Campaign Management
Find help here if you are an owner or a part of a campaign team on a ConnectionPoint platform. You'll find answers and information about FundRazr, Crowdfundr, and CoCoPay campaigns.
- How to Maximize Support with Embeddable Donation Forms!
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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?
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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?
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Campaign Goals & Deadlines
- 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’?
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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?
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Campaign Story
- 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
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Campaign Sharing & Communication
- How to share a crowdfunding campaign
- 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
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Campaign Pricing & Payments
- Prompt for unrestricted usage of funds
- 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?
- How to understand the difference between Pricing Models
- Campaign Analytics
- Campaign Privacy
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Campaign FAQ
- Am I allowed to host a raffle or auction on any ConnectionPoint platform?
- Can I raise money for disaster or tragedy relief?
- Can I raise money on behalf of a charity?
- What’s the difference between a personal campaign and organization campaign?
- My customer has a question about your platform, where do I send them?
- What happens if, after I’m finished my campaign, I need more funds to complete the project?
- Why does my campaign’s header and/or URL look different?
- 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?
- 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 happens if users or campaigns break Terms of Service?
- I think I’m missing a table column…
- What campaigns or projects are NOT allowed to use a ConnectionPoint platform?
- Can I run more than one campaign at the same time?
- Will you share my campaign?
- What languages can I run my campaign in?
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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?
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Campaign Payment Troubleshooting
- Why can’t I connect my PayPal account?
- 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
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Sub Campaigns
- Sub-campaign Management
- Sub-campaign Content
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Sub-Campaigns: Goals & Deadlines
- 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?
- What is the difference between a sub-campaign goal and the team member goal?
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Sub-campaign Teams
- What is the difference between a campaign team and a sub-campaign team?
- 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 invite team members to a sub-campaign
- How to hide the ‘Join a team’ banner from sub-campaigns and widgets
- How to edit a team member personal message
- Why are my team members listed as individuals?
- List, leaderboard, grid, or not at all: Options for viewing sub-campaigns on other related sub-campaigns
- What is the difference between a sub-campaign goal and the team member goal?
- Why are my team members listed as individuals?
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Sub-campaigns: Registration
- What does the registration flow look like?
- What is the confirmation message, and how do I edit it?
- 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
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Sub-campaigns: Fundamentals & Set-Up
- How to turn on the sub-campaign feature
- How to launch, pause, finish, and delete sub-campaigns
- Add a beneficiary to your sub-campaign
- How to create a sub-campaign
- List, leaderboard, grid, or not at all: Options for viewing sub-campaigns on other related sub-campaigns
- Sub-Campaigns: What is a sub-campaign? How are they used?
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Sub-campaign FAQ
- Can I hide transactions from sub-campaign owners?
- Where is the information from my custom registration form?
- Does every team member have to complete registration?
- Can the sub-campaigns have different deadlines?
- How do I view the main campaign when I’m in a sub-campaign?
- Why is there a banner with another user’s name on my sub-campaign (or why is my picture and name on another campaign)?
- How to launch, pause, finish, and delete sub-campaigns
- Why are my team members listed as individuals?
