Portal User Guide

Modified on Sat, 4 Jul at 4:54 PM

IMPORTANT – PLEASE READ

If your organisation has signed up for Toucan Cash only, any campaign you create in the Toucan Collect portal will automatically be configured for cash donations.

If you are using both Toucan Collect and Toucan Cash, you’ll need to specify the campaign type when creating a campaign. 

1. Logging In

^{Log in to the}^{Toucan Collect Panel}^{using your sign-up credentials.}

2. Merchant Dashboard

^{From the}^{Merchant Dashboard}^{, select}^{Toucan Collect}^{under the 'Toucan' heading.}

3. Create Campaign

^{Click on}^{'Create New Campaign'}^{to start setting up your campaign.}

4. Campaign Setup

^{Campaign Name}^{: Enter a name for your campaign (e.g., Cash Collection Tin 1).}
^{Active Toggle}^{: Ensure the toggle is set to green to activate the campaign.}
^{Campaign Description}^{: Provide a description for your campaign (this will appear in the app, but not on the Donation Page preview).}
^{Start and End Date:}^{Enter a start and date for the campaign if relevant.}

5. Branding

^Colors^{: Choose primary and secondary colors for your campaign. Use contrasting colors for better visibility.}
^Logo^{: Upload your organisation's logo.}
^Background^{: Upload a background image.}
^The^previewer^{will update as you make changes to help you visualise the final design.}
^Press^'Next'^.

6. Confirm

^{Review Confirmation Page}^{: Ensure all the campaign details are correct.}
^{Create New Campaign}^{: Once reviewed, click 'Create New Campaign' to save and finalise it.}

7. Sharing the Campaign

^{QR Code and Activation Link}^{: After creating the campaign, you can download the QR code and copy the activation link.}
^Sharing^{: These can be shared with your fundraisers, volunteers, and employees, who can then use them to join the campaign in the Toucan Collect app.}
^{Download the QR Code}^{: Click on the QR code to download it to your device. This file can be attached to emails or literature.}
^{Now that your campaign is saved, you can download the QR code and copy the Activation link to share with your fundraisers.}

8. How to Validate Your Campaign is Set Up for Cash

^{To confirm that your campaign is configured for}^{cash deposits}^{, go to the}^{main campaign summary page}^{within the Toucan Collect portal. From there, you’ll be able to clearly distinguish between}^Cash^and^Collect^campaigns.