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How to Create a Campaign Onboarding Form

Add a Fundlet onboarding form to your Shopify store so anyone can submit a new fundraiser campaign directly from your site.


Overview

A campaign onboarding form is useful if you want to generate new fundraiser leads from your site, or let organizers create their own campaign without you doing it manually in the app. It's just a block — you can add it to your homepage, or create a dedicated page for it.


Step 1: Add the Onboarding Form to Your Store

  1. Go to Online Store → Themes → Customize.
  2. Navigate to the page where you want the form — the homepage works, or create a dedicated "Start a Fundraiser" page.
  3. Click Add Section, go to Apps, and select Fundlet Onboarding Form.
  4. Configure the styling options — you can add an image alongside the form, adjust colors, and more.
  5. Hit Save.

Step 2: Someone Submits a Campaign

When a visitor fills out the form on your site, they walk through the same steps as creating a campaign inside the app — name, description, dates, photos, and more. On submission:


Step 3: Review and Activate in Fundlet

The submitted campaign appears in the Fundlet app under Campaigns, set to Draft by default — nothing goes live until you approve it. Open the draft, review the details, make any edits, and click Activate to publish the campaign.