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Create a fundraising campaign

You have the flexibility to create and manage your fundraising activities and campaigns in the order that best suits your planning process.

You can start by creating individual fundraising activities such as a silent auction, a raffle, or an event, and then link these to a new or existing fundraising campaign at any time. This approach is ideal if you prefer to develop and manage activities before formalizing the overall campaign.

Alternatively, you can begin by setting up a fundraising campaign and then add and create new fundraising activities directly within the campaign. This method is useful if you want to establish the overarching campaign framework first and then incrementally add activities.

Regardless of the approach you choose, you can continuously add new fundraising activities to your campaign, ensuring flexibility and adaptability in your planning. Both the campaign and its associated activities can be updated and managed in real-time, allowing you to tailor the fundraising process to your specific needs and timeline.

There is no limitation on how many activities you can link to a fundraising campaign; however, it’s important to note that a silent auction, raffle, event, or sponsorship must be exclusive to a single campaign; they cannot be linked to multiple campaigns simultaneously. In contrast, products and donation items are flexible and can be linked to several campaigns (simultaneously or across time).

From the Fundraising menu option, select the Campaigns tab. From here, a list of your existing fundraising campaigns will appear. By default, the list will be filtered to All campaigns (in either a Visible, Scheduled, Draft or Archived state), but this can be filtered further, as desired.

To get started, click on the Add Campaign button.

General

Following the same steps to setting up a page in CommuniBee, begin by filling out the fields below.

  • Campaign Name: Enter the name of your fundraising campaign.
  • Page Slug: Based on your title, this field will automatically populate. Feel free to update this as desired.
  • Fundraising Goal: set a goal for this campaign. All items linked to the campaign will contribute to the goal amount and be updated in real time.
  • Display Goal: an optional setting that will publicly display the fundraising goal and its progress while the campaign is live. This is a great way to keep your supporters engaged with your fundraiser.
  • Short Description: Provide a summary of the campaign which will be displayed when shared online or on other pages.
  • Feature Image: Upload an image that will be displayed when sharing this item on social media or within your community.
Once you have entered the above details, click Save and Next.

Media

This section is all about the design of the campaign’s web page. You can upload images or link to a video that act as the banner for this page. The appearance of your banner can then be configured to create a truly stunning landing page for each of your fundraising activities.

  • Media Position: Choose where you want your image or video to appear.
    • Header & Body Only: No image, no problem. Your page will default to only have header and body text. No image upload necessary.
    • Media On Left: If you would like to keep your image and content together within a single section, this allows your image to appear on the left, and your header, body, and details of the campaign on the right.
    • Media Full Width At Top: Like standard web pages, a banner appears at the very top of your page and takes up the full width (commonly referred as the ‘Hero’ section). The rest of the content then appears below your banner.
      • If using Images, you will have the option to adjust the following:
        • Banner Aspect Ratio: select the general size of your image(s).
        • Banner Max Height: choose how tall your image(s) will be.
        • Image Anchor: determine how your image(s) will be positioned.
      • Use Custom Blocks Only: Feeling ambitious and want to build this page from the ground up? Select this option and navigate to the Layout tab to create a unique fundraising campaign using our pre-built page blocks.
    • Media Type
      • If you selected Media on Left or Media Full Width At Top from the Media Position dropdown, you can decide on the media type (Images or Video).
        • Images: you can browse from your community library or upload new images from your device. If you upload multiple images, they will appear on your campaign page as a slideshow. The recommended image size is 500px by 500px.
        • Video: only YouTube videos are supported currently. Open the YouTube video you want to link. Click on the Share button, then select the Embed option. Only copy the URL from this screen, then navigate back to your CommuniBee dashboard and paste it in the Video URL field.

Once you are done setting up your media, navigate to the Layout tab to preview your fundraising campaign.

Content

Add additional details about the campaign so your audience fully understands what the fundraiser is all about. Please be aware that there is a 4,000 character limit for this text field. If left blank, we present the Short Description that was entered on the General tab.

Layout

Not only can you preview your campaign from this tab, but you can also make additional changes to the overall page layout.

To build on this page and add additional sections, follow the steps below:

  1. Under where it says, Choose Another Template or Block to Add, click on the Add Block To End button.
  2. A Page Block screen will appear that lists individual blocks that can be added to your page. For example, a Text Block to include text and an optional button, a Multiple Item Block to feature specific items from your community, and more.
  3. Click the Add button to have the block appear on your campaign’s page.
  4. Depending on the block type you select, you will have different customization options. As you make changes to a page block, a preview will update live on your screen so you can know exactly how your page will look before you save.
  5. After you finish customizing a page block, be sure to hit the Save button so you don’t lose your work.
  6. For any additional blocks you add, you have the option to edit, duplicate, or delete individual blocks by using the icons on the right side of each block

To rearrange a block, use your mouse and hold left click on it, then drag the block above or below another block. Let go of left click to set the block in place.

Visibility

With your page fully designed and ready to share to your audience, the Visibility tab is where you make the page visible.

Status

  • Draft: The default status for any newly created page. Pages set to Draft cannot be shared or and viewed by your audience.
  • Live: The status must be live in order to be visible to your guests. You can share and have your audience view the page from your website.
  • Archived: For pages that you want removed from your website. Once Archived, the page will no longer be accessible by your audience.

At any time, you can manually update the status of this page. You can also schedule a Publish Date to have this page become visible at a specific date and time. Be sure to switch the status of the page to Live before entering a Publish Date. If you include a Hide After date, this page will automatically switch from Live to Archived at the specified date and time.

Once your fundraising campaign is created, you can start linking fundraising activities to the campaign (even if the campaign has a Draft status). If you have existing fundraising activities, you can link them to the campaign from the specific activities Visibility page. If you need to first create the activities, you can initiate creating each item from the fundraising campaign’s Overview page, which will automatically link them to the campaign.