To create a new cause, the admin will use the “Add New” menu item under either Kids or Projects on the left-side dashboard menu. Fill in the requested information and note the ID of the newly created Cause (it will be needed for the next step). After the Cause is created, the admin will need to create a new Fund (which is a Seamless Donations construct) for managing the donations to that Cause; the easiest way is using the +New menu item at the top of the dashboard window and select Fund. Enter the ID of the corresponding Cause in the
cfr_cause_id custom field shown in the
Fund_info meta-box and check No for “Display on donation form:” in the
Fund Settings meta-box.
After creating the new Cause, the admin will likely want to add images and text describing the Cause. Do this using the standard post editing tools.
It is also possible to add budget detail items using the Advanced Custom Fields plugin or just set a total fundraising goal. Setting a goal directly or as a sum of the budget items will allow the plugin to track progress towards the goal. Scroll towards the bottom of the page and there is an area entitled Detailed Budget Items. Use the Add Row button to add rows of details. Below that is the “Fundraising Info” meta-box that provides fundraising information to the plugin. Set the
cfr_currency to the currency of the goal or budget items, optionally add suggested giving levels, and set an end-date for fundraising if appropriate.