of a waiver when a purchase is made. Open the campaign, click Edit, and go to the Forms tab. Whatever you pick has to be filled in before the purchase can be completed.

Basic Forms

Check off any of the following. Every question you turn on is required, and they are always asked in this order:

1. Parent Name
2. Phone Number
3. Email Address
4. Student Name
5. Student ID
6. Teacher
7. Grade

Teacher and Grade offer a list to pick from, drawn from the teachers and grades set up on your account. Parent Name and Student Name are typed in, since a store buyer may not be signed in.

If you turn a question off later, answers already collected stay on the orders that collected them.

Custom Forms

The form must be created before adding it to the campaign. See Forms & Waivers. The Manage Forms & Waivers button opens your forms in a new tab so you don’t lose unsaved changes to the campaign.

Notes:

• You can use Basic Forms or Custom Forms, but not both.
• Whichever you choose applies to purchases in the Online Store, during First Step, and in SnackBar.
• The purchaser cannot add the item to the cart until the questions are answered.
• Answers appear in your campaign export alongside the rest of the order.
• To correct an answer, open the order, click the three dots next to the item, and choose Update Form Response. Responses collected during a purchase can be edited but not deleted.
• The Forms tab is not available on External, Shop, or Auction campaigns.

Forms on a Pledge Campaign

A Pledge campaign works differently. The form isn’t part of a donation, so donors are never asked to fill it out. Instead, families fill it out once for each participant when they sign up for the campaign.

To see the answers:

• Open the campaign’s Participants tab and click View next to a participant. The answers are on the participant’s page.
• Click Export on the Participants tab. Each question gets its own column.