Is this article for you? It covers services only available to Give Lively member nonprofits.
Is this article for you? It covers Salesforce integration services only available to Give Lively member nonprofits.

Build a Campaign Page

You create a specific Campaign Page when you want to fundraise around a specific occasion or appeal, such as Giving Tuesday, a walk-a-thon, or an annual fundraiser. A Campaign Page is not the same thing as your Core Profile.

Before you get started

Video Overview

Walkthrough

Before you get started

Video Overview

Walkthrough

Before you get started

Video Overview

Walkthrough

Before You Get Started

Video Overview

Video Transcript

Walkthrough

Getting started: Select a template

  1. Log in to the Nonprofit Admin Portal.
  2. Click the “Campaign Pages” link in the left-hand navigation bar.
  3. Click “+ Create Campaign Page” to create your new page.
  4. Fill in the "Campaign name" field, keeping in mind that this is what will be displayed publicly. Then click the “Next” button.
  5. Choose a template for your fundraising page. You can always change this at a later date in the "Basic Information" section.
  • The Default Template is a minimalist, one-page, easy-to-use design showcasing your logo and mission statement. It’s a great solution for organizations that want to keep it simple or haven't yet developed much content.
  • The Story Template includes everything the Default Template does, but also allows for video, images, and other media alongside your fundraising appeal.

Fill in campaign basic information

  1. Click the “Campaign Name, Description & Goal” tab in the menu.
  2. Give your campaign a name for internal purposes. It will not be made public, but it is the campaign name that will appear in Stripe alongside any donation made to this campaign. This name can be edited until you receive your first donation, after which time this field will be locked.
  3. The "Display campaign page title as" field shows the name you chose on the previous page. This is the campaign name that will appear in public. The campaign name will automatically turn into a link to the web page where your campaign page lives. Once you receive your first donation, the campaign link can't be changed, but you can still change this title.
  4. In the "Page description" field, describe the campaign and its goals (to a maximum of 300 characters). It is often helpful to reiterate your nonprofit’s mission. For example:

    Girls Org is a nonprofit dedicated to improving girls' access to quality education around the world. We believe every girl deserves an education. With your help, we can provide supplies, books, mentorships, and schools to girls in need. Please help us reach our #GivingTuesday fundraising goal by contributing to our campaign. Any amount helps. Thanks!


    You can also add web links and format the text, adding bullets, italics, bolding and more. For best results, we recommend typing and formatting the description directly in the text-editing window, not copy-pasting it from another document. Text copied from other word processing software sometimes includes unseen code that interferes with our text-editing tool.
  5. The "Set your fundraising page template" field is where you can change the template between the Default Template and the Story Template. See the "Select a template" section above.
  6. Several fields and check boxes on this page are identical to those you saw when you set up your Core Profile, and the settings on this page are the same as those you chose on your Core Profile. You should nevertheless review them all to make sure they are as you would like them to be for this campaign. These fields include:
    + Set the Default Frequency ("Monthly" or "One-Time) -- This is what donors will see highlighted when they visit your campaign page.
    + Allow donors to make donation private
    + Enable Peer-to-Peer Fundraising (Peer-to-Peer Fundraising pages associated with your Campaign Page inherit the chosen settings regarding private/anonymous donations and dedicated donations)
    + Add a "Dedicate This Gift" link (for giving in honor or in memory of someone)
  7. In the "Campaign goal amount" field, set your campaign's fundraising goal. Note that this automatically enables the Campaign Page's progress meter. If this field is left blank or with a zero in it, the progress meter will not appear.
  8. If you've raised money from other sources (like checks or cash), the "Amount raised from other sources" and "Number of offline donors" fields are where you can add offline donations and donors (no commas or decimals necessary). These totals will be counted toward your campaign goal and show on your progress meter. This can be updated at any time. If you also wish to count offline donations and donors from peer-to-peer fundraisers toward your overall campaign goal and donor count, select the "Include offline p2p fundraiser donations and donors towards this campaign's goal and donor count" box.
  9. The “Fundraiser goal suggestion” field is Peer-to-Peer Fundraising functionality. You can suggest a target fundraising goal for people who fundraise for your campaign. Individuals can create their on personal fundraising pages tied in to your campaign page, and the money they raise will contribute to your overall goal.
  10. Enable or disable whether you would like the following options, according to nature of your campaign and what you would like to see displayed on your Campaign Page:
    + Show recent donors on your campaign page and/or via Live Display.
    + The Peer-to-Peer Leaderboard is more Peer-to-Peer Fundraising functionality.
  11. Hit "Save" at the bottom of the page.

Brand your campaign

  1. Click on the “Logo and Images” tab. If you have completed a Core Profile, you will see items already in place: your logo, background image, background color and image for social media sharing. However, if you would like to change any of these default qualities to suit the specifics of your campaign, this is the place to do so. Any changes you make here will only impact your campaign; they will not affect your Core Profile.
  2. To upload a new logo specific to your campaign, follow these instructions.
  3. To select a primary image (Default and Story Templates) or video (Story Template only) to use with your campaign, use the “Primary Media” selector. When using a Story Template, this is where to showcase a video in the prominent position at the top of the page. For example, you can use this section to feature a livestream if you are planning a virtual event. The background image or video does not appear on mobile screens. Choose any of the following and then select “Save” to complete the step:
    (a) Default Image - The default image is inherited from the Core Profile.
    (b) Image - Select “Upload new image” and then navigate to the image you want from files on your computer. A large, high-quality image is best: recommended size is 2000x1200 pixels and in JPG or PNG format. Use the image cropper to frame your image: slide the gray ball along the scale to zoom in or out; click and drag on the image to center it as desired in the fixed 5:3 aspect ratio. Then click the “Save” button.
    (c) Video (Story Template only) - Select “Edit” and then paste in the direct link to a public video (only Vimeo and YouTube [but not YouTube Shorts]) that you wish to embed on your page. Paste the full URL (with “http://" or “https://“), not an “embed code.” Then click the “OK” button.
    (d) No Media - No further action is required.
  4. To change the background color to something in line with your campaign, this is what to do.
  5. To upload a new image for social media sharing, do as described here.
  6. Finally, only if you are using the Story Template, the "Secondary Video Section" is where a second video can optionally be added into the body of the page. You can choose either of the following and then select “Save” to complete the step:
    (a) Video - Select “Edit” and then paste in the direct link to a public video (only Vimeo and YouTube [but not YouTube Shorts]) that you wish to embed on your page. Paste the full URL (with “http://" or “https://“), not an “embed code.” Then click the “OK” button. Remember that this is not the same as inserting a video prominently at the top of the page, which is described in step 3(c) above.
    (b) No Media - No further action is required.

Embed a video

You are able to embed video in your Campaign Page, but only if you select the Story Template. You can embed video in two places: (1) in the prominent position at the top of the page and (2) within the body of the page.

An animated image showing a Campaign Page with an embedded video.

In both cases, you first need to click on the “Logo and Images” tab. If you have completed a Core Profile, you will see items already in place: your logo, background image, background color and image for social media sharing. However, if you would like to change any of these default qualities to suit the specifics of your campaign, this is the place to do so. Any changes you make here will only impact your campaign; they will not affect your Core Profile.

To place video in a prominent position at the top of the page

  1. Scroll down to the ”Primary Media” selector. This is where to feature a livestream if you are planning a virtual event.
  2. Select the "Video” tab.
  3. Choose “Edit” and then paste in the direct link to a public video (only Vimeo and YouTube [but not YouTube Shorts]) that you wish to embed on your page. Paste the full URL (with “http://" or “https://“), not an “embed code.”
  4. Click the “OK” button.
  5. Click the “Save” button to confirm you have selected the desired video.

To embed a video within the body of the page

  1. Scroll down to "Secondary Video Section" where you have the option to add a second video.
  2. Select the "Video” tab.
  3. Choose “Edit” and then paste in the direct link to a public video (only on Vimeo and YouTube [but not YouTube Shorts]) that you wish to embed on your page. Paste the full URL (with “http://" or “https://“), not an “embed code.”
  4. Click the “OK” button.
  5. Click the “Save” button to confirm you have selected the desired video.

Add donation amounts and impact stories

When supporters are passionate about a cause and are clear about the impact of each donated dollar, they feel more compelled to give. The "Impact Stories" section of your Campaign Page is a great way to creatively showcase the strength of your work. Select donation amounts closely associated with your nonprofit stories or that otherwise make sense for your organization. Then inspire donors with compelling impact stories.

  1. Click on the “Donation Amounts and Impact Stories” tab.
  2. Select donation amounts closely associated with your nonprofit stories or that otherwise make sense for your organization. The default donation amounts are $25, $50, $100, and $250, but you may customize them if you wish. There are several ways to do this, depending on the mode you choose. See below.
  3. If you want your page to feature only donation amounts (without impact stories), you must be in the Default Template's "amounts only mode." To switch between the Default Template's two modes, look for the "Switch to Amounts Only Mode"/"Switch to Amounts and Stories Mode" button at the bottom of the introductory paragraphs. (This button is only visible in the Default Template.) In this mode, you must have a minimum of four donation amounts. The default amounts are automatically provided but can be customized.
  4. Alternatively, if you wish to include impact stories for each donation amount (highly recommended!), you must be in either the Default Template's "amounts and stories mode" or the Story Template. (To switch between Default Template and Story Template, go to the "Basic Information & Goals" tab and choose the appropriate format in the dropdown of the "Set your fundraising page template" section.) In these modes, you must have at least one donation amount and can select up to seven of them, not including the donor’s choice. You must also fill in an impact story for each amount for any custom amounts to appear (see below). In "amounts and stories mode," if you do not provide at least one custom donation amount and impact story, the live page will automatically revert to “amounts only mode” with the four default donation amounts.
  5. Write one impact story for each amount. Describe the impact a donation of that size would make on your organization. In order for your customized donation amounts to appear, you must fill in an impact story for each amount. The recommended length is a concise 75 characters for each impact story, and you should use active, powerful verbs and practical and verifiable examples of where the donated money goes. For example, if your organization works to serve the hungry, a $25 donation to your organization "Feeds four children for a week." For an organization that protects wildlife, the story might be that a $75 donation "Preserves 15 acres of forest land." Click the helpful "See Examples" and "Tips" buttons at the bottom of the introductory paragraphs.
  6. Only if you are using the Story Template, select images for your impact stories that illustrate your mission and add personality to your page. Make sure your images are relevant visual supports for the impact stories. Click on "Upload an image" and select a photo. Double-click on the desired image and hit the "Open" button. The ideal image size is 1200x780 pixels, but should be no smaller than 600x390 pixels. It should also be no larger than 1MB and in JPG format.
  7. In the "Display Amounts By" section, select whether you'd like your donation amounts and impact stories to be arranged on your page from "highest to lowest" or "lowest to highest."
  8. Hit "Save" when you're done.

Add additional questions (in beta)

At the moment, only three additional questions can be added to Give Lively donation forms: a request for a donor's phone number, a request for a donor's mailing address and one custom question. Before turning this feature on, we ask that you keep donor conversion rates in mind. Custom questions have a limit of 100 characters.

To collect additional information from donors:

  1. Click on the “Additional Questions” tab.
  2. Toggle the "Hide/Show" switch next to the question to request that information after payment is made.
  3. Check the "Required Before Payment" box to make it obligatory before payment. To reduce friction during the donation process, we recommend only requiring questions essential to your campaign.
  4. Click the "Save" button.

A note about payment forms

Give Lively has two generations of payment forms in use. Your choice of features will dictate which form appears. At present, adding Additional Questions is supported only by our first-generation payment form. Activation of this feature will therefore necessarily require use of our first-generation payment form. Any combination of features that includes those detailed on this list will continue to see use of the first-generation form.

IMPORTANT: Both generations of payment forms guide donors through very similar giving experiences and there is no reason a nonprofit should favor one payment form over the other. Over the next few months, the new payment form will become the standard for all Give Lively donation pages. Learn more here.

Write a thank you message

When a donor gives to your organization, a receipt is immediately sent that:

  • summarizes the donation for tax purposes
  • provides a link to a User Portal through which donors can directly and securely view their donation history and receipts, and manage recurring donations and
  • allows for a customized thank-you message that shows gratitude, reinforces your mission or touches on the impact the donation will make.

Note that thank-you messages/receipts are automatically sent to every donor. Nonprofits cannot opt out of this feature. At present, thank-you messages/receipts can only be reissued by Give Lively’s customer support team.

Learn how to create a custom thank-you message for your Campaign Page.

Example of a thank-you message:

A screenshot of an example thank-you message.

Review your Campaign Page

Take a look at your work and make any desired modifications.

  1. From any of the campaign setup pages in the Nonprofit Admin Portal, click the "Visit Page" button to the right of the campaign name at the top of the page. This opens the Campaign Page in a new browser window. Return to the appropriate tab in the campaign setup pages in the Nonprofit Admin Portal to make any edits. Always remember to click "Save" at the bottom of the page.
  2. Once your work is complete, share the Campaign Page on social media using the social sharing buttons -- Facebook and Twitter -- to the right of the campaign name at the top of the page.
  3. You may also use the "Copy Link" button to the right of the campaign name at the top of the page to copy the web link of the Campaign Page. Paste this into emails or other documents.
  4. if you would like a notification for every donation your nonprofit receives, you can set this up in Stripe in three easy steps.

A note about payment forms

Give Lively has two generations of payment forms in use. Your choice of features will dictate which form appears. At present, impact stories, default donation frequency, text codes, creating custom donation amounts, creating custom suggested donation amounts, suggesting donation amounts (from the default amounts of $25, $50, $100, $250) and sorting suggested donation amounts (high to low) are supported by both generations of payment forms. Activation of these features alongside the others on the second-generation list may trigger the second-generation payment form. Any combination of features beyond those detailed on the list will continue to see use of the first-generation form.

IMPORTANT: Both generations of payment forms guide donors through very similar giving experiences and there is no reason a nonprofit should favor one payment form over the other. Over the next few months, the new payment form will become the standard for all Give Lively donation pages. Learn more here.

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