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Fundraiser defaults and reference codes for fundraisers

Fundraiser defaults are the pre-set settings and suggestions that the fundraiser will see when they create their fundraiser. These pre-set suggestions help guide the fundraisers as they customise their page.

These fundraiser defaults are set by each project, so they can be customised to the specific project, campaign or event.

There are five fields that you, as a charity, can set defaults for. These are:

1. Default fundraiser type

2. Default fundraiser goal

3. Default fundraiser end date

4. Default fundraiser description

5. Default video (URL)

In addition to this, you can also set a hidden reference code for all fundraisers within a certain project.

You change the project defaults by logging in with your administrator login, going to the specific project, and clicking "edit".

Default Fundraiser Type

If you, for example, create a project for birthday fundraisers, you can pre-set the Fundraiser type to "birthday", or likewise set it to "Sports event", if you create a project that will be linked to a sports event. There is a whole list of various fundraiser types to choose between.

This will result in step two of the fundraiser creation flow being skipped, and the fundraiser won't be asked what type of fundraiser they are creating. Read more about how you can use this for configuring the fundraiser creation flow.

Default Fundraiser Goal

The default goal for all fundraisers is €400/5000kr. However, if you start a project or event where you expect the fundraisers to be less engaged, it may be a good idea to set a lower default goal. A suggested goal can be so high that is unrealistic and de-motivating.

It can also be the opposite; if you create a project where you expect that there will be high engagement among the fundraisers, and that they have capacity to fundraise much more than the default goal of €400/5000kr, you can adjust accordingly.

Default Fundraiser End Date

The end date is set to 3 months after the creation of the fundraiser, if this is not changed when creating the fundraiser. If the project is created for an event or campaign with a specific end date, you can pre-set the end date to fit this specific event.

Default Fundraiser Description

Not everyone wants to write their own fundraiser description, and therefore it is a great idea to write a default description that fits the project, as well as your organisation. The fundraisers can of course overrule this description, and write their own.

Remember to make it fairly generic and inclusive. This is also a good opportunity to describe what your organisation does, why the cause is important, and what the donations will be spent on. This will make both the fundraiser and the donor feel closer to your cause, and thus more engaged.

Default Video on Fundraisers

 Here you can add a URL for a Youtube, Vimeo, Twitch.TV or Facebook Live video that will then be embedded on all new fundraisers created for the project. The fundraiser can remove or replace the video after creation.

Use this to have all fundraisers include your campaign video, or even an introductory video about the organisation or specific project.

Reference Code

You can add a reference code for your project. Any reference number/code listed here will be reported with every donation made to this project, or to fundraisers created for the project. 

You can use this to making the import of donations to your CRM/ERP systems easier, as you can match the project with a specific campaign based on this reference code.

This will also be reported as the "Meddelande" in Swish reports if added. NOTE: This code will be visible to Swish donors when completing the payment in the Swish app.