Close Campaigns
Senast ändrad: 28-05-2024If you want to close a project you can do so by managing the project and going to Settings > Close Campaign. After closing the project, all underlying Campaigns and Teams are also automatically closed. It is then also no longer possible to donate to the project or an action/team under that project.
If you close a Campaign then two emails can be sent out if they are on. They are:
Emails > Email overview > Fundraisers > Campaign has been closed by project administrator *
Emails > Email overview > Team captains > Campaign has been closed by project administrator *
Make sure you turn these off, or make sure the content is correct. Otherwise, a bulk email will go out to all action starters/team captains on closure.
After closing the project, the Settings > Campaign status option has been added. By default, the amount raised is shown in the general counter status. You can also choose not to show the amount in the counter status in Campaigns status. After calculating the new counter status, the collected amount of that project is subtracted. You can recognise a project whose amount is no longer included in the total counter status by the triangle in the Overview of Campaigns.
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Additional questions in the Sign up flow, donation form and customised form
It is possible within the platform to request additional information. For example, requesting a shirt size, explicit parental consent, agreeing to the additional participant regulations, etc. But also, for example, requesting extra information when making a Donations to apply for tax certificates or a special opt-in to be called.
There are three places where we can add additional questions for you. In the sign up flow, the donation form and in a customised form. You cannot add the extra questions yourself. Should you wish to do so, please contact us and we will add them.
Content of article
Sorts of additional questions
Insert fields
Text field
Textarea
More-choices
Dropdown
Radio
Checkbox
Extra text
Where can additional questions be added?
Sign up flow
Donation form
Customised form
On which levels can additional questions be added?
Where can I see the completed answers to the additional questions?
Types of extra questions
Input fields
We have two types of input fields, a textarea and a textarea. The two are distinguished by the size of rows displayed. If you expect a short answer then you choose a textarea. In it you ask a question (which has a maximum of 40 characters) a the user fills in an answer:
If you expect a longer answer you can work with a textarea:
PlaceholderFor a text field or -area, you can specify a placeholder. This will then appear when the question is completed. This can be useful if you want to receive the information in a particular way, for example "enter the date dd-mm-yyyy here".
Validation typesYou can have a specific form of an answer specified. For example, if you ask for a specific date or a bank account number. If information is then specified that does not meet those specific validation requirements, the answer will not be accepted. These are the validation types we have:
Numbers only
Only letters, dashes and dots
Numbers, letters, dashes and dots only
Valid e-mail address
Valid phone number
Valid IBAN number
Valid zip code
Valid date of birth (dd-mm-yyyy)
Valid date (dd-mm-yyyy)
Valid date in the future (dd-mm-yyyy)
Valid date in the past (dd-mm-yyyy)
Multiple-choice options
We have three options for multiple-choice options, and with all three you may also optionally choose to display only one option. These are the dropdown, radio and checkbox:
Dropdown
At the dropdown you ask a question after which the user has to click on the answer option to expand it. There they can then select one of the choices.
Radio
For radio, the first response option is selected by default. Users can then choose to select another option instead.
Checkbox
This allows you to tick one or more answer options yourself.
For all the questions above (except radio), you can indicate whether that question is mandatory or optional.
Extra text
To introduce the questions, or give some extra information, we can insert titles and info text. A title has a slightly larger font than the infotext.
Where can additional questions be added?
There are three places where we can add additional questions. In the sign up flow, on the donation form and in a customised form.
Sign up flow
The additional questions are asked in the sign up flow after creating the sponsor page (or team page/company page) and before the webshop/startup donation/overview page (depending on which steps there are in the sign up flow):
Donation form
The addition of additional questions to the donation form works the same and you will then see these below the personal data. The only difference is that no special personal data should be asked in this place.
Customised form
We can create a customised form. This is in the form of a Menu item and in it you can request information (separate from the sign-up and donation flow).
You enter an e-mail address and the completed forms are one on one forwarded to that e-mail address. These come in as separate emails and you cannot download an Excel file from this.
Optionally, you can set another destination url where the user, after filling in the form, is automatically redirected.
Below are some examples of applications of custom forms:
Customised form of the Giro di Muscoli for participants in the family stageHere they ask participants to fill in the names.
Customised Night of Refugee form to order t-shirts separately
Customised form from the Metakids Foundation for a participant action.An action starter sells shells and these can be ordered using this form. This action starter receives the submitted emails and can match the orders to the payment reference.
On which levels can additional questions be set?"
Customised forms always appear as Menu items, but additional questions for the sign-up or donation flow can be set at different levels. Below you can see which ones:
Everywhere on the website
On the homepage only
On the homepage of a Sub site
On a specific Campaign
In addition, you can choose between whether the additional questions should be asked to a campaigner, a team captain or a company starter.
Where do I see the completed answers to the additional questions?
For the Donations form you will see these in your dashboard near the donation itself if you click on the 'eye'. In addition, you can find it in the Donations Excel file. An extra tab has been added there where the completed answers to the extra questions are listed.
In the Sign up flow, you can see the extra questions in the actions/participants when you click on the 'eye'. In addition, you can find them in the Fundraisers Excel file. There too, an extra tab has been added where the completed answers to the extra questions can be found. For Teams and Companies it works in the same way (click on eyelet, and in the export of Teams and Companies respectively)
In the case of a adjusted form, the completed results are emailed to the email address provided.
Do you want additional questions added? Then contact us.
Campaign
In this article, the following items:
Layers
Campaign features
Management of campaigns
Add campaign
Lights out
Copying campaigns
What is all being copied?
Layers
The platform can consist of several layers. For a simple event where there are only actions and teams, you only need one layer and everyone signs up in the same place. However, you may also be working with campaigns, for example at a crowdfunding platform, where you raise money for multiple causes.
In that case, people will only be able to donate to such a campaign, but you also have website where you can also start actions. For example, if you have multiple events, or variants such as an event for adults and one for children. In such a case, you can work with multiple campaigns and the advantage of this is that each campaign can have its own settings. You can then also tailor the emails to the target group.
Campaign features
A campaign always has its own subdomain The url of this is constructed as <siteurl>/project/<campaignurl> or <subsiteurl>.<siteurl>/project/<campaignurl>. You can set the >campaignurl> per campaign. You do this by managing an existing campaign and going to Content > Description and then adjusting the web address.
A campaign can have different settingsIn one campaign, you can allow action starting and not in another, and you can also choose, for example, whether people can create teams and change the mails. So there are several things you can set for each campaign.
You can close campaigns, set them to invisible or delete themIf you want to close a campaign, you can do so easily. All underlying actions and teams are then also immediately closed. You can remove closed campaigns from the counter via Settings > Campaign status (this setting is only visible when a campaign is closed). You can also set campaigns to invisible, after which they are no longer visible at the frontend of the site. If you no longer use a campaign, you can delete it if there are no actions, teams or donations under it.
A campaign can have its own bannerYou can set a banner for a campaign. However, a campaign does inherit the spot colour of a parent segment or website level.
A campaign can have its own administratorThe administrator can modify various texts and settings. See an overview of the rights of the campaign administrator here. You add a campaign administrator by managing the campaign and then going to Administrators and adding a new administrator.
Management of campaigns
You can manage campaigns by going to Campaigns in the menu.
Add campaign
Here you can add a campaign by clicking 'Add'. Then enter:
Campaign title*
Description*
Tags
Countdown
Activities* (if used here)
Rewards
Contact*
After saving, the campaign is unpublished. You can then configure the campaign at your leisure before putting it live. If you click on the eye at the top, you can already see what the campaign will look like. If everything is correct, you can then put the campaign live. You can do this by managing the unpublished campaign and then clicking 'Publish' on the notification at the top. You can also do this by going to the overview of all campaigns, clicking on the 'Unpublished' tab and then clicking on the three dots behind the campaign you want to publish and then clicking on 'Publish'.
After publishing, the campaign appears in the overview of campaigns and you can manage it by going to campaigns by clicking on the pencil icon. Through the breadcrumb at the top, you can see that you are working at campaign level:
All changes you make then apply at campaign level, i.e. only to this campaign.
After creating a campaign, you can once again set the following things specifically for a campaign:
You can change the url of a campaign via Content > Description > Web address
You can give a campaign its own banner via Content > Banners
You can create your own menu for a campaign. It does not appear at the top of the homepage (that is where the fixed menu is), but on the campaign page as an extra tab. You create it via Content > Menu
A campaign can have its own image. This image (or film) is then displayed in the overview pages and has a fixed ratio of 745x419. If you have uploaded an image, you can then crop it to that ratio. You do this via Content > Media