Campaign Creation & Donor Engagement Guide

Overview

All campaigns must be created before kickoff so participants can focus on donor engagement during the event. Creating campaigns also enables automated reminder texts.


Step 1: Create Account & Campaign

Watch this video or follow the steps below to create a campaign.

Setup:

  • Scan QR code
  • Participants will register and create their profile

Registration:

  • Enter first/last name, email, password (twice), and mobile number

Profile Creation:

  • Customize fundraising reason (optional)
  • Select teams
  • Upload image
  • Set/adjust goal amount
  • Check box to receive donation email notifications

Step 2: Enter Contacts

Watch this video to learn how to enter contacts.

Process:

  • Login to BackStage
  • Click “Manage Contacts”
  • Enter name, phone number, and/or email for each contact
  • Delete and re-enter if mistakes are made

Note: Forgot password? Use Magic Link – watch this video.


Step 3: Engage Donors at Kickoff

Watch this video to see how simple donor engagement is!

For contacts already entered:

  • Go to BackStage page
  • Find “Step 2: Engage Potential Donors” section
  • Click “Send SMS” or “Send Email” next to each contact
  • Pre-populated messages will appear – just press send

For contacts NOT entered:

  • Use “Engage Donors NOT entered into BackStage” section
  • Click “Send SMS” or “Send Email”
  • Enter phone/email address and send pre-populated message

Step 4: Automated Reminders

If participants entered contacts, the system automatically sends reminders on their behalf. Without entered contacts, participants must send reminders manually.


Call to Action

✅ Directors must:

  1. Watch videos and understand the process
  2. Have participants create campaigns during rehearsal/class time
  3. Have participants enter contacts into the system

Remember: Engaging donors is the MOST important job for participants!