jumpstart your fundly campaign! webinar
Post on 16-Feb-2017
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Jumpstart your Fundly Campaign! Hana Yang
Customer Success@hanayang
Webinar / Wednesday, June 5th
freemium
Subscription
Agenda• Fundly Overview• Approach & Milestones• Structure & Terminology• Flows• Hands-on Demo• Best Practices• Resources• Next Steps• Q&A
Learning Objectives1. How Fundly is structured2. How to speak Fundly and set up your account3. How to create and launch your Fundly campaign4. How to maximize your Fundly platform
Fundly overview• Simplest Personal & Team peer-to-peer Fundraising tool• Built from the “ground up” on Social Integration• Tiered hierarchy Parent/Child – Team/Individual Fundraisers• Scalable solution for large & small non profits• “We help & guide you” be successful in your personal campaigns
through system smarts and tools, “Fundly Guide”
Fundly is a fundraising platform that helps turn personal networks into new-donor networks
$ $
Leverage your Supporter Network
84% New Donors56% FB Connected
Non-profit Organizatio
nEvent (e.g. 5K Walk)
campaign(e.g. crowdfund
a school library)
Teams
Fundraisers
Supporters
/Donors
$ $
Leverage your Supporter Network
Non-profit Organizatio
nEvent (e.g. 5K Walk)
campaign(e.g. crowdfund
a school library)
84% New Donors56% FB Connected
Teams
Fundraisers
Supporters
/Donors
STRUCTURE & TERMINOLOGY
StructureCause Page
• Main Landing Page (e.g. arnoldpalmermedicalcenter.fundly.com)
Campaign Page
• Child of Cause Page (e.g. arnoldpalmermedicalcenter.fundly.com/arniesmarch)
Team Page
• Child of Campaign Page (e.g. arnoldpalmermedicalcenter.fundly.com/karli-s-angels)
Personal Fundraiser Page
• Child of Campaign Page OR Team Page (e.g. arnoldpalmermedicalcenter.fundly.com/karen-leonard-karli-s-angels)
Cause
Campaign 1 Page
Team 1 Page
Personal Fundraiser 1 Page
Personal Fundraiser 2 Page
Team 2 Page
Personal Fundraiser 3 Page
Campaign 2 Page
Personal Fundraiser 4 Page
Personal Fundraiser 5 Page
Personal Fundraiser 6 Page
Cam
paig
n ad
min
TerminologyUSERS
Admin You! Someone who can create and manage Campaign Pages
Captain Someone who can edit Team Pages
Personal Fundraiser Someone who owns a Personal Fundraising Page
Donors Anyone who has made a donation
Supporter Anyone who has clicked on the Support button, made a donation OR owns a Personal Fundraiser Page
Giving Levels Drives understanding of what a certain donation amount accomplishes (e.g. $10 buys a Case of Water, $100 gives a Family a Roof Over Their Head for a Night, etc.)
Dashboard An User’s view into a Campaign, Team or Personal Fundraiser Page’s success, campaign performance
Widget A thermometer, button or form that can be placed on any web page outside of the fundly.com environment
Features
FLOWS
Campaign Administrator FlowSignup Campaign
CreationFundly Guide FB Share Notificatio
ns
FB Post
SignupFB OG Create
Email OAUT
H
Email Sent
FB Post
3 Day Reminde
r
% Complet
e
Campaign Finish
Updates
FB Post
Email Updat
e
Supporter Finish
Fundraiser FlowSignup
Campaign Personaliz
ationFundly Guide FB Share Notificatio
ns
FB Post
SignupFB OG Create
Email OAUT
H
Email Sent
FB Post
3 Day Reminde
r
% Complet
e
Campaign Finish
Updates
FB Post
Email Updat
e
Supporter Finish
Donor FlowDonation Donation
MadeDonor Card
FB Comment
FB Post Signup
FB OG Donat
e
FB OAUT
H
Email Sent
FB Post
Updates
FB Post
Email Update
FB Post
Signup
Friend Supporte
d
Friend Donate
dFundraiser FB Post
Supporter FlowSupport Share
SupportFB
Comment
FB Post Support
FB Send
FB Post
Updates
FB Post
Email Update
Friend Supporte
d
Friend Donate
dFB OG
SupportEmail Send Fundrai
ser FB Post
HANDS-ON DEMO
BEST PRACTICES
Best Practices
2 Personal Relationships are Key1 Compelling Story, Images, Videos
3 Identify your Champions
4 Set realistic Fundraising Goals
Develop a communication plan to engage with fundraisers6Leverage the Power of Social7
5 Incentives/rewards for top Fundraisers or Teams
Core Principles1 People give to people
2 People Give to a story
3People Give When They’re Asked
ResourcesCustomer Success Training Webinars – Every 1st and 3rd Wednesday of the month at 10am PST Office Hours – Every 2nd and 4th Wednesday of the month from 10am – 12pm PST
• Subscription customers may schedule 30-minute Office Hours sessions with their Customer Success Manager
Knowledgebase – http://support.fundly.com/• Use the search function to find answers to questions• Access the Knowledgebase through the Fundly Support & Feedback button (left side of your
Fundly page)Support – support@fundly.com | Direct: (650) 468-0026
New Product Updates – http://fundly.com/blogFundly Blog – http://fundly.com/blog
• Check out our Blog to stay up to date on and learn new things everyday
Next StepsSubscription customers1. Reach out to your Customer Success Manager and obtain log-in credentials2. Log-in to Fundly and WePay accounts and complete account setup process3. Connect your Fundly account with social media networks (FB and Twitter!)4. Recruit your Champion fundraisers5. Create a communication plan for your Campaign6. Reach out to your Customer Success Manager to set-up office hours
Freemium customers• Follow steps 2-5 above• Interested in a Customer Success Manager, Branding, Office Hours, and
more? Reach out to Sales at sales@fundly.com to upgrade
Q&A
thank you.Thank you.
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