CAMPAIGN
ROADMAP
Everything you need to execute a successful fundraising campaign with CauseMatch.
How to use your
CauseMatch RoadMap
- This roadmap includes the tasks that make up an online fundraising campaign with CauseMatch. Check it every day to help you keep track of all the moving pieces!
- Different, unrelated aspects of your campaign, setting up the financials and approving your creative package, for example, may happen at the same time. As a result, we’ve organized the task both by category and by sequence.
- You might not use all of our services so feel free to skip the irrelevant tasks/categories as you see fit. e.g: Skip peer-to-peer if you are not utilizing our ambassador features.
You are off on an exciting journey. Don’t forget to enjoy the ride!
Your Fundraising page breaks down to:
4 elements...
Messaging
Finance
Graphics
Peer-to-Peer
... and 10 steps
- Onboarding
2. Financial Setup
3. Creative Process
4. Campaign Page Setup
5. Ambassadors
6. Your CauseMatch Dashboard
7. Soft Launch
8. Campaign Launch!
9. Managing your LIVE Campaign
10. Post-Campaign Analysis
ROADMAP CHECKLIST
An interactive deep-dive into each task for the campaign, following the 10-step model
MESSAGING
On the face of it, writing a campaign copy is an easy task. You have an "About Section" on your website-- what more could you need? Well, as it turns out, writing for a campaign is an extremely different endeavor than just any writing assignment!
Instead of talking about you, the wonderful organization that helps hundreds if not thousands of people, the copy is about your donor! It is about keeping their interest, calling them to act, and making sure they FEEL like their donation will make an impact.
If your are using CauseMatch's Copy services please:
- Fill out the LGS Form
- Book a meeting with our Creative Director- Book here!
Knowledge Base Articles for crafting your own copy:
FINANCE
- Read: Introduction to Financial Setup
- Select currencies
- Determine tax-deductible status for each currency and country
- Choose a financial processor
- Complete financial setup:
- Send us your Account ID and Tax ID
- Approve Receipts
- Learn about Offline Donations
- Learn about Collecting Donor Data at Checkout
- Learn about Checkout Tipping
GRAPHICS
In addition to your story, matching graphics will propel your donors to give. The goal is to evoke the emotion of your campaign's story and compliment your organization's branding.
To start creating your campaign graphics, please take a look at our template and tools below.
Knowledge Base Articles:
- Our templates
- How to use the templates
- Banners Dimensions
- Graphic Guidelines and Best Practices
PEER-TO-PEER
Team Fundraising with Ambassadors allows individuals to champion your cause. Your most loyal supporters can raise money from their friends and family for your organization by sharing their own personal fundraising pages that track how much they've raised, the name of those who have donated, and personal messages of support and encouragement.
Consider:
- Who and how will you be collecting sign-ups name and goal?
- Will you be doing a Rally Event?
- Learn how to use our Rally Event Tool
Knowledge Base Articles:
Knowledge Base Quick-Links