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Fundlet End-to-End Walkthrough

A complete walkthrough of setting up a Shopify fundraiser with Fundlet — from creating a campaign to tracking sales and closing out.

Overview

This walkthrough covers everything in one go — creating a campaign, setting up your storefront, onboarding participants, and reviewing results. It's a great starting point if you're new to Fundlet, or a useful refresher before launching a new campaign.

Step 1: Create the Campaign

  1. Open Fundlet from your Shopify admin.
  2. Click New Campaign.
  3. Enter the campaign name, description, and upload a cover photo.
  4. Set your fundraising goal and payout structure (flat percentage or per-product amounts).
  5. Set a start and end date if you want the campaign time-limited.
  6. Click Save (the campaign stays in draft until you activate it).

Step 2: Set Up Your Storefront

  1. In the campaign, go to the Storefront tab.
  2. Link the campaign to a Shopify page or collection that will serve as the landing page.
  3. Open Online Store → Themes → Customize and add the Fundlet app blocks to the page template — the campaign header, goal progress bar, and product grid.
  4. Save the theme.
  5. Preview the page to make sure it looks right before going live.

Step 3: Add Participants

  1. Back in the campaign, go to the Participants tab.
  2. Click Add Participant and enter their name, email, and optionally a photo.
  3. Fundlet generates a unique shareable link for each participant automatically.
  4. Share each participant's link with them — when supporters visit via that link, the participant is credited for the sale.

For larger groups, use CSV upload to add many participants at once.

Step 4: Activate the Campaign

  1. Return to the campaign overview.
  2. Click Activate.
  3. The campaign is now live — the storefront is visible and participant links are active.

Step 5: Monitor Sales

During the campaign, check the dashboard to see:

Step 6: Close Out and Export

When the campaign ends:

  1. Set the campaign status to Closed (or let it expire automatically if you set an end date).
  2. Go to the Reports tab and export the CSV.
  3. The report includes every order, the participant it was attributed to, and any custom field responses.
  4. Use the report to calculate and distribute payouts to the organization.

For more detail on any of these steps, see the individual guides linked from the Learn page.