How to Launch a Successful Crowdfunding Campaign

Okay, it is one o’clock now, Eastern Time. Glad to get started with everybody.

Want to introduce myself and what we’re doing today, so let’s get started, and others will join, sure that as we get going. So today, our topic is going to be learning how to use classic Read More

Okay, it is one o’clock now, Eastern Time. Glad to get started with everybody.

Want to introduce myself and what we’re doing today, so let’s get started, and others will join, sure that as we get going. So today, our topic is going to be learning how to use classic online forms, or DonorPerfect, classic forms, with a special use of it, we have a special template for creating a crowdfunding form, which is typically our peer to peer fundraising efforts. So we’re going to learn about the organization page, and we’re going to learn about the fundraisers page, and we’re going to look to see how the typical foundation of the crowdfunding forms are similar, or the basis of that is the basis of our usual forms are the basis for these crowdfunding forms. So lots of excitement to go along today. My name is Janet Carroll and one of our DonorPerfect trainers, and I am very happy to work with everybody today. Everybody has a chat screen and quest Q and A screen, so please use them as appropriate. I have them both open on my screen so I can respond accordingly. Let’s get started with a quote from our donor. Perfect knowledge base, the average successful crowdfunding campaign raises $7,000 with an average $88 per individual donation.

Does anybody experience any of these peer to peer crowdfunding campaigns with these kind of results, or is this your first crowdfunding campaign that you are learning how to set up today?

Feel free and share your thoughts, comments, even thoughts about what you want to learn today, in case there’s any particular nuances that I could comment about, because I’m happy to read where you’re coming from, what your goals are, and gear the content around that.

Okay, so what are we going to be focusing on today? We’re going to be, of course, learning how to create a crowdfunding form.

We’re going to learn all about managing individual fundraiser forms and what that means to everybody. And of course, data in, data out, we’re going to learn how to track and report campaign success. So let’s start out with our organization page. But I want to take a quick pause here and remind everybody that we have you are at the organization level, so you are going to have your organization page to talk about the big overall efforts. And of course, your goal is to have fundraisers working for you to expand on your reach, your outreach for this particular campaign. So we, ever you, have your organization page for this campaign, and each of your fundraisers will have their fundraising pages. We’re now focusing on the organization page. So as an organization, of course, you’ll have your story and your image, as you can see here in the sample. You also get to set a goal for the overall success, the overall goals of this campaign. And of course, there’s a horizontal thermometer there to show you the progress along the way.

We’re going to learn all about managing individual fundraiser forms and what that means to everybody. And of course, data in, data out, we’re going to learn how to track and report campaign success. So let’s start out with our organization page. But I want to take a quick pause here and remind everybody that we have you are at the organization level, so you are going to have your organization page to talk about the big overall efforts. And of course, your goal is to have fundraisers working for you to expand on your reach, your outreach for this particular campaign. So we, ever you, have your organization page for this campaign, and each of your fundraisers will have their fundraising pages. We’re now focusing on the organization page. So as an organization, of course, you’ll have your story and your image, as you can see here in the sample. You also get to set a goal for the overall success, the overall goals of this campaign. And of course, there’s a horizontal thermometer there to show you the progress along the way.

Right? So we are also, of course, one in this goal tangled together. You know about the is success of the event itself, or that program that goes along with that goal, when we are taking people to that organization page right we can be inviting people to become fundraisers for us. And so here I am. I’m looking at the image on the right side, and it says, join our cause. So look right over here, and it says, make your own page. So here you are. You’re that potential fundraiser, and you get to click on that and start the process of creating your own fundraising page.

Okay, any questions so far, just put them in the chat or the Q and A, as I said, I have them both open, and I know a few people have joined since then.

So what we’re looking at now is the basis of this special crowdfunding form. 

Know the basis of this is the basis of our donor, perfect, classic online forms. So if you’re familiar with creating these classic forms, the basis indeed, is still the same. But of course, we added to it. We’ve added some special customizations, so we’re going to indeed, as this full first bullet point says we are using the DonorPerfect online forms tools. This one is the classic. We do have two online forms products. This is the classic version of this to customize the donation portion of the page, because what you set up here, of course, will be used by all of the donors, whether they are in the using the organization page or using the custom fundraiser page.

So like with all of our forms, they collect donor information as well as the donation information, easily. So I’d like to do is just jump into our database here, and I’m going to come over to, our apps, and come into our online forms.
Okay, so what I’m going to do now is my presumption, of course, at this moment, is that you are familiar already, or at least mildly familiar, with our classic online forums. If you do have a webinar on that topic, if you can join us live, please know that under Help and on demand webinars in the foundation series. Please join us, if not live. Come come over here for the webinar on classic online forms. But here I am in the forms area within our classic forms, and I’m going to come to the bottom here, and I’m going to click Add form.

And here in this donations section, right, we have four different groupings in the donation section, we have an option for crowdfunding forms, and I am indeed going to use this template.

So I’m going to create a brand new crowdfunding form, and I’m going to call mine find a cure 2024 and I want to accept my payment options. I am going to accept electronic credit cards and electronic checks. My currency will be in US dollars, and the bottom portion here is simply all about who is going to be notified that a form was created today, and that’s going to just simply be to myself, and I’m going to continue this setup.
So what we have now is I’m going to fill in the basics and just the basics, and then I’m going to show you where we’re at. So I’m just for the moment, I’m going to leave, fill in some things and leave other things where they are. So what am I going to do first? I’m going to fill in my organization name. So I want my organization name to be the National Research Foundation. Oops.

And my form is going to be indeed what I just entered a few moments ago. It says, find a cure 2024 so that looks great. And I’m going to say that, yeah, we’re not going to leave my goal as $10,000 so that looks good.
We can talk about personalizing the form the page another time again, this is at the organization level. I can have my custom story. I have my image. I could change my image. Of course, individual stories is what our fundraisers are going to be setting up my solicitation code. I did create one in advance for funded cure for 2024 so I’m going to come in here, and here is my code. If you have not yet set up your code, all you have to do is check, click the plus sign and create your solicitation code right here using the familiar code and description options.

Okay, what we can also do right here is we can add contact information. You’re allowed to contacts at your organizations, or two, basically behind the scenes, people that are here to answer questions, to be there in case anybody has needs an outreach. So I am going to come in here it is required field. We can see the red asterisks down on the bottom. So I’m just going to put in my name, and I’m going to put in an email here that I will be demonstrating with.

Here it is. Okay, and let’s just put in a phone number here. I can add another contact. The maximum is indeed to people. I’m going to click save, ah, here I am. My form is active, okay, I couldn’t I can click View to see what my form looks right now. I’m going to bypass that right now. I don’t need to look at it right now, but I want to continue to the form, because I want to point out one piece of information here. If you’re familiar with our classic forms, you’re likely have used the basics on the top, you’ve used the fields and items sections in the middle, and maybe even likely the additional options below. But look what’s here now is crowdfunding on the very bottom, and we have access to be customizing the organization page and the fundraiser list. The basics, though, at the top, this is all your typical your your user friendly, what you’re used to using for your other classic forms. The same thing with fields and items, and the same with the additional options. There’s nothing different there. We just now have an extra section called crowdfunding. Okay, I am going to simply click save here, and I’m going to come back to our presentation. I’m going to come back here, just to come back later. And here we are, all right. So when we continue to move along, we remember here, as I mentioned earlier, that when you have fundraisers, we could send them that the link to that organization page, and then they can click here, and they can click to create their own page. So when we need to share a link, of course, we just we send them, we send them the link that comes from the basics and the sharing and Links area. Okay, so we do have, of course, the different options where we tend to share and simply communicate information. We have that created by that could be initials, it could be the name, however you want that to be, as well. And of course, we tend to share within varied kinds of social media. Within the setup, we have the ability, of course, we want to ask people to become fundraisers. When people become fundraisers, they get two emails with different purposes. So the first option here to it says personalize. It’s look notice it says, personalize your crowdfunding form. Do not share the link. So here it gives us access to as a fundraiser. It gives us access to the setup, your story, your picture, your goals, all of that. So you want to create your and create that custom fundraiser page. The second box here on the bottom literally is the one that you forward to your family and friends. All you have to do is, at the top of the email, you want to remove the reminder of what this is all about, so we send you this email so you know what it’s all about. With a little message at the top, we want you to simply remove that personal message from us to you, and then you send out by forwarding that email, of course, to your friends, families, neighbors, etc, extending the outreach of your organization’s typical supporters, okay, or I’m going to say typical prospects, all right, any thoughts or questions about where we are right now? Okay? So here we are when somebody comes in and they are within their fundraising page, we get to, of course, personalize it. So this is what somebody will get as one of their emails. They get to personalize their page, right? And they get to edit all the information, whatever they need to do. And you can see here, reach your page directly at and it gives you the URL for your own editing. So that’s great. So yes, we get to personalize the page, put in your story, put in your image, put in your goal, all of that, okay, this part should never be shared with anyone. This is this that behind the scenes use for you and your form setup, right? So the other email, as I mentioned, is the one that you’re going to be forwarding to. Your friends, family, neighbors, everybody, all you have to do is delete this reminder at the top of the screen where you know where we have that message to you. We wanted to, of course, make sure that you can easily differentiate the purpose of each of the emails. So this, in the end, is literally what your friends and family, everybody that you’re sending it to, this is what they’re going to be receiving. So when they get it from you, all they need to do is click on that orange button and your fundraising page is going to display for them to make their donation. So we, of course, collect information. We collect money through all of these forms, right through the organization page or the individual fundraiser pages. All the money, of course, goes directly to your organization account. We can see here on this page, one of the things I like to look at right here is the recent supporters. And of course, the top fundraisers the recent supporters are those that are making the donations. So that’s what you’re seeing right now, the recent donations. Whoops, we are seeing the recent donations right here. If we were to look at the top fundraisers, those are the ones that became those individual fundraisers for you, those that are sending out those emails to their friends and family. Okay, so the the recent supporters are making the donations themselves. Of course, we expected the fundraisers themselves to be making the donations. But here the top fundraisers, when we click on that, it literally shows where they are with the top with their group of donations pulled together. So we see that top fundraiser group, which is pretty nice part of that collection of the funds, of course, shows in what we call the rack, the review and acceptance center, when we come into that online forms section to begin with, one of the noteworthy items here is where we have The statistics and what it adds to the use of this rack the review and acceptance center is we get to see the number of views and we also see the converted percentage. Of course, we need to step up the views in order to get more converted. So when you turn that statistics on or off, we get c or don’t see, indeed, those extra columns. Okay, let’s jump into the database again and we’re going to come back to the form, and we’re going to look around a little bit. Okay, so what I’m going to do here is, just to show you, I’m going to say how it works. If I look at that links and sharing, I do have the link for my organization form, so I’m going to click my copy link, and I’m going to come in and paste it up here.

And this is what everybody sees. They are you’re at the organization page. And if you wanted to create your own fundraising page, you’re right here, so I can click here, create my own fundraising page. This is where you put your name. And what I’m going to do right now is I am just going to, because I have an email open here, I’m just going to put the word test with my name so I can easily differentiate what’s going on, and I am going to use my other email address here, okay, and right here. So I’m going to create my page. My page has been created, fantastic. So I’m going to come over here into my email and wait a moment, and here I am. So I have a few things going on right now. I put myself here, and I’m going to apologize. Maybe I should have put my work email, my other email address, in here, this first one that I’m going to show you basically says, Hey, organization, organizer, okay, at the nonprofit, each of you, you’re going to get an email that says, Some we have a new individual fundraiser for you. Okay? And this is the person with their email address. That just created it. Okay? And yes, you could view my page. I haven’t. I haven’t customized it yet, but you can keep my email, of this email, of course, and use that later. Okay, so I’m just going to come back and leave that unread. So what did I just get? These top two emails. Okay, so the first one says, this is the one here that says, forward to your family and friends. Delete that reminder first, right? Remember, I said earlier that we’re going to delete this portion here. We would forward it, delete this portion, and then start adding all of your people’s email addresses to it. So this is, remember, what everybody’s going to see. Let me come back here and I’m going to edit this other one in the middle. It says, personalize my crowdfunding page, right? And here I am. It says, Congratulations to me, right? My page has been created so I can come in here and literally personalize my page. So I could keep my name up here as it is. I could edit this and maybe just put my initials. You can have it any way that you want. Whoops. Let’s come in here. So I’m going to use my initials here, and all I have to do is click my the check mark. So now I just edited my name. It’s all up to you the fundraiser. How they if they want their name listed or not, this $10,000 excuse me, was the organization’s goal. But if my goal is not $10,000 what if my goal is less than that? What if my goal is $2,000 here I am. I oops, sorry, I should have clicked the check mark there. Here we go. So now I have my goal, my personal goal of 2000 the organization has a goal of $10,000 okay, I am this is I’m going to come in here for change my image. If I come in here, all right, I’m just going to, whoops, I’m just going to come out here and find my document that I’m sorry my image. So let me just pull up something there one sec. And my webinars. Whoops.

All right, so I just found an image that I’d like to use, okay, for people working together, and I have that here so I would come further down the screen customize my text. You see we have, indeed have some styling options, okay? And whenever I’m done with everything I get to click save and publish. Cool. This is a reminder of what I need to do right but now what right now? It says the next step is pretty simple. Simply share my page as widely as possible. So I’m just going to say, got it. So I’m going to come back here. And here was that email that I had just used. I’m just going to come back into my inbox now I really ready to forward my message. Here it is, I’m going to start forwarding, but when I’m in here, I’m going to remove this, right and remove that message, and I’m going to remove all of this and just make it as though it here it is, my message, so I can edit my subject just to get rid of my forwarding message there. And I’m going to now put in all of my recipients right in here, and that’s pretty nice. So fill in all of the email addresses that you need to use. I’m just going to put in my email address here and I’m and you remember, you might want to do BCCs, like, do yourself, and then BCC everybody, however you feel like is appropriate. Go ahead and do that, and then that email. I’m now going to go, Wait a moment, and my other email system is just waiting for that, and I should be getting that shortly. It did not come yet. Ah, there we go. So I’m just going to open this up and bring this over here and his this is what I just found. Hello, I’m raising money for find a cure, a cause I strongly believe in my name came over. For the way that I created it, okay? So you know that there’s a difference here, okay? And this is donate to that cause. So pretty nice. So we get to, then come in here, and then we get to see the basics of what I set up. So that front page was generic, because everybody gets the same thing. Now it’s all a matter of what you created for your supporters. So we saw the fact that I added this image just a little bit ago, and we come down here, and this is all about the donations on a typical, classic DonorPerfect online form. So if you need assistance with any of that set up, of course, we can help you with that. Today’s focus, of course, is in how the specifics of the crowdfunding form is set up and used. Okay, so if there’s any questions, please let me know about that. I’m going to move that out of the way. All right, all right, so let’s come back into our presentation. Here. There we go, and let’s continue. So of course, we need to be able to thank our donors right that usual way from within our online forms. So the there’s an email that comes from the organization to all the donors who support the individual fundraiser. And that is part of the basics. And then email options within your online form. I am going to show you where that is as well. So the organization is going to be saying thank you to the donor, right? And then there’s also going to be an email to the fundraiser, okay, from the organization about the donation from their page. So yes, the donor gets something, and you as the fundraiser gets something as well. You as the donor, perfect person. Okay, everybody here today is going to know by going into the rack, you’re going to be able to see that donations were made, okay? And you, if you have alerts, you’ll know that donations are made as well. Okay, so how about if we go in and we take a look and see where we set up that custom email that’s going to come from your organization. All right, so here I’m going to come back to my here’s my donation form that was sent out before, but I want to get back here behind the scenes. Remember, we had the basics down through crowdfunding, but right now the topic is email options. We need to be able to customize what and how we say thank you to our donors, so we want you to put in the appropriate name. So we’ve got, it’s coming from us at DonorPerfect. We’re sending it out, okay? And we want you to put in the name. This is now a name, not an email address, okay? Somebody’s name that says is coming from that person, okay? And if somebody clicks reply to in and when they receive that thank you. Email, we want an email address. Here. It could be the email address, of course, of that from person, or maybe it’s something more general, so goes to maybe that person and others. We encourage you to customize the subject line as always. Make this I’m going to say obvious, and an incentive for somebody to open up this email so they get that immediate gratitude when they see that. That the appropriate wording in the subject line, you could include, of course, the name of the person, the name of the donor, either the first name or first and last name, or maybe just the first name, if you’re the name of your form is such that you could use it in the line in that subject, you can do that. Mine is find a cure 2024 if you if I wanted to have that in here, I can certainly do that. All I have to do is thank you for your kind support of maybe. And then I can click my form name. And then, of course, this would automatically be converted to by words when it goes out to find a cure 2024 of course, as with all of our emails set up, please go through all of these options in case you want to BCC anybody so in real time, that means that when a donation gets made through the organization page or the fundraiser pages, of course, this email is going to the donor, if you want anybody within your organization to know about it in real. Time make sure they’re BC seed, and that, of course, also includes who’s ever name and possible email address is here because they’re not it’s not in their sent box. It’s in our sent box. So if somebody needs to know in real time, make sure that they’re BCC here. And you can indeed add multiple people, just check the box and add a few email addresses if you need to. There’s a plus sign that makes that task very simple. Of course, come down here on the screen, put instead of this thank you banner that’s generic, maybe put in an image that represents the purpose of the form, something for your organization certainly customize that and the text as well all the details about the support itself is automatically included, as we get reminded over here, right? So reminding ourselves that the donor gets their thank you and the fundraiser gets that email simply notifying them about the donor’s contribution, which is super nice. Any thoughts or questions, feel free and ask. I’m going to pause for a moment and then ask, Has anybody set up a crowdfunding forum before, or have you done any peer to peer fundraising? And this is the first time you’re setting up a crowdfunding form within DonorPerfect. So if you have any thoughts, or you know the history within your organization, to respond, I would love to hear from you. Kind of gives me an insight into one of the reasons why you may be joining us today. Okay, so if you want to feel free and sending information, all right, so let’s continue on, and let’s talk about what is where within this world of crowdfunding forms, because we certainly want to think about, where’s the data? Where is the data going? Where do we do the setup, just reminders, and have a nice summary page. So this is a nice page. Take a screenshot if you want. Okay, you do, by the way, do get a link to the recording after the session as well. But let’s point out a few things here, within the organization page right we set the name and the goals for this campaign and for the organization’s point, we say that there’s a story and an image that goes along with the organization itself.

We noticed earlier that when we’re on some of those pages that we see top fundraisers and recent donors and such. So within the organization setup, there is a place to show and hide the donation summary. And I’m going to show you some of these points as well. And you can also within the organization, setup, change the contact people. And again, you’re allowed to contact people for this crowdfunding form. From a fundraiser standpoint, we have them. We have the ability to edit their fundraiser name, so if they have a nickname or whatever that might be, they get to have that right. We are able to activate and inactivate the fundraiser page. Also pretty important, because what ifs you are continuing a crowdfunding campaign this year, and it’s a continuation of last year, but maybe some of your fundraisers did not come back from last year, so now we might be inactivating their fundraiser page. Okay, so we do have that particular option. Here we get to, of course, edit the fundraiser page. And if your fundraiser has not doesn’t remember I did in their emails, of course, we could resend that fundraiser email to them, so then they could continue that editing, maybe change the image, update their story. We can also delete the fundraiser page. Now, when we first come into the forms area, we have a list of all of our forms, and that’s that review and acceptance center, commonly called the rec we do get to review the transactions. We see a count of all the uses of the form. We get to download the transactions, and that is, click to download if you don’t have automatic trans automatic downloading turned on. We also get to see. The total dollars raised right from that screen, without having to run any reports, we see the total dollars. And last, but certainly not least, on the right hand side, here is the ability to input offline donations. So what if somebody sends you? Send somebody a link, and for whatever reason they don’t have they’re not near their computer. They for whatever reason, they can’t send in an electronic payment, and they want to send in a check, maybe that’s their preference. When you receive that payment, you can indeed enter that information off, what we call like offline from the crowdfunding forum, but still giving credit to that fundraiser. So that itself is all really important, because it’s all about managing the all the setup and all of the data here. So I’m going to come into the database again, and this time, I’m going to come down into crowdfunding, and let’s look at a few different areas. So let’s start off with that organization page option. So if you remember, this is where we started. I put the name of my company. I put in the name of my specific form, right? And I had my goal personalizing it all, and on the very bottom it says more options. So here I have my solicitation, and notice some of the donation summary options. This is our choice as an organization, should we show the top fundraisers list? Show or don’t show? Should we show the supporter list like those, those recently donated? Again, it’s your choice to show or not to show. I want to focus for just a moment on this option here, exclude donations prior to so I mentioned a few minutes ago, what if you had a crowdfunding campaign that started last year, or maybe even prior to that? If we’re looking at just those that are supporting us in this year’s crowdfunding campaign. I want to and I only want to see the results of that in my thermometer. I can say, exclude donations prior to and then I would pick the date that we started off this year. And I’m going to say, You know what, what if we started yesterday? I’m going to say, You know what, we started yesterday. So everything before that, it says will be excluded from the supporters list and the progress widget. So a nice way we don’t have to have that a code for every single year what we need to make sure that we use this exclude check box, and that’s remember the your solicitation code of find a cure. We have that, of course, but right now, if we did just find a cure, it can go from year to year simply by excluding all right, so if I change my solicitation code, I won’t have anything in that code, if it’s brand new, but if it’s an existing code, I can exclude what is in what came in from the past. And here I have my contact information that is at the bottom of my organization page. So I have room to add another contact, so I’m going to put in here, and let’s just say Sally Jones. And let’s just do sally.jones@aol.com and of course, everything here is, well, the top line is required, but I’ll make a different here. There we go, and there’s no room to add a third context or like two contacts at the bottom of that organization page, I’m going to click Save. All right. Now I’m going to come to my fundraiser list. All right. So my name here, you can see the ID is keeping me as a fundraiser, unique amongst all fundraisers. My default here is showing the active fundraisers. In case I have some that are inactive. If I had any inactive, I would see them now, because I clicked on all so it was brand new. So we started off on the only one, and I’m active. If I click edit here I get to if I wanted to put my full name in I could do that. I edited that. Remember earlier. So at the top of my page, it has my initials, not my full name. So here I if I was going inactive, let’s say I’m left over for last year. I’m not doing it this year for whatever reason. I can click on active and it goes to not active. So I can. However, is appropriate. When I am finished making any of my changes, I accept my changes with the check mark. Let’s look over here on the right hand side, I have my pencil on paper, and you know what? Here I am, and a reminder, this page is for your use only so I could the pencils are here. I can come in here and make my edits. And of course, when I’m finished, I want to save and publish all of my changes. I’m going to close this up. And here I have this image the paper airplane. And it says, do I wish to resend emails right, containing a link for this, for this fundraiser, which happens to be me, so that I could edit my page. So the third person me, if they get this email, I would be able to edit that page right. And of course, I get that additional link. Remember, I get two emails when I do this is same two emails, one to edit, one to forward, delete that top portion and forward it into all of my friends and family, etc. So I’m going to cancel out on that one right now. And of course, there’s a trash can if I wanted, if I made a mistake, maybe I was just practicing with this fundraiser, I could literally just click the trash can and delete it all as well. So I’m going to come into my my database here, and I’m going to pull up, let’s pull up Joseph Bag of Donuts. And let’s pretend that Joseph just sends in some money towards my crowdfunding page, and for whatever reason, did not want to, did not want to use the form, or was not able to do that. We have an area here, right? And we’re going to just do a little bit of a teaser here. It says, apply to a crowdfunding page. So we’re going to come back here. Okay, we’re going to see how we use this. We use the gift screen, and we have to, of course, say this is part of that person’s crowdfunding. We need to, we need to apply it so that person gets credit. Alex has a question, can we use the Exclude donations prior to function on general donation forms as well. And I’m going to come back here, and that’s a great question. Alex, so remember when we created this crowdfunding form?

One of my comments was that this crowdfunding section on the bottom is unique to the crowdfunding form, where the other all of the other forms in this area for classic donor, perfect forms has the basics, fields and items and additional options. It does not have this crowdfunding section where we saw within the organization page. Of course, I’m going to come back to the bottom just to remind everybody of where your question came from. So we were in the online forms organization page, and I came all the way to the bottom, and I said, To see more options. And this is where I found this information that Alex is asking about. So Alex also added, we run an annual year end campaign. Could we keep using the same form year over year without having to copy and recreate it each year to start with a clean slate? So this is used for the crowdfunding scenario because of what’s involved with all of the fundraisers. Okay? And it can get, I’m going to say, cumbersome, when there’s a lot of fundraisers, if you have an annual appeal, let’s say, or you said, annual year end campaign, my experience of many years says, let’s have a new code for each year. Why? Because when we run a solicitation analysis, we get to see the results of each campaign. And what if my annual year end campaign was sent out, let’s say in November, early December, okay? And what if somebody responds in January, right? It was hanging around. Whoops, they forgot to send it in. You’re likely going to still be attributing that January donation, if it came in in an special envelope, let’s say, or they responded on a particular link to a form that you had for that year end, right? We want that code to still be associated with it, even though it came in a little bit late. You know, I know you were looking for that just the November and December donations. So the code for that year rent appeal, 2024 is still going to be for that year end appeal, 2024 even if it came in in January of 25 if that solicitation code is assigned like that. So this is for, really for the crowdfunding, because often people are. Going to be deciding what kind of you know, they might have that carryover code, I happen to create one that was just for the one year, but if you just did find a cure, okay, then you would literally want to do that, exclude donations prior to the beginning of that session. Okay? So that last years and the year before, and that the accumulation is is not going to be part of this thermometer. And in this case, it’s really all about that thermometer, okay. But in your case, I would say, keep with the codes, with the year or year in season, with your solicitations. Think it, it works very nicely that way and takes advantage. My last comment before moving on is that when you’re creating solicitation codes, such as an annual year ended campaign, you can to put in how many were mailed, what the costs were, etc. So when you run your solicitation analysis, you can get a full picture of what was going on for that, each of those individual solicitations. And those are really, really nice. So we’re just dealing with all this extra information here because of all the fundraisers and that organization page versus the fundraiser pages all of that. So that’s why it’s a little bit different, and that’s why some of the options, of course, are different, so glad that that worked well for you there. Oops. Alright, so let’s continue over here. We’re going to take a bit of a deeper dive now into that offline donations. Then we’ll go back into that transaction that I opened up, and we’ll make an offline donation. So what do we have here? We want to apply the gift from the donor’s record, of course. So we open up the donor, not there, of course, you’ll add it in, and then we come to the gift screen, and we fill in that top portion as we know, or should know, all of the codes that are literally behind the online the scene of the online forms. Now we’re doing it manually, because, you know what a check came in Absolutely. We then come down to the bottom portion, down here, and now we have the options like we saw here. We are applying to a crowdfunding page. And now we have the fundraiser name, we’ve got the page name, we’ve got all of that. And the idea is to give, I’m going to say credit where credit is due here. So I’m going to just jump back in and continue on that page that I started to show you just a little bit ago, and oops, come back in here and think, why am I not coming up here? There we go. Okay, I’m going to come back into the new gift, and I’m going to start at the top right, because when we add a gift, we need to put in all the information. So let’s say there’s going to be $50 and we’ve got a check, we’ve got the check number here, and we’re going to say the campaign, let’s put in a 2024. Campaign is going to be for, let’s say, annual funds, but we’re going to, of course, put in this solicitation is the find a cure 2024 and we have, we should have a, probably, a fund a cure. Thank you. And I could actually do that right in here. So find a whoops. Sorry my mouse is in the way there. Find a cure. So for a thank you code, and I don’t want to fear on that, so I’m just going to do a save. And here’s my thank you letter that I can use year after year. I don’t need a year on that one, okay? And what I’m going to do is I’m going to come down here into the area for the crowdfunding information, and I’m going to say it’ll apply to a crowdfunding page. And look at this. It says crowdfunding page name. Okay, so I’m going to say find to cure 2024 and I’m going to select which one it is, and I’m going to come here and I do have this as my form, and why have me, and then the organization. So I’m going to do my select, and here we go. My fundraiser name. Remember, I changed it from my full name to just my initials, so that’s why that’s here. Any way that you want to do it, of course, is absolutely fine. I’m about to click save, but I want to make a quick comment here. Remember, data in, data out. We’re going to get to that in a little bit. But every place that you are. Almost every place that you put information in. Of course, we get to pull it out. So it’s a matter of course finding the right report that has the data presented the way that you like to see it, and that’s going to be where we’re going next. Because yes, we get to run reports. Yes, we could run it based on my solicitation code at the top Absolutely. I could run a solicitation analysis, you know, and I could also run a report based on fundraiser by fundraiser, so that itself is really nice. All of these fields are relevant for based on what your needs are. So I just saved my donation. There we go. So I’m going to come back in and we’re going to see more about what this looks like. So when we’re looking again at generating our results, what can we do and what do we see in DonorPerfect, well, we see the gift record. We use that whether it’s automated or whether it is, you know, manually answered, like that check was just a few moments ago. And in the gift record, we record the fundraisers name as well as that crowdfunding page name, and it comes in automatically, if that was done using electronically that fundraiser page right, we would get the information. Would get into the same place we in DonorPerfect. We could pull out the data right from an export template. We could create an easy report. And of course, both of these are the two custom options to get the data in the format that you want it.
The financial report that I love the best for this purpose that I alluded to just a few moments ago is there is a report the giving summary by selected field, and it allows you that selected field, it allows you to choose the field that you want to report by, and choosing fundraiser name is very common. That’s what a lot of people do here. So I will be demonstrating that. And of course, out on the rack that review and acceptance center, we see we know that the donor details are available. We can click on it, and we can literally see what’s there, what’s been processed on that form. Electronically, right, we have the complete display option, and of course, we saw the statistics, but the complete display option is one of the other options at the top of that rack, where you can see more information about the donor and what they’ve information that they have put in on the different screens. And so that is always available to you. And within the rack, you also have the ability to export to file. So if you haven’t done any of that, it’s all not so much behind the scenes, but it’s pretty easy to do. If you are used to downloading, clicking to download, you will see that there’s an option indeed there to export. So I’m just going to come in here show you around a little bit on some of what I have said, because we want to have that picture, not just the words behind us. So I think I’m going to start off in the rack, just because it’s a little bit faster. I want to then focus within DonorPerfect. So I’m going to come back to apps and online forms. I’m Yeah, okay, and I’m going to I know that the last form that was created was my crowdfunding form, so I’m just going to click on my ID column twice, and here’s the name of my form. And you’ll notice I get to delete and I can edit, but notice that there’s no copy icon on crowdfunding forms. There is none. You cannot copy it. That question related to what Alex was talking about before is really the reason why we don’t need to copy it going forward. We can exclude the prior donations. So you can see that the current thermometer, which is really nice. So, oh, okay, oh, so, thank you, Wendy. I see that. Okay. What’s going there? So within the numbers here, I did not do an electronic donation here. I did an offline donation. But if anything here was available to be downloaded. Of course, I would see that I’m just going to click on a number here on another form for just a moment. When I click on a number because I want to download it, I see at the top of the screen, there’s different display options, summary expanded and complete. I’m. So the comment earlier was about getting more information. So when I click Complete, I get to see the details that were filled in. And of course, if I had the box checked, I could, of course, click export to file and for all of those transactions that were checked off. So that’s a summary of what was said just before, a few moments ago, but I want to stay now within DonorPerfect, and we already saw the data here that I entered. So what I’d like to do is jump into this really neat report. I’m going to come into reports and Report Center, and I’m going to search for a report called The Giving summary. Here we go, giving summary by selected field. And I am going to say, You know what? I have a date range. So I’m just going to say, let’s just get it from the beginning of the month. Here we have September 1 through today, and look at this field to segment by very cool. I’m going to click here, and I can choose anything I want here. I’m going to choose fundraiser name, and I’m not going to have anything else here. I’m not no filter. I’m not going to include pledges, just money in the door. And I’m going to run this report here. And here it is. Now, of course, if I didn’t make my name abbreviated, I would see my full name here. But this is fundraiser by fundraiser. It is grouping all of the fundraising results. So I would have fun. Each of the fundraisers would have a row in this report, which I find is really cool. It’s a the quickest way you’re going to get results. And I love seeing the count, the donor count and the number of gifts. I’d like to see these just a nice big overview of the results of where I am today with using my crowdfunding page. If there’s any questions, please let me know. This is, I’m going to say, the easy go to but if there’s something else that you wanted to to summarize by, of course, you are welcome to choose that as well. So let’s come back a little bit some fundraising tests before we do a recap. So here’s a question, what happens if you change the solicitation code selected for a crowdfunding form, we change the solicitation code, the gifts made under the old solicitation code are not going to show anymore because we change the code. Simple as that, can you stop the form from displaying gifts made before a certain date? Like to reuse it for next year’s event? This question is exactly what Alex Well, say, related to that, right? That I went, that we went on to show the answer is yes, we just have to put in the date so it blocks the past and only uses this going forward, which was different than, of course, creating a solicitation code for the other kinds of efforts that don’t have those individual fundraisers, and that’s why we like to have the details to go along with each of our efforts. It allows us to see more of a focused effort by effort in each individual report. Can an organization create a page for a fundraiser. So can someone at your organization office create a page for a fundraiser, like, Could you do it for them, instead of them doing it themselves? So you’re signing them up? And the answer is yes, right? You basically fill out that crowdfunding form as if you are that person, putting their name in and providing that person’s email address, and then they’re going to get those two confirmation emails that we showed before, one for them to edit, one of them to send out. So here’s for recap, right? We have an easy sign up, right? Uh, templates available for setting all of this, all of this entire process up, use that crowdfunding form. Okay, no password is going to be required. Your fundraiser does not need a password, but we do need that link, so there is a chance that they’re going to ask you for that link again. No problem, you could send that that to them. The forms indeed are mobile responsive. We know that about 35% of crowdfunding donations indeed are made, are made on mobile devices. And of course. Love to share the progress, right? So we do want to leverage the thermometer. We want to make sure that everything indeed is accounted for, right? And of course, give the option for everybody indeed to share via email and social media. So it’s all part of setting up your form again that comes circles back to our the general setup of a donor, perfect, classic online form.

So I want to thank everybody for joining me. We are just at that one hour mark. I am very happy to answer any more questions. Want to thank everybody again, and I am going to stay in the database here. In case anybody has any questions, happy to hang around for a few minutes if you have any of course, good luck with all of your crowdfunding efforts and all of your fundraising efforts you all right, it looks like there’s no more questions today. So have a fabulous day. Everybody. Take care. Look forward to seeing you at the next webinar.