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Five Steps to Set Up a Campaign

Step 1: Campaign Page Appearance

Step 1 sends you straight into the art, the visuals, the “Wow” elements. For the non-artists out there, first, there’s no such thing – we all have it in us! We all know what a good and bad web page looks like. And second, it’s actually super easy to make a good looking page. All you need is a logo, two colors that look good together, and an awesome photo to put front and center.

To begin, you can watch the overview video below, or start scrolling.


Visual Elements

Page Logo

Upload your organization’s official logo, if you have one. For best results, use a “.png” or “.jpg” image that is at least 100px wide and 100px high.

If you don’t have an official logo, you’ll still need to add something here. Otherwise, the default IgniteCX logo will display. You can create a simple version of a logo using Word, or a program like it, by typing in the name of your group, formatting it with your preferred size and font, taking a screenshot, and then uploading that screenshot. If you’re having trouble with this, feel free to contact us at support@ignitecx.com, and we’ll be happy to help you.

Feature Image or Video

This could be the most important visual you add to your page. Images and graphics capture people’s attention much faster than text and words. Since this feature image takes up the majority of the screen, this is your first (and could be only) chance to inspire emotional support to your cause.

Use a great photo or video to invite people into the heart of your cause. Get people excited. Tug on their heart strings. Make people laugh. Show them people they know. Once you do that, they’re more likely to browse the other elements of your page more in depth.

  • For an Image. Recommended minimum image height is 466px, and minimum width is 700px. The recommended file size is between 600 KB and 1200 KB.
  • For Video. Simply upload your video to Youtube or Vimeo, and then copy in the link.

Additional Video Link

If you have more than one video to help tell your story, you can upload a second one here. Feel free to leave this blank.

Gallery Images

Gallery images complement your feature image in the effort to invite people into your story or cause. People especially love seeing themselves, or people they know, so this is a quick and easy way to grab people’s attention, emotions, and support.

Both vertically and horizontally oriented photos work well here. We recommend photos 800 to 1200 px wide, with a file size between 600 KB and 1200 KB.

Social Media Image

This is the image that appears when you share this link on social media or other sharing platforms, as well as your organization’s homepage. The system will automatically optimize and resize your image.

Page Colors

You can select two custom colors to enhance the visual experience of your page. As you select your colors, the “Page color preview” area will give you a feel for how these colors look and feel together, before you save and continue.

  • Primary Content Color. This sets the color of buttons and links. For darker colors, we recommend setting white as your button text color. For lighter colors, black shows up much better.
  • Secondary Content Color. This sets the color for your progress thermometer (should you choose to display it) as well as your header bar (the thick, horizontal line appearing at the top of your page, just below the logo image).

Note: If you are unable to change the Primary and Secondary Content Colors, your System Administrator has preset these colors for you.

Text Elements

Campaign Name

Give your campaign a unique, memorable, and specific name. Help your supporters easily identify the purpose of this campaign, such as “New Girl’s Basketball Uniforms,” “Homecoming Alumni Apparel,” etc.

For campaigns that you may need to repeat again in the future, such as uniforms order forms or raising funds for yearly retreats, consider adding specifics to the title, such as the year of the campaign. That will simplify the cloning process, and keep your supporters from getting confused.

Header Text

This text is featured front and center of the page, so it’s the first text your supporters will see on the page. This is your chance to make a great first impression, and in less than 55 characters.

Short Description

This block of text appears just below your feature image. Think of it like your 15 second elevator speech, your call to action, or your thesis statement. It’s your opportunity to share the essence of your campaign’s goal or purpose, and in less than 160 characters.

Some examples:

  • The official merchandise store for the IgniteCX alumni association
  • Looking for Lacrosse Spirit Gear? You’re in the right place! Get your apparel in time for our next home game.
  • Show your support for the IgniteCX debate team, help us travel to nationals!

Long Description

This is the place to describe your campaign in as much detail as you need. You can tell your story from beginning to present day, how you got to where you are, where you’re hoping to go, and how your supporters can help.

Example: “Our orchestra received the greatest honor this year: a personal invitation from the Queen of England to perform in a special celebration. Please help us experience this once in a lifetime opportunity to participate in this rare invitation and international celebration.”

Step 2: Campaign Details

The second step is a mechanics step, where you’ll set your fundraising goals, decide how your page will function, and designate key contact information.

Campaign Type

You can set your campaign to either sell products or accept donations. Or, you can do a combination of both.

Break-Even Campaigns

If you’d like to simply sell your items at cost, you can set up a break-even campaign. This enables groups to provide merchandise at a very low-cost, ideal for people not interested in raising money, but needing to collect giant group orders, sell uniforms to members of a specific organization, or distribute apparel to members across the country.

Goal [Amount]

This section allows you to set your target money goal. If you’ve decided to display the progress thermometer on your page, your goal amount will be displayed as well. Otherwise, this number will not be visible, and will simply help with reporting.

Setting a target money goal is often not as easy as you might think. Check out our Best Practices for Campaign Success article for some tips.

Credit Card Descriptor

The credit card descriptor is what your customer will see on their credit card statements. Because of the delayed transaction time, it’s important to choose text that will immediately remind the customer of their donation or purchase. You could mention the purpose of the campaign, the organization name, school initials, or anything that will make the immediate connection for them. For example, think “MU Hockey” rather than something vague like “Nationals Fundraiser.”

Campaign Contact

Here you can designate a contact person (which can be you, the campaign builder) to field any questions or comments that a supporter might have. The phone number is for us, in case we need to contact you about questions for customer orders.

You can also choose to have the Campaign Contact notified whenever a contribution is made to the campaign. This is especially helpful if you, or the campaign contact, are not planning on checking the campaign reports regularly.

Campaign Page URL

You get to add a custom identifier, specific to your campaign, to our standard URL. Each URL may only be used once, which is important to remember if you’re hoping to repeat this campaign again in the future, or regularly. For recurring needs, consider adding the year or date to your URL.

For example, if you need to sell football uniforms every year, tack on the year to the end of your text so that you can reuse it next year with a different date: “newfootballuniforms2017.”

Campaign Visibility

You can decide whether your campaign is accessible from your organization’s homepage in the “Our most recent examples” section.

If you prefer to have your campaign “Unlisted,” only people with the link will be able to access it.

Thermometer Visibility

If you’re raising funds, displaying your thermometer is a great way to communicate your progress and needs.

If you’re simply setting up an online order form or pop-up store, you can hide this feature.

Step 3: Build Your Store

The Design Tool

If you don’t recognize the design tool in the video above, you may be working with an older version of IgniteCX. This video might be more helpful:


The Item Pricing Calculator

The calculator in the design tool reflects the estimated potential profit for an item based on your design, item price, and quantity you hope to sell. Your actual gross profit for this item, which includes any potential rebates, will be based on the total quantity your supporters have ordered by the campaign end date.

Here’s how it works:

  • The Minimum (break-even) Price is the minimum price required to cover the product, printing, and transaction costs.
  • You must Set Your Price at the minimum (break-even) price or higher.
  • The Base Cost of an item includes your selected item with one location and one color imprint.
  • Additional Costs are calculated if you add more than one color to your one design, or more designs to different locations.
  • The Minimum Gross Profit = [(your sales price) – (the minimum break-even cost)] x (the Quantity You Hope to Sell). Note: This is an estimate and does not account for transaction fees.

Note: Each item you add to your Campaign Store has a 12 piece minimum. Any item that does not sell at least 12 pieces by the campaign end date will not be printed. Any 2x/3x size shirts ordered will have a $2 cost added to the shirt.

Your Item Description

Before finalizing your item design, you’ll be prompted to change your item name and description. The default item name comes straight from the warehouse, so it’s boring and way too long. Give your products your own awesome title.

For example, think about arriving to a page with an item called “Not a Morning Person” vs. “IGNITEPRO5000 5.4oz. Gildan Heavyweight Cotton T-Shirt,” which shirt would you be more interested in?

Shipping Options

You can set up your campaign store to deliver directly to purchasers, at a central location, or both.

  • If you’d like to ship items directly to supporters, all items will be shipped to the address provided by your supporter upon checkout. It will also add an additional shipping fee.
  • If you’d like to have all items delivered to a central location, you can control how and when your supporters receive their items, perfect for teams, events, launches, or groups that meet regularly. Items will ship within 7-10 days of your campaign end date, so remember to factor that in when setting the pick up date and time.
  • If you’d like to offer both options, supporters can select their preferred shipping method upon checkout.

Design Team Support

Our team of experts reviews all artwork and makes sure that everything is production ready before your campaign goes live.

They’re also here to help with your actual design, if you need it.  So, whether you know exactly what you’re looking for in your design, or you’re not yet as far as a napkin sketch, we’re here to help!

If you need help with our design beyond getting it production ready, then follow these steps:

  1. Select the product you’d like from the catalog.
  2. Put placeholder art or text on that item in the design tool.  If you know that you want a three color design, then put in three elements that represent those three colors.  You could literally put in three lines of text that say, “Color 1, Color 2, Color 3”, each in the three colors you want.  Why this is important: this will set up our back end calculations accurately prepare your pricing – pricing is determined by the number of colors you end up using in your design.  If you’re not sure, totally fine!  We can always update this later.
  3. Complete the campaign creation steps all the way to Step 5, and submit your designs for approval (yes, even if they’re not ready yet!).  This will alert our design team that you’re ready for them to step in and start reviewing your designs.
  4. Shoot an email over to design@ignitecx.com with your Campaign Name, Campaign ID, and notes on your design.  For example: You need help changing the color of your design, punching out the white background, removing some elements from the .png file you have, etc.
  5. Our design team will reach out within one business day with notes and any clarifying questions they may have.

Watch the video to find out more.

Uploading Your Own Product

Some IgniteCX organization accounts allow you to add your own products into your campaign store. To do this, be mindful of pricing details, visuals, and product distribution (see the next video below for shipping details).

Click here to access the Estimated Profit Calculator Excel file as shown above.

Set the shipping details:

Step 4: Funds Recipient

Your group or organization can receive its money in one of three ways:

  • You set up a direct deposit, or
  • We write you a check, or
  • You set up a break-even campaign, so you don’t get paid (because you sell your items at cost, so you can have the best possible prices).

This step also determines other important Funds Recipient details, as well as important contact information should we have any questions about money details. Remember, your system administrator will approve these details before you can publish your campaign.

Learn more about money details here.

Step 5: Publish Your Campaign

Before you can publish your page, you’ll need to make sure all three items in your Campaign Checklist are completed:

  • Item Design Approvals. The IgniteCX design team reviews all art to make sure it’s ready for production.  This process involves creating official proofs, as well as taking care of licensing approvals (if they’re needed for your art).  All you have to do is click the “Submit for Approval” button and wait, we’ll take care of everything for you.  Please leave 2-5 business days for the design team to get back to you. Also note: publishing your page serves as your official approval of the item design.
  • Funds Recipient Approvals. Your system administrator will need to approve the details you set during the money details step, including how the money will be sent to you. An email was sent to your system administrator the second you completed your form. If you don’t hear back in 1-2 business days, you can re-submit your request from this page.
  • Campaign Target Date. Your campaign will close at 11:59 PM Pacific Time on the date you choose.

You can also review all other features of your campaign from this page. Once you’re happy with your final page, and once all of the above three items are checked off, you can publish.

Any changes you may need to make while your campaign is live can be made straight from this summary page.

Updated on July 26, 2019

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