1 HOUR 3 MINS
How to Launch a Successful Crowdfunding Campaign
Categories: Preparing for Events, Training Webinars
How to Launch a Successful Crowdfunding Campaign TranscriptPrint Transcript
All right, so today’s topic supporting your cause far and wide using crowdfunding and DonorPerfect. This week we’re talking a little bit about events and crowdfunding. This particular forum template is definitely one that I see used a lot for Read More
All right, so today’s topic supporting your cause far and wide using crowdfunding and DonorPerfect. This week we’re talking a little bit about events and crowdfunding. This particular forum template is definitely one that I see used a lot for events. I’ve seen it used for, I’ve seen it use for a lot of five K’s where individual people will create their own fundraising page for that crowdfunding effort. And then you can kind of enlist your supporters to network amongst their people to get more people in to donate have also seen this used by our animal shelters, creating fundraising pages for individual animals. And most recently, one of my clients is a school, and they are enlisting their 600 plus students to create their own fundraising pages for and have to raise money for an event that they’re having a little later. So first off, hello, let’s get some housekeeping items out of the way. My name is Sean Putera. I’m a training specialist here at DonorPerfect. This is what I look like when I still had facial hair. Uh, no webcam for me today because I am very allergic to the world right now. Where I’m at in Pennsylvania, it’s beautiful, have spent been spending a lot of time outside and my allergies are destroying me. So if there are some pregnant pauses during today’s webinar, that’s probably me just muting myself so I can sneeze or clear by clear my throat, so apologies in advance, there’s only so much that Claritin can do for this one presenter. If it’s your first time joining us, I’d like to go over a few of the options that we have here today. If you’ve never joined us for one of our webinars, so far, if you’re hearing me and seeing me, you’re looking at the viewer window, we use a software called GoToWebinar for all of our presentations sound a little bit different than a zoom or Google Maps or other things that you’re probably a little bit more used to. In front of you should be the control panel with various options. Starting with the sidebar. There is going to be a little red microphone icon regrettably, this These webinars are set up to be a one way street, so it’s not going to let you on mute yourself. But there is a little hand raised icon just to do a quick Mic check if you can hear me click on that raised hand icon just to make sure that I’ve set up my headphone correctly seen a lot of hands going up. Thank you, everybody. Thank you, I have a button here that I can use to put everybody’s hands down. I appreciate that. I have gotten pretty far into one of these webinars before without a working microphone. So getting that out of the way a little bit early today. Next to the little grab tab, there we have your audio section, you should have defaulted to computer audio. But in case you’re having any connection issues, select phone call. Instead, you’ll be presented with a phone number and a password that you can use to call in and listen to the audio portion of this webinar. Beneath that is the handout section. Now in my slide deck here, it says free basic reporting 101. For you, it’s going to say supporting your call is far and wide using crowdfunding and DonorPerfect part of the event series. So feel free to download that PDF. There’s a lot of useful information a bit do know that by the time we wrap this webinar up, or actually, by the end of the day, you will be getting a follow up email that contains that PDF, as well as a recording of today’s webinar. Last but not least, a we have the questions section. So even though it won’t allow you to unmute yourself, folks, if you have any questions, please feel free to pop them into this box. It’s a manageable group today. It’s just me sometimes I have somebody, another trainer or somebody from the Support Department assisting me answering questions today. It’s just me. So if you have any questions, though, please pop them into that box. I’ll be focused on doing the webinar but I’m going to keep a side eye over on that questions. So as long as it is a relevant today’s topic of setting up a crowd funding form, or even if it’s not, if it’s tangential, I’ll do my best to answer those as I see those coming up.
first off, starting with some internal statistics that we have here, the average successful crowdfunding campaign raises $7,000 With an average of $88 per individual donations. Now, these are internal metrics. And this is accurate as of Let me double check, as of June of last year. So this is these are some pretty relevant statistics, here are a data points I should say, just illustrating the success of your average crowdfunding page. I often like to say that people don’t really donate to causes so much they don’t really donate to charities, or, or nonprofits, per se, what a lot of people, at least at an emotional level or an intellectual level, what they’re donating to is other people. And if you have access to the crowdfunding pages, and you will allow your constituents or selected groups to set up their own fundraising pages, that will definitely encourage others to give to those folks who are connected to your organization, I’m going to try to move through these slides. If you’ve never seen a crowdfunding page before, I have one built and set up already. We’ll take a look at it, and the basic structure of it, and then I’ll show you how you can create one of your own. Definitely going to be going over how to create a crowdfunding form certainly. And depending on how you want it to manage this, no matter what you are doing to be the alpha and the omega of these individual fund raiser pages, that you’ll have the ability to let people create. Which is definitely important when you want to, you know, farm out a little bit of this work to your constituency. Sometimes there’s a little bit of hesitation as to what people will actually create when you allow people to create their own forums and their own pages that has your branding, and your organization name attached to it. Some people are hesitant, they want to be able to have some control over what the end result is going to be. Don’t worry, that is definitely something that you’ll have the ability to do. Especially in the case that was one of the concerns for my one client who is a scholastic institution and they want their 600 kids to start helping fundraise for one of their for one of their campaigns. And they are very understandably maybe a little bit concerned that having their teenagers fundraise for them could lead to a couple of shenanigans here and there. But don’t worry, you’ll ultimately have all control over these pages. But your success is nothing without being able to report on it and show all those great totals that you’ll be able to do as well with relative ease. Now, a little caveat that we have here with this webinar, as we do with all of our webinars are the contents of this webinar may contain features and fields that are different than your own. As everything within DonorPerfect is customizable. You can rearrange things you can add new fields, when I get to the live demo within DonorPerfect. My system that I’m going to be in might look a little bit different than yours. And also, the crowdfunding capability is not a standard default option, you will have to have the online forms included in your package and and more specifically, you’ll have to have online forms plus, but I will point that out to you. So you’ll be able to tell if this is something that you have access to. So these crowdfunding pages, they’re going to look pretty similar to the other online forums, the classic forums if you’re familiar with those, but at the top is where it gets really unique. You’re able to put in a little story with some images. You can have a little thermometer goal here at showing 10,000 You can have any goal that you want, and it’ll keep going after that goal is achieved. They will also be showing the supporter list. Everybody that donates to either the organization page or one of the individual fundraising pages. All of their names are going to show up in a little preview with the option to be anonymous if they want to be anonymous. You know a lot of generous folks out out there they want to donate, but they don’t want any recognition, that’s going to be an option as well for anonymity. You can set goals and track your progress. And you can show the events success, especially with that thermometer bar, if it is maybe a little bit under what your actual goal is. I forget the exact metrics behind it. But there is a correlation to a successful full meter, and how much people want to continue to donate. I didn’t phrase that very well. But let’s say in this example, this little $2,000, this little $2,000 thermometer, once that is reached, people like to be a part of a winning team. And they’ll actually you’ll might see a little bit of an uptick in donations once that goal is reached. And right now, we’re seeing a little bit of a preview of what the organization pages like, there is this little button here to join the cause to create your own fundraising page. And it looks a lot like this, but it’ll give them the option to customize it a little bit. I’ll walk through that entire process. Now, just like all of the online forms, it is going to let you customize it from head to toe. All of the colors and all of the buttons and the fonts and the tax and the section headers, you’ll be able to customize these just like you would for any other page. And of course, you can make fields required, you can add new fields, so you can get as much useful information from your donors as possible. All right, let’s get in here today. Here we are, we are in my webinar system. And like I would for any other online forum, I’m going to go to apps. And then I’m going to go to online forums classic, the online forums classic option is going to be where we have the ability to create a new crowdfunding page. Now, this is the first barrier. The first caveat that I was talking about, if you’ve made it this far, and you do have access to the online forums, these are the classic forms. There’s two different flavors of online forums, there is online forums basic and then there is online forums. Plus, if you don’t have this little plus symbol, then reach out to your account manager and talk to them about getting access to this, only the upgraded online forums have the crowdfunding feature. Now let’s let’s take a look at this because I’ve actually already created a crowdfunding page. And because I already created it, I know which one that it is amongst this list. But there’s an easy way to tell which one the crowdfunding page is. And that’s going to be its lack of a copy option. Any form template that you ever created will allow you to copy it so that you can edit it. But unfortunately, with the crowdfunding pages, it doesn’t allow you to copy and then edit the copy. But let’s take a look at what we have going on here. Here’s our Wilson whiskers, summer crowdfunding campaign page. This one is from 2022 from last year. Here’s our little progress bar. We have some adorable animals and our mission statement here, what we’re looking to do, and then that’s where the unique attributes and everything below this is essentially a normal online forum where they decide how much they want to donate, put in their contact information and their billing information. and off you go. Now right now we are on what we refer to as the organization page. This is where we’re going to see the totality of all of the donations.
Here’s our recent supporters here, this little list and if I go over to top fundraisers, we can see where our constituents have started to create their own pages. Here the here’s this button right here, create my own fundraising page. I’m going to circle back to this in a little bit, put in your name and your email. And then once you click on this button, you’re going to receive a couple different emails where you can create your own pages. But here we’ve had two of our fake donors. You know, everything we see in this webinar system, they’re not real people. But here we have one of our quote unquote donors that clicked on this button, got the email, and created their own fundraising page. And there we go. The other goal was slightly different. But for George Judson here, this one that George created, he set a goal of $500, he met and he exceeded this donation goal, love to see it. And this individual page that George would have shared with his friends, his family, and his network. All the donations are showing up here, James and Pedro and Shawn, they all donated to George’s page. And they’re also being listed on the organization page. Here’s another fundraiser, we have a Callie day that made one and we had an anonymous donation come through, you can either have your name be anonymous, or the amount be anonymous, or maybe both be anonymous. For any of those folks that are worried about anonymity. Here we go, Kelly day kept the default, when Kelly would have been presented with the option to customize their page here. She could have changed the images and the story here. But it’s the same as the organization page. And that’s all right. Either way, it’s feeding back into this main organization page. So that’s what it looks like. That’s how it works. Let’s add one. Going back to the first page of the online forums here. At the bottom left, we have our add Form button. And if I scroll down in this first section here, here’s our crowdfunding form. If I wanted to just like all the other forms, I can preview it just to get an idea of what it’s going to look like.
Alright, let’s use this template.
And let’s see the last one was, let’s see, we had Wolfson whiskers, summer 2022. You know what, New year, new page. Let’s do a Wolfson whiskers, summer 2023.
And as always, we can select our payment options.
And now here’s something else that’s a little bit different. We have some additional options here on the first page when we’re creating this new form, Kami. Kami is asking just to confirm funds from individually created pages all come to the main page. That is correct. That’s absolutely correct. Just to illustrate that again, one more time with an analogy that I like to use for these.
So these individual fund raiser pages, we call them your welcome Hammy. We call them fundraiser pages. In a sense, I like to think of these little individual fundraising pages as, as maybe classes. Going back to school here for a minute, if these are individual classes. The main page, the organization page is your school. They’re all still part of the whole. But these individual classes, these individual fundraising pages are kind of unique places where other people can donate. But it still is going to feed back into that mean organization page. You got it? Yeah, you’re welcome. But here’s the first page normally with your other forms. Once you get to this step, it would give you a link and then off you go to edit in your forms. Here. It gives you a couple other options. It is going to automatically take your organization’s name, which is webinars new for me and my webinar system. What is the one that we use coral acres, that’s our fake, nonprofit animal shelter that we use as an example. We can name the form we already did, but we could change it if we needed to. And we can set our goal. It defaults to 10,000 but you can certainly change that if you need to. Here’s the organization story. This is what’s going to show up on the organization page that first page. It does default to a generic message, I would encourage you to rewrite whatever we have in here and specify what your causes how are people? How are people’s donations going to positively impact your organization. I have another generic image in here. But we can upload our own picture if we want to. And there’s my sweet little baby angel, my dog Athena. But let’s let’s get her as a as a young pup. Easy, easy money putting puppies on. On the internet. Everybody loves a dog. Well, most people do. Cats are great too. You can also customize what the individual story is going to be on those individual fundraising pages. When they create create your own fundraising page. Yes, they’ll get an email. And in that email, there’ll be a link where they can customize their own. But just in case, they’re not feeling very creative. The little story that will show up on the individual fundraising pages can be customized here to save them a little bit of work. Next, we have to create a solicitation code. solicitations are being as being used to designate the individual fund raising effort, we’re going to need a unique solicitation code for this crowdfunding form. Now, the solicitation for the other one that we had was this, but here we go, oops, and whiskers 2023. I had already created this within DonorPerfect earlier. But if you don’t have that solicitation code set up at this stage, you can click on the plus symbol, and it will allow you to add a new code. Lastly, we have to put in contact information. If anybody runs into any issues donating or probably more likely, maybe they run into to an issue with setting up the fundraising page. Maybe they’re not too tech savvy, they need a little assistance, we got to put somebody in here internally to be notified just in case they need a little assistance. I’m going to put in my colleague Sean McClellan, the other Shawn my other half here he is another trainer by the same name. Which which side note, if if you do and you probably will get a survey at the end of this webinar, put in whatever you want for that survey. But when they asked for the name, we are I am Shawn Patel, Arrow Putera, the one with the Italian last name, Sean McClellan, he’s, he’s he’s a good trainer, we’ll we’ll leave them alone for any of this. But we need to have somebody in here as contact information, let’s get some fake 555. So we’re not actually calling anyone. There we go. And save. There we go. Now it’s starting to look a little familiar, we could view the form if we wanted to right from here. It’s pretty basic at this point. But it does have some of the things that I entered already. If I had customized the organization story that would be here, here’s my image. Here’s my goal, just left it at the 10,000. And from here, we can continue to form. Something else that is going to be unique about these crowdfunding forums is the crowdfunding section. And from here, if we go to organization page, it takes us back to that first page that we saw when we were customizing it. So if we want to go back and we want to make changes to the names or the images or the goal, or we can always go back what we had said originally isn’t set in stone. Oh, here we go. Another question. Is it possible to use a crowdfunding form for an on going program where cause without an end date? Or should each forum be correlated to a specific project or a specific amount of time? Kami? I would say that absolutely not. You do not have to limit it to a specific time. You could if you wanted to. Right now this form is active. If I shared this link with folks, they can go in and they can donate it or perhaps you want to attach it to your website. By all means, by all means. This does not need to be some type of micro campaign with an end date. It can If you want, where you deactivate the form at a certain point Otherwise, keep it up. Let’s Let’s see how far we can get. Is there a way to customize the link? Jane Grey question? Regrettably, no Kami, you’re welcome. You can do a little bit of customization, I’ll show you what your options are here in just a second. Here’s, here’s the crowdfunding section that we have here, you can always go back and you can change things later. At the bottom here, if I click on More Options, it does show some additional information. Now, while it does allow me to change the solicitation code, once you start getting donations, don’t change the solicitation code, or else the previous donations won’t be showing up in the list anymore. And going back to the concept of anonymity, you can choose to hide the supporter list, which is this we don’t have anything there right now. Or the fundraiser list, we don’t have to show who those individual fundraisers are, or who those supporters are, if you don’t want to. I think this is great, though. That’s why we have the crowdfunding page show who those folks are who are contributing. And now, Cami, might be interested in this or maybe maybe other people, you do have the ability to exclude donations prior to a certain time. The reason you may want to consider that is maybe like, like CAMI was saying, uh, perhaps you have a timeframe that you’re working with here for donations. But But really, the real reason that we have this option here is because of the limitations with copying these forms. Regrettably, I don’t have the ability to copy 2022 to quickly make 2023. But if you wanted to save yourself a little bit of time, maybe after this crowdfunding campaign is over, you can exclude donations prior to the end of that campaign, that wipes the slate, and all the progress resets, the lists disappear, because the donations were made before that date, and then you can kind of retrofit it for your new event. And again, contact info here at the bottom, we can add more folks to the list, if we need to. Let’s see who was out Jane. Okay, let me show you your, your link options. If I go to the basics on the left hand side and go to links and sharing, oops, so, uh, too many forms open at once. Let me go back here. Let me refresh my page. Here’s 2023. And here we go. The basics, and then links and sharing.
These are the links, you have an option of which link that you maybe want to share, this is going to be the one that you have to use to embed. So you can choose between one of these two, but no matter what it’s going to redirect to this, in my case, Interland, three, that DonorPerfect.net, at cetera, et cetera. Oh, Kami, you’re very welcome. Thanks for stopping by, you gotta head out for a meeting. Keep an eye out for that email later on today, if you want to watch the rest of the recording. So links and sharing unfortunately, it doesn’t really allow us to customize anything here. But we can pick and choose which one we send out. This first one, the friendly link for sharing is arguably maybe a little bit more recognizable, because at the very least we have the name of the organization, which I decided in the Quran, crowdfunding section, and then it has the name of the forum. So you can technically customize everything that’s after this forward slash by changing your organization name, or the name of the forum within the crowdfunding section. Something else that we can do here as well looking at this year, this is all right, but there’s lots of gray, there’s lots of orange ng oranges. So what I can do is go to style your form and then launch the form styler over. I can start to pretty this up a little bit. And perhaps get on brand and I’m not going to spend too much time here because As you can get really get lost with all the customization options, we have some default themes that you can cycle through. And there is a little preview on the right hand side, where it will show you a preview that is approximating what your form will look like, as far as colors and shapes and fonts and buttons and things like that. But it’s not going to be an exact 100% representation. We can select color themes. And then if you want it to really, really get specific, you can customize pretty much everything, background colors, font colors, you can change fonts, gradients, headers, sections, the buttons, you can even dictate what color the button is going to be when you hover over it.
So there’s lots of lots of options that are here, take your time with this, experiment around, see what works for you. And then once you’re done, save and close, and then preview it to see exactly how it turns out.
and off you go.
All right, so what is the end user experience gonna be like, for your constituents, when they are using this, I would encourage some type of communication. If you do create a crowdfunding page, and you distribute this in one way or another maybe through through a constant contact email campaign, or maybe it’s prominent on your website. Either way, point them in the direction of creating their own fundraiser page, sharing this information out is going to be critical to the success of that page. You can show who created it, of course, if you have somebody that is creating the page, they can show their name, but you can always go in and edit that afterwards. And there’s a hand full of customization that you can have, depending on where you share it through Facebook and LinkedIn. Namely, when you share the links on these two platforms, there is a generic default that it is going to be set to but you can customize the way that these links look when you do share them. Twitter as well, but Twitter doesn’t have as many customization options on it.
And to show you where that is, that’s also going to be in links and sharing. And if we go over to sharing, here’s where we can customize how social media is going to work when we share this link. This is what it defaults to, when you share the link, it’ll show up in a little box, I’ll show your support. You know, Please support my cause. But you can change the verbage here, you can upload images. And you can also change the way that the email subjects are going to go through. And not as many options here with Twitter, but you can change the message that’s being sent. This one, this option here for customizing how it’s chairs with social media. This is not unique to crowdfunding, all of the online forums have this option. So now when they do click on that option to create their own fundraising page, what they’re going to get is two different emails. They’re going to get one email that has this subject line to personalize the crowdfunding page. And even a little note here to not share the link of both of these emails will be sent out simultaneously. But it’s this first one that your fundraiser is going to use to customize and create their own page. And it’s this second one here that they can forward to their friends and families to make a donation.
This is what the email looks like kind of circling back to what Jane was asking about earlier. The individual fundraiser links because those individual fundraising pages themselves have their own link. And when you are when your fundraisers receive these emails, there will be a little note here that unfortunately, this can’t be edited this little individual link, but this is the one that they can use.
And again, once they set up those individual fund raising pages, all of that money is going to flow through into the main organization page.
All right, let’s get back into DonorPerfect here. Go, and here’s our new 120 23. Let’s take a look. If you share this out or embedded anywhere, this is what you will see once you get here. And here’s the option to create your own fundraising page. Let’s do this. Let me put my name in here. And let’s put in my email. And let’s create our own fundraising page. Whoo page has been created. Excellent. So it has been created. But I still got to open up that email. So I can customize that individual fundraiser page.
All right, and it’s still going through the system.
While I’m waiting for that email to come through, let’s go back here into our editing options. If I do go into crowdfunding, yeah, here’s the organization page where I can change the defaults that I had set up initially. But here in the fundraiser list is where we can see all of the individual fundraising pages that have been set up already. So I can edit this, I can edit the person’s name and their contact email if I wanted to. And more importantly, I can also resend those email links. If, for some reason, the person wanting to set up this individual page, maybe, maybe they deleted it by accident, or it wound up in spam. You can always resend those emails, you can delete the fundraiser page that they create entirely, if you have to. But ultimately, this little button here, you can click on and you can edit the page right from there. Speaking of spam, I think I am set to filter out some of these up nope, here we go. Let’s let me bring my email over here. I’ve just got to shrink it a little bit. So we’re only looking at relevant info. Here we are in Gmail, I did get two different emails. They’re both coming from s McClellan. Because when I was setting it up, here’s our contact person. So when I get these emails initially, he’s the one that shows up. Now here is the one of the two emails, here’s the one that I can share with my friends and family and get them to donate. But here’s the one that I can use to customize. And from here, I can personalize my own page. There we go created by Shawn Botero. That’s how I’m being presented. That’s how I filled out my name. When given the option, you know, $10,000 that is the main organization goal. But I think for me, my friends and family aren’t going to aim for 2000
Here’s the image that was originally there, but just like I did initially, I can swap that page out, swap that image out if I need to. I can also change the message that’s being presented here with a handful of customization options, and you can even insert a video as well. And while I’d advise against it, you can hide the supporter list if you didn’t want it to be seen
All right, now it’s ready to go.
I can view it. And here’s what it looks like, very similar to the other one of these individual fundraising pages, it’s not going to let your constituents or the individual fundraisers get as specific as customizing colors and things like that. But everything here at the top, they certainly have little control over. Let’s, let’s go back here. And let’s go through this and get the actual donor experience. What is this going to be like, when your constituents go to this page, if I go back to the first page of the online forums, where they’re all listed out, and I go to the one that we just created here, right now it is active, so anybody that has access to that link will be able to go to it and donate it. But that’s not the case here yet. So I can put it into test mode. What test mode is going to allow you to do is, it’s going to allow you to fill out the entirety of the form without actually having to give your own money for testing purposes. This is something else that any of the forms can do. Any of them can be put into test mode. But do know that while it’s in test mode, you’re not actually going to be able to make a real donation. If I click on it, I can preview it just like I did before. Anytime you’re in test mode, there is going to be this big, red message here at the top. Right now we’re on the organization page. Top fundraisers, we don’t have any just yet, because Mr. Shawn Putera, when he created that individual page, nobody’s donated there just yet. So we’re not seeing anything there yet. And we’re not seeing anything here either. But let’s go through Let’s fill this out on the main page.
Shall we let’s do let’s do somebody else here.
Let’s see. I usually like to take an audience poll for celebrities. If you want to pop in your favorite celebrity, I’m going to add them to our webinar database, just because my creativity has limits. And I’m trying to flesh out our webinar database, so it has as many names as possible. Here, I’m going with Jack Nicholson, because I watched anger management recently. And I don’t think he’s in my fake webinars system just yet. Of course address contact information that’s always going to be required.
And an email, we’re going to need that too.
Hear Jack has the ability to be anonymous. He can even dictate how his name is going to show up. And he can even hide the donation amount that he’s giving if you wanted to.
We still have the option to cover costs. If your constituents wants to donate that additional 3% up to $10, they have that option and select their payment methods. And now here, if you have pen and paper if you want to take a note of this, if you ever are testing out your crowdfunding form or any any online form in test mode, here’s the fake card number that you’re going to have to use to push through a fake transaction. It’s the number four followed by 15 ones. The number four followed by 15 ones and test mode. This is our fake card number that you use any expiration date in the future any three numbers for a security code and then a billing address not as important here. There we go second page as always, we’re going to confirm what it was that we selected on the first page that we could submit and there we go. The donor if I had entered a real email for Jack Nicholson would have received a confirmation email about this transit action. But right from here, you can print off a PDF with some details. And then if we go back to the supporter page, we can start to see a little bit of progress on our goal here. 500 at a 10,000. So far, we have a Jack Nicholson who donated to the main page. Still nothing for our top fundraisers, what are they getting up to, let’s add a donation for that individual fundraiser page that I set up a little while ago. If I go back, oops, if I go back and edit it, I can go to crowdfunding on the side. And I can go to the fundraiser list. And then from there, I can preview it also could have gotten here from that email that I received earlier. So here’s the individual page that I created, nobody’s donated here, just yet, I could link back to the main organization page if I needed to. And then just like I did before.
Same supporter list options, if
we want it to be anonymous donors covers costs is still there, exactly the same, exactly the same, but it’s being grouped together underneath this little fundraiser page that I’ve created.
Still in test mode, it’ll go through either way. All right, perfect. Now we can go back to the donation page. Here we go. So here’s my individual fundraising page, I now have $250 towards my $2,000 goal. But if I go back to the organization page, that main page, there, we are seeing the totality of all the donations, the one Jack Nicholson made to this main organization page, we can see a my donation from my individual fundraiser page. And for all the fundraiser pages that were created and have donations on them. We’ll be seeing them listed out here. Some real creative uses for some of these crowdfunding campaigns. I gave a couple examples in the beginning, but I saw a bunch of folks join us after that example. I’ve seen this used for five K’s where everybody that wants to be sponsored for a 5k has their own fundraiser pages that they create a design they share with their family. And that’s how they get sponsorships for that 5k that they’re running. Another good example I’ve seen is for animal shelters, where the the animal shelter themselves will set up fundraising pages for each of the individual animals that they’re trying to get adopted. And have most recently very ambitious one of the Scholastic nonprofits that I’m working with. They have 600 Some teenagers within their organization who they are enlisting to be their own fundraisers. They’re a little worried about shenanigans there. But ultimately, they’ll have control over the way that that looks for the individual pages. They only go via email. Nancy, do you mean as far as how is that shared? Because it could be shared many different ways. As long as you have the link to that individual fundraiser page. You can share it any way that you like, yeah, they can be shared. They can be shared via via Facebook correct. If I go back into the editing view for the online form
you will have to click on the name to get that link for the individual fundraiser page. Additionally, if you click on this little paper airplane, it will resend out the email and that email just contains the link. Let me see if I can pull that up here.
So this is what the email looks like when the fundraiser originally sets up their page. And this is something that they can forward by email. But ultimately, all that email is doing is yeah, it shows a little bit of a preview of what the cause is. But it has that link there, to the individual fundraiser page. So this, uh, your constituents can send out this individual link via Facebook, or what have you.
All right. And as you’re collecting all of that information, all the money raised through the organization page or the individual pages, they’re going directly into that bank account that your organization has set up with your payment processing capabilities. Here, we’re getting a little bit of a preview of the first page of the online forums, we call this the rack, we can see a little bit of statistics about how many people actually filled it out how many viewed it and have everybody that viewed it, how many actually donated, there is a little statistics button up here that a lot of people don’t even realize that they can click on. But you can to see some statistics about how well that individual page is doing. There is an email that goes out from the organization to the donor who supports that individual fundraiser, that can be customized as well. Same with any online form, you can always customize that confirmation email that goes out underneath the basics there on the sidebar. And the views are not unique views. So they are as many times as you click on that link, it could just be me, I could go in there and click on that link over and over again, as one person. And it’ll raise the tally for views. So not unique views, but views in general. And whoever set up that fundraising page, they are going to get individual emails when somebody donates to that fundraiser page. Matter of fact, because I use my actual work email, I did receive one of those one upset emails a few moments ago. Let me pull that up.
Here is the receipt that I got for that one donation. This section up here, this can be customized and set email options. And here we have a little bit of a an alert that somebody made a donation to one of the pages.
Now, crowdfunding admin, as I said earlier, you are the alpha and the omega of these pages. So for the organization page, you can control all of this for the organization page, the name, the goals, the story, the images, you can show or hide those little lists of supporters and fundraisers and donations. And you can change here, oh yeah, the contact information, you can have upwards of three different contact people there. For the fundraiser list for those individual fundraiser pages. Same deal, you can edit all of the contents of them, you can resend those initial two emails for a customizing and for sharing, or you could delete it entirely if you need to. And what we call the review and acceptance center is going to be able to show you some statistics about totals raised. And if you have any of your constituents that maybe don’t want to go online to contribute to a donation page, you can also enter these offline as well.
So going back to the first page of the online forums, aka the RAC, our AC review and acceptance center. I can toggle this to see what my statistics were. This one was in test mode, so it isn’t actually Counting that. So if you are testing, make sure that you put it back into an active state afterwards. Let’s go back into DonorPerfect here and let’s maybe add we can add a cash or cheque. Maybe we have somebody that does want to contribute to this crowdfunding effort, but they don’t have the gumption to go online and do it themselves. No worries, you can still manually add that information. So let’s say James here, it was $1,000. It was a check the solicitation, we’ll know what that solicitation is going to be.
And if I scroll down a little bit,
there is going to be a section here for crowdfunding. Here we go DEP online Forbes crowdfunding information. And right from here, I can apply it to a crowdfunding page. Here are all of the crowdfunding pages I could apply it to
to 2023. And then once I select the page, I can either apply it to the organization page, or I can apply it to the individual fundraiser page. Now, a little caveat here. Unfortunately, whenever we’re adding offline
they are always going to show up as anonymous. A workaround to getting somebody to show up on that fundraiser list, if you’re doing an offline donation, is to put a little note in the gift narrative, the gift narrative will display next to their gift.
There we go, I can save this. And now if I go back
there we go. Here is our offline donation that we are seeing on the main organization page. Here’s what I entered in the gift narrative, because unfortunately, they’re always going to show up as anonymous, or top fundraisers still steal Champa, Taro, but we can see the 250 from Shawn, and from James, this $1,000 here
all right, and we are at time here. So a couple quick tips if you gotta head out. Thanks for stopping by a couple quick tips. What happens if you change the solicitation code, select it for a crowdfunding forum. I brought this up earlier, try to avoid doing this after you set it up. And after you start getting donations, the gifts that were made to the forum before you change, the solicitation, unfortunately, will no longer show. Can you stop the form from displaying gifts made before a certain time? Perhaps to reuse the crowdfunding form? Yes, you certainly can. That’s going to be in the crowdfunding section on the sidebar there. Can an organization create a page for a fundraiser and sign them up? You sure can. If you click on that create my own fundraiser page list, put in their name put in their email, you can go and create it for them. So just to recap, it is easy to sign up. The templates are going to be available for everybody that has DP online forms Classic Plus, no password is going to be required for that. This crowdfunding form just like all of our forums, they are mobile responsive. So whatever device you are viewing it on, it will work for them. And again, 35% of crowdfunding donations are made on mobile. This is a social networking type fundraising effort.
Mobile is definitely going to facilitate that.
And you can share your progress along the way, leverage that thermometer, once we see that goal hit doesn’t mean that people are going to stop if anything, they’re going to be encouraged to donate even more. And of course, share it via email, link it to your website or share it via social media. Now, any questions that you have I’m going to hang out for a few more minutes. I’m going to get to any unanswered questions. But if you had any other questions, or you wanted to sign up for training, here is our email address right here, you can reach out. If you wanted any training here. Let me get to some of my questions from Terry. What is the converted column? When you toggle statistics, so converted? Is of everybody that viewed your page? How many of them actually actually donated? Did we convert into a donation? Let me I can hop back up here. And the statistics we were looking at for when this was in test mode did skew things a little bit. But here’s one Wolfson whiskers summer 2022. So of the 14 views that this online forum had, five of them actually completed it. Five
over 14 is 36%.
Does the crowdfunding section on the gift screen only appear once you’ve created a crowdfunding forum? Great question, Sue. Sue, everybody has access to these fields. So it’s also possible that you might not have online forms plus, but my suspicion is Sue, that if you’re not seeing those crowdfunding fields, they may not set to be display. Now again, since all, all databases are customizable, and mine is probably definitely different than yours. For me in my system, I have a I have a whole section here for this, I would poke around a little bit there. So and see if you can find that field, maybe it’s in a different section. And if it’s not, it’s probably just not set to display. And you can go into settings and screen designer to find those fields and send them to display. If you’re running into any issues. They’re getting those to display, please reach out to the Support Department. I don’t know what your individual support packages, but bare minimum, you’ll have access to chat support, they’ll be able to get you situated. So you’re very welcome, Jane. You’re welcome. Glad you enjoyed it. Terry, you’re welcome as well. You’re welcome. I’ll hang out for a couple more minutes, folks, because we ran a little bit late here today, Nancy, you’re welcome. Any other questions about crowdfunding let me know.
Daddy, you’re very welcome. Glad you liked it. Thanks for stopping by friend.
All right, that
looks like everybody. So thank you, everybody. Thank you. I’ve been shown the taro. All of you have been a very interactive, it’s been great working with all of you. Take care. Have a great day. And if anybody signed up for selection filters in an hour, I’m doing that webinar as well. I’ll see you there. Take care everybody.Read Less