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
- 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
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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
- Campaign FAQ