BASIC Fundraising Page Setup Instructions
(using the Default WordPress Page Editor)
*These instructions are for users who need to keep things simple or may not be as comfortable with technology.
This approach uses the default WordPress page editor, which has a basic editing experience, instead of the Divi Visual Builder, which offers more design options but has a steeper technical learning curve.
Please read carefully and completely through ALL the steps before proceeding to build your page.
*If you’ve already read the introduction and requirements, skip to page-setup steps »
IMPORTANT: In order to create a fundraising page, your project needs to be Fiscally Sponsored (with application and signed contract on file with From The Heart). Learn about or apply for Fiscal Sponsorship HERE.
If you have been approved for Fiscal Sponsorship and are ready to set up your fundraising page, the following instructions will guide you through the process.
TABLE OF CONTENTS:
- A Great Fundraising Page
- What You’ll Need for Your Page
- Page Recommendations
- Donation Email Notifications
- Donations Reports
- Fundraiser Registration and Prerequisites
- PAGE SETUP STEPS
- Adding Your Fundraising Page
- Adding Your Page/Project Title
- Adding a Featured Image (required)
- Select Your Project Category (“Documentary”, “Feature”, “Short”, etc. The default is “Other”)
- Page Editing Basics
- Adding an Image or Video
- Submitting Your Page to Admin for Review
- Scheduling Your Page to Be Published for a Date in the Future
- Editing Your Page After It’s Published
- Unpublishing or Deleting Your Page
- Your Page’s Donation Form
- Technical Support and Contact Info
A Great Fundraising Page:
A great fundraising page will include a pitch video, a main image (or thumbnail over your video), additional images, a compelling story with a call to action. The pitch video is the single most important element of your fundraising campaign. It’s essentially your elevator pitch that conveys to potential donors who you are, what your film is about, and why people should care enough to fund it. Keep it to 2 ½ to 3 minutes.
Under that should go text that tells your story, and offer additional details about the project, such as a breakdown of the budget, a synopsis, and cast and crew bios. Explain who you are and why you are trying to raise the money. Include pictures and infographics.
What You’ll Need For Your Page:
- Project/Film Title (required)
- Project category – please choose one: Documentary, Narrative Feature, Short, TV/Web Series, Podcast/Radio, Event, or Book.
- Link to your video (YouTube or Vimeo ONLY) (optional, but highly recommended)
- Main Image (can also serve as the thumbnail over your video)
- A sincere Call to Action that represents your goals for your project (recommended)
- Fundraising goal amount for your campaign (optional).
- Description of the project, synopsis, etc. (highly recommended)
- Info about the crew/filmmakers (recommended)
- Additional images (from the film, behind the scenes, of the crew, etc.) (highly recommended)
Enter the main information about your project below your video and call to action.
Make sure your Call to Action and the first few sentences of your text both capture the audience’s attention and inform them about the film/project.
Here are some items to consider for your page content:
- Answering the “Why” – Why are you making this film? Why are you raising funds? Why should someone support this?
- Cast and Crew Information
- How you plan to spend the money you will raise (be as detailed as possible)
- Social media links
- Additional images and videos (previews, stills, crew, etc.)
- Incentives for donating
- Marketing / Distribution Plan
- A final Call to Action
We recommend including at least a description of your project, several additional images, and info about the filmmakers, as these minimal elements (and the others listed above) can help engage potential donors.
Donation Email Notifications:
You will receive an email notification for each donation made through your projet’s page. Only one email address can receive notifications. The email address associated with your Fundraiser Account on Fund My Film will be used.
Payments are issued via check every two weeks. Project donations received from the 1st through the 15th are paid by the 23rd of the month. Donations received from the 15th through the end of the month are paid by the 8th of the next month.
Payments include your total donations collected for that period minus the applicable fees*.
*Fees = 7%
Our fee is 7% to the filmmaker, but we ask for 10% from the donor, which they have the option of covering at checkout—the 3% helps cover our payments to you for the cost of the platform.
Fees cover Fiscal Sponsorship, the Fund My Film platform, and credit card processing fees, as well as accounting and project/page support services.
Donation/donor reports will be sent with your bi-monthly payout checks. Summary donation reports will not be sent from the Fund My Film website.
Note about images:
All image uploads must be 1 MB or less in file size. It is best if image width is between 1000px–2000px, especially for your main image or video thumbnail. Other images can be smaller width.
You can use Photoshop or another photo editing program to change image dimensions (raw images are usually huge) and to compress/export to a JPG at medium quality. This will give you the file-size you need to upload your image to your page without restriction. Most images should be around 100-500KB if you want your page and images to load quickly.
One such free online tool is Resize Photos »
Registration and Prerequisites:
If you haven’t done so already, apply for Fiscal Sponsorship.
Your account will be created within 2 business days and a confirmation email sent to you with the login URL and your credentials.
Once received, save your account login URL and credentials.
Continue with Page Setup Steps below:
STEP 2-A: Go to “My Fundraising Pages”
When logged in, from the My Account page, click “My Fundraising Pages”.
This will take you to the back-end of your account to create a new fundraising page.
STEP 2-B: Click “Add Fundraising Page” at the top of the page.
STEP 3-A: Add your project’s title (your film’s title)
IMPORTANT: This must be the title we have on file for your project, what you entered on your Fiscal Sponsorship application.
This is critical. We must be able to find the title on the books to write the check.
STEP 4: In the right sidebar, there are several settings boxes. Scroll to the bottom to find the “Featured Image” box.
Click “Set featured image” and upload an image that represents your project (film poster, etc.). This image is what will show in Search results for your page and on the main Category Listing page (i.e., “Documentary Films”).
Note: your ‘Featured Image” width is best between 1000px–2000px wide. Images must be compressed down to a file size of 1 MB or less in order to upload.
Once uploaded, click “Set featured image” (blue button on the bottom-right).
STEP 5-A: Scroll up to the “Category” settings box (still in the right settings sidebar) and select your project’s category.
STEP 5-B: Under the “Divi Page Settings” box (in the right settings sidebar), leave ‘Page Layout’ as ‘Right Sidebar’. (Do not set to ‘No Sidebar’, ‘Fullwidth’, or ‘Left Sidebar).
You need to keep this setting as “Right Sidebar” so your donation checkout form can be added to your page when it is reviewed and approved.
STEP 6: In the Publish settings box, click “Save Draft”.
STEP 7-A: Adding content in the WordPress page editor.
The section in the screenshot above that has a red rectangle around it is the “WYSIWYG” editor. This stands for “What You See Is What You Get”.
This means that what you add inside this back-end content editor is typically similar to the layout and formatting that will appear on the live page as well. It is not exact, but it will give you a general idea of the final layout.
STEP 7-B: Once you add content, in the right sidebar settings under Publish, click “Preview”.
This will open a preview of your page in another browser tab.
Note: The preview URL is not the final live URL of your page because it is not yet approved/published. If you shared this URL, visitors would not be able to see your page and would see a “No Results” 404 page.
You can continue making edits to your page and then re-click Preview and the Preview tab will reload again to update the preview with the new edits you made.
Don’t forget to click Save Draft!
STEP 8: Click ‘Save Draft’ each time you make edits.
STEP 9: Add an Image or Video
Click the “Add Media” button above the main content editor to add an image or video.
To add an image, click Upload Files > Select Files, or you can choose an image already in your Media Library.
Upload your image file, click Upload/Save, and once it finishes uploading, make sure that image has a checkmark on it and then click the blue “Select” button at the bottom-right.
NOTE: The maximum file upload size is 1MB. Please compress your files. You can use Photoshop or Resize Photos »
To wrap text around an image, before you click ‘Select’ or “Insert into post”, under “ATTACHMENT DETAILS”, you need to change the image’s ‘Alignment’ settings from “None” to ‘Left’ or ‘Right’.
Then click “Select” or “Insert into post”. The text will now wrap around that image.
To add a video, click “Insert from URL” on the far-left, then add your YouTube or Vimeo video URL in the field.
Click the blue “Insert into post” button at the bottom-right.
Only use “Insert from URL”. Most MP4 files will be larger than 1MB (too large to upload to the site).
NOTE: Your video must be viewable to the public. If you have a password on your video, please remove it.
Don’t forget to click ‘Save Draft’!
STEP 10: Submit your page for review:
Once you’re finished with your page edits and added your content, under Publish, click “Submit for Review”.
Clicking “Submit for Review” will submit your page draft to admin for review. Admin will receive an email notification when you click Submit and will review your page and publish it as quickly as possible. Usually in 1-3 business days.
SHARING YOUR PAGE: When your page is approved, it will be published automatically. You will receive an email notification and you can now start accepting donations. The email notification will include the page’s URL, along with instructions to create a “Donate” button on your website, emails, or other marketing materials. The Donate button should link to your fundraising page.
Step 11: (Optional) Schedule your page to publish at a future date:
Once your page has been approved/published, you can login to your account, go to your page, and schedule it for a future date if you want.
Once logged in, go to “My Fundraising Pages”.
Click the title of your project/page to open the back-end page editor for your page.
In the right sidebar, in the “Publish” settings box, you’ll see the current “Published on:” date. You can change that date to a future date when you want to page to be published.
Click “OK” below that, then click the blue “Update” button. Your page will now be published on your specified date.
Additional Notes About Managing Your Fundraising Page:
EDITING AFTER PUBLISHED:
You can always go back and edit your page after it’s initially approved/published. You do not need to re-submit again for review.
YOUR PAGE’S DONATION FORM:
You cannot edit the Donation Form for your page. When you submit your page for review, admin will create your project’s donation form and add it to your page. By default, your donation form will have the below preset donation amounts and show the option to make the donation a ‘recurring’ donation.
By default, there is no progress bar of dollars raised toward your total goal and no mailing address collected from donors.
Ready to Create Your Page?
For questions about Fiscal Sponsorship with From The Heart, please visit the Contact page on the main website: