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
- Navigate to the LevCharity platform.
- Click on the ‘Fundraise’ option in the menu.
- Select ‘Fundraising campaigns’ to view the existing campaigns.
2. Editing a Campaign 0:28
- Choose an existing campaign to edit.
- Click on the campaign to open the editing interface.
3. Adding Campaign Details 0:44
- Enter a title for the campaign (this will appear on the front-end).
- Write a campaign message to describe the purpose of the campaign.
4. Customizing Campaign Settings 1:41
- Set the currency for the campaign (note: cannot change if donations have been made).
- Define campaign start and end dates or select ‘never-ending’.
- Toggle the countdown timer on or off.
5. Setting Fundraising Goals 2:52
- Specify a fundraising goal amount or mark the campaign as unlimited.
6. Configuring Donation Frequency 3:14
- Choose the donation frequency options (one-time, monthly, installments).
7. Uploading Media 3:41
- Add a banner image and a featured image for the campaign.
- Upload gallery images for a carousel display.
- Include a mobile image for better display on mobile devices.
8. Adding Video Content 4:34
- Paste the URL of a YouTube or Vimeo video.
- Enable an overlay if desired.
9. Updating Information Bar 5:09
- Use the update bar to display important information to users.
10. Customizing Donation Amounts 5:18
- Set predefined donation amounts that will appear at checkout.
11. Modifying Checkout Settings 6:01
- Change the checkout header and add custom text.
12. Adjusting Visibility Settings 6:30
- Hide or enable additional settings such as:
- Credit card fee
- Sticky bar
- Goal and amount raised
- Donor names and messages at checkout.
13. Adding Sponsorships and Bonuses 8:35
- Include sponsorships or equipment pieces if necessary.
- Enable matching and bonus rounds.
14. SEO and Custom Fields 9:08
- Fill in SEO title, description, and image.
- Add custom fields for additional information collection at checkout.
15. Finalizing the Campaign 9:26
- Review all settings and details.
- Click ‘Update’ or ‘Publish’ to save changes and create the campaign URL.
Cautionary Notes #
- Ensure all required fields are filled out before publishing the campaign.
- Double-check the currency setting, as it cannot be changed after donations are made.
Tips for Efficiency #
- Use templates for campaign messages to save time.
- Keep a checklist of required images and details to streamline the setup process.
- Regularly review and update campaigns to keep information current.