Start a Project: Overview
Welcome. This is a run down of how to start a project and complete the new project form. If you would prefer to watch a video, here’s the link.
[video_lightbox_youtube video_id=”MvCCpk_oQhQ” width=”640″ height=”480″ anchor=”START PROJECT: OVERVIEW VIDEO”]
First, you’ll need to be a registered user and log-in before starting a project. Once you have logged in, just click Start a Project from the top menu to load the new project form.
In the new project form you’ll see the required fields are indicated with an asterisk.
In order to submit your project for approval and publishing, you must fill all the required fields. But you can save a draft of your project at any time, without filling out all the required fields. The only field that cannot be left blank is the charity selection field. You must select a charity to save your project, but don’t worry you can change the selected charity after saving your draft.
After saving your project, you can change the charity selection with the Change Charity button. Once you submit your project and it is approved and published, you can no longer change the selected charity. If for some reason you need to change the charity after donations have started, you can email firstname.lastname@example.org to request that change.
PROJECT CREATOR INFORMATION
Looking to the top of the form. The first group of fields is for the Project Creator Information. This is the person doing the project. This may be you, or you could be managing and updating projects for others under one account. As a registered user, you can create as many projects as you like, all for the same or different causes.
So you will add the project creators name. You can add an image or logo that will display with the name. Add the location of the project, which can be specific or general. Add a site URL where any additional information can be found about the creator or the subject of the project. And there are fields for Facebook and Twitter links.
Next is the Project Charity field. Here you can search and select the charity who will receive the donations generated from this project. Just start typing in the box to see a list of U.S. registered charities. Click on your selection. As mentioned, you can change this selection up until the time the project is approved and published.
The next section is the project information. Here you give you project a title. Keep it short and sweet. In the Goal Amount field, tell us how much you expect to raise for your chosen charity. Pick a category for the project. And choose a start and end date for the project.
Be sure to plan well and allow some time before the start date of the project. Projects can be short or long, there is no set length, but some projects need some lead time, while others may be spur of the moment and only last a brief time. But these start and end dates are required to submit a project.
CAMPAIGN END OPTIONS
You’ll see that you can choose Close On End or Leave Open for Campaign End Options. Sometimes projects need to end and have a defined period for donations. But often it’s good to choose Leave Open and this keeps displaying the support button so that donations can continue to be received by the selected charity.
Under Project Details there is the short description, which is like the tag line of the project. This displays in the small project promos and project grids around the site. Keep this short and it’s another great place to mention the charity who will benefit.
The video embed area allows you to display a featured video on the main project page. The video embed code is easily copied from youtube or vimeo. If you don’t know how to do that, just google it. But it’s usually just a right click or command click menu item where you select “copy embed code”. You paste it here and that’s it. Video’s can’t be uploaded to funddeed directly. They must be uploaded to youtube or vimeo first. If that’s new for you, then you can check out our video help for specifics on that. If you don’t add a video with the embed code, the featured image will be shown in it’s place.
The long description field is required, and it’s a rich text field where you can provide the overview about the project. You can add images, links and formatting to the long description. And it’s here that you begin the story about what is is you are going to do, why you are doing it, and how often you’ll be posting updates along the way. This is another good chance to mention your chosen charity again and explain how your project may be connected.
The Project FAQ field is not required, but some projects like to provide answers to common questions.
Then you’ll see buttons to upload Project Images. These are not required, but the Featured Image is highly recommended because it is used in our home page image grid, and it is also used in the small project promo’s.
The other images are shown on the project page and can be used to show more images, but are not required.
PROJECT REWARD LEVELS
All projects will have at least one reward level for donations, and this just established a starting point for donations.
If you simply want visitors to be able to donate any amount they would like, then 1 level is all you need. In that case, you would add a Reward Level Title such as “Donate any amount.” In the amount field, add 1 or 5 – which sets the starting donation amount at one dollar or five dollars, but allows the donor to change the dollar amount to anything they want. Don’t add the $ sign, it’s not needed, only the amount. You would not add a reward limit if you have only one level, since there is really no reward, just open donations. And no additional description is needed, but can be used to help encourage giving. You could add something like, “Any donation will help fund a great cause!
If you want to set additional reward levels to encourage larger donations, then select the number of reward levels you want. This adds new levels to the form. Then fill out all the fields for each level. They are required fields, since each new level needs a clear explanation.
With multiple reward levels you can have the first level as the flexible “donate any amount” level, and then have a $25 level, a $50 level and so on. Note that since you are fundraising for a charity, providing gifts as part of reward levels means the donor must consider the gift when determining their tax deductible donations.
When you have finished with the reward levels, you should be ready to Submit your project for Review. You can also just save the draft and come back later to submit for review. Once submitted, your project will be reviewed by Funddeed support staff and either approved and published, or you will receive an email message with further instructions.
If you have not filled out all the required fields, when you hit the Submit for Review button, the window should scroll to the required field(s) that is empty – the field will be highlighted with a red box like you see below.
When you successfully save or submit your project, you will see a message box at the top of the project form with current status.
Once you have saved or submitted your project, you’ll see that you can view the project page and see how the project will look when published. You can also continue to edit the project or create other projects. When the project is approved and published, you’ll get an email notice, or if you edit the project, you’ll see the notice changes. Once your project is published, it is live for the public to see and ready to accept donations from supporters.
You can review all your projects, as well as the projects you have donated to, on your account page tabs. Select My Account from the top of the browser and then click the My Projects tab to see all your projects. You’ll notice a ribbon that tells you if the project is in draft form, or it has been submitted and is pending approval, or it has been published and is now live.
Here you can edit or add updates using the small icons that pop-up over the project image. The update icon is a quick way to add updates to a project using a short form.
Updates can also be added from the edit project page. The form is the same and requires an Update Subject, which is just a short title. The Update Video is not required, but recommended, since it is the featured content on updates and displays in the updates tab on the project page. The Update Description is the text and images that provide the narrative through each update of your project. This is like a blog post that keeps visitors engaged.
After you add and save an update successfully, you will see the success notification at the top of the update form. The form will be empty again, but your update is saved and will display on the project page.
Once updates are added to a project, the Updates tab will be displayed on the project page, so users see the most recent updates when they go to your project.
So your project is live and you are ready to tell the world and get funds rolling in for a great cause! Use the social links on each project page to share your project and updates with your support networks.
Thanks, and check out other Funddeed help pages here.