The following article will serve as a quick overview and manual for our cockpit. The cockpit is the main area for all important KPIs and to manage logistical topics in our app.

If there is anything not covered by this manual or if there are any open questions left, feel free to reach out to our Customer Care Team at support@formunauts.at

Quicklinks

Dashboard

Activities

Teams

Fundraisers

Statistics

Training-Center

Locations

Feedback

Dashboard

After logging in, you will find yourself on the dashboard, which serves as a quick performance overview for your campaigns.

Here you will have the first key information divided into 2 parts.

The first part is the summary:

On top of the Dashboard are the most important KPIs in the set time frame that you can choose in the top right corner:

Supporter count: the total amount of supporters that have been signed up 

Yearly donation amount: the cumulated yearly donation amount that has estimated been gathered through the sign-ups

Work shifts: the total amount of work shifts that have been assigned to fundraisers

Points: the total amount of points that have been gathered by the fundraisers

The diagrams underneath show 2 important KPIs: 

On the left, we see the distribution of chosen payment intervals and on the right the average age distribution of the donors.

Direct Debit Intervals

Age Distribution

The Second Part is the Campaign Performance:

Various statistical values for the individual campaigns are displayed here. If you select a campaign and click on it, the campaign detail page opens with all the widgets for that campaign.

Activities

A live feed of all activities is displayed in chronological order in the Activities area.

There are 4 further categories to choose from:

Overview: all activities that are triggered by fundraisers (Donation, Achievement, Feedback) are shown in a live feed in chronological order.

In order for the fundraiser to see the comment, the widget must be activated in the fundraiser dashboard. If you are interested in learning more about our Donor Feedback Feature reach out to our Customer Care Team.

Teams

The "Teams" section of the cockpit will give you a quick overview of all teams that have been created. They are displayed in order according to the period of their activity (e.g. a team that was created on 1st September and is active until 30th September, will be displayed above a team that was created on 2nd September but only stays active until the 3rd September)

As shown above, you can filter by campaigns, team leaders, coaches, campaign types, team types and locations. Again you can filter for a specific time frame as well. 

TIP: if you press “create” without having filled in anything, the required fields are highlighted.🙂

Required Fields:

• Name: the assigned team name
• Campaign: the campaign for which this team is collecting donations
• Start: from when the team should be active
• End: until when the team should be active

It is necessary to assign a campaign or a petition campaign to create a team. 

Optional Fields:

• Tags: Tags make it easier to assign and find teams
• Location: Locations at which the team will be fundraising
• Team type: How the team will fundraise (e.g. Doorstep, Street, Event, etc.)
  _{Doorstep: Door to Door fundraising
  Street: Face-to-face fundraising on the street
  Private Site: Fundraising at a private location
  Event: Fundraising at an event}
• Campaign type: How the campaign is conducted (City, Roaming)
  ^{City: Teams that stay in only one city
  Roaming: Travelling teams that can work in multiple cities}
• Goal value unit: The unit by which the goal is measured
• Goal value: At which value the goal is set
• Prolonged work shifts: If this option is activated, all fundraisers assigned to the team are given a predefined work shift at the start of a new day.
• Coach: The team's coach. Each coach can be assigned to multiple teams. If a donation is signed up by a coach while they do not have a fundraiser work shift assigned, the donation will be stored as an "unfinished donation" and won't be counted in the statistics.
• Assistant coach: The assistant coach of the team, who can also be assigned in several teams at the same time.
• Team leader: the head of the team
• Petition campaigns: The petition for which the fundraiser is collecting signatures

After all required and optional information has been entered, the team is generated with the "create" button at the bottom right.

Once the team has been created, the detail page for the team will be shown

The team can then be edited via the button in the top right corner.

To add, change or remove work shifts you have to go to the "Work Shifts" page of the team:

Their fundraisers can be added to the team and assigned work shifts. If the "prolong work shifts" option is activated the fundraisers' work shifts will automatically be set up each day the way they were set the day before.

Once you have set the fundraiser and their work shift, just click on the small +-symbol on the right to add them to the team. To remove a fundraiser from the team just click on the little X-symbol that is now where the + was before.

Fundraisers

In this section, you can see and edit all the existing Fundraiser profiles that have been created for you so far. In the first overview, you can already quickly select certain roles for fundraisers and set their status to active/inactive.

This view can again be filtered by certain criteria.

Fundraisers can be filtered by:

- Team leader

- Coach

- Active/Inactive

- Language

- City

New fundraiser accounts can be added through the "create fundraiser" button in the upper right which will redirect you to the fundraiser creation interface:

Required Fields:

First Name: The first name of the fundraiser

Last Name: The last name of the fundraiser

Fundraiser Code: The unique number of the fundraiser. Each fundraiser's username is composed of the customer prefix and fundraiser code (e.g. for a "Demo" company the login would be "demo-{code}").

At the top right, the role of the fundraiser can be changed, either to team leader or coach. The default is both off. The fundraiser can also be set to active or inactive here.

With the save button on the bottom right, the Fundraiser can be saved and can then be assigned to a team already.

Statistics

In this section, you will find all the relevant statistics regarding donations and petitions.

Donations

Under "Donations" all statistics on donations are displayed. Here you can again select according to campaign, teams and fundraiser. All three options can again be filtered by search term, campaign, coach, location, campaign type, tags and presentation. It is possible to export the chosen statistic as excel or as a CSV file.

With the button "columns" all widgets/filters will be displayed. The order of these can also be changed. All widgets that are also available for the fundraiser dashboard can be displayed. These can be set by us, so if you need any additional filters or widgets, just reach out to our Customer Care Team!

Petitions

Under Petitions, all statistically relevant data about the petitions are displayed. Here, too, you can choose whether the statistics of the campaign, the teams and the fundraisers are displayed. The petitions have their own widgets that will gladly be set for you by our Customer Care Team.

Training Centre

You can set up your own quizzes for the training centre via ProProfs, which are then displayed here. For a detailed view of the individual quizzes and classes, you have to switch to Proprofs. The training centre only shows whether the training has been completed or not. The training can be done by the fundraiser within the app once you activated this feature.

If you have any further questions reach out to our Customer Care Team and they will happily arrange an info meeting with you.

Locations

The locations area will show you a list of all the locations that are set up for you in our system. Here you have the possibility to enter additional information regarding your fundraising spots. 

The category is split up into 2 different areas: Management and Reporting.

Let's start with the Management area:

Here you can add locations and edit the ones that have been set up already.

By clicking "Add Location" you will be redirected to the location editor:

Required:

Name: The Name of the Location (e.g. Alexanderplatz,…)

Code: The unique code of the Location

Optional:

Type: if the location is private, public or unknown

Rainproof: if the location is roofed

Price per day: how much does the location cost per day

Booth required: whether an info booth is required or not

Capacity: the overall capacity of the location

Location: here the Address of the location can be entered

The map that is displayed here is interactive, which means once you click on it you will be able to move the blue cursor freely, to precisely display the position of your fundraising location.

If you have a specific setup for your info booth, you can also upload a picture of how it should ideally be presented.

You will also have the option here to upload your fundraising permission, which will then be displayed in our app to be easily accessed by the fundraiser in case they need it.

The Reporting area is a list that displays which fundraisers are working for a campaign in a location. 

This is mostly interesting for charities that want to keep an overview of the fundraisers of an agency.

Feedback

Last but most definitely not least: the Feedback section. In this part, you will find the feedbacks that fundraisers have received, neatly presented in compact graphics that give you a quick insight into how well campaigns, teams, fundraisers etc. were received by the supporters.

Just like in the other sections of the cockpit, you can filter by fundraiser, team, campaign, and campaign type. Additionally, you will have the option to filter by ratings and commentaries.

The comments a supporter has given are also displayed in a live feed beneath the KPIs and you can decide whether a comment is visible to the fundraiser or not.