The Hub is a new centralized dashboard that helps you manage all aspects of your fundraising campaigns. This article will walk you through what's changing and how to use the new features.
What's new?
- An overview dashboard with your campaign totals and performance
- Quick access to your guest list, payments, and communications
- A helpful to-do list to guide your campaign success
- Streamlined options to edit and share your campaign
Keep reading for more details and some sneak peeks!
What's changing?
While we're changing how you access some of Zeffy's tools and adding new ones, we want to assure you that you still have access to all the features you know and love! We've created a little guide to prepare you for the changes below.
1) Accessing your forms and viewing their progress
Access to your forms has been updated for a more visual and modern look! On your Forms Page, you'll be able to view all your active campaigns, events and other fundraisers. We've updated the view so you can see your progress, like your total raised and number of sales in a quick glimpse.
To get to your campaign payments, you can click on the campaign - this leads you to your Hub! All your actions are still available in the menu on each campaign.
2) Accessing all payments
You can still access your payments across all your forms through your Home Page, by clicking on 'View all payments' or through the Payments section in the Navigation menu.
On your payments table, you'll still have access to all the same filters, and the ability to add payments and export your data.
3) All your actions at the tip of your fingers!
Once in your Campaign Hub, you can easily edit, share or view your campaign.
You'll also have access to your campaign overview, your payments, guest list (for events) and communications.
4) Visitors centralized with your campaign
Your visitors will now appear in your Campaign Hub, in the payments section, under the 'incomplete' status. You can select your visitors and contact them to encourage them to complete their gift. You'll be able to see if you've contacted them before in the 'details' section of the table.
Check out what's new to make the most of your campaigns
Updated Home Page
We've revamped the page to give you easy access to your most recent campaigns, with an overview on your progress and to-do's.
We've also updated your total raised graph - use it to share your progress with your team, board and supporters.
Campaign Overview
- Total amount raised
- Number of tickets sold (for events), number of donations, sales, etc.
- Breakdown of ticket types and amounts
- Quick stats about your campaign performance
Campaign To-Do's
- Track important campaign tasks
- Get reminders for key actions
- Follow best practices for campaign success
- Stay organized throughout your fundraising
Campaign Communications
We've added new email types catered to your campaign, so you can invite your supporters, keep them updated of your progress and send a thank you once the campaign has ended.
