One Community’s crowdfunding platform allows end-users (which are contacts in your database) to create campaigns to raise money. Each campaign has its own page which the end-user can personalize. On this page, the campaign can receive donations.
Each campaign is part of a crowdfunding project: a cause or event for which money is raised. Projects are created by you, in One Community. When an end-user creates a campaign, it is always part of a project and all money that is raised by campaigns counts towards the total amount of the project.
Projects
A project is a cause or event for which money is raised by campaigns. A project has the following properties:
- A title, description, fundraising target and end date.
- A fundraising product, which is ‘purchased’ when making a donation.
- A gift mail for donors, sent after completing a donation.
- A thank you message for donors, shown on the website after completing a donation.
- A group for donors, in which they end up after completing a donation. This allows you to easily select donors for mailings and more.
- Optionally, you can enable Quick iDEAL donations, a quick way of donating without leaving any personal information.
- Allowed campaign types: the types of campaigns (individual, team, open) that can be created within this project.
- Group labels: add a label to a campaign based on the groups that the contact (the end-user that runs the campaign) is in. This label is shown in overviews and on the campaign page.
Campaigns
A campaign is either an individual, team, or open campaign. The types can be summarized as follows:
Individual: a campaign that is run by a single person. Optionally, individual campaigns can be a member of a team or open campaign.
Team: a campaign that is run by multiple people, who each have an individual campaign that is a member of the team. All funds raised by the team are shared by the team members. Team campaigns are closed: they cannot be joined random others. This type of campaign is typically used for events.
Open: a campaign that is run by multiple people, who each have an individual campaign that is a member of the open campaign. Anyone can join this type of campaign, which is typically used for general crowdfunding.
Other properties of campaigns include:
- A title, photo, description, fundraising target, end date, and cause.
- A project: the cause or event for which money is raised.
- Group labels: a label that is shown in overviews and on the campaign page, depending on the groups that the contact of the campaign is in.
- Individual campaigns can be a member of a parent campaign, which is either a team or an open campaign.
How do I…
Create a project?
- Go to Crowdfunding › Projects and click + Add project.
Edit a project
- Go to Crowdfunding › Projects, open the project that you want to edit, click on the button with three dots at the top, and click Edit.
Hide a project on the website
- Go to Crowdfunding › Projects, open the project that you want to edit, click on the button with three dots at the top, and click Deactivate.
Delete a project
- Go to Crowdfunding › Projects, find the project you want to delete, but don’t click on it. Instead, click on the three dots on the right hand side of the table, and click Delete. This is only possible if the project does not contain any projects.
Create a campaign
- Go to Crowdfunding › Campaigns and click + Add campaign.
Edit a campaign
- Go to Crowdfunding › Campaigns, open the campaign that you want to edit, click on the button with three dots at the top, and click Edit.
Hide a campaign on the website
- Go to Crowdfunding › Campaigns, open the campaign that you want to edit, click on the button with three dots at the top, and click Deactivate.
Delete a campaign
- Go to Crowdfunding › Campaigns, find the campaign you want to delete, but don’t click on it. Instead, click on the three dots on the right hand side of the table, and click Delete.
Add somebody to a team or open campaign
- An individual campaign can be a member of a team or open campaign. In order to achieve this we need two things:
- An individual campaign. If the person you want to add to a team or open campaign does not have a campaign under the same project as the team or open campaign, create an individual campaign first, as explained under Create a campaign above.
- A team or open campaign. This is the team or open campaign that the person wants to join with their individual campaign. If the team or open campaign does not exist yet, create it first, as explained under Create a campaign above.
Now, with the two campaigns ready, you can go ahead and add the individual campaign to the team or open campaign by editing the individual campaign as explained under Edit a campaign above and setting the Member of field, where you select the team or open campaign. Make sure to click the Save button.
Remove somebody from a team or open campaign
- Find the individual campaign of the person that you want to remove from a team or open campaign and edit it, as explained under Edit a campaign above. Find the Member of field, and clear it. Finally, click Save.
Merge two campaigns
- Sometimes it happens that somebody ends up with two campaigns or that two teams want to continue as one. In this case, you can merge the campaigns. Go to Crowdfunding › Campaigns, open the campaign that you want to keep, click on the button with three dots at the top, and click Merge. Now select the campaign that you wish to merge into the master campaign (the one you want to keep), and click Confirm. Note: the order of merging is important. Always merge into the campaign that you want to keep (the master campaign).