Create a Crowdfunding Cause to leverage peer-to-peer fundraising to help you raise donations. Add team leads that can invite their own friends to support them or even begin fundraising on their own.
On crowdfunding pages, donors can pay with a credit card, bank account, or digital wallets (Apple Pay, Google Pay, PayPal, or Venmo). For more information, view Payment Methods in Kindful Fundraising.
Access Kindful Fundraising
To access Kindful Fundraising:
Sign in to Bloomerang CRM.
From the navigation menu, select Kindful Fundraising.
Kindful Fundraising opens in a new window.
Crowdfunding in Kindful Fundraising
Before creating a Crowdfunding Cause in Kindful Fundraising, it is useful to understand key terms and the general workflow first. In Kindful Fundraising, the following terms are defined as such:
Crowdfunding — Peer-to-peer fundraising. Donations flow into Kindful Fundraising Donation Pages.
Donation Page — An organized initiative to raise money for a specific purpose. Kindful Fundraising Donation Pages map to the Bloomerang funds, campaigns, and appeals that you select.
Team — The giving pages that are shared to fundraise for a Crowdfunding Cause.
Teams flow into Crowdfunding Causes, while Crowdfunding Causes flow into Kindful Fundraising Donation Pages.
Note: Before creating a Crowdfunding Cause, you should have a Kindful Fundraising Donation Page created for all your related contributions to flow into.
Create a Crowdfunding Cause
To create a new Crowdfunding Cause, select Crowdfunding in the main navigation area. If you haven't already, edit the Header Image that will display on your public Crowdfunding page. A large, horizontally aligned image works best.
Then, click Add New to create a new Cause.
Next, work through each of the tabs:
Summary
Complete the fields under Summary:
The Name is visible to donors.
A unique URL path is assigned automatically, but you may customize the URL.
The Cause Description is featured on the public page.
(Optional) Add notes.
Select the Donation Page you would like donations to go towards. Custom fields associated with the selected donation page are displayed on the form.
(Optional) You may set a Max Teams amount to this Cause, but the default is unlimited. You may also limit the number of members that can be on a team by adjusting the Max Members/Team amount.
The Start At and Finish Date determine how long the Crowdfunding Cause is visible to the public, while the Event Date can be used if you have an in-person event connected to the Crowdfunding Cause.
Note: Setting your Start At date in the future will make it invisible until that date, and the Cause is longer visible after the Finish At date. If anyone tries to visit the public page while it is invisible, they are redirected to a donation page.Under Bloomerang Sync Settings, map your Crowdfunding Cause transactions to your desired Fund, Campaign, and Appeal in Bloomerang CRM.
(Optional) You can configure your form so that a member of your organization is notified whenever a donor completes submission. You can notify up to five email addresses per form.
Finally, set the Overall Goal for the Crowdfunding Cause. If you check Display Cause Goal, the Overall Goal will display on the public page.
Abilities
Choose the abilities team members will have in this Crowdfunding Cause. You can keep the "days remaining" field on, or turn it off. You can allow your team members to have their profiles or not (disallowing would only allow team captains/leaders to have profiles).
Messaging
Set up the messaging that will appear in your communications to your crowdfunding team.
The Title is the name of the page you create (e.g. Team, Crowdfunding name, Fundraiser). This will read as "Create A Title " when donors click the link.
You can choose to Allow registration on cause page which means people will be able to create their own Team pages on the public page. Sign up is a simple 4 step process.
Goals
Set the Team Goal, allow the team to change the goal or not, and set the team’s default quote and about messages. Setting these defaults will allow for faster signups for your participants.
Customize
Choose the theme color, allow or disallow Facebook comments, and update the text on the Donate Button Label.
Sharing
Customize the phrasing for the social media sharing buttons for the Cause. What you add here will automatically display in a tweet or Facebook post for the user spreading the word.
Click Save to create your new Crowdfunding Cause or Cancel to exit without saving.
Next Steps
At this point, you have created a Crowdfunding Cause. You can make changes to anything you just set up by clicking Edit. You can also view the public page by clicking Public, but remember that this page is only visible if you're within the Start At and Finish At dates.
Click the Cause under Cause Name to invite or manage teams, individual pages, change default images, and more.