How to Set Up a Campaign MyPlanG.com

How to Set Up a Campaign MyPlanG.com Step 1 – Create Your Fundraiser 2 Tips for Success! The next few slides highlight simple step-by-step instru...
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How to Set Up a Campaign MyPlanG.com

Step 1 – Create Your Fundraiser

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Tips for Success! The next few slides highlight simple step-by-step instructions for setting up a fundraising campaign for your Nonprofit organization on PlanG. The following are some tips to make your campaign as successful as possible: Photos & Videos Use engaging photos that highlight your mission and good work you do! If you have videos on YouTube you can easily add them to your fundraising page. Quality content converts more donations.

Fundraiser Story Your fundraiser page should include a short story highlighting your organization and calling out some of your enchievements. This is your opportunity to engage your donors, so examples and stories of your work can make a big difference!

Share Your Fundraiser After you’ve published your fundraiser campaign remember to keep sharing it with your donor list & on social networks to keep it top of mind. One tweet only last a few minutes, so don’t hesitate to keep on sharing for the best results!

Find your nonprofit 1. 

Click fundraise in the navigation to begin.

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If you’re an existing PlanG member with favorites you can select from your existing list.

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You can also use search to locate the nonprofit you’ll be raising funds for.

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Select your nonprofit 1. 

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Once you’ve reviewed search results and found the nonprofit you were looking for, simply click create campaign to get started.

Enter campaign information 1. 

Enter the following campaign information: • 

Campaign Name.

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Campaign Dates: the time period in which donations will be accepted.

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Goal: the amount you hope to raise.

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Searchable: yes indicates PlanG members can search to find your fundraiser.

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Teams: Select yes to include fundraising teams as a part of the fundraiser. You’ll set them up after your main page is published.

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Click save to move on to the next step.

Set up your campaign preferences

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Set up and review your campaign display preferences.

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Review or edit your fundraiser URL. If you edit click the available button to make sure it isn’t already in use.

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Click save to move on to the next step.

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Edit your campaign profile 1. 

Upload a profile picture: • 

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Upload a fundraiser story photo: • 

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the photo that is going to be displayed on the fundraiser page and embodies your story.

Campaign Story: • 

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either your logo or a picture of yourself.

write the story behind why you created this fundraiser.

Click save to move on to the next step.

Add digital content & publish 1. 

Add photos: • 

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Add videos: • 

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Upload pictures that highlight your cause.

Upload any Youtube videos you want directly on your campaign page.

Click save and publish. After you publish you can easily edit any details of your campaign.

Share your campaign page

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1.  You can now see your fundraiser page and share it on social networks including Facebook and Twitter by clicking share. Remember to share, share, share!

Step 2 – Add Teams (Optional)

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Why add teams?

Adding teams is an optional feature that allows the fundraiser creator to add competitive teams to fundraise toward the NPO’s fundraiser goal. Why add teams? Let us explain… Engage Your Fans Use your most active donors to help do the asking. It’s a good way to engage people who want to support your cause and access their network of potential donors.

Extend Your Reach When you have multiple teams fundraising on your behalf you have the opportunity to reach new donors through their network of friends and family. While there’s extra time in organizing and managing teams, the extra effort should pay off.

Raise More Money Having multiple teams creates a competitive spirit amongst your fundraisers that will drive donations. Go ahead, add some teams and see what a crowd can do!

Add and manage teams 1.  Click the main fundraise link to return to the fundraising homepage.

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2.  Scroll down the page and you will see your active fundraisers. Click “Edit this fundraiser” to begin adding teams.

Add and manage teams

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Select the teams tab to manage and add teams to your fundraiser.

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Click the Get Started button to begin.

Give a name to your team

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Name your team and set its goal.

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Click save to move on to the next step.

Message your team 1.

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Add team members: • 

Send invitations to your potential team members along with a personal message.

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You can either type email addresses or add contacts from your PlanG address book.

Click send to spread the word about your team!

Track your progress You can now see how your team is doing on the fundraiser page.

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