Have the organization’s leader enroll as a free member in
The enrollment information used to register should be that of the organization, as it is the account that will become the Fundraiser
Activate your account (link in the email sent to you when you joined)
This helps them become familiar with and how it works
Make sure they activate their account.
Introduce to your decision committee
Attend a committee meeting
Ask them the three questions:
“Do you shop online?”
“What are you doing with the cash you get back?”
“If you’re not getting cash back, would you like to? It’s free!”
Have the committee members join as free members under the organization’s leader account. The organization’s leader can enroll again to get their personal account since the original enrollment will become the Fundraiser membership during Step Three (optional).
Check your reports to confirm they joined under the leader account.
Enroll the organization’s leader account as the Fundraiser.
Go to the enrollment form below for the application to enroll
Make sure you “sign-in” at the top of the application, if the leader’s account is going to be the one used by the Fundraiser
Set-up your name and logo on your replicated site as soon as possible. It will help as you continue on with these steps
You can find the customization options by logging into as the Fundraiser, then going to “Your Account” to access the special Fundraiser menu
If you need help with this, please contact for assistance.
Now that your organization is enrolled as a Fundraiser, it’s time to announce the big news to your contacts. This email/letter should:
be written by the organization leader
be used when telling others about your new fundraising program
contain your referring URL in it (see your Welcome letter)
For inspiration, here are a few sample announcement messages:
After your announcement, it’s time to introduce to your staff and volunteers. We recommend you:
use your announcement email/letter to invite your staff and/or volunteers to join first to see how easy it is, or just send them your referring URL.
have computers available for registration as free members. Make your new co-branded site the default home page of the browser.
create simple cards and fliers to be used as handouts at staff meetings or other events. For inspiration, here are some samples.
It’s important to give everyone in your organization a free membership by uploading your member list. Then, send an announcement to them as the first step in your campaign plan. This will primarily be an e-mail campaign.
To get you started, check out a sample campaign plan. This gives you a great idea of what this program can do for your organization.
Be sure to consider the other outreach avenues your organization is involved in, and add this program to those as well, including:
Flyers or Brochures
A tool is provided on your list of Fundraiser Tools that is labeled "Member Upload" which provides the mechanism for transferring your list. There are specific requirements which are laid out in the Member List Import details.
Finally, be sure to share your results with your members, as this will keep them engaged and informed. Relaying positive feedback or testimonials to the rest of your team will also strengthen your organization and help lead you to your fundraising goal.
Here’s a sample letter that can be sent to your supporters and sharing testimonials with other members.
Want more info? Check out our Frequently Asked Questions page.
Good luck, and welcome to a new world of fundraising success!