How to Create a Crowdfunding Campaign

Last Updated: Oct 30, 2018 05:29PM PDT

Crowdfunding is a fundraising method where supporters pool money together to fund an initiative.  This versatile campaign type is a good match for nonprofits that have a story-driven appeal and a set goal.

In this article, we'll explain how to set up a Crowdfunding Campaign using the following steps:

 

Getting Started

1. Open the Campaigns tab on the left side of the Classy Manager
2. Click the green Create New button and select Crowdfunding

Building a crowdfunding campaign is a 4-step process.

Filling out the Basic Details

This form covers the basic information of your campaign.

1. Enter your campaign's information into the content blocks
2. Tap the green Next Step button when you're finished

Setting up the Landing Page

The Landing Page is where you tell your story and create clear calls to action that encourage supporters to join your cause.

The Basic Details

1. Click Upload New under Campaign Logo to add your logo

  • For the best quality, use a 300 x 50 px image

2. Write your Headline and Subheadline in the Headline Block  

  • Want to use a logo or image instead of a regular headline? Simply flip the Headline Image switch and upload an image like normal
  • We recommend using headline images when possible, even if the image is simply a line of text with a transparent background—headline images tend to look better

Key Visuals and Info

3. Click Upload An Image under Hero Image to add a background

  • For the best quality, use a 1280 x 720 px image
  • If you do not use an image, you can choose the background color that displays instead

Pro Tip: Our designers recommend using images because they better engage potential supporters. Just make sure the focus of your image is 115 px below the top of the image—this draws attention to the subject of the picture and your headline. Need extra guidance? View our image guide.

4. Click Upload An Image under Featured Media to add visual context

  • You can add images as well as YouTube or Vimeo videos—videos always display first
  • You can upload more than one file, but we recommend no more than three

5. Click the Primary Color Circle to change the primary page and button color

  • You can use our color palette or enter a Hex code to change colors
  • Tip: If you use our palette, a Hex code still appears at the bottom. Copy it down to use the same color on future campaigns

Impact Tiles

  

6. Write your Impact Tile Header in the Impact Text Block
7. Click Edit on an Impact Tile to change the image, donation amount, and description

  • To reorder tiles, click the three lines on a tile and drag it to the location you want
  • To add a new tile, click the green Add button

Pro Tip: Our professional writers say the best impact tiles help supporters understand the impact of their gift. For more impact tile tips, take a look at their detailed advice.

About the Campaign

8. Write your crowdfunding campaign description in the About the Campaign Block
9. Tap the green Next Step button to save your edits and move on

Setting up the Donation Page

As the name suggests, this page is where supporters will make donations.

1. Click Upload New under Background Image to add a background

  • If you added a background image on the landing page, it will appear here as well
  • You can change the background for the donation page by uploading a new picture

2. Write your Headline and Donation Appeal in the corresponding text blocks

  • The donation appeal is a subheadline—the best explain or show the impact of donating to encourage action (Our advice? Keep it brief!)

Pro tip: Keep your visual theme consistent across your landing page and donation page. This keeps your branding consistent which ensures supporters always know they are still in your donation process.

Donation Settings

3. Tap the Donation Settings Dropdown and choose a donation method

  • One-time donation pre-selected - Supporters can make a one-time donation using any of the pre-set amounts or a custom amount. The ability to donate once will be the default option.
  • Monthly recurring donation pre-selected - Supporters can make a monthly donation using any of the pre-set amounts or a custom amount. The ability to donate monthly will be the default option.
  • Force a specific amount monthly - You can set a specific amount that supporters can donate monthly (like a Netflix membership).  
  • Monthly recurring donations only - Supporters can only make monthly donations using any of the pre-set amounts or a custom amount.
  • One-time donations only - Supporters can only make a one-time donation using any of the pre-set amounts or a custom amount.
  • One-time donations, force amount - Supporters can only make a one-time donation using the specific amount you set.

Note: You can change the numbers in the pre-set amount buttons by writing the amounts you want in the corresponding text blocks. The pre-set amount buttons do not appear if you force an amount. If you force an amount, the donation form will simply list the amount that you set.

4. Choose whether you want to participate in recurring donation optimization

  • If you participate, a notification will encourage people to give monthly when they select a one-time donation amount
  • Supporters can still donate once, or they can click the give monthly link to give a recurring donation—research shows that recurring donors provide 5 times more value to nonprofits

5. Write the message you want to appear in the Submit Button by using the text block

  • We recommend using action verbs to craft a strong call to action

Classy Mode

6. Choose whether to enable or disable Classy Mode

  • Classy Mode gives donors the option to cover your donation fees so your cause can benefit from their entire gift—we have found 60% of donors are willing to do so if given the choice. To learn more please visit our guide
  • You can set whether the checkbox to cover fees is pre-selected or unselected by default
  • You can write an appeal in the text block that encourages supporters to cover fees  

7. Click the green Next Step button to save your edits and move on

Setting up the Thank You Page

The thank you page appears after someone submits a donation.

1. Click Upload New under Background Image to add a background
2. Write your Headline and Supporting Message in the corresponding text blocks

  • We recommend personalizing your headline and supporting message to show just how meaningful supporters and their gifts are. Writer's block? Describe how their donation will lead to lasting change

3. Click Save Draft to save your edits and your peer-to-peer campaign

Publishing Your Campaign

After saving your draft, the campaign overview screen will appear.

From here, you can click the green Publish button to post your campaign. But before you do, we have some final tips:  

  • Click the Preview dropdown to preview your campaign pages. If anything does not appear correct, click the Pages tab and select the page you want to edit. You can use this step to edit your pages anytime including when they are published.

  • The initial builder only centers on the basics, so you can focus on the core of your campaign first. But you can make advanced customizations before making your campaign public. We recommend starting with our image guide or button guide.

  • Finally, test your campaign by making a donation before you share it publicly. This will allow you to experience the campaign from the shoes of your supporters. You can refund a test transaction after 24 hours.​​

If you have any additional questions, please contact our Care Team.

Back to top