A step-by-step guide to get your started
1
Set up your campaign
Log in to your CAF Donate account and go to Manage your online CAF Donate campaigns. Then choose:
- Create your main campaign – if this is your first campaign
- Add a new campaign – for additional campaigns. Remember, you must create your main campaign before adding any other.
Top tip: For additional campaigns, you can replicate and edit an existing one—just select the campaign from the drop-down menu and update the details, donation options or automated thank you message as needed.
2
Design your campaign page
1. Add charity details
Tick Yes to include your charity’s name and number.
2. Upload your logo
Use JPG, PNG or BMP format (230 x 128px, max 250KB). The logo will resize automatically for mobile.
3. Customise your brand look
- Choose primary and secondary colours using a hex code or colour palette
- Select button text colour (black or white)
Did you know?
You can preview your design live and see how it looks on desktop, tablet and mobile.
3
Provide campaign information
1. Label your campaign
- Add a unique campaign code (max 15 characters)
- Name your campaign (shown on your page and thank-you emails)
Note: You can’t change the campaign code after publishing.
2. Describe your campaign
Explain what your campaign is about and what you aim to achieve.
3. Enter your page URL
Link to the page on your website with more details.
4. Set a donation target (optional)
Display a target for appeals or projects.
5. Enable donation notifications
Choose to receive alerts for each donation. Full details are available in the CAF Donate reporting section the next day.
4
Set up single donations
1. Suggested amounts
Add donation amounts and descriptions to show impact.
Minimum single donation: £5 (GBP only).
2. Payment options
Offer debit/credit card and PayPal. CAF Account is included by default and cannot be removed.
5
Set up regular donations
Enable Direct Debit for recurring gifts.
1. Suggested amounts
Minimum Direct Debit: £2.
2. Payment frequency
Choose monthly, quarterly, half-yearly or annually.
Donors can select collection dates: 1st or 15th of the month.
6
Add a thank you message
You can set up an instant thank you to appear on your donors’ screen as soon as they have donated or set up an automated thank you email which will be sent to the donor.
On-screen thank you message:
- Headline (max 80 characters)
- Message (max 255 characters)
- Include a URL link to the page you would like to direct donors to after they have made a donation.
Thank-you email:
- Subject line (max 80 characters)
- Custom message to thank donors and let them know that their payment was successful.
- Include a telephone number so donors can contact you on for any queries they may have. Your email address will also be included in the thank you email - this is sourced from your charity profile and can be amended.
- Sign off with your charity name
Already set up your campaign?
Add your campaign donations form to your website to start accepting donations online. Follow our step by step guide to find out how.