Fundraising Page Setup Instructions
Please read carefully and completely through ALL the steps before proceeding to build your page.
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
- VIDEO DEMOS
- WRITTEN INSTRUCTIONS
- 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”)
- Using the Front-End “Visual Builder”
- Loading the Fundraising Page Template Into Your Page
- Page Editing Basics
- Adding a YouTube Video
- Adding a Vimeo Video
- Adding/Editing Your “Call to Action”
- Adding/Editing Text Modules
- Adding/Changing Images
- Adding New Modules or Template Elements
- 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.
Once approved for Fiscal Sponsorship with contract on file, register on this site for a Fundraiser Account (or Login).
Save your account login URL and credentials so you can make edits to your page later if you need to. This info will also be included in your registration email confirmation.
Watch this Intro Demo then continue with the written instructions and additional videos below:
Add a YouTube Video
Add a Vimeo Video
Add a Call to Action
Add/Edit Text or Text Modules
Add New Content Modules
Submit for Review /
Schedule for Future Date
Donation Form and
Donor Checkout Demo
Continue with Written Instructions below:
STEP 2-A: Go to “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: 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: Scroll up to the “Category” settings box (still in the right settings sidebar) and select your project’s category.
STEP 6: Click “Save Draft” in the “Publish” settings box.
STEP 7-A: Scroll back up to the top of the page and under the title, you’ll now see a URL/link. Click it.
This will open a preview of your page in another browser tab.
Note: This 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.
Once on the preview page, you’ll see a black admin bar at the top.
STEP 7-B: Click “Enable Visual Builder”.
STEP 8: Next, choose “Clone Existing Page”.
Wait for the next page to load (you’ll see the spinning dots):
In the upper-left of the popup window, click “Your Saved Layouts”.
Then select the “Fundraising Page Template”.
Give it a minute to load into your page.
STEP 9: Page Editing Basics:
Once the template has loaded, you should still be in “Visual Builder/Edit” mode. You can hover over the various elements and sections on your page.
When you hover over an element, it will highlight with a black-bordered box around it or otherwise change its opacity slightly so you can see which element/box is active. Click a box to bring up the settings panel for that element.
Click the Gear Icon to open the module settings popup window. Here is where you can edit the content for that module/element.
Click the green checkbox at the bottom-right of the popup to save the changes made to that module. Or click the red X to cancel.
Once you’ve closed the settings popup window and are back within the main Visual Builder screen, you can click a box once to bring up its settings panel icons, or if an element has text, you can click a second time in order to edit the text directly in the page (without having to open its Settings popup box). Note: you can only edit inline this way with text.
When you click an element to bring up its settings panel, you can delete the element by clicking the Trash Can icon.
STEP 10: Adding/Editing Videos:
At the very top of the page template, there are two video elements. The first is a YouTube video and the one below it is a Vimeo video.
Depending on where your video is hosted (YouTube or Vimeo), you can use the module that matches your video’s hosting location and delete the other one.
YOUTUBE VIDEO MODULE:
Click the YouTube video element (the template’s top-most module) to activate it and bring up its settings panel. Then click the Gear Icon to open its settings popup box.
Under “Video”, hover over the box and click the Gear Icon on the right.
Select “Insert from URL”. Use only “Insert from URL”. Most MP4 files will be larger than 1MB (too large to upload to the site).
Paste in your YouTube video URL and click the blue button on the bottom-right that says “Insert into post”.
Click the green checkbox to save your edits for that YouTube video module.
Be sure to click “Save Draft” often when editing your page. Changes made to modules in their settings popups are not applied to your page until you click “Save Draft” at the bottom-right of the page.
If you do not see the “Save Draft” button on the bottom-right of the page, click the purple circle with the three dots (bottom) to open the page settings and then you’ll see the “Save Draft” and “Submit” buttons on the right.
Watch a Video Demo of Adding a YouTube Video:
ADD A VIMEO VIDEO:
The Vimeo video element is the second video module, under the top one. Click it to bring up its settings panel. Then click the Gear Icon to open its settings popup box.
This module is a “Code” module. It has embed code for a Vimeo video.
Open your Vimeo video page in a new browser tab and click the “Share” button (paper airplane icon).
You DO NOT want to copy the Link in this case. You want to copy Embed code, but just the “iframe” portion (<iframe… to </iframe>), not the <p>…</p> after it.
Click back to your fundraising page, delete the placeholder code in the gray box, and paste in your video’s iframe code.
Click the green checkbox at the bottom of the settings popup to save your module edits. Then click “Save Draft” to apply your changes to your page.
Watch a Video Demo of Adding a Vimeo Video:
STEP 11: Adding or Editing a “Call to Action”:
A Primary call to action might be something like “Donate today! Be a part of creating a world-changing film.”
A Secondary call to action might be “Your tax-deductible donation can help change the world.”
We recommend sincere calls to action that convey the focus and goals of your project.
The template has a Call to Action box under the video modules.
When the Visual Builder is enabled, click the Call to Action element to bring up its settings panel, then click the Gear Icon to open its settings popup window.
Or you can just click twice inside the element to edit the text directly within the element.
Remember to click “Save Draft” when done (after which, you can continue making edits).
Watch a Video Demo of Adding/Editing a Call to Action:
STEP 12: Adding/Editing Text Modules
STEP 13: Adding/Changing Images:
The template has several placeholder images. To change an image, click the image element to bring up its settings panel, then click the Gear Icon to open its settings popup window.
Under “Image”, hover over the image preview and click the Gear Icon on the right.
Upload your image or select one from your Media Library.
Click the blue “Upload an image” button on the bottom-right to add that image to the image element you’re working on.
Click the green checkbox to save your changes for that module.
IMPORTANT: Remember, you must click “Save Draft” to apply changes to your page.
Watch a Video Demo of Adding/Changing Images:
STEP 14: Add new modules or placeholder elements from the template:
STEP 15: Submit your page for review:
Once you’re finished with your page edits and added your content, click “SUBMIT” (lower-right of the page).
If you don’t see that button on the bottom-right of the page, click the purple circle with the three white dots at the bottom to open page settings and you’ll then see the “Save Draft” and “Submit” buttons.
Clicking “Submit” 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.
SHARE 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 16: (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.
Watch a Video Demo of Submitting Your Page for Review and Publishing at a Future 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 a progress bar of dollars raised toward your total goal (as shown). If you would like to hide the progress bar or change your preset donation amounts, please email to make the request.
Watch a Video Demo of Your Donation Form and Donor Checkout:
Ready to Create Your Page?
For questions about Fiscal Sponsorship with From The Heart, please visit the Contact page on the main website: