How do I set up my Round-Up campaign?

To set up and connect your first Round Up campaign, follow these steps in the admin dashboard: 

Choose, name, and create your campaign

1. Startup brands, click Round-up under "My Campaigns" in the left bar.

Emerging and Scaling brands, click the + next to "My Campaigns" (because these plans have the option to create multiple of the same campaign type).

2. Select the Round-Up with Custom Donations campaign (Emerging and Scaling Brands only).

3. Give your campaign a name and click the Create button.

Important: You will have to click Create before you can continue configuring your campaign.

4. (Optional) Enable your campaign for Shopify Point of Sale (Emerging and Scaling Brands only)

If you're on the Emerging or Scaling Brands plan and want to offer your Custom Amount campaign in your physical store, simply check the box labeled "Campaign will be used in Point of Sale transactions" to make it available in the Shopify Point of Sale app. For instructions on setting up your campaign in the Shopify Point of Sale app, see this helpdesk article.

Please note: In compliance with CA AB488, only nonprofits that have granted explicit permission can be included in Point of Sale campaigns. This means selecting this option may limit the nonprofits available to you. Look for the "Permission Granted" indicator when choosing your nonprofits. For more information on CA AB488, see this article.

Choose the nonprofits you would like to support with your campaign

5. Click "Browse all nonprofits" under "Select nonprofits to support"

6. Search for your nonprofit or use the category filters to browse by giving category.

Click on the nonprofit(s) you’d like to add to your campaign. Once selected, they will be highlighted in pink and marked as “Selected.”

• Startup Brands can choose up to 2 nonprofits per campaign.

• Emerging and Scaling Brands can select up to 20 nonprofits.

When you're done, click the “Save nonprofits” button to continue.

7. Choose whether to let customers select a nonprofit to support.

By default, donations are split equally among the nonprofits you've added to your campaign.
To give customers the option to choose which nonprofit they’d like their purchase to support, check the box labeled “Allow customers to choose which nonprofit(s) to support.”

Customize your Round Up campaign behavior and appearance

8. (Optional) Select Custom Amount option (Emerging and Scaling Brands only)

Check this box if you'd like to give customers the option to enter a custom donation amount instead of just rounding up their purchase total.

9. (Optional) Enable donation matching

Boost your campaign’s impact by choosing to match your customers’ donations. You can even set a cap on the total amount you’ll match.

Donation matching has been shown to significantly increase engagement, drive sales, and raise average order value (AOV). Consider these powerful insights:

• 84% of donors say they’re more likely to give if matching is offered.

• 1 in 3 donors would give a larger amount when they know their donation will be matched.

• Simply mentioning donation matching in appeals can lead to a 71% increase in response rate and a 51% boost in average donation size.

Adding donation matching to your customers' online shopping experience not only strengthens customer loyalty but also reinforces your brand’s commitment to the causes your customers care about.

10. (Optional) Highlight your impact with the Impact Contributors Shelf (Emerging and Scaling Brands only)

11. Customize the appearance of your Round Up campaign widget

Tailor the look and message of your customer-facing widget to match your brand. You can edit the text to highlight your supported charities—for example: “Round-up to Defend Nature. Help the Environmental Defense Fund fight for climate and conservation solutions.”

You can also adjust the widget’s alignment and spacing on your store page.

Brands on the Emerging and Scaling plans have access to advanced styling options, including custom text, background, link, and button colors.

Connect your campaign and view it on your store!

12. Launch your campaign now or schedule it for later

Click “Connect Now” to launch your campaign immediately, or schedule specific start and end dates and times.

By default, the widget will automatically appear on your cart. If you’d like more control over its placement, or you're integrating it into a drawer cart, popup cart, or checkout, you can manually add it using the instructions provided in your dashboard.