Overview
Set up a crowdfunding campaign using peer-to-peer fundraising by leveraging your contacts to help you raise more. Invite donors to fundraise and allow team leads to invite their own friends to support them or start fundraising on their own.
The following steps will show you how to create a Crowdfunding page and set it up for fundraising.
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How Crowdfunding in Kindful Functions
To begin, you'll first need to understand some concepts and terms related to Crowdfunding.
| Crowdfunding | Peer-to-peer fundraising concept in Kindful. These 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 Crowdfunding campaign. |
| Teams flow into Crowdfunding campaigns. Crowdfunding campaigns flow into Campaigns. Campaigns flow into Funds. |
These are required to have Teams in order to receive donations. A crowdfunding campaign can have one Team page that is shared. For a crowdfunding campaign to function, at least one Team is required.
| Note: Before creating a Crowdfunding campaign, you should have a Campaign created for all your related contributions to flow into. Campaigns can be viewed in the Fundraising section. |
Creating a Crowdfunding Campaign
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 one
There are five sections you can fill out to customize your Crowdfunding Campaign. The rest of this guide explains each section in detail.
Creating a Crowdfunding Campaign: Summary
Crowdfunding Campaign Name
Make a name for it.
URL path
A unique URL will already be set by default, but the URL can be changed. For example in our test account Seaturtles we have a cause called Guatemala. By typing "guatemala-2014" as the "url path" donors will see "https://seaturtles.kindful.com/guatemala-2014" as the full URL and can type that in directly as the link in their internet browser as well.
Crowdfunding Description
A description that displays on the public landing page. This defaults to your organization description if nothing is entered.
Campaign
Choose the Campaign that your contributions will flow into.
Max Teams
Limit the number of teams and team members allowed to join. 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 it 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 it invisible until that date. If people try to visit the public page while it 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 Crowdfunding campaign.
Additional Dates
Funded Date and Transferred Date fields are both optional.
Crowdfunding Goal
The overall total you are setting for the campaign. Individual team donations will be tallied up to achieve this goal.
Visible
This checkbox in the bottom left turns it from being visible online to being invisible, which means no one would be able to find it, invite team members, etc.
Creating a Crowdfunding Campaign: 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 these.
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).
Creating a Crowdfunding Campaign: Messaging
Title
The name of the page you create (e.g. Team, Crowdfunding name, 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 the page
People can create their own Team pages on the 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.
Creating a Crowdfunding Campaign: 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 participants (so they won't have to fill in these areas if they don't want to).
Creating a Crowdfunding Campaign: Customize
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 public page or a Team page.
Creating a Crowdfunding Campaign: 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.
Once this is done, you'll be directed to the settings page for this specific crowdfunding campaign. This page allows you to manage teams, individual pages, invite new teams, invite groups, change default images, and more.
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