Getting Started

Donate Now Home Screen

The Home page provides an overview of the Donate Now app, including setup progress, donation statistics, theme app extensions, and active donation campaigns.

Setup Guide
The Setup Guide helps merchants complete the app’s initial configuration. It includes the following steps:

• Create a Campaign: Allows the merchant to create their first donation campaign.
• Collect Donations on Your Storefront: Guides the merchant in enabling donations on the online store.
• Collect Donations at Checkout: Provides the setup required to collect donations during checkout.
• Collect Donations in POS: Provides the setup required to accept donations through Shopify POS.

The guide also shows the number of completed steps to help merchants track their setup progress.

Donation Overview
Displays key donation metrics for the store:

• Total Raised: Shows the total amount collected through donations.
• Raised Today: Shows the total donations collected on the current day.
• Recurring Donations: Displays the number/value of recurring donations.
• Round-off Donations: Shows donations collected through the round-off donation option.

Theme App Extensions
This section displays the available Donate Now theme extensions and their current status:

• Donate Now App Embed: Enables the main Donate Now widget on the storefront.
• Donation Campaign Block: Displays a donation campaign directly on the store theme.
• Campaign Progress Block: Displays the amount raised toward a campaign’s donation goal.
• Donor Wall Block: Displays a list of recent donors on the storefront.

Each extension shows whether it is currently Active.

Donation Campaigns
Displays the merchant’s existing donation campaigns in a table. Merchants can:

• Search for a specific campaign.
• Filter campaigns by All, Active, Draft, Scheduled, or Ended.
• View the campaign ID, name, type, status, donations, and creation date.
• Add the campaign block to the theme.
• Edit or delete an existing campaign.
• Create a new donation campaign using the Create Campaign button.

Review Section
The Enjoying Donate Now? section allows merchants to leave a review for the app.

Create Campaign

When the admin clicks the Create Campaign button, a popup appears with two campaign types: Campaign Donation Block and Round-Off Donation.

The admin can select either option to create the desired campaign type. Both campaign types are described in the sections below.

Campaign Donation Block

The Create Campaign page allows merchants to configure the details, donation goal, donation amounts, recurring donations, and transaction fee settings for a new donation campaign.

Campaign Basics

This section lets the merchant define the donation campaign’s basic information.

• Campaign Status: Enables or disables the campaign, making it visible to customers when enabled.
• Campaign Title: Allows the merchant to enter a name for the donation campaign.
• Campaign Description: Allows the merchant to provide campaign information using the text editor. The description can include formatting and an image.
• Enable Scheduling: Automatically start and end the campaign on specific dates.
• Campaign Image: Add an image to be displayed on the frontend.

Donation Cause

The Donation Cause section allows the merchant to add one or more causes that customers can choose to support through the campaign. Customers can select their preferred cause from the available options and donate to it.

• Add Cause: Enter a cause in the Add Cause field and click the Add Cause button. The cause will be added and listed in the section.

• The merchant can add multiple causes to the same campaign. The added causes will be displayed on the storefront for customers.

Donation Goal

This section allows the merchant to set a fundraising target for the campaign.

• Enable Donation Goal: Enables a target amount for the campaign and displays fundraising progress toward that goal.
• Goal Amount: Defines the total amount the merchant aims to raise.
• Show Goal Reached Message: Displays a message to customers when the campaign reaches its configured goal.

Donation Amount Settings

This section controls the donation amounts customers can choose from.

• Add Preset Amount: Allows the merchant to add predefined donation amounts that customers can select. Up to 10 preset amounts can be added.

• Enable Custom Donation Amounts: Allows customers to enter their own donation amount instead of selecting a preset amount.

• Enable Donation Amount Limits: Allows the merchant to define the minimum and maximum amount a customer can donate.

• Minimum Amount: Sets the lowest amount a customer can contribute.
• Maximum Amount: Sets the highest amount a customer can contribute.

Recurring Donations

This section allows merchants to accept recurring donations from customers.

• Enable Recurring Donations: Allows customers to make recurring donations.

• Donation Frequencies: Allows the merchant to enable one or more recurring frequencies:

• Daily: Customers donate every day.
• Weekly: Customers donate every week.
• Monthly: Customers donate every month.
• Yearly: Customers donate once every year.

When multiple frequencies are enabled, customers can select their preferred donation frequency at checkout.

Transaction Fee

This section allows customers to cover the payment processing fee associated with their donation.

• Allow Donors to Cover Transaction Fees: Adds the configured transaction fee to the donation amount and lets the donor cover it.

• Fee Percentage: Defines the percentage of the transaction fee added to the donation.
• Fee Label: Defines the text displayed to customers for the transaction fee at checkout.

• After configuring all the required campaign settings, click the Save button. The campaign will be saved and listed in the Donate Now > Donations table.

• To display the campaign on the storefront, go to Theme Setup. The admin can either copy the Campaign ID by clicking the copy icon or click the Add Block button.

• Click Add Block to open the Shopify Theme Editor, add the Donation Block, enter the Campaign ID, and click Save to make the campaign live on the storefront.

Frontend Impact

• Log in to your Shopify account and navigate to the page where the donation campaign is enabled. The Donation Campaign block will be displayed with all the settings configured by the admin.

• The Recurring Frequency options will appear at the top, with Give Once selected by default.

• The customer can then select the Cause they want to donate to.

• The customer can select a preset donation amount or enter a custom amount within the configured limits.

• The configured campaign image will also be displayed.

• Below the image, the Donation Goal will be shown with a progress bar that updates based on the amount donated toward the configured goal.

• Enable the Processing Fee option to include the processing fee in your donation amount.

• Once the donation details are configured, click Donate.

• You will be redirected to the Checkout page. After the order is completed, the donation amount will be recorded and displayed on the main page.

• Round-Off Donations

Campaign Basics

This section lets you configure the campaign’s basic information and settings.

• Campaign Status: Enables or disables the campaign. When enabled, the campaign becomes visible to customers.
• Campaign Title: Enter the name or title of the campaign. The title can contain up to 60 characters.
• Campaign Description: Enter a description to provide customers with more information about the campaign. The description can contain up to 500 characters and supports basic text formatting.
• Enable Scheduling: Allows you to schedule the campaign for specific dates. When enabled, you can set the campaign’s start and end dates, so it automatically starts and ends according to the configured schedule.
• Campaign Image: Upload an image to represent or promote the campaign. The supported formats are JPG, JPEG, PNG, and WEBP, with a maximum file size of 20 MB and a maximum resolution of 5 megapixels.

• For Round-Off Donations to work on the storefront, the admin must first enable the Donate App Embed in the Admin Dashboard > Online Store > Edit Theme > App Embeds > Enable Donate Now.

Frontend Impact

• Log in to your Shopify account and add a product with a decimal price to the cart.

• Once added to the cart, click Checkout.

• The Round-Off Donation pop-up will appear, allowing the customer to either click Yes, Add Donation to continue or No Thanks to cancel.

• If the customer clicks Yes, Add Donation, the order amount will be rounded up at checkout, and the additional amount will be added as a donation.

• The customer can then place the order to complete the donation.

Round off Checkout Extension(Shopify Plus stores only)

• For Shopify Plus stores, navigate to Admin Dashboard > Online Store > Edit. From the top dropdown, select Checkout and Customer Accounts to open the Checkout Editor.

• In the Order Summary in the side panel, add the Round-Off Checkout Extension, then click Save.

• This will add the extension to the checkout, allowing customers to round off their order amount with a single click.

• Clicking the button will round up the order amount, and the difference will be added as a donation.

• Donation Progress Block

The Donation Progress Block displays the donation progress of a selected campaign on the storefront.

To add the block:

• Navigate to Admin Dashboard > Online Store > Edit Theme. Select the relevant page and template where you want to display the donation progress.

• In the Apps section, select and add the Donation Progress Block.

• Once the block is placed, enter the Campaign ID of the campaign you want to display. Click Save to apply the changes.

• The donation progress block will be displayed on the selected storefront page.

• Donor Wall Block

The Donor Wall Block displays the donor wall for a selected campaign on the storefront.

To add the block:

• Navigate to Admin Dashboard > Online Store > Edit Theme. Select the relevant page and template where you want to display the donor wall.

• In the Apps section, select and add the Donor Wall Block.

• Once the block is placed, enter the Campaign ID of the campaign you want to display. Click Save to apply the changes.

• The donor wall will be displayed on the selected storefront page.

• Records

The Records page allows you to view and manage all donation records collected through the Donate Now app. To access the page, navigate to Admin Dashboard > Apps > Donate Now > Records. It provides a searchable and filterable list of donors and their donation details.

• Search Donors:
  Search for a specific donation record using the donor’s name or email address.
• Filters:
  Use the available filters to narrow down the records by:

• Status: Filter records based on their current status. This filter includes All Statuses, Active, Failed, Paused, Canceled, and Completed.
• Type: Filter records by donation type, such as recurring donations. This filter includes All Types, One-time, and Recurring.
• Date: Sort the records by date, with the newest first.

• Donation Records:
  The table displays the following information for each record:

• Donor: Shows the donor’s name and email address.
• Amount: Displays the donated amount.
• Type: Indicates the type of donation.
• Status: Shows the donation’s current status.
• Campaign: Displays the campaign associated with the donation.
• Source: Indicates where the donation was made, such as Web or subscription checkout.
• Date: Shows the date of the donation.

• Download CSV:
  Allows you to export donation records as a CSV file for record-keeping or further analysis.
• Pagination:
  Use the navigation controls at the bottom of the table to move between pages of donation records.
• Contact Support:
  Use the Contact Support link to get assistance with the Donate Now app.

• Donation Reports

The Reports page allows you to view donation reports and download detailed records of donations made through the Donate Now app. To access the page, navigate to Admin Dashboard > Apps > Donate Now > Reports.

• Search Donations:
  Search for a specific donation using the donor’s name, email address, or order ID.
• Sort Reports:
  Sort the donation reports by date, with the newest first.

• Donation Report Details:
  The table displays the following information for each donation:

• Order: Shows the Shopify order ID associated with the donation.
• Donor: Displays the donor’s name and email address.
• Amount: Shows the amount donated.
• Date: Displays the date when the donation was made.
• Receipt: Provides an option to download the donation report.
• Download PDF: Allows you to download a PDF report for the selected donation.

• Clicking the Download PDF button downloads a PDF report for the selected donation.

• The report will be downloaded as a PDF.

• Download CSV: The Download CSV button lets you export the available donation records as a CSV file.

• Tutorials

The Tutorials section provides quick setup guides to help merchants configure Donate Now across different parts of their Shopify store. To access the page, navigate to Admin Dashboard > Apps > Donate Now > Tutorials.

• Add Donations to Storefront

Provides a tutorial for enabling Donate Now on the online store, allowing customers to add a donation or round up their order directly from the storefront.

• Add Donations to Checkout

Provides a tutorial for adding a Donate Now block to the checkout page, allowing customers to contribute before completing their order.

• Add Donations to POS

Provides a tutorial on enabling donations through Shopify POS, allowing staff to collect fixed donations or round up orders for in-person purchases.