Nonprofix + WordPress

In order to use the Nonprofix CRM, a WordPress site is strongly recommended, but not required! 

In today’s fundraising landscape, a clean, modern website with the right functionality is paramount. 

Nonprofix designed sites are fast, branded, professional, and trusted. Our team will optimize web pages for performance – including your donation page to increase donations!

Getting Started

Using Nonprofix is simple, and this guide will make it even easier for you to get up to speed.

First, log in using the email we emailed you that contains your login username, password, and custom URL.

The login will always be your url + /login/. For example, the Nevada SPCA logs in using the URL nevadaspca.org/login/.

You can also navigate to the login page on your website, located in the top right corner.

Admin Settings

Before we get into each section, let’s first look at your admin settings. Click on the menu button in the right-hand corner and scroll down to click “Admin Settings.” Adding Admin Email Addresses The first option is to add your organization’s email addresses. When communicating with your contacts – whether it’s a donor, adopter, foster, or event-goer – you’ll want to ensure that you are sending from the right email, and that they can reply as well. It is also vital that donation, volunteer, foster, and event forms on your website go to the proper staff person’s email address. PetFinder Settings If you are planning to use Petfinder.com to list your available pets, here you can specify how many pets are featured on your website and what types of pets are available (cats, dogs, or cats & dogs). If you are using a different site to promote your adoptable pets, we may be able to create a custom integration. Please email us at info@nonprofix.com. Organization Information Here you can enter or edit your organization name, abbreviated name, logo (from URL), logo icon (from URL), and the organization’s website URL. Note: A URL is the address of a webpage, and you get it by copying the text in the address bar on your internet browser. Email Automation Settings Email “drips” are pre-made, automated emails that go out in a sequence after a designated amount of days after an action. Options include:
  • Sending an automated email 30, 60, or 90 days after a donation (“Donor Drip”)
  • Sending an IMMEDIATE automated email after a payment card has expired (“Expired Card”)
  • Sending an IMMEDIATE automated email after a donation (“Donation Auto Response”)
*NOTE: The 30, 60, 90 selection options apply ONLY to the “Donor Drip” email. See image below:

Next, you’ll want to select which email templates are sent to each group using the small dropdown arrow for each option. These templates can be created or edited by logging into the backend of your WordPress site – find detailed instructions to create and edit email templates here (link).

Payment Gateway

  • Nonprofix supports using Stripe and/or Paypal to accept payments and donations.
  • For stripe, visit this page for instructions on retrieving your Stripe API keys.
  • For Paypal, watch this video for instructions on retrieving your Paypal client ID.

You will need these API keys setup and running properly before you can accept donations on your website, but our onboarding experts will be helping you set these up to ensure they are working properly.

Mailchimp API & Tags

Integrating your Nonprofix CRM with Mailchimp is easy and greatly beneficial!
First, login to your Mailchimp account to get the API Key by following these instructions.
Get your list ID next by following the instructions here.

Next, you can set up “tags” – a useful tool to segment and send to different groups within Mailchimp. Custom tags can be designated here for your Donors, Volunteers, and Adopters.

You will need these API keys setup and running properly before contacts can transfer smoothly from Nonprofix CRM to Mailchimp. Our onboarding experts will be helping you set these up to ensure they are working properly.

Quickbooks API

Nonprofix integrates directly with Quickbooks, but in order to set this up properly we recommend connecting with one of our premier developers.

Email nick@nonprofix.com with your Quickbooks login information to setup this integration.

Import Files/Data

Before we can track your donors, adopters, volunteers, and fosters, the first step is to add all of the current data that you have. Data imports can include as much information as you would like, but our system is only capable at this time of collecting certain fields.

The onboarding process includes the proper formatting and uploading of your data so you can hit the ground running with Nonprofix. Simply send an email to nick@nonprofix.com with the data files during the onboarding process to ensure that they are uploaded properly.

Is it after the onboarding period and you want to upload the files yourself? At the very bottom of the Admin Settings panel, you can do just that.

For Donor data uploads, use the following column headers in an excel .csv file (be sure that the column headers are EXACTLY as listed below):

donation date, first name, last name, address, zip code, email, phone, dedication, donation type, donation source, donation amount, unique identifier.

donation type = one time, monthly, in kind, check, cash
donation source = stripe, paypal

NOTE: Remember to export the file as a .csv when saving in Excel.

Dashboard Overview

Here is a step by step guide for how to read your home page dashboard! 

Financials

Here you can see your financial overview for the year to date. All metrics here are showing from the past year. You can click on this month’s donations, recurring donations, all donations, peer campaign totals, awarded grant totals, and event ticket totals. Clicking on any of these will take you to another page with a detailed list of all the people and contributions made.

Supporters

View the breakdown of all your supporters: including donors, volunteers, peers (people who are running a peer to peer campaign), foster candidates, adoption candidates, and students. Clicking on any of these will take you to another page with a detailed list of all the people in that group and pertinent details.

Tools

Here you can see all the modules available, including volunteer opportunities, grants, events, classes, and class sections. Clinking on any of these will take you to the page to manage each tool (more on that later.)

Key Points

We understand how vital it is to report KPIs to your nonprofit’s stakeholders, which is why we have important KPIs listed here at a glance for easy, stress-free reporting. Track and report on active, lapsed, and inactive donors, donors with a tribute, tagged donors (link), and adoptable pets.

NOTE: All the dashboard sections listed above – Financials, Supporters, Tools, and Key Points – will display numbers from the current CALENDAR YEAR. Drilling down to the Financials & Supporters sections will give additional charts and data date options.

Financials Drilldown

The four charts, pictured above, can be viewed by clicking on the green Financials header. These interactive bar charts allow you to click on legend bar items to remove them from the chart in real time, resulting in a more flexible, dynamic chart. Hover over each bar or data point to get the exact amount, as seen below:

Financials Tab Charts/Graphs (4)

These charts are a great way to see your donors at a glance – charts include:
• Donations – Current Month Chart
• Donation Totals Last X Months Graph
• Annual Donations by Source Graph
• Donors Pie Chart

Donation Benchmarking (Month)

This chart shows the current month’s donation dollars and donation count (number of donations). A really neat feature is that it also shows the same month last year, making benchmarking just that much easier.

Donation Totals Last X Months Graph

Where X represents 3, 6, 12, or “this” month(s) – Here you can see the donations raised over the course of the year and even benchmark against the previous year. Hovering over any dot in the graph with your mouse pointer will show exact donation totals for that month/year.

Annual Donations by Source Graph

This graph gives you a glance the relationship between donation sources, including one-time gifts, recurring gifts, Peer-2-Peer fundraising campaigns, and events. Hovering over the bar with your mouse will give you exact totals for the year selected for each source.

Donors Pie Chart

These charts show the breakdown in the number of donations for each category over the course of the year selected. Hovering over the pie chart sections with your mouse will give you exact donations made for each category.

Supporters Drilldown

The four charts, pictured above, can be viewed by clicking on the blue Supporters header. These interactive bar charts allow you to click on legend bar items to remove them from the chart in real time, resulting in a more flexible, dynamic chart. Hover over each section in the pie charts to get the exact amount, as seen below:

Supporters Tab Charts (4)

These charts are a great way to see your supporters at a glance – charts include:

• Prospects: Cold, warm, and hot prospects (more information in prospects section LINK)
• Adopters: All, approved, and rejected adopters (more information in adopters section LINK)
• Volunteers All, approved, and rejected volunteers (more information in volunteers section LINK)
• Fosters: All, approved, and rejected fosters (more information in fosters section LINK)

Managing Your Donors & Contacts

Adding a New Donor

To enter a new individual donor, click on Menu from the dashboard and select Add Single Supporter.
Click on the Donor button under Member Type.

Enter first name, last name, phone number, email, and physical address. You can also add an event name if they attended an event, donation amount, donation type, and donation date. The memo field can be used to add any pertinent notes.

Donation Types:

In-Kind, Check, Cash, Planned Giving
Selecting the check option will populate a check number field.
Selecting the Planned Giving option will show a Will or Trust plan type field.

At the bottom you can add any applicable notes to the new donor’s record.

Click the add new person button.

Navigating the Donor Profile

Once you click the button, it will open the new donor’s record. Here you can add additional fields like Salutation, middle name, birth day, donation in honor of, employer, and job position.

Donation activity can be viewed from here as well, showing a list of all donations tracked on this account.

For example:
1. $103.20 – one_time donation, using (Stripe) on 10/22/2019 – receipt
2. 51.60 – one_time donation, using (Stripe) on 02/04/2020 – receipt
Total: $154.80

NOTE: Under the Donor Activity section, you can click on the receipt text to show a receipt of that donation. This will take you to a page with the receipt where you can print or save it to your computer.

The last field is Additional Notes or Comments. Add any notes here with pertinent details about the donor. This is the recommended notes nomenclature and formatting:

10/26/2019 – Called Carol to thank her for her donation on 10/22. She said she loves her dog LuLu who she adopted from us in 2015.
1/13/2020 – Carol LOVED the raise awareness event and when I spoke to her at the event last night, she mentioned that she would be willing to donate a vehicle to us that she doesn’t use anymore. Follow up ASAP!

Under Donor Personal Relations, you can add relationships between donors and other constituents. This can be very effective in fundraising, so always be sure to add any applicable relationships that you are aware of.

View Monthly/Recurring Donors

To view all monthly/recurring donors, click on Menu and select This Year’s Donations. Then select the year you are looking for in the top left and click on CHANGE YEAR.

Type “recurring” in search bar, located to the right above the table, and hit enter on your keyboard. Now you have a list of recurring donors for the year selected.

View Donors by Month

To view donors by month, click on Menu and select This Month’s Donations.

This section contains the following columns to view and filter:

Full Name | Street Address | Zip Code | Donation | Donation Type | Tribute | Source | Date

View Donors by Year / View All Donors

To view donors by year, click on Menu and select This Years Donations.

This section contains the following columns to view and filter:

Full Name | Street Address | Zip Code | Donation | Donation Type | Tribute | Source | Date

Selecting and Exporting Records

Select one donor by clicking once on the row containing their information. To select multiple records, hold ctrl (Windows) or cmd (Mac) and click on each row you would like to select, continuing to hold ctrl (or cmd) until you have made all your selections.

To select a consecutive block of rows, click the first row, then hold down the shift key and click the last row.

The option to select all, none, or the current visible page is available by clicking on the gray buttons above the data. Once you have a group selected, you can export them in Excel, CSV, or PDF formats by clicking the gray export button. The option to copy the data or print it is also available by clicking the export button.

Donor Drilldown

Drill down on any donor by double clicking on the row to go to their donor profile. Please click here for a detailed guide of how to navigate a donor’s record. [Navigating the Donor Profile LINK]

Filtering Columns

Filter data by month by using the dropdown menu in the top left corner and click change month.

To filter each column, click on the small grey arrows or a particular column header. The filter will sort alphabetically for text (A-Z or Z-A) or smallest to highest/highest to smallest if the column starts with numbers. A column that has an active filter will show small blue arrow at the top.

When filtering, keep in mind that you can filter before exporting to get the specific data you need. For example, you can sort the Monthly Donation row, then select and export the top donors for any particular month.

Send Email to Donors (Menu – This Years Donations)

1. First, make sure you have the email template you want to use already created. Click here for instructions to create email templates.
2. Select the donors you want to send an email to using ctrl/shift and filtering (as explained above)
3. Click the Generate Email tab at the top of the page (should be auto-selected)
4. Select one of the email templates from the dropdown menu in the upper right corner, where it says “Select Email Template”
5. With your group of donors and template selected, click on the Send Email button
6. A popup will show on the page: “Are you sure you want to send this email?” – Select OK

Send Letter to Donors (Menu – This Years Donations)

1. First, make sure you have the letter template you want to use already created. Click here for instructions to create new letter templates.
2. Select the donors you want to send a letter to using ctrl/shift and any custom filtering (as explained above)
3. Click the Generate Letter tab at the top of the page
4. Select one of the letter templates from the dropdown menu in the upper right corner, where it says “Select Letter Template”
5. With your group of donors and template selected, click on the Build Letter(s) button
6. A popup will show on the page: “Are you sure you want to create this file?” – Select OK
7. A green box will appear at the top of the page with the message: “Nice! Your letter has been successfully created. Click here to print.”
8. Click to print and select the right printer, edit any print preferences as you would for any other print document, and select print. You are done!

Search Function

Searching for Donors, Volunteers, and More

To search for any person, use the search bar located in the top right of the dashboard.

When you start typing a name, a list of possibilities shows under the search bar. To select one of these options click on the name, which will populate the search bar with that name, then you must click the magnify glass search icon again to pull up the record.

To view the person’s record,  click on the buttons under the name to pull up the specific information pertaining to Donor, Peer, Contact, Volunteer, Foster, and more.

 

Prospects

Adding a New Prospect

To enter a new individual prospect, click on Menu from the dashboard and select Add Single Supporter.

Click on the Prospect button under Member Type.

Enter first name, last name, phone number, email, and physical address. You can also use the memo field can be used to add any pertinent notes about how you met or know about the prospect.

Click add new person.

On the next page, you can add additional information about the prospect.

Setting Reminders

While on the prospect’s page, you can set a reminder to contact them using the Reminder function. Simply find the Reminder tab, select the reminder date, enter any pertinent notes, and click Set Reminder.

Adding Notes

While on the prospect’s page, you can enter general notes about the prospect in the Additional Notes or Comments section.

Logging Memos (Calls, Emails, Meetings, Mail)

To log fundraising activities, use the Prospect Communications Memos section within the prospect’s profile. 

Choose the contact date, write any pertinent notes about the contact, then select an icon below to indicate if the touch was a call, mailed letter, email, or in-person meeting. 

After the first meeting, you can chose to change the prospect status from Cold to Warm, Hot, or On Fire!

Changing Prospect Status

Use the Prospect Communications Memos section within the prospect’s profile to change the prospects status from Cold to Warm to Hot to On Fire.

 
View All Prospects
To view all prospects, click on the menu and select View Prospects. From here, you can double click on any prospect to view more details and log memos.

Fundraising & Peer to Peer Campaigns

Viewing Campaigns

Click menu and select Fundraise. Here you can see all of your current fundraising campaigns. Information presented includes the campaign name, the total raised so far, and a progress bar showing the percentage to goal.

Click View Details to see how the campaign looks and test campaign functionality.

Adding a New Fundraising / P2P Campaign

Click menu and select Fundraise. In the top right corner, click the green plus symbol to create a new campaign. This will take you to the WordPress Fundraisers editor on the back end of your website.

Click Add new at the top of the page to create a new campaign.
After entering a title for the campaign, you can add up to four images for peers to use for their own fundraising campaigns.

Add to Donation Page: Here, you can check the “yes” box to add this campaign to your main donation page on the WordPress website.

Next, add the campaign text in the Hero Text box. Here you will want to outline what the campaign is and any relevant details about what campaign you are raising money for.

To add the main background image, you will add an image in the “Featured Image” area to the right on this page. The image should be at least 1080px wide by 800px tall. Click set featured image, then at the top of the next screen, click upload files and the select files button. Browse your computer to find the image you would like to use.

Note: The featured image will be in the background behind your logo and campaign text. Be sure to select an image that is not too busy and has no text overlaid on it.

Lastly, set the campaign end date above the featured image box. Leave this blank if you would like no set end date for the campaign.

Peer 2 Peer Campaign Process

Once your campaign is completed, you can view it by selecting Fundraise from the menu, then clicking on View Details under the campaign you would like to share. At the top of the page in the URL bar, you can copy the campaign URL by selecting the text, right click, copy.

When a prospective donor clicks on the link, they will be taken to this page. When they click donate, they can either make a one-time donation or they can select a fundraiser someone else has already created for the campaign – more on that below:

For an individual to create a fundraiser for the campaign, hence the “peer 2 peer” nature of the campaign, they must click the Fundraise button. This will take them to a registration page where they must enter their first and last name, email address, and password. Then they will click “Register Now.”

Immediately after this form, they are taken to a page with all of the active peer 2 peer campaigns listed. There is also a link at the top asking them to become a volunteer if they so choose.

By clicking on Create Your Page Now, the individual can customize their own fundraising page.
Customizable options include: Fundraiser title, fundraiser description, fundraiser goal, and a primary photo – of which they can choose from any of the four images you had set up for use in the WordPress campaign editor.

Users will then click the red UPDATE button to make the page live, then can view their own page by selecting the green VIEW THIS PEER PAGE button.

On their new peer fundraising page, they can use the facebook share and twitter tweet buttons in the top right corner to share the campaign with their friends and family. They can then make an initial contribution to their own page by following the donation process on the page.

Editing Campaigns

Login to WordPress using: yoururl/wp-admin.
On the menu panel on the left, select Fundraisers. Here you will see a list of current and past fundraisers. To edit one, hover over the title with your mouse and select edit. See the “Adding a New Campaign” section for instructions about how to edit your campaign.

Creating a New Email Template
First, login to WordPress using: yoururl/wp-admin.
On the menu panel on the left, select Emails – Emails. Here you can view all the current email templates. Select Add New at the top of this page.

At the very top, add a title to this email template that you will remember when going to send emails later. For example: “Amber’s Fund Thank You – New Monthly Donors”

Next, add a Subject line for the email. For example: “Thanks for helping cats like Amber, now and in the future!”
In the next text box, here you can add the main body text of the email. The text editor at the top allows you to add bold text, bullet points, align text (left, center, right), create a hyperlink, and more.

You can also add an image to your email by selecting the Add Media button. Click the button, then click Upload Files at the top of the page, then select an image from your computer. To ensure a good quality image, try to pick an image that is between 400px and 800px wide.

Not sure how to size your images? Not a problem – follow these simple steps:
Step 1: Upload an image like outlined above – don’t worry about the size for now, we are about to change that.
Step 2: Once the image has uploaded, on the right you can see the Attachment Details. It will show you the dimensions of the image in “pixels” – a unit of measurement that describes what resolution the image is shown at on a computer or tv screen, which are comprised of these pixels.
Step 3: Click the blue link that says Edit Image under attachment details.
Step 4: Now in the top right, you will see the image dimensions and a blue button to SCALE. For an email, the ideal width for an image is 400px, 600px, or 800px. Enter one of these numbers in the first white box under New Dimensions, then click Scale button.
Step 5: Click the blue Back button on the bottom right hand corner of this page.
Step 6: You are now back in your Media Library, only now you should see that the file size has changed in the Attachment Details.
Step 7: Select your image (blue check mark means it is selected) and scroll down on the right side under attachment details. Under attachment display settings, under Size, make sure you select Full Size!
Step 8: Click the blue button Insert into post on the bottom right hand corner of this page.
Step 9: Congratulations – you now have an image in your email. Click just to the right of the image and press enter on your keyboard to create a new paragraph under the image.

IMPORTANT: Adding a Category
In order to see the new templates where you need them, be sure to add the appropriate category on the right side of the Edit Post page. In this case, add check the Donor Email box to can use this template in donor sections of the dashboard. Donors, students, fosters, volunteers, and peer 2 peer fundraisers all have separate email categories, so be sure to check the appropriate box.

After you are happy with the way your email looks, you can preview it by clicking Save Draft (top right) and then click the Preview button. 

Make sure to click the blue PUBLISH button on the right side of the page to officially create the new email template.
Now you are ready to use your new email template!

Navigate to your dashboard and select the contacts you would like to send the email to (they will be highlighted when selected), then in the top right corner, select the new email template (this will be the post title you added before.
Click the Send Email(s) button (top left) to send the email to the selected donors/individuals.

Creating a New Letter Template

First, login to wordpress using: yoururl/wp-admin.

On the menu panel on the left, select Letters – All Letters. Here you can view all the current letter templates. Select Add New at the top of this page.

At the very top, add a title to this email template that you will remember when going to send letters later. We recommend adding a date as well to keep organized. For example: “Amber’s Fund TY Letter – 02/20 New Monthly Donors”

In the next text box, here you can add the main body text of the letter. The text editor at the top allows you to add bold text, bullet points, align text (left, center, right), and more.

You can also add an image to your email by selecting the Add Media button. This will be critical if you want to add an image of the signature, or you can simply print them and hand sign the letters. 

To add an image, click the Add Media button, then click Upload Files at the top of the page, then select an image from your computer. To ensure a good quality image for printing, try to pick an image that is at least 1,200px wide. However, a small signature is completely different – this image will only need to be at least 150px wide.

Not sure how to upload and size your images? Not a problem – follow these simple steps:
Step 1: Upload an image like outlined above – make sure if you want to add a large image that it is not already blurry. Enlarging an already blurry image will only make it worse.
Step 2: Once the image has uploaded, on the right you can see the Attachment Details. It will show you the dimensions of the image in “pixels” – a unit of measurement that describes what resolution the image is shown at on a computer or tv screen, which are comprised of these pixels.
Step 3: Click the blue link that says Edit Image under attachment details.
Step 4: Now in the top right, you will see the image dimensions and a blue button to SCALE. For an email, the ideal width for a feature image is at least 1,200px. Anything lower than this will be blurry. For an email signature, an image that is at least 150px wide will work just fine. Enter the desired width in the first white box under New Dimensions, then click Scale button.
Step 5: Click the blue Back button on the bottom right hand corner of this page.
Step 6: You are now back in your Media Library, only now you should see that the file size has changed in the Attachment Details.
Step 7: Select your image (blue check mark means it is selected) and scroll down on the right hand side under attachment details. Under attachment display settings, under Size, make sure you select Full Size!
Step 8: Click the blue button Insert into post on the bottom right hand corner of this page.
Step 9: Congratulations – you now have an image in your email. Click just to the right of the image and press enter on your keyboard to create a new paragraph under the image.

IMPORTANT: Adding Merge Fields

To personalize the letter, you can add the following fields or “shortcodes” to auto-populate the following data. Available merge fields include:

{{TODAY}} – Today’s date
{{FULLNAME}} – Full name
{{STREET}} – Street address
{{CITY}} – City
{{STATE}} – State
{{ZIP}} – Zip Code
{{FIRSTNAME}} – First name
{{DONATION}} – Last donation

Events

Adding a New Event using WordPress

Navigate to the top left of the screen where the “W” WordPress logomark is next to the name of your organization. Hover over the name of your site with the dashboard wheel icon to the left of it and click dashboard. This is the standard method to get to your WordPress dashboard to create events, web pages, and much more.

Now on the left panel, hover over Events and click Add Event.

First, name your event in the “Add Title” section.

Next, click edit on the “Permalink” right under the Event title. Copy your event title and paste it into this box, then click OK.

Adding Event Images

  • Next, add an image if desired to display on the event page.
  • To add an image, click “Add Media.”
  • On the next page, click on “Upload Files” then “Select Files.” Navigate to where your image is on your computer and  click “Open.”
  • It is important that your image is not too large – an ideal size is no larger than 1500 by 1500 pixels.
  • If your image is larger than that, click on “Edit Image” in the right panel with your recently uploaded image selected.
  • In the top right area, enter the new dimensions – ideally no larger than 1200 pixels wide – and click “Scale.”
  • Note that the width and height of the image are linked, meaning that changing the width will automatically change the height to keep the scaling proper (and not skew the image.)
  • Once you have scaled the image, click “Back” in the lower right corner.
  • Now, with the new image selected, click “Insert into post” in the lower right corner.
  •  

Adding Text to Your Event

  • With the image now inserted, hit the enter key to go to a new line in the text editor. Here, you can enter the details about your event. At the top of the text editor, you will see standard text editing tools like Bold, Italics, Bullet Points, adding a Link, and more.

Adding Event Details

  • Scroll down to the the section titled “The Events Calendar.”
  •  
  • Here you can add the start and end time of your event, the location, organizers and the event website and cost. 
  • First, enter the event date and location. You can chose to show a map of the event location and/or the event link by checking the appropriate boxes.
  •  
  • An Organizer is just the organization running the event. You can add your own organization here and it will always show up in the list after adding it once.
  •  
  • Skip the Event Website section for now, we will come back to it after adding a ticketed event URL (see below).
  •  
  • For Event cost, enter a $ (dollar sign symbol) in the currency symbol field, then select “After Cost” from the next dropdown menu.
  • Under Cost, enter the price of the ticket.
  •  
  • Now, scroll up to the top of the page.
  •  
  • On the right panel, you can add “Tags” that describe the purpose of the event. This is for internal purposes to keep the events organized and is not required. 
  •  
  • Event Categories is also not required, but to keep them organized in the future, you may want to outline specific categories ahead of time and label them here. You can click + Add New Event Category to add a category that will then be saved for future use.
  •  
  • Under Event Options, you can choose to select three options.
  • First, you can hide the listing from your events page.
  • Next, you can make the event “Sticky,” which means that even when new events are added, this event will always stay at the top of the events page.
  • Lastly, by making it a “Featured Event” it will show up wherever the featured event widget is enabled on your site.
You can set a Featured Image in the last section. This image will show as a preview to the event on the events page and will also show up whenever adding the event to Social Media.
 
If your event is free, you are done! Click the blue Publish button at the top right corner of the page

Making a Ticketed Event

If you are charging for your event, there are additional steps to get your event setup properly. You will still need to complete all the above steps to create your event, but now you will also need to create a “Ticketed Event” page.

First, make sure you have published your event! These steps will not work on a drafted event.

On the left WordPress panel, find the menu item “Event Ticket” and hover over it, then click “New Ticket Page.

Next, you will be able to enter the ticketing details. First, enter the Event Title where it says “Add Title” – and consider adding the same event title you entered for the event, but adding the word “Tickets.”

Enter the Event Name and Single Ticket Amount.

If you would like to offer a free shirt for the event, you can check the box “Add Shirt” – this will allow you to collect shirt sizes when event goers are filling out the payment form.

Adding Sponsorships to Event Ticketing Page

To add sponsorships, click the “yes” radio button under the Sponsorships section.

Select the number of sponsorship levels you would like to display on the page.

In the next several sections, you can add sponsorship level names, the price of the sponsorship levels, and even sponsorship details with information about the benefits that come with the level. Lastly, you can include a set number of tickets with each level.

Adding a Hero Image

A Hero image is just an image that will show above your event and is covers the full width of the screen. Upload an image as outlined in the section above, and be sure that this image is wider than 1000 pixels.

 

Adding Ticketed Event Details

  • Now, scroll up to the top of the page.
  •  
  • On the right panel, in the section titled Event Extras, you will fill this details out carefully.
First, add the maximum number of tickets available for the event. It is IMPORTANT to fill this section with a number, as if it is left blank the system assumes there are no tickets available.
 
Under New Tickets, add the event you just created in the section above in the first dropdown, then enter the deductible ticket amount.
 
Next, you can choose to sell raffle tickets ahead of time, following the instructions in this field carefully to display the raffle packages appropriately.
 
Lastly, you can add Ticket Discounts, useful for selling out right before an event, add bulk ticket purchase discounts, and “Teams” if applicable to your event.
 
In the upper right corner, click the blue Publish button to go live with your event ticketing page.
 

Linking the Ticketed Event to your Event Page

This is the finishing step that is vital to be able to collect ticketing money for your event. Remember the original event we created in the “Events” tab in wordpress? You will need to go back and edit the event, but before you do, copy the permalink in the Event Ticket edit page. To copy, select the text and right click, select copy.

Linking the Ticketed Event to your Event Page (continued)

Once the link is copied, go back to the left panel and click Events.

Hover over the event you are creating, in the example shown we will hover over the title of “Adoption Fundraiser”, then a small Edit button will appear – click Edit.

In the text editor where our images and event text live, we now must add a new line of text. Click into the editor after the last image or line of text and press enter to form a new line. Type: “CLICK HERE TO GET TICKETS!”

Next, select the text and go up the the small link button in the text editor – this will allow you to create a link to the Ticketed Event page!

A small box will popup over the text, right click and select paste to enter the permalink we copied from the Ticketed Event page. Next, click the small blue button with an arrow pointing left to save the new hyperlink.

Scroll to the top and click the blue Update button. Then, at the very top, click View Event to test the functionality.

Volunteers

Adding a New Volunteer

All volunteers must complete the website registration process on your website, which is setup initially through the Nonprofix on-boarding process. The steps are as follows:

  • Volunteer fills out volunteer form on your website

  • The volunteer form includes whatever data you would like to collect – please send the form information to nick@nonprofix.org for setup. 

  • The volunteer form contains required registration fields including a password.

  • A message pops up telling the prospective volunteer to verify their email address.

  • The volunteer will check their email, and see a message in their inbox, and must click on the “Activate your Account” button to get started.

  • Clicking the button opens a new web page that will allow the volunteer to get started immediately by viewing open volunteer opportunities.

Volunteers CAN NOT apply to volunteer opportunities until they are approved by an admin. It is the best policy to approve volunteers as
soon as possible – see instructions for approving a volunteer here.

Signing up for Volunteer Opportunities

The new volunteer will be able to view volunteer opportunities but will not be able to sign up for one until they are approved. Once approved, the volunteer will be able to sign up for any opportunity easily. Here is how a volunteer can sign up for a specific opportunity:

  • First, they must navigate to your site (yoururl.com/login/) and login with their email address and password.
  • If they forget the password, they can hit the link “forgot your password?” on the login page, allowing them to enter their email address and receive a link to create a new password via email.
  • Once logged in, they will see the following page.
  • Member stats show the approval and reference status of the volunteer. Hovering over these icons provides more information about their meaning.
  • The Timeline area includes current event and other volunteer opportunities. 

Manually Adding a New Volunteer

To manually add a volunteer, you must still fill out the form on the website. Once the form is complete, the volunteer stills needs to manually verify their email address and login to view the volunteer opportunities.

After a volunteer fills out the form, they will immediately get an email with a message telling them to “Activate your Account.” Once they click this button, they will be taken to another form where you can gather even more information. Here is the stock information included on that form, but we can remove or add additional fields.

As soon as this second form is submitted, the new volunteer will get access to the volunteer portal as a “PENDING” volunteer. From here, they can edit their profile and view volunteer opportunities, but they cannot sign up for volunteer opportunities until they are APPROVED.

Creating a New Volunteer Opportunity

Creating a volunteer opportunity is easy! There are two ways to setup volunteer opportunities – either setting up a quick, basic opportunity or you can attach volunteer opportunities to an event.

Method 1: Add Simple Volunteer Opportunity

  • In your dashboard, select menu and click View Volunteer Opportunities.
  • Click on the green plus icon in the top right corner – this will bring up the Create Volunteer Campaign box.
  • Enter the campaign title, expiration date, and campaign description.

Method 2: Add Volunteer Opportunities to a New or Existing Event

  • When you create an event using the steps outlined here, a volunteer event campaign is automatically added to the View Volunteer Opportunities in the dashboard.

To add specific volunteer opportunities that people can sign up for, you will need to create those opportunities on the View Volunteer Opportunities page.

  • Click on the grey button “Create Opportunity” to add jobs that volunteers can sign up for.
  • Select volunteer type from the dropdown list and the quantity of volunteers needed
  • Enter details about the volunteer duties and be sure to include relevant dates, times, and location information!

View Volunteers

  • In your dashboard, select menu and click View Volunteer Opportunities.
  • Click on the green plus icon in the top right corner – this will bring up the Create Volunteer Campaign box.
  • Enter the campaign title, expiration date, and campaign description.