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  2. Getting Started

Quick Start Up Guide

Welcome to Snowball Fundraising! To get the most out of your account, there are a few things we recommend you do right away:

On This Page:

Step 1: Add your logo and organization details

Step 2: Set up your Merchant & Deposit Settings

Step 3: Select your Text-to-Give number (Premium)

Step 4: Create your first campaign

Step 1: Add your logo and organization details

First, customize your supporter’s experience by adding your organization’s logo. Click your organization name in the top right corner of your dashboard, then click Settings.

This will take you to your Organization Settings page, where you'll be able to add your logo. You'll also be able to edit details like your Organization Name, Contact Info, Time Zone and Address here.


Step 2: Set up your Merchant & Deposit Settings

You’ll need to provide some basic information in order to collect donations and have them transferred to your bank account.

Navigate to the Settings menu and select Merchant & Deposit Settings. Create your Merchant Account to start collecting donations on the Snowball platform.

Note: Please fully update your Merchant Settings to start collecting your first donation/payment. Snowball accounts that aren’t configured with Merchant Settings may have any donations/payments refunded by Stripe, our payment processor. 

Completing Steps 2 and 3 on this page will allow us to deposit funds into your bank account on a regular payout schedule. (Click here to learn more about deposits.) 

Please contact deposits@snowballfundraising.com if you have any questions or concerns about  creating your merchant account or verifying your banking information for deposits.


Step 3: Select your Text-to-Give number

Premium account holders have access to their own Text-to-Give number. You can choose your number by clicking on Text-to-Give Settings in the settings dropdown.

You will be asked for the area code that you would like your number to originate from. If you do not want to choose form the set of numbers, clicking search again will show you a new set of numbers to choose from. Choose from the options provided, and you’ll be ready to start using Text-to-Give with your campaigns.

Click here to learn more about Text-to-Give.

If you don’t have a Premium account and would like one, you can click here to upgrade and start using Text-to-Give immediately. Or contact sales@snowballfundraising.com if you have any questions.


Step 4: Create your first campaign

Once you’ve completed Steps 1-3, you’ll be ready to create campaigns for your organization’s different fundraising initiatives. Premium account holders can create unlimited campaigns. If you are not on a Premium account, you will have access to one default campaign.

To create a campaign, go to Fundraising Tools in the main navigation and click Campaigns. This is where you can see and manage all of your campaigns. Click on Add Campaign and fill out the details of your new campaign.

You now have a campaign with an auto-generated giving form. Click on Edit Page to customize this form.

Click here for more information on editing your donation page.