This article is part of our Guide to Fundraising on Mobilize with EveryAction
After you (or an Admin in your organization) create an Online Contribution form in EveryAction and link your EveryAction Contribution forms to Mobilize, you're ready to start creating fundraising events and actions!
1. Create a new event
From your dashboard, the events list, click the "New event" button to get started, then choose "fundraising campaign" from the options presented.
2. Provide the basic information for your fundraising campaign
Add a title and optional tags for your fundraising campaign to help supporters know what your campaign is about, and why they should contribute.
If you don't want the campaign to appear on your organization's feed or in event suggestions, you can set the campaign's visibility to 'private'. Supporters you send the link to will still be able to view the campaign page and contribute.
3. Add a description and a personal message
Add a description to your campaign that will be shown to supporters on the contribution page. Use language that will motivate them to donate: What is the importance of their contribution? What will the funds be used for?
We recommend also providing a personal message. This will be included in the confirmation email that supporters will receive after their contribution is complete, and is a great place to thank supporters personally for their contribution, or make a follow-up ask.
Upload a compelling photo (1200x630px) to help the campaign stand out in your feed and partner feeds.
4. Add a location (optional)
Add a location to your fundraising campaign to indicate that the campaign is targeted to supporters in a particular location, so that it appears more prominently to supporters near that location. For example, if you were raising funds for a community park in Spokane, you could set the location to a Spokane, WA.
5. Provide contact information and add any co-hosts
Optionally set contact information if you are not the person who should receive notifications related to this event, or be included on replies to supporters' confirmation emails.
Add any co-hosts who should be able to access the campaign, edit it, and view and download signups. Learn more about co-hosting
6. Select an EveryAction contribution form
Choose the EveryAction contribution form that should be used to collect contributions for this fundraising campaign. Learn more about configuring EveryAction contribution forms and linking them to your Mobilize account.
7. Configure Supporter Count & Goal settings
By default, Mobilize shows the total amount raised and a progress bar that automatically increases as more supporters donate to your campaign.
If you'd prefer that Mobilize doesn't display an auto-incrementing fundraising goal, you can choose to hide the contribution goal or set your own custom goal. You can also toggle off "show current donation total" to hide the progress bar entirely.
8. Configure nudges and communications
By default, Mobilize will prompt supporters who make a contribution to share the campaign with a friend, or ask them to sign up for further events and actions.
These prompts may appear on the page immediately after a contribution is made, in the confirmation Mobilize automatically sends via email and SMS to supporters who make a contribution, or in the five-days-later follow-up email.
You can turn either or both of these nudges off if you don't want Mobilize to encourage people to connect with their networks or sign up for more actions. Learn more about automated communications.
9. Set an end date (schedule)
Set the end date for your campaign to the date the campaign will end, or when it should no longer appear on your feed and to your supporters. This can be far in the future, if there is no explicit end date!
10. Publish your fundraising campaign!
Hit 'Submit' to publish your fundraising campaign! If you marked your campaign as public, the campaign will appear on your feed, on Mobilize.Us, and on any of your promoting partners' feeds in a few moments.
You'll also receive notifications when supporters donate to the campaign, and a summary when the campaign ends!
💬 This is a new Mobilize feature, and as always we're looking for your ideas and feedback. Let us know what you think