Help Center

Setup guides, walkthroughs, and answers for every ScanRaise feature. For account-specific questions, email support@scanraise.com.

Getting Started

From sign-up to your first donation in under 10 minutes.

  1. Sign up at /start. Pick your organization type (PTA, school, church, sports, etc.) and enter the basics.
  2. Create your first campaign. Pick a supported mode: Native (payments go to your connected Stripe account), Passthrough (link to your existing donation page), or Platform (ScanRaise collects for your organization).
  3. Add or import participants from the campaign dashboard. Participants do not sign themselves up today. The organizer types names, pastes a roster, uploads a CSV, or uses an enabled roster integration. Each participant then receives a unique fundraiser code.
  4. Preview one fundraiser page and confirm that the campaign, participant display name, and goal are correct.
  5. Generate QR cards. Each fundraiser (a person, group, or class) gets a unique QR code.
  6. Test one scan, then share or print the QR cards. Donors scan, give in 30 seconds, and you get notified.
  7. For native campaigns, connect Stripe so donations follow your Stripe payout schedule. See Stripe Connect Setup. Platform campaigns use the payout process described in Campaign Setup.

Detailed FAQ: Getting Started FAQ

Campaign Setup

Campaigns are your fundraising containers. Each has groups (grades, classes, teams), fundraisers (individuals), and a goal.

Choose a campaign mode

  • Native: ScanRaise processes payments via your Stripe Connect account. 2.5% platform fee. Stripe holds the first payout 7 to 14 business days while a brand-new Connect account is verified, then funds settle to your bank on a rolling 2-business-day schedule.
  • Passthrough: QR links to your existing donation page (Givebutter, GoFundMe, etc.). No payment processing on our end.
  • Platform: We collect on your behalf via our Stripe account. Useful for orgs without their own Stripe.

More: Campaign Management FAQ

Class Goals & Battle Bars updated

Set a per-class (or squad, den, ward, company) fundraising goal so two groups can race head to head with live progress bars and crown / flame badges.

Set a class goal

  1. From your campaign page /orgs/<id>, find the class head row (e.g. "Mrs. Anderson 6th Grade").
  2. Click the pencil icon next to the class name to open the Edit Class modal.
  3. Enter the class name, leader name, leader email, and Class goal in dollars.
  4. Save. The class head row immediately renders an animated progress bar.
Labels adapt to your org type. A sports campaign opens "Edit squad / Squad goal" instead of "Edit class". A scout campaign opens "Edit den". A political campaign opens "Edit ward". The data layer is the same; the vocabulary follows what your people actually call themselves.

How the head-to-head badges work

When two or more classes in the same campaign each have a goal set, ScanRaise auto-renders comparison badges:

  • Gold crown on the leading class.
  • Red flame with "$X behind" on classes catching up.
  • Lightning bolt (TIED) when the leaders are even.
  • Trophy + green bar when a class hits its goal.
Tip: Class goals are independent of the overall campaign goal. You can set a campaign goal of $5,000 for the whole school plus per-class goals of $2,500 each. The bars track separately.

Clear a class goal

Open the Edit Class modal, blank out the goal field, save. The progress bar and crown / flame badges disappear. The class still tracks its raised total in the leaderboard; it just doesn't display a goal.

League Battle (multi-org) new

Two or more organizations racing each other in the same district / association / council. Each org keeps its own class-vs-class battle running internally; the league shows the orgs themselves competing at a higher level.

The three nested layers

  • Class race (within one org): Mrs. Anderson's 6th vs Mr. Brooks's 6th, both in Greenwood PTA. Already shipped above.
  • Org race (within one league): Greenwood PTA vs Maplebrook PTA vs Westlake PTA, all in the Maple Valley Council. This page.
  • (Optional) league-wide goal: $50,000 across the whole council, with a top-of-page progress bar.

Who this is for

  • School districts running coordinated PTA / PTO drives.
  • Sports leagues / associations (Little League, Pop Warner, soccer clubs) running a season-end fundraiser across every team.
  • Scout councils running multi-troop popcorn replacements.
  • Fire-department mutual-aid groups running boot drive season together.
  • Diocese / synod / conference running multi-congregation building-fund drives.

How the ranking works

Two modes, picked automatically:

  • Raw dollars (default, when at least one org has no goal): orgs are ranked by total raised. Leader gets the gold crown, others show "$X behind" in red flame.
  • Progress % (when every org in the league has a goal): a small school that hits 100% of its goal beats a big school stuck at 25%. This is the "fairest" mode for mixed-size leagues.

Badges:

  • Gold crown: rank 1.
  • Red flame & "$X behind": rank 2+ in raw-dollar mode.
  • Lightning bolt (Tied): all orgs equal.
  • Green trophy (Goal hit!): any org whose raised total exceeds its per-org goal, regardless of rank.

Set up a league

  1. Email support@scanraise.com with the league name and the orgs you want included.
  2. We provision the league and grant your email league-admin rights.
  3. Open admin.scanraise.com/leagues. Click Edit on your league.
  4. Set the league name, optional tagline, optional league-wide goal, and toggle Competitive mode + Publicly visible when you're ready to share the URL.
  5. Click + Add org to bring more orgs into the league. Set per-org goals via Set goal on each member row.
  6. Share the league's public URL (looks like scanraise.com/league/your-league-name). The page auto-refreshes every 30 seconds. Press F for fullscreen at events.

Public visibility

Until you flip Publicly visible on, the league URL returns 404 to anyone who isn't a league admin. Use this to dial in goals + memberships before launching. Admins always see the standings preview at admin.scanraise.com/leagues.

Tip: A league-wide goal isn't required. If you only set per-org goals, the league page hides the top-of-page bar and shows just the standings. Useful when each org runs its own drive but you still want a public scoreboard.

QR Codes & Cards updated

Each fundraiser gets a unique short code that maps to a QR. Print on cards, posters, programs, or anywhere physical.

  • Generate QR cards as a single PDF: every fundraiser, ready to print.
  • Re-print individual cards as needed.
  • Each card prints the donate URL (scanraise.com/d/<short_code>) under the QR so anyone who can't scan can type or copy the link.
  • Custom branding: org logo, colors, slogan all imprint on the card (see Org Branding & Logo).
  • QR URLs stay stable while the campaign remains active and accepting donations. Generate new cards when you start a new campaign.

The donate URL on every card

Below the QR, every card prints the same short URL the QR encodes (scanraise.com/d/GHCAA4GM, for example). Two reasons:

  • Backup for non-scanners. Some grandparents won't get the camera focus right. They can type the URL into a browser instead.
  • Shareable. Families can text the URL to a friend, paste it in a Facebook post, or read it out at a community event. Same destination as the QR.

Cards per page (1up / 2up / 4up)

Next to every Download printable QR cards link, you'll see a picker for how many cards print per letter page:

  • 1 per page. One full 5.5" × 8.5" portrait card per letter page. Best for individual handout cards or a high-impact program insert.
  • 2 per page. Two landscape cards stacked on a letter page. Best when you want each card to still feel substantial but use half the paper.
  • 4 per page. Four card-stock-sized cards in a 2×2 grid. Best for high-volume printing; a class of 25 fits on 7 sheets.

Your choice is remembered across pages and across campaigns. If your last page doesn't fill up (a class of 5 in 4up = 2 pages, second page has 1 card + 3 blanks), the unused slots print clean white instead of leftover template artwork.

Sharing a class's donate URL fast

From your dashboard, expand any class. Each fundraiser inside shows its scanraise.com/d/... URL with a Copy link button and Open ↗ link right there. Use this to email a teacher their class's donation URL without having to drill into the class detail screen.

Detailed FAQ: QR Codes FAQ

Org Branding & Logo new

Upload your logo once and it imprints on every QR card and donation page automatically.

Upload a logo

  1. Open Org Settings from your dashboard (/orgs/<id>/settings).
  2. Find the Logo section near the top.
  3. Click Upload logo and pick a PNG, JPG, GIF, or WebP file (1 MB max). You'll see an 80×80 thumbnail preview.
  4. Click Save. The logo lands on B2 storage with a public URL and is wired into your org record.

Where the logo appears

  • Top of every printed QR card (in the 241×120 logo slot).
  • Header of your public donation pages.
  • Email receipts (when EmailKit picks up your BrandConfig).

Already have a public URL?

If your logo is hosted elsewhere already (a school website, a shared drive with a public link, etc.), expand Or paste a public URL instead in the same Logo section and paste the URL. Either path sets the same field, so they're interchangeable. The uploader is the path of least resistance for first-timers.

Sizing: any aspect ratio works. ScanRaise renders the logo with object-fit: contain so it never stretches. For best results on the QR card, aim for ~600×300 with transparent background.

Donations & Payments

ScanRaise charges a 2.5% platform fee with no setup fee or monthly minimum. Stripe's payment processing fee applies separately.

  • Donation confirmations are emailed automatically. They include the organization's EIN when provided and explain that deductibility depends on the organization and transaction.
  • Recurring donations use configured monthly or annual tiers. Donors can recover a signed management link by email to update payment, change the amount within the same interval, or cancel at period end.
  • Refunds: connected-account organizers issue refunds from their Stripe Dashboard. Stripe processing fees are non-refundable. The ScanRaise platform fee is non-refundable for routine donor refunds and is returned for duplicate or unauthorized charges.
  • Custom amounts: up to $2,500 per transaction.

Detailed FAQ: Payments FAQ

Recurring giving

Organizations can offer configured monthly or annual tiers on the giving page.

  • Configure named tiers, amounts, and a monthly or annual billing interval in the organizer giving manager.
  • Donors select one active tier from the Monthly or Yearly view and complete subscription Checkout with Stripe.
  • Donors recover a signed management link by email to change an amount, update payment, or cancel at period end.
  • Invoice retries and billing messages follow the connected Stripe account's billing settings.

Broadcast Email & Social

Draft one campaign update, choose an audience, and send it by email or publish it through an eligible connected social account.

  1. Open Broadcast from your organization page and choose the campaign the message supports.
  2. Select a donor list or segment. Email sends are limited to 500 recipients at a time. For a larger audience, split it into supported segments or email support@scanraise.com before sending.
  3. Write the email subject and message. Save a draft if it is not ready to send.
  4. Select the channels. Email requires an active list. Facebook, Instagram, and Bluesky require the corresponding account to be connected in organization settings.
  5. Review the audience and channels, then send or publish. A provider error means the message was not confirmed on that channel. Reconnect an expired social account or correct the reported error before retrying.
  6. Review sent and failed counts, opens, clicks, and donations attributed to the campaign link where those measurements are available.

Every campaign email includes an unsubscribe link, and future sends must exclude recipients whose opt-out request was successfully applied.

Donor CRM

Completed donations, confirmed event tickets, and paid store orders, rolled up by email.

  • Search by name or email; filter by date range, amount, or recurring-only status.
  • Add manual tags and admin notes for stewardship reminders. Tags do not filter email audiences.
  • Export the current search and supported filters to CSV for mail merges, board reports, or import into another tool.
  • Donor tier auto-recompute uses completed donation lifetime giving only; configured tiers assign from those donation totals.

Community campaigns are not available

ScanRaise does not create community campaigns for outside beneficiaries. Use a native campaign with Stripe Connect when your organization receives the funds, or use passthrough when the intended cause already has a donation page.

Auctions updated

Run silent auctions inline with your campaign. Bidders enter on your fundraiser page, you collect at close.

Set up an auction item

  1. From the campaign admin, open Auctions.
  2. Click + New item.
  3. Enter: name, description, starting bid, optional reserve price, optional buy-now price, close time, image URL.

Reserve price (new)

If a reserve is set, the auction does NOT auto-award if bids stay below the reserve. You decide whether to award anyway, re-list, or cancel. Reserves are private to the org admin and never shown to bidders.

Buy now

If set, a bidder can end the auction immediately by paying the buy-now amount. Once paid, no further bids accepted.

Detailed FAQ: Auctions FAQ

Raffles

Publish one in-person ticket price or offer free online entry, then have an organizer run the one-winner draw.

  • Add a name, description, image, one ticket price, optional ticket limit, and draw time.
  • Paid online sales are unavailable. The organizer can handle paid ticket sales in person, or offer free online entry.
  • An organizer starts the drawing. ScanRaise selects one confirmed entry and emails the recorded winner.
  • Some states regulate raffles. Check your local laws before running one.

Detailed FAQ: Raffles FAQ

Peer-to-Peer (P2P) Fundraisers

Each individual creates their own page, sets a personal goal, shares with their network. Great for athons and personal fundraising drives.

  1. From the campaign admin, enable P2P mode.
  2. Each fundraiser opens the campaign invite at /p2p/create/{campaign-id} and customizes their page (photo, story, goal).
  3. They share a personalized link. All donations roll up to the parent campaign total.
  4. Leaderboard auto-ranks fundraisers by total raised.

Detailed FAQ: P2P FAQ

Athons (walk-a-thon, run-a-thon, swim-a-thon, read-a-thon)

Donors pledge per unit, authorize a maximum, and securely save a card with Stripe without a charge at pledge time. After the organizer finalizes eligible activity, ScanRaise attempts the final per-unit charge up to that maximum. Failed or authentication-required charges remain visible and provide a secure card recovery path.

Tracking modes

  • GPS: phone tracks distance during a walk or run. Verified vs. impossible speeds, teleports.
  • Step counter: phone accelerometer counts steps. Pace verified, replay attacks blocked.
  • Timer: tracks active screen time. Used for read-a-thons, study-a-thons.
  • Organizer review: when a sensor fails or a campaign uses a reviewed count, an organizer records the result in Athon Manager.
  • Manual entry: available to participants in manual-unit campaigns. For a sensor failure, an organizer can record a reviewed result in Athon Manager.

Detailed FAQ: Phone browser activity tracking FAQ

Phone Browser Tracking and Fitbit Imports

Phone browser GPS and the phone step counter remain the primary paths. Fitbit is an optional participant-controlled import for supported distance and step campaigns.

For participants

  1. Open the private participant tracker link on a phone.
  2. Use the tracking mode selected for the campaign, such as GPS distance or the step counter.
  3. Grant location or motion permission when the browser asks.
  4. Tap Start and keep the tracking page active for the session.
  5. Stop and submit the result for campaign review.
No app to install. GPS distance tracking and the step counter run in the participant's phone browser.

Import a Fitbit daily summary

  1. Open the private participant tracker for a supported distance or step campaign.
  2. Choose Connect Fitbit and approve the requested access.
  3. Select the day to import.
  4. Review the daily summary of steps, distance, and active minutes.
  5. Choose whether to import that reviewed summary into the campaign.

Participants can optionally connect Fitbit, select a day, review the daily summary of steps, distance, and active minutes, and choose whether to import it. Each import requires this participant action.

Detailed FAQ: Activity tracking FAQ

Scavenger Hunts

Multi-stop hunts with QR waypoints. Participants check in at each stop, learn something, donate at the end.

  • Create waypoints with a title, description, GPS coordinates, and an optional secret code.
  • Participants scan a starting QR, then visit each waypoint in order (or any order, your choice).
  • Optional: donor pledges per waypoint completed.

Event Ticketing

Sell tickets, scan at the door, track attendance. Each ticket gets a signed QR token.

  • Create event with name, date, venue, ticket types (general, VIP, etc.).
  • Buyers receive an email with a QR ticket. Scan at check-in to verify.
  • Check-in by ID + email fallback if QR is unreadable.
  • Forged QR tokens are rejected (server-side HMAC verification).

Detailed FAQ: Event Ticketing FAQ

Merchandise Store

Sell configured merchandise with inventory controls, shipping details, tax calculation, and organizer order management.

  • Product creation and editing currently use the authenticated organizer API. The browser manager covers orders, not product authoring.
  • Buyers select product options, enter shipping details, and check out with Stripe.
  • Inventory decrements atomically; race conditions can't oversell.
  • Buyers receive placed, shipped, and delivered emails. A refund updates the order record, but no automated refund email is currently sent.

Detailed FAQ: Store FAQ

Text-to-Give (SMS) new

Donors text a keyword to (833) 991-9251 to request the matching payment link. ScanRaise sends one reply. No app or account is needed to request the link.

Set up a keyword

  1. Open your Org Settings page (gear icon on your dashboard) and scroll to Text-to-Give Keyword.
  2. Pick a keyword (3-30 chars, A-Z 0-9). Has to be globally unique across ScanRaise.
  3. Save. Test by texting the keyword to (833) 991-9251.
Carrier compliance: Text-to-give runs on StanHattie LLC's dedicated toll-free number, (833) 991-9251, and uses carrier toll-free verification to support delivery. Carrier filtering or delays can still occur. Donors can reply STOP to opt out or HELP for help at any time; message and data rates may apply. Donor-facing program details live at scanraise.com/text-to-give.

Live Page new

A public projector-friendly page that shows real-time donations and activity for your campaign. Use at events, on stage, in the cafeteria.

  • Visit /live/{campaign-slug}.
  • Auto-refreshes every 5 seconds while healthy and retries after 30 seconds if the connection fails.
  • Shows: total raised, top fundraisers, recent donors, pacing, optional QR code overlay.
  • Customize donor display (name only, name + amount, anonymous-friendly).

Microsoft 365 SSO new

Schools and districts that run on Microsoft 365 / Entra ID can sign their staff in with their work account.

Setup (district admin)

  1. Email support@scanraise.com with your tenant ID and domain.
  2. We'll add ScanRaise to your tenant as an enterprise app and enable user assignment.
  3. Your staff visit /login → click Sign in with Microsoft → use their work account → done.

We use cert-based authentication (RS256 client_assertion JWT) so there are no client secrets to rotate. The cert is good for 10 years.

Clever Library & Roster Import updated

Clever sign-in and roster import are built for enabled accounts. Availability in a school's Clever portal depends on the current Clever Library listing and any required provider or district approval. Contact support@scanraise.com to confirm availability for your school before rollout.

Sign in

  1. From your Clever portal, search "ScanRaise" in the Library and tap Install (once the Library listing is live). Or any time, go directly to /loginLog in with Clever.
  2. Approve the data-sharing consent (we read your basic profile and the classes you teach).
  3. You land in your ScanRaise dashboard.

One-tap roster import

Once you're signed in with Clever, the New Class wizard at /orgs/<id>/groups/new shows a third tab: Import from Clever.

  1. Click the Import from Clever tab. ScanRaise pulls your sections from Clever's API.
  2. Each section appears as a row with a checkbox, an editable name (defaults to Clever's section name), and a count of students.
  3. Uncheck any sections you don't want to import. Rename any if you'd like.
  4. Click Import N sections. ScanRaise creates a Group + a Fundraiser per student in one transaction.

What we collect

The Clever import formats each student as first name + last initial and does not import the student's email. The import is opt-in per section, so the teacher controls which classes sync. Other manual or connected roster paths can accept the display name supplied by an organizer, so review every imported name before publishing participant pages. Caps: 50 sections per import, 200 students per section.

Token rotation: If your Clever access token gets rotated (e.g. you revoke and re-grant ScanRaise), the next import call detects the 401 and prompts you to re-authenticate with one click. Sections are never partially imported on a token failure.

Library access is teacher self-serve only where the listing is available. District-wide deployments via Clever Complete are not part of ScanRaise's current offering. Districts that need organization-wide rollouts can ask about ClassLink, Google for Education, or Microsoft 365 SSO.

District Management new

For provisioned district administrators: retrieve read-only fundraising totals and per-school breakdowns across linked organizations.

  • Retrieve linked organizations, total raised, campaign counts, and per-school breakdowns.
  • Export a district-wide CSV or JSON snapshot for the board / superintendent.
  • Single SSO login (Microsoft, Clever, or ClassLink) gates access.
  • Per-school admins still own their data; provisioned district access is read-only.

A self-serve district dashboard is not available. Campaign status and compliance audit logs are not part of the current district response.

Landing page: For Districts

Stripe Connect Setup

With a connected Stripe account, funds settle to your organization's bank according to Stripe's payout schedule and ScanRaise deducts its 2.5% platform fee. Approved organizations using platform collection receive monthly payouts by check or bank transfer.

  1. From your org settings, click Connect Stripe.
  2. Stripe walks you through identity verification (your EIN, bank account, signing officer).
  3. Once approved, you're set. Donations route directly to your bank.
Pro tip: Stripe verification can take 1-3 business days for non-profits. Start this BEFORE your first campaign launch.

Sign-In Options (Magic Link, Passkey, SSO)

No passwords. We support magic-link email, passkeys (Touch ID / Face ID / Windows Hello), and four SSO providers.

  • Magic link: enter your email, we send a one-time sign-in link. Default for first-time users.
  • Passkey (recommended after first sign-in): authorize your device's biometric to sign in instantly. Roams via iCloud Keychain or your password manager.
  • Microsoft / Clever / ClassLink / Google SSO: see sections above.

Still need help?

We aim to respond within 1 business day.

Email support@scanraise.com