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    Help Guide

    • Getting Started
      • About the ConnectionPoint Help Center
      • ConnectionPoint Login
      • ConnectionPoint Platforms
      • Crowdfunding 101 with ConnectionPoint
      • All About Organization Profiles
    • Pricing & Payments
      • How to understand the difference between Pricing Models
      • Payment Processing Accounts & How to Collect Funds
    • Apps & Integrations
      • Zapier
      • Embedded Live Streaming
      • Raiser’s Edge
      • Facebook Pixel
      • Google Analytics
      • Mailchimp
    • Resources
      • Glossary of common ConnectionPoint terms
      • Campaign Stickers for Download – Crowdfundr
      • Fundraiser HUB by ConnectionPoint for FundRazr, CoCoPay, & PetFundr
      • Creator HUB by Crowdfundr
      • FundRazr Blog
      • CoCoPay Blog
      • Discord Channels

    Fundamentals

    • Navigating the platform
    • ConnectionPoint Platform FAQs
    • Campaign Privacy Settings
    • How to share a campaign
    • Adding payment processors
    • How to create a campaign

    Organization Management

    • Email Communication for Organizations (Creating your Community)
    • How to set up Dedications
    • How to set up Allocations
    • Organization Fundamentals
      • Organization Verification: How do I get Verified?
      • Organization Staff
      • How to create an organization campaign
      • How to create an organization profile
      • What is an organization profile? Who can start one?
    • Organization General Set-up & Management
      • Turn Your Supporters into Advocates for Your Organization
      • How to set up Dedications
      • How to set up Allocations
      • How to enable Mailchimp on your Campaign
      • How to customize your organization theme (including campaign headers, fonts, and colours)
      • Apply Gift Aid to your campaign (UK organizations only)
      • Setting up automatic tax receipts
      • How to set up Mailchimp in your organization
      • Connect Google Analytics and Facebook Pixel
      • Editing organizational information
      • Where to find and edit your organization profile
      • Customizing and embedding organization widgets
      • Archive campaigns in your organization’s campaign list.
      • Organization logo: where it appears and how to edit it
      • Sponsor match: Set up a sponsor banner with optional matching fund capabilities
      • Notify past supporters about new campaigns with one click!
      • Organization Verification: How do I get Verified?
      • All About Organization Profiles
    • Organization Teams
      • What is the difference between Campaign Team and Organization Staff?
      • How do I add, remove, and change staff member permissions?
      • Staff notifications
      • Organization Staff
    • Organization Payment Accounts & Troubleshooting
      • Transaction codes: Identifying campaign transactions in payment accounts
      • Organizations: Default pricing model
      • Organizations: How to change the payment processing account
      • Why can’t I connect my PayPal account?
      • Do I need a PayPal account to use a ConnectionPoint platform?
      • Stripe or PayPal – Which should I choose? What’s the difference?
      • Roadblock: The receiver PayPal account is set to block (Error Code: 559044)
      • Roadblock: The PayPal account is restricted
      • Roadblock: The PayPal account is locked
      • Roadblock: The PayPal account is based in a country which cannot receive payments (Error 539041)
      • Roadblock: The PayPal account has exceeded its sending limit (Error Code: 579048)
      • Roadblock: The PayPal account email address is not confirmed
      • Roadblock: The email address cannot accept payments
      • Error Code: 1001 – The payment has been cancelled
    • Organization FAQ
      • How to understand the difference between Pricing Models
      • I think I’m missing a table column…
      • Can I view a list of organizations I’m on the Staff team for?
      • Can I run more than one campaign at the same time? 
      • Will you send me a 1099-K form? (USA only)
      • What happens if users or campaigns break Terms of Service?
      • Will you share my campaign?
      • What languages can I run my campaign in?
      • What is the difference between Campaign Team and Organization Staff?

    Campaign Management

    • 🖼️ Let Your Supporters Shine! – Media Gallery Enhancements
    • ⏳ Automatically Finish Campaign at Deadline
    • ⏳ Timeline Features – How to Schedule Your Campaign
    • How to Maximize Support with Embeddable Donation Forms!
    • Campaign Fundamentals
      • How to Maximize Support with Embeddable Donation Forms!
      • How to start a new campaign
      • Campaign Layouts – similarities, differences, and how to switch them.
      • How to set and change the campaign goal
      • How to set the campaign deadline
      • Launch your campaign
      • How to share a campaign
      • Visual Editor Navigation
      • Keep-it-all or All-or-nothing campaign… What’s the difference?
    • General Campaign Help
      • How do I delete comments or contributions from the activity feed?
      • What is a ‘Rollover’ campaign?
      • What are the campaign Highlights?
      • Campaign Story Updates – How to add, edit, and delete.
      • How to customize the campaign link
      • How to delete a campaign
      • How to add a campaign background
      • How to edit the campaign title
      • The social media summary and how to change it.
      • How to change campaign types: Keep-it-all and All-or-nothing
      • Campaign Comments and Activity Feed
      • How to preview a campaign in desktop, tablet, and mobile phone views.
      • How to change a campaign category
      • Add campaign notes for future help
      • How to pause, restart, or finish a campaign
      • How to clone a campaign
      • Embed a live-stream video into your campaign
      • Launch your campaign
      • What is the campaign time limit?
      • How does the platform handle sales tax?
      • Notify past supporters about new campaigns with one click!
      • What do I do if I DO NOT reach the campaign goal?
    • Campaign Goals & Deadlines
      • ⏳ Automatically Finish Campaign at Deadline
      • KEEP-IT-ALL CAMPAIGNS: How to reset the launch date
      • ALL OR NOTHING CAMPAIGNS: What happens when an all-or-nothing campaign goal is reached?
      • ALL-OR-NOTHING CAMPAIGNS: What happens when you reach the all-or-nothing campaign deadline?
      • KEEP-IT-ALL CAMPAIGNS: What happens when the campaign hits its deadline?
      • Campaign funding limit: ensure you do NOT raise more than your goal
      • How to set and change the campaign goal
      • How to set the campaign deadline
      • How to remove the campaign stats (such as goal and deadline)
      • What is the campaign time limit?
      • What are ‘Campaign Stats’?
    • Campaign Teams
      • How to message campaign team members
      • How to set a main campaign team member goal
      • How to show or hide campaign team features
      • Contribution tracking: How to track which team members inspired which contributions
      • How to add or change a campaign team name and picture
      • How to hide team members from public view
      • Campaign Team Notifications
      • How to change a team member role
      • How to remove campaign team members
      • How to add campaign team members
      • Campaign Team Roles & Permissions
      • What is a campaign team?
    • Campaign Story
      • Adding Emojis & GIFs to Your Contributions and Campaigns
      • AI Story Assist
      • Story Editor FAQs
      • Responsive preview – Formatting your story for all devices
      • How to add external & internal campaign story links
      • How to add extra campaign story tabs
      • How to insert a campaign story video
      • How to insert and resize campaign story pictures
      • How to add campaign story anchors
      • How to change the campaign story font style, size, and colour
      • The social media summary and how to change it.
      • Campaign Story Updates – How to add, edit, and delete.
      • How to edit the campaign story
    • Campaign Media Gallery
      • 🖼️ Let Your Supporters Shine! – Media Gallery Enhancements
      • How to format pictures in the media gallery
      • How to add or delete pictures & videos from the Media Gallery
      • How to make your media gallery a slideshow
      • How to add or change the campaign cover picture & video
    • Campaign Sharing & Communication
      • 📢 How Are Campaigns Shared?
      • Campaign Link – Where to find yours
      • How to import contacts onto your campaign
      • Campaign Referral Links
      • Campaign QR Code
      • Campaign commenting – to allow or not to allow?
      • How to add a personal message to a campaign
      • How to notify past supporters with one click
      • How to embed a campaign to an outside site
      • Private Campaign Messaging
      • Campaign confirmation email
      • Text-to-give (Organizations only)
      • Campaign Sharing & Communication FAQ
    • Campaign Tasks
      • What are campaign tasks?
      • How to use campaign tasks
      • How to create tasks
    • Campaign Pricing & Payments
      • Prompt for unrestricted usage of funds
      • How to understand the difference between Pricing Models
      • Are the contributions I receive taxable?
      • Can I contribute (donate) to myself?
      • What countries can I accept payments from?
      • ALL OR NOTHING CAMPAIGNS: Failed pledges
      • What currencies do you accept?
      • How do I withdraw/receive my funds?
      • Disallowing pictures with contribution comments
      • Apply Gift Aid to your campaign (UK organizations only)
      • ALL OR NOTHING CAMPAIGNS – How to cancel a pledge
      • What is the effective fee rate? Where do I find mine?
      • Can I change the currency displayed in the stats of my campaign?
      • How to customize the ‘Contribute’ button
      • How to customize contribution amounts
      • Recurring contributions – adding and modifying
      • Text-to-give (Organizations only)
      • Find and resend tax receipts to supporters
      • A contribution has been attributed to (i.e. credit given to) the wrong team member. Can I change this?
      • Customize the payment confirmation email to campaign supporters
      • How to add offline contributions
      • How to issue a refund
      • How to view and download campaign transaction details
      • Choosing what supporter information to collect
      • Adding payment processors
      • Apply automatic tax-deductible receipts to a campaign (Organizations only)
      • How to change your campaign’s pricing model
      • Can a supporter’s contribution be completely anonymous?
    • Campaign Analytics
      • Campaign conversion rates & average gift per supporter
      • How to add Google Analytics to your campaign
      • Adding Facebook Pixel to your campaign
      • What to learn from Campaign Analytics
      • What is the effective fee rate? Where do I find mine?
    • Campaign Privacy
      • How to hide a campaign from your user profile
      • 🔒 Campaign Privacy Settings
      • How to turn campaign comments on/off
      • Campaign Privacy Settings
    • Campaign FAQ
      • What campaigns or projects are NOT allowed to use a ConnectionPoint platform?
      • Am I allowed to host a raffle or auction on any ConnectionPoint platform?
      • Can I raise money for disaster or tragedy relief?
      • What’s the difference between a personal campaign and organization campaign?
      • What happens if, after I’m finished my campaign, I need more funds to complete the project?
      • I don’t have a network. Will you share my campaign?
      • Can I remove the prompt asking for a top-up to contributions?
      • Why is someone else’s name and picture at the top of my campaign?
      • Is the campaign visible before launch?
      • What is a campaign’s ‘Category’? Why is it useful?
      • Can I message all (team members, contributors/supporters, subscribers) at once? Separately?
      • Can a campaign’s team members get credit for contributions from their friends and family?
      • My customer has a question about your platform, where do I send them?
      • Why does my campaign’s header and/or URL look different?
      • Can I raise money on behalf of a charity?
      • ALL OR NOTHING CAMPAIGNS: Failed pledges
      • Campaign Link – Where to find yours
      • What do I do if I DO NOT reach the campaign goal?
      • What is the campaign time limit?
      • How does the platform handle sales tax?
      • What pricing model is my campaign on?
      • How do you (ConnectionPoint: FundRazr, CoCoPay, Crowdfundr, Petfunder) make money off the platform?
      • What languages can I run my campaign in?
      • Will you share my campaign?
      • Can I run more than one campaign at the same time? 
      • What happens if users or campaigns break Terms of Service?
      • I think I’m missing a table column…
    • Campaign Rewards
      • ALL OR NOTHING CAMPAIGNS: Allowing supporters to cancel pledges
      • ALL OR NOTHING CAMPAIGNS: How to change a pledged reward order
      • Mark an order ‘Complete’
      • How to fill in missing addresses or edit addresses for reward fulfillment
      • How to organize orders for reward fulfillment
      • How to edit, arrange, discontinue, and delete reward items
      • How to create a reward
      • What are the differences between Reward Types? Perks, Wishes, Products, and Tickets?
      • Campaign Rewards & Shipping FAQ
      • How is shipping calculated for orders of multiple rewards?
      • How do tickets work?
    • Campaign Payment Troubleshooting
      • Roadblock: The PayPal account has exceeded its sending limit (Error Code: 579048)
      • Error Code: 1001 – The payment has been cancelled
      • Roadblock: The email address cannot accept payments
      • Roadblock: The PayPal account email address is not confirmed
      • Roadblock: The PayPal account is based in a country which cannot receive payments (Error 539041)
      • Roadblock: The PayPal account is locked
      • Roadblock: The PayPal account is restricted
      • Roadblock: The receiver PayPal account is set to block (Error Code: 559044)
      • Why can’t I connect my PayPal account?
    • Sub Campaigns
      • Increase Campaign Participation with Targeted Invitations
      • Sub-campaign Management
        • Sub-campaign transactions and financial reports
        • Creating Sub-campaign Deadlines
        • Viewing registrant (fundraiser) information
      • Sub-campaign Content
        • How to set a sub-campaign title template
        • Sub-campaign stories: setting and editing a story template
        • How to set up rewards on sub-campaigns
        • How to hide stats (goal, deadline, funds raised, & number of supporters) on sub-campaigns
        • Sub-campaign Galleries
      • Sub-Campaigns: Goals & Deadlines
        • What is the difference between a sub-campaign goal and the team member goal?
        • How to set or edit the sub-campaign goal
        • How to set or edit the sub-campaign team member goal
        • How to prevent sub-campaign owners from changing the sub-campaign goal.
        • What is the difference between a sub-campaign goal and the main campaign goal?
      • Sub-campaign Teams
        • Why are my team members listed as individuals?
        • Why are my team members listed as individuals?
        • What is the difference between a sub-campaign goal and the team member goal?
        • How to switch a user from one sub-campaign team to another.
        • How to change an individual sub-campaign into a team sub-campaign.
        • How to change a sub-campaign team name and/or picture
        • How to hide the ‘Join a team’ banner from sub-campaigns and widgets
        • How to invite team members to a sub-campaign
        • How to edit a team member personal message
        • List, leaderboard, grid, or not at all: Options for viewing sub-campaigns on other related sub-campaigns
        • What is the difference between a campaign team and a sub-campaign team?
      • Sub-campaigns: Registration
        • How to Add Content Tabs to Your Registration Page
        • What is the confirmation message, and how do I edit it?
        • What does the registration flow look like?
        • Viewing registrant (fundraiser) information
        • Automatically launch sub-campaigns
        • Mandatory approval for newly created sub-campaigns
        • Allowing team members to skip registration
        • Encourage sub-campaign customization in registration flow
        • Registration fees & rewards: how to add, edit, and troubleshoot
        • Registration waivers & compliance messages
        • Customizing the Registration Form
        • Registration for individuals, teams, or both
      • Sub-campaigns: Fundamentals & Set-Up
        • Sub-Campaigns: What is a sub-campaign? How are they used?
        • List, leaderboard, grid, or not at all: Options for viewing sub-campaigns on other related sub-campaigns
        • How to create a sub-campaign
        • Add a beneficiary to your sub-campaign
        • How to turn on the sub-campaign feature
        • How to launch, pause, finish, and delete sub-campaigns
      • Sub-campaign FAQ
        • Why are my team members listed as individuals?
        • Where is the information from my custom registration form?
        • Why is there a banner with another user’s name on my sub-campaign (or why is my picture and name on another campaign)?
        • Does every team member have to complete registration?
        • Can the sub-campaigns have different deadlines?
        • How to launch, pause, finish, and delete sub-campaigns
        • Can I hide transactions from sub-campaign owners?
        • How do I view the main campaign when I’m in a sub-campaign?
      • Sub-Campaigns: Invitations
        • Increase Campaign Participation with Targeted Invitations

    User Account Management

    • General User Account Information
      • Can I hide just one campaign on my user profile without hiding all of them?
      • All about your user profile
      • Changing user profile privacy
      • How to change or unlink your social accounts
      • How to change your account email and/or password
      • How to change your user profile picture
      • How to change your user name
      • Deleting user accounts
      • How to create a ConnectionPoint user account and get started
      • How to change email notifications from the platforms
    • Account Troubleshooting
      • Do I need a personal Facebook account to use the platform?
      • Why do I need a user picture? Where does it appear?
      • Why your campaign list or user profile may look different/be missing items
      • I forgot my password
      • Can I change my view to Dark mode?
      • Hiding and revealing the navigation menu
      • I think I’m missing a table column…

    Payment Processing

    • Payment Processing - General Information & Set-up
      • ORGANIZATIONS: Adding or changing payment processors
      • PERSONAL CAMPAIGNS: How to add a payment processor
      • Choosing what supporter information to collect
      • Customize the payment confirmation email to campaign supporters
    • Payment Processing - Error Messages & Troubleshooting
      • Roadblock: The PayPal account has exceeded its sending limit (Error Code: 579048)
      • Error Code: 1001 – The payment has been cancelled
      • Roadblock: The email address cannot accept payments
      • Roadblock: The PayPal account email address is not confirmed
      • Roadblock: The PayPal account is based in a country which cannot receive payments (Error 539041)
      • Roadblock: The PayPal account is locked
      • Roadblock: The PayPal account is restricted
      • Roadblock: The receiver PayPal account is set to block (Error Code: 559044)
      • Why can’t I connect my PayPal account?
    • Payment FAQs
      • Are the contributions I receive taxable?
      • Can I contribute (donate) to myself?
      • What countries can I accept payments from?
      • Can campaigns connect with providers other than PayPal and Stripe?
      • Can you help me get a Stripe/PayPal account or troubleshoot issues with my Stripe/PayPal account?
      • Can I give out tax receipts on the platform?
      • Do you connect with Gift Aid (United Kingdom users only)
      • Do you allow recurring contributions?
      • What currencies do you accept?
      • How do I withdraw/receive my funds?
      • Do you allow offline contributions?
      • Do I need a PayPal account to use a ConnectionPoint platform?
      • How to understand the difference between Pricing Models
    • Stripe & PayPal Information
      • How do I contact someone from PayPal?
      • How do I contact someone from Stripe?
      • Stripe or PayPal – Which should I choose? What’s the difference?

    For Supporters

    • Contributions
      • Do I need a PayPal or Stripe account to contribute to a campaign?
      • Can I view a list of every contribution I’ve made? Can I view past tax receipts?
      • How do I edit/skip/cancel my recurring contributions?
      • Editing contribution details
      • Can I contribute to a campaign outside of my country?
      • Do I need a ConnectionPoint account to contribute?
      • Why do I see two separate charges for my contribution on my statement?
      • What payment forms do you accept?
      • Roadblock: The receiver PayPal account is set to block (Error Code: 559044)
      • Roadblock: The PayPal account is restricted
      • Roadblock: The PayPal account is locked
      • Roadblock: The PayPal account is based in a country which cannot receive payments (Error 539041)
      • Roadblock: The PayPal account has exceeded its sending limit (Error Code: 579048)
      • Roadblock: The PayPal account email address is not confirmed
      • Roadblock: The email address cannot accept payments
      • Error Code: 1001 – The payment has been cancelled
      • How is a contribution made?
      • Will I receive a receipt for my contribution?
    • FAQ
      • Can I browse campaigns that are currently running?
      • How do I contact a campaign owner?
      • Can my campaign contribution be completely anonymous?
      • What does it mean to subscribe to a campaign?
      • What are campaign updates? Where can I view them?
      • What do I do if I don’t receive my contribution reward?
      • What happens if the campaign I contributed to does not meet its goal?
      • How do I know a campaign is not a scam?
      • Is my campaign contribution secure?

    Resources

    • Campaign Stickers for Download – Crowdfundr
    • Fundraiser HUB by ConnectionPoint for FundRazr, CoCoPay, & PetFundr
    • Creator HUB by Crowdfundr
    • FundRazr Blog
    • CoCoPay Blog
    • Discord Channels

    About ConnectionPoint

    • Who is ConnectionPoint? How is it connected to FundRazr/Crowdfundr/CoCoPay/PetFundr?
    • ConnectionPoint Security Description
    • ConnectionPoint Privacy Policy
    • ConnectionPoint Terms of Service

    Talk To Us

    • FAQs
      • In what languages does ConnectionPoint offer support?
      • How do I report fraud?
      • How soon can I expect an answer from a support agent?
      • I think I found a bug. How do I report it?
      • How do I contact someone from ConnectionPoint?
      • How do I report spam or abusive comments?
      • Can I suggest a feature?
      • Can I call someone?
    • Live Chat
      • Discord Channels
    View Categories
    • Home
    • Help Centre
    • Organization Management
    • Organization General Set-up & Management
    • Customizing and embedding organization widgets

    Customizing and embedding organization widgets

    Customize organization widgets (which give an option for groups of widgets) to promote campaigns on outside websites.

    Part 1: What the h-e-c-k is a “Smart Widget?” #

    The ConnectionPoint suite of platforms supports a rich collection of “smart widgets.” A widget is an icon that links to your campaign (or a group of campaigns) and displays specific information about your campaign(s). We provide snippets of code for you to add to web pages to show campaign content or collections of campaigns in multiple locations.

    While our campaigns all have simple widget capabilities, organizations can customize widgets to fit their campaigns and websites’ varying needs. The best part is that you do not have to be a professional programmer to create these.

    Plus, “Smart” widgets automatically update with up-to-the-minute campaign results. You can select the content to display based on defined tags or various criteria such as “featured,” “trending,” “new,” “finishing,” etc., and the organization widgets on your website update automatically.

    Widgets that present a collection of campaigns can optionally include a search function. With this, viewers can find a specific campaign within the collection based on text fragments such as their friend’s or team’s name or even keywords within the campaign content.

    Part 2: Types of Widgets #

    Several widget types/styles are available, depending on whether you’d rather display campaign content or provide access to creating or managing campaigns.

    Single Campaign Widget #

    A single campaign widget shows the most basic information about a campaign (title, description, photo,
    the amount raised, etc.) in a small “badge format.” There are many different-sized badges available.

    • 300×250 web banner ad size
    • 300×450 blog post size
    • 220×440 side column size
    • A generic “tall” format with variable width from 180-400 pixels
    • A generic “wide” format with a variable width from 340-600 pixels

    These size options make it easy to fit the campaign information into standard web pages on different websites.

    300×250 web banner ad size

    Screenshot of 300x250 web banner ad size. The campaign cover image (in this stock photo, a woman runner crossing the finish line with her arms raised and a large smile on her face). The campaign title appears in an overlay on the bottom, with two buttons under it: a black 'Learn more' and an orange 'Contribute' button.

    300×450 blog post size

    Screenshot of 300x450 blog post size. The campaign cover photo (same picture as in above example) is the top third, the middle contains the campaign title, the organization, and a brief snippet dictated by the 'social media summary', the goal progress bar. On the bottom are two buttons side by side: 'View' and 'Contribute"

    Wide badge

    Screenshot of Wide badge. The cover photo (same as above) is the left half, and the right half has the campaign title, organization, description as dictated by social media summary on the top two-thirds. And the bottom third is a black overlay with amount raised and days running.

    Multi-campaign organization widgets #

    Carousel Widget – a carousel of selected campaigns

    These can be in a slider or fader format and have various sizing and effects options. The primary use of this smart widget is to highlight “featured” campaigns on a partner’s website. Shown below are side-by-side (2 columns) 300×250 and 300×450 representations. You may choose to hide navigational controls below the badges.

    Screenshot of 300x250 campaign widgets side by side as would appear in a carousel. Under the two widgets is a navigation bar: a left arrow on the far left, a right arrow on the far right, and in the middle 5 circles: 2 white, 1 blue, two white. This indicates you can scroll through the carousel in the real widgets.
    Screenshot of 300x450 campaign widgets side by side as would appear in a carousel. Under the two widgets is a navigation bar: a left arrow on the far left, a right arrow on the far right, and in the middle 5 circles: 2 white, 1 blue, two white. This indicates you can scroll through the carousel in the real widgets.

    Grid Widget – a searchable grid of campaigns

    The grid options vary (height, width, badge size/type), and you can sort them by results, time, or randomly. Below is a grid with “tall badges.”

    Screenshot of a 'grid' widget. There are two rows, each row with three tall widgets. Above the first row reads:
Left side: Showing 6 of 92. Show mine (clickable). 
Right side: search bar.

    Leaderboard Widget – a searchable leaderboard of campaigns

    The leaderboard sorts by amount raised and can show results from within a single campaign
    e.g. showing the fundraising results of campaign promoters (and/or campaign managers) or can be
    based on comparing whole campaigns against each other, e.g. showing the results of different teams
    competing with each other.

    Screenshot of a leaderboard widget. 

It reads 'Find campaigns' on the top. 
A search bar is below that and to the right. 
Under is a list of campaigns under two columns: 'Position' and 'Total raised'. In this demo, there are 10 rows of campaigns listed by highest amount raised. The rows contain a thumbnail image, campaign title, beginning of social media summary, and their amount raised. 

below the rows it says:
Left: Showing 10 of 104.   Show more (clickable)
Right: Show me (clickable)

    Part 3: Creating and managing organization widgets #

    STEP 1 – Click ‘Widget’ in the navigation menu of your organization profile (Under ‘Engage’).

    Screenshot of 'Engage' - 'Widgets' in the organization profile

    STEP 2 – Click ‘Create a widget.’

    Screenshot of 'create a widget' button in the Widgets section of the organization profile, showing how to customize organization widgets

    Or ‘Edit’ for a widget you’ve created already.

    STEP 3 – Customize your widget.

    There are MANY different options here, and we aren’t going to go over each one because there is also in-platform guidance to help you out. But we’ll help here in some key areas!

    Choose your widget type first, then customize the features. There are Basic and Advanced features (Advanced isn’t available for all widget types). Make sure you explore options in each. 

    Screenshot of  part of the 'Create Widget' page. Highlighted are the tabs at the top of this page, from left to right: Basics, Advanced, Embed code.

    Widget Key

    When creating a new widget, you must set a unique key name for it and select the type of widget.
    This key lives within the custom script that loads the widget to identify it. The short description is not
    shown publicly, but it is helpful to help you remember why you created the widget and perhaps where you

    Campaign ID

    Depending on the widget type, you may need your campaign ID. This is a mix of letters and numbers in your campaign URL after the “.com/.” For example, the campaign ID is 8f22j at www.crowdfundr.com/8f22j.

    NOTE: If you’ve customized the URL, you’ll need to go to your campaign’s ‘About’ section to find the ID (see below).

    NOTE²: You’ll notice a reference code after the campaign ID in the URL. This begins with a question mark (‘?’), then ‘ref=’ and a string of letters and numbers. This is your reference code, and it is NOT part of your campaign ID. It actually links to your User Profile!

    You can also find this by looking in the ‘About’ section of your campaign’s sidebar menu:

    Screenshot of 'About' section of a campaign, showing where to find the campaign ID

    Tagging

    To make life easier, you can ‘tag’ campaigns to group them for different purposes, including grouping widgets for carousels or grids. You can apply as many discrete word “tags” to a campaign as you need.

    Examples of tag uses include:

    • Categorization – grouping campaigns by category for financial reporting or marketing purposes (e.g. all cancer-related healthcare campaigns)
    • Localization – grouping campaigns by location or referring entity (e.g. all campaigns within the named region within a specific state or province)
    • Featured – identifying campaigns for additional promotion on a website or email blast.

    Preview

    The ‘Basics’ page has a preview at the bottom to ensure everything looks as you’d like.

    Screenshot of a preview example. This will look different depending on what widget you customized. In this case, four 300x250 widgets are in a row. Above them reads "Showing 8 of 8" (the whole screen is not depicted) and a search bar. "Get the code" is to the top right of this preview.

    We encourage you to get comfortable with the different settings available. If you’re curious about what a certain setting does, change it and find out! You can always edit your widget or start a completely new one if you believe you’ve messed up (which we doubt—you’re awesome!). 

    STEP 4 – SAVE!!

    screenshot of the save button that will appear to the top right of this menu setting

    STEP 5 – Click ‘Get code’ in your new widget’s line.

    After you save, you’ll go back to the main widget menu, where you can grab your code:

    Screenshot of the campaign 'Widget' menu in organization profile. There is one widget created in the list. The line item reads:
Expand icon, Homepage (title), Description, type, and actions. Under Actions, the options are:
Get code, Edit, Clone, Delete.

    Part 4: Installing organization widgets #

    Once you’ve clicked ‘Get code,’ you’ll see options to click a Loader script and a Widget script. 

    Copy & paste both the Loader code and the Widget code into the source code for your website. 

    Loader script—This is the JavaScript that enables the widget. You can place this snippet anywhere on the page, but it works best in the Header or Footer.

    Widget code—This is the code for the widget. Place this snippet where you want it to appear on the page. 

    Part 5: Restrictions & Tips #

    • If you use WordPress.com or a similar Content Management System (Weebly, Wix, Squarespace, etc.) to host or build your website, these widgets may not work. WordPress and other CMSs tend to strip JavaScript from the source code before loading the page for a visitor.
      • This link might help IF you have some advanced HTML knowledge:

    http://codex.wordpress.org/Using_Javascript 

    • Most email clients and newsletter services can’t run JavaScript, the language used to write the loader code. Therefore, you will probably not be able to embed a campaign widget in an email or newsletter.

    Our engineering team is phenomenal—they did build our platforms, after all! They are always happy to answer questions if you’re stuck. Just message us at support@connectionpoint.com with your widget questions, and we’ll get you the answers you need.


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    Campaign sharing, Communication, Marketing, Organization profile, widgets

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    Updated on May 29, 2025
    Archive campaigns in your organization’s campaign list.Where to find and edit your organization profile
    Table of Contents
    • Part 1: What the h-e-c-k is a "Smart Widget?"
    • Part 2: Types of Widgets
      • Single Campaign Widget
      • Multi-campaign organization widgets
    • Part 3: Creating and managing organization widgets
    • Part 4: Installing organization widgets
    • Part 5: Restrictions & Tips

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