Organizations can add dynamic PDFs to the Fundraiser Dashboard for fundraisers to download. The PDFs are fully dynamic with Liquid Templating, so they can include information specific to the campaign, the fundraiser, and more.
One use case for Fundraiser PDF is to allow fundraisers to send offline donations (checks) via mail:
- Administrators configure the PDF to include all the information necessary to process the check
- Fundraisers download the PDF, fill it out, and mail it with their check to the organization
To enable Fundraiser PDF, please contact support.
Editing the Fundraiser PDF
Once your instance is configured to support Fundraiser PDF, edit the fundraiser PDF in the Admin under Fundraising > Fundraiser PDF on the desired entity. Once there, click "Edit", make the desired edits, and click "Save".
Please note that the content in the Admin editor must be structured such that it will be output appropriately to an 8.5x11 PDF. The default content accounts for this.
Adding the Fundraiser PDF to the Fundraiser Dashboard
The fundraiser PDF can be added to the Fundraiser Dashboard in two ways:
- Task List: in the Admin, under Fundraising > Task List, there is a list item for "Download Fundraiser PDF". Enabling this will display an option in the Fundraiser Dashboard task list for fundraisers to download their PDF.
- All PDFs are accessible at a dynamic URL which can be rendered by using the liquid placeholder {{ Fundraiser_PDF_Link }}. This link can be added to editable areas within the Fundraiser Dashboard in various ways to allow fundraisers to access their PDF.