Jumpstart your Fundly Campaign! Hana Yang

Customer Success@hanayang

Webinar / Wednesday, June 5th

freemium

Subscription

Agenda• Fundly Overview• Approach & Milestones• Structure & Terminology• Flows• Hands-on Demo• Best Practices• Resources• Next Steps• Q&A

Learning 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

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

through system smarts and tools, “Fundly Guide”

Fundly is a fundraising platform that helps turn personal networks into new-donor networks

$ $

Leverage your Supporter Network

84% New Donors56% FB Connected

Non-profit Organizatio

nEvent (e.g. 5K Walk)

campaign(e.g. crowdfund

a school library)

Teams

Fundraisers

Supporters

/Donors

$ $

Leverage your Supporter Network

Non-profit Organizatio

nEvent (e.g. 5K Walk)

campaign(e.g. crowdfund

a school library)

84% New Donors56% FB Connected

Teams

Fundraisers

Supporters

/Donors

STRUCTURE & TERMINOLOGY

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 Team Page (e.g. arnoldpalmermedicalcenter.fundly.com/karen-leonard-karli-s-angels)

Cause

Campaign 1 Page

Team 1 Page

Personal Fundraiser 1 Page

Personal Fundraiser 2 Page

Team 2 Page

Personal Fundraiser 3 Page

Campaign 2 Page

Personal Fundraiser 4 Page

Personal Fundraiser 5 Page

Personal Fundraiser 6 Page

Cam

paig

n ad

min

TerminologyUSERS

Admin You! Someone who can create and manage Campaign Pages

Captain Someone who can edit Team Pages

Personal Fundraiser Someone who owns a Personal Fundraising Page

Donors Anyone who has made a donation

Supporter Anyone who has clicked on the Support button, made a donation OR owns a Personal Fundraiser Page

Giving 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 for a Night, etc.)

Dashboard An User’s view into a Campaign, Team or Personal Fundraiser Page’s success, campaign performance

Widget A thermometer, button or form that can be placed on any web page outside of the fundly.com environment

Features

FLOWS

Campaign Administrator FlowSignup Campaign

CreationFundly Guide FB Share Notificatio

ns

FB Post

SignupFB OG Create

Email OAUT

H

Email Sent

FB Post

3 Day Reminde

r

% Complet

e

Campaign Finish

Updates

FB Post

Email Updat

e

Supporter Finish

Fundraiser FlowSignup

Campaign Personaliz

ationFundly Guide FB Share Notificatio

ns

FB Post

SignupFB OG Create

Email OAUT

H

Email Sent

FB Post

3 Day Reminde

r

% Complet

e

Campaign Finish

Updates

FB Post

Email Updat

e

Supporter Finish

Donor FlowDonation Donation

MadeDonor Card

FB Comment

FB Post Signup

FB OG Donat

e

FB OAUT

H

Email Sent

FB Post

Updates

FB Post

Email Update

FB Post

Signup

Friend Supporte

d

Friend Donate

dFundraiser FB Post

Supporter FlowSupport Share

SupportFB

Comment

FB Post Support

FB Send

FB Post

Updates

FB Post

Email Update

Friend Supporte

d

Friend Donate

dFB OG

SupportEmail Send Fundrai

ser FB Post

HANDS-ON DEMO

BEST PRACTICES

Best Practices

2 Personal Relationships are Key1 Compelling Story, Images, Videos

3 Identify your Champions

4 Set realistic Fundraising Goals

Develop a communication plan to engage with fundraisers6Leverage the Power of Social7

5 Incentives/rewards for top Fundraisers or Teams

Core Principles1 People give to people

2 People Give to a story

3People Give When They’re Asked

ResourcesCustomer Success Training Webinars – Every 1st and 3rd Wednesday of the month at 10am PST Office 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 Success Manager

Knowledgebase – 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) 468-0026

New Product Updates – http://fundly.com/blogFundly Blog – http://fundly.com/blog

• Check out our Blog to stay up to date on and learn new things everyday

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 hours

Freemium customers• Follow steps 2-5 above• Interested in a Customer Success Manager, Branding, Office Hours, and

more? Reach out to Sales at sales@fundly.com to upgrade

Q&A

thank you.Thank you.