Event/Campaign Page Setup
Best Practices
T
ABLE OF
C
ONTENTS
Introduction ... 3
Event Settings ... 3
Content Update ... 3
1. Customize your Event Home Page ... 4
Add Toolkits and FAQ links ... 5
2. Encourage Self-Sponsor During Registration ... 6
3. Motivate Registrants to Set Their Fundraising Goals and Reword Search Permission ... 7
4. Edit Section Titles for Customization ... 8
5. Give More Guidance on the Participant Manage Cash/Cheque Page ... 9
6. Give More Guidance on the Participant Download Forms Page ... 9
Locations ... 10
1. Location Types ... 10
2. Postal Code Search ... 11
3. Segment Locations ... 11
4. Add Location Details and Images (Map/Sponsor logos) ... 12
Registration Types ... 13
Varied registration options example ... 13
Team Types Example ... 14
Social Network Settings ... 15
Allow Participants to Accept Donations inside Facebook! ... 15
Upload an “AddThis” Image that is 200pixels by 200 Pixels ... 16
Include an interesting statistic or a teaser in social message ... 17
E-cards ... 18
Media ... 18
Charity Message ... 19
Emails ... 19
Tip: Create custom emails to keep your supporters engaged ... 20
Welcome! This guide will provide you with some simple ideas and best practices that can help you
make the most of your event through the Fundraising Pro system. This guide is designed for those using the Event/Campaign template.
Event Settings page is one of the pages you want to thoroughly review during early stage of setting up an event. Click here to download our Event Settings Checklist.
Bonus!
If you are building a third-party fundraising campaign, please ensure the following options are enabled. Enable Participant Message Board
Display the Event Information
Enable Account Verification for New Registrants
Enable Payment of Cash & Cheque Pledges by Credit Card Individual/Team Cash & Cheque Donations (Lump sum) To see a description for each option, please click here.
Once your event is set up we encourage you to update the content on event pages so it is more personable and engaging. Below are some examples.
1. Customize your Event Home Page
2. Encourage Self-Sponsor During Registration
3. Motivate Registrants to Set Their Fundraising Goals and Reword Search Permission 4. Edit Section Titles for Customization
5. Give More Guidance on the Participant Manage Cash/Cheque Page
6. Give More Guidance on the Participant Download Forms Page
I
NTRODUCTION
E
VENT
S
ETTINGS
1. Customize your Event Home Page
Add Toolkits and FAQ links
On your event home page, provide fundraising toolkits and FAQ links to guide your participants to create their online fundraising pages so they can easily solicit donations from their friends, family and
colleagues via email and social media using their computers and smart phones.
Tips:
Files can be hosted on your server or at FrontStream. Simply hyperlink your text.
2. Encourage Self-Sponsor During Registration
3. Motivate Registrants to Set Their Fundraising Goals and Reword Search Permission
(Page: B.5 Additional Information)
Tip: Scoreboard and Donor listing permission questions cannot be edited in the content section. You can make updates in the Widgets section.
4. Edit Section Titles for Customization
(Page: B.5 Additional Information)
Get further commitment from your registrants.
5. Give More Guidance on the Participant Manage Cash/Cheque Page
(Page: C.8. Manage Cash, Cheque & Lump Sum Donations)
6. Give More Guidance on the Participant Download Forms Page
If you’re using locations for your event consider using the below options. 1. Location Types
2. Postal Code Search
3. Wave- Segment Locations
4. Add Location Details and Images
1. Location Types
If you have multiple locations for your event, set up Location Types and Locations to make it easy for your participants to find an appropriate location.
Location Types can be states/provinces, charity branches, etc. Location types help categorize locations.
For example, one of my location types may be Ontario (province) and in this category I can add cities as my locations.
Locations can be cities, walk/run distances, challenge types (quit smoking, quit sugar, quit social media,
etc.), and third party event types (cook, sell, shave, race, etc.). Feel free to unleash your creativity!
L
OCATIONS
2. Postal Code Search
Click here to learn how to enable post code search.
3. Segment Locations
Add start-times or sessions by creating waves. For each wave you can limit registration spaces.
4. Add Location Details and Images (Map/Sponsor logos)
When creating locations, enter a description and upload an image.If you have created multiple registration types, please ensure you have added meaning description for each registration type. You can also consider creating team types.
Varied registration options example
Team Types Example
To learn about customizing individual registration types, click here. To learn about customizing team registration types, click here.
Allow Participants to Accept Donations inside Facebook!
By using our Facebook app, participants will have the option to fundraise with a personal page on Facebook in addition to their existing fundraising page on the FontStream platform. Also, participants’ friends or family members can make donations right inside Facebook.
For more information on using this app, click here.
S
OCIAL
N
ETWORK
S
ETTINGS
Include an interesting statistic or a teaser in social message
Create and enable e-cards for your participants and donors. Your participants can send e-cards to thank their donors, and your donors can send e-cards after making donations.
Click here to learn how to create multiple e-card templates!
Add a default message, pictures and videos for your participant fundraising pages.
Click here to learn how to enable media.
E-
CARDS
Create a charity message to communicate with your participants. Your charity message will appear on your participant’s fundraising hub home page. You can share fundraising tips, important news or updates. You can add up to five messages.
Click here to learn how to add a charity message.
Check out the below email features you can enable for your event.
Enable coaching emails
Add a header/footer to your emails
Create multiple email templates for participants Create a custom email
C
HARITY
M
ESSAGE
Tip: Create custom emails to keep your supporters engaged
Target registrants by location, registration status, % of goal achieved and more! Target donors by location and donation amount
Remind your registrants to pay in their Individual cash and cheque pledges prior to your event Remind those registrants that have not reached their fundraising commitment to solicit their
friends or pay for their fee right in their fundraising hub.
We recommend that you review the Style Settings section to do the following: Add a website header and a footer
Change the font/heading colour, size and style
Change background colour and button colours
What this video to learn how to customize your website! For more information, check out our how-to articles.
