How to Run a Concession Stand on SuccessFund

Why this happens:
In-person transactions (using the mobile app and card reader) work differently from online checkouts. When a patron taps their card in person, the system records the payment amount but does not automatically collect names, emails, or checkout question responses like online checkout does.

How product and checkout questions work in-person:

• Product questions are always displayed automatically at checkout.
  • If the question is required, it must be answered before completing the purchase.
  • If the question is optional, you can leave it blank and still move forward.
  • To adjust whether a product question is required, log in on a web browser, go to the Products tab, click the individual product, and update the question setting.
• Checkout questions only appear automatically if you have marked them as required.
  • If they are optional, you can still fill them out (along with patron name, phone, or email) by tapping the Options button on the checkout screen and selecting Customer Details.
  • Special note about requiring Name: The name field is always considered optional. If you want the name to be required on every in-person transaction, you’ll need to add at least one required checkout question (any question). This triggers the name field to also become required.

Tip:

• If you add an email under Customer Details, the receipt will automatically be sent to the patron.

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SuccessFund makes it easy for volunteers to take payments, scan receipts, and manage orders—no login required. All they need is your campaign’s 6-digit Volunteer Code.

1. Ensure Your Campaign Is Live

Before volunteers can accept payments:

• Your campaign must be approved and live
• You must have products added to the campaign

2. Share the Volunteer Code

Each campaign has a unique 6-digit Volunteer Code that grants volunteers access.

To find and share it:

• From a web browser, open your campaign and go to the Collaborators tab
• Copy the Volunteer Code and share it with volunteers.‍
• Volunteers can also be added directly from the mobile app by someone already logged into the campaign. To do this: open the app, open the campaign, tap More (bottom right), then tap Add Volunteers.

When volunteers use the code, they’ll be prompted to enter their name, allowing you to track sales by individual.

You can expire a code at any time from the Collaborators tab. Volunteers who used it will immediately lose access.

3. Volunteers Download the App

Volunteers should download the SuccessFund mobile app on their personal device (or a school-provided one).
They can search for it in the app store, or scan the QR code on the back of the card reader to download it quickly.

4. Log In Using the Volunteer Code

On the app’s home screen, tap Have a Volunteer Code? and enter the 6-digit code. Volunteers will enter their name to get started.

This gives them secure access to:

• Take card, Venmo, and cash payments
• Scan and redeem receipts
• Look up orders

If your receipts don’t include QR codes, enable them:
From a browser, open your campaign → click Edit → go to Checkout → toggle on Include a scannable code in each transaction receipt.

5. Connect the Card Reader (if needed)

To pair a card reader:

• Open the campaign in the app
• Begin a card payment to trigger the reader connection

Once connected, the volunteer is ready to go.

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No, a mobile device can only connect to one card reader at a time to ensure each payment is processed correctly and to avoid order mix-ups. The Bluetooth connection between the device (iPad, Android tablet, iPhone, Android phone, etc.) and the reader works within a range of about 40 feet. If the device moves out of range, it will automatically search for a new reader, but only one can be paired at any time.

Running multiple card readers is a great way to speed up lines. Each person processing payments will need their own mobile device with the SuccessFund app and a card reader. Readers can be purchased at www.successfund.com/readers.

For those assisting without a card reader, Venmo payments can be accepted directly through the mobile app. You can also use the app to look up orders, scan receipts, or log cash transactions without needing a reader.

Redeeming items sold through SuccessFund, such as tickets, concessions, or swag, is easy using the SuccessFund mobile app. Here’s how:

1. Scan Receipts:
   • Log into the SuccessFund mobile app.
   • Open your campaign and click on Scan.
   • Scan the QR code on the patron’s receipt.
2. Look Up Orders:
   • If the patron doesn't have their receipt, click on Lookup Orders in the app.
   • Find their transaction by name or email.

In-Person Sales:
By default, products sold in-person are auto-redeemed. To change this setting:

• Go to your campaign page using a web browser.
• Click on Edit, then Checkout.
• From this page, you can also adjust the setting to display a redemption QR code on every receipt.

Online Redemption:

• From your campaign page, click on Results.
• Find the transaction and click on Edit to redeem the item.

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As of September 2025, SuccessFund has transitioned from the Zettle card reader to the SumUp card reader. The new SumUp reader includes added functionality and supports swipe payments—helpful for processing gift cards and older credit cards.

You can purchase a SuccessFund-supported card reader at successfund.com/readers.

To connect your SuccessFund card reader, follow these steps:

1. Download the SuccessFund App
   Install the SuccessFund app on your mobile device.
2. Log In
   Open the app and log in to view your campaigns.
   • If you’ve never logged into SuccessFund before, you can use a Volunteer Code to log in.
3. Connect the Card Reader
   The easiest way to connect your reader is by opening a campaign and initiating a payment. The app will automatically begin searching for nearby card readers.
4. Charge Your Reader
   Ensure your card reader is fully charged and powered on.
   • SumUp: press and hold the power button on the right side.
   • Zettle (legacy): press and hold the top power button.
5. Choose Your Reader Type
   When signing into the app, you may be asked which reader you have. To change your reader selection later:
   • Open the app
   • Select your campaign
   • Tap More (bottom right)
   • Tap Reset Card Reader Selection
6. Cancel a Payment (SumUp readers only)
   To cancel a payment in progress, press the power button on the right side of the SumUp card reader.
7. Update the App
   If you experience issues, make sure you are running the latest version of the SuccessFund mobile app.

ℹ️ Legacy Note (Zettle Readers)
Zettle readers are no longer being sold, but they are still supported in the SuccessFund app.

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SuccessFund applies a $1 fee for online transactions at checkout. For low-priced items, such as a single $1 purchase, this fee can seem disproportionate. To avoid this, we recommend selling these items in-person using a SuccessFund card reader when possible. In-person transactions using a card reader have discounted fees. A patron who's cart only totals $1 or $2 for example will see a 15 cent fee. This is especially relevant for school stores, concessions, ticket sales, etc.

Any campaign selling products can sell in-person using a card reader. Card readers can be purchased at https://www.successfund.com/readers

If you would like to view a complete discount schedule for in-person payments, request one from support@successfund.com

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Product delivery depends on how your campaign is set up.

If you're using a vendor, the vendor typically handles fulfillment directly. This might include shipping to the school, offering local pickup, or mailing items directly to supporters. The method will depend on the vendor’s agreement, which should be outlined during campaign setup.

If your group is managing fulfillment yourself — such as distributing items on campus or in classrooms — you’ll coordinate delivery. To help with this:

• Go to the Results tab and open the Result Details report. This report shows each transaction and includes detailed order information like supporter names, products purchased, variants (like size or flavor), and quantities.
• You can download this report as a CSV to create packing slips, delivery checklists, or class-by-class sort sheets.

The Product Sales report gives you a summary view — showing how much of each item you’ve sold overall. This is helpful for inventory planning and seeing which items were most popular.

If you’re running a fundraiser with one of SuccessFund’s integrated partners, fulfillment may happen automatically and digitally. If that’s the case, you’ll see a note in the campaign description outlining how items are delivered.

Also, if your fundraiser includes student participation, the Leaderboard tab is a great tool for fulfillment support. Each student has a unique link and can see which supporters donated or purchased through their link — helpful if they’re assisting with product delivery.

Note: If your campaign is donation-only and doesn’t include products, the Product Sales and Result Details reports may not display any fulfillment-related information.

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No. Transaction fees only apply when the payment is processed through SuccessFund. Logging payments made offline is free. Remember organizers and collaborators can log cash transactions using the SuccessFund mobile app as well making it easy to take cards or cash in person all at the same time.