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.
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Campaign Fundamentals
- 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
- How to launch a campaign
- How to share a campaign
- Navigating the Campaign Visual Editor
- Keep-it-all or All-or-nothing… What’s the difference?
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General Campaign Help
- How do I delete a comment or contribution 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 your campaign link
- How to delete your campaign
- How to add a campaign background
- How to edit the campaign title
- The social media summary and how to change it.
- How to switch between Keep-it-all and All-or-nothing campaign types
- Comments and the Campaign Activity Feed
- How to preview a campaign in desktop, tablet, and mobile phone views.
- How to change a campaign’s category
- Add helpful notes to your campaign
- How to pause, restart, or finish a campaign
- How to clone a campaign
- Embed a live-stream video into your campaign
- How to launch a 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 my campaign goal?
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Campaign Goals & Deadlines
- KEEP-IT-ALL CAMPAIGNS: Resetting the launch date
- ALL OR NOTHING CAMPAIGNS: What happens when the goal is reached?
- ALL-OR-NOTHING CAMPAIGNS: What happens when the campaign reaches its deadline?
- KEEP-IT-ALL CAMPAIGNS: What happens when the campaign hits its deadline?
- How to 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 goal & deadline from the campaign
- What is the campaign time limit?
- What are ‘Campaign Stats’?
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Campaign Teams
- How to message your campaign team members
- How to set a team member goal for a main or standard campaign
- How to turn campaign Team features ON/OFF
- How to track which team members inspired which contributions
- How to add/change a campaign team name and picture
- How to hide team members from public view
- Managing team members’ campaign notifications
- How to change a team member’s role
- Removing members from your campaign team
- How to add members to your campaign team
- Campaign Team Roles & Permissions
- What is a campaign team?
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Campaign Story
- How to edit the campaign story
- Formatting your story for all devices – desktop, tablet, & mobile phones
- How to add external & internal links to the campaign story
- How to add extra tabs to your story
- How to insert and resize pictures in the campaign story
- How to insert video into your story
- How to add anchors in the campaign story
- How to change font size, style, and colour
- Story Editor FAQ
- The social media summary and how to change it.
- Campaign Story Updates – How to add, edit, and delete.
- Campaign Media Gallery
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Campaign Sharing & Communication
- Referrals
- How does Text-to-give work, and how do I enable it?
- Campaign Sharing & Communication FAQ
- Private message supporters, fundraisers, campaign team members, or everyone at once.
- How to import and manage your campaign contacts
- Customizing the ‘Thank-you’ confirmation email
- Campaign commenting – to allow or not to allow?
- How to embed a campaign to an outside site
- Campaign QR Code
- Where to find your campaign link
- How to add a personal message to a campaign
- How are campaigns shared?
- How to notify past supporters with one click
- Campaign Tasks
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Campaign Pricing & Payments
- Are the contributions I receive taxable?
- Can I contribute (donate) to myself?
- What countries can I accept payments from?
- ALL OR NOTHING CAMPAIGNS: Can a pledge fail to become a transaction?
- What currencies do you accept?
- How do I withdraw/receive my funds?
- Disallowing pictures with contribution comments
- How to apply Gift Aid to your campaign (UK organizations only)
- ALL OR NOTHING CAMPAIGNS – How to cancel a pledge
- What is the ‘effective fundraising fee’? Where do I find my effective fundraising fee?
- 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
- How does Text-to-give work, and how do I enable it?
- How to view campaign transactions
- 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 confirmation and ‘Thank you’ email to campaign supporters
- How to add offline contributions
- How to issue a refund
- How to view and download transaction details
- Choose information to collect from supporters
- 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
- What pricing model is my campaign on?
- What is a campaign’s ‘Category’? Why is it useful?
- Can I message all (team members, contributors/supporters, subscribers) at once? Separately?
- Can I remove the prompt asking for a top-up to contributions?
- How do you (ConnectionPoint: FundRazr, CoCoPay, Crowdfundr, Petfunder) make money off the platform?
- Can a campaign’s team members get credit for contributions from their friends and family?
- Where to find your campaign link
- ALL OR NOTHING CAMPAIGNS: Can a pledge fail to become a transaction?
- Is the campaign visible before launch?
- Why is someone else’s name and picture at the top of my campaign?
- How does the platform handle sales tax?
- I don’t have a network. Will you share my campaign?
- Why does my campaign’s header and/or URL look different?
- I think I’m missing a column on a table…
- What is the campaign time limit?
- What do I do if I DO NOT reach my campaign goal?
- What happens if, after I’m finished my campaign, I need more funds to complete the project?
- My customer has a question about your platform, where do I send them?
- What happens if a campaign breaks ConnectionPoint’s Terms & Conditions?
- What’s the difference between a personal campaign and organization campaign?
- Can I raise money on behalf of a charity?
- Can I raise money for disaster or tragedy relief?
- Am I allowed to host a raffle or auction on any ConnectionPoint platform?
- What campaigns or projects are NOT allowed to use a ConnectionPoint platform?
- Can I run more than one campaign at the same time?