Project defaults and reference codes for fundraisers

Project defaults are the pre-set suggestions that the fundraiser will see when they create their fundraiser. The pre-set suggestions help guiding the fundraisers when creating their fundraiser.

You can change the defaults settings and standards to fit each separate project. This can be useful since the nature of projects differ.

There are 4 fields that you, as a charity, can set defaults for. These are:

1. Default Fundraiser Type

2. Default Goal

3. Default End Date

4. Default Fundraiser Description

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

Default Fundraiser Type

If you for example create a project for birthday fundraisers, you can pre-set the Fundraiser type to be "birthday". Just as you can pre-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 to be skipped, and the fundraiser won't be asked about what type of fundraiser they are creating.

Default 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 lower the default goal a little. A suggested goal can be so high that is unrealistic and de-motivating.

It can also be the opposite; that 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. Then you can increase the default goal for that specific project.

Default End Date

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

NB. Remember that many continue fundraising a couple of weeks after an event is finished, so don't set an end-date of fundraisers to close to the real end date of the event. Many fundraisers get stressed by seeing that there end date is coming up,when they are still fundraising.

Default Fundraiser Description

Not everyone is good at writing 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 personal description.

Remember to make it general to fit everybody. This is also a good opportunity to describing 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.

Reference Code

You have the choice of adding a reference code for your project. Any reference number/code listed here will be reported with every donation in all of the donations reports.

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



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