FirstGiving for Beginners (April 2013)
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New to FirstGiving or just need a refresher? Join us for an overview of your premium nonprofit account so that you can make the most of your fundraising. We’ll cover: - Customizing your nonprofit start page - Creating an event - Viewing and managing your reports ...and much more!
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FirstGiving for Beginners (April 2013)
- 2. FirstGiving for Beginners • Part I: Your Admin Area • Part II: Create Your Nonprofit Start Page • Part III: Create Your Event Page • Part IV: Useful Stuff You Should Know About
- 4. The Home Tab • General overview of your FirstGiving activity • Graph in center of the page may say "Data cannot be found" - just means you have not had any fundraising activity yet • Contains links to other parts of the nonprofit account area • You can access the Success Center from this screen
- 5. The Events Tab • View all your events, add new events, and manage offline donations • If your fundraisers receive offline donations (checks or cash), those can be entered from this tab • To add a new event, click the Create New Event button. We’ll walk you through this tab in more detail later in this webinar.
- 6. The Nonprofit Page Tab • Set up and manage your nonprofit start page • Your hub page on FirstGiving • Edit your mission statement, logo, YouTube video, and banner (appears on every fundraising page as well as your nonprofit start page), more on setting this up later.
- 7. The Nonprofit Page Tab
- 8. The Reports Tab • Allow donors to cover FirstGiving transaction fees • FirstGiving Charts: view graphs of your fundraising and compare events against one another or view their progress over time • Download an EFT Form: set up weekly electronic fund transfers if you'd like to switch from monthly check payments • Add custom codes to your payment reports
- 9. The Reports Tab Fundraising Summary Shows all the official events you have set up as well as all the grassroots pages that have been created. • Team details: this report will appear if you have teams turned on for an event • Participant details: this will appear if you are using custom registration for an event and will contain answers to registration questions, as well as fundraiser information • Fundraiser details: this will show info on everyone who has made a fundraising page for this event • Donor details: this will appear if the event or page has received donations and will show info on the donors
- 10. The Reports Tab Direct donations • Information on all donations made outside of fundraising pages • These donations can come in via the Donate button on your nonprofit start page or via the Online Donate Button you can install on your own website (we'll take a look at that later)
- 11. The Reports Tab Payment summary • Information on all the funds FirstGiving has sent to you • Each payment will have its own line item, and you can click the Payment Details icon to see an in-depth breakdown of each donation that went into that payment
- 12. The Emails Tab Auto-email settings • Manage your communications with users -- send targeted emails to a specific group of people or handle the automated emails that come from FirstGiving when anyone donates • Click "Auto-Email Settings" to edit your automated email message - this will be appended to the receipt sent to all donors o This message is a good place to mention that donations are tax- deductible - if you do so, your donors can use this receipt as a tax receipt
- 13. The Emails Tab Compose new email • Clicking "Compose new email" allows you to send out emails to specific groups of people - you can select either Fundraisers (people who have created a fundraising page), Event Registrants, or Donors • Filter these people further using the criteria dropdown menus - use as many filters as you need • When composing the email, you can enter operators like [First Name], which will be replaced with the recipient's actual first name when you send the email
- 14. The Widgets Tab • Buttons you can install on your own website to accept donations, display fundraising totals and top fundraisers, or house your FirstGiving registration
- 15. The Widgets Tab
- 16. The Widgets Tab
- 17. The Widgets Tab Online Donate Button Multiple giving levels Advanced Features: • pay the fee • recurring donations • donation notification emails (to you, the nonprofit, as donors already receive an automated donation confirmation email) • customized thank you email
- 18. The Widgets Tab Online Donate Button Ways to install your button • On your website • install it yourself or send it to someone else to install it for you •On Facebook •As a QR Code
- 19. The Widgets Tab Top Fundraisers and Total Raised
- 20. The Widgets Tab Embedded Registration • House the FirstGiving registration and fundraising page creation process right on your own website
- 21. The Settings Tab • Manage the users who have administrative access to your nonprofit account • Change your own account information and add or edit other users • 3 levels of access: Admin, Standard, and Event Restricted o Admin can do everything o Standard can see everything but not make changes o Event Restricted is the same as Standard everywhere in the account except if you choose to give them access on a particular event - they will be the same as Admins for that event
- 22. Creating Your Nonprofit Start Page
- 23. The Nonprofit Page Tab
- 26. Creating Your Event Page Creating Your Event Page
- 27. Creating Your Event Page
- 28. Creating Your Event Page
- 29. Creating Your Event Page
- 30. Integration with Eventbrite • Connect an Eventbrite ticket sales event to fundraising on FirstGiving Creating Your Event Page
- 31. Creating Your Event Page
- 32. Useful Stuff Your Event Page Know Creating You Should About
- 33. Creating Your Event Page Offline Donations
- 34. Creating Your Event Page
- 35. Creating Your Event Page
- 36. Creating Your Event Page
- 37. Creating Your Event Page
- 38. Creating Your Event Page Fundraiser Email Tool
- 39. Creating Your Event Page
- 40. Creating Your Event Page
- 41. Creating Your Event Page Edit First/Last Edit First/Last Add/import Add/import name data for name data for unlimited unlimited each contact each contact contacts from contacts from multiple sources multiple sources
- 42. Choose a template msg, Choose a template msg, or write your own or write your own Updated design Updated design features your features your Creating Your Event Page nonprofits’ brand nonprofits’ brand Add mail merge Add mail merge fields for fields for personalization personalization
- 43. Q&A More burning questions? Visit the Success Center or email us at learningcenter@firstgiving.com
Editor's Notes
- Clicking “Edit Page” – seen on the upper image – will bring you to the second image shown here; they’re not displayed on the same screen.
- Clicking “Edit Page” – seen on the upper image – will bring you to the second image shown here; they’re not displayed on the same screen.
- This screen shows what you will see when you click “Make a button” – on the right is the editing area, and on the left is a live preview of your changes. That is what donors will see pop up on their screen when they click the donate button on your website.
- This screen shows what you will see when you click “Make a button” – on the right is the editing area, and on the left is a live preview of your changes. That is what donors will see pop up on their screen when they click the donate button on your website.
- This screen shows what you will see when you click “Make a button” – on the right is the editing area, and on the left is a live preview of your changes. That is what donors will see pop up on their screen when they click the donate button on your website.
- This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.
- This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.
- This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.
- This shows a little more detail on the configurator for the button. You can enter multiple giving levels to show your donors what different amounts can do – which can push a donor to give that little bit more – and if you click the “Advanced Features” link, it unfolds to show you these options. “Pay the Fee” refers to allowing donors to choose to cover the donation fee themselves, which they can also do on the main website.