How to create a Crowdfunding, Checkout, or Competitive Campaign page?
Click Giving on the admin panel. On the next page, click the "+" sign.
Enter the Campaign Name and select the page type from the dropdown options.
Step 2: Enter Basic Details
On the Basic Settings section, enter the below details 👇
Page Name or Campaign Name
Page type (Crowdfunding. Checkout or Competitive)
Currency for the campaign
Enter email addresses to send a notification to when a gift is made
Brief Summary of the campaign.
Communities: Select one or more communities if you wish to have the giving campaign focused on a specific group.
Step 3: Enter Campaign Settings
Under Campaign Settings, enter the following details 👇
Campaign End Date.
Goal - You can select either "Amount" based goals which is the Amount to be raised for the campaign, or "Gift" based goals which total Number of Gifts made towards the campaign
Call to Action text - Enter the text you want to show on the Donate button.
Donor Visibility - Choose one of three options based on how you want a donor to view others' donation information.
NOTE: This section is removed for a checkout campaign page.
Step 4: Add a Payment account
Under the Payment Rules section, click on Add Payment account.
In the sidebar, enter the following information 👇
Payment account - Select any one of the payment accounts that you have linked onto the platform.
Currency - Select the currency for the payment account.
One-time gift amounts - Set up the Amount slabs for one-time donations. Click on Set Default to make one of the Amount to be selected by default [optional]
Minimum Donation Amount - Set a minimum donation amount (greater than zero and lesser than the default amount you set on the amount slabs)
NOTE: Stripe payment account is required for monthly recurring donations. Monthly donations can also be set up with slabs and minimum donation amounts, just like one-time donations.
NOTE 2: You can also hide the "one-time" donation option if the Stripe payment account is linked to the campaign.
Step 5: Enter the fund options
Under Fund Designation, enter the following details 👇
Fund options - Select the funds you want to associate the campaign with. Click here to learn how to create a fund and how it works.
Allow users to give to multiple funds - Allow donors to give to multiple funds in one donation by toggling on this option.
Allow users to add their own fund name - If a donor wants to donate towards a fund that is not listed, they can enter a fund name of their choice. Click here to see how it works.
Step 6: Select Prepayment and post-payment forms
Under Forms, select the Prepayment and the Post Payment Forms.
Even if you don't set these fields, default Prepayment and post-payment forms are added. These default forms are not editable. You can only change some of the mandatory/non-mandatory items.
NOTE - For the form to be visible on the dropdown list, ensure the form type is "For an event/giving campaign on Almabase."
NOTE 2: The Form Fields that you select here will be added to the default form. That means you can only add fields that you need in addition to the default form but cannot replace them. So it is advisable to use this only if some extra details are required.
Step 7: Enter Campaign Details and Cover Image
Under Details and Images, enter the following details 👇
Description - Enter the campaign details/description in this field.
Banner Image - Select a banner image for the campaign. Recommended size is 1200x375px.
Banner Image for mobile [optional] - Select a banner image for mobile screens.Recommended size is 600x600px.
Gallery Images [optional] - Any image related to the campaign you'd like to share.
Step 8: Gift Options
Under Gift Options, you'll find three toggles.
Allow anonymous gift - Toggle on this option if you'd want to receive anonymous gifts for the giving campaign.
Allow gift tributes - Toggle on this option if you'd like the donor to attach a tribute to their gift.
Are quick select options visible - It is turned On by default. The six default amount slabs are hidden; donors must enter the Amount manually.
Step 9: Other Settings
There are multiple options under the Other Settings section.
Thank you image - Add a picture you want to show your donors after making a gift. This is displayed above the post-payment form.
Redirect user after gift completion - Add a URL on this field to redirect the donors to a specific page after gift completion.
Social share URL - If there is any specific URL you want the donor to share on social media. The default is the campaign URL.
Redirect users to an external URL when making a gift - If you want to direct the donor to an external URL when they click on the donate button, enter the URL of that page here.
Delete Page - Click on this button to delete the campaign page.
Note: A campaign can be deleted only if no donations are associated with it.
Step 10: Save the Campaign
Turn on the toggle Publish Fundraising Page to make the campaign visible to the platform users.
Toggle On Accept Gifts to start receiving gifts on the Giving campaign.
Finally, hit on Save Changes.
NOTE - For a checkout campaign page type, skip Step 4. The rest of the steps remains the same.
To check how the campaign will look for a donor, click the below links
Other articles on Fundraising:
Please write to us at email@example.com or through the Intercom Chat 💬 if you have any queries or concerns on adding funds. 😄