The Fund It tool contains a number of settings that you can configure. Here's a detailed explanation of them.

Basic

  • Activity Status - allows the User to set the Fund It tool to either an active (on) or inactive (off) state. The status automatically defaults to ‘on’ when the tool is added to the page.
  • Activity Title - gives the Fund It tool a title that is used to identify the activity in the Reporting area of the Dashboard. This can also be used to create a user prompt or question.
  • Display title - optionally displays the title to visitors.
  • Activity Description - provides a description that can be used to provide further information about the activity, including leaving internal notes to other Users.
  • Display description - optionally displays the description to visitors.

Activity

  • Projects - sets the list of items (e.g. projects, programs, initiatives, etc.) that can be funded in the activity. A project consists of the following attributes:
    • Image - Sets an image associated with the project (highly recommended). If no image is selected, a placeholder image will be used.
    • Video - Sets a video associated with the project. This is done by using a share link from either YouTube or Vimeo. Do not use the site URL.
    • Project Name - Sets a title for the project that will appear on the ‘project card’. The name is limited to 75 characters.
    • Project Subtitle - Sets a subtitle or byline that will appear on the ‘project card’ to give a more friendly tagline to the project. The subtitle is limited to 75 characters.
    • Project Description - Provides a more detailed description of the project. The description is limited to 1,000 characters.
    • Project Cost - Sets the cost of the item that will be deducted from the available budget when a user ‘funds’ the project.
    • Tags - Assigns a topic tag to each project that allows participants to filter by. Tags must be one-word only, and up to three tags can be assigned to a single project.
  • Budget Limit - determines the total amount of units, as either dollars or points, that will be available to each participant to spend on projects.
  • Minimum Spend - sets the minimum amount of units (e.g. dollars or points) that must be spent by the participant in order to submit their contribution.
  • Members Attributes - adds pre-defined Member Attributes to the input form of the Fund It tool to collect participant information. Member Attributes are defined at the Sitewide level, and allow the collection of standardised user information that can be reused later.

Display

  • Project View -determines how the array of projects will appear to the participant. The available options are:
    • Grid - Displays project cards as a grid of vertically-oriented ‘project cards’. This option is ideal for wide ‘Page Templates’ such as ‘Narrow’ or ‘Full Width’.
    • List - Displays cards as a list of horizontally-oriented ‘project cards’. This option is ideal for smaller content areas such as the Main Content Area in the Right Sidebar Page Template.
  • Randomise Projects - allows the user to randomise the order of how projects are displayed to participants. From Q1 2022 new Fund it tools will randomise the presentation of projects by default. Can be toggled (off) if required.
  • Voting Button Text - provides a list of pre-defined labels you can assign to the voting button.

Advanced

  • Registration Required - sets whether a participant must be a registered Member to make a Contribution or may also be an unregistered visitor. The Require Registration setting overrides the registration defaults set at the Sitewide level.
  • Submission Cancelling - allows registered Members to cancel their Contribution and re-submit new data. This option appears in the submission form at the end bottom of the activity. When a Member cancels their submission, their original data will be overwritten and there no record of the original contribution is stored.
  • Show Votes - Determines whether the ‘funding’ or voting results will be publicly displayed. With this option turned on, all participants will be able to see how many times a project has been ‘funded’ along with a proportion of total votes at the bottom of the ‘project card’.

Notifications

  • Contribution Notifications - enables notification emails to be sent to the nominated Users when a Fund It submission is received.
  • User confirmation email - enables an email to be sent to the participant confirming their contribution. The email will contain the list of projects they have funded in the Fund It activity.