With this quick start guide you create your first Form campaign in 6 simple steps and get it ready to receive donations, without getting into advanced settings.
The steps to create your first Form are:
Create a new Form.
Set up the campaign's basic details.
Add the campaign description.
Add a background image.
Customise your Donation box.
Activate your campaign.
At the end there is an optional extra step to define the type of donation and the personal details you will ask donors for.
Before you start: go to the Dashboard
Before you create your Form, make sure you are on the Dashboard (Home). To go to the Dashboard, click the StockCrowd icon or Dashboard, in the top right corner of your account menu.
Step 1: Create a new Form
To create a new Form, on the Home screen select the Form option and click the Create button.
Step 2: Set up the campaign's basic details
When you create the Form, a simple form opens where you add your campaign's basic information.
The basic details you need to define for the campaign are:
Title: choose a title for the campaign. Donors will see the title together with the description you will add in step 3.
Currency: choose the currency for this campaign's donations. Please bear in mind that you can only choose one currency per campaign. If you need campaigns in different currencies, you can connect them by creating a Campaign Cluster (Multi-Currency), but don't worry about that for now 😉
Country: select the country where donations will be processed. This is important for adjusting the tax information and donation certificates that StockCrowd offers in each region.
Base language: choose the base language in which donors will see the campaign. You can internationalise the campaign and translate every field that has the flag icon 🚩. We recommend adding the translations once you have finished setting up the campaign.
When you have completed the basic details, click Continue to save your changes.
Step 3: Add the campaign description
To add the campaign description, go to the General data section. There you will see the information you added in step 2 and some additional fields.
Write a Brief Description of your campaign and save your changes:
Step 4: Add a background image
To add a background image to your campaign, select the Header and footer option in the campaign menu. This is where you customise the campaign's design.
Select the Header tab. In the Header you can add the favicon, the logo, background images or a video to the campaign, and set the alignment of the main content.
To add the background image:
Select the Image or slideshow option. You can add a single image or several, which will be shown as a slideshow.
Click the Browse button and choose the background image.
Use the Mobile images option if you want the mobile version of your campaign to show different images.
You have now set up the basic information of the Form. The next step is to define the details of the Donation box.
Step 5: Customise your Donation box
Now you can define the information for your Donation box. We recommend customising it with the colours your organisation normally uses.
To change the colour of the Donation box:
In the campaign menu, select the cog icon to go to Settings:
Select the Donation box section:
In the Customise tab, choose the colour of your Donation box and save your changes.
Step 6: Activate your campaign
Before you launch the campaign, you need to check that it has a payment gateway set up, and that the gateway is selected together with the payment methods you want to show. To learn how to activate a campaign, see Activate a Campaign.
Done! Preview your campaign 🥳
When you have finished the 6 steps, don't forget to save your changes. Your Form campaign will then be ready to preview.
To see how your campaign looks, see Preview your campaign.
Extra step: define the type of donation and the details you will ask donors for
With what you have set up in the previous steps, you can already launch your campaign. If you want to customise it a little more without going beyond the basic settings, we recommend also setting up the Data of the Donation box:
In this tab you define the details that are shown to and requested from donors, including:
Payment: whether or not the user's details will be requested before payment.
Individual or legal person: individuals, legal entities or both.
Identification fields: which personal details donors are asked for.
Address fields: which address details donors are asked for.
You can find all the Donation box customisation options in Set up the Donation Box.
❓Frequently asked questions
Can I use several currencies in the same campaign?
Each StockCrowd campaign accepts a single currency, which you choose when you set up its basic details. If you need to raise funds in different currencies, you can connect several campaigns by creating a Campaign Cluster (Multi-Currency).
Can I translate my campaign into other languages?
You can internationalise your campaign by translating every field that has the flag icon 🚩. We recommend adding the translations once you have finished setting up the campaign in its base language.
Can I add several background images or a different image for mobile?
In Header and footer → Header you can add several background images with the Image or slideshow option, and they will be shown as a slideshow. With the Mobile images option you can set different images for the mobile version of your campaign.
How do I change the colour of the Donation box?
To change the colour of the Donation box, go to the campaign Settings (cog icon) → Donation box → Customise tab, choose the colour and save your changes.
Need more help? Contact us at [email protected] or through the chat icon 💬 on this page.
















