This slide deck will walk through the use of the new CiviCore platform for nonprofits participating in this year's Do More 24 online giving day.

1. Do More 24
Site Use
HOW TO REGISTER, BUILD OUT AN ENGAGING ORGANIZATION
PROFILE, AND MANAGE PEER-TO-PEER CAMPAIGNS.
Powered by CiviCore
Joe O’Brien
Giving Project/Product Manager

2. Today’s Topics
• REGISTERING FOR THE DAY
• SETTING UP YOUR ORGANIZATION’S PROFILE
• MANAGING DONOR PEER-TO-PEER CAMPAIGNS
• FOR DONORS: CREATING A PEER-TO-PEER CAMPAIGN
Powered by CiviCore

3. setting up your profile
Powered by CiviCore

5. Registration Process
If you are new this year:
Head to domore24.civicore.com/inquiry
Fill out the registration form
You will hear back regarding your
approval/denial via email
Once approved, log in to start building your
organization’s profile!
If you are returning:
Your user and organization information have
been ported to the new platform!
Head to domore24.civicore.com
Hit “forgot password?”
Log in and start editing your organization’s
profile!
Powered by CiviCore

6. Registration Process
Some things to note:
If after entering your EIN you receive a
message indicating it is already taken, your
organization is already on file.
You must log in using the old email address, or
contact questions@domore24.org to regain
access.

7. Registration Process
Some things to note:
If you are uncertain whether or not you participated last year, try entering your
organization’s EIN in the registration form. If you receive the error, your organization is
already in the system.

8. Setting Up Your Profile
In order to fully set up your profile, you need to fill out a few areas.
1. Edit your profile – Add a logo, mission statement, testimonials, and set up a custom URL
2. Add users – Add any other users you would like to have access to your account
3. Add donation levels – Custom donation levels donors can choose quickly at checkout
4. Add multimedia – Add photos and Youtube videos that will scroll across your profile
5. Submit for approval!
Powered by CiviCore

9. setting up your profile
Powered by CiviCore

10. Setting Up Your Profile – Basic Information
1. Editing your organization's basic information:
• Fill out all required fields!
• The more detail the better
• Indicate if you have matching funds and specify an amount
• You can always come back later to make changes
• You must complete this step by filling in all required fields in order for your profile to be
published to the live site
Powered by CiviCore

11. setting up your profile
Powered by CiviCore

12. Setting Up Your Profile – Basic Information
Things to note:
• Once your profile has been approved and is live on the site, you can come back and make
edits in real time
• Most edits appear immediately on the main site
◦ Changes to logos and images or your custom URL can take up to an hour to process
Powered by CiviCore

13. Setting Up Your Profile – Adding Users
2. Adding users:
• Click “Add a new user”
• Fill out user details
• Set a temporary password for the user
• Direct the new user to the log in screen and to hit “Forgot Password?” in order to input
their own secure password
• They will then have the same access to make changes as you!
• Users can also indicate whether or not they would like to receive email notifications
Powered by CiviCore

14. Setting Up Your Profile – Adding Users
Powered by CiviCore

15. Setting Up Your Profile – Donation Levels
3. Custom donation levels:
• Donation levels appear as buttons on the checkout page which allow donors to choose
from pre-filled levels identified by you
• Enter the amount you would like the button to show
• Enter a label for the donation level to give context
• See your list of donation levels and choose which to show and which to hide
• By default, all organizations will have the following donation levels:
◦ $24, $48, $124, $240, and $480 with no description labels
Powered by CiviCore

16. Setting Up Your Profile – Donation Levels
Powered by CiviCore

17. Powered by CiviCore

18. Setting Up Your Profile – Donation Levels
Things to note:
• We recommend keeping the number of donation levels at five or less for maximum effect
and best user experience
• You will not be able to preview donation levels – that area of the public website is locked
until scheduled donations begin
• Donors can always opt to give a custom amount!
Powered by CiviCore

19. Setting Up Your Profile – Adding Multimedia
4. Adding multimedia:
• Add images and Youtube videos
• Images and videos will show up as a scroller on your organization’s profile page
• Please note: if you make changes to existing images (i.e. replace image A with image B) it
can take up to one hour for the system to process the request
◦ However, new images or videos should show up immediately
Powered by CiviCore

20. Powered by CiviCore

21. Powered by CiviCore

22. Setting Up Your Profile – Approval
5. Getting approved:
• Once you are ready to publish your site live, hit the “Submit for Approval” button
• Depending on the current status of your organization in the system, you will receive one of
two prompts:
• 1. Automatic approval – your organization is a member organization of the United Way and in good
standing, or you are a new participant this year. Your profile is now live on the site!
• 2. Manual approval – your organization participated last year but a staff member from Do More 24
needs to verify that your information is still current and your eligibility is in good standing. Your
profile will not be live until this verification is complete.
Powered by CiviCore

23. Campaigns – Managing P2P Campaigns
About campaigns:
• Donors can create peer-to-peer campaign pages on your behalf!
• Campaigns are listed on the right side of your public profile
• Like organizations, donors create a campaign page and request approval to participate
• Your organization must approve all campaigns before they are published live
◦ Campaigns that are not approved before the giving event will not appear and will not be eligible to
raise funds
Powered by CiviCore

24. Powered by CiviCore

26. Powered by CiviCore

27. Powered by CiviCore

28. For Donors: P2P Campaign Creation Process
Donors can create campaigns for any organization listed on the live site by following these steps:
1. Navigate to domore24.org
2. Search for their favorite participating organization
3. Click on “Help us fundraise”
4. Set up a donor account
5. Fill out campaign page details and submit for approval
6. Receive notification that the campaign has been approved
7. Get the word out!
Powered by CiviCore

29. Donor account features:
• Donor accounts allow a donor the ability to access additional functionality including:
◦ Create peer-to-peer campaign pages
◦ See and download their donation history
◦ See and modify their upcoming scheduled gifts
◦ Save and modify payment profiles
◦ Choose “favorite” organizations that they can revisit from year to year
• Note: Donors are not required to create an account – they can always donate as a guest
For Donors: P2P Campaign Creation Process
Powered by CiviCore

30. For Donors: Account Creation Process
4. Setting up an
account:
When a donor hits
the “Help us
fundraise” button, it
will prompt them to
log in or create an
account
Powered by CiviCore

31. Powered by CiviCore

34. Things to note:
• Organization users will receive an email notification with details of a newly submitted
campaign
• Campaign creators will receive an email once their campaign has been approved
• Once approved, the campaign will appear publicly alongside your organization
• Note: If your organization has more than two campaigns, the system will randomly select
two campaigns to highlight when a donor lands on your organization page
• Note: Once approved, campaign creators can share their unique URL and start generating
interest and support for your organization!
For Donors: P2P Campaign Creation Process
Powered by CiviCore

35. Q & A
Powered by CiviCore