FundstakPro, Author at fundstakPRO

Creating Projects

This is for the Creator ID for fundstakPRO Social.

The Creator ID is used for Creating Projects for your organization in which your Organization is the Beneficiary. Anyone can contribute to these projects and create peer to peer campaigns for these Projects.

These Projects will not go Live instantly, they will need to be approved by the Project Manager ID.

Updates to these Projects are also Moderated and need to be approved by the Project Manager ID.

Tabs Explained

Projects are categorized into the following Status Tabs:

Draft: These are Projects that the Creator is currently working on and have not been submitted to the Project Manager for approval.
Pending: These are Projects that the Creator has Published and are Pending for Approval at the Project Manager.
Live: These are Projects that are Live and can accept Contributions.
Successful: These are Projects that met their goal and have ended.
Archived: These are Projects that have been Archived by the Project Manager.

Creating a New Project

To Create a New Project

Login via the Creator ID
Click on Projects
Click on the Start New Button
You will be asked to enter a Project Title and Goal Amount and press Start
This is the Project Creation Page, you can choose to create a Project instantly or work at your own pace to create a great Project
To Save your Progress click the Save button, you can always resume at a later stage by clicking logging in again via your Creator ID and accessing your Pending Projects
To Publish this Project press the Publish Button
On Publish the Project shall be submitted to the Project Manager for Approval

Editing a Project

To Edit a Live Project

Login via the Creator ID
Click on Projects
Access the Live Tab
Click on the Project Title
Make your Edits
To Save Edits press the Save button

by FundstakPro

Creating Social Projects

This is for the Creator ID for fundstakPRO Creative.

These Projects will not go Live instantly, they will need to be approved by the Project Manager ID.

Updates to these Projects are also Moderated and need to be approved by the Project Manager ID.

Tabs Explained

Projects are categorized into the following Status Tabs:

Draft: These are Projects that the Creator is currently working on and have not been submitted to the Project Manager for approval.
Pending: These are Projects that the Creator has Published and are Pending for Approval at the Project Manager.
Live: These are Projects that are Live and can accept Contributions.
Successful: These are Projects that met their goal and have ended.
Archived: These are Projects that have been Archived by the Project Manager.

Creating a New Project

To Create a New Project

Login via the Creator ID
Click on Projects
Click on the Start New Button
You will be asked to enter a Project Title and Goal Amount and press Start
This is the Project Creation Page, you can choose to create a Project instantly or work at your own pace to create a great Project
To Save your Progress click the Save button, you can always resume at a later stage by clicking logging in again via your Creator ID and accessing your Pending Projects
To Publish this Project press the Publish Button
On Publish the Project shall be submitted to the Project Manager for Approval

Editing a Project

To Edit a Live Project

Login via the Creator ID
Click on Projects
Access the Live Tab
Click on the Project Title
Make your Edits
To Save Edits press the Save button

by FundstakPro

Managing Users

This can be done via the Admin ID.

Type of Users

Following are the different types of users on fundstakPRO Social:

Creator: This is an Internal User who can create Social Projects on fundstakPRO for your organization. These Projects are sent to the Project Manager for approval.
Project Manager: This is an Internal User who can manage Projects and Campaigns. All New Projects, Project Edits, New Project Updates and Project Update Edits are approval by the Project Manager. The Project Manager can also Edit, Close and Archive Projects and Campaigns.
Finance: This is an Internal User who can view and manage all Transactions.
Admin: This is an Internal User who can Manage App Settings, Categories, Users and E-Mail Templates. The Admin User can also Create, Edit and Deactivate Internal Users.
User: This is a Front End User who creates an Account via the Front End of the website via Sign Up or Social Media such as facebook. This User can Donate and create peer to peer fundraising campaigns for the Projects created via the Creator ID.

Creating an Internal User

Login via the Admin ID
Click on Users
Select the User Type from the User Type dropdown
Enter the User's First Name and Last Name
Enter the User's e-mail address
Select a Country for the User
Press Create Account

Editing a User

This applies to Internal Users and Front End Users both.

Login via the Admin ID
Click on Users
Go the relevant User Type Tab and locate the User
Under Action click on Edit
You can make changes on all unlocked fields
Press the Update button to save changes

Deactivating a User

This applies to Internal Users and Front End Users both.

Login via the Admin ID
Click on Users
Go the relevant User Type Tab and locate the User
Under Action click on Edit
Un check the checkbox in the De-active option to Deactivate the User

by FundstakPro

Managing Project Categories

All Projects have to belong to a Category.
Project Categories can be managed by the Admin ID.

Editing Existing Categories

Login via the Admin ID
Click on Categories in the menu
Click on Edit next to Category Information
Select a Category from the Category drop down
Enter the new name of the Category in the Edit Category field
Press Submit to save changes

Creating a New Category

Login via the Admin ID
Click on Categories in the menu
Enter the Category Name in the New Category field under the Add New Category option
Press Submit

by FundstakPro

Managing Campaigns

Overview

This support article is for users of fundstakPRO Social. These functions can be performed by a Project Manager ID who is signed in. To manage Campaigns please click on the Campaigns link in the top menu.

Campaigns and Campaign Updates are un-moderated. Anyone can create a Campaign for a Project and if they Publish it, the Campaign goes Live instantly. Updates on Campaigns are also un-moderated.

You can manage campaigns via the Project Manager ID by changing the status of a campaign in any of the tabs.

Terms used

Projects: A crowdfunding project created by the Creator ID to raise funds.
Campaign: A peer to peer fundraising campaign created by a donor or any public user to raise funds for a Project.

Tabs explained

Draft: These are campaigns that users have created but have not yet published
Live: These are campaigns that are Live and can accept contributions
Fail: These are campaigns that have ended and did not meet their goal
Closed: These are campaigns that have been manually closed by a Project Manager ID
Archived: These are campaigns that have been manually archived by a Project Manager ID
Successful: These are campaigns that have ended and met or exceeded their goal

Closing a Campaign

To close a campaign:

Login via the Project Manager ID
Click on Campaigns
Go to the Live tab
Locate the Campaign and change its status to Archive or Closed status

by FundstakPro

Managing Projects

Overview

This support article is for users of fundstakPRO Social.

These functions can be performed by a Project Manager ID who is signed in.

To manage Projects please click on the Projects link in the top menu.

Terms used

Projects: A crowdfunding project created by the Creator ID to raise funds.
Campaign: A peer to peer fundraising campaign created by a donor or any public user to raise funds for a Project.

Tabs explained

Pending Moderation: These are the Projects that are pending for Moderation, they are currently not live on the site. There are two types of projects here:
- New Projects: These are projects that have not been published yet
- Edits: Edits to Projects are also moderation, if a Creator edits their Project the previously approved version of the Project is what stays live, if an Edit is approved the approved version replace the live version.
Live: These are Projects that are currently Live. Contributions can be accepted on Live Projects.
New Draft: These are Projects that are currently in Draft status that users have not yet submitted for approval.
Successful: These are Projects that are successful i.e. they have met their Goal.
Failed: These are Projects that have ended and did not meet their Goal.
Updates: These are updates to Projects that Creators have published and are pending for Approval.
Archived: These are Projects that have been manually closed by a Project Manager user.

Preview a Project

Please note that New Projects are moderated and Project Edits are also moderated.

To preview a Project simply click on the blue magnifying class next in the Action column. This shall open the screen that is visible to the Creator. To make changes simply edit the field. To save changes press the Save button at the end of the Preview Screen.

Publishing a Project

Please note that New Projects are moderated and Project Edits are also moderated. To publish a Project:

Go to the Pending Moderation Tab
Click on the blue magnifying glass to Preview the Project
Review the Project
To Publish please click on the Publish button at the end of the Preview Screen

Closing a Project

To close a Project simply press the Red Cross Button in the action column in the relevant tab. On success this Project shall be moved to the Archived tab. Archived Projects cannot accept contributions.

Please note that this action is irreversible and e-mails shall go out the Creator, Campaign Creators and the Backer Community.

by FundstakPro

Managing App Settings

App Settings can be changed via the Admin ID.
Please do not make any changes here unless you are absolutely sure of what you are doing.

General Settings

Website Name: This is the name of your website that is used in several pages, emails and page META.
Website Tagline: This is the tagline of your website, this is used in several pages, emails and page META.
Website Shortname: This is the abbreviated name of your website, used in several pages, emails and page META.
Support Email: This is the support email address shared on several pages, emails and page META.
Security Email: This is the security email address shared on several pages, emails and page META.
Client Location: This is used in Terms and Support Pages.

Branding

Upload Header Logo: This is the logo that you see on the top left of the website.
Upload Mobile Header Logo: this is the logo that you on the top left of the website, on mobiles only.
Upload Subheader background: This is the image you see after the top menu, it runs from left to right.
Upload Favicon: This is the icon that you see in the extreme top left of the screen on a PC of your browser, this should be in .ico format.

Email Settings

From Email: This is the email address that the system shall use to send out all emails (depreciated).
Front Email Name: This is the Name all Emails shall go from. This can be changed for any e-mail via the Email Setup that is accessible via the top menu.
Upload Email Logo: This is the logo that is used in emails.
Email Signature: This is used in some e-mails (depreciated).
SMTP Host: This is the outgoing email server of the From Email.
SMTP Port: This is the outgoing email server port of the From Email.
SMTP User Name: This is the Login ID of the From Email.
SMTP Password: This is the Password of the from Email.
SMTP TSL/SSL: If the SMTP Host and Port are TSL/SSL please check this check box.
SMTP Exchange: If the From Email is based on Microsoft Exchange Server please check this check box.

Social Apps

This area contains the links and ID's used by your facebook App and twitter App.

Webmaster Tools

Site Description: This is your Site Description that is used in your Page META.
Key words: These are your Site Keywords that are used in your Page META.
Organization URL: This is the URL to your official website, this is not the URL of your fundstakPRO Creative Portal.
Web Master Google: This is used for verification with Google Webmaster Tools.
Web Master Bing: This is used for verification with Bing Webmaster Tools.
Facebook Pixel ID: Enter your facebook pixel ID here.
Google Analytics Code: Enter your Google Analytics UA Code here.

by FundstakPro

Customizing Emails

Emails templates can be customized via the Admin ID. To access this feature:

Login via the Admin ID
Click on Emails Setup on the top menu

Types of Emails

System Emails: System emails go out to a user based on action
Service Based Emails: Service based emails go out to a based on a time or an event

De-activating an Email

Login via the Admin ID
Click on Emails Setup on the top menu
Select the Email from the -Select Email- drop down
Check on the Deactivate Email Checkbox
Press the Save Changes Button

Allowing Users to Unsubscribe from an Email

Login via the Admin ID
Click on Emails Setup on the top menu
Select the Email from the -Select Email- drop down
Check on the Allow Unsubscribe Checkbox
Press the Save Changes Button

All emails that have the Allow Unsubscribe checked shall have an Unsubscribe option for Users.

Editing Emails

Login via the Admin ID
Click on Emails Setup on the top menu
Select the Email from the -Select Email- drop down
You can edit From Email Name, Email Subject and Email Body
Press the Save Changes Button

Getting a Copy of an Email

If you wish to be copied when a certain Email goes out to Users

Login via the Admin ID
Click on Emails Setup on the top menu
Select the Email from the -Select Email- drop down
In the CC Emails field simply enter e-mail address or e-mail addresses separated by ;
Press the Save Changes Button

by FundstakPro

Managing Users

This can be done via the Admin ID.

Type of Users

Following are the different types of users on fundstakPRO Creative:

Creator: This is an Internal User who can create Social Projects on fundstakPRO for your organization. These Projects are sent to the Project Manager for approval.
Project Manager: This is an Internal User who can manage Projects and Campaigns. All New Projects, Project Edits, New Project Updates and Project Update Edits are approval by the Project Manager. The Project Manager can also Edit, Close and Archive Projects and Campaigns.
Finance: This is an Internal User who can view and manage all Transactions.
Admin: This is an Internal User who can Manage App Settings, Categories, Users and E-Mail Templates. The Admin User can also Create, Edit and Deactivate Internal Users.
User: This is a Front End User who creates an Account via the Front End of the website via Sign Up or Social Media such as facebook. This User can create Projects, contribute to Projects and create Peer to Peer campaigns for Projects.