SayPro Crowdfunding Platform Setup Template.

This template is designed to guide the SayPro team through the process of setting up a crowdfunding platform. It ensures that all necessary components—such as platform selection, branding, content, and payment setup—are completed and aligned with SayPro’s objectives for the campaign. By following this template, the team can configure the platform in an organized and efficient manner, ensuring no critical aspects are overlooked.

Crowdfunding Platform Setup Template

1. Platform Selection

Objective: Choose the most suitable crowdfunding platform that aligns with SayPro’s goals, target audience, and campaign requirements.

• Platform Name(s):
  • Kickstarter
  • Indiegogo
  • GoFundMe
  • Patreon
  • Other (specify): ___________________
• Reason for Selection:
  • Fits campaign objectives (e.g., creative project, nonprofit, etc.)
  • Large, engaged audience
  • User-friendly interface
  • Compatible with payment methods required
  • Analytics and tracking tools
  • Other (specify): ___________________
• Platform Customization Available:
  • Branding customization (logos, banners)
  • Funding goal setup
  • Campaign structure (rewards, timelines, etc.)
  • Integration with social media and email platforms
  • Payment gateway support (credit card, PayPal, etc.)
• Platform Fees and Costs:
  • Platform fee percentage: _______________
  • Payment processing fee: _______________
  • Additional costs: _____________________

2. Branding Setup

Objective: Ensure the platform’s appearance aligns with SayPro’s brand identity.

• Logo Upload:
  • Upload logo image file (resolution: 300px x 300px or higher)
  • Confirm logo fits within platform’s dimensions and guidelines
• Banner Image Upload:
  • Upload campaign banner (recommended dimensions: 1200px x 500px)
  • Confirm visual alignment with campaign messaging
  • Ensure banner is optimized for both desktop and mobile devices
• Campaign Color Scheme:
  • Primary color(s): ________________________
  • Secondary color(s): _______________________
  • Font types and sizes for headings and body text: __________________________
• Branding Guidelines Compliance:
  • Ensure all content adheres to SayPro’s brand identity (consistent fonts, colors, logo usage)
  • Check visual consistency across the crowdfunding platform and other marketing materials

3. Content Setup

Objective: Configure the crowdfunding page with clear, engaging content that explains the project and motivates potential backers to contribute.

• Project Title:
  • Campaign title (ensure it is concise, compelling, and includes keywords): ______________________
• Project Description:
  • Overview of the project or cause
  • Explanation of how funds will be used
  • Clear, engaging storytelling that connects with the target audience
  • Campaign goals and impact (why backers should contribute)
  • Call-to-action (CTA) encouraging contributions
• Funding Goals:
  • Total funding goal: ______________________
  • Breakdown of how the funds will be allocated (e.g., 50% for production, 30% for marketing, 20% for rewards)
  • Timeline for reaching funding goals (e.g., 30-day campaign, 60-day campaign)
• Reward Structures (if applicable):
  • Define different contribution tiers (e.g., $10, $25, $50, $100, etc.)
  • Specify rewards for each tier (e.g., exclusive updates, thank-you cards, early bird access)
  • Ensure rewards align with the campaign’s overall message and backer expectations
  • Define shipping and fulfillment details for physical rewards
• Campaign Timeline:
  • Campaign start date: ______________________
  • Campaign end date: ______________________
  • Milestones (e.g., “Funded 25% in 3 days,” “Reach 50% of goal in 10 days”)
• Media Content:
  • Upload campaign video (recommended length: 2-3 minutes)
  • Upload images (minimum of 3 high-quality images representing the campaign)
  • Upload infographics or charts (if relevant to communicate goals or budget)
  • Ensure all content aligns with the brand and conveys the campaign’s mission effectively

4. Payment Gateway Setup

Objective: Set up secure payment processing for backers to contribute easily via various methods (e.g., credit card, PayPal, direct bank transfer).

• Select Payment Methods:
  • Credit/Debit Cards
  • PayPal
  • Stripe
  • Apple Pay/Google Pay
  • Other (specify): ______________________
• Ensure Payment Gateway Compatibility:
  • Verify payment gateway integration with crowdfunding platform
  • Confirm security protocols (SSL encryption, PCI compliance)
  • Ensure ease of use for backers when making contributions
• Payment Confirmation and Receipts:
  • Set up automatic email receipts for contributors
  • Include backer name, contribution amount, and campaign name in the receipt
  • Ensure transparency by displaying fees or processing charges during checkout
• Currency and Payment Options:
  • Select the currency for the campaign (e.g., USD, EUR, GBP)
  • Set up any additional payment processing options based on geographic reach (e.g., international payment methods)
• Refund Policies:
  • Define the refund policy clearly (e.g., “No refunds after campaign ends” or “Refunds only for failed payments”)
  • Ensure the policy is easily accessible to backers

5. Campaign Analytics and Tracking Setup

Objective: Set up tools to track and monitor campaign performance in real time.

• Google Analytics Integration:
  • Install tracking code on the crowdfunding page
  • Set up conversion goals (e.g., donations, email signups, shares)
  • Enable eCommerce tracking to measure transactions
• Social Media Tracking:
  • Add social media sharing buttons to the campaign page
  • Integrate UTM tracking codes for tracking traffic from social media campaigns
• Crowdfunding Platform Analytics:
  • Confirm that platform analytics tools are enabled (e.g., tracking backers, funding progress, milestone achievements)
  • Set up automated reports to track metrics like page views, donations, and conversions

6. Final Review and Go Live Checklist

Objective: Perform a final review to ensure everything is ready before launching the campaign.

• Branding: Confirm logo, banner, and color scheme are correctly implemented and aligned with SayPro’s branding guidelines.
• Content: Verify all campaign descriptions, funding goals, reward structures, and timeline are complete and compelling.
• Payment Setup: Confirm payment methods are properly configured, secure, and functional.
• Analytics: Ensure tracking tools and analytics are set up for performance monitoring.
• Test: Run through the entire donation process to ensure all functionalities are working smoothly (payment, confirmation, etc.).
• Go Live: Once everything is reviewed and approved, make the campaign page live.

Conclusion

This SayPro Crowdfunding Platform Setup Template ensures that all aspects of the crowdfunding campaign are well-configured and aligned with the overall strategy. By following this template, SayPro can ensure that the platform is ready for launch, with branding, content, and payment options properly set up. It also provides a clear structure for tracking campaign performance and making any necessary adjustments to improve results.