- Creating Your Campaign
- Setting the Theme
- Customizing Your Pages
- Creating a Custom Email Layout
- Publishing Your Campaign
- Promoting Your Campaign
- Familiarize Yourself with the Donor Experience
To host a great event, preparation is key! The following resources will ensure to set you up for success.
Creating Your Campaign
The easy-to-use setup wizard will capture important event details such as:
- Project name
- Project URL
- Important Note! Your Project URL will be generated automatically based on the project name you choose but you can select a new URL, as long as it is not being used by another event. The system will automatically check for this. Once you have selected a Project URL, it cannot be changed.
- Fundraising goal
- Campaign start and end dates.
Please note that if you need to update any of the information captured during the initial set up you can manage your event details at any time by going selecting your campaign from the Active Projects list>select Details from the menu on the left-hand side.
Setting the Theme
Use the Event Builder to customize the look and feel of the different areas associated with your campaign page.
We suggest customizing the text styles, colors, buttons, and form elements to make your campaign page look its best.
- Once you establish the theme it is applied across all the areas of your campaign page.
- You can copy and paste the RGB codes from one area to another to make it a bit easier when establishing your colors.
- Be sure to save your changes often.
Customizing Your Pages
Navigate to each of the possible landing pages for your campaign to add and edit content. After customizing your pages, it is best practice to view the Live View of the page by selecting Live View from the toolbar in the Event Builder. This will show you what your supporters will see once you have published your campaign.
There are three main pages to focus on:
Campaign page: This is the first page your supporters will see.
- This is where you will want to outline your fundraising initiative and house all your important campaign details.
- If you have chosen a template with a banner, upload a banner image.
- Add content elements such as text, an image gallery, sponsor logos, enable a fundraising progress bar, and optionally display a real-time countdown, upload a video, and add a social share widget.
- Customize your campaign page layout by dragging and dropping content sections in the order of your choice.
Donation Pop Up pages: Customize what information you capture from your donors.
- Implement a minimum donation amount and ask donors to cover the processing fee.
- We suggest implementing a minimum donation amount of $1 to $5.
- Enable recurring donations (monthly, quarterly, or annually)
- Enable suggested donation amounts and add a description next to each donation amount if you would like.
- Helpful Tip! Descriptions of suggested donation amounts encourage your supporters to give more. For example, if you are a pet rescue organization, your description might say your donation of $20 makes sure 5 shelter animals can eat for a month, or $200 pays for an animal to be spayed or neutered. Research shows that donors are encouraged to give more when they know how donations are specifically benefiting your cause.
- Enable tribute giving.
- Customize the donor contact fields.
- Add custom questions for any additional pieces of information the form does not cover.
- Increase your revenue by enabling matching gifts.
- This gives the donor the ability to search for the employer and indicate that their donation is eligible for a company match. They will be provided with instructions on how to get their donation matched by their employer and you will be able to see which donors indicated their gift is eligible for a match in your event donations report to be able to follow up with your donors.
- Customize the Thank You page donors receive after making their contribution.
Campaign Ended page: This is the page your supporters will see if they navigate to your campaign page after the campaign expiration date.
- Click directly on the page to make real-time edits.
- This is a great place to thank your supporters for their support and link them out to your organization’s general donation form.
- Customize the page by adding content elements such as text, an image gallery, sponsor logos, display a fundraising progress bar to show the amount that your campaign raised, or upload a video.
Creating a Custom Email Layout
Further, the branding of your campaign by creating a custom email layout that you can apply to your campaign’s automatic thank you email. Using the toolbar upload your campaign banner, organization logo, or text to the header and footer.
Helpful Hint! Be specific in what you name your email layout so that when you pull into your campaign’s Email Template tab under the Details tab of your project you know which layout to choose.
Publishing Your Campaign
Now that your campaign is built out, it is time to publish it!
There are two ways to publish your campaign:
- From the Event Dashboard select the drop-down next to Open Builder and select Publish.
- If you are already in the Event Builder select the Publish button located in the top toolbar next to the Save button.
Promoting Your Campaign
Now that your campaign is published, it is time to promote it!
- Add the Campaign URL to your website – Add a link/CTA button to your campaign page on your organization's web page. If people forget the campaign URL, this is the place they will first check.
- Strategic Email Blasts – Create your email content ahead of time and schedule it to be sent on a specific day and time.
- Share on Social Media – Make sure that you have added a Social Share widget to your event home page to allow supporters to share your page via Facebook and Twitter. Encourage your supporters to share your campaign via social media.
- Promote Your Event in Your Daily Routine
- Add to your email signature – Add the campaign URL with a note like "Check out our campaign!" in your email signature so that everyone you communicate with can learn about your fundraiser.
- Add an announcement to your phone's opening message – When people call your organization, they often hear a menu of different departments or people they can speak with. Before going into those options mention your campaign and the URL.
- Send text messages – Shoot your friends a text message with your campaign's URL. They can easily click on the URL from their phone and head directly to your campaign page and donate.
- The Classics – Contact local media, make flyers to promote throughout your community, and post ads in newsletters and regular mailings.
Familiarize Yourself with the Donor Experience
Kick-off your fundraising by making a test donation to familiarize yourself with the donor experience. Be sure to look at the campaign page, all the form elements, thank you page, and donation thank you email to make sure everything is displaying the way you would like. If something is not the way you would like it, you can pull into the Event Builder and make any edits or changes.