How to Create a Campaign

Please Note: If you must interrupt the creation of your campaign/project at any time be sure to Save Draft and not click submit for review. Once your project is submitted for review you will not be able to make changes to it until Charhub administrators either approve it or reinstate it as a draft. This mistake will only delay your productivity, so please be sure to Save Draft and only submit for review when you are completely finished with the creation of your project. Remember: Once you create a project, you will be able to monitor the project, edit the project content and post updates; you can also export supporter data at the end of the project. However, you will not be able to change the Reward Levels, End Dates, or Goal Amount once a project has been published (without administrative assistance) – this is a security measure.

TIP: Remember that you can create a single Project that fundraises for your organization as a whole (recommended), or create multiples in the name of your organization to feature special events or causes you wish to highlight… Or both. Remember: Currently, only 4 projects can be published (made public) by each Project Creator annually, and only 2 projects can be active at the same time.

 

How Your Finished Campaign Will Look to Contributors:

Campaign thumbnails appear in a grid form on our Home page and on our Campaign page.

charhub-anatomy-of-a-campaign-visual-800Thumbnails include a Featured Image, Campaign Title, Campaign Category, Organization Name, Short Description, Pledge Scale, Percent of Goal Funded, Total Pledged, and Days until Campaign End. (Please Note: Campaigns are also called Projects)

When a Contributor clicks on your campaign’s thumbnail it opens into your campaign’s personal page.

Your campaign’s personal page includes various features including Campaign Title, Organization’s Name, Campaign Category, Short Description, Pledge Goal Amount, Open/Close Dates, FAQ, Updates, Images, Video, and Long Description. These sections are described below in the following Step-by-Step guide to creating your campaign…

 

CONTENTS:

STEP 1 – Project Title… Goal Amount… Project Category… Start Date/End Date

STEP 2 – Close on End/Leave Open… Project Short Description… Project Video

STEP 3 – Project Long Description… Project FAQ

STEP 4 – Project Images… Project Levels

STEP 5 – Level Title… Level Price… Level Limit… Level Description

STEP 6 – Save Draft… Submit for Review

STEP 7 – Published Project… Options… Upload Files

 

STEP-BY-STEP  GUIDE

STEP 1

To create a project (aka Campaign) your Dashboard must first appear like the photo below. The Dashboard must include Backer Profile, Creator Profile, Creator Account, and My Projects for you to create a campaign. If your Dashboard does not have these options then you must go into your Account on the dashboard, scroll down, and check the box that says Become a Creator (Check to Enable Creator Functionality). Skip down to the end of the page and click Update Profile to verify this change, and then return to your dashboard. You will now see options appear in your Dashboard for: Backer Profile, Creator Profile, Creator Account, and My Projects. Enter My Projects to begin creating your campaign.

 

screenshot-my-project

Project Information:

Project/Campaign Title will be the heading viewers first see when scrolling through campaigns. This should be something short, eye-catching, and should include the name of your organization so contributors can easily recognize your cause. We recommend using this line to focus on the purpose of your fundraiser (e.g. Support our XYZ event at ABC Charity, Help ABC Charity provide clean water to children, Give to ABC Charity to feed the hungry).

Goal Amount tells your contributors how much you are needing to raise in order to succeed in your cause. We recommend keeping it a reasonable and accomplishable amount. You can always change it later, if need be, by contacting Charhub through support@charhub.org and requesting the change (the goal amount can only be changed by administrators due to security measures – read our Terms & Policy pages for more info). We find that most successful campaigns start with $1,000 – $10,000 goals; but it really does depend on the needs of your charitable organization and the campaign you are projecting. **Remember that this amount will not be able to be changed without administrative assistance once you Submit for Review.

Project Category tags your organization within a particular genre. At this time, you can choose from Agriculture, Animals, Arts, Community Development, Culture, Education, Environment, Foundations & Trusts, Health, Human & Civil Rights, Human Services, Humanities, International, Religion, Research & Public Policy, Uncategorized, and Veterans. These are the standard categories currently available, but may be subject to change. You will want to choose the category that best describes your project, not necessarily your charity. For example, if your charity is a religious organization and you are raising money for a day of community outreach you may want to categorize the campaign under Community Development rather than Religion; but if you are raising funds for a religious festival, a revival, or for the organization itself, then Religion would be more fitting. If you don’t care to categorize your campaign, or you are just not sure which one to choose, there is a lovely and simple option titled Charitable Organization; we recommend choosing this option over Uncategorized as it gives a better appearance within the campaign page.

Start Date / End Date indicate how long you would like your campaign to run. The start date can be any date; just make sure your end date is at least one day after your start date. If you are campaigning for an event then you will want to choose an end date that corresponds accordingly. Please keep in mind that the maximum duration approved for a Project is 90 days. If your Project states a longer active duration than 90 days at the time of submission, administrators will have to contact you about the necessary changes needed and your project approval will be delayed. Please help us keep our services expeditious by limiting your active project dates to within the 90 day duration.

**Remember that Start/End Dates will not be able to be changed without administrative assistance once you Submit for Review.

 

This is how the first section of your finished campaign page will appear to contributors. This includes Project Title, Project Category, Project Short Description (explained in Step 2), Goal Amount, Pledge Scale, Percent of Goal Funded, Number of Backers (contributors), Days until Campaign End, Support Now Button, and Video (explained in Step 2). Social buttons below the video are automatically integrated into your campaign for simplified sharing and potential donation increase.

Finished Campaign Example

 

 

STEP 2

screenshot-my-project-1

Campaign End Options:

Close on End / Leave Open means that you can choose to leave your campaign open to continue receiving donations (even when past the End Date), or you can close it so that it can no longer be accessed or receive more contributions after the End Date. We recommend leaving it open… however, if you are fundraising for a specific event with a definite end date, it may be best to close it on end. If it is an event that takes place multiple times in a year or annually, however, we recommend that you title the project accordingly and leave the campaign open so that donations can accumulate for the next event without having to recreate the campaign each time you are preparing for the event. Remember: When a project is closed, no more transactions can take place on it; locking the donate buttons indefinitely.

 

Project Details:

Project Short Description is just that. It is a teaser about your campaign; a short description. Keep in mind that when your campaign is listed among other campaigns and contributors are scrolling through, skimming the words, the first thing they will see is your Featured Image (explained in Step 4), and your Project Title (explained in Step 1), and then the first sentence of your Project Short Description. Successful campaigns use this section to describe their organization’s cause and fundraising goal (e.g. Our charity focuses on feeding the homeless within our community. By contributing to our cause, you will be helping us to nourish both body and soul while instilling hope and promoting positive change in the lives of the needy). Be sure to make it eye-catching and informative. It is best to keep it only a few sentences long like this example. Keep it short and to the point; but remember that in this section you are creating a first impression for potential contributors, so make it a positive one that makes them want to engage more with your cause. Also note that you will be able to expound on your campaign’s description in Step 3 – Project Long Description.

Project Video is a secret weapon for increasing contributions to your cause. Fundraisers with a video have been shown to raise up to 4 times more than those without videos. We highly recommend that you utilize this beneficial tool. If you do not have a YouTube channel for your organization now is the time to start one! To include a video in your project, go to the existing video on YouTube, Vimeo, or the equivalent, and find the Embed Code (not the URL) and copy it. Then return to your project/campaign on Charhub and paste the Embed Code into the Project Video section of your project creator. (Not sure how to find the Embed Code? You will need to seek this answer via google or through the video platform you are using, as all platforms enable code access differently. On most popular platforms, however, the code is often located within the Share options.)

 

STEP 3

screenshot-my-project-2

Project Long Description lets you provide your contributors with more details about your cause. The Short Description should grab their attention, and the Long Description should hold it. In this section you want to give further detail about your organization and the things you hope to accomplish through your campaign. Answer questions like: Why is your organization necessary? Who are you helping? How is your organization making a difference in the world? Why should a contributor choose you over allll the other charitable organizations? What makes your organization stand out? How will the funds raised through your campaign be used? Now would be a good time to give a short history or backstory about your organization’s beginnings, perhaps a nod to the credibility of it’s founders, your charity’s mission and vision, positive testimonials, inspirational images, or anything else you feel is noteworthy and impactful. Be sure to keep your information factual, positive, professional, and aimed at making your potential sponsor see value in your organization and feel comfortable with supporting your cause. Remember that successful campaigns refrain from hyped-up drama, inaccurate statements/statistics, accusatory/hateful/blaming statements, and woe-is-me/desperation-filled rhetoric. Contributors are interested in supporting your cause already, or they would not be looking at your campaign, so be sure to give them a valuable prospect. Make your campaign engaging and inspirational. Let readers feel the passion you have for doing what you do. Contributors want to know that they are helping others and making a difference in the world too, so be sure to give attention to this thought while you are writing your campaign. It is important to keep your contributors interested and engaged with your campaign; give them reasons to keep coming back to help your organization.

TIP: Remember that successful campaigns include any and all accreditations. We recommend listing these at the bottom of your Long Description to help build trust with contributors.

 

Project FAQ 

1) Does your organization get asked certain questions over and over again?

Your “Project FAQs” section is the perfect place to address all of these inquiries. It is also good for anticipating new questions that might arise through your new fundraiser/campaign. This section is important and can save you a lot of hassle answering repetitive, time consuming emails which delay you from receiving your contributions. It will also help build good report with your contributors; so be sure to invest the initial effort and fill this section out.

 

This is how your finished campaign page’s Long Description will appear to contributors. The other sections shown in this picture are described below in the following Steps.

campaign-description

 

 

campaign-faq

 

STEP 4

screenshot-my-project-3

Project Images are extremely important. In fact, we will not approve the publishing of your campaign without a Featured Image. The Featured Image is the main image attached to your campaign and its thumbnail; it is what your contributors will see most prominently. Be sure to provide a clear picture that describes your campaign cause well. You want this picture to convey a thousand words, because it has the greatest chance of grabbing the attention of potential contributors.

TIP: Do not add Project Image 2/3/4 unless you are planning to offer digital rewards to your contributors. **Refer to Levels paragraph below.

 

Project Reward Levels:

Levels allow you to create specific donation amounts, title them, offer rewards, and limit number of reward recipients. Although Charhub has this reward feature available, it is not necessary to offer rewards to your contributors; we actually recommend that you avoid this extra hassle as your contributors are already assured a reward through having made a tax-deductible charitable contribution. However, we do promote this feature to our charitable organizations that like to send photos, letters, updates, etc. to their supporters (e.g. feed a child = send photo of the child helped + thank you letter, etc.) **Remember that Reward Levels will not be able to be changed without administrative assistance once you Submit for Review.

TIP: If you wish to provide a digital reward (i.e. PDF book sample, project plan visual/proposal, special thank you letter, certificate) for Levels within your Campaign, please see our instructional in STEP 7 as this option becomes available only after the full creation, and approval, of a project.

Number of Levels… with this option you can choose to feature a single Level, or create multiple Levels. We recommend having just one if you are not offering rewards. To specify the Number of Levels you would like to feature just type in the number (use numerical value only) on the line. You must have at least one Level.

 

STEP 5

screenshot-my-project-4

Level 1… each Level you create will have the following sections to fill: Level Title, Level Price, Level Limit, Level Description, Level Long Description. Be sure to complete every section for each Level you create.

Level Title will be the main heading of your Level. This should be something simple and give a call to action. We recommend using titles such as “Support Now”, “Support [Org’s Name & Event]”, “Help Feed a Child”, “Help Us Provide Clean Water”, “Help Build the Women’s Shelter”… etc. You may also use titles that specify that the contributor can choose the amount they wish, such as “Pledge What You Want”.

If you have multiple Levels be sure to specify the purpose of each Level such as “Bronze ($25)”, “Silver ($50), “Gold ($100)” or “Donate $25 & Receive a Photo”, “Donate $50 & Receive a Photo + Certificate”, etc. …You get the idea.

TIP: Multiple Levels are a great way to show your contributors how far their donation will go, such as: “$10 feeds one hungry family for a day”, “$20 feeds two hungry families for a day”, or “$10 brings Hour of Code to over 300 students! 3 cents per student impacted”, $30 brings Hour of Code to 1000 students!”… etc.

Level Price sets the minimum that can be donated for this Level, and is the amount that will show next to/under the Level Title. If you are following our recommendation of having a single Level and wish to leave the donation amount open to whatever the contributor wishes to give, put a zero in the box. The is what we call a Pledge What You Want (PWYW) option. A zero in this section will default to no amount being specified, and when the contributor clicks on the Level they will be allowed the option to type in whatever amount they choose.

TIP: If you are creating multiple Levels, consider having at least one level open as a Pledge What You Want option.

Level Limit sets the maximum number of contributors that can donate to this Level. This is only applicable if you need to limit the rewards you are offering. If your Levels are not based on rewards, or you are without limitations, we recommend setting this Level Limit to zero (use numerical value only).

Level Description gives details about the Level. If this is a PWYW Level then specify in the description that your contributor can click on the [Level Title] and write in however much they wish to pledge. If this is a reward based Level and you want your contributor to receive something in exchange for their donation, then this is a good time to tell them about their digital reward (i.e. certificate for giving, PDF file, etc.)

Level Long Description… skip this section, unless you are planning to give digital rewards. If you are providing digital rewards to your contributors then you can use this section to elaborate on what your reward entails. This description will show when they download your Level Reward.

 

STEP 6

screenshot-my-project-5

Save Draft if you want to save what you have done so far, or if you get interrupted and need more time to work on your Project/Campaign.

Submit for Review only when you are completely finished with your Project/Campaign. Once you Submit your project it will be reviewed by administrators. You will not be able to edit your Project while it is under review (if you have submitted it accidentally you will need to contact us to reset your Project to edit mode). During the review process you could be asked 1) to verify your organization as being a charity/tax-exempt entity (if no accreditation/verification is supplied within your Project Long Description); 2) to modify or make changes to your Project; or 3) to provide information that is missing. When your Project is complete and your organization is verified your project will be approved and published (made public). Once your Project is published you can edit it as needed (except for Project Reward Levels, End Dates, & Goal Amount). If there are serious discrepancies within any of the non-editable areas you must contact administrators to make the changes for you at support@charhub.org

 

STEP 7

Published Projects appear like this in your Dashboard. Your Dashboard allows you to see the progress of your Campaign at a glance, and also to create more Projects/Campaigns. You can create a single Project that fundraises for your organization as a whole, or create multiples in the name of your organization to feature special events or causes you wish to highlight.
screenshot-campaign-project-complete

 

Options available for your Published Project appear when you hover your mouse over the Project’s Featured Image within your Dashboard.

  1. Edit your Project (square with pencil icon)
  2. Upload Files (cloud with arrow icon)
  3. View Project (eye icon)
  4. Export Orders (square with arrow icon)

screenshot-campaign-project-uploads

 

Upload Files option allows you to attach files to Reward Levels as demonstrated below.

campaign-upload-reward

Uploading a file does not upload images to be displayed within the project itself. To add images to the Project, you will need to use the Project Image upload (STEP 4), save the project as Draft, then use the Add Media buttons in the project long description, FAQ, or Updates fields to insert the images.