Red Stampede User Guide: Crowdfunding-Fundraising-Ecommerce suite

Neal Harrington | sales@redstampede.com | 704.578.1248 | 6701 Fairview Rd., Charlotte, NC 28210 | www.redstampede.com
REDSTAMPEDE REDEFINE POSSIBLE
CROWDFUNDING/FUNDRAISING/E-COMMERCE
SUITE
 OVERVIEW
 SECURE TRANSACTIONS
1. Unique Payment Gateway
 UNLIMITED DONATION/PRODUCT/INVESTMENT PAGES
1. Standard Pages
2. Custom Pages
 PERSONAL FUNDRAISING/REFERRAL PAGES
Summary
Setup
Highlights of the Fundraising Dashboard
Highlights of the Fundraising Page
 EVENT SPONSORSHIPS & TICKETING
Unlimited unique Sponsorships Packages
Unlimited unique event t icket ing t iers/levels
Direct donate feature
1

OVERVIEW
A complete toolkit for you and your supporters –
find and recruit new donors to your
organization while raising money through your website, social networks, email, events,
personal fundraising pages, money
-
bombs, and on
-
line donor contests.
Details Specs Training
SECURE DONATION
PROCESSING
We eliminate red flags that cause donor
hesitation, like changes in URL domains
and different branding on your donation
pages. We set up each client with your
own unique payment gateway so your
supporters can rest easy knowing that
they are giving directly to your campaign
and not a third party vendor to process
your credit card information.
READ MORE
UNLIMITED UNIQUE DONATION
PAGES
You can create and revise the landing
page message and automated thank you
email for each unique donation page
created. For political organizations,
easily set thresholds to trigger fields that
collect the required information to
ensure complete and accurate
compliance.
READ MORE
PERSONAL FUNDRAISING /
REFERRAL PAGES
“Social-Raising”, “Crowd-funding” –
we simply call it “Fundraising.”
Regardless, our fundraising pages will
change how you raise money from this
point forward. Anyone can create &
customize a their personal fundraising
page in seconds, share it to Facebook
& Twitter, embed it into a website or
blog, & email it to their personal
contacts in a matter of minutes.
READ MORE
EVENT TICKETING
A tool for your supporters to host events
on your behalf, share & promote them
with their groups and social networks,
track attendance, sell tickets and manage
registration.
READ MORE
2

SECURE TRANSACTIONS
Site Admins can publish and manage an unlimited number of donation pages through The Donation Page Setup
Front-end
 The Donation Processing System is a fully tested and secure web form. It can either be integrated into a website (e.g.
https://donate.danforest.com or https://danforest.com/donate) or it can be hosted on a separate website (e.g.
https://thecompany.com/DanForest).
 Validates that the field data is within acceptable ranges before submitting to the payment processor.
 Allows pre-determined donation amounts and/or user-input of the donation amount. A minimum donation amount can be set.
 Can show or hide form fields based on the value of another form field. For example, if a state requires the campaign ask for the
employment information of donors who donate more than $100, the Employment section of the form can be hidden for those who
donate less than $100.
 Separate billing and shipping addresses if the campaign wishes to offer an item for a donation, or if the donation form is integrated
into online merchandise store.
 Form variables can be pre-set in the URL. The variables that can currently be pre-set are amount, show shipping address fields,
personal fundraising page to credit, first name, last name, email, zip, address, city, and state. Any other form field can be pre-settable,
but will require developer time to create and test. For example, if an email is sent out asking for a $100 donation, the URL in the email
can be https://DanForest/donate?amount=100, which will automatically set the donation amount to $100.
Back-end
 The Donation Processing System can integrate with any payment processing system that has a programmatic interface, known as an
API. The backend system is PCI compliant and only stores information about the person and the donation, not the credit card
information.
 The backend database keeps a record of every successful and failed donation.
 The backend system can be integrated with any external database that has an API. The Donation Processing System currently
integrates with the Campaign Force product of Sales Force, which is a “cloud computing” application used by campaigns such as Ron
Paul’s 2008 presidential campaign.
 The backend system can create and/or email any requested reports. For example, nightly CSV dumps can be emailed to the finance
person on the campaign, who imports the CSV into the campaign’s database. See the Reports section for details.
 Other donations can be entered into the system and stored in the backend database. These are donations that have not been
processed through the Donation Processing System. For example, cash, checks, and credit card donations that were manually entered
into the payment processor.
3

DONATION PAGES
Steps to Building a Donation Page
 Select an existing donation page from the
drop down menu or enter the title of a
new donation page
 If you’re creating a new donation page,
enter the donation amount that will set
the employer and occupation field
requirements and click “Save”
 To customize your new page, click on
the “Go to Edit Page” button
 Select one of the three template options:
Template 1 – form aligned right
Template 2 – form aligned left
Template 3 – form aligned below
 Enter the amount of each donation
option to display on the webpage. There
is no limit on how many you may create.
Select “Add New Amount” to create
additional giving options.
 Select on donation amount as the default
 Input your content for the automated
thank you email message sent to the
donor after contributing
 Input your content to appear on the
donation page. This can include a video,
images, or other rich media.
 Input any legal disclaimer or other
information that should appear at the
bottom of the donation page
4

Standard Donation Page
 Accepts MasterCard, Visa, American
Express, Discover
 PayPal Integration optional
 All user information is pre-populated
into the corresponding
fields when the user is signed into
the platform
 Separate billing and shipping
addresses allowed.
 Offline Giving Form
 Allows user-input of the donation
amount.
 Accepts Single and recurring
donations (Authorize.net only)
 Can include permission based fields
 Can show or hide form fields based
on the value of another form field.
Admins control this feature and can
establish an amount threshold to
activate this field as mandatory
 Validation of field data before
submitting to the payment processor
 All legal disclaimers and
requirements are controlled and
managed through the Admin Portal
5

Custom Donation Pages
Dan Forest ran a fundraising campaign for a chance to win the opportunity to meet Governor Mike Huckabee one on one. Two landing
pages were created –
one for a $5 minimum donation to automatically enter the contest and another landing page which required no
donation but required an email address and cell phone number to enter the contest. The donation page was created through the site’s
Fundraising Manager
.
CONTEST NON-DONATION PAGE
$5
SINGLE UNIQUE DONATION PAGE
6

PERSONAL FUNDRAISING / REFERRAL PAGES
“Social-Raising”, “Crowd-funding” – we simply call it “Fundraising.” Regardless, our fundraising pages will change how you raise money
from this point forward. Anyone can create & customize a their personal fundraising page in seconds, share it to Facebook & Twitter,
embed it into a website or blog, & email it to their personal contacts in a matter of minutes.
 Create a Personal Fundraising or Referral page. Each page can be turned into a money bomb
at anytime which will auto scroll the users most recent donors to give through their page
 We use this tool to encourage others to make referrals. You can earn money by creating your
personal referral page with a single click. Try it here.
 Customize your page or use one of the templates provided. You can change the title,
description, and the goal amount of each fundraising page created.
 View your public fundraising or referral page
 Users can track and monitor their fundraising progress from their personal fundraising
dashboards and receive automated alerts for each new donation received
 Share your page to Facebook and Twitter
 Embed a link into your email program like Outlook or Gmail; embed your personal
fundraising thermometer and/or a link to your donation page in a website or blog.
 Users can send emails to their friends on the website, contacts from any online email service,
and/or contacts on any major social network asking them to make a donation to your
organization through their fundraising page. Invite your contacts to buy a Red Stampede
website through your page or embed it in a personal website or blog
PERSONAL FUNDRAISING PAGE SETUP
Site Admins manage the defaulted content of the user’s Personal Fundraising or Referral Pages from the Admin Portal under the Site
Builders in the Fundraising section.
 Site Admins control the title, description, and fundraising goal amount to appear as the defaults each time a user creates a new PFP.
 Each site user may use the default template or customize their page with their own title, description, and fundraising goal
 Learn more about PFP’s and PRP’s in the MY-Advocacy Network Chapter under Fundraising and Referrals.
Steps to Creating a Personal Fundraising Page
 Enter the Personal Fundraising Page
Title
 Enter the description using the
content editor. Administrators and
registered users may add video or
other rich media to the description.
 Enter the amount of the personal
fundraising goal
 Click save
7

Each registered user has the personal fundraising tool in their account. Each user may have multiple personal fundraising pages and
may customize the title, description, and the amount of their personal fundraising goal. By default, as explained earlier, the site
administrator creates a site wide template for all personal fundraising pages so that if the user prefers not to edit or customize any
editable section they may begin using their page immediately.
User’s title and
welcome message
with description on
how to get started
Edit:
Link to page where
user may edit the
title, description, and
the amount fields of
their personal
fundraising page
Edit Picture:
User may upload a
photo that will
appear next to their
personal fundraising
thermometer on
their public
page. This allows
each user to
personalize their
fundraising
campaigns even
more
View Public Page:
Links to the user’s
live personal
fundraising page so
that they may see
what each person
will view when they
are on their page
My Fundraising
Campaign Statistics:
Shows an automated
message thanking the
user for helping the
campaign fundraise
Statistics:
Highlights the user’s
fundraising performance
including the Amount
Raised, number of
donations, their personal
fundraising goal, and the
percentage of their goal
they have achieved
Contact Recruiter:
The Invite Your Friends
tool is embedded into
each user’s fundraising
page allowing them to
easily invite their
contacts to participate in
their personal
fundraising campaign
Embed/Share Your
Fundraising Campaign:
A very powerful tool
that allows users to copy
and paste a link to their
page, code to embed the
picture and thermometer
into their own personal
website or blog; and/or
code to embed just the
thermometer into their
personal website or blog.
Highlights of Your Personal Fundraising Page Dashboard
8

 Customize it! Each
Personal fundraising
page contains the
Title, description,
and personal
fundraising goal all
of which may be
customized by each
user.
 Personalize it! Each
user may upload
their own image to
further personalize
their page and
fundraising appeals
 Share it!
The share tool is
embedded into each
page making sharing
the page with the
user’s Facebook
friends and twitter
followers very fast
and easy and can
help the user quickly
promote their
fundraising
campaign.
 Track it! Each
time someone
contributes to the
user’s personal
fundraising page,
the platform will
track their
donation and
apply it to the
users’ personal
thermometer. Wit
h each new
contribution
received through
the user’s personal
fundraising page,
their thermometer
will rise along with
the percentage of
their personal
fundraising goal so
that everyone can
see their success
Highlights of Your Public Fundraising Page
9

EVENTS
HOSTING AN EVENT
 Event Title
This the name of the event that will be displayed publicly
 Event Description
Multi-media content editor to allow site Admins and registered
Users a full suite of content tools to create their event
descriptions
 Date and Time
The date and time are used to order the events in the All Events
View Module. The date and time also dictate when the event will
automatically be removed from public view and when RSVP will
no longer be available.
 Location
The Venue Name field lists where the event is being held
(Someone’s home, a restaurant, etc.) The Venue Location is the
physical address of the venue, which will automatically generate
an accurate Google map when created. There is also a field called
Extra Venue Notes, which allows the creator of the event to
input any special considerations and/or notes about the venue
(parking, contact numbers, etc.)
 Donation Tiers
This new features allows Users to create unique donation landing
pages specifically for each tier of the event. Users may click on the
Add Tier link and insert the name, label, and amount of the tier.
After the event is created and live on the site, these links will each
have a unique landing page and automatically be assigned to the
event it is associated with when a donation is received for the event,
Site Admins will see the event association in the referral page field of
the donation report accessed through the Admin Portal
 Invites / Permission
Invites: Using the Community Recruiter Module, Admins and Users
may select one or more methods to invite contacts to the event
including manually, uploading a CSV file from their desktop,
importing address books from email providers, and/or inviting their
friends on the site.
Who Can View: If your Event is open to all Organization Users, click
“Everyone” to view it. However, if you want to create an Event for
certain people, such as a training session for County Coordinators,
click “Only friends I invite” to view it.
RSVP: You may choose to require an RSVP for people to attend an
Event.
Share with Groups: you may share the event with any group that you
are a member. There is also an option to select all groups which will
automatically share the event with every group that you are a
member.
 Create Event:
This will create your event to be placed on the web platform. Some
events that are shared with certain groups will have to first be
approved by the group owner before it is displayed. Each Group
owner who has selected to moderate activity in the group will receive
a site notification and email regarding an event awaiting approval,
with a link to approve it.
10

PUBLISHED EVENT
 After an event is created, visitors may view the event, download
information about the event, RSVP and purchase tickets and/or
reservations for the specific level, get directions, and invite others
 Each event shows the title, details, tier levels if applicable, venue
notes, a description about the event, a Google map showing the
location of the event with a link for directions, the Guest list and
number of people attending, and the community recruiter module to
allow Users to invite their contacts to the event
DONATIONS ASSOCIATED WITH AN EVENT
 The event created to the right was an actual event held for Dan
Forest in 2012 with Governor Mike Huckabee. The screenshots
below it show the process by which a supporter purchased a Co-host
level ticket to the event, which when clicked, redirects the User to a
unique donation landing page that lists the level and amount of the
selected tier as the only donation option on the page.
 Site Admins may also review event donations through the successful donation report under the Reports Manager in the Admin Portal as
shown below
11

Red Stampede User Guide: Crowdfunding-Fundraising-Ecommerce suite

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Red Stampede User Guide: Crowdfunding-Fundraising-Ecommerce suite