1. Jumpstart your Fundly Campaign!
Hana Yang
Customer Success
@hanayang
Webinar / Wednesday, June 5th

2. freemium

3. Subscription

4. Agenda
• Fundly Overview
• Approach & Milestones
• Structure & Terminology
• Flows
• Hands-on Demo
• Best Practices
• Resources
• Next Steps
• Q&A
LearningObjectives
1. How Fundly is structured
2. How to speak Fundly and set up your account
3. How to create and launch your Fundly campaign
4. How to maximize your Fundly platform

5. Fundly overview
• Simplest Personal & Team peer-to-peer Fundraising tool
• Built from the “ground up” on Social Integration
• Tiered hierarchy Parent/Child – Team/Individual Fundraisers
• Scalable solution for large & small non profits
• “We help & guide you” be successful in your personal campaigns through
system smarts and tools, “Fundly Guide”
Fundlyisafundraisingplatformthathelpsturnpersonalnetworksintonew-donornetworks

6. $ $
Leverage your Supporter Network
84%NewDonors
56%FBConnected
Non-profit
Organization
Event
(e.g. 5K Walk)
campaign
(e.g. crowdfund
a school library)
Teams
Fundraisers
Supporters /
Donors

7. $ $
Leverage your Supporter Network
Non-profit
Organization
Event
(e.g. 5K Walk)
campaign
(e.g. crowdfund
a school library)
84%NewDonors
56%FBConnected
Teams
Fundraisers
Supporters /
Donors

8. STRUCTURE&TERMINOLOGY

9. Structure
Cause Page
• Main Landing Page (e.g.
arnoldpalmermedicalcenter.fundly.co
m)
Campaign Page
• Child of Cause Page (e.g.
arnoldpalmermedicalcenter.fundly.co
m/arniesmarch)
Team Page
• Child of Campaign Page (e.g.
arnoldpalmermedicalcenter.fundly.com
/karli-s-angels)
Personal Fundraiser Page
• Child of Campaign Page OR Team
Page (e.g.
arnoldpalmermedicalcenter.fundly.co
m/karen-leonard-karli-s-angels)
Cause
Campaign
1 Page
Team 1
Page
Personal
Fundraiser
1 Page
Personal
Fundraiser
2 Page
Team 2
Page
Personal
Fundraiser
3 Page
Campaign
2 Page
Personal
Fundraiser
4 Page
Personal
Fundraiser
5 Page
Personal
Fundraiser
6 Page
Campaignadmin

10. Terminology
USERS
Admin
You! Someone who can create and manage Campaign Pages
Captain
Someone who can edit Team Pages
Personal Fundraiser
Someone who owns a Personal Fundraising Page
Donors
Anyone who has made a donation
Supporter
Anyone who has clicked on the Support button, made a donation OR owns
a Personal Fundraiser Page
Giving Levels
Drives understanding of what a certain donation amount accomplishes (e.g.
$10 buys a Case of Water, $100 gives a Family a Roof Over Their Head for a
Night, etc.)
Dashboard
An User’s view into a Campaign, Team or Personal Fundraiser Page’s success,
campaign performance
Widget
A thermometer, button or form that can be placed on any web page outside of
the fundly.com environment
Features

11. FLOWS

12. Campaign Administrator Flow
Signup
Campaign
Creation
Fundly Guide FB Share Notifications
FB Post
Signup
FB OG
Create
Email
OAUTH
Email Sent
FB Post
3 Day
Reminder
% Complete
Campaign
Finish
Updates
FB Post
Email
Update
Supporter
Finish

13. Fundraiser Flow
Signup
Campaign
Personalization
Fundly Guide FB Share Notifications
FB Post
Signup
FB OG
Create
Email
OAUTH
Email Sent
FB Post
3 Day
Reminder
% Complete
Campaign
Finish
Updates
FB Post
Email
Update
Supporter
Finish

14. Donor Flow
Donation Donation Made Donor Card FB Comment
FB Post
Signup
FB OG
Donate
FB OAUTH
Email Sent
FB Post
Updates
FB Post
Email Update
FB Post
Signup
Friend
Supported
Friend
Donated
Fundraiser FB
Post

15. Supporter Flow
Support Share Support FB Comment
FB Post
Support
FB Send FB Post
Updates
FB Post
Email Update
Friend
Supported
Friend
Donated
FB OG
Support
Email
Send
Fundraiser
FB Post

16. HANDS-ONDEMO

17. BESTPRACTICES

18. Best Practices
2 PersonalRelationshipsareKey
1 CompellingStory,Images,Videos
3 IdentifyyourChampions
4 SetrealisticFundraisingGoals
Developacommunicationplantoengagewithfundraisers6
LeveragethePowerofSocial7
5 Incentives/rewardsfortopFundraisersorTeams

19. Core Principles
1 Peoplegivetopeople
2 PeopleGivetoastory
3 PeopleGiveWhenThey’reAsked

20. Resources
Customer Success Training Webinars – Every 1st and 3rd Wednesday of the month at 10am PST
Office Hours – Every 2nd and 4th Wednesday of the month from 10am – 12pm PST
• Subscription customers may schedule 30-minute Office Hours sessions with their Customer Success Manager
Knowledgebase – http://support.fundly.com/
• Use the search function to find answers to questions
• Access the Knowledgebase through the Fundly Support & Feedback button (left side of your Fundly page)
Support – support@fundly.com | Direct: (650) 468-0026
New Product Updates – http://fundly.com/blog
Fundly Blog – http://fundly.com/blog
• Check out our Blog to stay up to date on and learn new things everyday

21. Next Steps
Subscriptioncustomers
1. Reach out to your Customer Success Manager and obtain log-in credentials
2. Log-in to Fundly and WePay accounts and complete account setup process
3. Connect your Fundly account with social media networks (FB and Twitter!)
4. Recruit your Champion fundraisers
5. Create a communication plan for your Campaign
6. Reach out to your Customer Success Manager to set-up office hours
Freemiumcustomers
• Follow steps 2-5 above
• Interested in a Customer Success Manager, Branding, Office Hours, and more? Reach
out to Sales at sales@fundly.com to upgrade

22. Q&A

23. thank you.Thank you.