Getting Started with GiveBack

Your complete guide to running successful fundraising campaigns. Turn every sale into an opportunity to make a difference.

Last updated June 2026

What is GiveBack?

Remember those school fundraisers where you sold candy bars or wrapping paper? They worked because you instantly had a motivated sales team. GiveBack brings that same energy to your Shopify store.

GiveBack turns your customers into advocates by letting them support causes they care about with every purchase. When your recipients share their fundraising links, they become an extension of your sales team—driving traffic and sales while raising money for their cause.

Set Your Timeline

Choose when your campaign runs

Pick Your Products

Select which items are eligible

Add Recipients

Choose who receives donations

Good to know

GiveBack tracks donations and provides detailed reports, but you handle the actual fund distribution to recipients. This gives you full control over timing and payment methods.

1 Add GiveBack to Your Checkout

Required

This is where GiveBack appears after purchase so shoppers can complete recipient selection when your campaign uses Option List or Custom Code.

Quick Summary

  1. 1. Go to Settings → Checkout → Customize
  2. 2. Navigate to your Thank You page
  3. 3. Click Add App Block and select GiveBack
  4. 4. Repeat for the Order Status page
  5. 5. Save your changes

Why both pages?

The Thank You page only appears once. If customers refresh or return later, they'll see the Order Status page instead. Adding GiveBack to both ensures post-purchase recipient selection is still available when your campaign uses Option List or Custom Code.

2 Add Fundraising Banner to Products

Optional

Show customers they're supporting a cause before they even add to cart.

The fundraising banner appears on product pages during active campaigns. It only shows for products included in your campaign, helping customers understand their purchase makes a difference.

Theme Compatibility

This feature requires a Shopify Online Store 2.0 theme. If your theme doesn't support app blocks, GiveBack will still work—customers just won't see the product page banner.

3 Create Your Campaign

Set up your fundraiser in just a few minutes.

Every campaign needs three things:

When

Start and end dates for your fundraiser

What

Which products are eligible

Who

Your fundraising recipients

You'll also choose your donation amount—either a fixed amount per item (e.g., $2 per product) or a percentage of the subtotal (e.g., 10% of eligible products).

For percentage campaigns, the subtotal is the price of the eligible products after any discounts—whether the discount was applied to the whole order or to an individual line item—and it excludes shipping and tax. So a $50 product bought with a 10% off code counts as $45, and a 10% campaign donates $4.50. Fixed amount per item campaigns are not affected by discounts, since they pay a set amount for each item sold.

Campaign setup screen showing date selection and donation amount options

4 Select Eligible Products

Choose which products contribute to your fundraiser.

You have two options for selecting products:

By Tag

Automatically include all products with a specific tag. Great for ongoing campaigns—new products get included automatically.

Individual Selection

Hand-pick exactly which products to include. Perfect when you want precise control over your campaign.

Product selection interface

5 Add Fundraising Recipients

Set up the organizations or causes that will receive donations, and decide how shoppers get matched to them.

First, choose how customers will select their recipient:

Selection method options
Option List

Customers see all recipients and pick their favorite. Great for public campaigns with multiple organizations, but every shopper will see the list, so a regular customer can still credit a recipient even if they were not referred by them.

Custom Code

Customers enter a code to support a specific recipient. Perfect for private fundraisers or tracking referrals.

URL / QR Code

Each recipient gets a shareable URL and QR code. When a shopper starts from that link or scans that code, GiveBack can automatically credit the correct recipient.

Then add your recipients. Depending on your plan, you can have up to 3 or 50 recipients per campaign.

Adding recipients to campaign

The Power of Multiple Recipients

Adding multiple recipients creates friendly competition and increases engagement. Each recipient becomes motivated to share your store with their community, expanding your reach while raising more funds.

Customer selecting their preferred recipient

When customers have multiple recipients to choose from, they see a selection interface after checkout.

QR code recipients

If you choose URL / QR Code, GiveBack adds campaign-level controls for how those links behave.

  • Set a QR Code Destination Path so scans land on a specific product, collection, or page in your store.
  • Choose a secondary selection method for shoppers who do not start from the QR code or shareable URL. You can use no fallback, an option list, or custom codes.
  • Share each recipient's unique URL or downloadable QR code so supporters can send traffic directly to the right fundraiser.

Custom landing pages

For URL / QR Code campaigns, each recipient can have their own quick landing page before the shopper is redirected to your storefront.

This is useful because the shopper immediately sees they are supporting the right cause, and it gives you a place to add last-minute guidance, like which products or collections they should order from.

The landing page is optional. If you leave it off, shoppers who scan the QR code go straight to your store, including the destination path if you set one above.

  • Turn on Enable Custom Landing Page per recipient.
  • Customize it with an optional recipient logo, headline, body copy, CTA text, and accent color.
  • Use it to confirm who the shopper is supporting and explain what products, collections, or special instructions apply to the fundraiser.

Customizable QR codes

Recipient QR codes are not just generated automatically. They can be branded for each recipient.

  • Pick a preset or custom QR code color.
  • Upload an optional QR code logo to place in the center of the code.
  • Save your changes, then download the finished QR code and hand it to the recipient for print, email, or social sharing.

Recipient setup goes beyond checkout

Each recipient can also have a public status page with fundraising progress, optional order details, and an optional leaderboard. That makes it easy to give each group a page they can monitor and share during the campaign.

6 Tag Fundraised Shopify Orders

Optional

Add a GiveBack tag to Shopify orders after they are assigned to a fundraising recipient.

Order tagging helps you find, filter, and report on fundraised orders directly inside Shopify. When tagging is enabled for a campaign, GiveBack adds a namespaced Shopify order tag after an eligible order is matched to a recipient through the option list, custom code, or URL / QR code method.

Default tag

If you do not enter a custom tag, GiveBack uses your campaign name. Tags are prefixed with GiveBack: so they are easy to identify in Shopify.

Custom tag

Use a short custom label when you want the Shopify tag to differ from the campaign name. GiveBack keeps the full order tag within Shopify's order tag length limit.

How to turn it on

  • Open your campaign's details (on an existing campaign, choose Edit → Campaign details) and find the Shopify Order Tagging section.
  • Check Tag fundraised Shopify orders for this campaign.
  • Optionally enter a custom tag label. The final Shopify tag is shown on your campaign page.

Shopify permission required

GiveBack needs Shopify's write_orders permission before it can add tags to orders. If the permission is missing, your dashboard will show a setup notice.

7 Credit the Right Seller

Optional

Let buyers pick who sold to them from a list, so every sale lands on the right person.

When your campaign asks for the salesperson’s name, buyers used to type it in themselves. That meant one seller could show up as “Joe Blow”, “joe blow” and “Joe Bloe” — three separate rows on the leaderboard, each with part of Joe’s sales. The seller roster fixes this. Each recipient gets a list of sellers, and buyers choose a name from that list instead of typing it.

What buyers see

After a buyer chooses a recipient, the Seller Name section shows that recipient’s sellers in a dropdown. If the person they’re looking for isn’t listed, they choose Someone not on this list and type the name instead.

Seller dropdown on the thank-you page
Picking a seller from the list
Typing a name that is not on the list
Typing a name that isn’t listed
  • If a recipient has no sellers yet, buyers see two plain name fields instead of a dropdown.
  • A name a buyer types is added to that recipient’s roster right away, so the next buyer can pick it from the list.
  • If a buyer later changes a name they typed, and no other order uses it, the roster changes with it — the old spelling isn’t left behind.
  • If a buyer switches to a different recipient, the seller is cleared and they choose again from the new recipient’s list.

Set it up

  • On your campaign’s recipients page (on an existing campaign, choose Edit → Recipients), turn on Capture Salesperson’s Name? The roster only appears for campaigns that collect seller names.
  • Open a recipient. In the Seller Roster section, click Manage Seller Roster.
  • Add sellers one at a time, or choose Upload a list and paste one name per line. The first word becomes the first name and the rest becomes the last name. Names already on the roster are skipped, so it’s safe to paste the same list twice.
Seller Roster section on the recipient page
The seller roster page

Keep the roster tidy

Because buyers can add names, you’ll sometimes see a misspelling or a duplicate. Each seller on the roster has three actions:

Rename

Fix a spelling mistake. The seller keeps all of their sales.

Merge

Use when two names are the same person, like “Liam Nguyn” and “Liam Nguyen”. Their sales combine under one name. You can undo a merge from the Merged tab.

Remove

Takes a name off the roster and out of the dropdown. Its sales move to the leaderboard’s “Other” line, so totals still add up. You can restore it from the Removed tab. If a buyer types the same name again, it comes back as a new seller.

Merging a misspelled name into the correct seller

Change the seller on an order

If a buyer picked the wrong person, open the order from your campaign page and choose the correct seller from the Sales Person dropdown. If you move an order to a different recipient, the seller is cleared, since each recipient has its own roster.

Choosing the seller for an order

Reading the leaderboard

Each seller gets one row on the recipient’s public leaderboard, including sellers who haven’t made a sale yet. Two extra lines at the bottom make sure the totals always add up:

  • Other — sales credited to sellers you’ve removed from the roster.
  • Not attributed — sales where the buyer didn’t give a seller name.
Leaderboard with Other and Not attributed lines

Good to know

If your campaigns already collected seller names, those names have been added to each recipient’s roster for you, and spellings that differ only in capital letters or spacing were combined. It’s worth a quick look at each roster to merge anything that was missed.

Seller names appear in the checkout dropdown for every buyer of that recipient, even if the recipient’s leaderboard is turned off. Your campaign export uses the names from the roster.

8 Track Your Campaign's Progress

Monitor donations and see how each recipient is performing.

Once your campaign is live, your dashboard shows real-time stats including total donations, per-recipient breakdowns, and eligible orders. Use these insights to celebrate milestones and keep your recipients motivated.

Campaign dashboard showing donation progress

Tips for a Successful Campaign

  • Share recipient links — Give each recipient their unique URL or QR code to share with their community
  • Post updates — Keep recipients informed about their progress to maintain momentum
  • Celebrate milestones — Announce when you hit donation goals to generate excitement

Ready to make a difference?

Set up your first fundraiser in under 5 minutes. Turn every sale into an opportunity to give back.