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Configuring Campaigns

Images and Attachments

Each campaign can have two images: a product image and a header image. The product image should be 200x200 and the header image should be 600x300.

Attachments are displayed at the bottom of the campaign. These are used to make supplemental forms and information available to the purchaser. Attachments are displayed in alphabetical order by name.

Click on the Upload links to upload an image or the Upload Attachment button to add an attachment.

Images and Attachment

Inventory

Campaigns can track available inventory. To set the inventory:

  1. Create a Product campaign.
  2. Click the Edit Advanced Settings button towards the bottom of the page.
  3. Click the Track Inventory checkbox, then enter the available inventory.

Inventory

Notes

  • Inventory only applies to Product campaigns. It is not available in membership, tuition, pledge, or donation campaigns.
  • Inventory does not account for product options. For example, a campaign can specify 100 shirts, but does not support having 50 red and 50 green shirts. To get around this, we recommend using multiple campaigns.
  • Inventory is not replenished when refunds are issued or items are removed from an order. Inventory needs to be manually adjusted.

Attribution

There are multiple types of attribution:

  • Attribute Purchase To The Family: The purchased is recognized as being made on behalf of the family or purchaser. Use this where the student information is not relevant (e.g., Parent's Night Out ticket sales).
  • Attribute Purchase To The Student: Student is required for purchase. The name of each student is displayed during registration giving the purchaser the ability to make multiple donations/purchase on behalf of a student.
  • Attribute Purchase To The Teacher: The name of the teacher is selected during the purchase. The teacher names are managed in the Directory Section.
  • Attribute Purchase To The Parent: The name of the parent is selected during the purchase. The name of each parent is displayed during registration giving the purchaser the ability to make multiple donations/purchase on behalf of a parent.

These attribution options apply to the following campaigns:

  • Purchase
  • Donation
  • Zero Dollar Campaign

Campaign Options

Campaign Options allows campaigns to customize the campaign and optionally change the price. Examples of campaign options include:

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

Campaign Options

Campaign options are available for Purchase campaigns. They are not available for any other campaign type.

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 in the campaign options represent the amount changed from the campaign price. In the above example, the option data would look like the following:

Option Amount
Softcover $0.00
Hardcover $10.00

Note

If member pricing is available and applicable to the purchaser, the campaign option price changes will be applied to the member 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 for the amount.

Notes

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

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

Fulfillment

FutureFund allows tracking the delivery of products sold. This feature must be enabled in each campaign needing fulfillment.

To mark a campaign as needing fulfillment:

  1. View the campaign.
  2. Click on the Edit Advanced Settings button.
  3. Check the This item is a physical good needing fulfillment option.
  4. Click the Update Campaign button to save the change.

See Order Fulfillment for information on changing the fulfillment status.

Installments

Donation campaigns support installment plans. When making a purchase, the purchaser will be presented with the following option:

Installments Display

To enable installments:

  1. View the campaign.
  2. Click on the Edit Advanced Settings button.
  3. Check the Enable payment by installments option.
  4. Set the number of installments.
  5. Click the Update Campaign button to save the change.

Installments Form

FutureFund provides two reports to assist with managing installments:

Notes:

  • Installments are available on donation campaigns.
  • The number of installments is set by the administrator.
  • Changing the number of installments will only impact new purchases.
  • The payment frequency is fixed with monthly payments.

Suggested Donations

The suggested donation amount allows an Administrator to highlight an amount as seen below:

Suggested Donations

To enable suggested donations:

  1. View the campaign.
  2. Click on the Edit button.
  3. Enter the desired Suggested Amount.
  4. Click the Update Campaign button to save the change.

Notes:

  • Suggested donations are only available in donation campaigns.
  • The suggested amount must match a predefined donation amount.

Auto-Select Donation Amounts

During registration, FutureFund will automatically select the suggested donation amount for the purchaser when the 'Automatically select the suggested donation during registration' option is selected. The purchaser can change the selection to another amount or select the 'Not Now' button on the purchase page.

To enable auto-select, first set a Suggested Donation amount:

  1. View the campaign.
  2. Click on the Edit Advanced Settings button.
  3. Check the Automatically select the suggested donation during registration option.
  4. Click the Update Campaign button to save the change.

Tax Deductible

Campaigns marked as tax-deductible will display the following message on the purchase page:

Tax Deductible Notice

The following information is displayed on the receipt:

Your donation is tax-deductible to the full extent provided by law. No goods or services were provided in exchange for your contribution. PTA is a 501(c)(3) nonprofit organization TAX ID: 00-000000000

If the purchase is over $250, the purchaser will receive a Tax Receipt at the end of the year when sent by an authorized administrator.

To mark a campaign as tax-deductible:

  1. View the campaign.
  2. Click on the Edit Advanced Settings button.
  3. Check the The entire donation is tax deductible (no goods or services exchanged) option.
  4. Click the Update Campaign button to save the change.

Notes:

  • This option can be changed at anytime and receipts will be updated in realtime.
  • FutureFund supports donations where goods or services are not exchanged for the donation.
  • It is the school's responsibility to ensure the purchase meets IRS guidelines.
  • Any campaign can be designated as tax-deductible.