Did you know? Your nonprofit dashboard can do way more than just help you keep a record of the cash back donations you’ve raised.

It’s also a thoughtfully-designed (and ever-evolving) marketing hub, packed with shortcuts and time-savers for busy nonprofits like yours.

And let’s be honest—is there really such thing as a nonprofit that isn’t crunched for time?

In this article:

We’ll go over these 6 marketing tools in your dashboard:

  • Tool #1: Your fundraising page
  • Tool #2: Your fundraising page link
  • Tool #3: Website assets
  • Tool #4: Pre-written messaging
  • Tool #5: “Thank you” email
  • Tool #6: Donor emails

You’ll learn:

  • What they are
  • How they help you raise more
  • How much time it takes to use each one (less than 5 minutes for each, on average!)
  • Where to find it

Let’s get started!

Tool #1: Your fundraising page. Customize it to encourage donor confidence!

Already done this? Great! Move along to Tool #2, rock star.

What it is: Your fundraising page is where people go to sign up for Giving Assistant specifically to support your nonprofit.

This section of your dashboard is where you can go and customize this page with your nonprofit’s logo and an image or video you think best represents your mission.

When your supporters sign up through this page, their cash back donations are automatically set to 100%, and their nonprofit of choice is automatically set to yours.

How it helps you raise more: Potential donors visiting an uncustomized page will almost always pause and wonder if they’re at the right place, and will likely click away without signing up.

Adding your own media and messaging, however, assures them that it’s really you. More importantly, an appealing image and mission statement will move them to get involved by signing up—or even by sharing your fundraising page.

Time it takes: 2 to 5 minutes. Faster if you already know, and have quick access to, the images you want to use.

Where it is: On the left-hand side of your dashboard, click Fundraising Tools. The section to customize your fundraising page (My Fundraising Page) should pop up right away.

Tip: To display a 150-character mission statement on your fundraising page, head over to the left-hand side of your dashboard, click My Organization, and About Us. You’ll see the spot to write in your mission statement there, which will display on your page.

Tool #2: Your fundraising page link. Log in, copy it, and keep it handy!

What it is: This is the URL (link) to the fundraising page you customized in Tool #1.

How it helps: It enables faster, more frequent sharing of your page, so you can raise more. This is why we put it up front: so you don’t have to keep clicking around searching for it!

Time it takes: Literally a second or two. Copy it, and paste it wherever you want to put it: social posts, emails, texts to team members, friends, and family, fliers, cards, bumper stickers, your forehead…(okay, maybe not that last one…)

Where it is: Right when you log in to your dashboard, it’s front and center. Click Overview on the left-hand side to get back to it anytime.

Tip: This tool is all about quick and easy link-sharing, so here are two more ideas to help you keep that link handy without needing to login to your dashboard every time:

  • Bookmark it: Copy this URL from your dashboard, paste it into your browser, and bookmark it like normal. You can also add it as a bookmark right on your browser’s toolbar. (If you’re using Chrome, do this by clicking Bookmarks at the top, then Bookmark Manager. On the left-hand side, the very top folder is Bookmarks Bar. Find your Giving Assistant link within your bookmarks, and drag it to this spot.)
  • Text or email it to yourself: Copy the URL and send it to yourself in an email or a text. The next time you’re out and about and need to grab the link quickly, all you have to do is search for it on your phone, copy it, and share it!

Tool #3: Website assets. Add your Giving Assistant fundraising page link to your website in minutes—even if you don’t know how.

If you’ve already done this, move along to Tool #4. (WAIT! Give yourself a high five. Okay, now move along.)

What it is: This is where you’ll download graphics and copy the HTML code you’ll need to put a Giving Assistant link on your nonprofit’s website. Alternatively, you can use this section to request help with updating your website either from your webmaster or someone on our team.

Tip: This section is designed to make it fast and extra-easy to update your website with your Giving Assistant link, even if you don’t already have the know-how or media assets to do this on your own. We always encourage our nonprofits to share their Giving Assistant “donate-while-you-shop” fundraising opportunity on their website’s Donate or Ways to Give page.

How it helps: As a nonprofit that relies on donations to fulfill your vision, you know that fundraising requires connecting with potential donors in every possible way they might find you: from printed-out fliers, to social media and your website.

After all, you wouldn’t have a website without a page telling people how they can donate, right? Because you know asking for donations via one communications channel alone isn’t enough. Hundreds, if not thousands of people will navigate to your site to learn more about you, sometimes through a cold Google search.

Adding your Giving Assistant fundraising link to your Donate or Ways to Give page will help you raise more donations from a much wider swath of people, namely those who either feel connected to your mission but aren’t ready to make a straight donation, or those who want to donate but simply can fit it into their budget right now.

It’s a way of showing all your potential donors that there is something they can do, making them feel considered, included, and appreciated.

Additionally, this tool can help you raise more by saving you time.

Rather than spending an hour or more of your nonprofit’s precious fundraising time trying to find or create the media you want to use on your website to add your Giving Assistant page, or even trying to write out HTML yourself, you can download these assets and just copy and paste the code, or even quickly reach out to us or your webmaster for help, freeing you up to do other work while also nipping out some stress.

Time it takes: If you choose to use the tool to reach out to your webmaster, just seconds. If you have some tech know-how and want to DIY this, copying and pasting the code to your site takes under 3 minutes. If you want to walk through the process with us, set aside at least 15 minutes.

Where the tool is: Under Banners and Icons (there on the left-hand side of your dashboard under Fundraising Tools,) you’ll find everything you need.

More importantly, towards the top, you’ll find additional options if you want to get your fundraising page updated, but either don’t have the time to do it yourself or don’t know how to.

  • For option 1 in the screencap above, all you need is your webmaster’s email address. You’ll be able to notify them and send them everything they need to update this page in just a minute or two. 
  • If you have a little bit more time to spare but still want help, use options 2 or 3: With option 2, we’ll walk through adding the link to your site together. With option 3, we’ll just do it for you!

Tool #4: Pre-written messaging. The 2-second, copy/paste marketing goldmine in your dashboard.

What it is: Hundreds of prewritten messages you can quickly copy and paste into social media posts, emails, and more, so you can encourage more Giving Assistant sign-ups without having to rack your brain or stress yourself out trying to figure out what to say. Additionally, you can request custom copy that more closely matches your nonprofit’s voice if none of the messaging here works for you.

How it helps: It allows you to share your fundraising page more often, without wasting time writing captions out over and over.

Because again, making the most of Giving Assistant shouldn’t add a string of to-dos to your already long list of fundraising activities—or your marketing team’s.

Additionally, this copy was written by professional copywriters with best practices in mind, crafted to appeal to any audience and increase sign-ups.

Time it takes: A few seconds to copy and paste the messaging wherever you want it to go, up to 1-2 minutes if you need to spend a little time picking the messaging that’s right for you, or requesting custom copy.

Tip: Use social media schedulers like these to quickly schedule a bunch of reminders to your followers that they can shop, save, and support your mission. ;)

Where the tool is: In your dashboard, click Messaging under Fundraising Tools on the left-hand side.

  • Under Your Website, you’ll find copy you can include alongside the link or image you’ve decided to upload to your official site’s Donate or Ways to Give page. You can easily copy and paste the text you want to your web developer, or copy the entire HTML code yourself if you’re a DIYer. 
  • Email and Letter has longer-form copy you can paste into emails, or even into snail-mail, printed letters. 
  • Facebook and Twitter are fantastic time-savers when you want to remind your social community to sign up and shop to benefit you. (Tip: You can also use this copy for Instagram captions if you want!) 
  • The last tabs, P2P Facebook and P2P Twitter, are especially for nonprofits who do peer-to-peer fundraising campaigns. Save your P2P campaigners time—and get them sharing their campaign page more often—by copying and pasting this messaging to them, and letting them know they can use this text if they aren’t sure what to say in their social media fundraising promotions.

If you don’t like the messaging you see right away, keep clicking “refresh” (below the generated messages) until you find some you like.

And if you want even more customized messaging, navigate to the top of this page where it says “Not sure what to write when sharing your page?” There, you can request custom copy from one of our team’s copywriters. They’ll take a look at your nonprofit’s website and do their best to match your organization’s tone of voice.

Tool #5: Thank you emails. Use your dashboard to send a custom, automatic “Thanks!” whenever someone shops and donates cash back.

What it is: A section where you can customize the “thank you” email shoppers receive when their purchase results in a donation to you.

How it helps: Research shows that thank you messages increase donor retention and boost repeat donations. Customizing this email shows your cash back donors that you’re paying attention, and that their cash back is actually making an impact on your mission. It also helps remind them to support you using Giving Assistant every time they shop.

Time it takes: As little as 1-2 minutes if you already have some text you can copy and paste into the box, and quick access to the images you want. Since there are only 150 characters available, doing this will still take less than 5 minutes if you need to write in some new messaging.

Where the tool is: Under Thank You Email (left side of the dashboard under Fundraising Tools).

Tool #6: Donors’ emails. Get creative and show some love to this special segment of donors!

What it is: A list of email addresses that shoppers have opted-in to share with you. Emails are easy to download as a spreadsheet that you can use to import the email addresses and zip them off to your marketing team.

Tip: If a user doesn’t opt-in to share their email address, you won’t see it here. When asking people to join Giving Assistant for you, consider encouraging them to opt-in to share their email address during sign-up as well.

How it helps: This basic, clear-cut list holds plenty of value for creative outreach that can help you increase cash back donations and donations in general, no matter how big or small your list is.

Here are a few ideas:

  • Create a “cash-back-donors-only” email marketing segment: For example, you can use this segment to send these donors even more personalized thank yous and asking them to share your page with friends and family.
  • Send encouragement and reminders to your cash back donors: You can also nudge this segment with more regular shopping reminders and encouragement. A quick visit to GivingAssistant.org will show you what deals are hot (and worth sharing!) right now.

Time it takes: 1-2 minutes to download and receive the spreadsheet and email it to your marketing team. If you’re a DIYer, factor in more time for adding the emails to your marketing list, segmenting, and coming up with messaging. (You can always reach out for help from us with this.)

Where the tool is: Click Reports, then Donors on the left-hand side of your dashboard to see the emails you’ve collected. To download this list, click Reports, then click (on the right) the red button that says Email Full Report.

Work smarter, not harder: Add your Giving Assistant page into the marketing calendar or strategies you’re already using   

These tools are here to help you add Giving Assistant to your marketing practices with just a bit of quick copying and pasting. That way, you can cast a bigger net, enabling you to raise more and meet more goals, and keep the fun in fundraising—for both you and your community!

Plus, your dashboard keeps almost our entire nonprofit team just a click away, because we respond to any messages you send us on the chat box there. And we LOVE helping you!