Fund Catalog: Streamline Your Giving Experience

We’re excited to introduce Fund Catalog, a powerful new feature designed to help your donors quickly find funds related to causes that they care about.

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Organize funds into categories and subcategories, creating a clear structure for donors to navigate through often unfamiliar options.

Support for multiple layers of categorization, allowing for precise fund organization and easy discovery of funds that your donors are passionate about.

A sleek, card-based design that presents fund options in an attractive and easy-to-use format across devices.

A deep search function that donors can use to search through fund names, descriptions, and IDs to help donors quickly find specific funds.

Easily manage your fund catalog through an intuitive admin interface, with options to edit categories, add funds, and preview the donor experience.

Donors can now view a cart summary before completing their payment, ensuring they verify and confirm every fund they are contributing to. This added transparency empowers donors to give with confidence.

You can create guided fund discovery experiences across multiple campaigns since each checkout page can have its own independent grouping. a

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Step 1 :

Switch to Fund Catalogue option in the Fund Display section. And click 'Create Fund Catalogue'

Step 2:

Create categories and set a category selection header text. (By default it will say 'Select a category')

Step 3:

Set Category details

Step 4:

Select the category and complete the setup.

Step 5:

Complete the setup by adding either more Sub-categories or Funds to a category.

Step 6:

Once there are one or more funds under a category or its sub-categoriesHit followed by upon completion to reflect the changes on the platform

Step 7:

Once you have completed the setup for all the categories hit Save Changes