YCCUON Fundraiser Program: Step-by-Step Organizer Onboarding Guide
Welcome to the YCCUON onboarding guide. This resource is designed to help teachers, coaches, booster club officers, church representatives, and nonprofit coordinators set up and launch a successful savings pass campaign.
Interactive Document Index
How the YCCUON Fundraiser Program Works
The YCCUON Fundraiser Platform allows local organizations (schools, sport teams, music bands) to raise funds by selling digital and physical "Local Savings Passes". Supporters unlock card discounts from local merchants, and the organization receives the funding directly.
Before You Begin: Preparation Checklist
To help your onboarding go as smoothly as possible, gather the following items before starting the registration page:
- ✓ Fundraiser Campaign Logo / Mascot: A high-resolution graphic or photo (PNG or JPG format) representing your group or school.
- ✓ Campaign Story Description: A written pitch explaining what the funds will achieve (e.g. purchasing new sports uniforms, funding trip travels, or buying class resources).
- ✓ Gallery Photos: 3 to 5 clear action photos of your team, students, or organization members.
- ✓ Banking Information: The routing number and checking account number of the account where you want your fundraiser payouts deposited.
- ✓ EIN / Tax ID: The Federal Employer Identification Number belonging to your school, booster club, church, or non-profit organization.
- ✓ Authorized Representative Info: The legal name, home address, phone number, and date of birth of the primary representative setting up the Stripe account (required by federal banking verification laws).
The platform's core components are structured to onboarding organizers, connect banking systems, allow multi-participant roster invites, and track marketing metrics in real time.
Organizer Registration
Account setup, immediate database registration persistence, and Stripe Connect checking link.
Campaign Setup
Plan selection, campaign details form (logo/story), design payment, and unique URL generation.
SMS & Splits
SMS campaigns route supporters to checkouts. Stripe splits transactions 85/15 instantly.
Step 1: Account & Stripe Setup
Setting up your fundraiser account is a simple process. First, we will walk you through the details form and connect your Stripe payouts.
Step 1.1: Fill Out Account Credentials
Open the signup page and fill in your contact information, school/organization name, and choose a unique username and password. We immediately save your account details so you do not lose progress. If you are referred by a sales agent, enter their affiliate name or code. Click "Next → Stripe Setup" to save and continue.
Step 1.2: Connect Stripe Account
Next, the setup wizard will display a screen with a large "Connect with Stripe" button. Click this button to open the secure Stripe setup portal. You will fill out your banking credentials and tax configurations.
Stripe Setup Guidelines & Required Selections:
Please refer to the following guide when Stripe prompts you for your organizational structure:
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1. Business Type & Legal Structure:
- If you are a public school, school team, or official school club whose funds deposit directly into the school district central account, select "Government Entity".
- If you are a booster club (with 501(c)(3) status), church, PTA, or registered charity, select "Nonprofit Organization".
- If you are a teacher, coach, or parent setting this up personally, select "Individual / Sole Proprietor".
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2. Legal Entity Name:
Enter the exact name of the organization associated with your bank checking account. For example, use "Greenwood Tigers Athletics Booster Club Inc" rather than simply "Greenwood Boosters". It must match your bank records exactly.
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3. Employer Identification Number (EIN):
Provide your 9-digit federal Employer Identification Number. School clubs should ask their central treasurer for the school district central EIN. Booster clubs and PTAs should use their specific club EIN. Individuals can use their Social Security Number (SSN).
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4. Industry Classification Code:
When Stripe prompts you to classify your business category, select "Elementary and Secondary Schools" (if representing a school or school team) or **"Charitable Organizations"** / **"Civic and Social Associations"** (if a booster club, church, or community group).
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5. Authorized Representative (Principal Controller):
Banking regulations require Stripe to verify the identity of the person completing the application. You must enter your legal name, date of birth, phone, home address (P.O. Boxes are not accepted), and Social Security Number (SSN). Stripe uses this solely for KYC legal verification; it will not run a credit check.
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6. Bank Checking Routing & Account Numbers:
Enter the credentials of the checking account where fundraising revenue will deposit. Make sure to double-check these to avoid payout delays.
Step 1.3: Registration Successful
Once Stripe Connect is successfully authorized, you will automatically be redirected back to the platform's successful validation screen. Click the green "Setup Campaign & Fees Info →" button to proceed to the campaign design setup wizard.
Step 2: Set Up Your Storefront
Now, you will configure your campaign design wizard. First, select the plan that fits your campaign structure:
1. Single Fundraiser
A standalone campaign running a single storefront (such as a local sport team or band seeking specific equipment).
2. Fundraiser Organization
A nested institution structure hosting multiple registered participants (e.g. school rosters, class divisions).
Campaign Design Setup Plans
To build a tailored campaign, you will select between two design configuration plans:
Basic Fundraiser Plan ($100.00 Design Fee)
Standard campaign page layout, standard local merchant card discounts setup.
Basic Plus Plan ($150.00 Design Fee)
Priority designer customization, premium styled header and team logos layout.
Campaign Creation Form Fields
- • Campaign Name: The public name of your page.
Example: "Springfield High School Band Mascot Savings Pass Campaign 2026" - • Campaign Logo: Upload your official MASCOT or logo graphic.
- • Campaign Story: Describe why you are raising funds.
Example: "We are raising funds to buy new uniforms and cover travel expenses for our school band's annual state competition. Your purchase of a local savings pass directly supports our students and unlocks amazing discounts at 20+ local restaurants and merchants!" - • Gallery Images: Upload multiple action photos of your team, club practice, or community event.
- • Notes for Designer: Specific color and styling requests for our web design team.
Example: "Please use our school colors (Emerald Green and Gold) for the page headers. We would like our tiger mascot logo displayed prominently at the top of the page. Please include the group photo of the band members in the center gallery."
Setup Billing & Launch
Once the details form is submitted, click "Pay & Launch Campaign". This opens the billing checkouts page to settle the one-time design setup fee. Once processed, your campaign details are sent to our graphics design team.
Campaign Design Validation & Launch
Our design team reviews your text, publishes your page, and emails you a unique campaign link to share with supporters. Supporters visit this page to purchase saving passes.
Step 3: Managing Your Roster
Under the Fundraiser Organization track, the portal activates multi-participant structure setups. A comprehensive administrator dashboard allows the organizer to manage roster invitations, track individual scores, review texts sent, and audit donation distributions.
Organization Dashboard Modules
Log in to your dashboard to access these modules:
Administrative Roster and Stats Dashboard Panels
Participant Registration & Approval Flow
Roster members (students or players) register under your campaign page using the mobile signup link. They fill out their details and click submit. You will approve their account in your dashboard before they can start adding supporters.
Step 4: Adding Your Supporters
Once authorized, the participant logs in to their dashboard. To build outreach messaging target directories, participants populate their supporter lists:
Option A: Single Manual Entry
Participants add individual sponsors by submitting their name and cell phone number inside the panel form.
Option B: Bulk CSV Upload
Participants upload standard spreadsheets containing multiple supporter phone numbers to add multiple contacts instantly.
Step 5: SMS Outreach & Payouts
Once the supporter contact list is added, you are ready to start. The system sends out automated marketing text messages containing the participant's unique storefront link.
SMS Dispatch Queue & Delivery Logs
Donor Checkout Flow
Supporters click the link in their text message to view your storefront. They can purchase saving passes or make a direct donation. They can choose standard, monthly, or annual subscription payment structures.
Stripe Connect Split Payout Architecture
Stripe automatically sends 85% of each savings pass sale directly to your bank account, and 15% is kept as a platform service fee to cover technical operations.
Real-time Metrics Tracking
Each donation is tracked dynamically. Individual participants can view transaction logs credited to their unique URL inside their personal dashboard, while the fundraiser organization dashboard aggregates all analytics for clean program bookkeeping.