Steps to Build an Online Campaign

Once logged into the Swell dashboard, follow these steps:

1. To create an event, click on Browse Events, and then click on the icon in the top right corner
2. Click Save
3. Click on the Event Name you would like to build / edit
4. Click on the   tab on the left
5. You will start on the icon
   • Fill out the Who portion for your campaign
     • Nonprofit Name
   • Fill out the What portion for your campaign
     • Event Name
     • Description for fundraising pages- this is a description that will appear on the personal fundraising pages for those who are fundraising for you. This is typically filled in with a description of why someone should give or what their donation would be supporting.
   • Fill out the When portion for your campaign
     • Day
     • Time ** If there isn’t a day or time for your campaign you can always use this portion to say “online campaign 2020” or something creative you would like to highlight on the homepage. **
6. Click Save changes
7. Next, click on the   icon
   • Upload an Event Page Header Image
     • Size: 740x288 jpeg
     • This image will be found on the homepage of your site and donation page
     • These images can be created on a site like Canva (whatever you use)
   • Profile Page Header Image
     • Size: 740x288 jpeg
     • This image will be found on the personal fundraising pages
   • Logo Image
     • Size: 261x166 jpeg
     • This image will be found in the top right corner of your homepage
   • Email Header Image
     • Size: 550x135 jpeg
     • This image will be found on the email receipts donors receive
8. Scroll all the way down and click Save changes
9. Next, click on the   icon
   • To edit the homepage content, click on the   icon.
   • Click on the in the top right to add content pages/tabs to your site
   • When editing tabs:
     • Fill out a Page url- this is the text that will go at the end of your campaign site link to take you straight to this content tab.
     • Fill out a Tab Name- this is the name of the tab that will show up on your site. For example, if you created an ‘about’ content page, you could name the tab “About”
     • Check the box active to make the tab visible to the public
     • Once you are done building your content page, scroll down and click Save
10. Click on the   icon
    • Facebook page ID- this will allow information about your organization's Facebook page to be pulled into the right-hand side of your site.
    • Hashtag-Try to create a clever hashtag that is relevant to your campaign. This hashtag will be printed on your PDF ticket to make it easy for guests to post about your event on their social networks. Consider including it in your thank you wall message if you'll be using that. 
    • Enable Thank You Wall- Check the box if you would like our system to include thank you messages to your donors on your event page. 
    • Thank You Wall message- Customize the message that appears on your thank you wall.

1. • Click Save Changes
2. Click on the   icon
   • This is the area you would use to highlight and recognize sponsors. This will show up on every page of your campaign site under the raised amount. If you have more than one sponsor it will continuously scroll through them on a loop. 
   • Click on the in the top right corner to add a sponsor
   • Type in the sponsor name
   • Upload a logo image for the sponsor
   • Click Save
3. Click on the  icon
   • This is where you will be able to customize and add features to your donation page (the give now button takes you to this page on your campaign site), ticketing checkout page, buttons, and sponsorship checkout page.
   • If you would like your fundraisers to get credit for donations, make sure the gift crediting feature is turned on.
4. Click on the   tab on the left side
   • This is where you would manually add people as fundraisers. We can also add a “Become a Fundraiser” button on your campaign site if you would rather them sign up on their own.
   • Click on the in the top right corner to add someone
   • Type in their information and click Save
5. Click on the   tab at the bottom on the left
   • This is where you are able to see all donations made
   • You can manually add a donation if you receive cash or check. Click the in the top right corner and add the donor information. Click Save
   • Click on the in the top right corner to download an excel file with all of your transactions.