Quick Start Guide with afrus.app

Everything you need to configure before starting with your first campaign

Written By Paula Torres (Administrator)

Updated at February 28th, 2022


This is your quick start guide on afrus.app

We help you configure your basic elements to start receiving donations



Before launching your first campaign make sure you have everything connected

  • Payment gateway configured in afrus

This step is always configured in the delivery of your afrus.app account, it is important to be able to process your donations and recurrences. If you want to know the list of payment gateways with which afrus.app works, consult here. See Article

  • Your tools connected to afrus

If you use other tools or platforms besides afrus.app, which will complement your fundraising exercise, they must be previously integrated with afrus. So, when you start with your first campaign, your data and donations will reach the intended platforms.

If you still do not have your platforms integrated, you can consult our integration manuals. See manuals

  • Analytics pre-configuration

You can connect your analytics, GTM and/or facebook platforms in order to monitor your tracking and fundraising metrics.
Measure, analyze and employ new strategies.

If you still do not have your platforms integrated, you can consult our integration manuals. See manuals



It's time to start!

Follow the steps in this checklist to set up your first campaign in afrus, with the elements that cannot be missing in your fundraising process with afrus:


1. Create your campaign in afrus

Before creating your form you must create your campaign in afrus, this will be the parent campaign that will host your form(s), whether for leads and/or donation.

To know how to create a campaign in afrus, consult the manual: See manual


2. Create your thank you page

Always activate the thank you page, this option that afrus offers you will appear seconds after the conversion in the afrus form, always thank your benefactors for their contribution.

To know how to create a thank you page, consult the manual: See manual


3. Create your custom fields

Create custom fields, before creating your form, to obtain additional data or information from your leads and/or donors. If you need to obtain additional data or information to your personal data you must create these fields

To create custom fields, see the following link. Watch now


4. Create your form (donation, lead, hybrid)

Create donation forms to receive unique or recurring contributions, create lead forms to receive only data from your prospects or volunteers, also create hybrid or Magic button forms.

To learn more about these options, see the following link. Watch now


5. Create your Autoresponders

Keep in touch with your donors or leads, we recommend activating the automatic responses for your unique successful and failed donations, also for your new subscriptions and registered and abandoned leads.

If you want to know how to activate your autoresponder, we invite you to consult the manual. See here


6. Create and send donation certificates.

Create, design and send donation certificates to your donors and partners, for each contribution they make to your organization, with the corresponding data of the donor, campaign and value of the contribution.

If you want to know how to create and send your certificates, we invite you to consult the manual. See here


7. Send newsletter to your database.

Send communications, keep your database informed with your events, progress and testimonials. Design templates from scratch, use html or use predefined templates with the afrus Newsletter module.

If you want to know how to create and send a newsletter, consult the manual. See here


8. Configure and activate communication flows to your leads and donors.

Activate your Donor Journey, Lead Nurturing, support journey with the afrus sequence module. Configure your communication flows with different triggers and program actions according to the interaction of your leads and/or donors.

If you want to know how to configure and activate your communication flows, we invite you to consult the manual. See here


9. Turn on email notifications

Stay informed via email every time a new lead, single donor or recurring donor enters. By activating these notifications, afrus will notify you when a new lead registers in one of your forms or when a single or recurring donor makes the contribution through your donation forms.

If you want to know how to activate these notifications, consult the manual. See here




You can also check what they are

best practices for creating your form.




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