How to Create a Skills Campaign post

Go to the Live Feed and follow the steps below:

Step 1: On the top of the live feed, you will see a lightning bolt icon, click it to open the Campaign Builder

IMPORTANT: Only team members on your team that have Administrative and Creator permissions will have access to the Campaign Builder to make, update, and close campaign posts. Follow the How to add a team member to your organization guide to learn how to add team members and give them permission to make posts.

Step 2: Click Create Campaign

This will open the Campaign Builder where you can select the type of support that you need.

Step 3: Under SELECT ONE, click 'SKILLS'

Step 4: Select how urgently you need support. 

  • Critical is to be used for only when dire consequences may occur if immediate support is not made.
  • Urgent is for when immediate support is needed but it is not critical
  • Long-term is for when you need support over a longer period of time. This is good for large projects that will be ongoing.
  • None is when there is no immediate rush on this campaign and it is not a long-term goal

GOOD TO KNOW: Your campaign saves as a draft as you build it so you can come back at any time to finish it. This is great for example if you start a post in the field and want to finish it later on your desktop or if you have one team member start a post another team member can access the draft and finish it. You can access your drafts at any time by clicking Drafts at the top right inside of the Campaign Builder.

Now that you have selected the type of support you need and your urgency level you can fill out the details of what is going on by following the steps below.

Step 5: Create a campaign title. This is what people will first see so keep it short but informative. Some examples are "Coral Reef Assessment Video" or "Graphic designer needed for outreach pamphlet" or "Mechanic needed for patrol vehicle maintenance"

Step 6: Click the 'add authors' button to mention any team members who are involved in this campaign. Team members will only show up here if they have been approved to be on your team. GOOD TO KNOW: Follow the How to add a team member to your organization guide to learn how to add team members to your organization so they can then be selected as Authors on posts.

Step 7: Add a photo or video. This media will serve as the visual for the campaign post and is what will be seen on the Live Feed. Make sure it is as high quality as possible. That being said it is more important that you are getting your message out and sometimes there are not perfect videos or photos to share-  that is ok! Just share what you can and what gets the message to supporters the best.

Step 5: Give a brief summary of what kind of support you are looking for and why. This will be what people first read and what will pull them in to learn more about the opportunity to get involved. You will go into more detail about the exact type of support you need in the next steps of the Campaign Builder.

Step 6:  Add the location where support is needed

Step 7: Add the species that are included in the post. This can be multiple species and they will show up on the campaign post where people can learn more.

Step 8: Select the skill you need help with. if you don't see the skill you are looking for, please let us know and click, 'suggest a new skill'

Step 9:  Add any Languages that this skilled professional must speak or understand. If you don't need them to speak a certain language you can press the any language can apply toggle. We wanted to give you multiple options so if you must have someone who speaks a certain language or it would be nice if they did understand a certain language you can put those options down too. Our hope is that you can find the right person to help you with the skill that you need.

Step 10: Select if this skill request requires certain Expertise. If yes, fill out the expertise you want the individual to have. For example, you may want a PADI-certified scuba diver.  In the details, you could put that you want them to be up to date on their certification and to have completed at least 20 dives. 

Step 11: Add any Project Goals you want to achieve while working with this skilled professional. Be as specific as possible! For example, your title could be Make an Outreach Pamphlet and the description of the goal would be: We would like someone to help us create an informational pamphlet that we can pass out to educate people on what is going on and how they can help. The pamphlet will be 6-sided and we need help with the layout and design.

Step 12: Describe your Contribution, meaning any information your organization has prepared and can share with this supporter to get started. This helps the supporter understand what is available to complete the request so they can feel prepared ahead of applying for the opportunity. For example, you might say, We will provide all of the educational material and photos needed to fill out the Outreach Pamphlet.

Step 13: Fill out the Due Date you want this request to be done.

Step 14: Add any Relevant Research Topics to your campaign. This is optional but highly recommended as it will make your campaign post show up when someone searches or is following a certain Research Topic. First, put in the Research Topic into the search bar, and when it comes up click it to add it to the list of Selected Hashtags. 

GOOD TO KNOW: If you can't find your Research Topic click the Suggest New Topic button and you can send us your suggestion for us to add in.

Step 15: Once you have finished selecting all of the Relevant Research Topics you will have the option of saving your selection of Topics as a Group that you can use on other campaign posts later or you can just move forward by clicking the Next button.

Step 16: Look over the Campaign Preview of what your campaign will look like on the Live Feed to make sure everything looks good. If you're happy with it press Post Campaign

Congratulations you've made a campaign post! 

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