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Your Project Dashboard Guide

How to manage your project on the Crowdfunder platform.

Updated over 2 months ago

Once your project is live, you'll be able to manage it all the way to success via your project dashboard.

Simply sign into your account and click on My Projects at the top right corner of the screen (next to your profile picture).

Here you'll see thumbnails of your live and draft projects. Select Edit Details next to the campaign you want to manage.

Overview

You'll be directed to your project overview which provides a snapshot of your campaign's progress. You can quickly check what percentage of your target you've raised, how many pledges you've received and the number of supporters following your project. The conversion rate feature also gives insight into the number of unique visits to your project page and how many of those visitors pledged to your campaign.

You'll also see an update on what your project is Trending towards. This is the amount the Crowdfunder platform predicts you'll raise by your closing date. This prediction is based on your performance so far, as well as the success of previous projects similar to yours.

Throughout your campaign, you'll be able to download two graphs to track your progress. The first tells you how much you've raised each day. The second will give you insight into the number of people who have visited your project page. You can also monitor the popularity of each of your rewards.

Once your project closes successfully, you'll see a summary of what you've raised along with the platform or transaction fees that are applicable to your project.

Promo

Here you can access all kinds of tools to help spread the word about your project. Share your campaign page across social media platforms with just one click. There's also the option to set up trackable links, making it easy to identify where your project is gaining the most traction online.

Updates

This is where you'll communicate any project updates to all of your supporters. For example, if you change your closing date or add new rewards. We recommend that you maintain total transparency with your supporters throughout your campaign and keep them in the loop if your project or plans change in any way. It's important that they know exactly how their pledges will be spent.

Comments

Everyone who pledges to your project can leave a comment on your campaign page. Gain full sight of their words of encouragement here and moderate any comments you would rather not be public on your page. Please be aware that comments cannot be left anonymously.

Supporters

Get insight into your supporter base and all pledges received, including those that count towards your extra funding goals. Here you can also privately message individual supporters and access contact details needed to send out rewards.

Find out more about messaging supporters here.

Here you can use the search function to find supporters by name or to search for those who've pledged on specific rewards.

Extra Funding

Find out which partner funds your project is eligible for, apply for extra funding and keep track of your applications. Find out more about this process in our guide to applying for extra funding.

Reports

Here you can download and generate reports from your project activity. Reports will be generated in CSV format. These are reports such as your rewards report and payout transaction reports.

Now to access any of this information you must read and agree to the terms above and enter your password. This is because these reports contain personal information. Once you have down this you can click generate and download and this will automatically pop up as a downloaded file on your web browser.

Payouts

This section allows you to stay updated on all payouts for your project.

If you haven't already you will be able to initiate a payout of any cleared pledges, to either a weekly or monthly schedule, depending on what suits you best. You may also pause payouts for up to 30 days here too.

Please note that any funds raised from the crowd may take up to 7 working days to reach you after the payout is initiated, and all payouts are subject to a 7-day clearing period. Any extra funding can take up to 20 working days once your project has closed and your wallet is complete.

Strava

Here you can connect your Strava account to your project page. Strava is an app that lets you track your running and riding with GPS. Therefore this is only relevant if your project is linked to sport and fitness.

Manage users

Here you are able to give others access to your project. Whether that’s friends or your work colleagues. You can choose what accessibility each user will have. This includes promo and comms, finances and administration. The users will be sent an email invitation to manage your project, please make sure that they create an account with us and follow the instructions in the email invite.

Widgets

Widgets allow you to create a donate button that you can add to your website. Which will show everyone you are fundraising on Crowdfunder. These buttons will automatically link people to either the project page or your checkout.

Manage

Here you can edit your project page, such as changing your story, adding videos or updating your rewards. You can also;

Extend your project, up to a maximum of 12 weeks from the launch date,

Take your project offline if you've launched too early.

Finally, if you'd like more guidance on managing your project and maximising fundraising opportunities, take a look at our Knowledge Hub.

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