How to Use Tribute Cards

In this tutorial, you will learn how to use Tribute Cards in a couple of different ways.

The video will walk you through the following steps:

1. Toggle on Tribute Cards from the Customize Fundraiser page (0:38)

2. Set up a standard Tribute Cards fundraiser (0:53)

3. Edit the Tribute Cards email template (2:01)

4. Set up a Memorial Fund / 'In Memory Of' fundraiser (2:27)

At the end, you’ll get to see 3 live examples of use cases for Tribute Cards functionality, and what the checkout process looks like for donors / purchasers.

Tribute Cards can be sent via Email, postal Mail or SMS.

Please note that Tax Receipts will only be issued for Tribute Card purchases if the following are true:

• Tax Receipts have been enabled in the Tribute Cards store / fundraiser settings.

• The transaction amount meets the minimum amount set either at the site-wide, or fundraiser level.

Example Sites

• Israel Cancer Research Fund - Tribute Cards: http://icrf.crowdchange.ca/1078

  • Sending a card is tied to completing your donation.

• The Jewish General Hospital Foundation - Memorial Funds: http://jghfoundation.crowdchange.co/14038

  • Uses Peer to Peer functionality, allowing supporters to create memorial pages on their own.

• Kelowna General Hospital Foundation - Donate Today: http://kghfoundation.crowdchange.co/14594

  • Gives donors the option for a general gift, an ‘In honour of’ / ‘In memory of’ gift without a card or an 'In honour of’ / ‘In memory of’ gift with a card

To create a Donate Today page like the Kelowna General Hospital Foundation example above:

1. Go to your CrowdChange site’s homepage and click Start a Fundraiser.

2. Fill out the General Info page, then click Next.

3. On the Additional Settings page, under Advanced Features, toggle on eCards and select Tribute Cards from the drop down menu that appears.

4. Click Create Fundraiser at the bottom of the page.

5. From the fundraiser's main page, click Advanced > Setup > Tribute Cards in the top right corner.

6. Click Edit Default Settings.

7. Select Require card purchase to complete checkout if you'd like to make sending a card mandatory when completing a donation. Leaving this unchecked will give donors the option to add a card to their donation if they so desire. (here is the KGH example again: http://kghfoundation.crowdchange.co/14594/donate)

8. Select the delivery methods you would like to offer to your donors when sending a card (Email, Mail and/or SMS Text Message).

9. Click Save in the bottom right hand corner.

10. Next, click Add Card to begin adding your Tribute Card options.