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How to Set Up a Crowdfunding and Peer to Peer Campaign

Last Updated: Jun 28, 2018 11:29AM PDT

Crowdfunding and Peer to Peer Fundraising empowers your supporters and staff to efficiently collect donations on your behalf from their social networks. Individuals can easily set up their own fundraising pages in minutes from any device. All donations and donor data are directly and securely captured inside your organization's account.

Watch the Quick Setup Video here:

 

For more training videos for Crowdfunding and Peer-to-Peer Fundraising, click here. Otherwise, the Text documentation is below:

To get started creating your Crowdfunding and Peer to Peer Campaign, click Fundraising and select Crowdfunding/Peer to Peer. Then follow the steps below.

 

  1. Set Up Your Keyword
  2. Set Up Your Fundraising Page
  3. Set Up Your Online Form
  4. Set Up Your Sign Up Form
  5. Social Media Settings
  6. Teams
  7. Fundraisers

Set Up Your Keyword

  • First, either type in a new Keyword,  or select an existing one to reset and start from scratch.
    • For more on using an existing keyword, click here.
  • Next, select an Existing Campaign or create a new one. 
    • NOTE: A MobileCause campaign is meant primarily to organize real-time reporting. It is visible to the public is when it is shared by a donor. The donor has a Facebook button on the Donation Thank You page that they can share your campaign's information to their Facebook network.
  • Because this is a Peer to Peer and Crowdfunding campaign, the shortcode will be 71777
  • Set your Fundraising Goal, or the amount you want to have raised by the end date of your campaign.
  • If you want to disable the Fundraising goal and hide it and the progress bar from the main campaign, fundraiser, and team pages click the slider bar next to Enable so it reads Disable.
    • Disable the fundraising goal when you are running a campaign where the number of donors act as votes to determine a “winner” (Dancing with the Stars, Best Chef, Favorite Bartender, etc.).
    • This feature should also be used when the primary campaign goal is participation, not amount raised. 
  • Write a Custom Message for the Thank You page that will be displayed after someone donates.
  • Link for 'next' button after donation is made is where you would include a link for a donor to be redirected to once they have completed a donation. Great links to include here might be a quick thank you video or simply link back to your website to learn more.
    • If you do not provide a link, the 'next' button will simply not appear on the Thank You page.
  • Enable Email Notification on Donation is where you will choose to enable or disable the ability for your MobileCause users to receive email notifications when a donor completes a donation. You can then select the users you wish to receive the emails in the Select one or more notification recipients table.

Once you've successfully created your keyword, the system will assign the keyword and make it live.  Then it will will redirect you to the Fundraiser Dashboard.
 
Note: If the keyword you chose was already in use, you will see a note to try another keyword.
 

 

Set Up Your Fundraising Page

The Fundraising Page is where you will customize the look and feel of the main fundraising page for the campaign. This is your organization's main form that every supporter will see before they donate, become a fundraiser or share your campaign

Think of this page as the tree trunk and each individual fundraiser as the branches stemming off. This is where you will set certain stylistic options and images that your individual fundraisers cannot change, like background image and accent color. 

All the settings you change here will be the same for your main fundraiser page for the campaign all the way down to your individual volunteer's pages so that brand recognition stays the same across the board.

As you are customizing your form, the mobile version of the form will show to the right. If you want to see what it looks like on larger screens, like on a PC, click on the Fundraiser Form in the lower left of the page.

What to Customize:

Choose a Theme

There are two themes available: The Classic and Theme 1.  Theme 1 is more dynamic and provides a greater user experience, so we recommend using Theme 1.

Logo & Branding

  • Brand Logo
    • On Theme 1. this logo will appear in the banner, so it is recommended to use one that has a transparent background so it blends into the banner.
    • On the Classic Theme, this image will be displayed both at the top of the page over the header and next to the "Organization Summary" at the bottom.
  • Background Image
    • The image that is displayed in the background when viewed from a computer or other large screen device. It is suggested that the photo be 1920x1080px in size for best formatting.
    • The form is also slightly translucent, so a portion of the background image will show through on any device.
    • If you would like no background at all, you may also switch it from "Show to Hide"
  • Display Profile Pictures as
    • Your fundraisers can provide images for Profile Pictures when they sign up using the Sign Up Form. You can choose how those pictures will be displayed: As a Circle, as a Rounded square, or as a Thumbnail.
  • Accent Color
    • You can change the color of the thermometer and donation buttons, as well as the share button and links. This can be a specific hexadecimal color code, or can be easily selected by clicking on the color square and selecting your choice on the color wheel.
  • Background Color
    • If you do not choose a Background Image, or if the page takes long to load on slower connections, you can have something other than the default white appear on the form. This will only be displayed in the background when viewed from a computer or other large screen device.

Banner

The Banner refers to the bar  across the top of the form in your Accent Color. This bar will always be visible as you scroll down the page. You have the option to Show or Hide each option and edit the content of each of the following:
  •  Banner Logo
    • This is the same as the Brand Logo in Logo & Branding
    • Note: it is a good idea to have a transparent solid color version of your logo so it blends into the accent color in the banner.
  • Banner Donate Button
    • When the regular Donate Button scrolls off the top of the page, a smaller Donate Button can appear in the banner.
    • You have the option to change the word from Donate to something else, with a 20 character limit.
  • Banner Text
    • By Default, it shows the Keyword and Shortcode
    • If your organization or campaign has a specific slogan, this is the perfect place to add it.
    • Note: While there is no limit to the length of what you can put in the Banner Text, if your message is longer than 37 characters, it will not show on the mobile version of the form.

Media Carousel

The Media Carousel allows you to showcase your Peer to Peer and Crowdfunding Campaign with both images and videos that will cycle through on your form. It will show arrows to tap or click and bubbles to navigate to a specific item in the carousel.
 

Note: If you have a video, it is not recommended to have more than the one item on the Carousel if you have it set to Autoscroll (see below). The video will continue to play as it cycles through the items on your carousel.

  • Text Above Carousel
    • By Default it will show your Organization's name as it is displayed in your MobileCause account. Click Edit Content to change it to whatever you like.
    • This is a single line of text that will not wrap.
    • It will show 36 characters on the mobile version of the form and 47 characters on the bigger screen version, before it starts to "fall off" the main form.
  • Carousel
    • Add Videos
      • Paste in the URL of the video and click the + button to add a video
      • Currently we support both Vimeo and Youtube videos
    • Upload Images
      • Click Upload and choose an image from your system to add to the carousel
    • Autoscroll
      • If you want the images to automatically cycle through each image or video, like a slide show, you will want to choose Yes for Autoscroll. 
      • If you prefer to leave it to the visitor of the page to flip through the images and videos, choose No.
    • Autoscroll Interval (in milliseconds)
      • This lets you choose how long you want each image or video to display.
      • The default is 5000 milliseconds, or 5 seconds.
    • Wrap
      • Once the Carousel reaches the end, by default, it will start cycling through the images and videos again. You can turn this feature off or on.

Goal

The Goal section shows your numbers for the peer to peer and crowdfunding campaign.

  • Progress Bar
    • Like the Event thermometer, you can see a graphic representation of the amount you've raised toward your goal.
    • You can show or hide this entire item.
    • You can Edit it to:
      • Type: Right now the only "type" is the progress bar, but as we add new templates, there will be more options
      • Show Goal: If you want to show the amount of the goal.
      • Show Total Raised: If you want to show how close you are to your goal or if you've exceeded it
      • Color: This changes both the color of the Progress bar itself and the text discussing it (Raised and Goal)
  • Donor Count
    • This will display the current number of donors.
    • You can show or hide this value.
  • Fundraiser Count
    • This displays the number of people who are fundraising for you.
    • You can show or hide this value.

Buttons

  • Donate Button
    • This button will take a visitor to your donation form for your peer to peer and crowdfunding campaign.
    • You can change the text of the button from "Make a Donation" to anything you like with a maximum length of 20 characters.
  • Fundraiser Button
    • This button will take a visitor to your Sign-up Form to become a Fundraiser.
    • You can show or hide this value.
    • You can change the text of the button from "Become a Fundraiser" to anything you like with a maximum length of 20 characters.

Tab Sections

The Tab Sections refer to the webpage tabs below the carousel and action items on the large screen version of the form and collapsible sections at the bottom of the mobile version of the form. All of the Tab sections, except the Impact tab, can be turned off or on and renamed. You can also choose which tab you want displayed as the default.

  • Impact Tab
    • Here you would explain to the donor exactly what you are fundraising for and why they should support your campaign. An Impact will always be shown, but the individual has the ability to modify their own personal message from the one you entered initially.
      • The Main Text section in the form designer allows you to modify the top portion of the "Impact" tab.
      • Organization Summary lets you summarize the goal and mission statement of your organization so that donors know more about who they are contributing to. The Organization Summary section in the designer allows you to modify the bottom portion of the "Impact" tab.
  • Teams
    • If you are using teams, this allows visitors to the form to view and search for the teams.
  • Fundraisers
    • This will show individual fundraisers, their numbers, and their unique Keywords, with a button to go to their unique page in your campaign.
  • Donors
    • This will show who has donated to your cause. You have the option to show the amount they've donated or not.
  • Comments
    • This allows visitors, donors, supporters, fundraisers, etc. to discuss your campaign, using the Disqus commenting system.

Social Media

All the Social Media settings can be turned off or on. They are pre-populated with messages that include links to bring people back to this Fundraiser page. All the messages can be edited.  The Social Media buttons show on the left side of the form on larger displays.

  • Facebook Sharing
    • Facebook also allows you to add an image to the post that can be uploaded in Edit content.
  • Twitter Sharing
  • Text Message Sharing
  • Email Sharing

Set Up Your Online Form

The Online Form is where all donors will be directed to when placing their donation. This is where you will select what information you collect and how the general donor experience will feel. As you edit the donation form, you will see a mobile preview of the changes you make to the right of the accordion dropdown.

The process is identical to building an Website Donation Page.  For Instructions click here.

Considerations for your Donation Form:
    Logo, Branding and Background Image

Consider making all the color and image choices the same as your Fundraising Page settings, so the experience from going from the one form to the next seamless.

Set Up Your Sign Up Form

The Sign Up Form is where your crowdfunders will sign up to receive their own fundraising page for them to raise money on your behalf. Once the fundraiser submits the information on this page, they will need to find the link sent to them to confirm their email address. Once they confirm, they will be directed to the page to create their password, upload their avatar image, and change their goal and call to action.

For information for the Fundraiser to setup their page, click here.

Fill in the Background Image (viewable only on a desktop), Inspirational Photo banner at the top, and your Call to Action.

The ability to Collect Date, Gender and Terms are all optional and allow you to collect extra information from your fundraisers. Date could be used for a birth date or date of their event while Terms could be used to collect a liability waiver to participate in a 10K Run.
 
Cut and paste the Embed Code for Sign Up Form to place the form on your website or Facebook page.
 
Now you are ready to kick off your campaign by sharing the Link to your Fundraiser Sign Up Form or organization's Fundraiser Page in mobile messaging, over social media and in emails! You can also share the Keyword and Shortcode (71777) by word-of-mouth and at live events.


 

Social Media Settings

You can set specific language to be shared out to promote your Crowdfunding campaign. Learn more about Social Media Settings here.

Teams

Your Crowdfunding campaign can have teams of fundraisers. This allows each team to have their own team page with a team goal and pictures. Learn how to create Crowdfunding Teams here.

Fundraisers

When you go into your Peer to Peer and Crowdfunding Campaign, you start on the Fundraiser Dashboard. This will list the Fundraisers who have signed up with you and a snapshot of their success. You can also modify the default settings for your fundraisers from here.

Fundraisers

You can click on their name to pull up their customized donation form.
You can click on the Edit button in Actions change or modify settings:

  • Peer Fundraiser Team
    • You can add the Fundraiser to a team or change their team, if you are using teams.
  • Team Captain
    • You can make the Fundraiser a Team Captain
  • Your Picture
    • You can add or change the Fundraiser's picture.
  • Your Fundraising Goal
    • You can change their goal
  • Message for Your Supporters
    • You can edit the message they are showing their supporters

Fundraiser Settings

  • Volunteer Fundraising Goal
    • This is the default goal for volunteers
  • Email notification to Fundraisers
    • If you want your Fundraisers to receive messages that people have donated through them.
  • Review Fundraisers before they go Live
    • This allows you to check on an account, their goals, their message, etc. before they go live in fundraising for you.
  • Select one or more notification recipients for Fundraiser Review emails
    • Note that only MobileCause Account Administrators can get the notification for review emails. Regular MobileCause users in your account cannot.
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