You can add a chat preset for every campaign of Crowdfundly. It will save your time and make communication easier between fundraisers and contributors.
How To Create A New Chat Preset In Crowdfundly? #
Here’s a step-by-step guide on how to add a chat preset in Crowdfundly.
Step 1: Sign in to your organization account in Crowdfundly and go to the organization dashboard. From there select the ‘Campaigns’ option.
All your active, rejected, and pending campaigns will be shown there. Click on the blue ‘Gear Icon’ of the campaign you want to add a chat preset to. Select ‘Manage’ from the drop-down menu list of options.
Step 2: You will be redirected to that campaign’s detail page. Select the ‘Chat Preset’ tab from the left-sidebar. To add chat preset contents, click on the ‘Create New Preset’ button.
A new input field will appear. Add the contents of your chat preset and hit the ‘Save Preset’ button. Your chat preset will be successfully added. You can add multiple chat presets, or update previous ones using the same process.
By following these simple steps this is how you can add chat preset for a campaign in Crowfundly.
If you need any help, feel free to contact us or join our Facebook community to get connected with other fundraisers like yourself.
