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Donations

  • Creating On-Page Donation Forms
  • How to configure a sponsorship opportunity donation form
  • How to setup a variations donation form
  • Overview of Donation Forms on LevCharity

Crowdfunding Campaigns

  • Creating a Crowdfunding Campaign at LevCharity
  • Setting Up Crowdfunding Campaigns
  • Crowdfunding Sign-Up Procedure
  • Creating Crowdfunding Emails on LevCharity Platform
  • Exporting Data for Team Campaigns

Integrations & Settings

  • Setting Up Donation Forms in Plugin
  • Crowdfunding Account Sign-Up Settings

Events

  • Creating Events Using the Events Module
  • Creating and Managing Events in the Back-End System
  • Creating an Event Using the OLD Template in Fundraise
  • Creating and Managing Events Using Single and Multiple Templates
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  • Exporting Event Data from LevCharity Platform
  • Creating Event Digital Ads

E-Cards

  • Creating E-Cards
  • Managing E-Cards
  • Setting Up E-Card Email Notifications

Fundraising Campaigns

  • Creating a Fundraising Campaign on LevCharity Platform
  • Standard Operating Procedure for Managing Fundraising Campaigns

Configure

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  • Adding Sponsorship Equipment Pieces to Your Site

Transactions

  • Managing Transactions in the Admin Back-End
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Creating a Fundraising Campaign on LevCharity Platform

1 min read

Objective #

This SOP outlines the steps to create and manage a fundraising campaign on the LevCharity platform, ensuring clarity and ease of execution for team members.

Key Steps #

1. Overview of Fundraising Campaigns 0:00

  • Fundraising campaigns are set up by the charity to allow donations.
  • Users cannot sign up or perform other actions on this platform.

2. Campaign Setup 0:15

generated-image-at-00:00:15
  • Set up a campaign with the following elements:
    • Banner image
    • Amount raised
    • Donation goal
    • Progress bar to track donations
    • List of top donors
    • Campaign title
    • Share options for social media
    • Campaign message heading and description text
    • Donors section to acknowledge contributions
    • About section for additional information about the charity.

3. Campaign Timer 1:17

generated-image-at-00:01:17
  • Include a timer that counts down to the campaign’s start date.

4. User Interaction 1:40

generated-image-at-00:01:40
  • Implement a sticky bar that displays campaign statistics.
  • Provide a ‘Donate’ button for users to contribute to the campaign.

5. Support and Assistance 2:12

generated-image-at-00:02:12
  • Encourage team members to reach out for assistance if they have questions about the campaign setup.

Cautionary Notes #

  • Ensure all campaign details are accurate before launching to avoid confusion.
  • Regularly update the progress bar and donor information to maintain transparency.

Tips for Efficiency #

  • Use templates for campaign setup to save time on future campaigns.
  • Schedule regular check-ins to monitor campaign progress and make adjustments as needed.

Link to Loom #

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Updated on October 29, 2025
Standard Operating Procedure for Managing Fundraising Campaigns
Table of Contents
  • Objective
  • Key Steps
  • Cautionary Notes
  • Tips for Efficiency
  • Link to Loom
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