Creating a Cause (Crowdfunding)

This article explores how to use Kindful's peer-to-peer fundraising feature, causes. Causes are located in the "Crowdfunding" page of the Fundraising section. 



Overview

Do you want to create a web of peer-to-peer fundraising by leveraging your contacts to help you raise more? With Causes, you can invite donors to fundraise. Donors can also invite their own friends to support them or start fundraising on their own. 

The following steps will show you how to create a Cause and set it up for fundraising. 



How Causes function

To begin, you'll first need to understand some concepts and terms related to Causes. 

   
Cause Peer-to-peer fundraising concept in Kindful. Causes flow into Campaigns.
   
   
Campaign An organized effort to raise money for a specific purpose or goal. Campaigns are groups of contributions that flow into Funds.
   
   
Fund A way to generally categorize and set aside donations and other monies entering your Kindful account. Funds are larger buckets of contributions that are made more specific through Campaigns.
   
   
Team The giving pages that are shared to fundraise for a Cause.
   
Teams flow into Causes.
Causes flow into Campaigns.
Campaigns flow into Funds.

Causes are required to have Teams in order to receive donations. A Cause can have one Team page that is shared. For a Cause to function, at least one Team is required.

Note: Before creating a Cause, you should have a Campaign created for all your Cause contributions to flow into to. Campaigns can be viewed in the Fundraising section. 


Creating a Cause

On the left side, click Fundraising in the menu. From there, go to the Crowdfunding page. 

Click the "Add New" button to create a new Cause.

There are five sections you can fill out to customize your Cause. The rest of this guide explains each section in detail.

cause_sections.png

 



Creating a Cause: Summary

Cause Name
Make a name for the Cause.

URL path
A unique URL will already be set by default, but the URL can changed. 

Cause Description
A description that displays on your Cause's public landing page. This defaults to your organization description if nothing is entered.

Campaign
Choose the Campaign that your Cause's contributions will flow into.

Max Teams
Limit the number of teams and team members allowed to join a cause. This would be a good option to use if you only wanted to have one open team to house your contributions. 

Max Members/Teams
Limit how many members can be a part of a team, so teams can fill up.

Dates to allow teams to be able to use the system
The Start At and Finish Date determine how long a Cause is open to the public. You can set these using the pop-up calendar that appears when you click inside these fields. 

Note: Setting your start date in the future will make your Cause invisible until that date. If people try to visit the public page while the Cause is invisible, they will be redirected to a Kindful donation page. 

Event Date
You can use this if you have a physical event connected to your Cause.

Additional Dates
Funded Date and Transferred Date fields are both optional.

Cause Goal
The overall total you are setting for the Cause. Individual team donations will be tallied up to achieve this goal.

Visible
This checkbox in the bottom left turns your Cause from being visible online to being invisible, which means no one would be able to find it, invite team members, etc.

 

cause_summary_1.jpeg

 



Creating a Cause: Abilities

You can allow team captains/leaders to enter pledges, so they can track gifts that aren't received online. It will take some oversight by you to ensure these are collected. These can be seen in the admin view for Causes.

You can keep the "days remaining" field on, or turn it off.

You can allow your team members to have their profiles or not (disallowing would only allow team captains/leaders to have profiles).

causes_abilities.png



Creating a Cause: Messaging

Title
The name of the Cause page you create (e.g. Team, Cause, Fundraiser). This will read as "Create A Title " when donors click the link.

Team List Header
By default, this header will read "Support a _____." The default text/link can be changed to custom text (e.g. "Save Some Turtles!").

Allow Registrations on cause page
People can create their own Team pages on the Cause public page. People can sign up in a simple, four-step flow.

Instructions Link
Make sure to include special instructions you want in the email that goes out to those being invited. They will see links and a code to enter by default.

You can even include custom URLs to send users post signup.

messaging.001.jpeg

 



Creating a Cause: Goals

Team Goal
Goal (in dollars) per team.

Allow Team to change goal
Give Team captains/leaders the ability to change their default goal. Goals will evenly split when team members sign up to join existing captains/leaders.

Default Team Quote/About Area
This will allow for faster signups for your Cause participants (so they won't have to fill in these areas if they don't want to).


causes_goals.png

 



Creating a Cause: Customize

Cause Theme Color
Choose a default color that captains/leaders can adjust.

Allow Facebook Comments
We recommend enabling Facebook comments.

Edit Donate Button Label
Give different wording to the buttons prompting donors to donate on the Cause public page or a Team page.

cause_customize.png

 



Creating a Cause: Sharing

Customize the phrasing coming from the social media sharing buttons.

If you leave these blank, they will follow our formats asking people to support the team name.

cause_sharing.png


Once this is done, you'll be directed to the settings page for this specific Cause. This page allows you to manage teams, individual pages, invite new teams, invite groups, change default images, and more.

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