How to Create a Panorama Campaign – FrontStream

Let’s Learn

What is a Campaign?
How to Create a Campaign
Choosing a Template
Establishing a Theme
Customizing Your Campaign Pages
- Campaign Page
- Donation Pop Up Page
- Campaign Ended Page
Sharing Your Campaign
Reporting and Best Practices

What is a Campaign?

A campaign is a custom landing page for a time-based fundraising initiative, appeal, or crowdfunding campaign. The design can be customized to match the look and feel of your website. You can set a fundraising goal, display a progress bar, and countdown on your page. With Panorama Campaigns, you can have unlimited campaigns and build each page your way.

How to Create a Campaign

To begin building and customizing your campaign, please sign in to your Panorama account.

Once signed in, you will be directed to your Panorama dashboard.

Step 1: Start by selecting Create Project

Step 2: Select the Create Campaign button

Step 3: Set your project name, project URL, description, goal, campaign start, and end date.

Helpful Tips!

The Project URL will automatically default to your Project Name, which you are able to alter if you would like. If for any reason the Project URL you entered is not available this field will be outlined in red indicating that it is unavailable. If there is a green checkmark next to your Project URL this means that your URL is available and you can proceed.
Your Fundraising Goal and End Date can be changed at any time!
Campaigns with fundraising goals and Fundraising goal thermometers create a gamified experience for your donors and have the potential to help raise up to 35% more for your organization.

Once you have entered all the required information select Continue to proceed.

Step 4: You will then receive a pop-up confirming that your campaign has been created and you will be prompted to select a template.

Choosing a Template

There are three different page templates to choose from.

Below you can find examples of each template:

Banner and One Column

Banner and Two Columns

Two Columns

Helpful Tip!

You can update the template at any time by clicking on the Theming tab in the Event Builder Editor then clicking on Template > Change Template. Please keep in mind that if you have already made customizations to your Campaign page, those changes will be lost if you switch the template.

Establishing a Theme

Now it's time to customize your Campaign page and establish a theme!

To customize the look and feel of your campaign select the Theme icon located on the left-hand side of your screen. In this area, you can customize your page’s Text, Background, Header, Footer, Buttons, Form Elements, and Template layout.

Step 1: Select the drop-down next to Text to edit the font for your campaign's Headings, Subheadings, and Body Text in addition to the Font Color. You can also customize the color for any Links that you may include in your body text.

Helpful Hint!

It's important that you Save your work after you make any updates!

Step 2: Select the drop-down next to Background to choose a color for your Pages Background and Content Background. You also can upload a Background Image by selecting the Add Image button.

Step 3: Select the drop-down next to Header to enable or disable your campaign's Header, change the Background Color, enable or disable the Share Link, change the font and color for your Share Link, and upload your organization's logo.

Your Header will display at the top of your campaign page like the image below:

Step 4: Select the drop-down next to Footer to customize the Background Color and Text Color of your Footer.

Your Footer will display at the bottom of your campaign page like the image below:

Step 5: Select the drop-down next to Button to edit your Button Font, Text Color, and Background Color. You can also customize how your button reacts when you hover over it. For example, you can choose whether the button text and background color brighten or darken when you hover over it.

You can also choose from three different Button Corners:

Step 6: By selecting the drop-down next to Form Elements you will be able to further customize your Form Elements.

You can choose your Selected State Color and Selected State Font.

There are also three Field Outlines to choose from:

Round

Square

Underline

Step 7: Under Template, you can see your page's current template. Your Template was established during the early stages of setup, however, if you wish to change your page's template you can do that here by selecting Change Template.

Helpful Tip!

The Theme is set once and then applied across all the pages associated with your campaign!

Customizing Your Campaign Pages

There are three different pages associated with your Panorama Campaign:

Campaign Page
Donation Pop Up Pages
Campaign Ended Page

You can customize each page by selecting the Pages icon located in the upper left-hand corner.

Customizing the Campaign Page

This is the main page supporters will see when they navigate to your campaign.

Step 1: After selecting the Pages icon, select Campaign, then select the Content icon.

Step 2: If you have enabled a template that includes a Hero or banner image, in this section, you will be able to add an image to that column and customize the color of your progress bar.

Step 3: Below the Hero Image section, you can add additional content elements to your columns to further customize the look and feel of your campaign page.

Depending on what template you chose, Right Column editing may be enabled. To add content to your column select the drop-down next to the Right Column section.

By selecting you will have the option to add the following content:

Text: Click directly on the page to add your verbiage. You can also implement a background color.

Image Gallery: Add images to your column by selecting the Add Images option. You are able to add a title to your image by selecting the Settings Wheel next to the image of your choice. In this area, you can optionally change the background color that displays behind your images.

Sponsors: Upload your sponsor's logo by selecting Add Sponsors and you can associate a link with their logo image by selecting the gear icon. You can also implement a background color for this content element.

Fundraising Progress: Display a progress bar on your campaign by enabling this feature. This will display your fundraising goal to your supporters. In this area, you also have the ability to include a real-time countdown display and customize the color of your progress bar and the background color.

Video: Upload a video to your campaign by pasting your YouTube or Vimeo video URL into this area.

Social Share: Add a Social Share Widget to allow your supporters to further their support of your organization by sharing their contributions to their own personal Twitter and Facebook social media pages.

Helpful Tip! Click anywhere inside your social share content to edit what you want it to say and click Save in the upper right corner of the Event Builder to save your edits.

Donor Listing: Add a Donor Listing to display your campaign’s most recent donors. You can choose to display up to 100 of your most recent donors. You can also customize the background color of your donor listing.

Step 4: Depending on what template you chose, Section editing may be enabled. To add content to your Section select the drop-down next to the Section.

By selecting you will have the option to add Text, Image Gallery, Sponsor listings, Fundraising Progress (including a real-time countdown display and fundraising thermometer), Video, Social Sharing, and a Donor Listing.

Helpful Hint! You can set each section to display across the full, half, one-third, or two-thirds of the page. We encourage you to set and change the size of the sections until you get the combination displaying just right.

Customizing the Donation Pop Up Pages

Step 1: To edit the content on your Donation Page use the pages tab, click on Donate > Donation to bring up your Donation Pop-up page.

Here you will be prompted to establish your campaign’s donation settings.

Under Donation Amount, you can enable or disable:
- Donor Covers the Fees option
- Minimum donation amount
- Recurring Donations (monthly, quarterly or annually)
- Suggested Donation Amounts

Quick Tips!

Allow recurring donations must be enabled to use custom amounts for monthly donations.
When editing custom amounts, our system will always reorder the amounts to be lowest to highest.
Custom amount descriptions are the same for One Time and Recurring donations.
Custom amounts cannot be set lower than the minimum amount (if applicable).
The minimum amount cannot be set higher than the lowest custom amount (if applicable).

Under Tribute Giving, you can:
- Toggle Allow Tribute Donation on or off
- By turning on Tribute Giving, you will enable in honor or in memory donations
- You can also set tribute as the default

Step 2: Customize the Donor Details Page by navigating to the Pages icon select Donate > Details, then click on the Content tab.

In this area, you will be prompted to implement what information you want to collect from your donors.

Donor Information: Decide what information you want to capture from your donors such as title, middle name, address line 2, etc.

Contact Information: Here you can enable Phone Number to prompt your donors to provide their telephone number and enable or disable Donor Listing permissions.
- Helpful Hint! By enabling the Donor Listing, your donors will have to check the box to give permission for their name to be shown in your campaign’s donor listing.

Permission Questions: Here you can view the Permission Questions.

Matching Gifts: Maximize your revenue by allowing donors to indicate that their donations are eligible for a company match!

Custom Questions: In this area, you can create a new question, edit an existing question, remove, or delete a question that has never been answered.
- You can choose from a variety of question types:
  - Multilist (Multiple checkboxes can be selected)
  - Checkbox (Single Checkbox)
  - Radio Button
  - Date (dd/mm/yyyy)
  - Date (mm/dd/yyyy)
  - Dropdown List
  - Text Box (for answers that are only a few words)
  - Number
  - Currency
  - Text Area (for answers that might be a few sentences)

Quick Tips!

Once a custom question has been added it will appear on the campaign’s Donation Page and can be answered by donors.
Answers are captured in your campaign's Donation Report (and Giftworks Cloud donation details if applicable).
If you need to edit or remove a question, click on the Custom Questions section, then click on the Edit icon. Please note that if you are editing or removing a question that donors have already answered, it may cause reporting inaccuracies.

Step 3: View the Payment Information page by going to by navigating to the Pages icon select Donate > Payment.

Please note that you cannot make any edits or changes to this page.

Step 4: Customize the Thank You page by going to by navigating to the Pages icon select Donate > Thank You.

You also have the option to update the Section and Content Block background colors.

Click right on the page to make edits in real-time. Use the toolbar to customize the look and feel of your page.

To add content to your Thank You page select

You will then be prompted to add Text, Images, upload your Sponsor logos, enable the Fundraising Progress Bar, upload a Video, enable the Social Share Widget, or add a Donor Listing.

Be sure to save your changes by selecting the Save button located in the upper right-hand corner of your screen.

Customizing the Campaign Ended Page

Step 1: After selecting the Pages icon, select Campaign Ended, then select the Content icon.

Click right on the page to make edits in real-time. Use the toolbar to customize the look and feel of your page.

To add content to your Campaign Ended page select

Be sure to save your changes by selecting the Save button located in the upper right-hand corner of your screen.

Sharing Your Campaign

After you have finished customizing your campaign it is now time to Publish and Share your page.

Step 1: Publish your campaign by selecting the Publish button in the upper right-hand corner. Take time to review the live page and make a donation to test it all the way through. Go back to the Event Builder and make any changes.

Step 2: To share your campaign page, view the live version of your page, and select the Share button or the option to Share located in the upper right-hand corner of your screen.

You will see the option to share to Facebook or Twitter or copy the link to your campaign page.
You can link your campaign page to your organization’s website by adding the campaign page link to any CTA button. Simply copy the campaign page URL and provide it to your webmaster.

Reporting and Best Practices

To pull the Donation Report for your campaign select your campaign from the Active Projects list and select Donations.

You will then be able to see all the donors that donated to your campaign.

To view more detailed information about your donors in addition to answers to custom questions select the option to Export your report. For more information on reporting, how to manage your donors, and how to add offline donations click here.

Helpful Information! If you need to issue a refund to one of your supporters, please submit a refund request HERE. Be sure to provide us with the email address of the individual who made the transaction, the transaction amount, and the transaction date. This article outlines our refund policy and procedures for transactions made via Frontstream Global Fund.

To edit the high-level settings of your campaign after you have published it select your campaign from the Active Projects List then select Details.

Here you can edit your Project Name, Fundraising Goal, Start and End Dates, Expiration Date, and Description. By selecting the Email Template tab, you can make edits to your Donation Thank You Email.

You can edit your page anytime throughout your fundraising! To edit your campaign page’s content, select the Open Builder button located under the Dashboard or Details tabs.

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