Jumpstart Your Fundly Campaign! Webinar

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  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • ----- Meeting Notes (8/30/12 16:35) -----consistent size of numbersshow arrow from $20b into the $218b box to show growth
  • Jumpstart Your Fundly Campaign! Webinar

    1. 1. Jumpstart your FundlyCampaign!Hana YangCustomer Success@hanayangWebinar / Wednesday, June 5th
    2. 2. freemium
    3. 3. Subscription
    4. 4. Agenda• Fundly Overview• Approach & Milestones• Structure & Terminology• Flows• Hands-on Demo• Best Practices• Resources• Next Steps• Q&ALearning Objectives1. How Fundly is structured2. How to speak Fundly and set up your account3. How to create and launch your Fundly campaign4. How to maximize your Fundly platform
    5. 5. Fundly overview• Simplest Personal & Team peer-to-peer Fundraising tool• Built from the “ground up” on Social Integration• Tiered hierarchy Parent/Child – Team/Individual Fundraisers• Scalable solution for large & small non profits• “We help & guide you” be successful in your personal campaigns throughsystem smarts and tools, “Fundly Guide”Fundly is a fundraising platform that helps turn personal networks into new-donor networks
    6. 6. $ $Leverage your Supporter Network84% New Donors56% FB ConnectedNon-profitOrganizationEvent(e.g. 5K Walk)campaign(e.g. crowdfunda school library)TeamsFundraisersSupporters /Donors
    7. 7. $ $Leverage your Supporter NetworkNon-profitOrganizationEvent(e.g. 5K Walk)campaign(e.g. crowdfunda school library)84% New Donors56% FB ConnectedTeamsFundraisersSupporters /Donors
    8. 8. STRUCTURE & TERMINOLOGY
    9. 9. StructureCause Page• Main Landing Page (e.g.arnoldpalmermedicalcenter.fundly.com)Campaign Page• Child of Cause Page (e.g.arnoldpalmermedicalcenter.fundly.com/arniesmarch)Team Page• Child of Campaign Page (e.g.arnoldpalmermedicalcenter.fundly.com/karli-s-angels)Personal Fundraiser Page• Child of Campaign Page OR TeamPage (e.g.arnoldpalmermedicalcenter.fundly.com/karen-leonard-karli-s-angels)CauseCampaign1 PageTeam 1PagePersonalFundraiser 1 PagePersonalFundraiser 2 PageTeam 2PagePersonalFundraiser 3 PageCampaign2 PagePersonalFundraiser 4 PagePersonalFundraiser 5 PagePersonalFundraiser 6 PageCampaignadmin
    10. 10. TerminologyUSERSAdmin You! Someone who can create and manage Campaign PagesCaptain Someone who can edit Team PagesPersonal Fundraiser Someone who owns a Personal Fundraising PageDonors Anyone who has made a donationSupporter Anyone who has clicked on the Support button, made a donation OR ownsa Personal Fundraiser PageGiving Levels Drives understanding of what a certain donation amount accomplishes (e.g.$10 buys a Case of Water, $100 gives a Family a Roof Over Their Head fora Night, etc.)Dashboard An User’s view into a Campaign, Team or Personal Fundraiser Page’ssuccess, campaign performanceWidget A thermometer, button or form that can be placed on any web page outsideof the fundly.com environmentFeatures
    11. 11. FLOWS
    12. 12. Campaign Administrator FlowSignupCampaignCreationFundlyGuideFB Share NotificationsFBPostSignupFB OGCreateEmailOAUTHEmailSentFBPost3 DayReminder%CompleteCampaignFinishUpdatesFBPostEmailUpdateSupporterFinish
    13. 13. Fundraiser FlowSignupCampaignPersonalizationFundlyGuideFB Share NotificationsFBPostSignupFB OGCreateEmailOAUTHEmailSentFBPost3 DayReminder%CompleteCampaignFinishUpdatesFBPostEmailUpdateSupporterFinish
    14. 14. Donor FlowDonationDonationMadeDonor CardFBCommentFB PostSignupFB OGDonateFBOAUTHEmailSentFBPostUpdatesFB PostEmailUpdateFBPostSignupFriendSupportedFriendDonatedFundraiserFB Post
    15. 15. Supporter FlowSupportShareSupportFBCommentFB PostSupportFBSendFBPostUpdatesFB PostEmailUpdateFriendSupportedFriendDonatedFB OGSupportEmailSendFundraiser FBPost
    16. 16. HANDS-ON DEMO
    17. 17. BEST PRACTICES
    18. 18. Best Practices2 Personal Relationships are Key1 Compelling Story, Images, Videos3 Identify your Champions4 Set realistic Fundraising GoalsDevelop a communication plan to engage with fundraisers6Leverage the Power of Social75 Incentives/rewards for top Fundraisers or Teams
    19. 19. Core Principles1 People give to people2 People Give to a story3 People Give When They’re Asked
    20. 20. ResourcesCustomer Success Training Webinars – Every 1st and 3rd Wednesday of the month at 10amPSTOffice Hours – Every 2nd and 4th Wednesday of the month from 10am – 12pm PST• Subscription customers may schedule 30-minute Office Hours sessions with their Customer SuccessManagerKnowledgebase – http://support.fundly.com/• Use the search function to find answers to questions• Access the Knowledgebase through the Fundly Support & Feedback button (left side of your Fundly page)Support – support@fundly.com | Direct: (650) 468-0026New Product Updates – http://fundly.com/blogFundly Blog – http://fundly.com/blog
    21. 21. Next StepsSubscription customers1. Reach out to your Customer Success Manager and obtain log-in credentials2. Log-in to Fundly and WePay accounts and complete account setup process3. Connect your Fundly account with social media networks (FB and Twitter!)4. Recruit your Champion fundraisers5. Create a communication plan for your Campaign6. Reach out to your Customer Success Manager to set-up office hoursFreemium customers• Follow steps 2-5 above• Interested in a Customer Success Manager, Branding, Office Hours, and more? Reachout to Sales at sales@fundly.com to upgrade
    22. 22. Q&A
    23. 23. thank you.Thank you.

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