GiveBack Guide

Updated January 17, 2023

About GiveBack

Do you remember being in school and fundraising for a project by selling candy bars or wrapping paper? As a kid it was annoying, but it works because you instantly had a real life sales team selling products.

GiveBack is a Shopify app that helps you (the shop owner) run a fundraising campaign for a cause (or causes) you care about, and turns those recipients to go out and help sell your products. It's a win-win for everyone.

You as the shop owner can choose a time frame for when the campaign will run, which products are eligible for the campaign, and who the recipients are for the fundraiser.

One thing that makes GiveBack unique is that you can have your fundraising campaign have more than 1 recipient and when your customer purchases and eligible product, they get to choose which recipient they want to support. This can be a fun way to have a friendly competition between the different recipients

Note: GiveBack does not handle the actual distribution of funds to the recipients. That is up to you, but we do give you an easy to use dashboard to see how much money has been raised by each recipient.

1. Add the Fundraising App to Thank-You & Order Status Page

The first step is to add the GiveBack app to your thank-you and order status page. This is where your customers will see the fundraising recipients and choose who they want to support. It will only show up for customers if there is an active campaign running, and the product they purchased is part of the campaign.

  • Visit Settings > Checkout > Customize
  • Visit Settings Checkout Customize Checkout
  • Navigate to your Thank You page & click on the Add App Block link.
  • Choose Thank You
  • Add the GiveBack app block
  • Customize Checkout
  • Next, we will add the app block to the Order Status page. This is important because the Thank You page is only shown once. If the customer reloads the page, or comes back later, they will be taken to the Order Status page.
  • Choose Order Status
  • Add the GiveBack app block to the Order Status page.
  • Customise Order Status
  • Add the GiveBack app block.
  • Customise Order Status
  • Save Your Changes
  • Save Changes

2. Add the Fundraising Banner to the Product Page

(optional)

The Fundraising Banner is a banner that will show up on your product page when you have a fundraising campaign running and the product your customer is viewing is part of the campaign. This helps your customers understand that they are supporting a cause when they purchase your product.

Note: This step is only available if you are using a theme which supports "ONLINE STORE 2.0" If you are using a theme which does not support "ONLINE STORE 2.0" you can still use GiveBack, but your customers will not see the banner (highlighted in the blue square below) on the product page.
Add Fundraising Banner
  • Visit the Shopify Admin > Online Store > Themes and click on Customize for the theme you are using.
  • Navigate to your Product page
  • Choose which section in the template you'd like to have the banner show up. In that section click Add block > Fundraising Banner (blue arrow in the image above)
  • Important: The banner text you see at this step is only an example. The actual text will be different depending on the campaign you are running.
  • Customize the font size of the banner text by clicking on the banner itself Choose font size

The Fundraising Banner is a banner that will show up on your product page when you have a fundraising campaign running and the product your customer is viewing is part of the campaign. This helps your customers understand that they are supporting a cause when they purchase your product.

Note: This step is only available if you are using a theme which supports "ONLINE STORE 2.0" If you are using a theme which does not support "ONLINE STORE 2.0" you can still use GiveBack, but your customers will not see the banner (highlighted in the blue square below) on the product page.
Add Fundraising Banner
  • Visit the Shopify Admin > Online Store > Themes and click on Customize for the theme you are using.
  • Navigate to your Product page
  • Choose which section in the template you'd like to have the banner show up. In that section click Add block > Fundraising Banner (blue arrow in the image above)
  • Important: The banner text you see at this step is only an example. The actual text will be different depending on the campaign you are running.
  • Customize the font size of the banner text by clicking on the banner itself Choose font size

3. Creating a Campaign

Creating a campaign is easy and takes only a few minutes. The major things you need to decide is:

  • When you want the campaign to start and end
  • What products are eligible for this campaign
  • Who you want to be the fundraising recipient(s)

The first step is setting up the starting & ending dates as well as setting a benefit amount. You can either choose to have a percentage of each sale (of eligible products) to go to the fundraising recipient(s) or you can choose to have a fixed amount of each sale go to the fundraising recipient(s).

Setup campaign

4. Selecting Eligible Products

Next, select which products you want to be eligible for this campaign.

Setup campaign

5. Choose Fundraising Recipients

Select how you would like your customers to choose the fundraising recipient. You can either have a list of all possible recipients show up on the thank-you / order status page OR you can have a place where they can enter in the fundraising code (which you setup). The fundraising code is a good way to have a more private campaign where only people who know the code can support the campaign.

Selection method

Finally, you can create one or more fundraising recipients. Depending on your plan, you can add up to 3 or 15 possible recipients. If you have chosen the "Custom Code" selection method, you can also set the custom code for each recipient.

Select recipients-1

Multiple Recipients

Adding more than 1 possible recipient is a fun way to run a campaign. You can have your customers choose on which recipient they want to support.

When you have more than 1 recipient, your customer will see a selection box on the thank-you page where they pick which organixation they want to support.

Customer picks fundraising recipient

6. Managing an Active Campaign

Once your campaign is up and running, we give you a dashboard where you can see how much money has been raised by each recipient.

Campaign dashboard