Configure Crowdfunding Settings

Important

Crowdfunding settings are set up and completed by the internal N3O team only for both website staging and production environments.

As soon as a webhook is set up in Engage, the next step is to configure the settings for the crowdfunding platform. These settings are mandatory and must be set up before creating any campaign or fundraiser page. They include two main elements:

• Template
• Tags

1. Login to the Umbraco staging backoffice using your login credentials. Navigate to Settings and then Crowdfunding under the Content tab.

2. On the crowdfunding page, an API key must be added by a developer from N3O for both the staging and production environments. This key is used for communicating between the staging and production sites and same for both.

Templates

3. Expand Template and complete its components as described below. These are necessary to fill in otherwise the crowdfunding pages might break later on.

3.1 First, click Sign In Modal. This is a sign in pop-up modal (asking the donor to sign in first) that appears when a donor wants to create a fundraiser page via the create fundraising page option on a campaign.

• On the sign in modal content page, under the General section, input all the mandatory information with asterisks, as detailed below, and click Save and Publish. Each piece of information unfolds on the actual pop-up modal and must be asked from the charity itself, but some defaults should be included for clarity.

  • Title: Headline of the pop-up modal that showcases the charity.
  • Logo SVG: Logo of the charity in svg format.
  • Logo Text: Name of the charity under the logo.
  • Button Label: Button name from where the donor would sign in and continue to create a fundraiser page.
  • Items: Items include an icon, title and text to show what the chairty works for which can be goals or any other. Click on Add Content and fill in the relevant information.

3.2 Next, click Profile, which typically appears on the campaign page that the charity creates next to the introduction section.

• On the profile content page, under the General section, input all the mandatory information with asterisks, as detailed below, and click Save and Publish. Each piece of information is displayed as the charity name, strapline and logo on the actual campaign page.

  • Profile Image: Image showing the logo of the charity in svg format. Upload it according to the required dimensions.
  • Name: Name of the charity representing the campaign.
  • Strapline: Short and impactful phrase that supports the charities campaign and name.

3.3 Lastly, click Home Page, that includes images appearing on the actual fundraising home page containing all the campaigns created.

• On the home page content page, under the Search section, upload the background and side image with the correct image dimensions specified.

Tags

4. Expand Tags under Crowdfunding. This is an optional field and one may or may not use it for their crowdfunding pages. Under Tags, there are two options:

• Tag Category: A tag category groups similar tags together based on common themes or purposes for e.g. emergency, food etc.
• Items: Items are tags themselves and appear on the campaign page under the introduction section.

4.1 To create a tag category, click Categories and then Create Tag Category. Write a name and upload an icon for the category in svg format. All categories appear in a list on the Categories page.

4.2 To create a tag, click Items and then Create Tag. Write a name and select a category for the tag via Add. All tags appear in a list on the Items page.