KapuLetu Logo

Get Started

  • Welcome
  • Account Setup
  • Your Workspace
  • First 5 Minutes

Treasury Workflows

  • Groups
  • Collections
  • Contributions & Inbox
  • Expenses
  • Reports & Analytics

Administration

  • WhatsApp Processing
  • Account & Security
SupportGo to App →
Campaigns
Creating A Campaign

Creating a Group

Step-by-step guide to setting up a new fundraising activity.

BeginnerTreasurer

Starting a new fundraising activity is simple. Follow these steps to set up your group and start tracking contributions.

1

Open the Groups Page

Click 'Groups' in the sidebar. Every group you collect money for lives here.

Guided steps for creating a group - Step 1
2

Start a New Group

Click the 'New Group' button. To keep related groups together, create a collection later and pick the groups that belong in it.

Guided steps for creating a group - Step 2
3

Fill Group Details

Give the group a name and description, then pick its type from the dropdown: 'Open contributions' (no target, any amount) or 'With a target' (enter the amount to track progress). Add payment instructions, and pick a deadline only if the group has one: it is the last day to contribute.

Guided steps for creating a group - Step 3
4

Create Group

After filling this information, click 'Create Group'.

Guided steps for creating a group - Step 4
5

Ready to Track

This will take you to the created group, which is now ready to start tracking the contributions of that fundraising activity.

Guided steps for creating a group - Step 5
Payment Instructions
Be clear with your payment instructions (e.g., M-Pesa Paybill, Till Number, or Bank Account). Members will see this when they want to contribute.
PreviousWhat is a Group?NextNavigating a Group