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Customizing Your White-Label Crowdfunding Platform: Top 10 Tips

Customizing Your White-Label Crowdfunding Platform Top 10 Tips
Customizing Your White-Label Crowdfunding Platform Top 10 Tips

Any fundraising journey can be a crucial moment for entrepreneurs and white-label crowdfunding platforms serve as the ideal launchpad to get your business off to a flying start!

If you want to stand out of the crowd, you’ll need more than just a basic generic platform. Customization is your key to success!

In our latest blog article, our experts here at fundraisingscript.com

will delve into the art of tailoring white-label crowd funding software to meet the growing needs of your project.

Drawing on a wealth of previous successful projects,  we will give you our top 10 tips.

We will highlight all the crucial ways to customize your white-label crowdfunding platforms. From a modern persuasive design through to payment gateways, KYC & accreditation, project dashboards, and even newsletters!

Let’s unravel the keys to unlocking a truly personalized and effective crowdfunding experience.

Customizing Your White-Label Crowdfunding Platform: Top 10 Tips

So we will first start with one of the more obvious ways your fundraising campaign can rise above the rest.

1. Design & Features

Designing your white-label crowdfunding website template is like creating its unique personality.

As the design is the first impression users get of your platform, a well-thought-out colour scheme and appealing fonts can make it inviting.

So what better place to start than by customizing the platform’s design to match your brand identity?

We can provide the colours, fonts, and layouts that resonate with your brand, creating a visually appealing and consistent experience for users.

A cohesive layout ensures that users can easily navigate and understand your platform, creating a positive overall experience.

But design is not just about looks, it’s also about functionality.

Add features that go beyond the basics to boost user engagement and project visibility.

These features could include interactive elements, user-friendly navigation, and tools that help projects stand out.

The goal is to make your platform not only visually appealing but also user-friendly and effective.

In essence, customizing the design and features of your platform attracts and engages users while staying true to your brand.

It’s about creating an environment where backers want to explore, support projects, and crucially, come back for more.

Crowdfunding website template

2. Payment Gateway API

Adding a Payment Gateway to your white-label crowdfunding platform is like having a reliable cashier!

It helps people who want to support projects make secure transactions smoothly.

When choosing a payment gateway, think about what your supporters prefer.

Some like using credit cards, while others prefer digital wallets. By picking a versatile gateway that supports different payment methods, you make it easy for everyone right across the globe to contribute.

This secure payment system not only makes transactions smooth but also protects people’s financial info.

That’s a pretty important element because it builds trust. When backers feel safe, they’re more likely to keep supporting projects on your platform.

Here at Fundraising Script, we can offer more than 15 global payment gateways including Paypal and Stripe.

Below are the steps for investing in the crowdfunding software through Stripe:

  • Select Stripe as a payment gateway to invest in crowdfunding software.
Select stripe as a payment gateway to make the investment in crowdfunding software.

Select Stripe as a payment gateway to invest in crowdfunding software.

 

  • Enter card details in the stripe payment gateway in the crowdfunding software.
    Enter card details in the stripe payment gateway in the crowdfunding software

    Enter card details in the stripe payment gateway in the crowdfunding software

     

  • Payment successful receipt.
Payment successful receipt.

Payment successful receipt.

 

Below are the steps for investing in the crowdfunding software through PayPal:

  • Select PayPal as a payment gateway to make the payment in the crowdfunding software.
Select PayPal as a payment gateway to make the payment in the crowdfunding software.

Select PayPal as a payment gateway to make the payment in the crowdfunding software.

 

  • Enter PayPal details for making the investment payment in the crowdfunding software.
Enter PayPal details for making the investment payment in the crowdfunding software.

Enter PayPal details for making the investment payment in the crowdfunding software.

Enter PayPal details for making the investment payment in the crowdfunding software.

Enter PayPal details for making the investment payment in the crowdfunding software.

 

  • Payment receipt.
Payment receipt.

Payment receipt.

 

3. Newsletters & Email

For anyone building a Crowdfunding platform,  customizing a robust newsletter and email system will keep your community informed about project updates, upcoming campaigns, and industry news.

Creating a strong newsletter and email system for your crowdfunding platform is almost like having your news channel!

It helps you talk directly to your community, keeping them updated on important stuff.

Customizing this system means making newsletters and emails that share exciting news about projects, tell people about upcoming campaigns, and highlight interesting industry news.

By regularly sharing updates, you’re being open with your community. Backers know how projects they support are doing, and project creators can easily share their achievements and challenges.

Adding industry news to your emails makes your platform a go-to place for information. It not only helps your community stay updated on what’s happening but also makes your platform look to the minute, knowledgeable, and reliable.

4. KYC & Accreditation API

Ensuring trust and security within your crowdfunding platform is crucial, and one effective way to achieve this is by integrating Know Your Customer (KYC) and accreditation APIs.

Think of KYC as a virtual ID check. By incorporating KYC and accreditation APIs, you establish a robust verification process for both project creators and backers.

This means that anyone involved in crowdfunding activities goes through necessary checks to confirm their identity and credentials.

This thorough verification process serves as a protective layer for your platform, fostering a trustworthy crowdfunding ecosystem.

It helps weed out potential fraudulent activities and ensures that only legitimate projects and backers are part of your community.

This commitment to security not only safeguards the interests of backers but also builds confidence among project creators, encouraging them to launch campaigns on your platform.

Integrating KYC and accreditation APIs is like having a digital bouncer at the entrance of your crowdfunding space!

Make sure that everyone involved is genuine, which ultimately contributes to the integrity and reliability of your platform.

Below are the steps for investor accreditation & KYC verification:

  • Accreditation process
Investor accreditation process in the crowdfunding software

Investor accreditation process in the crowdfunding software

 

  • KYC verification process
KYC verification process in the crowdfunding software

KYC verification process in the crowdfunding software

5. Project Creation Steps

Making it easy for people to create projects on your crowdfunding platform is almost like building a simple road for them!

Here at Fundraising Script, we can help you customize your project creation process making it simple and easy to use.

Giving your investors clear instructions and guidance at each step means it’s a super easy-to-understand process.

This user-friendly approach means it encourages more people to share their ideas on your platform.

It stands to reason that if the process is complicated, some might feel lost or even give up.

By making it smooth and easy, you open the door for a lot more people to bring their creative projects to life.

This not only helps project creators but also makes your crowdfunding platform more diverse and successful.

Below are the project creation steps which can be modified according to the business needs & requirements.

  • Project guidelines.
Project guidelines in the crowdfunding software.

Project guidelines in the crowdfunding software.

 

  • Enter company-related information.
Enter company information

Enter company information

 

  • Selecting a deal type from equity or debt.
Selecting a deal type to debt

Selecting a deal type for debt

Selecting a deal type to equity

Selecting a deal type for equity

 

  • Adding the project’s detailed story.
Adding the project's detailed story.

Adding the project’s detailed story.

Adding the project’s detailed story.

Adding the project's detailed story.

Adding the project’s detailed story.

Adding the project's detailed story.

Adding the project’s detailed story.

Adding the project's detailed story.

Adding the project’s detailed story.

6. Project & Investor Dashboard

Making the project and investor dashboards on your crowdfunding platform user-friendly means creating an easy-to-use control centre.

You are essentially designing a space where project creators and investors can easily see and manage everything.

For project creators, a customizable dashboard helps them run their campaigns smoothly.

So by creating a dashboard that organizes buttons and information in a way that makes sense, creators can update their projects, track funding, and talk to backers.

A good dashboard makes managing a crowdfunding campaign organized and easy.

A good tip is to think of the dashboard as the investors’ personalized space. It’s where they can see the projects they’ve supported, check for updates, and find new campaigns they might like.

An investor-friendly dashboard encourages them to carry on supporting your projects.

Project dashboard of a crowdfunding software

Project dashboard of a crowdfunding software

 

Investor dashboard of a crowdfunding software

Investor dashboard of a crowdfunding software

7. Responsive Design

Making your crowdfunding platform have a responsive design that looks good and works well on any device is crucial, whether it’s a computer, tablet, or smartphone.

Anyone customizing a crowdfunding platform should make your platform smart enough to adjust itself so that it’s easy to use and looks its best, no matter the size of the screen.

This is important because people use different devices to go online.

So with a responsive design, whether someone is using an office computer, a laptop at home or a small phone on the go, they can easily check out and support projects on your crowdfunding platform.

It’s about making sure everyone has a good experience, regardless of the device they’re using.

8. Social Integration

Using social integration on your crowdfunding platform will kickstart your project and get noticed.

You are essentially creating links between your platform and social media sites and making it easy for users to share what they’re supporting and doing on your platform.

By adding features that let users easily share their contributions and updates on social media, you’re making it simple for them to tell their friends about the interesting projects they’ve found!

It’s a chain reaction!

When someone shares, their friends see it, and some might decide to join in or support the project too.

You can simply leverage the power of your users as messengers, helping your platform reach more people without a big marketing effort.

9. Language and Currency

Reach a broader audience by incorporating language and currency localization features.

Customizing language and currency on the best fundraising platforms is essential for creating a truly inclusive and user-friendly environment.

By allowing users to navigate the platform in their preferred language, the experience becomes more accessible and welcoming to a diverse global audience.

This helps to create a real sense of community, ensuring that users can fully understand and engage with projects.

Simultaneously, customizing currency options adds an extra layer of convenience, letting your supporter contribute to their native currency.

This feature eliminates confusion related to exchange rates and enhances transparency in financial transactions, promoting trust among backers and project creators alike.

Together, both language and currency customization elevate the overall user experience.

It helps to break down barriers and expand the reach of your fundraising platform to a broader and more interconnected community of backers and creators.

10. Analytics and Reporting

Think of analytics and reporting on your crowdfunding platform like having a super-powered microscope.

It helps you closely look at how people use your platform and how well projects are doing.

These tools let you see which projects are getting the most attention and crucially, how users move around the platform.

This information is like a treasure map, guiding you to understand what users like and how they behave.

For project creators, analytics demonstrate which parts of their campaigns are working well and where they can improve.

It’s a toolkit for creators to make their projects more appealing and successful.

So you can use all this data to make the platform even better. It’s like getting feedback from your users without them saying a word!

You can tweak the platform’s design, add useful features, and make smart decisions based on what your users like and want.

Customizing Your White-Label Crowdfunding Platform – To Finish On…

So we hope you found our top ten tips useful for your business journey.

To discover more about our customizable crowdfunding software, check out our other helpful article, The Rise of Customizable Crowdfunding Platforms:

Fundraising Script’s Configurable Software, try our free demo or contact one of our knowledgeable specialists here.

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