Startup Guide

This guide should provide you with everything you need to get started on Flockworthy!

User Accounts

Account Types

  1. General Account - A basic Flockworthy user account.
  2. Leader Account - A General Account that can receive pledges or funds through Flockworthy.

Creating a General Account

You can sign up here. After submitting the form, you should receive an email with instructions on how to complete your account setup. The email usually arrives instantly but can sometimes take longer.

For your convenience, we made it easy to sign up with your Google and Facebook account.

Creating a Leader Account (Fundraisers Only)
General Account Required

Before you can start fundraising, you will need to set up a Leader Account:

  1. Set up a receiving Bank Account. This is where your funds will be deposited after a successful Campaign.
  2. Next, you should receive an email instructing you to verify your account information. You can also start this process here. You can read more about why we require this process here.
  3. You can check your verification status from your Account page under My Leader Account. A status of "verified" means you are ready to go!

Editing Account Info

You can update your email address, add a bio, change your password and more from the options panel of your User profile.

Payment Cards (Donors Only)

A Payment card is required in order to make a Pledge/Donation. First time Donors are prompted to provide this.

Adding a Payment Card
General Account Required

You can add a Payment Card here.

Editing a Payment Card
General Account RequiredPayment Card Required

  1. Log into your Account page.
  2. Select a card under My Payment Methods and click "edit".
  3. Click to submit your edits.

Deleting a Payment Card
General Account RequiredPayment Card Required

  1. Log into your Account page.
  2. Select a card under My Payment Methods and click "delete".
  3. Pledges made with a deleted card cannot be processed.

Movements

Your Movement page is your project home page. Locate and Click the icon to take a guided tour of the Movement page. You can navigate to all of your Movements from your User profile.

Launch a Movement
General Account Required

  1. Find the START link from the navigation bar at the top of the screen.
    Mobile users: tap the three horizontal bars icon to display navigation menu options.
  2. Select Launch A Movement from the drop menu.
  3. You can also Click from the options panel on your User profile to Launch a Movement.
Editing Movement Fields
General Account RequiredMovement RequiredLogin Required

  1. Navigate to the Movement page you want to edit.
  2. Click within an editable field (surrounded by a thin grey box).
  3. Type your edits directly into the text form field.
  4. Click to submit your edits.

Adding a Cover Image
General Account RequiredMovement RequiredLogin Required

  1. Locate the ABOUT section of your Movement page.
  2. Scroll down the page and click the button.
  3. Select an image from the popup menu or click "Browse" to upload an image from your device.

Adding a Cover Video
General Account RequiredMovement RequiredLogin Required

  1. Locate the ABOUT section of your Movement page.
  2. Scroll down the page and click the button.
  3. Upload your video to Vimeo.
  4. Copy and paste the video url in the Vimeo video link field.
  5. When the video preview is visible click "save".

Deleting a Movement
General Account RequiredMovement RequiredLogin Required

  1. From your User profile.
  2. Select the Movement you want to edit.
  3. Click "delete" bottom right of Movement title.

Campaigns

Campaign Types

  1. Crowdfunding - An "all-or-nothing" online fundraiser.
  2. Fundraiser Event - Also an "all-or-nothing" online fundraiser.
    Instead of purchasing "Rewards", Donors purchase tickets to an Event.
  3. Pledge Drive - Essentially a pre-crowdfunding Campaign.
    Donors commit funds to a future crowdfunding Campaign.
    Pledges can be "cancelled" or "transferred" to a new Campaign.

Launching a New Campaign
Leader Account RequiredMovement RequiredLogin Required

  1. If you have not already done so, open a Leader Account.
  2. Navigate to the CAMPAIGNS section on your Movement page (active by default, scroll down below the cover image to view).
  3. Beneath the sections panel you should see a grey box indicating that you have "No Active Campaigns" running.
  4. Click on the right side of the box to open a new Campaign form.

Campaign Commitments

You are required to specify at least one Commitment per Campaign. A Commitment is a concise description of an objective you plan to accomplish with the money you raise during a Campaign. Your Donors can return to your Movement page to "verify" your progress in meeting your Campaign Committments.

Click the icon on your Campaign card to view your Commitments.

Funding Goals

You are required to specify a minimum fundraising Goal:

  1. Enter the desired amount needed to accomplish your Campaign Commitments in field a) of the new Campaign form. This amount cannot be less than $100.
  2. The Goal amount will automatically populate field b) to account for fees.
  3. You will have until the Campaign Deadline date to collect the Goal amount in Pledges. Specify the Deadline date in field c).
  4. Any Pledges made to a Campaign that fails to meet the Goal amount by the Deadline date will expire automatically. The only exception to this rule is for Pledges made to a "Pledge Drive," which can be transferred to a new Campaign at a later time.

Incentives

See section on Rewards below.

Adding Content

See instructions for adding cover images and videos to Movement pages.

Editing Campaigns

After launching a Campaign, you will be able to edit certain features prior to meeting your funding Goal.

  1. From your Movement page, navigate to the Campaign card you want to edit.
  2. Prior to meeting your funding Goal, you will see a icon near the Campaign title.
    This option will disappear once you reach your funding Goal.
  3. Click to navigate to the Campaign edit form.

Deleting Campaigns

The ONLY time you can delete a Campaign is prior to it reaching its funding Goal.

  1. From your Movement page, navigate to the Campaign card you want to delete.
  2. Prior to meeting your funding Goal, you will see a icon near the Campaign title.
    This option will disappear once you reach your funding Goal.
  3. Click and confirm to delete.

Rewards

Leader Account RequiredMovement RequiredCampaign RequiredLogin Required

"Rewards" are a way to incentivize people to Pledge to your Campaigns. A reward can be a special promotion, a physical product or some other perk offered to Donors in exchange for a Pledge. The Fundraiser Event Campaign type offers custom Event Tickets as the primary Reward.

Rewards are optional for most Campaign types. You can specify Rewards on the Offer Rewards slide of the new Campaign form or when editing an existing Campaign:

Setting Up Rewards

  1. Name and describe your Reward.
  2. Specify the minimum pledge amount you require for your Reward in the Price field.
  3. Specify the number of Rewards available to purchase in the In Stock field or check the box for Unlimited Stock.
  4. Specify whether the Reward will be physically shipped or electronically delivered to Donors.
  5. Click to save Reward and repeat as needed.

Delivering Rewards

You can view a list of Rewards purchased during a Campaign from the Campaign Admin page. As the Movement Leader, it is YOUR responsibility to deliver these Rewards to your Donors:

  1. Click the icon next to the title on a Campaign card to open the Campaign Admin page.
  2. The Campaign Admin page will display four tables:
    a) Donations/Pledges - a full list of all Pledges* made to your Campaign.
    b) Reward Orders - Ship - a full list of Rewards you need to physically ship to Donors.
    c) Reward Orders - Electronic - a full list of Rewards you need to electronically deliver to Donors.
    d) Ticket Orders - a full list of Tickets purchased to your Fundraiser Event.
  3. Click the link under the Delivery heading of a Reward Order to view Donor shipping/contact info.
  4. Electronic Rewards Only: Follow the orange hyperlink under Contact Info to upload and attach the Reward in a message to the Donor.

*Note that when a Pledge has been processed (i.e. the payment card was charged) it will be labeled a "Donation" under the Status heading of this table.

Events

Leader Account RequiredMovement RequiredLogin Required

Events can be independent or linked to a Campaign.

Event Types

  1. Public - Events visible to anyone visiting the hosting Movement page.
  2. Private - Events only visible through an email invitation.

Linking Campaigns

From the new Campaign form:

  1. Select the Fundraiser Event Campaign type and complete all required forms.
  2. After submitting the new Campaign you will be directed to complete a new Event form.

From the new Event form:

  1. Navigate to the EVENTS section of your Movement page. Campaign type and complete all required forms.
  2. Locate the icon to the right of the grey box labeled Upcoming Events
  3. Click the icon to navigate to the new Event form.
  4. To launch a Fundraiser Event, select the "Fundraiser" menu option from the Event Function filed.
  5. Specify a date, time, RSVP deadline, venue and location for your Event.

Inviting Guests to Events

See section on Invitations below.

What is a Chirp?

A "Chirp" is an optional word or phrase you can use to identify your guests at a venue. Think of it as a fallback for a ticket (tickets are automatically emailed to Donors and your guests).

Managing Events

  1. Locate the icon on your Event card.
  2. Click the icon to navigate to the Event Admin page.
  3. From the Event Admin page you can edit Event details, invite guests and check on RSVPs.

Invitations

Leader Account RequiredMovement RequiredCampaign RequiredLogin Required

The Invitation tool enables Movement Leaders to send a customized mass email invitation to either attend an Event or Pledge to a Campaign.

Event Invitations

You can send an Event Invitation either through the Invite button located above the active Event card or through the icon from the Event Details table on the Event Admin page.

Campaign Invitations

You can send a Campaign Invitation through the Invite button located above the active Campaign card.

Sending Invitations

From the new Invitation dialogue form:

  1. In the field labeled "Your name to display," enter the name you want to be identified as (i.e. not your username).
  2. In the field labeled "Enter an email or Donor name," enter a single recipient email address.
    For an added personal touch, you can precede an email address with the name of your recipient in quotes (ex: "John Doe" johnd@domain.com).
  3. If a Flockworthy user has donated to one of YOUR previous Campaigns, you can enter their username in this field as well.
  4. If your entry is valid, a icon will appear to the left of the field.
    Click the icon to save the recipient and repeat as needed.
  5. When available, you will also have the option to click the +all Donors link to speed up this process.
  6. Click the on a recipient name to remove.
  7. Enter the body of your message in the "Body" field and hit SEND when ready.
  8. You will receive a receipt of the message via email. You can always view previously sent Invitations from the Invitation dialogue form.

Donations

General Account RequiredPayment Card RequiredLogin Required
Pledging to a Campaign

From an email Invitation or the Movement page:

  1. Click the button to Pledge/Donate/Buy Tickets to the active Campaign or Pledge Drive.
  2. The interface will direct you to log in or sign up for Flockworthy.
  3. Once your account is activated, you will be directed to provide payment information.
  4. Once we have your Payment card on file you will be directed to the Campaign donation form.
  5. Specify your preferred Reward (if available) and Pledge amount.
  6. Review and submit. We will notify you by email if and when your payment card is charged.
  7. Check the Movement page for announcements and to verify Commitments!