We’re excited to have you on board! Setting up your Social Sync account is the first step to unlocking the full potential of your nonprofit’s fundraising efforts. In this guide, we'll walk you through adding key information about your organisation, setting your brand colors, and connecting powerful integrations to ensure everything runs smoothly.
Getting started
Your settings are where you will find all of your personal and organisational details. Simply look for the cog icon in your menu...
On the left-hand side, you’ll see a menu of pages that make up your settings. We’ll walk through each one in order.
Organisation Info
The Organisation Info section is split into four tabs: Overview, Socials, Compliance, and Donation Receipts.
Overview
Here you’ll add the essential core information about your organisation, including:
Organisation name
Custom domain – This is the editable URL slug that will appear across your Social Sync microsite and fundraising pages.
About – A brief description of your organisation.
Contact details – So supporters know how to reach you.
Socials
Add your social media links in this tab. These will automatically appear in your fundraising pages and email footers, helping supporters connect with you easily.
Compliance
Use this space to include links to your:
Terms and conditions
Privacy policy
These will appear across supporter-facing pages to help you stay compliant.
Donation Receipts
If you choose to send Social Sync-generated donation receipts, you can set these up here.
Important Note: If enabling Social Sync receipts, ensure you switch off Stripe’s receipt emails, otherwise donors will receive two different receipts for each donation.
Branding
Your Branding page helps you bring your organisation’s look and feel into every part of your Social Sync account.
Here you can:
Upload your charity logo, which will appear across your campaign pages, forms and emails.
Set your primary, secondary, and tertiary brand colours, which will automatically pull through to:
Buttons
Websites
Registration forms
Supporter messages
Save additional colours under Custom Colours for quick access whenever you’re editing campaigns or pages. This is especially helpful for larger brand palettes.
Homepage
Your Homepage section allows you to create a custom charity microsite that acts as a central hub for your campaigns.
Here you can:
Build a homepage microsite, which you can share across socials, include in marketing, or embed into your own website.
Add a Campaign Listing block, which will automatically display all of your live and public campaigns.
Add a Featured Listing block, showing any campaigns you've marked as ‘featured’ within your campaign settings.
Create an FAQ section to help supporters quickly find the information they need.
This is a great way to present a clean, branded landing page for all your fundraising activity.
Integrations
Now it's time to integrate your platforms of choice to Social Sync to allow for seamless usage and management.
Simply select the platforms you would like to integrate and follow the instructions on the screen. You may need to follow different steps depending on the platform you have chosen to integrate, as each platform has its own requirements and permissions.
Note: You must integrate Stripe in order for Social Sync to create branded fundraising pages for your charity.
To learn more about how you can make the most out of SMS communications, follow our guide.
Tags
Use tags to segment your supporters and create personalised communication journeys for your campaigns.
Guide
Learn more about how you can use and manage tags by accessing our guide on Tags.
Users
This is where you can see which of your team members that have access to to your Social Sync account. This is where you have the option to remove and add new members with a simple click of a button.
Billing
Your account plan, usage and billing details all live here and are fully editable right in this space.
Need Support?
If you’d like help setting up your account, or if something doesn’t look quite right, we’re here to help. You can reach the Social Sync Support Team at [email protected]
Or use the in-platform chat to speak with us directly.