Hello! In this video, we’re going to learn all about Campaign Site progress bars.
Progress bars are simple, but possibly the most important tools of a campaign site—they enable your supporters to stay updated as they collectively work towards a goal.
Add them to pages with goals, including your campaign homepage, your fundraiser pages, and team pages.
Funraise's homepage default template will contain a progress bar combined with a banner. You can remove this section if you have a different design in mind and then add another progress bar section anywhere on the page.
To add a new progress bar, click the plus sign to open the section library and select Fundraising. Here we can see a few sections with progress bars that can be added to our page.
Okay, now that we know how to add progress bars, let’s learn how to edit them.
A progress bar on your homepage will use your campaign goal as the progress bar goal amount. You can set your campaign goal from the site’s universal settings.
It’s good to know that the progress bar in your site editor may not reflect your actual campaign goal or progress. This is just a preview of the design; your live site will display your actual goal and progress.
Progress bars work like any other section… for example, we can edit the color theme settings for the background and for the progress bar card. We can also edit the details of the progress bar.
When editing a progress bar, you can configure which items display in the layout. The progress bar, total raised, and goal amount will always be displayed, but you can choose to show or hide several other items.
The impact tracker is an optional counter that can help supporters understand how funds raised will impact a specific program.
For example, if you’re planting trees and it costs $5 to plant a tree, you can enter $5 in the Per Project Cost field. In the project description, add “Trees Planted”. Now you can see a new counter that displays the real-time impact of our campaign—the number of trees that will be planted, based on the amount raised.
Alright, before we move on… it’s good to know that buttons in your progress bar will function like any other buttons on your site. You can change the button style, text, and button type: either launch a donation form, link to the fundraiser sign up page, or link to a custom URL.
Great! Now we know how progress bars will function on our homepage. Let's take a quick peek at a fundraiser page template to learn more.
We can access our fundraiser page template from the page selector in the site editor's top bar.
This is our fundraiser page template, it’s where we can configure the design and layout of individual fundraiser pages.
The default progress bar on a fundraiser’s page is not editable. This area displays content that the fundraiser enters, including their name, page title, appeal text, and profile image. The progress bar here will reflect the fundraiser’s personal goal amount.
Although this progress bar can not be individually edited, you can configure the section color, although in most cases we recommend leaving this area with a white background.
And quickly, if we jump to our team page template, we’ll see that the progress bar on the team page will function similarly to the progress bar on the fundraiser’s page.
Alright, that’s how to edit progress bars on your campaign site. Now, let’s learn how donations on your site will be assigned to these different progress bars.
In the simplest case, let’s say a single page campaign site that does not have peer-to-peer activated. A donation to that page will count towards the Page Goal and appear in the page’s progress bar. And remember, the total goal amount for this progress bar is defined in our campaign site universal settings.
As a side note, donations that count towards a page’s progress bar will also appear in that page's recent donation feed.
Ok, so now let’s say we have peer-to-peer activated on a campaign site; it’s a bit more complex, but logical. Peer-to-peer page goals follow a hierarchy.
So a donation to an individual fundraiser’s page will be applied to the fundraiser’s progress bar and will roll up to the fundraiser’s team progress bar (if the fundraiser is on a team) and to the campaign site’s homepage progress bar. That’s because we’re all working together. A donation to any fundraiser’s page will always roll up to count towards the overall campaign goal.
We’ll spend just a moment more learning about how you can add a donation to a specific page goal. This is a pretty common task for a peer-to-peer campaign.
Let’s say you have a donor who sends in a check, but would like their donation to be applied to a specific fundraiser’s page. Great!
When you create that Transaction in the Transactions section, you can select a page goal. Just search and select the page to which you want to apply the donation .
Now this donation will count towards the fundraiser’s progress bar, their team’s progress bar (if the fundraiser is on a team), and of course, the campaign site’s homepage progress bar.
You can also edit the page goal settings for an existing Transaction.
Alright! Now you’re an expert on Funraise’s progress bars. Have fun!
