How to Run a Camp or Clinic on SuccessFund

The Plan tab is your built-in fundraising expert—powered by AI and informed by thousands of campaigns across the country. It helps you create a clear, actionable roadmap to make your fundraiser a success, without needing to hire a consultant or start from scratch.

🔍 What does it do?

The Plan tab guides you through a short series of questions, then builds a customized, editable plan tailored to your fundraiser. It's designed to be smart, simple, and strategic.

Your plan includes:

• A goal calculator based on your number of participants and fundraising target.
• Channel strategy based on the people, resources, and communication tools you already have access to.
• A dynamic to-do list with step-by-step tasks.
• Pre-written content like social media posts, email templates, thank-you notes, and reminder messages—timed for the best impact.
• Built-in timelines and recommendations, so you know what to do and when to do it.

✏️ Can I make changes?

Absolutely. The Plan tab isn’t rigid—it’s flexible and conversational.

• Want to tweak a post? You can edit anything directly.
• Want to change the tone or strategy? Just tell the AI what you want to do differently (e.g., "Make this more playful," or "Shorten this email").
• Need to rework the whole plan for a bigger team or different timeline? The Plan tab can instantly adjust.

💡 Why is this helpful?

Planning a fundraiser often means starting from zero. The Plan tab changes that.

Instead of wondering what to do next—or relying on outdated templates—you get a living, breathing plan based on real data and best practices from fundraisers like yours. Whether you're a first-timer or a seasoned organizer, it helps you stay focused, save time, and raise more.

💰 How much does it cost?

Nothing. The planning tool is 100% free for SuccessFund users.

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Yes! You can view your fundraiser results in real time by going to the Results tab of your campaign. The Results Summary page gives you a quick overview of how your campaign is doing, including total funds raised, number of supporters, and links to more detailed reports.

From the summary page, you can click into:

• Result Details – shows responses to any checkout questions you asked. If there are multiple questions, scroll to the right to view all answers.
• Payment Types – breaks down how payments were made (credit card, PayPal, Venmo, cash, etc.).
• Product Sales – lists how many of each product and variant were sold
• Payouts – shows the status of the funds and when you should expect to recieve the next payout

You can also use the Switch Report button inside any report view to move between sections.

If your campaign tracks student or group participation, you can find those rankings by going to the Leaderboard tab. That’s where you’ll see who’s bringing in the most supporters or donations.

All of these tools update in real time, so you can monitor your fundraiser’s progress as it happens.