Make Progress Public, Part 1 of 3
Configuring a time-based, goal-based, participatory fundraiser in Kimbia is a snap.
What you'll learn about in Part 1 of this guide:- Define a specific, public financial goal and goal date for your campaign
- Enable your donors to also advocate and raise money for your campaign
- Publicly display campaign progress and the progress of individual advocate
- Track the performance of advocate supporters
- Link a registration form to a donation form so that a new registrant is automatically signed up to raise money
- Review a demonstration site that can be used as a model for your campaign
Step 1 - Create a new campaign
Create your campaign and enter a Goal Date and Goal Amount.
The Goal Amount and Goal Date display as countdowns in the progress widget.
Step 2 - Create new donation forms
When you are creating each of your donation forms within the campaign, turn on Make Progress Public.
Every donation form within the campaign that has Make Progress Public turned 'On' will contribute to the total reported by the progress widget.
Note: It is possible to exclude some forms from the campaign total by leaving Make Progress Public set to Off. It is also possible to configure a progress widget to point to a specific form. That's why forms also have a Goal setting.
Two things occur when public progress is turned on.
First, progress to goal will be displayed in any progress widgets attached to this campaign ... (more on this below »)
Second, when your donors become advocates and convince their friends to donate, they’ll get an email updating them on their personal fundraising progress and the progress of the overall campaign ... (more on this below »)
Step 3 - Form Settings edit Everybody Setting
When creating each donation form, go to Form Settings and edit your Everybody Settings by turning Everybody On. Enter the URL where your donation form is hosted.
Step 4 - Form Settings edit Advocacy Settings
Another step...In Form Settings ... edit Advocacy Settings.
First, edit the Personalized Message. This message displays when an advocate donor sends a friend back to the donation page.
Second, edit the Advocacy email header and footer. Whenever a donor gives to this form, he or she will automatically receive instructions about how to help promote the campaign. The instructions will arrive in an email sent as the same time as their receipt.
If If the advocate clicks the email button, the advocacy email will be queued up so they can easily send it to friends.
Step 5 - Install a progress tracker widget next to your donation form
Installing the progress tracker is as simple as installing a Kimbia donation widget.The code for the widget is always:
<script src="https://widgets.kimbia.com/widgets/executor/statusBar?campaign=[campaign_prefix].kimbia.com"></script>
Copy and paste the progress widget on your organization's home page or the front page of the campaign web site.
The progress tracker should also be placed on the donation page. Placing the tracker on the donation pages display the progress of the campaign to anyone considering a gift. More importantly, when an advocate sends a friend to the donation page, the tracker will display the advocate’s progress.
The tracker can be placed above the donation form, but it can also be pasted into a nearby column.
If a donor is sent to the page by an advocate, they will see the advocate’s individual progress instead the campaign’s progress.
For more information on installing and styling your progress widget, see our blog post: Installing & Customizing your Status widget
In Part 2, you will learn about the donor experience and about the advocate experience. You'll also learn how to use reporting to track advocates.
