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Managing crowdfunders

Crowdfunders are records in your system like any other. You can act on what happens to them, and group them for reporting or for a mailing.

Communicating at the right moments​

At each significant moment in a crowdfunder's life, N3O Cloud raises a signal. Your team can attach a communication to any of them, so the right message goes out at the right time. The signals are:

  • Invited — you have invited someone to fundraise.
  • Started — a crowdfunder has been created and is live.
  • First contribution received — the first donation has landed.
  • Goal reached — the crowdfunder has passed its goal.
  • Entering grace period — the crowdfunder has gone quiet and is nearing its automatic close.
  • Closed — the crowdfunder has closed.
  • Moved to another account — the crowdfunder has been reassigned to a different supporter.

A thank-you on the first donation, congratulations when a goal is reached, a nudge when a crowdfunder goes quiet: well-timed messages like these are among the strongest levers on how much a crowdfunder raises. Passing the goal raises Goal reached — there is no separate "goal exceeded" signal, and a supporter can simply raise the target to set a new milestone.

Building lists of crowdfunders​

You can group and filter crowdfunders as you would any records — to send a mailing, or to watch how a campaign's supporters are doing. Filters include the campaign, the status (invited, live or closed), how much has been raised and how much is left, the number of donations, when the last one arrived, and any tags. Reporting and statistics sit alongside your other figures.

Building and using lists is covered in the Engage documentation. The point here is simply that crowdfunders are ordinary records you can act on, not data locked inside a separate platform.

Editing a supporter's crowdfunder for them​

Who can use this feature?

Someone on your team who signs in to N3O Cloud and has the Act In Accounts permission.

Sometimes a supporter needs help with their page, such as a mistake they cannot find or a goal they want changed. Your team can open the crowdfunder signed in as its owner and make the change for them, with the same Content and Goals tabs the supporter uses.

  1. Open the crowdfunder's page and start editing it, as the supporter would. When it asks you to sign in, select Charity staff? Log in here.
  2. N3O Cloud opens and, if you are not already signed in, asks you to sign in as you normally do. It then shows the crowdfunder's name and who owns it.
  3. Select Open the page as its owner. The crowdfunder's page opens signed in as the owner, and you can edit it.
N3O CloudThe crowdfunder and its owner in N3O Cloud, with one button to open the page as its owner.

The page stays signed in as the owner for up to an hour. To carry on after that, start again from step 1.

N3O Cloud says "This page can't be opened as its owner" when there is no owner to sign in as: the supporter has not yet accepted their invitation, or the crowdfunder has no account.