jumpstart your fundly campaign! webinar
TRANSCRIPT
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Jumpstart your Fundly Campaign! Hana Yang
Customer Success@hanayang
Webinar / Wednesday, June 5th
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freemium
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Subscription
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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
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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
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$ $
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
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$ $
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
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STRUCTURE & TERMINOLOGY
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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
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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
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FLOWS
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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
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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
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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
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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
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HANDS-ON DEMO
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BEST PRACTICES
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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
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Core Principles1 People give to people
2 People Give to a story
3People Give When They’re Asked
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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 – [email protected] | 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
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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 [email protected] to upgrade
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Q&A
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thank you.Thank you.