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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 colors

Step 2: Set up your Merchant Settings

Step 3: Select your Text-to-Give number

Step 4: Create your first campaign (Premium)

Step 4: Create your donation page (Essential)

Step 1: Add your logo and colors

First, customize your supporter’s experience by adding your organization’s logo and color scheme.

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Note: These settings do not copy to your donation pages, you can choose an individual color scheme for each campaign. 


Step 2: Set up your merchant settings

You’ll need to provide some basic information in order to collect donations. It’s important that you provide this information in a timely matter, or you will not be able to process donations through our platform.

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

We ask that you designate an Organization Representative for your account. This can be anyone associated with your organization who has a social security number. (Please note that Snowball Fundraising and our merchant partners do not share or use this information to perform credit checks. We are simply ensuring that there is a real person behind your account.) We typically require only the last four digits of the SSN. In some rare cases, to provide further verification, we may ask for the entire SSN. Please note that when providing an Organization Representative name, you must provide the legal name that is displayed on that person’s social security card.

 

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You will be sent to the Stripe verification page, you will need an EIN number to fully verify your account.

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Next, you will want to navigate to Deposit Settings  to enter your bank information for deposits, though it’s not required for merchant account verification. (Click here to learn more about deposits.) 

Deposits

Please contact support@snowballfundraising.com if you have any questions or concerns about the merchant account creation and verification process.


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 the notification banner when you log in to your Snowball Dashboard.

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 (Premium)

Once you’ve completed Steps 1-3, you’ll be ready to create campaigns for your organization’s fundraising initiatives. Campaigns let you organize and track different initiatives. Premium account holders can create unlimited campaigns. If you are not on a Premium account, you will have access to one default campaign called “Your Donation Page.”

To create a campaign, go to Fundraising Tools in the main navigation and click on Campaign Pages. This is where you can see all of your campaigns. Click on Add New 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, or click on Publish and Share to get the shareable website address for your form.

If you have Text-to-Give configured, you can see and change your trigger word by clicking on Text to Give Settings.

Click here for more information on editing your donation page.


Step 4: Create your donation page (Essential)

Once you’ve completed Steps 1-3, you’ll be ready to customize your donation page for your organization’s fundraising. With your Essentials plan,  you will have access to one default campaign called “Your Donation Page.”

To view and edit your donation page, go to Fundraising Tools in the main navigation and click on Your Donation Page. 

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Your Essentials plan includes an auto-generated giving form. Click on Edit Page to customize this form, or click on Share Page to get the shareable website address for your form.

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