Configure your online store

Sell items online, share pictures of your items and manage inventory

Step-by-Step Setup Guide

As you build your form, you can preview how it will look to your supporters on both mobile and desktop using the preview panel on the right side of the screen

  • Start in the "fundraising > "campaigns" section of your account and click on "+ new form" in the top right
  • Then, select the form type "online shop" to get started

1) Shop Title 

  • Enter your online store form title

    2) Customize Form Description

    • Add a detailed description of your store
    • Include key details like your store’s purpose, any important dates (launch, sales, deadlines), and highlight the types of items you’ll be selling.

    3) Form Design

    • In the color, banner and logo sections, you'll be able to customize the look of your form. 
    • The color section will allow you to customize the color scheme of your Zeffy form - the color selected will also be the color your e-tickets are generated in 
    • Upload your nonprofit's logo (it will appear in top left corner, next to your organization name) and then your banner (the main image of your form). 

    4) Configure items

    • Add different ticket types:
      • Indicate the ticket name in the Title section (e.g. General admission, day pass, family pass, etc.) 
      • Set a price for each item
      • Add descriptions for each item
      • upload an image of the item

    ⚠️ More options: Click "See more options" below each item for more options:

      • Set a total availability: if you have limited quantities of this ticket type, you can set an upper limit for that ticket type. 
      • Maximum purchase quantity: If you'd like to limit how many items can be purchased at once by each buyer, set a maximum purchase quantity

      • Early bird purchases: if you want to sell some of your tickets at early bird pricing, you can set a date on which this rate will no longer be available for sale. 

    5) Questions per item

    • In the 'Questions per item' section, you can collect information for each individual item purchased. Any questions added here will be asked once for every item bought. It's a great place to ask your buyers for their color or size preference, for example.
    • Choose response formats (single select, multiple choice, checkbox, etc.)
    • Set whether questions apply to all item types or specific ones
    • Make questions required if needed

    Question limits for multiple-choice questions

    For multiple-choice questions, you can set a limit on how many times each answer option can be selected. You can use this feature to indicate how many meal options, clothing sizes, or spots in activities are available, for example!

    To do this, choose multi-select or single-select as the question type. Then, click on "maximum choice limit" below the question.

    You can then enter the limit that corresponds to each multiple-choice answer in the field to the right. On the form, your buyers will be able to see how many of each selection are still available.

    Questions only for specific items

    You can click on "Ask for all ticket types" if you would like to ask the question for each item. You can also specify which item you want this question to be asked for.

    6) Collect Additional Donations

    • You can activate the option for buyers to add a donation to your organization and to generate a receipt for the additional donation if your account is configured to do so.

    7) Collect Buyer Information

    • Ask your buyers custom questions: These questions will be asked once per purchase. By default, the buyer will be asked for first and last name, Email, State/Province, and Country. 

    8) Add Discount Codes

    • Add discount codes with specific values and usage limits. 
      • "Uses limit per date": If you are hosting an event with multiple dates and times, the code can be used the number of times indicated for each event occurrence. If you are hosting a single date event, the "per date" specification does not apply.

    9) Customize your Thank You Email

    • When a buyer completes their purchase, they are sent a confirmation email with their e-ticket(s), transaction receipt and a thank you message which you can customize in your form editor.
    • Configure thank you emails with:
      • Custom subject line and content
      • Variables for personalization
      • Buttons linking to other forms/campaigns
      • Image attachments

    10) Advanced Settings

    • Add a campaign target thermometer to share your progress of your raffle sales
    • Enable check payments for amounts over $1,000
    • Set up notification emails for multiple team members
    • Enable form translation (Spanish for US, French for Canada)

    13) Share your online store

    Once your form configuration has been finalized and you're ready for it to be publicized, you'll be able to share it with your community. To learn how to share your form, consult the instructions here: Sharing your Zeffy form.