red stampede user guide: crowdfunding-fundraising-ecommerce suite
DESCRIPTION
A complete toolkit for you and your supporters – find and recruit new donors to your organization while raising money through your website, social networks, email, events, personal fundraising pages, money-bombs, and on-line donor contests.TRANSCRIPT
Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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CROWDFUNDING/FUNDRAISING/E-COMMERCE
SUITE OVERVIEW
SECURE TRANSACTIONS
1. Unique Payment Gateway
UNLIMITED DONATION/PRODUCT/INVESTMENT PAGES
1. Standard Pages
2. Custom Pages
PERSONAL FUNDRAISING/REFERRAL PAGES
Summary
Setup
Highlights of the Fundraising Dashboard
Highlights of the Fundraising Page
EVENT SPONSORSHIPS & TICKETING
Unlimited unique Sponsorships Packages
Unlimited unique event t icketing t iers/levels
Direct donate feature
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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OVERVIEW
A complete toolkit for you and your supporters –
find and recruit new donors to your
organization while raising money through your website, social networks, email, events,
personal fundraising pages, money
-
bombs, and on
-
line donor contests.
Details Specs Training
SECURE DONATION
PROCESSING We eliminate red flags that cause donor hesitation, like changes in URL domains and different branding on your donation pages. We set up each client with your own unique payment gateway so your supporters can rest easy knowing that they are giving directly to your campaign and not a third party vendor to process your credit card information.
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UNLIMITED UNIQUE DONATION
PAGES You can create and revise the landing page message and automated thank you email for each unique donation page created. For political organizations, easily set thresholds to trigger fields that collect the required information to ensure complete and accurate compliance.
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PERSONAL FUNDRAISING /
REFERRAL PAGES
“Social-Raising”, “Crowd-funding” – we simply call it “Fundraising.” Regardless, our fundraising pages will change how you raise money from this point forward. Anyone can create & customize a their personal fundraising page in seconds, share it to Facebook & Twitter, embed it into a website or blog, & email it to their personal contacts in a matter of minutes.
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EVENT TICKETING
A tool for your supporters to host events on your behalf, share & promote them with their groups and social networks, track attendance, sell tickets and manage registration.
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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SECURE TRANSACTIONS Site Admins can publish and manage an unlimited number of donation pages through The Donation Page Setup
Front-end
The Donation Processing System is a fully tested and secure web form. It can either be integrated into a website (e.g.
https://donate.danforest.com or https://danforest.com/donate) or it can be hosted on a separate website (e.g.
https://thecompany.com/DanForest).
Validates that the field data is within acceptable ranges before submitting to the payment processor.
Allows pre-determined donation amounts and/or user-input of the donation amount. A minimum donation amount can be set.
Can show or hide form fields based on the value of another form field. For example, if a state requires the campaign ask for the
employment information of donors who donate more than $100, the Employment section of the form can be hidden for those who
donate less than $100.
Separate billing and shipping addresses if the campaign wishes to offer an item for a donation, or if the donation form is integrated
into online merchandise store.
Form variables can be pre-set in the URL. The variables that can currently be pre-set are amount, show shipping address fields,
personal fundraising page to credit, first name, last name, email, zip, address, city, and state. Any other form field can be pre-settable,
but will require developer time to create and test. For example, if an email is sent out asking for a $100 donation, the URL in the email
can be https://DanForest/donate?amount=100, which will automatically set the donation amount to $100.
Back-end
The Donation Processing System can integrate with any payment processing system that has a programmatic interface, known as an
API. The backend system is PCI compliant and only stores information about the person and the donation, not the credit card
information.
The backend database keeps a record of every successful and failed donation.
The backend system can be integrated with any external database that has an API. The Donation Processing System currently
integrates with the Campaign Force product of Sales Force, which is a “cloud computing” application used by campaigns such as Ron
Paul’s 2008 presidential campaign.
The backend system can create and/or email any requested reports. For example, nightly CSV dumps can be emailed to the finance
person on the campaign, who imports the CSV into the campaign’s database. See the Reports section for details.
Other donations can be entered into the system and stored in the backend database. These are donations that have not been
processed through the Donation Processing System. For example, cash, checks, and credit card donations that were manually entered
into the payment processor.
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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DONATION PAGES Steps to Building a Donation Page
Select an existing donation page from the drop down menu or enter the title of a new donation page
If you’re creating a new donation page, enter the donation amount that will set the employer and occupation field requirements and click “Save”
To customize your new page, click on the “Go to Edit Page” button
Select one of the three template options: Template 1 – form aligned right Template 2 – form aligned left Template 3 – form aligned below
Enter the amount of each donation option to display on the webpage. There is no limit on how many you may create. Select “Add New Amount” to create additional giving options.
Select on donation amount as the default
Input your content for the automated thank you email message sent to the donor after contributing
Input your content to appear on the donation page. This can include a video, images, or other rich media.
Input any legal disclaimer or other information that should appear at the bottom of the donation page
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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Standard Donation Page
Accepts MasterCard, Visa, American Express, Discover
PayPal Integration optional
All user information is pre-populated into the corresponding fields when the user is signed into the platform
Separate billing and shipping addresses allowed.
Offline Giving Form
Allows user-input of the donation amount.
Accepts Single and recurring donations (Authorize.net only)
Can include permission based fields
Can show or hide form fields based on the value of another form field. Admins control this feature and can establish an amount threshold to activate this field as mandatory
Validation of field data before submitting to the payment processor
All legal disclaimers and requirements are controlled and managed through the Admin Portal
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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Custom Donation Pages
Dan Forest ran a fundraising campaign for a chance to win the opportunity to meet Governor Mike Huckabee one on one. Two landing pages were created –
one for a $5 minimum donation to automatically enter the contest and another landing page which required no
donation but required an email address and cell phone number to enter the contest. The donation page was created through the site’s Fundraising Manager
.
CONTEST NON-DONATION PAGE
$5
SINGLE UNIQUE DONATION PAGE
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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PERSONAL FUNDRAISING / REFERRAL PAGES “Social-Raising”, “Crowd-funding” – we simply call it “Fundraising.” Regardless, our fundraising pages will change how you raise money from this point forward. Anyone can create & customize a their personal fundraising page in seconds, share it to Facebook & Twitter, embed it into a website or blog, & email it to their personal contacts in a matter of minutes.
Create a Personal Fundraising or Referral page. Each page can be turned into a money bomb at anytime which will auto scroll the users most recent donors to give through their page
We use this tool to encourage others to make referrals. You can earn money by creating your personal referral page with a single click. Try it here.
Customize your page or use one of the templates provided. You can change the title, description, and the goal amount of each fundraising page created.
View your public fundraising or referral page
Users can track and monitor their fundraising progress from their personal fundraising dashboards and receive automated alerts for each new donation received
Share your page to Facebook and Twitter
Embed a link into your email program like Outlook or Gmail; embed your personal fundraising thermometer and/or a link to your donation page in a website or blog.
Users can send emails to their friends on the website, contacts from any online email service, and/or contacts on any major social network asking them to make a donation to your organization through their fundraising page. Invite your contacts to buy a Red Stampede website through your page or embed it in a personal website or blog
PERSONAL FUNDRAISING PAGE SETUP Site Admins manage the defaulted content of the user’s Personal Fundraising or Referral Pages from the Admin Portal under the Site Builders in the Fundraising section.
Site Admins control the title, description, and fundraising goal amount to appear as the defaults each time a user creates a new PFP.
Each site user may use the default template or customize their page with their own title, description, and fundraising goal
Learn more about PFP’s and PRP’s in the MY-Advocacy Network Chapter under Fundraising and Referrals.
Steps to Creating a Personal Fundraising Page
Enter the Personal Fundraising Page Title
Enter the description using the content editor. Administrators and registered users may add video or other rich media to the description.
Enter the amount of the personal fundraising goal
Click save
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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Each registered user has the personal fundraising tool in their account. Each user may have multiple personal fundraising pages and may customize the title, description, and the amount of their personal fundraising goal. By default, as explained earlier, the site administrator creates a site wide template for all personal fundraising pages so that if the user prefers not to edit or customize any editable section they may begin using their page immediately.
User’s title and welcome message with description on how to get started
Edit: Link to page where user may edit the title, description, and the amount fields of their personal fundraising page
Edit Picture: User may upload a photo that will appear next to their personal fundraising thermometer on their public page. This allows each user to personalize their fundraising campaigns even more
View Public Page: Links to the user’s live personal fundraising page so that they may see what each person will view when they are on their page
My Fundraising Campaign Statistics: Shows an automated message thanking the user for helping the campaign fundraise
Statistics: Highlights the user’s fundraising performance including the Amount Raised, number of donations, their personal fundraising goal, and the percentage of their goal they have achieved
Contact Recruiter: The Invite Your Friends tool is embedded into each user’s fundraising page allowing them to easily invite their contacts to participate in their personal fundraising campaign
Embed/Share Your Fundraising Campaign: A very powerful tool that allows users to copy and paste a link to their personal fundraising page, code to embed the picture and thermometer into their own personal website or blog; and/or code to embed just the thermometer into their personal website or blog.
Highlights of Your Personal Fundraising Page Dashboard
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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Customize it! Each Personal fundraising page contains the Title, description, and personal fundraising goal all of which may be customized by each user.
Personalize it! Each user may upload their own image to further personalize their page and fundraising appeals
Share it! The share tool is embedded into each personal fundraising page making sharing the page with the user’s Facebook friends and twitter followers very fast and easy and can help the user quickly promote their fundraising campaign.
Track it! Each time someone contributes to the user’s personal fundraising page, the platform will track their donation and apply it to the users’ personal thermometer. With each new contribution received through the user’s personal fundraising page, their thermometer will rise along with the percentage of their personal fundraising goal so that everyone can see their success
Highlights of Your Public Fundraising Page
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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EVENTS HOSTING AN EVENT
Event Title This the name of the event that will be displayed publicly
Event Description Multi-media content editor to allow site Admins and registered Users a full suite of content tools to create their event descriptions
Date and Time The date and time are used to order the events in the All Events View Module. The date and time also dictate when the event will automatically be removed from public view and when RSVP will no longer be available.
Location The Venue Name field lists where the event is being held (Someone’s home, a restaurant, etc.) The Venue Location is the physical address of the venue, which will automatically generate an accurate Google map when created. There is also a field called Extra Venue Notes, which allows the creator of the event to input any special considerations and/or notes about the venue (parking, contact numbers, etc.)
Donation Tiers This new features allows Users to create unique donation landing pages specifically for each tier of the event. Users may click on the Add Tier link and insert the name, label, and amount of the tier. After the event is created and live on the site, these links will each have a unique landing page and automatically be assigned to the event it is associated with when a donation is received for the event, Site Admins will see the event association in the referral page field of the donation report accessed through the Admin Portal
Invites / Permission Invites: Using the Community Recruiter Module, Admins and Users may select one or more methods to invite contacts to the event including manually, uploading a CSV file from their desktop, importing address books from email providers, and/or inviting their friends on the site. Who Can View: If your Event is open to all Organization Users, click “Everyone” to view it. However, if you want to create an Event for certain people, such as a training session for County Coordinators, click “Only friends I invite” to view it. RSVP: You may choose to require an RSVP for people to attend an Event. Share with Groups: you may share the event with any group that you are a member. There is also an option to select all groups which will automatically share the event with every group that you are a member.
Create Event: This will create your event to be placed on the web platform. Some events that are shared with certain groups will have to first be approved by the group owner before it is displayed. Each Group owner who has selected to moderate activity in the group will receive a site notification and email regarding an event awaiting approval, with a link to approve it.
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Neal Harrington | [email protected] | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
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PUBLISHED EVENT
After an event is created, visitors may view the event, download information about the event, RSVP and purchase tickets and/or reservations for the specific level, get directions, and invite others
Each event shows the title, details, tier levels if applicable, venue notes, a description about the event, a Google map showing the location of the event with a link for directions, the Guest list and number of people attending, and the community recruiter module to allow Users to invite their contacts to the event
DONATIONS ASSOCIATED WITH AN EVENT
The event created to the right was an actual event held for Dan Forest in 2012 with Governor Mike Huckabee. The screenshots below it show the process by which a supporter purchased a Co-host level ticket to the event, which when clicked, redirects the User to a unique donation landing page that lists the level and amount of the selected tier as the only donation option on the page.
Site Admins may also review event donations through the successful donation report under the Reports Manager in the Admin Portal as
shown below
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