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Getting Started

Let’s get started!

 

What do our customers say about our Seasonal Fundraising Program?

Ellyn, Langley BC

Purdys has been a wonderful partner for all our fundraising needs! They look after all the details, supply us with colourful promotional material and check often on our progress and how they might make things easier. I highly recommend Purdys Chocolatier for a deliciously effective way to raise money for your cause.


Now that you understand and have learned how simple, easy, and profitable the Purdys Seasonal Fundraising program is, you are now ready to get started. Register and create your own personalized webpage.

Register as a new Coordinator

If you think your school or organization has fundraised with us before, give us a call at 1.888.478.7397 ext. 1 and we can assist you with the account setup.

Step 1 – Go to fundraising.purdys.com.

Step 2 – To register as a coordinator, please select "Start a new Campaign" from the landing page OR click on the word register at the top righthand corner of the page .

Register as a new Coordinator

Step 3 – Fill in the details needed in the registration form:

  • Organization name
    • Note: this name will be used as the payee name for your profit cheque
  • Name of Coordinator
  • Phone number
  • Address
  • Email address
  • Your chosen password
    • Note: password must be at least 8 characters in length and include at least 1 lowercase, 1 uppercase, 1 number and 1 symbol

Step 4 – Click “Start a Campaign”.

Step 5 – Fill out a form with your campaign information.

Campaign name – the name of your fundraising project (Example: ABC SCHOOL Xmas's Fundraiser)

Welcome message – this space is for you to add details of your project – where the proceeds will be going to and how you will be using the funds you will raise. (Example: “We're raising funds to help purchase new outdoor classroom equipment.”)

Fundraising sales goal – This is your total sales goal for the campaign

Remember:

  • Campaign orders* between $100 and $499.99 get a 5% profit cheque
  • Campaign orders* between $500 and $749.99 get a 10% profit cheque
  • Campaign orders* between $750 and $999.99 get a 20% profit cheque
  • Campaign orders* above $1,000 get a 25% profit cheque

*before taxes and shipping charges

Step 6 – Fill out the shipping information form and choose your delivery window. The information you provide here will be used by our partner carriers to deliver your order. Please ensure that you have the most up-to-date information here.

Note: You can also choose to pick up your orders at the Purdys head office in Vancouver. Just check the corresponding checkbox to do so.

Register as a new Coordinator

Step 7 – Fill out the supporter pickup details. The information you type in here will be viewed by all your supporters when they order online. This will allow them to see when and where their orders will be ready for pickup.

The Supporter Pickup Date will automatically default to 2 days after the last date of your Delivery Window. Coordinators have the option to change this to 1 day after the Delivery Window. But please make sure you give yourself enough time to pick and pack your supporter’s orders.

Note: Your Supporter Pickup date will automatically default to 2 days after the delivery date. However, Coordinators have the option to change this date as long as the chosen date is one day or more after the last date of the delivery window.

Step 8Review Important Dates field – Dates are auto-populated based on the chosen delivery window dates and your shipping address. If you would like to change the dates in this section, update your delivery window.

Step 9 – Click create a campaign and you are now ready to start your fundraising sales!

If you experience any online registration issues, we are available by phone to assist you - 1.888.478.7397 Ext. 1

Returning Customers

Welcome back! We are happy to see you again. And surely you already know the drill. But here is a quick review just in case.

Step 1 – Please go to fundraising.purdys.com.

Step 2 – Click on “Sign in” on the top right corner of the page.

Returning Customers

IMPORTANT! To ensure that you are signed in under coordinator mode, please make sure that you are using the Customer number when signing in and not your email address.

Returning Customers

FEEL FREE TO CONTACT US IF YOU HAVE AN EXISTING ACCOUNT. Call us 1.888.478.7397 Ext. 1, our call centre is open from 8:00 am – 5:00 pm PST.

FORGOT YOUR CUSTOMER NUMBER? Call us 1.888.478.7397 Ext. 1 our call centre is open from 8:00 am – 5:00 pm PST.

FORGOT YOUR PASSWORD? Just click on the forgot password link and follow the prompts to create a new password.

Step 3 – Confirmation page – Read through the page that says you that you are signed in as the Coordinator of the account. Once you have made note of how to switch between Coordinator and Supporter mode in the website, click the X button to close the window.

Returning Customers

Step 4Click Start Campaign and fill out a form with your campaign information

Step 5Fill out the shipping information form and choose your delivery date window. The information you provide here will be used by our partner carriers to deliver your orders. Please ensure that you have the most accurate information here.

Note: you can also choose to Pick up your orders at the Purdys head office just check the corresponding box to do so.

Register as a new Coordinator

Step 6 – Fill out the supporter pickup information details. The information you type in here will be viewed by all your supporters when they order online. This will allow them to see when and where their orders will be ready for pick up.

Step 7Review Important Dates field – Dates are auto-populated based on the chosen delivery window dates and shipping address. If you would like to change the dates in this section, update your delivery window.

Step 8 – Click “Create a campaign” and you are now ready to start your group sales!


Switching roles

As Coordinator you can easily switch from a Coordinator to a Supporter role.

  • Coordinator mode – Allows you to see all functions and order information of your campaign. You can edit the campaign and change details like delivery address, delivery window, Fundraising goal and message.
  • Member mode - Allows supporters to have certain functions related to their orders and their supporters’ orders. Supporters are not able to access detailed campaign information.

To switch from Coordinator to Supporter, just simply click on the Switch Role button on the top right corner and then click on the correct option you want.

Switching Roles

How can my members register and support me?

What do our customers say about our Seasonal Fundraising Program?

Aimee, BC

I just wanted to thank you for a wonderful fundraiser! It was so easy for people to use and for us to organize all online. It was a hit for our little school, and it is appreciated. Plus, all the support with questions we had was great. Thanks again!


There are two ways to do so.

  1. Share Your Link – Simply share the link provided to you displayed on the Dashboard on your fundraising page. Your supporters can click on it, follow the steps needed and they will be joined automatically!
  2. Registering manually on the website.
    • Your supporters can simply the steps below:
      • Visit fundraising.purdys.com.
      • Click "SIGN IN" – if they have registered and ordered with us from the past OR
      • Click on "Join a Campaign" and then fill out the registration form.
        Members

        Note: You will need to provide your supporter with the customer number of your organization for them to complete their registration.

        Members Members

Once they’re done, your supporters simply click JOIN A CAMPAIGN, and they will be routed automatically to the webpage for your organization, and they can start ordering!

Another great way to maximize your fundraising profit is to set the Teams Feature. Our Teams Feature will be discussed in the following chapter.


Important Dates

Below is a list of the important dates to keep in mind:

Order Submission Deadline:

  • This is the last date you can submit your group order.
  • Please note: This date cannot be changed as it will affect the chosen delivery window.
  • The Fundraising Campaign Submission Deadline for Christmas 2021 is November 30th,2021.

Supporter Deadline:

  • This is the last day for your supporters to submit their orders and pay in full.
  • This deadline is one day before the Order Submission Deadline.

Delivery Window:

  • This is the estimated range of dates when your order will be delivered.
  • Your delivery window is calculated when you select a delivery date while creating a campaign online.
  • Please note that the orders are shipped in bulk and will have to be sorted before supporter pickup.

Member/Support Pick Up Date:

  • This is the date to communicate to your supporters when they can pick up their orders from you.
  • We recommend choosing at least 2 days after your last delivery window to allow yourself enough time to sort your campaign order.
  • Special Instructions can be added to specify the time/exact location (e.g. Pick up in the main office's parking lot between 4-8pm).

How do I promote my fundraising campaign and earn lots of profit?

What do our customers say about our Seasonal Fundraising Program?

Ellen, AB

Purdys has been a wonderful partner for all our fundraising needs! They look after all the details, supply us with colourful promotional material and check often on our progress and how they might make things easier. I highly recommend Purdys Chocolatier for a deliciously effective way to raise money for your cause.


Our job is to help you raise as much as possible for your cause. If you're a coordinator responsible for promoting your campaign, the key to success is to ask as many people as possible to help you. You can do this by sharing your unique campaign link from the dashboard with ALL your members.

It is essential to always include this link whenever you communicate with your members. It takes them to the registration page where they can join your campaign and shop for their favourite chocolates. Including your unique page link every time you write to your supporters is critical to sign up as many as possible and raise as much as possible.

Promote your link on social media to get more exposure. Don't forget to email your contacts or add your fundraising campaign link on your social media page.

  • Share fundraiser on your personal social media platforms - Facebook, Instagram, LinkedIn
  • Send it to your groups on WhatsApp, Telegram or any other messenger.
  • Share your fundraiser link in Facebook groups
  • Create a dedicated Facebook page about the fundraiser
  • Create Instagram stories and allow others to share the story
  • Post a professional update about your fundraiser through LinkedIn
  • Allow others to share your post
  • Create a specific hashtag for your fundraiser #FUNdraiseWithPurdys
  • Get your supporters to tag their chocolate in their social media post or story
  • Ask your supporters to share on all their social media platforms
  • Engage with those supporters who have shared their support
  • Reach out to your local media/newspaper and radio station and try to get your fundraiser featured
  • Try to advertise your fundraiser through local events happening in your community
  • Find creative ways to promote your fundraiser where people least expect it (wearing pins, on t-shirts and jerseys, or your car window)

Success tips:

  • State and highlight the goal of the fundraiser
  • Photos tell a story. Try to add photos of what you're fundraising, for example, the school playground.
  • Add to the school calendar, monthly newsletter on the front page and post with community news organizations, or local bulletins
  • Share your link and ask your supporters to share the link.
  • Try to get a local "hero" who could help promote your fundraiser.
  • Team up with local businesses to promote your fundraiser.
  • Send out weekly reminders about the fundraiser and delivery deadline to create a bit of urgency on why that specific date (for example, The order deadline date is December 23rd so the local shelter can celebrate Xmas with enough food and gifts)
  • Send out weekly updates on your campaign performance to your supporters to gain more traction on your fundraiser.
  • Utilize the Teams Feature and make it a friendly competition between classes, grades, dance teams, junior to senior teams
  • Share the unique link that the Coordinator has sent with all your friends and family members.
  • The length of a campaign depends on your goals and motivation. A fundraiser that runs 2 to 4 weeks can reach its goals and maintain enthusiasm.
  • It is important to have a specific beginning date and ending date for your fundraiser to help track records and keep the excitement high.

Other digital tools and support materials:

  • IMPORTANT: In the Physical copy of the catalog don’t forget to add your Customer number on the space provided (see page 2 of the catalogue)
  • Posters - use our posters with information about your fundraiser in high traffic locations such as hallways, in front of the school office, on the front door of your local grocery store, dance hall, gymnasium, skating rink
  • Advertise the poster on the school website and social media platforms
  • Send a link to the digital catalogues to friends, family, and colleagues
  • Share the launch letter
  • Top sales award certificate
PDF

Coordinator Success Guide

Download the PDF version.

Click here
Support Materials

Support Materials

Tools to Get Started.

Click here
FAQ

Coordinator’s FAQ

Other questions you may have about the program answered.

Click here
Next Steps

Next Steps

Suggestions for the next campaign.

Click here