 All right we're going to go ahead and get started. First of all thanks for joining us today for our Giving Tuesday platform overview and walkthrough. My name is Hannah. I'm on the customer support team here at Mighty Cause and I'll be leading us through the webinar today. First thing I wanted to start off with is just going through quickly going through the registration process and some of the tools that are available to you. I mean some of the resources that are available to you here on the Giving Tuesday page. So to get to the Giving Tuesday page you'll just head to givingtuesday.mightycause.com and right from the front page here you'll see this register button. So to start your registration you would just click on that. You can read through the eligibility and requirements here. But to get registered you'll just want to search for your organization here either by the name or your EIN if you are already set up on the platform as an admin. If you wanted to I'm sorry if you're already set up as an admin it will show up here under organization so you could just click on that and select or again you can search for your organization here and choose from the list. After you go ahead and select your organization there will be just a few questions that you'll need to answer. You can always save and come back to this or you can just go ahead and submit. Now that is the first step to registration. There is a there is a second step that you'll need to complete as well and that is a few required to-do list items and those are listed out right here and we'll go over how to access your to-do list in just a few minutes. Now all of this does have to be completed by October 31st in order to participate so October 31st is the deadline for completing both the registration form and your to-do list. All right next thing just wanted to point out is some of the resources here that we have available straight on the website. We have lots of downloadable content and just deep dives into different fundraising ideas. You can access these through the toolkit here. We have a marketing communications guides and downloadable guides fundraising 101. This also will go through the key dates for Giving Tuesday. You can also find our webinars here. We have a few more webinars coming up and we will additionally be hosting some virtual office hours. These are really helpful if you have some more specific questions regarding your organization and your fundraising. I'm sorry did I say August 31st for the deadline? It's October 31st is the deadline for registration. Okay now that we have looked through the Giving Tuesday site I'm going to jump over into our sandbox environment here so this is a test organization so none of this information is real but it we can go through this and it'll it'll look a little different than the Giving Tuesday page just because the branding is a little different but all of the tools are the same and the setup of the organization pages is the same. So once you have your registration form submitted you'll be able to access your organization page by clicking on your username up here and choosing the organization and once you choose that that will take you straight to this overview page here which shows you some important information regarding your organization's registration. So if you have not submitted the form it'll say just like this registration is now open for Giving Tuesday and it'll link you out to that registration. If you have submitted the form but haven't completed your to-do list yet it will show as pending and once both of those items are completed it will show as approved. Now to find your to-do list you'll see it right up here in the top left hand corner next to your dashboard. You can click on that and it will show you the required items specifically for Giving Tuesday. You can click on each one of them and it will take you to the location where you can complete it and as you complete it it will go ahead and just automatically check those off. All right so that's your overview page. First thing I want to talk through is just this main organization page here. This is intended to be sort of you know an evergreen landing page for your organization where you can add you know the why the what you do why you do it and and why donors should donate. There's a lot of different things you can add here that you can customize to make it specific to your organization but the main part here is this about section where you can add images you can talk about the different things that you do. We have some different sections such as featured campaigns if you are featuring a specific event or a peer-to-peer fundraising campaign perhaps that you have set up you can add these here. If you're not doing anything like that you can just hide the section and you can accept your donations straight through your organization page instead of using different campaigns. You can change your goal here you can hide a goal if you don't want to have that on your page. You can also edit the metrics that are displayed so you can update you know you can have it display just the number of donors instead of the amount raised and you can you know update some different things here. You can also fully hide this section if you'd like. There are a few other sections you can add or remove we have this giving activity timeline campaigns you can add a media gallery or you can link straight to an Instagram gallery or a Facebook gallery. Down here at the bottom is where you can add all of your up-to-date organization data so that donors can contact you so you would want to make sure that you have your accurate phone number email address website and social media information. Okay so now that we've looked at organization page we're going to go through some of the different things available to you through your dashboard here on the left hand side looking at your settings. I just wanted to point out a few things here in this general settings area. You can customize your URL so if you don't like this automatically comes from the name that we have on file for your organization but perhaps you have a shorter name that you would prefer to use or an acronym you can go ahead and update that here and the original URL will still forward to the custom one that you updated to. We also have this social sharing information down here so you'll want to make sure that there's an image here for when people share your organization on Facebook that that will be the image that pops up. So that's some of the most important stuff here in your general settings there's a few other things here regarding searching that you might want to take a look at and add some information into. Next is your organization info this is the same information that I showed you being displayed down here it just can be updated in both areas. So you can update that information here this is also where you would update your legal name or your legal mailing address for disbursements so if you have a DBA or if you fully change your name you can add that here along with documentation and then when we send disbursements to you it will have the accurate legal name and people mailing address that takes us to our disbursement settings. This is where you can update how you receive your disbursements so there are two different options you can receive disbursements by check or by EFT. We do recommend setting up EFT if you can this will allow your organization to avoid that $5 check fee and you can also receive your funds twice a month instead of once a month so this is where you would go ahead and add that information if you do want to switch to EFT. Next we have our admin section here we do recommend if possible having two admins at least on your page in case one person is busy and isn't available to update information or in case somebody leaves the organization you still do would have one person that can access it. We can always add additional admins on the support team for you as well so you can always reach out to us at support at mightycause.com if you're having issues accessing your page but to add a new admin you would do that from right up here and if you wanted to remove somebody you would just click on this menu button then remove. All admins have access to everything on your organization page so they will have access to all of the donation reports and all that information so you want to make sure that you have the appropriate people listed here. Okay so those were our settings that we just looked through the next thing I want to talk about is how you can customize the checkout experience for donors so on the left hand dashboard again you can choose checkout you can see here we have three different options donation form thank you page and the donation receipt you can customize a few different things on your donation form the first one being your suggested donation amounts so you can click on each one of these and update them and then what they sort of a description for them so what what donating $50 will do for your organization you can add a little description you can add additional ones and then there will also always be the option for donors to just choose their own donation amount you'll also be able to add or remove both a dedication section or a designation section so if you wanted to remove those you would just click this pencil icon here and then you can also add I believe it's one custom question to your donation form this donation form has a bunch of custom questions but if you wanted to add one you would go ahead and click add section here and click new section and you can add your question I will take a look at all of the questions that are coming in through the chat at the end of this and we can come back to any of these things that you might have questions about okay so yes that's how you would go ahead and add a section and all of this information that comes in through the donation form is available to you through your donation report and I'll show you how to access that and how to access the answers to these custom questions we do also have this thank you page that can be customized so this will be the page that donors are dropped on to immediately after they make that donation so they submit their donation and they are sent over to this thank you page so you can add a little message here thanking donors for donating you can add images videos you can also have sort of a call to action here a little button at the bottom if you want people to follow you on social media or join your mailing list like you can have a little button here at the bottom and once you update this you can view the page so you can see exactly what that will look like all right and then for the donation receipt this is going to show you so there there will be some verbiage here that's added from the Giving Tuesday event so that will be here that you won't be able to update or edit that but you can add your own custom message so you can add again a custom thank you message here into your donation receipt after every donation a donor is sent a tax-adaptable receipt directly through the platform so your organization does not have to manage sending out the receipts but you can go in here and go ahead and add that custom message so those are your checkout options next I want to quickly look through the reports that are available so there are a few different reports available to you I'm going to start out with just your main donation report here so as you can see on the online donation report the only information that is shown is the name amount date type and then where the donation came from as well as email address so there's a lot more information that we do collect from donors and that can be found in the downloaded donation report so you can go ahead and filter this for the time period that you'd like you can put a custom date range or let's say we're looking at this year to date I would like a report for only online donations and I want it to be for all of our different campaigns and then you can go ahead and choose download and that's going to automatically just download that into your downloaded information there and then you'll have all of this additional information on your donors so now you're going to be able to see the time the name their billing address here and then any questions any custom questions that you have they'll come up over here at the end so like this one was phone number so you'll have that information here I do want to point out we do have this offline donation report here and you can add offline donations so if you wanted to if you accept donations outside of the platform you can add them here essentially just to track them however they for this particular event the offline donations do not count towards like leaderboards and prizes so it would only be online donations that count for those things we do also have a recurring donations report so you'll be able to see what recurring donations are active when they were started if they were canceled it'll give you information on why they were canceled so that way you can reach out to that donor hopefully help them restart it maybe they just had a credit card that expired or something like that so that can be found here in your recurring donation report the retention report this is something that could be very helpful if especially if you have participated in giving Tuesday before in prior years you can look through this retention report so let's say we'll do this month to date so this will show us donations that were made in the month of August this year compared to donations that were made last year and you can see who was retained and who wasn't so this could be something really interesting to use for you can see everybody who donated to your giving Tuesday campaign last year who hasn't yet donated this year and you can then download this report and you'll have email addresses for all those people that you would be able to reach out to last report we have here is your disbursement report this is going to list every single disbursement that has ever been sent to your organization through the platform you can click on that report and it will show you all of the different donors or all the different donations that are included in the disbursement report and then down here at the bottom it will also go over any fees and the total that was dispersed so that is your donations report and then the last thing we're going to look through is the different tools available to you so we do have a bunch of different fundraising tools first thing I want to talk about are our campaigns so this is your campaign dashboard here and this is going to show you all of the different campaigns that have been created and published for your organization so as you can see here there's a bunch of different types of fundraisers we have an event fundraiser we have a team fundraiser and then we just have the individual fundraiser I'm going to go through what those three look like and sort of how they can be used so the individual fundraiser campaign can be used in a few different ways so if your organization has a very specific fundraising goal that you want a different campaign page for that you can specifically send out for example we have this new animal shelter addition so our organization that we're looking at homework trails is trying to build a new animal shelter and so they wanted to create a specific campaign that they can send out with its own goals and its own story and so you can create that as the admin of the page and you can use that for you know requesting donations these can also be used for peer to peer campaigns so if you have someone who's wants to fundraise for your organization they can create one of these pages and use it as a peer to peer fundraiser think like a birthday fundraiser someone can create one and send it out to their family and friends and ask them to donate to that page for your organization this is sort of an example of more of the fundraiser page being used as a peer to peer fundraiser so this is someone who's participating in a 5k for this organization for homework trails they're you know hosting this 5k and this person is going to be participating in it and fundraising for it. You can see here as well that they're part of a team so we can take a look at that team page so a team page essentially brings together a bunch of different individual fundraisers and has a leaderboard and then a goal bar showing all of the donations that have been given to any of those fundraiser pages as a whole so this is your team page with you know the timeline and the story as to why people should donate to it you can also have sponsors here and then you can see that this team is a part of our 5k so we take a look at the 5k this is our event page where you know teams who can be connected to this page fundraisers can be connected to it directly they don't need to be a part of a team so again there's a lot of different ways to sort of set these up but this is your 5k event page that has its own goal and this shows all of the donations given to any of the teams or any of the fundraisers that are participating in this event and you'll have a list of teams lists of fundraisers here you can have a few different tabs talking about your event and again you'll have sponsors and information about the organization that it's for so these are going to be your three different campaign pages and again you can access them all here from your campaign dashboard and this is where you would create a new campaign as an admin so you would come here and you would click create new campaign if it was somebody who is creating a fundraiser for your organization they would be able to go to this public facing page and just choose the fundraise button and this will walk them through the steps on how to create that and as the admin if you don't want people to be fundraising for your organization you can also remove this fundraise page or fundraise button so you would do that by just clicking this and removing that and so then people coming to your page only have the option to donate so that's another option for you next I'm going to take a look at the widget that's available so there are a few different types of widgets but this mini donation form is the one that seems to be used the most so this would allow you to embed this into your nonprofit's actual website and accept donations directly from your website so people would never have to even come to your Giving Tuesday page so to do that you would head to this widget this widget area and you would choose the style that you want so let's say we want this mini donation form you can update the color of the button I'll update that and then you would go ahead and generate that code and then you can grab that code and you can drop that into wherever you would want it on your website so that's how you would use a widget we do also have the donation button and the thumbnail and these when you click on them they would just take a donor directly to your donation form so that's the widget here next I want to quickly talk about matching grants so you do have the option to enter a matching grant into your page and essentially what it does is it will track any donations that come into your page against this match and it will fulfill it once you've reached your goal so let's say you have secured a matching grant say from your board members they've all pitched in you have a $5,000 matching grant that they are going to fund you would come in here you would click create and you can go ahead and add all of that information for your match click create match and then that will show in your either upcoming or live depending on when you have it starting when when it is live it will show directly on that public facing organization page so it will show here right next to your donate button that donations are currently being matched so that's a great way to you know get people involved and to help people want to donate if they see that their donations are being matched so that's how you would use your match match manager here next we do have the opportunities tool this is a way that you can show different either in person or online volunteering events that you're looking for people to sign up for so if you have something coming up that you're looking for volunteers you can add an opportunity here have all the information you can show how people would register etc and then that's going to show again right on that public facing page so these are the active volunteering opportunities last thing we're going to talk through quickly here is the fundraiser templates and then I'll take a look at all the questions that I've seen come through and we'll try to get through all of them for you so the fundraising templates this is where you can create a template for people that are fundraising for your organization so you would click create new template you can add information in here and this this just makes it that much easier for people to create that fundraiser and go out there and ask for donations so if you want to put a title in there for them let's say you want all of your volunteers to try to fundraise $200 so you can add some information in here you can put an image if you have you know your logo that you wanted to add give some prompts for a short story or a story how you know I'm a volunteer and this is why I would like to donate and you can you know put in prompts for people to then fill in themselves once they've gone and created this fundraiser cool so that is sort of you know a quick run through of all the different tools and reports available and take a quick look through our Q&A and our chat so let's see we do have a question here about registering so if you do if you are looking to participate in the Giving Tuesday event you will need to register and that registration deadline again is by October 31st we do require that you have a URL so here's another question here if so some organizations don't have a website most of the time we suggest if you have a Facebook page you can add that in here or any other sort of online presence it doesn't have to be like a URL like this like this can be your Facebook page or a link to Instagram or anything like that so you can add that in here um let's see I have a question here about who can view this sensitive information so like the donor information on these pages um so only people that are set up as admins so here in our admin page all of these people would be able to log into the Giving Tuesday platform and they will be able to access all of the information in here there are not different tiers of admins so all admins can access everything can admins emails be outside emails like Gmail so when you register it will automatically sort of put in an admin request for your for your page and a lot of times people's email addresses are you know g-mails or or they use something other than you know like mightycause.com like these are showing here and we do our best to verify that that person is indeed connected to your organization and if we can't verify that just by finding your website or finding your Facebook or something like that we'll we'll reach out to you and you can provide you know documentation to our support team and at that point we can go ahead and approve you so yes it can be email addresses that are personal email addresses you just might have to go through a few additional steps to verify um we have a question here that just says where do I find um this page so to get to the Giving Tuesday page you'll just go to GivingTuesday.mightycause.com and this again takes you to the main Giving Tuesday page here and then to access your your personal or your organization page on the platform you would click up here by your user account and then under organization you'll be able to find it um let's see let me take a look in the chat here yes we will be sending out a recording of this so after the um after the event is over we will be posting a recording online and we'll be sending it out to our emails or to your emails um yes you do have to register every year um so even if you participated in Giving Tuesday last year you will have to go ahead and register again this year is there a fee for Giving Tuesday um there is not so it is free to register and participate okay we have a question here about Fiscally Sponsored Organizations so we do have a process for adding Fiscally Sponsored Organizations onto the platform so that they can participate um you'll you'll want to just reach out to us at support at mightycause.com um and we'll just ask you for some documentation just showing the relationship between you and your fiscal sponsor and then we'll add you right to the platform and you'll be able to go ahead and register okay because our page the same one used by North Texas Giving Day so yes there are a few other um there are a few other giving events that also use the Mighty Cause platform that your organization might be participating in and those pages will essentially be the same it will just now be if you register for Giving Tuesday as well um it will then be branded for the Giving Tuesday event so once the North Texas Giving Day is over um you'll be able to update the page to be relevant to your Giving Tuesday fundraising goals um and you can do it that way can you have more than one button I think this is related to um the thank you page so let me pull that up um so there is just one button that you can add down here but I believe you can add additional buttons um this way yeah so if you wanted to um and you don't even have to use this button down here if you wanted I think you can remove this um but you can add additional buttons that looks like through this option here so there are a couple different ways you could customize that if you wanted to have more than one button you would be able to do that okay it looks like we have a question about adding media into your page so adding um images and videos um into your page here so the way that you would do that is um you're going to want to be clicked into your about section and then up here at the top you'll see the options for inserting an image or inserting a video you want to click on that um and then you can just drop an image right in here for videos it is going to be a little different so um we can only add videos that are publicly hosted on either YouTube or Vimeo um so you would want to have those videos already uploaded onto those other platforms and then you want to verify that um those videos are public so they're not um they're not hidden in any way it's it's able to be accessed by anybody and you would just drop that URL directly in here and just click insert and you can also choose to have it just start um autoplaying when somebody loads up the page so that's how you would add your images and your videos here so I see a question here about donations being disabled on the page and not being able to accept donations um so this generally um I'm not I don't want to pull up the the organization page that that asks that question but generally that means that um you have started your registration but you haven't finished it so donations will show as um disabled until your registration is fully completed and again that will be both filling out the form and completing that to-do list and once all of those things are completed you'll receive an email that just says you're um you know you've been approved for giving Tuesday and then um once you get that email donations will have been enabled on your page and you can also if if that doesn't seem to be the issue and and you seem you think it might be a different problem with your donations um you can go ahead and email us um at support at mightycause.com and we'll we can you know look further into what that might be um here's a question about peer-to-peer campaign so how close to your campaign can an individual set up a peer-to-peer fundraiser um so they can set it up at any time um there isn't a deadline for when people can set up their peer-to-peer fundraisers unless you as the admin remove that option from your page but there will not be a deadline for people having to create those. Do you have a way of accepting cryptocurrency? We do not so the donation options um for somebody donating will be credit card paypal I believe we have Venmo now and um ACH if the donation is higher than $50 I believe um and then there is Apple Pay so if someone is logged in with an Apple device they will see the Apple Pay option as well um here's a question as an admin how much control do you have on the campaigns if someone makes a mistake can you correct them? So um you can you can as as an admin you would be able to just go into your campaign manager here and you can click on somebody's campaign and then you you will be able to edit it and update it as well so if someone is um if if yeah if there was some sort of mistake you would be able to go in and help them with that um if they created a fundraiser and forgot to add it to a team something like that you can go into that fundraiser settings and you would be able to add it to a to a team for them um so it looks like we have a few questions about some of the advanced features so um I went through all of the tools that are available to you just for participating in Giving Tuesday um Mighty Cause does have a paid um subscription that gives you um access to additional features such as the embedded donation form text to give um a few other things and those would be um I believe the I believe the the payment for that is $99 a month um if you commit to a to a year contract but um I'm not entirely sure about that I'm not sure what the actual pricing is but again you can set up a demo um or you can email us and we can get you all that accurate information um here's a question about fees so what are the fees on um to fundraise so again registering for Giving Tuesday is um is fully free there isn't like a registration fee but there are uh fees um on each donation and I believe that should be in here because off the top of my head I do not know what they are so again I would suggest uh shooting us an email and we can look that up for you I believe it's like 2.9% plus 30 cents in credit card fees and then there is a platform fee on top of that but we also have the um mighty cause pricing guarantee so there there is a cap on those fees that that you'll ever pay I just don't off the top of my head do not remember what that is and donors are always given the option to um to cover those fees for you as well I'm just looking through these questions here it looks like there are a couple duplicates here's a question about creating QR codes um so we don't have a way to create QR codes through the platform um but there are a lot of different um tools out there that can create them for you you can even create them straight through chrome here so if you clicked like the share button you can create a QR code straight through chrome that you could use here is a question about the virtual office hours we don't have them scheduled yet um but once they are I believe they'll be here on this webinar page yep so they'll be right here um once we do get those scheduled I believe last year we had them in October but I'm not sure when they'll be this year all right well thank you again to everybody who joined us today um if any of your questions and get answered or if something else comes up please again you can always reach out to us support at mightycause.com and the recording will be sent out to everybody who registered for the event um and thanks again hope you all have a great Giving Tuesday campaign bye