Step-by-Step Guide to Customise the Legal Documentation

All our campaigns have default texts for the Legal Terms, Privacy Policy, and Cookies Policy. In this article, you will learn how you can personalise these texts.

In the donation process, the donors must accept the Legal Terms and Privacy Policy before completing the payment details.

By clicking on the link within the "I have read and accept the legal terms and privacy policy", the donors will have access to the policies.

In addition, you can find links to the Legal Notice and Cookies Policy in the Footer of the campaign.

In order for you to be able to read the documentation, you would need to access it through the link.

If you click on it, a pop-up window will show where you can read the text.

Once you are done reading, click on the "Close" button placed in the bottom right and check the box.

The default texts have been checked by our Legal and IT departments.

However, in the case that you wish to customise them or add a translation, you can do this from your StockCrowd Account in Company > Legal Documentation.

Please do keep in mind that these texts are customised at an Organisation level, therefore you will have the same text over all your campaigns.

Once you are in the Legal Documentation section, you will be able to edit the following fields:

Within this section, you can modify the text that appears in the lower part of the Donation Box for donors to accept the Legal Notice and Privacy Policy.

Here, you can personalise the Legal Notice, Privacy Policy and Cookies Policy text

All you have to do is enter the texts in the corresponding text boxes.

Besides that, it is also possible to add styles to the texts with our text editor, such as bold text, italics, and code.

The translation of texts into other languages works the same way as other translations in the system, you have to add them in the flag.

Here is a small guide on the internationalisation of texts.

In order for the personalised texts to show, these will have to be activated.

In this section you can select different options that will allow you what you would like for donors to accept before doing their donations.

Customised texts can be edited without pausing the Campaign.

The texts will only be visible to donors if you select the option "Set customized Legal Terms and Privacy Policy text", located in Legal Documentation.

In this check box, you can choose whether it is mandatory or not that the donor agrees with the Legal Notice and Privacy Policy in order to complete the donation process.

To activate this option, tick the box "Require the acceptance of Legal Notice and Privacy Policy".

In addition to personalising the Policy, we can also add a check box to allow donors to agree to whether they would like to receive communications from your organisation.

To activate this option tick the box "Require acceptance for sending information".

Within Peer-to-Peer campaigns, you can also add a section where you will be able to set up:

These options will be customised by the organisation depending on what is needed before the Fundraiser creates a new campaign.