This article will focus on preparing your Raisely account to connect with ControlShift. To see how connect an existing Raisely account, or any other donations tool, please see: https://controlshiftlabs.zendesk.com/hc/en-us/articles/360000152275.
Raisely Donations
One potential option for donations in ControlShift is Raisely. Raisely supports one-time and recurring donations in various currencies.
If you'd like to start using Raisely with ControlShift, go to their homepage and click to Get Started. You'll then be asked to choose a theme. We'd recommend choosing the Form theme. Now enter your organization details. (The fundraising goal is not shown publicly.)
Once you've created your new campaign, you can get started customizing the form. For more information, please see Raisely's help docs: http://support.raisely.com.
If you'd like to track where donations are coming from (using the URL variables we support), you'll need to add support for custom fields. To add custom fields, go to the campaign dashboard > Theme > Custom Fields > New Item. Assuming you'd like to track which petition donations are coming from, you'd want to set up the new field as follows:
- Label: petition
- Field ID: petition
- Type: Text
- Default Value: {{$root.query.petition}}
- Active: Yes
- Required: No
- Private: Yes
If you'd like to track other variables, simply replace "petition" with the name of the correct variable. This information will then be passed into Raisely and Stripe. You can see that information by exporting charges from Raisely (dashboard > Donations > Export) and within Stripe (clicking a charge to see additional details or exporting).
Once you've finished setting up your Raisely campaign, you'll need to connect it to ControlShift. Please follow the iframe instructions to use Raisely in an iframe. (NB: You'll likely want to use the iframe version of the donation form not the full donation page. The URL for the iframe widget is available from Raisely's Dashboard > Settings > Developers > Iframe Embeds and use the url that's shown in that code. You can also append "/embed/" to the end of the URL for your donation page. Note that the URL won't work correctly without the trailing /. If you want to combine that URL with the variables, it will look like: https://controlshifttest.raisely.com/embed/?petition={{petition.slug}}
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