Want to leverage your contacts to have them help you raise more? With Kindful Causes, you can enlist the help of your donors, who can enlist the help of their friends, who can enlist the help of their friends, and on and on the story goes. Check out these steps that walk you through the screens to get setup.
Here is the flow of how Causes function:
Cause: Peer-to-peer fundraising pages in Kindful.
Campaign: An organized effort to raise money for a specific purpose. Campaigns are
specific projects that flow into more general funds.
Fund: A classification system for categorizing donations and other monies coming into a
donor database. Funds are a general allocation made more specific through campaigns.
Team: The actual pages that are shared to raise money within a Cause.
Teams flow into the main Cause, Causes flow into Campaigns, and Campaigns flow into Funds.
Cause pages are required to have teams in order to receive money and track it. Even if it is just one team page that is created and shared, it is required.
Of note, before getting going, make sure you have a Campaign (found in Settings > Campaigns) created for all of this money to flow into.
Now, you can get to start your Cause! To get rolling, head to Tools > Causes, and click the big + Add button. After this you will see Causes in your blue menu bar.
On the first step, you will want to do the following:
- Enter in a Cause Name
- Enter a description (this defaults to your organization description if nothing is entered)
- The URL path is automatic, but you can adjust it if you would like
- Select the Campaign
- If you want to limit teams and team members you can. You'd want to limit these teams if you only wanted to have one open team to run the money through to get the excitement around it
- Make sure to set your dates
- OF NOTE: Setting your start date in the future will make your Cause invisible until that date, meaning if people try to visit it, they will redirect to a donate page
- You can quickly take the Cause offline by clicking the small checkbox to make it invisible at any point.
- You can allow the team captain to enter pledges, so they can track gifts they get that aren't received online. This will take some oversight by you to ensure these are collected, but is easily viewed in the admin view for Causes
- Keep the days remaining field on, or turn it off
- You can allow your team members to have profiles or not
Next, set your messaging
- Title your Causes that get created (eg Team, Cause, Fundraiser). This will read as Start A ___ when users click the links.
- You can allow for people to signup in a very simple. four-step flow
- 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 to post signup
Now, set your goals
- First is an overall goal
- Second is a team goal
- Give them the ability to change their goal if they want
- Goals will evenly split when team members sign up to join existing captains
- You can also set defaults for your Cause pages here (Quote and About). This will allow for faster signups for your Cause participants.
Next up is Customization
- Choose a default color that captains can adjust
- We recommend enabling Facebook comments
Lastly, you can customize your social sharing language
- Customize the phrasing you want coming from all of the social sharing buttons
- If you leave these blank, they will follow our formats asking people to support the team name
Once this is done, you will 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.