ACC Funds Management (INTERPODIA ADMIN ONLY)

This article explains how ACC is going to use a directory to manage its multiple funds (donation campaigns).

General logic

As ACC is managing 40+ funds (aka donation campaigns), and people should be able to search for a fund to donate to, we've implemented a 'fund directory' to best manage the need. 

Here is the directory link: https://2mev.com/#!/listings/support-the-alpine-club-of-canada/CL-FD

For the funds to be listed individually in the directory, each campaign is displayed on a unique 'club dashboard' (aka fund dashboard) so we can use the 'club' (aka fund) landing page to include a description of the fund and a redirection link to the DONATE NOW step.

Setup information

The setup includes 3 main components: 

• Creating a donation campaign (in Django)
• Associating the campaign with a GL code (for accounting purposes, from the financial dashboard)
• Setting up campaign pages (aka club dashboards)

1- Create the campaign

From here: https://2mev.com/eventsquare/admin/panel/fundraise_app/campaign/add/

• Enter Name EN / FR

• Turn on WYSIWYG and under Description EN / FR

• Add logo (attached to that ticket)

• Add tax receipt setup = #52  

• Add charity = #148  

• Add opens closes dates: from 2023-01-01 to 2050-01-01

• SAVE

2- GL code setup

• Check if GL code exists HERE > If not, create it as income

• Assign GL code to campaign from HERE

3- Setup campaign pages

• Clone THAT EVENT

  • Rename event name with campaign name

  • Listing tab:

    • Edit FR name

    • Edit associated logo

    • Set as Approved + Visible

  • Config > Content tab:

    • Edit reg page description

      • Replace the campaign description

      • Edit the link (double-click on it to keep the button format) and replace it with landing-page-url/store

  • Config > advanced tab:

    • change status to active

• Add campaign display HERE

  • Select the newly created campaign (step 1)

  • Content type = event

    • Select a newly cloned event

  • Save