Your Guide to the New Platform Navigation
If you’re reading this, chances are you have already seen our new navigation! How do you like it?
Over the last ten years we’ve been continuously adding and updating innovative features to the FundRazr platform.
This time, we decided to rethink the entire platform and how you access these features. We’ve made this change for three important reasons:
- To increase efficiency – now features are easier to find and use.
- To empower you to explore the possibilities of the platform – now most features, some of which you may not have known we have, are just a click away
|IMPORTANT: All features that existed in the previous app version are PRESERVED. If you can’t find the feature you’re looking for, just drop us a note in the app chat, or email us at email@example.com. We will help you find what you are looking for.|
You can now access everything you need, at any time, by simply clicking on the hamburger menu at the top left of the screen. Clicking on it again will collapse the menu, giving you more space to work on your campaign pages.
ACCESSING YOUR ORGANIZATIONS AND CAMPAIGNS
BEFORE: In the old layout, you accessed the Organizations settings by clicking on your profile icon drop down and then Campaigns or Organizations.
NOW: To access your organizations or campaigns, look at the left panel for both of these options.
ACCESSING AND EDITING YOUR ORGANIZATION DETAILS
BEFORE: In the old layout, there were two locations to click on “edit” to access your organization details.
NOW: To access and edit your organization details, select “Settings” from either the organization level or within the organization profile.
QUICK ACCESS TO ORGANIZATION LEVEL FEATURES
BEFORE: In the old layout, commonly used organization-level features such as Team, Analytics, Widgets, Transactions, and Receipts lived on the black bar on top of your organization page.
NOW: All of these same features can now be found on the left panel at the organization level once you are within your organization.
QUICK ACCESS TO YOUR CAMPAIGN LEVEL FEATURES
BEFORE: In the old interface, you accessed campaign features such as Edit, Analytics, Team, and Transactions on the black bar on the top of your Campaign page.
NOW: Those same features are on the left panel of your campaign page, once you are within your campaign.
EDITING YOUR CAMPAIGN
BEFORE: In the old interface, once you accessed the edit mode for your campaign, you would have landed in this workspace to make edits and changes to your campaign story and settings.
NOW: With the new interface, your new edit space for a campaign is slicker and easier to navigate.
MULTI-TIER AND REGISTRATION SETTINGS
BEFORE: In the old interface, in order to access the Multi-Tier settings, you went to the “Edit” page of the campaign. Additionally, the “Registration” settings were accessible by going into the Multi-Tier section of the edit page; an inefficient and confusing pathway!
NOW: In the new interface, it is much easier to access both the Multi-Tier and Registration settings. Both can be accessed from the left panel of the campaign page in a much quicker and more efficient way.
VISUAL EDITOR FOR YOUR CAMPAIGN PAGE
BEFORE: In the old interface, you could click on the edit pencil icons on your campaign page that were always present and make visual edits to your campaign.
NOW: With the new interface, it’s easier to hide and access these edit icons to get them out of the way when you don’t need them, then bring them back when you need to make changes. Simply click on the pencil icon on the top right of your campaign page to enable the visual editor mode.
ACCESSING YOUR ADMIN PANEL
BEFORE: In the old interface, the admin panel for a campaign was always visible when you were in the manager or editor mode.
NOW: In the new interface, you can easily display or hide the admin panel by clicking on the clipboard icon on the top of the campaign page. This allows you to keep the notifications out of the way when you’re not interested in viewing them and just want to work on your campaign!
ADDITIONAL CAMPAIGN SETTINGS
BEFORE: In the old interface, you could click on the COG or Gear icon in the black bar on the top right of the campaign page to find additional campaign options such as pausing or finishing your campaign, withdrawing funds, and more.
NOW: In the new interface, this icon has been moved a bit further up on the screen next to your profile drop-down.