MANAGE YOUR CAMPAIGN

How do I create a campaign page?

• You can easily create a Fundly Enterprise campaign page by registering a Fundly Enterprise account and start fundraising. https://fundlyenterprise.com/
• There is no upfront cost to set up a Fundly Enterprise campaign page.
• Click “Create a Campaign” and enter your campaign name, start and end date of the campaign then click create campaign. You will be lead to a page in which you have to put in more details for your campaign before you can publish it.

Where can I see the overview of my campaign?

1. In here you can see the online and offline donations, you can compare the number of non-profit, teams and individuals that joined; see how much more you need to get your goal, your top 5 fundraiser, etc.
2. Click edit (pencil-like icon) on your campaign
3. Click the Overview tab on the upper left side

How to put a campaign story and how to make a good story for your page?

1. This is the part wherein you can greatly appeal to the people and can encourage them w/ bigger donations. One of the most important aspects of your campaign is the message you transmit, as it has a direct impact on the overall impression that your project conveys.

• Whoyou are: Introduce yourself. Tell your story.
• Whatyou are trying to raise money for: Be specific and include your funding goal, and even a breakdown of where the money goes.
• Whenyour project will take place: Set a deadline, this creates a sense of urgency.
• Whereyour project will take place: Talk about why crowdfunding will help you. Share the social media platforms you are using, and the value of sharing the campaign with others.
• Whyyou are raising funds: Show your passion, explain the impact of your campaign or tell us about the people who will benefit from it.
• Howpeople can get involved: Beyond just donating money, what else can people do to help you?

2. Click edit (pencil-like icon) on your campaign
3. Click Campaign Details
4. Write your campaign story and fill out the other information required then click “save & exit” or “save or next”

How to put location details?

1. Click edit (pencil-like icon) on your campaign
2. Click Campaign Details then scroll down
3. Turn on location and fill out the campaign location details then click “save & exit” or “save or next”

How to add photos and videos?

1. Click edit (pencil-like icon) on your campaign
2. Click Media
3. To upload photos to your Banner, Photo Gallery and Story Image/Video, you can drag &drop the file, you browse or select from your gallery. It will be saved automatically.
4. Click next

How to add donation levels?

1. Donor levels can make or break a donation, and they’re something we need to seriously consider. You can influence the donor by telling him what his gift will accomplish. For example, if I see that giving $25 to an organization will provide clean drinking water to a village for a week, but a $75 donation will provide it for a month, I’ll definitely be motivated to up my gift. Specifying benefits will often push a donor to the next level, especially if he sees that his money will stretch further at higher levels. Another way is to give tokens or simple gifts as a thank you for their donation. For example a $25 dollar donation will give them a bookmark as a thank you.
2. Click edit (pencil-like icon) on your campaign
3. Click Donation Levels
4. Click add new donation level
5. Fill out the required fields and click save

Where to see and how to edit and customize email notifications to the individuals, teams and orgs under your campaign?

1. Click edit (pencil-like icon) on your campaign
2. Click Email Notifications
3. Click edit
4. You can choose the default content or edit the content then click update

\

How to add sponsor levels

1. For mostfundraising, the majority of your money should be raised through sponsorships. The first step to selling sponsorships for your campaign is to define your sponsorship levels and what benefits are included for each sponsoring company/individual. In defining sponsorship levels, be ambitious but realistic. Look at your donor file and the businesses you are thinking of contacting to understand what levels you can realistically expect to fill. Name your sponsorship levels in a way that highlights either your campaign theme or your organization’s work. For example, if you have a campaign to raise money for a school, you could name your sponsor levels: Scholar, Essayist, Author, Contributor and Friend. If you have a campaign with a garden theme your sponsorship levels could be: Rose, Tulip, Petunia, Daffodil and Daisy. If you can’t come up with anything that ties into your organization or campaign, you can also use naming conventions like: Platinum, Gold, Silver, Bronze. Each sponsor level should include a distinct group of benefits for the sponsoring company, individual, organization or family.
2. Click edit (pencil-like icon) on your campaign
3. Click Sponsor Levels
4. Click add sponsor level
5. Fill out the required fields and click save

How to add menu items

1. Click edit (pencil-like icon) on your campaign
2. Click Menu Items
3. Click add menu item
4. Fill out the required fields and click save

*Note: You can add sub items on existing menu items.

How to promote your campaign?

1. Click edit (pencil-like icon) on your campaign
2. Click Promote
3. Click send email
4. You will see the email content. You can upload your logo, pictures and edit the story.
5. On the right side fill out the required fields and click “save only” or “send”

*Note: You can send a test email to yourself before sending it to your contacts.

How to add individuals and teams to your campaign?

1. Click edit (pencil-like icon) on your campaign
2. Click New Registration
3. Choose between Team tab or Individual tab, depends on what you would want to add.
4. Click add team or add individual. You will be lead to a new page in which you need to fill out the required fields then click save after you’re done.

*Note: On the bottom part, you have the option whether you would want to copy the content of the main page or not.

How to edit/customize form configuration?

1. Click edit (pencil-like icon) on your campaign
2. Click Form Configuration
3. You can drag to move the information boxes to your preferred sequence. Just hover your mouse over the box then drag.
4. You can add field of your choosing like add address, add phone number, add agreements, etc. Just click add field on the lower right portion and the options will show. You can also add your own custom datasets.
5. Click save after you’re done editing.

Where to see your reports?

1. Click edit (pencil-like icon) on your campaign
2. Click on Reports
3. There you will see the information about the individuals and teams under you and all the donations you received.