Archives

Creating a Crowdfunding Campaign at LevCharity

Objective This SOP outlines the steps to create and manage a crowdfunding campaign at LevCharity, ensuring clarity and efficiency for team members. Key Steps 1. Overview of Crowdfunding Campaigns 0:00 2. Campaign Setup 0:13 3. Campaign Features 0:32 4. Team Functionality 1:17 5. Donation Process 1:45 6. Captain’s Page 1:59 7. Checkout Process 2:11 8. […]

Setting Up Crowdfunding Campaigns

Objective This SOP outlines the steps required to set up and manage crowdfunding campaigns in the backend system, ensuring clarity and efficiency for team members. Key Steps 1. Access the Backend 0:21 2. Navigate to Crowdfunding Campaigns 0:45 3. Review Campaign Dashboard 1:10 4. Fill Out Campaign Settings 1:46 5. Choose Campaign Template 3:09 6. […]

Crowdfunding Sign-Up Procedure

Objective This SOP outlines the steps for signing up for a crowdfunding campaign, including creating or joining a team, and setting up personal campaigns. Key Steps 1. Access the Sign-Up Page 0:13 2. Choose Sign-Up Type 0:29 3. Create a Team 0:38 4. Autofill Options 1:21 5. Review Information 2:32 6. Set Up Personal Campaign […]

Creating Crowdfunding Emails on LevCharity Platform

Objective This SOP outlines the steps to set up and manage crowdfunding emails for users on the LevCharity platform, ensuring effective communication with donors and team members. Key Steps Step 1: Log into the Backend 0:29 Step 2: Navigate to Configure 0:42 Step 4: Add a New Email 1:22 Step 5: Title the Email 1:33 […]

Exporting Data for Team Campaigns

Objective This SOP outlines the steps to export data related to team campaigns or crowdfunding campaigns on the LevCharity platform. Key Steps Step 1: Access the Export Section 0:13 Step 2: Choose the Type of Export 0:41 Step 3: Export Active Campaigns 0:55 Step 4: Export Team Information 1:27 Step 5: Export Team Donations 1:49 […]

Managing Transactions in the Admin Back-End

Objective This SOP outlines the steps for managing transactions in the admin back-end, including filtering, adding, and editing transactions. Key Steps 1. Accessing Transactions 0:13 2. Filtering Transactions 0:25 3. Searching by Donor Name 1:23 4. Managing Subscriptions 1:56 5. Exporting Transaction Data 2:10 6. Adding a New Transaction 2:25 7. Saving and Reviewing Transactions […]

Creating E-Cards

Objective This SOP outlines the steps to create and send e-cards through our system, ensuring clarity and efficiency for team members. Key Steps 1. Overview of E-Cards 0:00 2. Setting Up the E-Card 0:20 3. Inputting E-Card Information 0:32 4. Adding Additional Recipients 1:45 5. Setting the Price 2:08 6. Finalizing the E-Card 2:16 7. […]

Managing E-Cards

Objective This SOP outlines the steps for adding, editing, and managing e-cards in the backend system. 1. Introduction to E-Cards Management 0:00 2. Accessing E-Cards 0:16 3. Editing an E-Card 0:28 4. Setting Up E-Card Details 0:41 5. Customizing E-Card Design 1:38 6. Organizing E-Cards 2:05 7. Uploading Images 2:18 8. Managing Checkout Fees 2:37 […]

Setting Up E-Card Email Notifications

Objective This SOP outlines the steps to configure email notifications for e-cards in the system, ensuring both users and admins receive timely updates regarding e-card purchases and statuses. Key Steps 1. Access Email Configuration 0:16 2. Add New Notification 0:32 3. Select Notification Action 0:59 4. Configure Email Settings 2:21 5. Customize Email Content 3:04 […]

Standard Operating Procedure for Managing Fundraising Campaigns

Objective This SOP outlines the steps to create and manage fundraising campaigns on the LevCharity platform, ensuring clarity and consistency in the process. Key Steps 1. Accessing Fundraising Campaigns 0:00 2. Editing a Campaign 0:28 3. Adding Campaign Details 0:44 4. Customizing Campaign Settings 1:41 5. Setting Fundraising Goals 2:52 6. Configuring Donation Frequency 3:14 […]