Here, we will explain how you can configure the flow a user goes through from a site's landing page when creating a fundraising page.
This way, you can configure the flow so it fits your use cases and what you want to achieve
All steps of the fundraiser creation flow
- Step 1: After the user enters the flow, the first step is to select which project/event the supporter wants to fundraise for. They can read the project description before selecting.
- Step 1a: If an event that has multiple projects beneath it is selected, the user will be asked to choose one of these projects.
- Step 2: The second step is to select a fundraiser type. Fundraiser types are mainly, a method for the user to conceptualise what they are doing, but each type will also influence their continued journey. It might be with additional fields or with changes to the email journey.
- Step 3: Next the user will add a headline and description to their fundraiser. Most will also set a goal and an end date, and depending on the fundraiser type selected, other fields might appear.
- Step 4: The final step is to publish the fundraiser by creating a user. We have added this as the final step, as it has shown to increase conversion and completion of the flow. The user can either create a user with their email or sign up/log in with Facebook or Google.
Changing the fundraiser creation flow
By changing configurations on projects, you can change and/or remove steps 1 and 2 of the entire flow. In some cases, this will be a better setup.
Step 1
Here, all projects and events available for fundraiser creation are shown. It shows all projects published to the site unless they have been associated with an event. Finished, Trashed, and Hidden projects are not displayed. Published Event are also shown.
If there is only one project to choose from, this step is unnecessary and will automatically be skipped. If you have several steps, but for various reasons, want to limit the available projects to one, you can either:
- Finish existing projects. This will disable fundraiser creation (and optionally also donations) for the projects and remove them from all index pages.
- Hide projects. This will not disable fundraiser creation, but will hide it from all index pages. The project is thus only discoverable by direct linking.
Read more on changing the state of a project here.
To finish event pages please contact support.
Step 2
You can edit the selection of fundraiser types, by setting a default fundraiser type for the project(s) in step 1. If you have several projects, you must place a default type for all of the projects to remove step 2 for all users. Be aware that this is a global setting, and will also impact the user flow initiated from a different starting point than the main landing page.
You can read how to set this in this article.
You can either remove this by setting a default fundraiser type, or you can limit only to be a selection between corporate and individual fundraisers.
Examples of user cases for editing the creation flow
Campaigns: You have a campaign site for a particular campaign, where you don’t need several projects, and you know that by definition, all fundraisers will be ’the same, like a 'sports fundraiser’. This is also true when you have a project for a campaign/event without a separate site.
Campaigns/Projects that only require a choice between corporate and individual types: You have a campaign where you nat to differ communication and sign up based on if they re a company and or private, but as the campaign have an activity associated with it you don't want the fundraiser type that defines an activity (e.g. sports/birthdays etc.)
Simplicity: Why give users more choices than necessary? Many BetterNow customers only have one project to choose from, for the simple reason that it gives them little or no value to add more projects.