Testing Pre-authorization and Capturing Funds as Portal Administrator

In order for this test to work, you must have an approved campaign with contributions/pledges. STEP 1. Log in as the Portal Admin. Go to your ‘Administrator Dashboard’ and under the ‘Campaigns’ tab, select the campaign you want to test.…

Creating a Campaign and Connecting your Stripe Account To Campaign

As a project creator you are now ready to create a campaign and connect your stripe account to your CrowdFunding campaign. Here are a few short steps showing how to do this. STEP 1. Once you have created your campaign,…

Introducing Direct Transactions

“Direct Transactions” is a feature which allows for direct stripe connect transactions that portal admin can toggle. Basically, this mode allows all the funds from campaigns to go to a single stripe account which is selected by the admin. Admin…

What is the difference between direct charge and post charge options?

Direct charge option will charge contributor’s credit cards and distribute the funds as contributions are received, (when using either Keep it All or All or Nothing raise modes). Post charge option will charge contributor’s credit cards and distribute the funds once the campaign end time is…

Post Processing Workflow Explained

This post will try to explain post processing workflow in more detail and outline some differences in regard to direct processing. Campaign Processing Workflow The post processing workflow offers several advantages over direct processing. However, there are always cases when…

New Raise Mode Payment Workflows (Direct/Post)

Due to demand from our users, we have introduced configurable payment workflows. Each Raise Mode (KiA or AoN) can now operate in either Direct or Post payment processing mode. This is configurable behavior from the portal admin UI. With Direct…

Processing Webhooks

Webhooks is a feature that allows you to set callback URL’s (webhooks) for various background processing events. For example, let’s assume you are post processing all your campaigns and you wanted to be notified of events that transpire when campaign and…

Email Notifications and Templates

In this short tutorial, we will show how to use and adjust each email template found in the Email Notifications tab in the Administrator Dashboard. Toggling the Email Notifications You can toggle (using the toggle button on the right) which email…

Campaign Revisions Toggle

The campaign revisions toggle is designed to allow admins and campaign managers to update the campaign while it has already started. The toggle, however, can cause issues with the campaign among other features on the website due to its complexity.…

Enabling alternative layouts for your crowdfunding site

Please note that when you are enabling some of these special toggles/configurations for alternative layouts in the admin dashboard that they will alter the default layout to a custom layout. Sometimes you may think it is broken or something doesn’t…

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