Presentation of the BackOffice in the donation modality (crowdfunding)

In the BackOffice, once you enter the organization you have registered for the first time, you will see a start screen without built campaigns. You must select the “Create new campaign” button and choose the type of campaign you wish to configure. In this case, it should be the first option of the drop-down:

 

StockCrowd in donation mode

The title you choose here will be your "campaign" title. Remember that, it will be editable later in the General Data tab.

 

Navigating within the BackOffice in the donation mode you will find different sections that we will detail below:

 

 

Main menu of the BackOffice: Here you will find different options that will make it easier for you to navigate through the BackOffice.

 

Visualization: It allows you to visualize the result of your campaign as you create or edit it.

 

Help: This button will appear every time you access a section of the BackOffice where there is a related article within our Academy.

 

Academy: Enter our Academy so you can consult any questions that may arise in the process of creating / editing your campaign.

 

My campaigns: Access any of your campaigns at any time.

 

Language: Choose the language in which you feel most comfortable to view your BackOffice.

 

Access your Stockcrowd user settings.

 

Dashboard:

 

ICON Home: This button will take you to the Home from where you can create new campaigns, as well as access the ones already created.

 

ICON Clock: is the icon that shows the options of the BackOffice home tab. This icon with its tabs are the ones you will always see from any side of the BackOffice, included from the Home of the same without being within any campaign. This icon includes general information about the campaigns you develop and the information will begin to be completed once the first campaign sees the light. Until then the tabs will be enabled but without associated information.

 

The rest of the icons will only be displayed when you are configuring a campaign.

 

To enter a campaign you must select the left button "select" that you will see in the image once it is finished filling in the general data of the new campaign created.

 

 

 

Campaign menu: In this section we will find the different options we have to design and manage our campaign.

 

ICON screen Screen: this icon will display the “content” tabs of your campaign:

 

General data: It is the first tab that you must complete and that opens by default when creating a new campaign. If you want to access a more detailed explanation click here 👈

Organization data: you only have to fill in this information if you are creating a campaign for a third party since the HTML campaign in the lower area has a space with the organization's data. The data that the campaign will take by default will be those entered at the time of registration. If you want to add some data that does not correspond to the organization registered in the Backoffice, this is where you must fill in.

 

Campaign templates: As we mentioned before, from here you can access the different templates available for your campaign. Choose the one you like the most or adapt to your needs and click on “My Campaign” to visualize what is going on during the creation / editing process. Click on "Download" if you have finished and want to generate the HTML file.

 

Storytelling: it will be the first block of content in your HTML. You can edit the title that now appears in your HTML as "the opportunity" and open a block of text to enter the first content of your campaign. For each block of content you open in storytelling a new subtab will open in the HTML so if you want your landing to look all in scroll and not with different tabs you will have to use other spaces such as Attachments and Updates to upload content and only upload a block of text for each of them.

 

Header and footer: in this section you can choose a video, a photo or a selection of photos (carousel style), so that they are displayed at the top of the landing.

 

In the "Footer" section you can select the color that will appear in the "Contact us" area at the bottom of the page.

 

Team: here you must upload, if you wish to show, the people who are part of the campaign. This tab will be shown as a carousel in the campaign landing.

 

Attachments: it is the second block of text of your campaign landing. It works just like the "storytelling" tab. You can change the title "interesting documents" for that title you want and assign text, images or a video that further explains your project.

 

Buttons: Does not apply in this type of campaign.

 

FAQs: in this space you will be able to upload the questions and answers that you think your audience will make to the campaign landing when viewing the campaign. Go ahead and give them an answer.

 

Ambassador's Guide: Allows you to configure widget, documents etc. to share from your campaign landing.

 

ICON Two wheels: in this icon the “configuration” tabs of the campaign will be displayed:

 

Widget: The widget is the dynamic banner that our software provides so that you can integrate it into your home and serve as a direct access to your campaign to any user who accesses your website.

 

Form: In this section you will be able to choose the design that you want to be shown in the modality of payment, signature collection etc. Go here for more info.

 

RRSS: in this space you will have to configure the messages that you want to show as default in the campaign landing and in the thank you page. These preconfigured messages will help the user to share the campaign and / or donation on their social networks.

 

Messaging: in this tab you can configure both the mail server that sends the thank you messages and the email templates. By default all emails leave from our servers and the software has some templates already configured to send thank you emails. In case you want the mail server of your organization to send the emails to the donors, you can trust it in the messaging tab> configuration by following the indicated steps. In case you want to edit the thank you template you can do it in the messaging> personalization tab, where you must select the options:

 

Template type: campaign contribution

 

Language: the desired

 

Load the HTML file in .vm format

 

Donation certificates: only in the case that your organization decides to automate the sending of the donation certificate, it is here where you must upload your Word format with the appropriate parameters. To see the parameters to be added, select the upper right button “options” and download the natural person and legal entity template. Add the values ​​that you will see [PARAM_ […]) to your donation certificate in Word format and upload it by selecting the option “establish natural person certificate” and “establish legal person certificate”. It is very important that you prove that it has been uploaded well so you must first upload it in the testing environment (sandbox), make a donation with the test card that we will provide you and verify that it arrives correctly filled. In this same tab, all donation certificates that the donor is requesting will be grouped and the information of all of them will be automatically included to model 182 that you can view and download at any time by selecting the “options” button in the area top of the page.

 

Related campaigns: Does not apply to this type of campaign

 

Contribution box: does not apply to this type of campaign

 

Peer to Peer: space in which you will configure your Peer to Peer Marketplace in case you have hired it.

 

Tracking code: space in which you will indicate your Google Analytics UA code and the

 

Facebook and Twitter pixels in the case of making announcements of your campaign.

 

Everything related to the monitoring and measurement of your campaigns can be consulted here by your technical team> TM Guide - v1

 

Mailchimp: space in which you will link your Mailchimp, in the case of working with said messaging manager to easily export the donor list.

Facebook: space in which you will configure your Facebook application ID so that when sharing the messages the donor always sees the URL of your domain and not that of StockCrowd. In the case of wanting to configure this option, we will send you a specific manual that details the steps to follow.

Payment gateways: space in which you will configure the payment gateway (s) that you will connect to your campaign.

 

Have you got here? Very boring? NO! There is little left ... :)

 

 

 

ICON three people: in this icon the “management” tabs of the campaign will be displayed:

 

Sponsors: space where you can upload the Sponsors of your campaign. These will have a dedicated space in the campaign landing.

 

Speakers: space in which permission is given to the speakers generated at the organization level to access your campaign. The speakers are those companies that want to share your campaign on their website. In order to be able to track the donors who enter through its website, the ideal is to register them as a speaker. The software will provide you with a unique tracking code and send you an email with access to the “widget” tab where you can take the widget code to place it on your website.

 

Updates: space destined to continue uploading content to which a publication date can be assigned. This space works similar to the storytelling tab and attachments with the peculiarity that you can assign the content a day and time to be published.

 

Signatures: not applicable in this type of campaign

 

Contributions: space in which you will have grouped all the donors of the campaign.

 

Periodic contributions: space in which you will have all the periodic donations grouped so that you can manage them as needed. To this tab you can import your list of partners so that it is our software who transacts every time a receipt must be drawn to a partner. To load your list of partners, download the template that you will find by selecting the upper right button “options” and fill in each row as indicated in it.

 

CRM transactions: space destined to have grouped the donations that StockCrowd does not transact. There are organizations that ask us to have your CRM transact. When that happens, donations are grouped both in the “donors” tab and in “CRM transactions”, a tab in which all the donor information and bank details are stored.

 

Pending transactions: in this space, transactions pending confirmation are saved. This occurs with online transfer payments or SEPA debits in a reward campaign.

P2P campaigns: space in which the campaigns that fundraisers carry out in favor of a cause are grouped together.

 

User doubts: does not apply in this type of campaign

 

Comments: Does not apply in this type of campaign

 

File management: space in which the uploads of new files such as images and videos to the campaign are recorded.

 

Registration email: space where all the emails sent by the system are gathered. In this tab you can check if the email has been received, opened ... and other information of interest for the study of the emails sent.

 Organization Menu:

 

Two ICON buildings Two buildings (bottom left of the BackOffice page): this icon groups everything that can be configured at the organization level and not separately for each of the campaigns:

 

General data: space in which the data entered at the time of registration of the organization are saved. It is important to finish configuring them indicating the commercial name and the contact person. We advise you to include the name of the organization as a contact person since this information will be the “from” the thank you mail received by the donors.

 

Speakers: here the speakers are registered at the organization level. The registration is done here and then, as we have seen before, campaign by campaign is assigned access permissions by selecting the box that precedes the name

 

Events: in this space we configure what we call events or notifications that the software sends to an email or URL with the data of each of the donors. (If you are interested, we will tell you in a loud voice).

 

Users: space destined to give access permission to the rest of the members of the organization.

 

Campaign clusters: space destined to join campaigns. Depending on the case of your campaign, we see it together to understand the operation and configuration.

 

API USE: space for programmers.

 

Multicause Landing: only applies if you have hired the possibility of configuring a multicause landing.

 

Legal document: space destined so that the organization can modify according to its needs the privacy policy that the software shows by default in the campaigns. You can also choose whether or not you want the donor to accept the policy in order to continue as well as request that you indicate whether or not you want to receive information about the organization.